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Goldman Sachs' first nuclear power seminar sent a clear signal: the long-term upward trend in uranium prices is widely recognized by the industry, the supply chain is accelerating preparations, regulatory environments continue to loosen, and nuclear power is becoming the most prominent energy investment theme amid the surge in

``` China's foundational AI model industry is entering an accelerated phase of commercialization. JPMorgan believes that as model quality continues to improve and translates into faster demand growth, major model capabilities will determine pricing power, and the gap between stronger and weaker companies will widen significantly. According to Chase

``` Cracks in the private credit market are providing traditional banks with a long-awaited window for a counterattack. On March 27, CNBC reported that, as risks gradually emerge after aggressive lending by private credit institutions and the regulatory environment becomes more relaxed, Wall Street banks are quietly gaining conditions to reclaim

Amid continued tension in the Middle East, Saudi Arabia is reshaping its crude oil export routes at an unprecedented pace. Saudi Arabia has started large-scale use of the East-West pipeline, redirecting crude oil that previously exited via the Persian Gulf to the Red Sea port of Yanbu, thus bypassing the

``` The wave of deleveraging is sweeping the US stock market, and analysts say short-selling power is nearing its limit. The S&P 500 index has fallen 5.8% over the past month, marking its worst monthly performance since December 2022. The Goldman Sachs trading team believes that as institutional

``` Under the dual pressure of changes in population structure and intensified competition within the industry, the leading domestic milk powder producer, China Feihe, is currently in a period of severe performance adjustment. On March 26, Feihe released its 2025 financial report, revealing annual revenue of 18.113 billion yuan, a

Xtep International achieved total revenue of RMB 14.151 billion in 2025, a year-on-year increase of 4.2%. Excluding the impact of the profit and loss from discontinued operations (K·SWISS and Palladium), the profit attributable to ordinary shareholders reached RMB 1.372 billion, a year-on-year increase of 10.8%