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Gigadevice: Net profit for the first half is expected to increase by 1099% year-on-year.

Gigadevice: Net profit for the first half is expected to increase by 1099% year-on-year.

``` GigaDevice announced that it expects net profit in the first half of 2026 to be approximately 6.9 billion yuan, an increase of 1099% year-on-year. It expects operating income to be approximately 11.5 billion yuan, an increase of 177% year-on-year. During the reporting period, the supply of memory chips

Will the 1970s not be repeated? Why the Iran war has not triggered global inflation

Will the 1970s not be repeated? Why the Iran war has not triggered global inflation

At the outset of the Iran war, the market widely worried that it would trigger an energy and inflation shock comparable to the 1970s. However, reality has proved these warnings unfounded. From trade to food prices, the intensity of the current shock is clearly weaker than the dual impact brought

Pork prices have risen for 11 consecutive sessions—Is it time to enter the "pork sector"? Institutions are highly divided.

Pork prices have risen for 11 consecutive sessions—Is it time to enter the "pork sector"? Institutions are highly divided.

The continuous rise in pig prices has brought the previously quiet livestock sector back into focus for investors. However, institutions are divided over whether this round is a cyclical reversal or just a phase-driven rebound caused by supply mismatch. According to data from "Pig Hao Duo" website, on

Commodity veteran: Now is the best time to bottom-fish gold, with a long-term target of $10,000; silver is bullish to $150–$200.

Commodity veteran: Now is the best time to bottom-fish gold, with a long-term target of $10,000; silver is bullish to $150–$200.

``` Gold prices have pulled back more than 25% from their highs, but for experienced commodity investors, this adjustment is precisely a rare opportunity to build positions. Recently, at the Rick Rule Symposium, Wealthion economist and seasoned fund manager Trey Reik stated that the recent selling pressure on gold mainly stems

Citibank: Data remains the biggest bottleneck for the commercialization of embodied intelligence; the RaaS model may be the key to breaking the deadlock

Citibank: Data remains the biggest bottleneck for the commercialization of embodied intelligence; the RaaS model may be the key to breaking the deadlock

``` Embodied intelligence is moving from proof of concept to large-scale implementation, but this path is far more complex than digital AI. After its annual Robotics and Physical AI Leadership Summit, Citi Research released a report, stating that labor shortages, manufacturing reshoring, and regulatory easing are accelerating enterprise demand, while data

NVIDIA completes the AI software stack puzzle: teams up with LangChain to release Agent blueprint, inference costs drop tenfold.

NVIDIA completes the AI software stack puzzle: teams up with LangChain to release Agent blueprint, inference costs drop tenfold.

``` After establishing a leading advantage in AI computing infrastructure, Nvidia is further shifting its competitive focus towards the software ecosystem. On July 8th, Nvidia jointly released the NVIDIA NeMoClaw Deep Agents blueprint with AI development framework LangChain. This blueprint provides enterprises with an open, customizable, and governance-enabled reference architecture for

Goldman Sachs: Tensions rise again in the Strait of Hormuz, Middle East oil supply recovery may be delayed.

Goldman Sachs: Tensions rise again in the Strait of Hormuz, Middle East oil supply recovery may be delayed.

``` The geopolitical situation in the Middle East has suddenly intensified, threatening the recovery process of global oil market supplies. Goldman Sachs warns that the new round of tensions in the Strait of Hormuz could slow the pace of restoring Persian Gulf crude oil production to pre-war levels. According to Goldman