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Bank of America: Apple and Intel's collaboration may trigger a €4.6 billion equipment purchase spree, with ASML expected to be the biggest winner.

Bank of America: Apple and Intel's collaboration may trigger a €4.6 billion equipment purchase spree, with ASML expected to be the biggest winner.

``` The potential chip foundry cooperation between Apple and Intel is drawing widespread attention in the semiconductor equipment industry. According to the latest analysis by Bank of America, the value of this cooperation agreement could reach as high as $10 billion and will drive Intel to make large-scale purchases of chip

Hedge funds pour into soybean oil and corn, betting that the Iran war will boost biofuel demand

Hedge funds pour into soybean oil and corn, betting that the Iran war will boost biofuel demand

``` Hedge funds are now viewing agricultural commodities as the next explosive point amid the shock of the Iran war, building long positions in biofuel raw materials such as soybean oil and corn to hedge against the high volatility risk of directly holding oil and gas assets. According to the latest

Tencent WeChat Shops have increased their incentives.

Tencent WeChat Shops have increased their incentives.

Author | Huang Yu In order to further boost sales of WeChat Stores, Tencent is pouring real money and traffic dividends into livestream rooms. According to the latest official announcement, "WeChat Store 2026 618 Platform Promotion," WeChat Store will increase traffic incentives to more than three times the 2025

After the "Nvidia tax" comes the "memory tax"! AI infrastructure costs are spiraling out of control: Memory will account for up to 30% of capital expenditures.

After the "Nvidia tax" comes the "memory tax"! AI infrastructure costs are spiraling out of control: Memory will account for up to 30% of capital expenditures.

``` The AI arms race is giving rise to a profound inflation crisis. After the high premiums for Nvidia GPUs were dubbed the "Nvidia tax," another "memory tax" is quietly taking shape. According to estimates by market research firm SemiAnalysis, memory expenditures accounted for about 8% of

Starting from 3.9 million yuan! Unitree releases the world's first mass-produced manned transforming mech GD01, CEO personally test-drives it.

Starting from 3.9 million yuan! Unitree releases the world's first mass-produced manned transforming mech GD01, CEO personally test-drives it.

Unitree Robotics brings science fiction into reality, taking manned mechs from conceptual prototypes to the stage of mass production for civilian use. On the 12th, according to Unitree Robotics’ official Weibo, Unitree officially released the world’s first mass-produced manned mech—the GD01 Manned Transformable Mech, with a starting price

The Fed's new chief faces a dilemma: cut interest rates and risk soaring inflation, or refrain and face a lawsuit from Trump.

The Fed's new chief faces a dilemma: cut interest rates and risk soaring inflation, or refrain and face a lawsuit from Trump.

``` Kevin Warsh is about to take charge of the world’s most influential central bank, but he finds himself deeply entangled in an unprecedented dilemma: The energy shock triggered by the Iran war is driving inflation to make a comeback, and the Trump administration is not only continuing to pressure

The last shipment of Middle Eastern crude oil to California has been unloaded: the next shipment will take several months.

The last shipment of Middle Eastern crude oil to California has been unloaded: the next shipment will take several months.

``` The supertanker New Corolla completed unloading at California’s Port of Long Beach this week, delivering the last shipment of Middle Eastern crude oil California will receive. According to market intelligence firms Vortexa and Kpler, in the months following the reopening of the Strait of Hormuz, no more tankers carrying