All-Weather Media

Latest

Valuation has reached its limit? Five perspectives on gold prices

Valuation has reached its limit? Five perspectives on gold prices

Against the backdrop of this year's repeated record highs in gold prices, a latest gold outlook report from Citi provides a calm perspective for the frenzied market. The core conclusion of the report is that although long-term structural demand remains, gold’s valuation from multiple dimensions is already

A-shares opened lower, the ChiNext Index fell 0.43%, computing hardware led the decline, pharmaceutical stocks rallied collectively, Hong Kong stocks opened higher, and new consumption continued its upward trend.

A-shares opened lower, the ChiNext Index fell 0.43%, computing hardware led the decline, pharmaceutical stocks rallied collectively, Hong Kong stocks opened higher, and new consumption continued its upward trend.

A-shares opened lower, with the Shanghai Composite Index down 0.15% and the ChiNext Index down 0.43%. Photovoltaics, lithium batteries, and computing hardware saw the largest declines; cultivated diamonds and superhard materials concepts pulled back. Pharmaceutical stocks rose collectively, with perovskite batteries leading the gains. Hong Kong stocks'

AI giants "must buy"; manufacturers hold the greatest pricing power! Morgan Stanley: This round of the memory "supercycle" will far exceed historical peaks.

AI giants "must buy"; manufacturers hold the greatest pricing power! Morgan Stanley: This round of the memory "supercycle" will far exceed historical peaks.

Morgan Stanley believes that a new AI-driven "super cycle" for memory has already arrived, with its intensity and logic fundamentally different from any previous cycles. According to Wind Trading Desk, Morgan Stanley stated in its latest report that DRAM prices are breaking historic highs, ushering in an unprecedented

Liquidating Nvidia shakes the market—this is the second time Masayoshi Son has done this.

Liquidating Nvidia shakes the market—this is the second time Masayoshi Son has done this.

``` Tuesday’s earnings report shows that SoftBank founder Masayoshi Son has once again made a headline-grabbing all-in gamble. The billionaire, famous for his extreme investment style, has completely sold off SoftBank’s $5.8 billion stake in Nvidia, redirecting funds toward the AI sector—including plans to invest $30 billion

The U.S. government shutdown is about to end, and Morgan Stanley has formulated a data release schedule.

The U.S. government shutdown is about to end, and Morgan Stanley has formulated a data release schedule.

As the U.S. government shutdown nears its end, market focus is shifting from the political deadlock to the release schedule of the backlog of economic data and its impact on the Fed's December rate decision. According to news from the Chase Wind Trading Desk, Morgan Stanley, in

The U.S. government is about to reopen, September nonfarm payrolls might be released as early as Friday, October nonfarm payrolls may be "gone", but Goldman Sachs expects it to be "the worst since December 2020".

The U.S. government is about to reopen, September nonfarm payrolls might be released as early as Friday, October nonfarm payrolls may be "gone", but Goldman Sachs expects it to be "the worst since December 2020".

``` ★Final day countdown｜Jianwen 11.11 event, all-member products at the lowest price of the year! 26-year Alpha new products fully launched!>> As the US government is expected to end its record-breaking shutdown this week, investors are about to face rapidly cooling labor data, with Goldman Sachs predicting

The only Asian giant with a market value exceeding one trillion dollars! Institutions forced to “underweight” TSMC

The only Asian giant with a market value exceeding one trillion dollars! Institutions forced to “underweight” TSMC

Since the beginning of this year, TSMC’s share price in Taipei, Taiwan has soared by 36%. This surge has pushed its weighting in the Taiwan Weighted Index to nearly 43%, and its weighting in the MSCI Emerging Markets Index and the MSCI Asia Pacific (excluding Japan) Index has also