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``` Jefferies analyst Christopher LaFemina recently wrote in a client report: "It turns out we were not bullish enough on copper." He immediately raised his copper price target for 2030 to $8 per pound, equivalent to $17,636 per ton—this is currently the highest known copper price forecast

``` Is the recent sustained rise of US stocks the result of a bubble or driven by fundamentals? Goldman Sachs has given a clear answer: it is earnings, not valuation expansion or speculative sentiment, that are supporting this bull market. Goldman Sachs’ chief US equity strategist Ben Snider wrote in the

Geopolitical tensions persist, with stock markets in Japan and South Korea plunging, and overnight US tech stocks facing sell-offs. A-shares and Hong Kong stocks are under pressure across the board, with sectors like non-ferrous metals and computing hardware collectively adjusting. On June 10, A-shares fluctuated downwards, with the three major

``` The current US IPO market is experiencing a wave of intensive large-scale stock issuances, leading to the hottest market question: Will this wave of “massive supply” drain liquidity and crush US stocks? Deutsche Bank strategist Binky Chadha and others recently provided a clear answer. The strategists systematically reviewed historical data

``` At 20:30 Beijing time tonight, the US Bureau of Labor Statistics will announce the May CPI data. This is also the most closely watched key inflation data in the market ahead of the Federal Reserve's new chairman Waller's policy rate meeting next week. According to

A report by AI industry chain star analysis agency SemiAnalysis, which directly points to delays in two core technological paths for AI data centers, triggered severe volatility in the optical communications sector on June 10, and sparked intense debate about future technological routes and investment opportunities among investors and industry

``` Token expenditure growth is showing signs of fatigue, and the market’s core focus on AI is quickly shifting from "whether the technology is feasible" to "whether the costs are bearable." On June 9, macro strategist Andreas Steno Larsen stated on social media that the Silicon