Lubemai Fund: The "Big Seven U.S. Stocks" are being abandoned. Wall Street is turning to the "Top Ten" of China. Is spring here?
Leading Chinese stock companies are reshaping the logic of global capital allocation with astonishing explosive power.
6hour ago0
Nvidia/Meituan/Microsoft
IP card battle! Tencent invested in Ubisoft at a premium to win "Assassin's Creed","Far Cry" and "Rainbow Six"
Tencent made a big purchase of a 25% stake in Ubisoft's subsidiary.
6hour ago0
Tencent/Ubisoft
Goldman Sachs 'latest forecast: gold price will exceed $4200 by the end of the year in extreme circumstances
The bank also pointed out that medium-term risks still tend to move upwards. In more extreme tail risk scenarios, gold could even climb above $4200 per ounce by the end of 2025.
16hour ago0
Spot Gold
Guo Mingxi: Nvidia Performance Bomb B300 is about to be mass-produced
The B300 's upgrade to HBM3E memory is revolutionary.
03-171.46w
NVIDIA/AI/B300
US stock earnings outlook| Micron Technology: Revenue and EPS are lower than expected, AI outbreak is difficult to change supply and demand mismatch constraints
Even in the midst of the explosion of AI computing power, the DRAM market, where consumer electronics accounts for more than 70% of the total, has performed sluggish.
03-171.47w
Micron Technology/NVIDIA
Gold, regaining its momentum
On March 11, late trading in New York, the precious metals market ended in an unexpected agitation.
03-122.10w
Spot gold/Non-farm payrolls/U.S. ADP employment data
The era of digital payments accelerates in Australia's cash utilization rate has plunged to 13%
On the Melbourne Stock Exchange, the financial technology sector has gained 47% in the past 12 months.
03-102.17w
Digital Payments/Alibaba/RBA
Germany's fiscal "big turn": Can a 500 billion euro fund restart the European economic engine?
When politicians in Berlin broke a sixteen-year-old fiscal dogma, they were betting on Germany's credibility as Europe's economic stabilizer.
03-062.31w
German inflation rate/German bond yield/German economy
U.S. stocks open black in March: Concerns about stagflation under the hammer of tariffs and speculation about Wall Street interest rates
The three major stock indexes simultaneously lost key technical levels, and the market panic index VIX soared to a new high for the year above 24.
03-042.21w
U.S. stocks/Nvidia
Tesla's trillion-dollar empire rift: The double strangulation of the autonomous driving trust crisis and the collapse of the European market
If the crisis of technological trust is a short-term emotional shock, Tesla's structural decline in the European market has exposed deep cracks in its globalization strategy.
02-262.29w
Tesla/Elon Musk/Huawei
Apple announces 500 billion investment plan to build a moat of AI competition
From a strategic perspective, the implementation of the Texas AI server factory is by no means an isolated incident.
02-252.27w
Apple Inc/NVIDIA Corporation/Tim Cook
Rumors have it that Mixue Ice City raised 3.9 billion yuan on Friday,"Snow King" is about to land on the Hong Kong stock market
The capitalization path of Mixue Ice City may become a watershed in the industry.
02-192.34w
Mixue Ice City/Hong Kong IPO
Powell's summary of views on the first day of congressional hearing: Interest rates, inflation, and the labor market
Powell said the Fed will be patient when formulating policies and pay close attention to factors that may pose risks to economic growth.
02-122.43w
Powell/Inflation/Rate Cuts
Three years later! Apple relaunches its small-screen flagship iPhone SE, expected to be delivered in early March
In terms of performance, this model will be equipped with an A18 bionic chip to support Apple's latest AI system "Apple Intelligence."
02-072.51w
Apple/iPhone/iPhone SE
Trump: Will ask the Federal Reserve to cut interest rates immediately and call on OPEC to lower oil prices
He publicly questioned Federal Reserve Chairman Powell's interest rate policy and claimed to "understand interest rates better than the Federal Reserve."
01-242.81w
Trump/Fed/OPEC
ECB Management Committee: Interest rate cuts in January are not certain
Holzmann's caution reflects divisions within the ECB over the inflation outlook.
01-202.55w
EURUSD/Rate Cut
US December PCE data outlook: Trump's policy path becomes a key variable
The market is optimistic about the upcoming PCE data.
01-202.57w
Inflation/Rate Cut/PCE
Japanese officials have successively issued signals that interest rates next week may be a foregone conclusion
Japanese Finance Minister Katsumu Kato pointed out that against the background of continued wage and price increases and interest rate adjustments, the Japanese economy is moving on a reasonable track.
01-172.62w
BOJ/Rate Hike
Musk is sued by SEC: artificially buying Twitter shares at low prices
Musk was accused of "underpaying more than $150 million" when purchasing Twitter common stock.
01-152.76w
マスク/ツイッター/X
News says Trump may increase tariffs "gradually" offshore yuan rises
The plan involves establishing a timetable for gradual tariff increases, with increases of approximately 2% to 5% per month.
01-142.64w
Trump/Tariffs/Rate Cut
Sony and Honda jointly released the first electric vehicle AFEELA 1
In addition to the AFEELA 1 sedan, Sony Honda Mobile also plans to launch an SUV model in 2027.
01-072.75w
Sony/Honda
What you need to know about Boeing's collapse
2024 is destined to be a year in which Boeing's reputation will be greatly damaged.
2024-12-312.71w
Boeing
The number of people applying for unemployment benefits in the United States hits a three-year high, and the labor market cools down?
The number of people applying for unemployment benefits per week is considered representative of layoffs in the United States.
2024-12-272.80w
Rate Cut/Fed/U.S. Employment
Broadcom ushered in its own Nvidia moment
Last Friday, the market was surprised that "buy Broadcom, sell Nvidia".
2024-12-172.83w
Broadcom/Nvidia/AI
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Gareth
152articles
Investing is not just an act, it's something with a philosophical connotation.
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