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J.P. Morgan: The upward cycle for AI and semiconductors will extend to 2027, optimistic about the performance of Asian tech stocks next year.

J.P. Morgan: The upward cycle for AI and semiconductors will extend to 2027, optimistic about the performance of Asian tech stocks next year.

J.P. Morgan's latest research suggests that, despite ongoing market concerns over an artificial intelligence bubble, the AI-driven upcycle for semiconductors is far from peaking. The duration of this cycle will exceed typical patterns and extend to 2027, providing strong support for Asian tech stocks’ performance in 2026.

Rumors triggered a sharp decline in the photovoltaic sector; the industry association urgently refuted the rumors and declared they will not stop until vicious competition is eliminated.

Rumors triggered a sharp decline in the photovoltaic sector; the industry association urgently refuted the rumors and declared they will not stop until vicious competition is eliminated.

A rumor circulating online caused the photovoltaic sector to slump, prompting the China Photovoltaic Industry Association to issue an urgent clarification. The association’s executive secretary posted in his social circle: “We will not stop until we break free from vicious, self-destructive competition.” On November 12, A-share photovoltaic sector plunged,

Is AI a new variable in Fed policy? Fed governor warns that delays have begun to drag on job growth.

Is AI a new variable in Fed policy? Fed governor warns that delays have begun to drag on job growth.

The impact of artificial intelligence on the economy is becoming a new variable facing Federal Reserve monetary policy. Federal Reserve Governor Michael Barr warned that the rapid development of AI technology may have begun to exert a substantive impact on the job market, and this change could alter the way

Rate cut expectations and government reopening optimism boost risk assets; Nasdaq futures rise 0.5%, U.S. Treasuries advance, gold retreats.

Rate cut expectations and government reopening optimism boost risk assets; Nasdaq futures rise 0.5%, U.S. Treasuries advance, gold retreats.

Weak U.S. employment data has strengthened market expectations for Fed rate cuts, and the Senate's passage of a temporary bill has led markets to believe the U.S. government may soon reopen. Optimism is driving broad gains in risk assets. On November 12, U.S. stock index

Hon Hai Q3 net profit reaches NT$57.67 billion, exceeds expectations; revenue at NT$2.06 trillion | Financial Report Highlights

Hon Hai Q3 net profit reaches NT$57.67 billion, exceeds expectations; revenue at NT$2.06 trillion | Financial Report Highlights

``` Hon Hai’s net profit for the third quarter was NT$57.67 billion, market estimate was NT$50.95 billion. Operating profit for the third quarter was NT$70.54 billion, market estimate was NT$63.01 billion. Revenue for the third quarter was NT$2.06 trillion, market

"Little Deng" injured, "Old Deng" takes the stage—a rotation signal between "growth and value" in the US stock market?

"Little Deng" injured, "Old Deng" takes the stage—a rotation signal between "growth and value" in the US stock market?

``` The U.S. stock market is undergoing a clear shift in market style. As the "Newcomers"—tech stocks that have long led the market—begin to show fatigue, traditional blue-chip stocks—the "Old Guards"—are stepping up to hit new highs. On Tuesday, market divergence became

The yen is falling toward the 155 mark, and Japan's finance minister has issued a verbal warning. When will direct intervention be triggered?

The yen is falling toward the 155 mark, and Japan's finance minister has issued a verbal warning. When will direct intervention be triggered?

``` The Japanese government's tolerance for exchange rate volatility is approaching its limit. As the yen approached the key threshold of 155 against the US dollar on Wednesday, Japanese Finance Minister Shunichi Kato issued a new warning of intervention. On Wednesday local time, Kato stated in parliament that "