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In the end, Alibaba has finally gone head-to-head with Meituan.

In the end, Alibaba has finally gone head-to-head with Meituan.

``` Author | Huang Yu Editor | Wang Xiaojuan Nearly five months after Taobao Flash Sale joined the food delivery battle, the industry widely expected Alibaba would once again double down on the in-store group buying business, and now it has finally arrived. Wallstreetcn has learned that on September 20, Taobao Flash Sale&

BOJ’s “unexpected hawkish turn”: two “dissenting votes” and ETF reduction

BOJ’s “unexpected hawkish turn”: two “dissenting votes” and ETF reduction

``` Two committee members opposed, surprise announcement of ETF sell-off, and Kazuo Ueda turning “hawkish” — the Bank of Japan may raise interest rates sooner than expected. On Friday, the Bank of Japan sent a more hawkish signal than the market expected at its policy meeting, with two members voting against keeping

Up more than 50% since September, next week’s Micron earnings require a “strong HBM narrative” from the market.

Up more than 50% since September, next week’s Micron earnings require a “strong HBM narrative” from the market.

``` Before Micron's earnings release, Barclays is optimistic about a short-term rebound in NAND business and long-term growth in HBM business, raising its target price to $175. According to Trading Desk news, Barclays stated in its latest report that the temporary recovery in the NAND flash business and the

U.S. stock futures: Intel falls over 2% pre-market, European stocks generally rise, the dollar rebounds, and spot gold increases.

U.S. stock futures: Intel falls over 2% pre-market, European stocks generally rise, the dollar rebounds, and spot gold increases.

``` The Bank of Japan kept interest rates unchanged at its policy meeting, but unexpectedly announced the start of ETF sales, dragging down Asian stock markets and causing the record-breaking global equity rally to stall. On Friday, before the US market opened, Intel fell more than 2%. FedEx rose over 5%

JPMorgan remains bullish on Chinese bank stocks: "The high dividend story is far from over!"

JPMorgan remains bullish on Chinese bank stocks: "The high dividend story is far from over!"

After a one-month interval, J.P. Morgan has once again released a research report expressing a firm bullish stance on Chinese bank stocks, suggesting that the “high dividend narrative” is far from over. According to a report on August 19 by Jiemian, J.P. Morgan analyst Katherine Lei stated in

NVIDIA’s $5 Billion Investment: Is Intel Foundry’s Spinoff Approaching a Key Milestone?

NVIDIA’s $5 Billion Investment: Is Intel Foundry’s Spinoff Approaching a Key Milestone?

``` Nvidia announced yesterday that it will invest $5 billion in Intel for the development of AI infrastructure and PC products. Analysts see this move as a key signal that Intel’s foundry business has secured vital customer support. According to Zhuifeng Trading Desk, citing a UBS research report released on

Nvidia teams up with Intel, potentially reshaping the AI PC market landscape, putting great pressure on MediaTek.

Nvidia teams up with Intel, potentially reshaping the AI PC market landscape, putting great pressure on MediaTek.

``` According to the agreement disclosed by both parties on Thursday, chip giant NVIDIA announced a $5 billion investment in Intel and reached a partnership to jointly develop next-generation data center and client processors. According to Chasing Wind Trading Desk, JPMorgan analysts Gokul Hariharan, Jennifer Hsieh, and David Chou analyzed in