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``` AI is reshaping the competitive landscape of the global gaming industry, but JPMorgan believes the market is making a directional mistake by applying this logic to major Chinese game operators. According to Zhuifeng Trading Desk, JPMorgan released a research report on April 8, noting that the market’s recent downward

``` The Federal Reserve will release the minutes of its March meeting on Wednesday local time. The market widely expects that they will reveal in detail policymakers’ deep concerns about the global oil shock triggered by the Middle East conflict, and provide key policy clues for assessing the current highly uncertain

U.S. Vice President Vance stated: Iran has agreed to open the Strait of Hormuz. Vance said that the situation in Iran is progressing well and reiterated that "the U.S. has achieved its military objectives in Iran." Updating...... Risk Warning and DisclaimerThe market has risks, and investment

``` Trump called Reliance Industries’ refinery project in Texas a "historic $300 billion deal," but the company’s actual initial investment was only around $40 million—over 7,500 times less. According to the Financial Times report on June 8, the refinery project in Brownsville, Texas, is led by

The demand for power equipment in AI data centers is reshaping the entire landscape of the power generation equipment market. According to HSBC’s latest research report, natural gas generator sets are rapidly replacing gas turbines, becoming the preferred transitional main power source for AI data centers, with supply-demand imbalances

As the US-Iran ceasefire progresses, guidance on safe passage through the Strait of Hormuz remains unresolved, and prospects for commercial vessel escort arrangements are unclear in the short term. On April 8, Bloomberg reported that Jakob Larsen, Chief Security and Safety Officer of Bimco, the world’s largest shipping trade

``` The explosive expansion of AI infrastructure is creating a structural supply-demand imbalance. Dell Technologies CEO Michael Dell warns that as the memory capacity per accelerator and the scale of data center deployments expand in sync, global AI memory demand will surge 625 times compared to current levels, while the supply