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July 16, TSMC delivered an almost flawless quarterly report card. Data shows that the company's net profit for the second quarter increased by 77% year-on-year, and revenue, gross margin, operating margin, as well as third quarter revenue guidance all exceeded market expectations. AI demand remains strong, with contributions

A-share adjustment, fund companies use their own funds to inject confidence into the market. On July 14, Guojin Fund announced that it would use company funds and senior executives' own funds to purchase its equity funds, totaling no less than 15 million yuan, with a holding period of no

``` After a long period of silence, the innovative drug sector is ushering in a long-overdue strong recovery. Policies, industry, and capital—all three main lines have recently improved simultaneously, driving the sustained strength of the innovative drug sector. The latest data from the National Medical Products Administration shows that in

``` The classic 60/40 equity-bond investment framework is being reshaped by a much more powerful force. The artificial intelligence (AI) theme has fully infiltrated the markets for stocks, corporate bonds, and venture capital, making it hard for investors—no matter what portfolio they hold—to avoid a heavy exposure to

``` According to the latest report from Bloomberg, Japan plans to purchase 27,500 Nvidia Rubin chips for building robot AI systems. Japanese startup Noetra has received a government grant of 387.3 billion yen (about 2.4 billion USD), with the grant period extending until next March. The company says

The biggest IPO in the history of the STAR Market has officially begun subscription, with the frenzy for the new shares of Changxin Technology, China’s leading domestic DRAM manufacturer, sweeping across the A-share market. On July 16, Changxin Technology started online subscriptions with an issue price set at 8.

``` The focus of the global crude oil market is undergoing a fundamental shift. JPMorgan believes that while supply disruptions in the Strait of Hormuz still affect market nerves, the real variable determining the trajectory of the global energy landscape has quietly shifted to refining capacity — and at the core of