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Chip stocks have finally started to fall, say Goldman Sachs traders: cracks are appearing, and the market has underestimated the leverage behind the “frenzied chip speculation.”

Chip stocks have finally started to fall, say Goldman Sachs traders: cracks are appearing, and the market has underestimated the leverage behind the “frenzied chip speculation.”

``` The recent rally in chip stocks has weakened, and internal warnings have been issued within Goldman Sachs. On Wednesday, Goldman Sachs trader Thilo Deller pointed out that the market's most exuberant sectors "are beginning to show cracks," with semiconductor stocks recently giving back some gains. Meanwhile,

High oil prices cast a shadow! Japan's 20-year government bond yield hits nearly 30-year high

High oil prices cast a shadow! Japan's 20-year government bond yield hits nearly 30-year high

``` Oil prices, inflation, and geopolitics are jointly roiling Japan's bond market, which is now undergoing a storm. On May 13, the yield on Japan's 20-year government bond rose 5 basis points to 3.498%, surpassing the previous high of 3.46% set on January 20, reaching

On Holding's Q1 revenue surpasses 800 million Swiss francs for the first time; North America slows down, Asia-Pacific surges.

On Holding's Q1 revenue surpasses 800 million Swiss francs for the first time; North America slows down, Asia-Pacific surges.

``` On May 12, Swiss premium sports brand On Running released its financial report for the first quarter ending March 31, 2026. According to the financial report, On Running's net sales during the period reached 831.9 million Swiss francs, a year-on-year increase of 14.5%, with quarterly revenue

The three major A-share indexes fluctuated and rebounded, the STAR 50 Index fell by more than 1%, chip and semiconductor sectors underwent a broad correction, while the power sector bucked the trend and surged, and the Hang Seng TECH Index dropped 1%.

The three major A-share indexes fluctuated and rebounded, the STAR 50 Index fell by more than 1%, chip and semiconductor sectors underwent a broad correction, while the power sector bucked the trend and surged, and the Hang Seng TECH Index dropped 1%.

May 13, A-shares fluctuated and fell in the morning session, with the three major indexes collectively dropping at the open. The ChiNext Index once fell 1%, and the STAR 50 Index dropped more than 2%. Later, all three major indexes recovered amid fluctuations. Computing power hardware stocks fully adjusted, with

Don't just focus on chips, Goldman Sachs: From data management to employee training, AI Agents require "large-scale non-hardware investments".

Don't just focus on chips, Goldman Sachs: From data management to employee training, AI Agents require "large-scale non-hardware investments".

``` Author: Long Yue Source: Hard AI Market attention on AI investment is overly concentrated on hardware, while “non-hardware investments” such as data infrastructure, organizational redesign, and workforce restructuring are rapidly rising; their scale and impact can no longer be ignored. Joseph Briggs and other analysts from the Goldman Sachs Global

U.S. retail investors are "switching casinos": they're selling U.S. stocks, not speculating on leveraged ETFs, and all flocking to prediction markets.

U.S. retail investors are "switching casinos": they're selling U.S. stocks, not speculating on leveraged ETFs, and all flocking to prediction markets.

The story of U.S. retail investors is changing. It’s not that retail investors are completely withdrawing, nor is it another round of GameStop-style frenzy. Instead, long-term allocation remains, while short-term speculation is ebbing. U.S. households’ stock exposure remains high, but in 2025 households will be net sellers

A Chronicle of a U.S. Dollar Money Market Fund Product’s “Crash”

A Chronicle of a U.S. Dollar Money Market Fund Product’s “Crash”

In the past few years, in the minds of mainland financial investors, the "high interest rates" across the ocean have always seemed like a tempting fertile land. Some investors, yearning for "stable high interest," have set their sights on the overseas fixed-income markets that seem safe.