All-Weather Media

Latest

Xiong Yuan: The Great Era of Capital Expenditure

Xiong Yuan: The Great Era of Capital Expenditure

``` This issue covers the report delivered by Dr. Xiong Yuan at the 2026 Guosheng Securities Spring Capital Market Forum. Content of this Issue From a macro perspective, at the current point in time, the most important thing is undoubtedly to analyze the impact and influence of the recent situation in

Shandong Molong's 2025 revenue grows by 30%, net profit turns positive at 5.16 million yuan, overseas revenue surges by 50% | Financial Report Highlights

Shandong Molong's 2025 revenue grows by 30%, net profit turns positive at 5.16 million yuan, overseas revenue surges by 50% | Financial Report Highlights

Shandong Molong Petroleum Machinery Co., Ltd. achieved a turnaround in its operations in 2025, recording a positive profit for the first time after consecutive years of losses. The overseas market became the core engine driving the rebound in performance. According to the company's annual report, net profit attributable

The next test for the U.S. bond market: Rising costs of war

The next test for the U.S. bond market: Rising costs of war

``` The inflation shock triggered by the Iran war has pushed up U.S. Treasury yields, and as the possibility of continued conflict increases, the bond market is facing another threat—a persistently climbing fiscal cost of war. Analysts warn that if extended war-related defense spending, tariff refunds, and potential economic

Eurozone inflation rate surged to 2.5% in March, marking the biggest increase since 2022, with strong expectations of interest rate hikes.

Eurozone inflation rate surged to 2.5% in March, marking the biggest increase since 2022, with strong expectations of interest rate hikes.

The situation in the Middle East is pushing up energy costs, with Eurozone inflation in March seeing its largest increase since 2022. The market is betting that the European Central Bank may begin raising interest rates as soon as next month. Data released by Eurostat on Tuesday shows that Eurozone

Inflation or recession? The U.S. bond market is caught in a dilemma!

Inflation or recession? The U.S. bond market is caught in a dilemma!

``` The U.S. Treasury market is experiencing a battle of direction: Is the Middle East war an inflation threat, or a drag on growth? As the market narrative quietly shifts, this question is putting bond traders in a dilemma. On Tuesday, the U.S. extended its rebound, with the two-year

Where is the next growth driver for MINISO, which has been nurtured by overseas markets and TOP TOY?

Where is the next growth driver for MINISO, which has been nurtured by overseas markets and TOP TOY?

``` At a time when the global consumer market still faces many uncertainties, MINISO released its annual results announcement for the fiscal year ended December 31, 2025, on March 31. During the reporting period, the company achieved total revenue of 21.444 billion yuan, an increase of 26.2% year-on-year compared

Morgan Stanley: Downgrading the valuation of old memory is inevitable; in the AI era, “unaffordable” has become the core constraint.

Morgan Stanley: Downgrading the valuation of old memory is inevitable; in the AI era, “unaffordable” has become the core constraint.

``` Although the demand for AI computing power continues to be released, memory manufacturers are experiencing structural differentiation. Morgan Stanley pointed out in its latest report that with the advancement of KV Cache compression technology, server system optimizations, and long-term agreement (LTA) negotiations, the traditional memory (Legacy Memory) industry is facing