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22
2025-12
Interpretation of the Central Economic Work ConferenceThe Central Economic Work Conference in December has just ended, and three main things have been done: summarize the economic work in 2025, analyze the current economic situation, and deploy key tasks in 2026.The meeting further clarified the specifi... -
22
2025-12
Interest rate cuts have just begun, and there may be three easing in 2026At the just-concluded December Federal Reserve (FOMC) meeting, the central bank cut interest rates by 25 basis points as expected, and also announced a new plan: to start buying about $40 billion in short-term Treasury bonds, which is equivalent to q... -
22
2025-12
Is SpaceX going public? $1.5 trillion valuationMusk's SpaceX plans to go public as early as the second half of 2026, and the news instantly ignited the market's anticipation for a "super unicorn" IPO.SpaceX is currently valued at about $1.5 trillion and will raise about $40 bill... -
22
2025-12
Meta is going to "close source"?Meta is quietly changing its AI strategy.In the past, Meta has adhered to the "open source" route - making its self-developed AI models free for everyone to use and improve. But now, under the leadership of CEO Zuckerberg, the company has l... -
12
2025-12
The new blueprint for the capital market in the 15th Five-Year Plan: How to invest in the next five years?In December 2025, with the adoption of the "15th Five-Year Plan" by the Fourth Plenary Session of the 20th Central Committee of the Communist Party of China, China's capital market ushered in a high-standard, systematic and implementabl... -
12
2025-12
Trump wants to "loosen" car fuel consumption standards?Trump's plan to drastically relax car fuel consumption standards could completely change the direction of the U.S. auto market.Recently, Trump announced at the White House that he would overturn the "ridiculous, onerous and terrible" au... -
12
2025-12
Why are ultra-long treasury bonds falling?Recently, the bond market has continued to be under pressure, and ultra-long-term bond yields have approached this year's high.Towards the end of the year, the "seesaw" effect of "stock market rises, bond market falls" or vice... -
12
2025-12
OpenAI plans to control Stoke SpaceRecently, OpenAI CEO Sam Altman (Sam Altman) has considered entering the space field, planning to acquire or cooperate to establish a rocket company to compete directly with Musk's SpaceX.According to the Wall Street Journal, Altman reached out t... -
05
2025-12
The latest tone set by the National Development and Reform Commission: humanoid robots don't "swarm bees"At a recent press conference, Li Chao, spokesman of the National Development and Reform Commission, responded to reporters' hot issues such as embodied intelligence, humanoid robots, ultra-long-term treasury bonds, infrastructure REITs, new energ... -
05
2025-12
Vanke seeks an extension period, how will the property market go in 2026?Recently, the real estate industry ushered in a major shock: Vanke, a leading real estate company, announced that it plans to extend (i.e., postpone repayment) a 2 billion yuan domestic bond ("22 Vanke MTN004"). As soon as the news came out... -
05
2025-12
Meituan's Q3 huge loss of 16 billion!Under fierce competition, Meituan handed over its first quarterly loss report card in nearly three years. In the third quarter of 2025 (as of September 30), Meituan:revenue was 95.5 billion yuan, a year-on-year increase of only 2%, lower than the mar... -
21
2025-11
TSMC urgently "added" 3 nanometers! Nvidia personally came to ask for goodsA blockbuster news from Morgan Stanley shook the global semiconductor circle: TSMC may increase its 3nm wafer production capacity by an additional 20,000 pieces per month on the basis of the original plan! This means that the total producti...
