Ukrainian steel giant Metinvest returns to international bond market with indicative yield as high as 11.2%. This article deeply analyzes the risks and opportunities behind this high yield from dimens...
In-depth analysis of the dual-core potential of AAOI and Nokia in the optical communication track, covering industry background, company competitiveness, growth logic, and risk factors, providing syst...
In April 2025, the US and Iran signed a historic peace agreement: Iran suspends nuclear activities, the US lifts some sanctions. After the announcement, international oil prices plummeted over 15%, an...
In June 2025, "Wood" Cathie Wood spent over $400 million in a single day to buy more than 3 million SpaceX shares through four of her ETFs, making it the top holding of the ARK Venture Fund. This move...
In-depth analysis of the 2026 AI supply chain investment crisis, including chip overcapacity, key raw material shortages, geopolitical games, and other risks, providing countermeasure suggestions for ...
AI semiconductors lost $1.3 trillion in market cap in a single day, and the Philadelphia Semiconductor Index fell more than 10%. Combining Broadcom's earnings, nonfarm payroll data, and Fed rate expec...
The market watches the Fed for more than policy headlines. U.S. interest rates are the cost of capital and the foundation of global asset pricing. This article breaks down how rates affect valuations ...
Northbound capital will resume trading tomorrow, likely providing the market with a new stabilizing force. The domestic-led pattern may change, so watch for shifts in capital flow....
Global liquidity is tightening marginally, putting clear pressure on high-valuation sectors as funds rotate from high-valuation tech names to lower-valuation defensive sectors....
The annual report guidance disclosure season is here. The market is focusing on stocks with earnings beats, and the earnings theme may become one of the main market drivers in the near term....
Regulators have recently stepped up control over speculative hype in high-valuation themes, steering capital away from pure story-driven trading and toward real sectors aligned with industrial develop...
