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Bank of America communicated with major storage manufacturers: the Middle East currently has minimal impact, February sales were exceptionally strong.

Bank of America communicated with major storage manufacturers: the Middle East currently has minimal impact, February sales were exceptionally strong.

The latest exchanges between Bank of America and more than 10 storage chip manufacturers and supply chain companies show that the impact of the Middle East conflict on the global storage chip supply chain is negligible. February sales data is surprising, indicating that industry profit margins will rise sharply. On

Goldman Sachs’ judgment: Claude Cowork becomes the first “trusted case for agent workflow,” OpenClaw demonstrates the future direction of human-computer interaction

Goldman Sachs’ judgment: Claude Cowork becomes the first “trusted case for agent workflow,” OpenClaw demonstrates the future direction of human-computer interaction

AI applications are entering a critical next phase—comprehensive penetration from developer tools to knowledge workers. Goldman Sachs' latest research report outlines a clear path for the scaled deployment of general intelligence tools through two iconic products—Claude Cowork and OpenClaw. On March 7, according to ZF Trading Desk,

Without Qatar's LNG—Opportunity for Chinese chemicals, risk for Asian power

Without Qatar's LNG—Opportunity for Chinese chemicals, risk for Asian power

Qatar has shut down its Ras Laffan liquefied natural gas (LNG) plant, which has an annual capacity of 77 million tons, plunging the global natural gas market into a highly tense state. This event not only caused European natural gas prices (TTF) to surge by more than 50% within just

Middle Eastern conflict impacts major assets, oil prices soar; listen to Yang Xiyu from the China Institute of International Studies give a private briefing on the Middle East situation as an indicator.

Middle Eastern conflict impacts major assets, oil prices soar; listen to Yang Xiyu from the China Institute of International Studies give a private briefing on the Middle East situation as an indicator.

``` On February 28, 2026, tranquility in the Middle East was suddenly shattered. The United States and Israel jointly launched military operations codenamed "Epic Fury" and "Roaring Lion," carrying out the largest airstrike in history on Iranian military fortresses and nuclear facilities. Iran's Supreme Leader

When will the global market correction end? Will the "2020s market" repeat the stagflation scenario of the "1970s"?

When will the global market correction end? Will the "2020s market" repeat the stagflation scenario of the "1970s"?

``` The global market is undergoing an adjustment triggered by external shocks, and investors are facing two core issues: when will this round of correction bottom out, and whether the current macro environment is repeating the stagflation nightmare of the 1970s. On March 7, Bank of America Merrill Lynch's

Goldman "tears up report": If the Strait of Hormuz does not "recover as expected" in the next few days, the "significant upside risk" for oil prices will rapidly expand.

Goldman "tears up report": If the Strait of Hormuz does not "recover as expected" in the next few days, the "significant upside risk" for oil prices will rapidly expand.

On March 7, according to the news from Zhui Feng Trading Desk, Goldman Sachs' commodities research team released the latest oil report on March 6, quietly "overturning" its previous optimistic expectations—the bank's previous base scenario was built on the assumption that the Hormuz Strait&

Mengniu is still waiting for a market turnaround: Profitability slightly decreased, asset divestment continues

Mengniu is still waiting for a market turnaround: Profitability slightly decreased, asset divestment continues

The long cycle chill in the dairy industry has left a profound mark on Mengniu’s 2025 financials. On March 6, Mengniu disclosed its 2025 earnings forecast, with total revenue declining by 7% to 8% year-on-year, basically in line with the revised guidance given at the company's 2025