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``` The sharp rise in US Treasury yields has, to some extent, replaced the actual effect of rate hikes, while Federal Reserve Chair Walsh's hawkish stance has provided a clear anchor for this market pricing. A rare tacit understanding is emerging between the bond market and the Fed. The

``` Last week, the Shanghai Composite Index once again "fell below" the annual line, raising concerns about the market turning bearish—but history tells us that this event itself is not rare; the real question is how deep and how long the decline will be. Last week, the Shanghai

Alibaba has officially joined the global parameter arms race for top-tier large models, bringing the "fire of battle" into its own investment territory. On July 19, Alibaba released the flagship large model Qwen3.8 Max Preview, with a parameter scale as high as 2.4 trillion. Officially, it

``` Products under Moonshot AI's portfolio, Kimi, have announced the suspension of subscription services for new C-end users, concentrating all existing computing power to ensure the experience of subscribed users. This decision reflects the explosive growth in demand following the release of the new model, and puts the supply-demand

SK Hynix Chairman Chey Tae-won warns that the AI-driven semiconductor supply and demand gap will further widen next year, with continued upward pressure on memory prices. The global competition for supply has escalated to a "panic" level. On July 20, according to Korea's "Maeil Business

The two major state-owned capital operation platforms have once again acted in sync after about 15 months, announcing an increase in their holdings of Chinese stock assets. On the evening of July 19, China Reform Holdings and China Chengtong successively issued announcements, both expressing their "firm optimism about the

Author | Huang Yu Over the past two years, embodied intelligence has been in full swing, with "accelerated commercialization" becoming a major label for industry development. At the 2026 World Artificial Intelligence Conference (WAIC), robots showcased their "eighteen skills". But beneath the heated surface, there is still