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Chip stocks are too crowded! JPMorgan warns: Once VaR triggers "passive forced selling," AI trading may see a stampede-style pullback.

Chip stocks are too crowded! JPMorgan warns: Once VaR triggers "passive forced selling," AI trading may see a stampede-style pullback.

``` Behind the frenzy of AI mania propelling the global semiconductor sector to record highs, Wall Street is quietly sounding the alarm. JPMorgan’s latest report points out that the current rally in chip stocks is accompanied by rising volatility, triggering a risk alert. As more institutions adopt VaR position management

Global central banks sound the call to fight inflation: Europe and Japan raise rates together, and the risk of Federal Reserve tightening surges this fall.

Global central banks sound the call to fight inflation: Europe and Japan raise rates together, and the risk of Federal Reserve tightening surges this fall.

The conflict in the Middle East has pushed energy prices to new highs, bringing the “tiger” of inflation back onto the global stage. From Frankfurt to Tokyo, from Seoul to Jakarta, major central banks are tightening their policy reins one after another, as a long-awaited global wave of interest rate

The market is up but your account is down? The Licaitong online private seminar will help you fully understand the two core sectors: semiconductors and commercial space.

The market is up but your account is down? The Licaitong online private seminar will help you fully understand the two core sectors: semiconductors and commercial space.

``` In the first half of 2026, many investors have a feeling of frustration: The market is clearly booming, but their own accounts simply can’t keep up. The market is hot, but their own returns seem frozen. This truly isn’t just your own problem—the real issue behind it

Trump: Apple will cooperate with Intel to produce chips in the United States.

Trump: Apple will cooperate with Intel to produce chips in the United States.

US President Trump announced that Apple and Intel have reached a partnership to jointly design and manufacture chips in the United States. This move is the latest progress in the Trump administration’s strategy to bring the semiconductor supply chain back to the US, and will have a profound impact

Reform the Federal Reserve—Waller can't wait any longer!

Reform the Federal Reserve—Waller can't wait any longer!

Kevin Warsh made his debut as Fed Chair with the shortest FOMC statement since 2007 and five reform task forces spanning the Fed’s core functions—his intent for reform was clear, but whether it can be delivered remains a source of skepticism among the markets and economists. This Wednesday,

Three days after going public, retail investors poured in $370 million—SpaceX's ability to attract capital surpasses the "Magnificent Seven" of U.S. stocks.

Three days after going public, retail investors poured in $370 million—SpaceX's ability to attract capital surpasses the "Magnificent Seven" of U.S. stocks.

SpaceX's IPO is reshaping the flow of retail investors' funds. According to Vanda Research data, in the first three trading days after SpaceX went public, the net buying amount of its shares by retail investors reached $369.8 million, surpassing the total net buying during the same

Guo Mingchi: Glass substrates are the core of TSMC’s CoPoS—they are a “must-have,” not just “a nice addition.”

Guo Mingchi: Glass substrates are the core of TSMC’s CoPoS—they are a “must-have,” not just “a nice addition.”

``` Renowned analyst Ming-Chi Kuo conducted an in-depth interpretation of TSMC’s recently leaked CoWoS glass substrate slide and reached a key conclusion: In the CoPoS packaging technology system, the glass core substrate (the "oS" part) is a necessary condition for successful AI chip manufacturing, rather than a dispensable