On Nov. 14, the International Energy Agency (IEA) released its November oil market report, projecting an oil oversupply of 1.15 million b/d next year, the highest level since the agency first forecast a 2025 supply-demand gap in April this year, and ...

01Macro backgroundThe global arms trade market is surging and fluctuating and growingAccording to the latest data on global arms trade released by the Stockholm International Peace Research Institute (SIPRI) in Sweden, after hitting a new low since 2...

Recently, the People's Bank of China released the "Monetary Policy Implementation Report for the Third Quarter of 2024" (referred to as the "Report" on its official website. This report comprehensively reviews China's curr...

On the evening of November 6, Trump defeated Harris and took the lead in obtaining more than 270 electoral votes, sealing the victory of the 2024 US presidential election. At the same time, the Republican Party has successfully taken control of the S...

On Thursday, November 7, the Federal Reserve cut interest rates by 25 basis points as expected, lowering the target range for the federal funds rate to 4.5%-4.75%, but the decision statement removed the reference to "gaining confidence in the fi...

01Investment opportunities – infrastructure"Soft infrastructure": low-altitude route design and low-altitude air traffic control system need to be transformedThe low-altitude air traffic control will show the development rhythm of "con...

On October 31, the "Open Market Business" column of the official website of the People's Bank of China released the first open market buyout reverse repurchase business announcement, saying that in order to maintain reasonable and suffi...

On November 1, S&P Dow Jones Indices announced that Nvidia would be included in the Dow Jones Industrial Average, replacing Intel, the current component of the Dow chip industry. This change marks the growing importance of artificial intelligence...

On November 2, Berkshire Hathaway released its 10-Q report for the third quarter of the fiscal year, and it is interesting to note that the company once again reduced its stake in Apple. According to the report, Berkshire currently holds about $69.9 ...

01Investment Opportunity - Whole Machine EndWhole machine--system--parts--materialsThe level of localization of the low-altitude economic industrial chainComplete machine: The technology is unfinalized, the global exploration and commercialization, a...

On October 18, with the theme of "Trust and Confidence-Discussing Financial Openness and Cooperation". The 2024 Financial Street Forum Annual Conference with the theme of "Stable Development of Sharing Economy" opened in Beijing. ...

On October 17, Taiwan Semiconductor Manufacturing Company (TSM) released its third-quarter financial report. According to the financial report, TSMC's U.S. stock price rose 9.79% to $205.84 per share, hitting a record high; The total market capit...