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119 billion US Treasury long-end auction faces the "holiday test"; how will Waller's "removal of forward guidance" reshuffle the yield curve?

119 billion US Treasury long-end auction faces the "holiday test"; how will Waller's "removal of forward guidance" reshuffle the yield curve?

``` This week, the U.S. Treasury market will face a crucial stress test after the Independence Day holiday. The U.S. Treasury Department will complete $119 billion in bond issuance this week, starting with a 3-year Treasury auction on Tuesday, followed by benchmark 10-year and 30-year bond auctions on Wednesday

HBM packaging technology undergoes changes: Samsung and SK Hynix both delay the introduction of HBM hybrid bonding.

HBM packaging technology undergoes changes: Samsung and SK Hynix both delay the introduction of HBM hybrid bonding.

Samsung Electronics and SK Hynix are re-examining the timeline for the adoption of hybrid bonding technology in the high-bandwidth memory (HBM) sector. As HBM thickness standards are gradually relaxed and alternative cooling solutions emerge, the commercialization node of this next-generation packaging technology—which was originally highly anticipated—has been repeatedly

Intel raises prices on multiple CPUs, with server chips increasing by more than $1,300 at most.

Intel raises prices on multiple CPUs, with server chips increasing by more than $1,300 at most.

``` Intel has officially confirmed an increase in the official recommended prices for some of its consumer and server processors (CPUs), with the rise ranging from several tens to over a thousand US dollars, reflecting the double pressure of rising semiconductor supply chain costs and strong demand for specific products. In

Technology stocks have been sold by hedge funds for four consecutive weeks, Goldman Sachs traders: The era of "buy everything AI" is over!

Technology stocks have been sold by hedge funds for four consecutive weeks, Goldman Sachs traders: The era of "buy everything AI" is over!

``` Hedge funds are systematically withdrawing from tech stocks. The latest data from Goldman Sachs shows that the tech sector has been net sold for four consecutive weeks, and Goldman Sachs traders have warned clearly: the market has moved past the "buy everything AI" logic and an era of

Why is the logic behind the price increase of Light more "healthy"?

Why is the logic behind the price increase of Light more "healthy"?

``` The market's perception of "price increases" is changing. Recent price hikes in products such as storage have increased the pressure on downstream AI data center CAPEX, prompting us to consider: If limited to a single product—whether storage, fiber optics, or components—a price increase that

A-shares fluctuated and diverged, the ChiNext turned lower, cultivated diamonds surged, non-ferrous metals rose sharply, the Hang Seng Tech Index gained nearly 1%, and biotechnology and pharmaceuticals rallied.

A-shares fluctuated and diverged, the ChiNext turned lower, cultivated diamonds surged, non-ferrous metals rose sharply, the Hang Seng Tech Index gained nearly 1%, and biotechnology and pharmaceuticals rallied.

``` On July 6, A-shares fluctuated and diverged, with the Shanghai Composite Index rising slightly. The ChiNext Board surged over 1% in early trading but then began to retreat, now turning negative. Concept stocks related to superhard materials and lab-grown diamonds exploded, while nonferrous metals, lithium mines, and CROs saw significant

Nomura talks about humanoid robots: Data is the key bottleneck and core moat, dexterous hands determine the commercialization process.

Nomura talks about humanoid robots: Data is the key bottleneck and core moat, dexterous hands determine the commercialization process.

``` Data collection is replacing hardware as the core constraint for the industrialization of humanoid robots, and the maturity of dexterous hand technology directly determines the commercialization timetable. According to Wind Trading Desk, Nomura Securities pointed out in its latest China Robotics Industry Report released on July 5 that data has