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``` A potential chip foundry agreement between Apple and Intel is reshaping the competitive landscape of the global semiconductor industry. This is not only the strongest signal yet that Intel’s foundry business is emerging from its difficulties, but also marks the possible end of Apple’s years-long exclusive reliance on

Entering 2026, the capital narrative in the embodied intelligence track is experiencing a substantive divergence, shifting from blindly chasing the “humanoid” concept in laboratories to scrutinizing the mass production and delivery capabilities in real industrial scenarios. On May 9th, general embodied intelligence technology company Xiaoyu Zhizao announced the completion of

``` Event: On May 9, the General Administration of Customs announced the import and export data for April. Exports (in USD terms) year-on-year were 14.1%, expected 7.1%, previous value 2.5%; imports (in USD terms) year-on-year were 25.3%, expected 14%, previous value 27.8%. 1. Core Viewpoint: The

``` As the market surges, the debate over bubbles quietly heats up. Tony Pasquariello, head of Goldman Sachs’ hedge fund business, recently admitted the current trading environment is “almost intoxicating,” and bluntly stated he’s spent the entire week repeatedly comparing today’s market to the late 1990s. This view coincides

Author | Huang Yu Riding the wave of the AI era, less than six years after its founding, a semiconductor packaging and testing technology solution provider has launched a sprint towards the Hong Kong Stock Exchange. On May 8, Jiangsu Xinde Semiconductor Technology Co., Ltd. (hereinafter referred to as "Xinde

``` Author | Zhou Zhiyu BYD is accelerating its layout in the B-end market. On May 9, 2026, BYD’s independent brand Linghui Auto launched its second model, the e9, priced between 150,800 and 169,800 RMB, positioned as a flash-charging business-class C-segment sedan. Three weeks ago, Linghui’s first model,

Due to rising energy costs caused by the Middle East conflicts and persistently higher-than-expected inflation, Goldman Sachs has postponed the timing of the next two Federal Reserve rate cuts by one quarter each, leading to renewed cooling of market expectations for monetary policy easing. In a report on May 8,