All-Weather Media

Latest

Board Reshuffle Finalized! Huatai Securities Opens a "New Chapter" in Personnel Affairs

Board Reshuffle Finalized! Huatai Securities Opens a "New Chapter" in Personnel Affairs

On the evening of January 23, Huatai Securities disclosed the resolutions of the first meeting of the seventh board of directors. The company’s board and senior management team have completed a reshuffling, and the new chairman has been officially appointed. On the same day, Huatai Securities also announced a

From "tacit approval" to "personally stepping in"—why is the U.S. getting involved in the yen issue at this moment?

From "tacit approval" to "personally stepping in"—why is the U.S. getting involved in the yen issue at this moment?

``` Last Friday, the New York Fed made inquiries about the USD/JPY exchange rate, causing the rate to drop by about 1.6%. The possibility of joint US-Japan intervention to curb the overly strong dollar or rapidly depreciating yen has increased. According to Chasewind Trading Desk, a research report by

Fu Peng: Asset Differentiation amid Global Order Restructuring—Decoding the Underlying Logic and Future Trends of Productivity Games and Fiscal-Monetary Policy [Fu Peng Talks 16]

Fu Peng: Asset Differentiation amid Global Order Restructuring—Decoding the Underlying Logic and Future Trends of Productivity Games and Fiscal-Monetary Policy [Fu Peng Talks 16]

This year marks the tenth anniversary of Wallstreetcn’s annual column, “Fu Peng Speaks”! Season six of “Fu Peng Speaks” is fully upgraded, adding a new column discussion group for updates on Fu Peng’s latest market views & chart data analysis (first updates in the community) on top of

When AI starts "selling products," JPMorgan explains in detail the monetization logic behind ChatGPT's ad testing.

When AI starts "selling products," JPMorgan explains in detail the monetization logic behind ChatGPT's ad testing.

Formally bidding farewell to the era of “free lunch,” OpenAI has finally pressed the button for advertising monetization. JPMorgan believes that with ChatGPT announcing it will start testing ads in the coming weeks, this AI giant has taken a key step in shifting from reliance on a subscription-only model to

Morgan Stanley’s Top Ten Predictions for 2026: Increasing Differentiation in AI Capabilities, Tech Giants Accelerate Integration of Energy Infrastructure

Morgan Stanley’s Top Ten Predictions for 2026: Increasing Differentiation in AI Capabilities, Tech Giants Accelerate Integration of Energy Infrastructure

Recently, Stephen C Byrd, Head of Global Thematic Research at Morgan Stanley, released the 2026 market outlook, proposing ten key predictions centered on four major themes: AI technology diffusion, the future of energy, a multipolar world, and social transformation, outlining the trajectory of technology-driven market landscape changes for investors. The

AI inference is in strong demand, NAND is "more stable with a longer cycle"! JPMorgan: eSSD is the main player this round, and Kioxia is the top pick.

AI inference is in strong demand, NAND is "more stable with a longer cycle"! JPMorgan: eSSD is the main player this round, and Kioxia is the top pick.

Stop fixating on GPUs and HBM high-bandwidth memory. The AI inference wave is freeing NAND flash from its fate as a "highly cyclical commodity" and turning it into a high-growth AI infrastructure asset. According to Windchaser Trading Desk, on January 23rd, JPMorgan's Asia-Pacific tech research team

Report: Samsung began supplying HBM4 to Nvidia in February

Report: Samsung began supplying HBM4 to Nvidia in February

Samsung Electronics plans to start production of next-generation high-bandwidth memory chips HBM4 next month and supply them to Nvidia, marking a key breakthrough for Samsung in advanced storage chips and likely narrowing the gap with competitor SK Hynix. On Monday, according to Reuters citing informed sources, Samsung has passed Nvidia&