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NAND storage is in short supply, major bathroom brand Toto surges!

The artificial intelligence boom is reshaping global supply chains in unprecedented ways, and even Japanese manufacturing giant Toto, known for its bathroom fixtures, has unexpectedly benefited from this capital feast thanks to its discreet semiconductor materials business. On Thursday, the stock surged as much as 11% in the Japanese market,

AI hard to profit from? Anthropic lowers gross margin guidance: Though revenue increased 12-fold, it's hard to overcome a 23% surge in inference costs.

AI hard to profit from? Anthropic lowers gross margin guidance: Though revenue increased 12-fold, it's hard to overcome a 23% surge in inference costs.

Claude chatbot developer Anthropic is facing profitability challenges as its revenue surges. According to a report by The Information on Wednesday, the company lowered its 2025 gross margin forecast to 40% last month, 10 percentage points below previous optimistic projections. This was due to AI model inference costs on Google

$5,400! Goldman Sachs sharply raises gold target price: The wealthy are rushing in, competing with central banks for "limited physical reserves"

$5,400! Goldman Sachs sharply raises gold target price: The wealthy are rushing in, competing with central banks for "limited physical reserves"

The rules of the gold market have changed. Gold is no longer just a game for central banks—private-sector whales are entering, and they are here to hedge “global policy risks.” According to Chasing Trend Trading Desk, Goldman Sachs raised its gold price target for this year sharply on January

"The 'valuation boosting' phase is over? Gu Xinfeng of ChinaAMC boldly speaks out in the Q4 report."

"The 'valuation boosting' phase is over? Gu Xinfeng of ChinaAMC boldly speaks out in the Q4 report."

``` After three years of adjustments in growth stocks, 2025 has become a year for many actively managed equity funds to reassess their positioning. Valuation recovery is no longer the main theme; performance delivery has returned to center stage. Hua Xia Core Manufacturing’s 2025 fourth quarter report happens to appear

Korean stocks break through 5,000 points! South Korea accelerates its AI strategy, aiming to build an "Asian AI infrastructure hub."

Korean stocks break through 5,000 points! South Korea accelerates its AI strategy, aiming to build an "Asian AI infrastructure hub."

``` When South Korea’s stock market benchmark, the Kospi, rises above 5000 points, an economy previously viewed mainly as a cyclical export market is being revalued by capital. On Thursday, the Kospi index surged as much as 2.2% intraday, surpassing the 5000-point target proposed by President Lee Jae-myung. Over

Hundred-billion private equity "legion" sounds the assembly call for A-shares.

Hundred-billion private equity "legion" sounds the assembly call for A-shares.

A force never seen before is quietly reshaping China's private equity industry. In the past two years, a "new legion" with unique backgrounds and rapid momentum has leaped from zero to hundreds of billions with astonishing speed. They do not rely on roadshows for publicity, nor

Yen depreciation boosts Japan's exports, marking fourth consecutive month of growth.

Yen depreciation boosts Japan's exports, marking fourth consecutive month of growth.

``` Japan’s exports in December increased by 5.1% year-on-year, achieving growth for the fourth consecutive month. However, exports to the US fell sharply by 11.1%, casting a shadow over the outlook for full-year growth. According to data released by Japan’s Ministry of Finance on Thursday, the export