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Tech stocks rebound strongly, but Citi pours cold water: The unwinding of U.S. equity positions is far from over.

Tech stocks rebound strongly, but Citi pours cold water: The unwinding of U.S. equity positions is far from over.

``` The Asia-Pacific and US tech sectors saw a strong rebound on Tuesday, but Citi has warned that the process of resetting US equity positions is not yet complete and investors should not relax too soon. The team of Citi strategists led by David Chew pointed out that the recent sharp

After gold prices plunge 20%, is a buying opportunity emerging? Wall Street: The logic of buying the dip remains intact

After gold prices plunge 20%, is a buying opportunity emerging? Wall Street: The logic of buying the dip remains intact

``` Gold has recently undergone its most intense correction since years of bull markets, but some Wall Street institutions believe this is more like a phase-driven pullback due to interest rate expectations, rather than a reversal of its long-term logic. Against the backdrop of central banks continually increasing gold holdings, unresolved

Where is the next core bottleneck for AI hardware?

Where is the next core bottleneck for AI hardware?

``` The AI wave is reshaping the global workforce structure, but for the technology hardware and semiconductor industries, this transformation brings net gains rather than shocks—the sustained expansion of computing power demand is pushing structural constraints on the supply side to the forefront. According to ZF Trading Desk, citing Morgan

J.P. Morgan: The deleveraging process in Korean stocks is more than halfway done, KOSPI still sees 12,500 points.

J.P. Morgan: The deleveraging process in Korean stocks is more than halfway done, KOSPI still sees 12,500 points.

``` Since the peak on June 22, the Korea KOSPI Index has cumulatively fallen by 26%, and the market was once in a state of panic. However, JPMorgan's latest report believes that the nature of this round of plunges is not due to economic or corporate profits deterioration, but

Horizon stands at a new milestone in mass production of intelligent driving.

Horizon stands at a new milestone in mass production of intelligent driving.

``` Urban NOA is evolving from a selling point limited to a few vehicle models into a configuration found in an increasing number of new vehicles. At the same time, the market is expanding, but orders are becoming more concentrated in models capable of continuous delivery. Based on statistical data from

Report: The United States will halve aluminum tariffs for companies building factories in the US

Report: The United States will halve aluminum tariffs for companies building factories in the US

``` To compensate for the insufficient domestic primary aluminum production capacity, the United States has introduced a new tariff concession policy. According to CCTV News, on July 20 local time, the White House issued a statement announcing that President Trump signed a proclamation that day, providing tariff concessions on imported primary

Report: TSMC plans to raise prices by up to 10% in 2027, giving customers a one-year buffer.

Report: TSMC plans to raise prices by up to 10% in 2027, giving customers a one-year buffer.

``` TSMC is currently negotiating with customers about price increases for 2027, with the hike reaching up to 10%, in order to cope with rising manufacturing costs. This move will directly impact the chip procurement costs of global tech giants such as Nvidia and Apple. On July 21, according to Nikkei