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The U.S. stock market’s fourth-quarter earnings season has officially begun. John Flood, Goldman Sachs’ chief trader, believes that market expectations for S&P 500 earnings are “once again too conservative,” and that actual results are likely to exceed consensus forecasts. This week’s bank earnings reports will

In 2025, Ubiquant ranked second among China’s quantitative funds with over 10 billion RMB in assets, thanks to an average return rate of 56.6%. Its strong performance is providing robust financial backing to its AI spin-off, DeepSeek. According to SimuPaiPai data, Ubiquant ranks second among Chinese quant funds

Micron executives stated that despite massive investments, the memory shortage issue will not be resolved before 2028. Christopher Moore, Vice President of Marketing for Micron Technology's Mobile and Client Business Unit, one of the world's largest memory manufacturers, said in an interview that the current tight

Recently, Goldman Sachs released its research report "Greater China Technology Industry Outlook 2026." Focusing on three major themes—AI infrastructure upgrades, innovation in consumer electronics, and localization of semiconductors—the report systematically reviews the top ten technology trends most worthy of attention in 2026, and points out that

Smart glasses are undergoing a key transition from mobile phone accessories to independent intelligent terminals. With the integration of eSIM communication modules and the implementation of multimodal AI technologies, this category has begun to substantially take over core mobile phone functions such as calls, connectivity, and complex computing. According to

``` According to CCTV News, on January 9 local time, the U.S. Supreme Court stated that it would not make a ruling that day regarding the Trump administration's global reciprocal tariffs imposed under the International Emergency Economic Powers Act (IEEPA). This means the market may have to continue

After Federal Reserve Chairman Powell accused the Justice Department of launching a grand jury investigation to pressure the central bank, Trump immediately faced bipartisan backlash, and his plan to nominate a new Fed chair encountered major obstacles. According to a Bloomberg report on Monday, Republican Senator Thom Tillis, a key