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Global "transformer shortage"! China's exports surged 61% in two months, exports to the US soared by 182%, and the shortage in the US may persist until 2028.

Global "transformer shortage"! China's exports surged 61% in two months, exports to the US soared by 182%, and the shortage in the US may persist until 2028.

``` The global power transformer market is facing a severe supply-demand imbalance, while Chinese manufacturers are accelerating their efforts to seize international market share as a result. According to Zhuifeng Trading Desk, Goldman Sachs stated in its latest research report released on March 26 that in January to February 2026, China’

Macquarie warns: If the Iran conflict continues until June, oil prices may soar to $200.

Macquarie warns: If the Iran conflict continues until June, oil prices may soar to $200.

``` Macquarie’s latest warning: If the US-Iran conflict continues until the end of the second quarter this year and the Strait of Hormuz remains blocked, international oil prices may break through $200 a barrel, setting a historic record. On March 27, Macquarie analysts Vikas Dwivedi and others noted in their

Anthropic’s strongest model revealed, achieves a “generational leap” in performance, thoroughly surpassing Opus!

Anthropic’s strongest model revealed, achieves a “generational leap” in performance, thoroughly surpassing Opus!

``` A misconfiguration within Anthropic accidentally exposed its most confidential technological trump card to the public. According to an exclusive report by Fortune magazine on the 26th, a brand new flagship model named "Claude Mythos", internally codenamed "Capybara", has completed training and entered early testing. Anthropic officially

"President of the 'world's largest asset management': Investors are underestimating risks, even if the Iran war ends quickly."

"President of the 'world's largest asset management': Investors are underestimating risks, even if the Iran war ends quickly."

``` BlackRock CEO issues warning: the market may be severely underpricing the economic impact of the Iran war. According to Bloomberg, BlackRock CEO Rob Kapito said on Thursday that even if the Iran war ends in the short term, its impact on economic growth and inflation will persist, and investors'

"Predicting 'When will Trump end the war'? Here are five key points"

"Predicting 'When will Trump end the war'? Here are five key points"

``` The Iran war has become the most significant geopolitical shock to the global energy market since the Gulf War in 1990. Since the outbreak of the Iran war on February 26, 2026, Brent crude oil surged 44% in just 25 days, U.S. wholesale gasoline price (Rbob) rose 48%, U.

Short squeeze across all of Asia, trying to profit from "war"? French oil giant Total made a "historic" surge in buying Middle Eastern crude in March, but now may be facing huge losses.

Short squeeze across all of Asia, trying to profit from "war"? French oil giant Total made a "historic" surge in buying Middle Eastern crude in March, but now may be facing huge losses.

``` French energy giant Total staged a textbook-level "long kills long" tragedy amid the market turmoil triggered by the Middle East war. In March, the company frantically bought up Middle Eastern crude oil, pushing Asian benchmark oil prices to historical extremes, only to trigger a market collapse the moment

Anthropic executives discuss Q4 IPO; investment banks estimate fundraising could reach $60 billion.

Anthropic executives discuss Q4 IPO; investment banks estimate fundraising could reach $60 billion.

AI unicorn Anthropic is rapidly advancing towards the capital markets. According to informed sources, the company’s executives have started discussions about launching an IPO as early as the fourth quarter of this year. Investment banks vying for the underwriting mandate estimate that Anthropic could raise over $60 billion, potentially