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"The 'digital currency treasury model' is collapsing."

"The 'digital currency treasury model' is collapsing."

``` The craze for companies holding digital currencies as treasury assets is cooling rapidly. According to media statistics, the pace at which US-listed companies are purchasing Bitcoin has continued to slow down in recent months, dropping in September to its lowest level since April. Market analysts attribute this trend to an

Temu's strong rebound: Is it time to reassess Pinduoduo?

Temu's strong rebound: Is it time to reassess Pinduoduo?

``` Despite the turbulence caused by tariff policies, Temu has demonstrated strong resilience through the successful transformation of its business model and robust operations. According to Zhui Feng Trading Desk, UBS analysts Kenneth Fong and Sardonna Fong stated in a recently released research report that earlier this year, amid volatile trade

Goldman Sachs interprets "gold price breakthrough": Western investors significantly increased positions, gold price gains may exceed expectations

Goldman Sachs interprets "gold price breakthrough": Western investors significantly increased positions, gold price gains may exceed expectations

``` Goldman Sachs, which has been bullish on gold for a long time, stated that the rally in gold prices may be far from over, driven by the unexpected surge in purchases by Western individual investors. According to the news from Chasing Wind Trading Desk, Goldman Sachs analysts Daan Struyven, Lina

Bank of America European institutional roadshow: strong interest and optimism toward the Chinese market, generally bullish on "rising until the end of the year"

Bank of America European institutional roadshow: strong interest and optimism toward the Chinese market, generally bullish on "rising until the end of the year"

``` Since the beginning of this year, judging from the performance of stock markets in the U.S. and major Asian markets, the Chinese stock market has been one of the best-performing markets. Recently, Bank of America stated during its European institutional roadshow that many investors are optimistic that the rebound

Keep oil prices stable? Used to rely on Saudi Arabia, now rely on China.

Keep oil prices stable? Used to rely on Saudi Arabia, now rely on China.

``` In the crude oil market, has China taken over from Saudi Arabia as the new oil price "stabilizer"? Although global demand growth is still cooling, OPEC+ unexpectedly decided to rapidly ramp up production this April, catching the market off guard. Analysts expect the organization may even consider further

On days without the "Nonfarm Payrolls" report, the "ADP report" becomes the market's "only focus."

On days without the "Nonfarm Payrolls" report, the "ADP report" becomes the market's "only focus."

``` In the absence of official U.S. employment data, the usual "appetizer"—the "mini non-farm"—has unexpectedly become the focus of the market. Due to the U.S. government shutdown, the Bureau of Labor Statistics (BLS), which is responsible for releasing the non-farm payroll report, has

JPMorgan sharply raises Alibaba’s target price, optimistic about a new flywheel: “Turning AI cloud tokens into e-commerce take rates.”

JPMorgan sharply raises Alibaba’s target price, optimistic about a new flywheel: “Turning AI cloud tokens into e-commerce take rates.”

``` J.P. Morgan has significantly raised Alibaba's target price. Analysts say that by converting AI token revenue from its cloud business into commission rate advantages for its e-commerce platform, Alibaba is building an unprecedented business flywheel. Over the past three months, Alibaba’s share price has outperformed the