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05
2026-04
In March, LPR stood still for the 10th consecutive month!China's loan prime rate (LPR) for March was released on March 20, and the LPR for 1 year and 5 years or more was not adjusted. The one-year loan prime rate (LPR) in March was 3%, compared with the previous value of 3%. LPR has remained unchanged ... -
05
2026-04
"Lobster" eats memory like crazy, and DRAM ushers in an unexpected "blood recovery"?Morgan Stanley pointed out in its latest report in March that after AI enters the "executive era", the demand for ordinary memory (DRAM) will far exceed that of high-end video memory (HBM), and may even make DRAM the most in-demand chip in ... -
05
2026-04
Tencent conference call: Ma Huateng talks about "shrimp farming" for the first time!Recently, Tencent handed over a "steady and boring" financial report: annual revenue of 751.8 billion yuan, a year-on-year increase of 14%; adjusted operating profit was 280.7 billion yuan, an increase of 18%.Looking at the data alone, this... -
05
2026-04
Tesla's "AI flywheel" launches: Robotaxi + Optimus runsRecently, Morgan Stanley analyst Andrew S. Percoco gave a more positive view on the commercialization prospects of Robotaxi (driverless taxis) after attending the TMT conference in San Francisco and visiting Tesla's Texas Gigafactory. He particul... -
22
2026-03
The outline of the "15th Five-Year Plan" sets the tone for investment in the next five years!The Outline serves as a "construction drawing" for economic and social development during the 15th Five-Year Plan period. The core content of the entire 59,000-word document is concentrated in 23 columns - these columns concentrat... -
22
2026-03
5.6 trillion yuan in new loans in the first two months of 2026!The latest data from the People's Bank of China shows that in the first two months of this year, RMB loans increased by 5.61 trillion yuan.As of the end of February, the scale of social financing (that is, the total amount of funds received by th... -
22
2026-03
Nvidia spent $26 billion on open source large models?Nvidia announced that it will invest $26 billion in the next five years to develop open source AI models - the world's largest AI chip company is changing from a "shovel seller" to a "personal gold mine", directly challenging ... -
22
2026-03
The situation in the Middle East is escalating, and the global chemical industry is facing a "supply crisis"As the situation in the Middle East escalates, shipping in the Strait of Hormuz is blocked, and a geopolitical conflict is evolving into a systemic impact on the global chemical industry.According to the latest report from Morgan Stanley, since the o... -
15
2026-03
The press conference of the Fourth Session of the 14th National People's Congress, key information interpretation!On March 6, the Fourth Session of the 14th National People's Congress held a press conference focusing on the economy, and the heads of the five ministries and commissions of the National Development and Reform Commission, the Ministry of Finance... -
15
2026-03
Flash charging is on the table, JPMorgan Chase is optimistic about BYD?Recently, BYD launched the second-generation blade battery and new flash charging technology at the press conference, which attracted great attention from the market.JPMorgan's latest research report believes that this set of battery innovation, ... -
15
2026-03
"Raising lobsters", the battle for the entrance of the next generation of AIRecently, an AI assistant called OpenClaw has become popular all over the world, and netizens have given it a nickname - "Lobster".It's not an ordinary chatbot, but an open-source AI tool that can directly operate a computer. With it, A... -
15
2026-03
The U.S. Treasury Department wants to "short crude oil"?The U.S. Treasury Department is considering a rare and possibly unprecedented move: direct intervention in the crude oil futures market to suppress the surge in oil prices caused by the Iran conflict.Unlike previous use of strategic petroleum reserve...
