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As AI chips continue to evolve towards larger sizes and greater complexity, the competition for next-generation packaging and substrate technologies is intensifying, with glass substrates becoming a focal point in the industry. According to Korean media reports, glass substrates are expected to enter early commercialization in 2027, reach a capacity

Goldman Sachs has significantly raised its copper price forecast, increasing the average LME copper price estimate for 2027 by 28% to $13,800/ton. The core logic lies in the sudden expansion of supply gaps in markets "outside the US"—continued US imports and stockpiling have been draining

``` Beijing time, June 5th, lululemon officially released its financial report for the first quarter of fiscal year 2026. Data shows that the company achieved net revenue of $2.47 billion in the first quarter, up 4% year-on-year, or 2% on a constant currency basis, slightly exceeding Wall Street's

``` The US nonfarm payroll data for May to be released tonight will plunge the market into a rare "anti-Goldilocks" dilemma: regardless of whether the data is strong or weak, it's hard to see it as a net positive for the stock market. Investors face the most

``` The new Federal Reserve chair, Kevin Warsh, is preparing to implement the most profound institutional overhaul in decades at the world’s most influential central bank, with a core focus targeting its approach to market communication. According to a recent report by the Financial Times, several former senior Fed officials

``` AI is creating an illusion of efficiency. Code output has surged, but software releases have only modestly increased; cumulative enterprise AI spending has surpassed $1 trillion, yet actual cost savings are generally disappointing. Multiple recent studies point to the same unsettling conclusion for the market: The productivity dividend of AI

``` Japan’s real wage growth accelerated, registering positive growth for four consecutive months, providing strong support for a likely rate hike by the Bank of Japan this month. Nomura Securities’ Chief Market Economist stated that a June rate hike is “almost certain.” Data released by Japan’s Ministry of Health,