All-Weather Media

Latest

Goldman Sachs: We are in the "optimistic phase" of the cycle! Predicting a 13% global stock market return in 2026.

Goldman Sachs: We are in the "optimistic phase" of the cycle! Predicting a 13% global stock market return in 2026.

Goldman Sachs’ equity strategy team pointed out in its latest outlook report that global stock markets are in a typical “optimistic phase”, and the breadth of the bull market will further expand in 2026. The strategy team, led by Peter Oppenheimer, maintains a constructive view on equities, though they expect

Clocktower Wang Kaiwen: Silver is currently the highest-conviction trade. If the Fed “dares” to cut rates while inflation is falling, then silver will “shoot to the moon” | Alpha Summit

Clocktower Wang Kaiwen: Silver is currently the highest-conviction trade. If the Fed “dares” to cut rates while inflation is falling, then silver will “shoot to the moon” | Alpha Summit

``` On December 24, spot silver surged strongly, not only breaking through the key psychological threshold of $70 per ounce in one go, but also reaching as high as $72 per ounce. Its sharp rise quickly became the market’s focal point. This trend confirms and extends the increasingly bullish expectations

Senior tech analyst: Nvidia is really cheap

Senior tech analyst: Nvidia is really cheap

On June 19, renowned Wall Street investment bank Bernstein released a research report stating that although Nvidia's stock performance this year has been decent, its valuation has undergone significant compression as profit expectations continue to be revised upward, currently sitting at a historically attractive low. According to Chase

Metal prices soared collectively over the Christmas holiday, with gold, silver, and copper reaching new highs. Better-than-expected economic data hit rate cut expectations, and global stock markets declined.

Metal prices soared collectively over the Christmas holiday, with gold, silver, and copper reaching new highs. Better-than-expected economic data hit rate cut expectations, and global stock markets declined.

Stronger-than-expected US economic growth data has weakened market bets on a near-term Fed rate cut, exerting broad pressure on global stock markets. Commodities surged, with gold, silver, platinum, and London copper hitting record highs, and wheat prices extending gains. On December 24, US stock index futures all fell, and most

Zhu Jiangming issues internal letter: Beware of "victory" and hold yourself to world-class automaker standards.

Zhu Jiangming issues internal letter: Beware of "victory" and hold yourself to world-class automaker standards.

``` Author | Chai Xuchen Editor | Wang Xiaojuan “In our tenth year of entrepreneurship, we achieved the goals we set five years ago. Annual sales approached 600,000 vehicles, and the company is expected to achieve annual profitability. This is Leapmotor’s most fruitful year.” On December 24th, the day before Christmas,

Morgan Stanley Heavyweight Robot Yearbook (VI): Autonomous Driving on the Verge of Breakthrough, China Has Taken the Lead

Morgan Stanley Heavyweight Robot Yearbook (VI): Autonomous Driving on the Verge of Breakthrough, China Has Taken the Lead

The global automotive industry is standing at a major turning point. According to Morgan Stanley’s “The Robot Almanac Vol. 6: Autonomous Vehicles” released on the 21st, analyst Adam Jonas and his team point out that although humans currently spend a cumulative 82 million years annually inside cars, this traditional

5 consecutive days of gains! Geopolitical risks and extreme weather "resonate," wheat sees the strongest rebound in 8 months.

5 consecutive days of gains! Geopolitical risks and extreme weather "resonate," wheat sees the strongest rebound in 8 months.

``` Supply risks in the Black Sea region resonated with drought conditions in US production areas, injecting strong upward momentum into the global wheat market. Driven by escalating supply risks in the Black Sea region and weather uncertainties in US production areas, Chicago wheat futures prices climbed again on Tuesday, marking