Latest

``` Market bets on Federal Reserve rate cuts may not be based on economic reality, but rather stem from a collective wager on an AI-driven disruption of the future. Deutsche Bank’s latest research points out that investors are currently pricing in Fed rate cuts that exceed what current economic fundamentals

``` On the 12th, South Korea’s National Assembly passed special legislation to provide a legal basis for Seoul’s $350 billion investment plan promised to Washington, marking the transition of this major economic agreement—aimed at securing preferential US tariffs—into a substantive implementation phase. According to Global Times on

``` Li Auto’s fourth quarter revenue was 28.78 billion yuan, a 35% year-on-year decline, with an estimate of 28.84 billion yuan. Adjusted earnings per ADS were 0.25 yuan, compared to 3.79 yuan in the same period last year. Li Auto’s U.S. shares fell nearly

Anthropic is accelerating its commercial expansion, with business scale and strategic deployment advancing in tandem. According to The Information, Anthropic is negotiating with an alliance of private equity firms led by Blackstone and Hellman & Friedman, intending to jointly establish a new AI-focused joint venture. The venture will sell Claude

``` Once suppressed by the narrative of “AI devouring SaaS,” the software sector is now undergoing a new wave of value re-evaluation: the explosion of AI Agent-driven Token usage is shifting the core value of software from “function presentation” to “process orchestration, data and permission management,” with infrastructure and platform-type software

``` The US-Iran conflict has triggered a blockade of the Strait of Hormuz, causing the global energy market to once again face supply shocks. Coal, as a strategic substitute for oil and gas, is being repriced by the market. Founder Securities pointed out in a special coal industry report released on

``` Soaring oil prices reignite inflation fears, triggering a sell-off that sweeps across global fixed income markets, wiping out all year-to-date gains for global bonds. On March 12, Bloomberg data showed that the Bloomberg Global Aggregate Index, which tracks the total return of global investment-grade government and corporate bonds, has dropped