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Hormuz disrupted again, 0 ships passed on Sunday, multiple vessels denied passage!

Hormuz disrupted again, 0 ships passed on Sunday, multiple vessels denied passage!

``` The crisis of the Hormuz Strait blockade continues to intensify. No vessels were detected passing through the strait on Sunday, and only three vessels passed through on Saturday, with no substantial improvement from the beginning of the blockade. Meanwhile, diplomatic mediation is underway from multiple sides, but drone strikes have

From Center of Attention to a Hasty End: Why Sora Became OpenAI’s "Discarded Piece"

From Center of Attention to a Hasty End: Why Sora Became OpenAI’s "Discarded Piece"

``` OpenAI once positioned the video generation tool Sora as the most important consumer-level product following ChatGPT, but now it has abruptly ceased operations less than six months after being opened to the public. This outcome perhaps indicates that, in the AI race where computing power is scarce and competition is

If Saudi Arabia's "Plan B" Yanbu Port and Bab-el-Mandeb Strait also fail, will oil prices rise by another $20?

If Saudi Arabia's "Plan B" Yanbu Port and Bab-el-Mandeb Strait also fail, will oil prices rise by another $20?

When Saudi Arabia shifted its crude oil export focus to the Red Sea in order to avoid risks in the Strait of Hormuz, this so-called "safe passage" itself is becoming a new storm center. According to Wind Trading Desk, JPMorgan's March 29 oil market briefing pointed

Gas stations out of supply, panic buying among the public, flight reductions! The global energy crisis is worsening, and many countries have launched emergency measures.

Gas stations out of supply, panic buying among the public, flight reductions! The global energy crisis is worsening, and many countries have launched emergency measures.

The global energy shock triggered by the Iran war is spreading outward at an unprecedented speed, from Asia-Pacific to Africa and then to Europe. Gas stations running out of supply, crowds lining up to buy fuel, and widespread flight cancellations are happening one after another. Multiple governments have been forced

"Token New Era" -- Ten Questions and Answers about China's AI Industry

"Token New Era" -- Ten Questions and Answers about China's AI Industry

China's foundational AI model industry is entering a critical phase, shifting from "expectation-driven" to "demand-driven." Morgan Stanley systematically answered investors' ten core questions about the industry in a recent research report, suggesting that model quality is now the primary variable determining market structure,

Oil price shock for one month: Why are Chinese assets more "resilient"?

Oil price shock for one month: Why are Chinese assets more "resilient"?

``` The conflict in the Middle East has now lasted a full month. Brent crude spot prices have soared 50% from pre-war levels to $110 per barrel, sharply worsening the global dilemma between growth and inflation. However, amid the largest oil supply disruption in history, Chinese assets have shown notable relative

War weighs down the economy: Israel sharply lowers growth forecast, doubles defense spending, raises fiscal deficit target to 4.9%.

War weighs down the economy: Israel sharply lowers growth forecast, doubles defense spending, raises fiscal deficit target to 4.9%.

``` The cost of war is permeating every aspect of Israel’s national finances. Early Monday morning, the Israeli parliament passed the 2026 national budget, totaling 699 billion shekels (about $222 billion USD), with a fiscal deficit target set at 4.9% of GDP. Defense spending has surged more than 120%