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The AI computing power arms race is approaching a critical turning point. With tech giants like Broadcom and Nvidia signing large-scale, long-term contract agreements with their supply chains in late 2025 and early 2026, the semiconductor industry is undergoing the largest round of capital expansion in its history. The actual

Japanese government bond yields have broken through 3% for the first time in 30 years. Nomura Research Institute warns that the source of this round of global long-term interest rate increases is Japan, not external factors. The combination of Japanese fiscal risks and expectations of monetary policy normalization is spreading

While both are car manufacturers, passenger car companies are sacrificing profits to bridge the gap between old and new products, while commercial vehicle companies are reaping the benefits of new orders. The contrast in their half-year reports is more complex than a price war. According to data from the China

The gold market is quietly shifting its pricing logic for Federal Reserve policies. A recent UBS research report points out that gold prices have become significantly less sensitive to the Fed's next move, with the market increasingly focusing on longer-term macroeconomic, policy, and geopolitical risks. According to TrendFocus,

Ford Motor Company issued a strongly worded public statement on the 9th, directly refuting U.S. Transportation Secretary Sean Duffy's public criticism of its cooperation with Chinese companies, characterizing the latter's criticism as a "wrong attempt to grab attention." The incident was sparked by

U.S. Treasury Secretary Bessenter took a series of actions this week: first, he publicly warned the market against shorting the yen, which immediately strengthened the yen; then, he significantly expanded the scale of U.S. Treasury repurchase operations in an attempt to suppress long-term yields. As a result, the

OpenAI has raised its computing power spending to $750 billion, with supply gaps pushing the AI infrastructure sector to the brink of stress testing. On September 9, according to a report by DealBook of The New York Times, citing an unnamed source familiar with the data, OpenAI still feels that