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``` The software sector is undergoing a fierce catch-up rally, completely reversing its previous long-standing neglect by the market. During the current artificial intelligence boom, investor attention has long been focused on semiconductors, with the software sector almost ignored. However, this pattern is changing rapidly—software stocks have posted the largest

The hawkish voices within the Federal Reserve continue to intensify. Cleveland Fed President Beth Hammack said on Tuesday, Although keeping interest rates unchanged remains reasonable at present, if recent inflation data continue to remain elevated, policy actions may soon be needed—including considering further rate hikes to address the ongoing

The record-setting rally in U.S. stocks is facing a structurally underestimated market threat—the sharp rise in AI computing power costs, which is eroding the profitability of hyperscale cloud computing companies and raising deep doubts about whether massive AI spending can be justified by sufficient demand. The growth rate

``` Author | Zhou Zhiyu At the ongoing Greater Bay Area Auto Show in Shenzhen, Lantoo has brought its recently launched Taishan X8. Lantoo's booth is bustling with activity. But looking around, Huawei occupies two of the twelve exhibition halls, and even neighboring booths are labeled as Huawei. Many Lantoo

``` Gold officially replaces U.S. Treasury securities, taking the crown as the world’s largest reserve asset. According to the latest report released by the European Central Bank on Tuesday, by the end of 2025, gold accounted for 27% of global central bank reserve assets, a significant jump from 20%

``` In the wave of investment in artificial intelligence, Nvidia has long been the focus of the market, but a fund manager overseeing nearly $10 billion in assets has offered a different answer: TSMC is currently the most indispensable core in the AI ecosystem. According to a MarketWatch report on Tuesday,

``` A new round of moderate and stronger El Niño events has basically been confirmed for 2026. The deep resonance between this extreme weather supply shock and high geopolitical risk premium is reshaping the global pricing landscape for commodities. Through the carbon-based cost transmission chain, it is delivering an unexpectedly early