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The capital market has not been so excited about a product rumor for a long time. On June 2, 2026, news emerged that Tencent was preparing to embed Agent capabilities within the WeChat ecosystem. Even though the news had not been officially confirmed, the market was already reacting. On that

As AI chips continue to evolve towards larger sizes and greater complexity, the competition for next-generation packaging and substrate technologies is intensifying, with glass substrates becoming a focal point in the industry. According to Korean media reports, glass substrates are expected to enter early commercialization in 2027, reach a capacity

Goldman Sachs has significantly raised its copper price forecast, increasing the average LME copper price estimate for 2027 by 28% to $13,800/ton. The core logic lies in the sudden expansion of supply gaps in markets "outside the US"—continued US imports and stockpiling have been draining

``` Beijing time, June 5th, lululemon officially released its financial report for the first quarter of fiscal year 2026. Data shows that the company achieved net revenue of $2.47 billion in the first quarter, up 4% year-on-year, or 2% on a constant currency basis, slightly exceeding Wall Street's

``` The US nonfarm payroll data for May to be released tonight will plunge the market into a rare "anti-Goldilocks" dilemma: regardless of whether the data is strong or weak, it's hard to see it as a net positive for the stock market. Investors face the most

``` The new Federal Reserve chair, Kevin Warsh, is preparing to implement the most profound institutional overhaul in decades at the world’s most influential central bank, with a core focus targeting its approach to market communication. According to a recent report by the Financial Times, several former senior Fed officials

``` AI is creating an illusion of efficiency. Code output has surged, but software releases have only modestly increased; cumulative enterprise AI spending has surpassed $1 trillion, yet actual cost savings are generally disappointing. Multiple recent studies point to the same unsettling conclusion for the market: The productivity dividend of AI