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"When will the 'storage frenzy' peak? This is the most effective 'leading indicator.'"

"When will the 'storage frenzy' peak? This is the most effective 'leading indicator.'"

``` Since January 2023, driven by AI computing demand, storage chip stocks have continued to surge, with the share prices of the top three storage manufacturers averaging an increase of 699%. However, as stock prices keep rising, the market's main concern is no longer "how much more can

Ming-Chi Kuo: Integrating into Nvidia’s ecosystem, LPU production will surge tenfold, having a significant impact on the PCB supply chain.

Ming-Chi Kuo: Integrating into Nvidia’s ecosystem, LPU production will surge tenfold, having a significant impact on the PCB supply chain.

``` Nvidia's incorporation of Groq LPU technology into the Rubin platform is triggering a profound transformation at the supply chain level. At Nvidia's GTC conference, CEO Jensen Huang announced the launch of the Nvidia Groq 3 LPU chip, officially integrating it into the Vera Rubin platform as

From Fertilizer to Chemicals—A “Super Sulfur Shock” Triggered by the Iran War

From Fertilizer to Chemicals—A “Super Sulfur Shock” Triggered by the Iran War

While the market is focused on crude oil and natural gas, a more “hidden” bottleneck—sulfur—is repricing fertilizer and part of the metal supply chain. In a commodities economic review published by HSBC Bank on March 16, it was pointed out that the Middle East conflict is triggering a

"Did the market get 'happy too soon'? Oil and gas fields in the UAE and Iraq attacked for the first time since the war, key substitute port Fujairah hit again."

"Did the market get 'happy too soon'? Oil and gas fields in the UAE and Iraq attacked for the first time since the war, key substitute port Fujairah hit again."

``` Overnight, WTI crude oil continued to slide from above $102 to below $94, and U.S. stocks surged as a result. Against a backdrop of headlines on "U.S.-Iran contacts," "Trump signaling willingness to negotiate," and "navigation through the Strait of Hormuz," the

Ant Group’s acquisition of Bright Smart Securities approved: Ambition from offshore licenses to RWA prospects

Ant Group’s acquisition of Bright Smart Securities approved: Ambition from offshore licenses to RWA prospects

``` On the evening of March 16, 2026, the long-established Hong Kong brokerage firm, Bright Smart Securities, which had suspended trading, issued an announcement stating that the acquisition offer initiated by Ant Group has officially been approved by the relevant Chinese authorities, and the transaction is expected to be completed by

Dalio posted: Final showdown! Everything depends on who controls the Strait of Hormuz.

Dalio posted: Final showdown! Everything depends on who controls the Strait of Hormuz.

``` Ray Dalio, founder of Bridgewater Associates and a macro investor, has given a very clear judgment on the current Middle Eastern situation: The ultimate winner of this conflict will depend on who controls the Strait of Hormuz. On March 16, in a long post on X, Dalio stated that this

Morgan Stanley expects the US private credit default rate to reach 8%, and industry giants admit: All valuations are wrong!

Morgan Stanley expects the US private credit default rate to reach 8%, and industry giants admit: All valuations are wrong!

Concerns about the private credit market continue to spread on Wall Street. In a report released Monday, Morgan Stanley analysts pointed out that software industry loans have the highest leverage and lowest coverage in the private credit market, and default rates may approach the peak levels seen since the pandemic.