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``` The NAND flash market is experiencing another round of dramatic supply-demand imbalance. Driven by the boom in AI infrastructure construction and restricted supply expansion, flash memory prices continue to rise, and the market landscape is reshaping rapidly. According to the latest survey by TrendForce, in the fourth quarter of 2025,

``` A Pentagon ban not only cost AI unicorn Anthropic a major military contract, but has also triggered a domino effect, forcing government “favorite” data giant Palantir to consider cutting ties completely. According to the latest report from The Information, for over a year, Anthropic has provided services to the U.

``` On March 4 during US trading hours, multiple assets experienced dramatic volatility. Chris Hussey from Goldman Sachs’ trading division said in a client briefing that day that the “three major long-term positives” the market had relied on over the past year are now simultaneously faltering, a shift amplified by the

``` To address frequent downtime issues, OpenAI is developing an alternative to Microsoft GitHub. According to the latest report from The Information, OpenAI is developing a code repository product as an internal alternative to Microsoft GitHub, which may eventually become a commercial offering for the market. Insiders reveal that the project

``` Facing the enormous uncertainty brought by the disruption of AI technology and geopolitical conflicts, Soros Fund has issued a warning: the market is falling into deep "exhaustion," and investors must prepare for a "painful period" that could last up to two years. "In the next

``` The oil passage of the Strait of Hormuz is on the verge of paralysis. According to the latest tracking data from Morgan Stanley, only one oil tanker passed through this globally crucial energy chokepoint on March 3, a more than 95% plunge from normal levels. Iraq has been forced to

This round of real estate cycle adjustment has lasted over four years. Considering recent changes on the supply side and policy end, we believe that this year, housing prices in Beijing and Shanghai are expected to stabilize, and the real estate sector may gradually transition to a beta market. We