All-Weather Media

Latest

The ChiNext Index rose over 2%, rare earth permanent magnets surged, storage chips climbed, the Hang Seng Index and Hang Seng Tech Index both fell over 1%, and tech internet stocks mostly declined.

The ChiNext Index rose over 2%, rare earth permanent magnets surged, storage chips climbed, the Hang Seng Index and Hang Seng Tech Index both fell over 1%, and tech internet stocks mostly declined.

``` On June 16th, A-shares fluctuated and diverged, with the three major indices showing mixed results in the morning session. The Shanghai Composite Index fell slightly and then rebounded into positive territory, while the ChiNext Index rose over 2%. Concept stocks such as rare earth permanent magnets, glass substrates, industrial gases,

Morgan Stanley's research predicts that mechanical hard disk drives (HDDs) will face even greater shortages "at least until 2028," with supplier pricing far above current levels.

Morgan Stanley's research predicts that mechanical hard disk drives (HDDs) will face even greater shortages "at least until 2028," with supplier pricing far above current levels.

The AI era's demand for data storage is reshaping the supply-demand landscape of the HDD industry—a sector once thought to be in decline is now experiencing an unexpectedly prosperous cycle. According to "Chasing Wind Trading Desk," on June 15, Morgan Stanley released its IT hardware

From January to May, China's urban fixed-asset investment fell by 4.1%, while the manufacturing of aircraft, spacecraft, and related equipment grew by 16.7%.

From January to May, China's urban fixed-asset investment fell by 4.1%, while the manufacturing of aircraft, spacecraft, and related equipment grew by 16.7%.

``` From January to May, China's infrastructure investment maintained growth, high-tech industry investment increased by 4.5% year-on-year, and the aerospace and equipment manufacturing industry grew by 16.7%. On June 16, the National Bureau of Statistics released data showing that from January to May, the country’s fixed

U.S. stock market margin financing has reached a historic limit! Morgan Stanley warns: a deleveraging storm is brewing.

U.S. stock market margin financing has reached a historic limit! Morgan Stanley warns: a deleveraging storm is brewing.

When the US stock market is pushed to the limit by buying stocks on borrowed money, the cost of a reversal will be amplified by the same leverage. According to Chase Wind Trading Desk, On June 15, Morgan Stanley’s US Rates Strategy team published a report stating that marginal

Strait of Hormuz reopens; will the Federal Reserve shift to a dovish stance and will the market reprice rate cuts?

Strait of Hormuz reopens; will the Federal Reserve shift to a dovish stance and will the market reprice rate cuts?

``` Two major catalysts for disinflation are fermenting simultaneously, providing ample basis for Federal Reserve Chair Walsh to turn dovish at this week’s Federal Open Market Committee (FOMC) meeting. According to “Chasing the Wind Trading Desk”, a report from Citi Research published on June 15 states that the planned reopening

Micron stock price set to explode! This Wall Street investment bank makes an aggressive prediction: "Memory will account for more than 70%!"

Micron stock price set to explode! This Wall Street investment bank makes an aggressive prediction: "Memory will account for more than 70%!"

Wall Street’s independent research firm Aletheia Capital has released an extremely aggressive research report on Micron Technology (MU), raising its target price sharply to $1600 and predicting that AI memory devices will account for over 70% of the value in AI hardware systems by 2027, completely overturning the traditional

Two major factors drive a "full-speed return" of risk appetite, with chip stocks hitting new highs.

Two major factors drive a "full-speed return" of risk appetite, with chip stocks hitting new highs.

``` Driven by both expectations for an Iran peace deal and the AI geopolitical race, the chip sector broke out of its adjustment range in a single day and set a new historical closing record. On Monday, global risk appetite made a strong comeback, with two major factors jointly pushing chip