90 Comments 26 May 2024

Three Positives Boost Cyclical Recovery in Construction Machinery

Excavators, loaders, and other construction machinery export data have turned positive in growth rate, with the domestic market sales steadily recovering. The construction machinery industry, which ha...

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74 Comments 22 May 2024

Q4 US Manufacturing Upturn May Offer A-Share Export Chain Playroom

The second phase of the Fed's rate cut trade will revolve around fundamentals. In the fourth quarter, focus on whether the data for the US real estate and manufacturing sectors are repaired. The overs...

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62 Comments 20 May 2024

Bank Ample Resources to Guard Against Real Estate Risks

Considering the relatively low proportion of public real estate loans, only four listed banks have public real estate loans accounting for more than 10% of all loans, and 23 banks have a proportion of...

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84 Comments 19 May 2024

"U.S. Debt Defaults Loom": Bonds Plunge, Yields Hit 4%

The United States has issued $31.4 trillion in government debt, which far exceeds the current annual GDP of the country. Consequently, holders of U.S. debt are very concerned that the U.S. might defau...

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56 Comments 19 May 2024

Nvidia Hits Record Close; Can Blackwell's Optimism Crown It Global Leader?

Nvidia (NVDA.US) has successfully allayed investors' concerns about product delays and long-term growth prospects, causing its stock price to rebound. Nvidia closed up 2.4% on Monday, setting a new hi...

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91 Comments 18 May 2024

How to take the next step of the "oral economy" from increment to stock?

From the near-blank slate of the 1990s to a market space breaking the hundred billion yuan mark, the domestic oral industry has undergone earth-shaking changes over the past 20 years. On the crest of ...

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