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As traders bet on Fed rate hikes, analysts take the opposite view: at least one rate cut this year, possibly as early as September!

As traders bet on Fed rate hikes, analysts take the opposite view: at least one rate cut this year, possibly as early as September!

The Federal Reserve faces a dilemma amid the Middle East war shock—economists and market traders have markedly different views on the outlook for interest rates. According to a Reuters survey of 82 economists conducted from March 20 to 25, nearly three-quarters of respondents expect the Federal Reserve will not

ARM's 81x P/E Ratio Bets Big on AI Chips: Wall Street Has Priced in "Flawless Execution," Leaving Almost No Room for Error

ARM's 81x P/E Ratio Bets Big on AI Chips: Wall Street Has Priced in "Flawless Execution," Leaving Almost No Room for Error

``` Arm has officially announced its transformation to a new business model with a self-developed chip for AI servers, sending its stock price soaring. However, the expected price-to-earnings ratio of 81 times means this gamble allows almost no margin for error. On Wednesday, Arm's stock surged 16% in a

M&A revival and surge in trading revenues drive Wall Street bonus pool to a record $49.2 billion in 2025.

M&A revival and surge in trading revenues drive Wall Street bonus pool to a record $49.2 billion in 2025.

``` Wall Street's bonus pool in 2025 has set a new record, reflecting the strong profitability of the financial industry amid a rebound in mergers and acquisitions and a surge in trading income. However, slower job growth and geopolitical risks are casting a shadow over the industry's

Silently making 27.6 billion! CITIC Securities' "proprietary money-printing machine" roars, "mysterious business" grows by over 200%

Silently making 27.6 billion! CITIC Securities' "proprietary money-printing machine" roars, "mysterious business" grows by over 200%

``` On the evening of March 26, "Brokerage King" CITIC Securities released its annual report. Data shows: For the full year 2025, CITIC Securities achieved operating revenue of 74.854 billion yuan, an increase of 28.79% year-on-year; net profit attributable to parent company shareholders was 30.076 billion

Gold prices rise alongside overseas expansion; Shandong Gold's 2025 revenue surpasses 100 billion yuan, net profit increases by more than 60% year-on-year, with annual dividends exceeding 1.6 billion yuan | Earnings Report Update

Gold prices rise alongside overseas expansion; Shandong Gold's 2025 revenue surpasses 100 billion yuan, net profit increases by more than 60% year-on-year, with annual dividends exceeding 1.6 billion yuan | Earnings Report Update

``` In 2025, when gold prices hit historic highs, Shandong Gold delivered a "double growth in volume and price" report card: Annual operating revenue reached 104.287 billion yuan, up 26.38% year-on-year; net profit attributable to shareholders was 4.739 billion yuan, up 60.57% year-on-year; net profit

Europe's largest economy under pressure, German officials warn that the Iran crisis may halve economic growth in 2026.

Europe's largest economy under pressure, German officials warn that the Iran crisis may halve economic growth in 2026.

``` The German economy is facing a severe threat from the escalation of the Middle East situation. On March 26, according to Bloomberg citing informed sources, German officials believe that if the Iran conflict continues, Germany's economic growth in 2026 may be only half of the official target. This

Profit enters a period of growing pains—how can Yuexiu Service navigate the cycle?

Profit enters a period of growing pains—how can Yuexiu Service navigate the cycle?

As the real estate industry enters a period of deep adjustment, the property management industry has bid farewell to the rapid expansion of past years, fully stepping into a new stage characterized by competition over existing assets and meticulous operations. As a property service company backed by Yuexiu Real Estate,