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Yen's sharp decline forces central bank to raise interest rates early? Report: Officials more concerned about the impact of weak exchange rates on inflation.

Yen's sharp decline forces central bank to raise interest rates early? Report: Officials more concerned about the impact of weak exchange rates on inflation.

Officials at the Bank of Japan are increasingly concerned about the potential impact of a weak yen on inflation, a situation which may substantially disrupt the future rate hike trajectory. According to sources cited by Bloomberg, while the Bank of Japan is likely to keep rates unchanged at the upcoming

The Cost of the Storage Feast: Behind Samsung's Doubled Profits, Apple and HP's "Profit Defense Battle" Has Only Just Begun

The Cost of the Storage Feast: Behind Samsung's Doubled Profits, Apple and HP's "Profit Defense Battle" Has Only Just Begun

Global tech hardware giants are facing a severe "profit defense battle" as storage component prices soar, causing dramatic divergence within the industry. While storage chip manufacturers are experiencing explosive profit growth, downstream device makers in the supply chain are being forced to make tough choices between sacrificing profit

Another strategic reserve is born? Report: U.S. Congress bipartisanly pushes $2.5 billion critical minerals strategic reserve plan

Another strategic reserve is born? Report: U.S. Congress bipartisanly pushes $2.5 billion critical minerals strategic reserve plan

Lawmakers from both parties in the United States are set to introduce a new bill aimed at establishing a $2.5 billion "Strategic Resilience Reserve" for storing critical minerals. This initiative is intended to reduce U.S. dependence on external supply chains and provide stable raw material support

$580 target price for SanDisk, raised by 93%! Bernstein: AI is creating an unprecedented storage supercycle.

$580 target price for SanDisk, raised by 93%! Bernstein: AI is creating an unprecedented storage supercycle.

Wall Street’s narrative on AI hardware is shifting from pure “computing power” to “storage capacity.” According to Chase Wind Trading Desk, on January 14, Bernstein analyst Mark Newman and his team pointed out in their latest report that the data explosion driven by AI is creating an “unprecedented super

CPU's Major New Opportunity? When Intel and AMD Meet the New Agent Trend

CPU's Major New Opportunity? When Intel and AMD Meet the New Agent Trend

Inference demand is exploding, the era of Agents has arrived, the AI industry structure faces transformation. Will the logic of hardware procurement undergo a major reversal? What key advantages do Intel and AMD respectively possess? 1. What happened? CPU price increases According to our discussions with industry insiders, TSMC’s

Impacted by fluctuations in live pig market prices, Muyuan Foods expects its net profit in 2025 to decrease by 14.93%–20.21% year-on-year.

Impacted by fluctuations in live pig market prices, Muyuan Foods expects its net profit in 2025 to decrease by 14.93%–20.21% year-on-year.

``` China’s leading hog farming company Muyuan Foods expects its net profit for the full year of 2025 to decline significantly, mainly dragged down by a sharp year-on-year drop in pig sales prices, despite the company’s achievements in controlling production costs. According to an announcement released by the company

Goldman Sachs: The US dollar will remain overvalued by about 15% in 2026; the reevaluation of tech "exceptionalism" poses a major downside risk.

Goldman Sachs: The US dollar will remain overvalued by about 15% in 2026; the reevaluation of tech "exceptionalism" poses a major downside risk.

Goldman Sachs delivered a clear signal to the market in its 2026 global forex outlook: The dominance of the US dollar is loosening, but has not collapsed. According to Chasing Wind Trading Desk, on January 10, the Goldman Sachs Kamakshya Trivedi team released a research report, stating that the core