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Jensen Huang visits Taiwan to "request production capacity"; TSMC urgently adds expansion plans and may raise capital expenditure for 2026.

Jensen Huang visits Taiwan to "request production capacity"; TSMC urgently adds expansion plans and may raise capital expenditure for 2026.

“Without TSMC, there would be no Nvidia!” After Jensen Huang went to the doorstep to “order goods”, TSMC has reportedly been considering expanding its production capacity. On November 14, according to Wind Chasing Trading Desk, Morgan Stanley's latest research report indicates that TSMC may be planning to add

China's industrial value-added above designated size increased by 4.9% year-on-year in October.

China's industrial value-added above designated size increased by 4.9% year-on-year in October.

In October, the value added of industrial enterprises above designated size increased by 4.9% year-on-year in real terms (all growth rates of value added are real growth rates excluding price factors). Month-on-month, the value added increased by 0.17% over September. From January to October, the value added rose

U.S. liquidity indicators show signs of "tightening" again—Is the market forcing the Federal Reserve to "restart QE"?

U.S. liquidity indicators show signs of "tightening" again—Is the market forcing the Federal Reserve to "restart QE"?

After a brief stabilization, the US short-term financing market is once again showing signs of tightening liquidity, raising doubts in the market about the effectiveness of the Federal Reserve’s recent interventions. The rebound in key interest rate indicators is fueling speculation that the Fed may be forced to expand

After consecutive bloodbaths, the crypto circle is panicking. After the last time of "such panic," Bitcoin fell another 25%.

After consecutive bloodbaths, the crypto circle is panicking. After the last time of "such panic," Bitcoin fell another 25%.

The cryptocurrency market sentiment index has dropped to the lowest point this year, sparking investor concerns about a new round of deep corrections. Despite the spread of panic, many analysts believe that the current extreme pessimism may signal the formation of a local bottom and advise investors to remain patient

Rising electricity prices blamed on "carbon control"? Pennsylvania abandons regional carbon trading market.

Rising electricity prices blamed on "carbon control"? Pennsylvania abandons regional carbon trading market.

Due to soaring electricity prices and surging data center demand, Pennsylvania has officially decided to withdraw from the regional carbon trading market. On November 13, Pennsylvania Governor Josh Shapiro signed a bill authorizing the state’s withdrawal from the Regional Greenhouse Gas Initiative (RGGI). This move not only cuts funding

The U.S. stock sell-off may spread to Asia; the Nikkei once fell more than 2%, and the Korean won strengthened by 1% after remarks by the Korean finance minister.

The U.S. stock sell-off may spread to Asia; the Nikkei once fell more than 2%, and the Korean won strengthened by 1% after remarks by the Korean finance minister.

Due to the sharp decline in risk assets overnight, Asian stock markets may come under pressure on Friday. After the positive news of the US government reopening has been digested, the market focus has shifted to economic data and Federal Reserve policy. According to WallstreetCN, hawkish comments from Federal Reserve

Did Berkshire significantly reduce its holdings of Apple and Bank of America in the third quarter?

Did Berkshire significantly reduce its holdings of Apple and Bank of America in the third quarter?

Berkshire Hathaway sold $12 billion in stocks in the third quarter, continuing its years-long net selling trend. Apple and Bank of America were the main targets for reduction, while the company also purchased $6.4 billion in stocks, with most of the new holdings concentrated in the commercial and industrial