Latest

Robin Zeng has poured cold water again. On June 23, at the Dalian Summer Davos Forum, CATL chairman Robin Zeng rated the current progress of the solid-state battery industry: If on a scale of 1 to 9, where 9 means ready for mass production, the entire industry is only at

``` After the U.S. Eastern market closed on Wednesday, Micron Technology, the global leader in storage chips, will release its third fiscal quarter 2026 results. The significance of this earnings report has far surpassed that of a typical quarterly disclosure—amid a sudden surge in doubts about the sustainability of

``` Micron Technology’s upcoming quarterly earnings report is rapidly becoming the short-term core variable in global tech stock pricing. Nomura Securities pointed out that the implied volatility premium in the options market for this event has surpassed that of recent Federal Reserve meetings, with a significantly increased marginal impact on

``` The Agent boom is sweeping across the entire banking industry. At the June 18 Lujiazui Forum, Agricultural Bank Chairman Gu Shu, Bank of China President Zhang Hui, and several other major bank executives shared their views on financial Agents; Almost at the same time, Alibaba Cloud Vice President Zhang Chi

``` The European power system is currently enduring the impact of the latest heatwave. The high temperatures have significantly increased electricity demand for cooling, while also limiting the actual output capacity of certain power generation facilities, resulting in sharp electricity price fluctuations. On June 24, according to Bloomberg citing EPEX Spot

``` Traditional cybersecurity is being repriced by AI. In the past, vulnerability discovery was highly dependent on human labor. Top-level hackers, prolonged code analysis, and scarce zero-day vulnerabilities collectively supported the commercial value of security companies. But at the 14th Internet Security Conference, 360 Group founder Zhou Hongyi offered a more

June 24, Industrial and Commercial Bank of China issued an announcement stating that, starting from the end-of-day settlement on July 24, 2026, it will suspend agency Shanghai Gold Exchange individual precious metals bidding transactions (including spot and deferred delivery contracts). The affected varieties include Au99.99, Au100g, Au99.95, PGC30g,

US equity valuations are elevated, and concerns about equity risk premium are rising in the market. However, a Bloomberg column points out that the commonly used calculation methods have methodological flaws. After reasonable adjustments, US stocks are expensive but have not yet reached dangerous levels. Bloomberg columnist Nir Kaissar notes

``` Author | Zhou Zhiyu Renault Group CTO Philippe Brunet has visited China 20 times in the past three years, and this year, the first half alone marks his third trip. For a CTO managing engineering centers across seven countries globally, this frequency is itself a statement. "China is like a

``` The Euro has been under obvious pressure against the US dollar this month, falling to its lowest level in over a year. The market’s repricing of the European Central Bank’s policy path, combined with the Federal Reserve’s continued hawkish stance, has led to a divergence, jointly pushing

On June 24, Hong Kong Stock Exchange documents showed that Shanghai Gerui Software Co., Ltd. ("Gerui") has released its post-hearing information pack, marking its official approval in the HKEX IPO hearing. Guotai Junan International and Minyin Capital are serving as joint sponsors. As a company applying for listing

``` Bank of Japan Governor Kazuo Ueda made his first public statement since recovering from illness, reiterating that the risk of inflation exceeding the 2% target still exists, and that the central bank will push forward further rate hikes at an appropriate time. In a speech delivered on Wednesday, Ueda stated,

``` Samsung Electronics is significantly shifting the strategic focus of its high bandwidth memory (HBM) production capacity forward, aiming to use its next-generation products to reverse its previous lag in the HBM competition against SK Hynix. According to Korean media reports, Samsung Electronics has recently allocated half of its monthly HBM