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The J.P. Morgan report pointed out that the backlog of gas turbine orders for GE Vernova and Siemens Energy continues to extend and the pricing is strong, confirming the tight supply of upstream hot-end components. As the largest high-temperature alloy precisi…
Tickers appearing most often in the latest published notes.
Primary filing notice from SEC EDGAR. Filed: 2026-07-23 AccNo: 0001179929-26-000039 Size: 6 MB
Global Treasury bonds are experiencing a big sell-off! In the past two days, U.S. Treasury yields have soared. On July 23, the 10-year U.S. Treasury bond yield rose 4 basis points to 4.71%, the highest level since January 2025. On July 24, U.S. Treasury bond y…
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Financial News Agency, July 24, Goldman Sachs reiterated its buy rating on AMD with a 12-month target price of US$640, which represents about 18.6% upside from the current stock price
China Financial News Agency, July 24 (Xinjie Research) lowered the target price of Alphabet from US$455 to US$405
As the market begins to price in risk premiums for artificial intelligence-related financings, bond investors are demanding a significantly higher yield on Meta's latest $12 billion data center project backing, compared with the conditions under which similar…
Shipping risks in the Strait of Hormuz have resurfaced, and the impact has further spread to the Bab el-Mandeb Strait, making Gulf oil-producing countries deeply aware of the fragility of maritime oil transportation channels. Potential safety hazards in waterw…
Primary filing notice from SEC EDGAR. Filed: 2026-07-23 AccNo: 0001628280-26-049326 Size: 6 MB
The J.P. Morgan report pointed out that the backlog of gas turbine orders for GE Vernova and Siemens Energy continues to extend and the pricing is strong, confirming the tight supply of upstream hot-end components. As the largest high-temperature alloy precisi…
The Bernstein report analyzes the pricing space for Spotify's core paid streaming subscriptions. The current potential market size (TAM) of Spotify Premium is approximately US$107 billion, and is expected to reach US$127 billion in 2030. Its value release runw…
Based on the strong growth of Alphabet's cloud business (annual revenue increased by 82%, backlog of US$514 billion) and the expansion of GenAI capital expenditures and opportunities, the Morgan Stanley report summarized four major business cognitions and two…
Citi's report shows that the price increase of Nanya New Material's copper-clad laminates (CCL) has been widely accepted by consumer electronics and automotive customers, and management believes that there is still room for upward growth in the price cycle. Th…
On July 24, Foreign Ministry Spokesperson Lin Jian hosted a regular press conference. A reporter asked: The new round of US tariff measures will take effect today. Can the Ministry of Foreign Affairs comment on this? Lin Jian said that China’s position on Sino…
filed a recall plan with the State Administration for Market Regulation in accordance with the requirements of the "Regulations on the Management of Recalls of Defective Automobile Products" and the "Implementation Measures of the Regulations on the Management…
The core reason is that Nike took back its online distribution channels in Greater China, causing Topbo to lose online Nike sales that accounted for 22% of its original revenue. This is not only a loss of revenue, but also means a reduction in store area and n…
Earlier this week, U.S. President Trump announced on social platforms that he would impose 100% tariffs on generic drugs imported into the United States starting in August 2028, and one year later, starting in August 2029, the tariffs would double to 200%. Thi…
European stock SAP's gains expanded to 5.4%, and cloud business revenue in the second quarter exceeded expectations