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Under the banner of Huaxia, Apple’s target price was lowered: Chip price increases may cause gross margin to fall by 100 basis points this year.

Under the banner of Huaxia, Apple’s target price was lowered: Chip price increases may cause gross margin to fall by 100 basis points this year.

Citibank’s latest report has lowered Apple’s target price from $330 to $315 per share. The report points out that surging storage prices will directly squeeze Apple’s profit margins, and its gross margin in 2026 is expected to face significant downward pressure. According to ZF Trading Desk, the

“No one dares to catch the flying knife”! The concern in Japan’s bond market is: Where will the money come from for the 5 trillion yen consumption tax reduction?

“No one dares to catch the flying knife”! The concern in Japan’s bond market is: Where will the money come from for the 5 trillion yen consumption tax reduction?

As Japan’s general election approaches, concerns about the collapse of fiscal discipline are rapidly spreading in the Japanese bond market. Investors are showing extreme caution in the face of potentially massive, unfunded tax cut promises. According to Xinhua News Agency, Japanese Prime Minister Sanae Takaichi stated at a press

Extreme Greed Moment! Bank of America Fund Manager Survey: "No Landing" for the global economy becomes consensus for the first time, stock hedging strategies are on the verge of collapse.

Extreme Greed Moment! Bank of America Fund Manager Survey: "No Landing" for the global economy becomes consensus for the first time, stock hedging strategies are on the verge of collapse.

Global investors are caught in a state of “extreme greed,” with market sentiment pushed to its highest level since mid-2021. According to the latest global fund manager survey by Bank of America, as fund managers flock to risk assets, cash levels in investment portfolios have plunged to historic lows, with

The "good start" effect is beginning to show, as the latest premium announcements from CPIC and New China Life indicate steady growth.

The "good start" effect is beginning to show, as the latest premium announcements from CPIC and New China Life indicate steady growth.

``` Premium income of insurance companies continues to grow at a high rate. On January 20, China Pacific Insurance (CPIC) released its latest premium income report. According to the report, in the full year of 2025, the two core subsidiaries under the CPIC Group achieved a total original insurance premium income

Learn from history: How to "escape the peak" in a bull market?

Learn from history: How to "escape the peak" in a bull market?

Although current market sentiment is rather heated, investors may still have some time before the real "exit moment" in this bull market. According to the latest strategy report released by the team of Deng Yulin at Guolian Minsheng Securities on January 19, based on a combined assessment of

Musk's AI arms race accelerates

Musk's AI arms race accelerates

``` Author | Chai Xuchen Editor | Zhou Zhiyu In the tech industry, Moore's Law once served as a guiding beacon for the fast progress of the semiconductor sector. However, with the explosive increase in AI hardware demand, Musk is determined to bring down giants like NVIDIA and AMD with his

Epic crash in Japanese bonds, Wall Street: Is the Bank of Japan going to "step in for emergency rescue"?

Epic crash in Japanese bonds, Wall Street: Is the Bank of Japan going to "step in for emergency rescue"?

Japanese government bonds are experiencing an epic sell-off, with long-term bond yields soaring to record levels. This is mainly due to market investors panicking over Prime Minister Sanae Takaichi’s aggressive fiscal expansion plans and the resulting inflation risks. On the 20th, the yield on Japan’s 30-year bonds rose