Alibaba's U.S. stocks rose 5% before the market opened
Alibaba's U.S. stocks rose 5% before the market opened
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View allAlibaba's U.S. stocks rose 5% before the market opened
Alibaba's U.S. stocks rose 5% before the market opened
7 AI mobile phones have been registered, Alibaba Qianwen joins hands with Apple Smartphone
On July 15, reporters learned from Alibaba that Alibaba Qianwen will be integrated into Apple smart phones as AI capabilities to bring smart experiences to Chinese users of iOS, iPadOS, macOS and visionOS. Users can directly experience Qianwen's text and image…
Trading revenue is nearly $39 billion! The five major Wall Street banks released eye-catching second-quarter financial reports, and the role of AI is evident
The second-quarter earnings season for U.S. stocks officially kicked off on July 14, local time. The top five Wall Street banks - JPMorgan Chase, Bank of America, Citigroup, Goldman Sachs and Wells Fargo - all beat earnings expectations. According to analysts'…
ASML once again raises its full-year performance guidance and plans to increase lithography machine production capacity by 30% in the next two years
On July 15, lithography giant ASML released its second quarter results. During the period, it achieved net sales of 9.3 billion euros and a gross profit margin of 54.0%, both higher than expected. Net profit in the second quarter reached 2.9 billion euros. ASM…
Huge stock selling wave is crushing the current bull market in U.S. stocks
Many large companies around the world are rushing to cash out, and this fundraising boom is putting pressure on the long-lasting bull market. SpaceX plans record-breaking $75 billion IPO, Parent company Alphabet raised $85 billion in equity financing, and Sout…
Japanese retail traders increased short dollar positions last month to highest level since 2008
Japanese retail traders turned bearish on the dollar last month to the most bearish level in nearly two decades amid speculation that official intervention could weaken the greenback against the yen. Traders' net short dollar position more than quadrupled from…
Is the war between the United States and Iran getting worse? Trump was revealed to have held a meeting in the White House Situation Room to discuss a "devastating blow" t…
In the past few days, the situation in the Middle East has escalated suddenly. As the competition between the United States and Iran over control of Hormuz intensified, the two sides conducted multiple rounds of mutual attacks, clouding the prospects of reachi…
Stampede closing! Lee Jae-myung’s latest statement: South Korea takes urgent action! At least 320,000 retail investors lost all their money in 10 days
Korean stocks are facing another major change! According to the Korea Herald, the Korean securities industry has reached a consensus and plans to increase the minimum margin threshold for single-share leveraged ETFs from 10 million won to 50 million won to cur…
Analysis & data
View allKorean market: Structural benefits and technical obstacles coexist, governance reform is the core focus (Morgan Stanley)
Morgan Stanley pointed out that the Korean market has structural advantages such as the proliferation of AI technology and industrial super cycles, but it also faces technical obstacles such as high valuations and retail investor leverage. The capital and gove…
Fair value of euro against yuan: model shows that yuan is still undervalued against the euro by about 15% (Deutsche Bank)
Deutsche Bank used 10 models to evaluate the valuation of the yuan against the euro and the hypothetical German mark. The results showed that the yuan was still undervalued against the euro by about 15%. The core background is that the EU is facing "China Shoc…
AI data center financing continues, but investor sentiment turns cautious, favoring short terms and amortization structures (Morgan Stanley)
After communicating with investors, Morgan Stanley found that AI-related debt issuance has surged, but investor sentiment has become cautious. While allocations are still increasing, there is a general preference for shorter maturities and amortization structu…
Samsung is increasing its focus on AI storage: it will build a new DRAM factory in Jixing Park, planning to produce 100,000 wafers per month
Industry insiders broke the news to the media that Samsung Electronics plans to build a new DRAM manufacturing plant in its Giheung Semiconductor Park, with a planned monthly production capacity of 100,000 wafers, and the total investment scale of the project…
Demand for AI chips is booming, ASML raised its revenue forecast for the second time this year, and its stock price rose 5%
Special topic: Focus on the second quarter financial report of US stocks in 2026 Dutch semiconductor equipment manufacturer ASML raised its performance guidance for the second time in fiscal 2026. Chip manufacturers and other chip manufacturers are acceleratin…
Lp(a) - Battle for the throne of new cardiovascular drugs: HORIZON trial results will determine the outcome (Goldman Sachs)
Goldman Sachs conducted an in-depth analysis of Lp(a), a genetic risk factor that affects approximately 1.4 billion people worldwide, independent of other factors. Development is currently entering a critical validation phase. Novartis/IONIS's HORIZON phase II…
Artillery fire in the Middle East resumes, but a report points out that the US military's ammunition inventory is facing threats!
The United States restarted military operations against Iran last week, and the ceasefire agreement between the United States and Iran has actually ended, casting a shadow over global markets. At the same time, a professional report pointed out that the United…
Goldman Sachs launches three-part Euro bond issuance, previously issuing USD bonds to raise US$10 billion
The group launched a three-part eurobond issuance on Wednesday. A day earlier, the company released results and issued $10 billion in bonds in the United States. Goldman Sachs hopes to raise at least 1.5 billion euros ($1.7 billion) in the benchmark-sized deal…
The United States plans to introduce a new sanctions bill to impose up to 100% tariffs on Russian energy buyers. China and India are included. The Ministry of Foreign Aff…
On July 15, Foreign Ministry Spokesperson Lin Jian hosted a regular press conference. A reporter from Bloomberg News asked that the United States is pushing for the introduction of a new sanctions bill against Russia. It was led by the late Republican Senator…