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ASML CEO: Musk's Terafab project may face supply chain bottlenecks

ASML CEO: Musk's Terafab project may face supply chain bottlenecks

``` During the VivaTech technology conference held in Paris, France, ASML Holding NV CEO Christophe Fouquet stated that when serving new projects such as Musk’s Terafab, the company must ensure it does not face supply chain constraints. According to Bloomberg, when interviewed on Wednesday and asked about new business from

Statistics and computer science bear the brunt! Goldman Sachs reveals the most vulnerable college majors in the AI era.

Statistics and computer science bear the brunt! Goldman Sachs reveals the most vulnerable college majors in the AI era.

``` The impact of AI on the job market is spreading from the workplace to university campuses, forcing students to reconsider their choice of majors. Goldman's latest research shows that computer science and statistics rank as the two majors with the highest exposure risk to AI. As companies accelerate

Lagarde warns: AI could trigger the next financial crisis

Lagarde warns: AI could trigger the next financial crisis

``` As AI penetrates the financial system at unprecedented speed, regulators are concerned: Have the seeds of the next financial crisis quietly been sown within algorithms and models? On Wednesday local time, European Central Bank President Christine Lagarde warned in a speech in Venice, the greatest risk of this technological revolution

The final chapter of the bull market has begun? Retail investors return to the US stock market, with ETF inflows approaching historical highs.

The final chapter of the bull market has begun? Retail investors return to the US stock market, with ETF inflows approaching historical highs.

``` Net inflows into U.S. stock ETFs exceeded $150 billion in a single month, marking the second highest record in history. The signal of comprehensive retail investor entry has raised market caution—historical experience shows that this often indicates the current rally is entering its final stage. The pace of

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Capacitor giant Nichicon implements comprehensive price increases; AI server demand triggers shortage of aluminum electrolytic capacitors.
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``` Capacitor giant Nichicon implements comprehensive price increases; AI server demand triggers shortage of aluminum electrolytic capacitors. ```

``` The global aluminum electrolytic capacitor supply chain is facing a dual impact from demand and cost. Earlier this week, Nichicon, the leading Japanese manufacturer of aluminum electrolytic capacitors, announced a comprehensive price increase across all its aluminum electrolytic capacitor products. The price increase reportedly expanded from the previous 9%-12%

Goldman Sachs In-depth Analysis of the "Postmodern" Investment Landscape: The Era of Winning by Valuation Expansion Is Over, Capital Expenditure Supercycle Quietly Arrives

Goldman Sachs In-depth Analysis of the "Postmodern" Investment Landscape: The Era of Winning by Valuation Expansion Is Over, Capital Expenditure Supercycle Quietly Arrives

The global investment paradigm is undergoing a profound structural transformation. According to Chasing Wind Trading Desk, Goldman Sachs pointed out in its latest global strategy report that the “modern” supercycle characterized by low inflation, low interest rates, and globalization has become history, and a “postmodern” cycle marked by higher macro

China market lost, BMW’s earnings guidance plunges, stock price tumbles to over five-year low!

China market lost, BMW’s earnings guidance plunges, stock price tumbles to over five-year low!

BMW’s profit warning has again exposed the long-standing structural difficulties of the European auto industry to the market. On Tuesday night, BMW announced a sharp downgrade of its 2026 car business EBIT margin target from 4%-6% to 1%-3%, expects full-year pre-tax profit to fall by more than