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Baijiu sales are gradually picking up—time to position at the bottom for a Spring Festival rebound?

Baijiu sales are gradually picking up—time to position at the bottom for a Spring Festival rebound?

Public fund positions have fallen back to the 2015 bottom. When the market is extremely pessimistic, the "golden pit" of the liquor sector may have already appeared. Latest data shows that public funds’ holdings of liquor stocks have declined for nine consecutive quarters, dropping to 2.9%, close

"Go long Detroit"! Bank of America’s Hartnett: Looking at history, the best strategy to succeed gold

"Go long Detroit"! Bank of America’s Hartnett: Looking at history, the best strategy to succeed gold

Bank of America has sent a clear signal: although the “Bull & Bear Indicator” is in an extremely bullish zone (9.2), issuing a tactical sell signal, strategically investors should not retreat, but instead *rotate*. The core logic is “go long Detroit, short Davos,” *that is, shift from crowded large-cap

Nvidia plans to enter the Arm PC chip market, with Lenovo and Dell likely to be among the first adopters.

Nvidia plans to enter the Arm PC chip market, with Lenovo and Dell likely to be among the first adopters.

Nvidia is planning to enter the Windows consumer laptop market by launching system-on-a-chip (SoC) products based on the Arm architecture. Many believe this move is aimed at breaking the longstanding x86 monopoly in this sector and reshaping competition within the PC processor landscape. According to The Verge on January 26,

AI empowerment + patent expirations concentrated, 2026 will be an exciting year for healthcare private equity!

AI empowerment + patent expirations concentrated, 2026 will be an exciting year for healthcare private equity!

After experiencing multiple uncertainties in policy, interest rates, and regulation, the US healthcare private equity market is standing at a critical turning point. According to Chasing Wind Trading Desk, UBS pointed out in its latest release that with the macro environment gradually clarifying, the accelerated implementation of AI technology, and

The Trump administration will acquire a 10% stake in an American rare earth company, involving $1.6 billion.

The Trump administration will acquire a 10% stake in an American rare earth company, involving $1.6 billion.

According to a Reuters report on the 26th, the Trump administration is acquiring a 10% stake in USA Rare Earth, an American rare earth company, through a $1.6 billion debt and equity investment plan. This is Washington’s latest move to promote domestic production of key minerals. According to

UBS outlook for the U.S. economy in 2026: If the AI bubble bursts, the probability of recession will reach 50%, and the market is underestimating the likelihood of a rate cut before June.

UBS outlook for the U.S. economy in 2026: If the AI bubble bursts, the probability of recession will reach 50%, and the market is underestimating the likelihood of a rate cut before June.

``` UBS believes that beneath the surface of the U.S. economy's "resilience", in reality, it is a fragile balance barely sustained by a single driving force—artificial intelligence. According to Wind Chasing Trading Desk, UBS stated in a report on January 23 that although overall economic

JPMorgan temporarily suspends bullish copper outlook: inventory surges in China and the US pose risk of price correction before the Spring Festival.

JPMorgan temporarily suspends bullish copper outlook: inventory surges in China and the US pose risk of price correction before the Spring Festival.

In the latest edition of "Metals Weekly" released on January 23, the JPMorgan commodities research team—led by Gregory Shearer—gave an unoptimistic assessment: Copper prices remain high, but the fundamentals supporting them are visibly weakening. According to Chase Wind Trading Desk, the research report makes it clear