All-Weather Media

Latest

Where are the asset allocation opportunities in the second half of the year? Listen to Xu Xiaoqing and Liu Chenming as they look ahead to major asset classes and A-share strategies for the second half of 2026!

Where are the asset allocation opportunities in the second half of the year? Listen to Xu Xiaoqing and Liu Chenming as they look ahead to major asset classes and A-share strategies for the second half of 2026!

``` In the first half of 2026, the A-share market experienced extreme polarization: AI computing power, semiconductors, and hard tech sectors such as communications saw independent bull markets, with the STAR 50 and ChiNext indices hitting record highs and multiple newly listed stocks soaring severalfold; meanwhile, traditional heavyweights in consumption, finance,

Up 37% in its first week of trading! With a price-to-sales ratio as high as 39, SpaceX is now more "expensive" than any S&P 500 constituent stock.

Up 37% in its first week of trading! With a price-to-sales ratio as high as 39, SpaceX is now more "expensive" than any S&P 500 constituent stock.

``` SpaceX completed its first week of trading after going public with an unprecedented valuation, and concerns about a stock price bubble have followed. SpaceX closed its first week at $185 per share, up 37% from the IPO price of $135. Despite a total two-day pullback of about 8.3%, the

Oil prices have fallen back to "pre-Iraq war levels"—is the market overreacting?

Oil prices have fallen back to "pre-Iraq war levels"—is the market overreacting?

``` Brent crude oil fell below $77/barrel this week, almost erasing all geopolitical premiums added since the outbreak of the Iran war, reaching the lowest level since the conflict began. However, several analysts warn that the futures market is pricing in a supply recovery that has not yet truly happened,

Accenture's stock price plummeted 18% to a near decade low, pressured by both AI disruption and Middle East turmoil.

Accenture's stock price plummeted 18% to a near decade low, pressured by both AI disruption and Middle East turmoil.

``` Accenture, one of the world's largest IT consulting companies, saw its share price plunge 18% on Thursday after lowering its full-year revenue outlook, hitting its lowest level since 2017. Its market value has shrunk from over $200 billion after the pandemic to less than $80 billion. The company

Hedging July rate hike risks! Traders flock to U.S. Treasury futures, trading volume surges to a record high.

Hedging July rate hike risks! Traders flock to U.S. Treasury futures, trading volume surges to a record high.

``` The new Fed Chairman Warsh sends out strong hawkish signals, causing dramatic turmoil in the bond market. Traders swiftly reprice the rate hike path, and US Treasury futures trading volume hits a historic record. According to the latest data released by the Chicago Mercantile Exchange (CME) on Thursday, over 500,

A netizen asked, "When will Chinese large models reach the Fable level?" Musk replied, "Possibly Q1 next year," and Zhipu CEO Tang Jie said, "It won't take that long."

A netizen asked, "When will Chinese large models reach the Fable level?" Musk replied, "Possibly Q1 next year," and Zhipu CEO Tang Jie said, "It won't take that long."

``` Centered around Anthropic’s frontier models being removed due to export controls, a public debate about the timetable for China’s large models to catch up is unfolding on the X platform. The clash of multiple viewpoints reflects the accelerated reshaping of the AI industry landscape. After Zhipu AI released

The Strait of Hormuz has reopened, but is Iran charging fees, and can tankers be found?

The Strait of Hormuz has reopened, but is Iran charging fees, and can tankers be found?

``` The Strait of Hormuz has reopened after months of blockade, but it has not immediately brought the kind of unimpeded flow the markets expected. Ambiguous statements from U.S. officials regarding transit fees after 60 days have left the shipping industry uneasy; meanwhile, large Asian refiners are already facing a