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Price War on Big Models Hits Negative Gross Margin

The elimination of domestic large models is accelerating. This round of elimination will last for one to two years, and only a few enterprises with truly strong foundational models will be able to su...

Jul-26 , 2024

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U.S. Rate Cut May Trigger Global Financial Crisis

**Preface** Regarding the question of whether the Federal Reserve will cut interest rates in September and by how much, we are aware that the capital markets such as the U.S. stock market, real estat...

Jul-31 , 2024

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US Stocks Debubble, Foreign Capital Bottom-Fishing in China

**Preface:** Recently, the Federal Reserve concluded its latest interest rate decision meeting, maintaining the federal funds rate at 5%-5.25%. Initially, this was in line with market expectations a...

Aug-19 , 2024

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USD Rate Cut Sparks US Stock Crash

If Warren Buffett tells you to sell all your U.S. stocks immediately, would you believe him? The U.S. stock market is booming, and many people have chosen not to believe him. After a significant dro...

May-09 , 2024

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Yen Strikes Dollar Again; Why Does RMB Depreciation Accelerate?

Is the Bank of Japan intervening in the yen exchange rate again? Why didn't the United States' warning work? Is Japan courting disaster or conspiring with the United States? In the past few days, t...

Jul-22 , 2024

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China's Jan-Aug Imports & Exports Up 6%: What Does It Mean?

In the current severe and complex international and domestic situation, China's foreign trade has become an important support and highlight for China's economic growth with an unexpected increase. Ho...

Jul-26 , 2024

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Pet Food Boom: Rising Home Brands & Overseas Restocking Cycle

The pet food industry, despite its late start, has a growth rate that significantly exceeds that of developed countries, and the industry is still in a blue ocean. As the industry develops and concen...

Jul-04 , 2024

Article

US Rate Cuts to Curb China's Economic Recovery

Since the second half of 2021, the Federal Reserve has embarked on a frenzied interest rate hike, directly raising the federal funds rate, which was close to zero, to a range of 5.5%, marking the fast...

Aug-18 , 2024

Article

Financial Housing, Fiscal Market Rescue, Forex Stability, Consumption for Nation

**Preface:** It appears that we are now engaged in a protracted economic battle with the traditional forces of the Western world. Since 2018, we have first experienced trade frictions with the super...

Sep-03 , 2024

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History's Top 10 WTF Moments: The CIA, A Corpse Pope, and Secrets Your Teacher Never Told You

Nov-04 , 2025

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Will "Harris Deal" Emerge in Healthcare Industry?

If Harris becomes president, "universal healthcare" will not pose a threat. As a strong presidential candidate for the Democratic Party to succeed Joe Biden, Kamala Harris supported a single-payer he...

Sep-24 , 2024

Article

US Stocks Surge & Plunge! Dollar Nears Rate Cut, Yen Soars!

On July 31st, the Federal Reserve kept interest rates unchanged, maintaining the target range for the federal funds rate at 5.25% to 5.5%, in line with market expectations. Since last September, the ...

Sep-15 , 2024

Article

Can US Stock 'Big Rotation' Continue? It Depends on 3 Factors

Interest rate cuts are just one of the factors that could potentially disrupt the "summer of small-cap stocks." The U.S. stock market under the "Great Rotation" is undergoing changes, but will this t...

Sep-13 , 2024

Article

Sustaining User Experience Edge: JD's Q2 2024 Net Profit Beats Expectations

JD.com Inc. [Nasdaq Code: JD, HKEX Code: 9618 (HKD counter) and 89618 (RMB counter)] has released its financial results for the second quarter and the first half of 2024. Based on the effective strat...

Sep-11 , 2024

Article

Post-Fed Cut: Global Economy

Against the backdrop of the European Central Bank's recent interest rate cut of 25 basis points, the Federal Reserve's interest rate meeting scheduled for this Thursday, September, is fast approaching...

Sep-04 , 2024

Article

Financial Housing, Fiscal Market Rescue, Forex Stability, Consumption for Nation

**Preface:** It appears that we are now engaged in a protracted economic battle with the traditional forces of the Western world. Since 2018, we have first experienced trade frictions with the super...

Sep-03 , 2024

Article

Unexpected Post-Rate Cut Market Reaction: Where's the Real Opportunity?

Li Lu said in his speech at Peking University in 2019, "In summary, what you invest in is certainty, and what you need to avoid is uncertainty." To this day, the value of this statement continues to ...

Sep-03 , 2024

Article

US Decline: Debt Crisis, Industrial Hollowing

**Preface:** Every now and then, discussions about whether the United States will decline and when it might happen emerge in the domestic public opinion sphere. Over an extended period, despite ups ...

Sep-02 , 2024

Article

US Stocks Debubble, Foreign Capital Bottom-Fishing in China

**Preface:** Recently, the Federal Reserve concluded its latest interest rate decision meeting, maintaining the federal funds rate at 5%-5.25%. Initially, this was in line with market expectations a...

Aug-19 , 2024

Article

US Rate Cuts to Curb China's Economic Recovery

Since the second half of 2021, the Federal Reserve has embarked on a frenzied interest rate hike, directly raising the federal funds rate, which was close to zero, to a range of 5.5%, marking the fast...

Aug-18 , 2024

Article

Increase US Debt, Reduce Mortgages, Boost Consumption

**Preface** Recently, the macroeconomic data for our country in August has been released. First, the CPI (Consumer Price Index) and PPI (Producer Price Index) both fell short of expectations compare...

Aug-12 , 2024

Article

How Does Singapore Enable Low-Income to Live in Prime Areas?

The initial mission of the Housing and Development Board (HDB) was to address the housing shortage and improve the living conditions of the public. Today, its mission is to provide affordable and qua...

Aug-01 , 2024

Article

World Investment Report: Global FDI Falls Over 10% for 2nd Consecutive Year

In 2023, foreign investment in most regions of the world experienced a slight decline. Among them, developing countries faced greater pressure in attracting foreign capital, with a 7% decrease in for...

Jul-31 , 2024

Article

U.S. Rate Cut May Trigger Global Financial Crisis

**Preface** Regarding the question of whether the Federal Reserve will cut interest rates in September and by how much, we are aware that the capital markets such as the U.S. stock market, real estat...

Jul-31 , 2024

Article

China's Jan-Aug Imports & Exports Up 6%: What Does It Mean?

In the current severe and complex international and domestic situation, China's foreign trade has become an important support and highlight for China's economic growth with an unexpected increase. Ho...

Jul-26 , 2024

Article

Price War on Big Models Hits Negative Gross Margin

The elimination of domestic large models is accelerating. This round of elimination will last for one to two years, and only a few enterprises with truly strong foundational models will be able to su...

Jul-26 , 2024

Article

Yen Strikes Dollar Again; Why Does RMB Depreciation Accelerate?

Is the Bank of Japan intervening in the yen exchange rate again? Why didn't the United States' warning work? Is Japan courting disaster or conspiring with the United States? In the past few days, t...

Jul-22 , 2024

Article

Last Week's Event: A Catalyst for Accelerated Poverty

In recent days on the Knowledge Planet, many people have asked me to talk about the impact of the Federal Reserve's interest rate cuts on domestic affairs. Especially on the internet, there is an abu...

Jul-22 , 2024

Article

Ship Industry Booms, Public Funds & Northbound Capital Keep Investing

At the end of the first half of the year, the market value and position of the public offering held in the shipbuilding sector have both set new historical records, and the same is true for the Northb...

Jul-18 , 2024

Article

Short-Selling Kweichow Moutai Not Advisable

Here is the translation of the provided text into English: If Kweichow Moutai's annual sales growth can stabilize at around 6%-7% in the coming years, then the current stock price is severely underva...

Jul-04 , 2024

Article

Pet Food Boom: Rising Home Brands & Overseas Restocking Cycle

The pet food industry, despite its late start, has a growth rate that significantly exceeds that of developed countries, and the industry is still in a blue ocean. As the industry develops and concen...

Jul-04 , 2024

Article

CNY Surges, US Stocks Plunge! Capital Turmoil Erupts.

The sudden surge in the Chinese yuan has left many people bewildered. It seems illogical; what exactly is happening? If we were to say that a massive capital upheaval is about to occur between China...

Jun-21 , 2024

Article

Seize Innovation Era, Be the Sharpest in Industry Research

"Science and technology are the primary productive forces." Looking at the history of human development, the achievements of the past century are particularly remarkable, which are inseparable from t...

Jun-16 , 2024

Article

Embrace Rural Revival, China Life Guards Good Life

In the years gone by, poverty alleviation has become a significant mission for the nation. Over the years, governments at all levels, numerous enterprises, and countless poverty alleviation cadres al...

Jun-13 , 2024

Article

U.S. Recession Sparks Global Stock Bloodbath

In recent days, global stock markets have plummeted, leaving many people bewildered. What exactly is happening? It wasn't until today, with the release of the unexpectedly poor U.S. employment data ...

Jun-09 , 2024

Article

A-Share: Huge Info! Central Bank, CSRC Speak, A-Share Rebound!

Friends, today the central bank, the China Securities Regulatory Commission (CSRC), and the Banking Regulatory Commission have released significant positive news. There is high anticipation for today...

Jun-07 , 2024

Article

Intel Crashes, Samsung Soars

Recently, the global chip market has been quite peculiar, and it has been so throughout the year. Why has the situation changed so suddenly? What major events have occurred? In fact, there haven't ...

Jun-03 , 2024

Article

A-Shares Surge: Bullish Rebound Amid Positive News, Capital Inflows

Friends, there have been too many positive developments this morning, each of which is directly related to the A-share market. The release of significant benefits before the holiday will make everyon...

Jun-02 , 2024

Article

Buffett's Sell-off Sparks US-Japan Stock Crash

The US and Japanese stock markets have plummeted, and the whole world is watching the spectacle, but few realize that a massive crisis is looming. Americans may have already realized that the thing t...

May-31 , 2024

Article

CSRC Resolves to "Cut Off Arm for Survival"!

Shocking! The China Securities Regulatory Commission (CSRC) strikes hard, what kind of baptism will the A-share market face? In this era of information explosion, every fluctuation in the capital ma...

May-29 , 2024

Article

US Stocks to Plunge 20%, Dollar Cuts 75 bps in Sep

The recent financial storm, how severe will the consequences be for the United States and Japan? Even if the U.S. dollar interest rates are cut immediately, will it still be effective? After the cha...

May-20 , 2024

Article

Japan Sells US Debt, China Buys $11.9B!

China's sudden increase in holdings of U.S. Treasury bonds has left many people confused. What's going on? Wasn't there a plan to sell off U.S. debt? The wisdom of the great power struggle is somet...

May-18 , 2024

Article

Bank of Japan Goes Wild! Yen to Rise Again

Recently, the Bank of Japan has made a strong statement about continuing to raise interest rates. What is the purpose of this persistent interest rate hike? Why do many people think this is a stab i...

May-17 , 2024

Article

Dollars Flood China, Foreign Investors Boost Bond Holdings

Recently, the US dollar is set to lower interest rates, and foreign capital is starting to act up again. Will more dollars be coming in? Is this a good or bad thing? The tough times we've had in re...

May-16 , 2024

Article

1 Trillion USD Returns to China, Yuan Rises 10%

If the US dollar cuts interest rates, will there be a trillion dollars flowing back to China? Can we completely get rid of the liquidity crisis? In the past few days, around the time when the US Nat...

May-13 , 2024

Article

USD Rate Cut Sparks US Stock Crash

If Warren Buffett tells you to sell all your U.S. stocks immediately, would you believe him? The U.S. stock market is booming, and many people have chosen not to believe him. After a significant dro...

May-09 , 2024

Article

Low Rates & Risk Aversion: Wealth Mgmt Shifts to High-Quality Growth

As the Federal Reserve significantly cuts interest rates, global capital markets continue to experience wide fluctuations. Superimposed by the trend of the global shift from old to new momentum, in a...

May-07 , 2024

Article

CNY Surges 400 Pips, USD Also Rises!

Yesterday, both the Chinese yuan and the US dollar index rose simultaneously. Why? Some consider this to be a very rare occurrence, and indeed, it is not common, but this time, it's not hard to expl...

Apr-15 , 2024

Article

RMB Soars Near 7 Yuan Mark!

The Chinese yuan is soaring, just one step away from breaking the 7 barrier? On Friday, the three major A-share indexes all rose sharply, is the golden era of yuan assets here? If the US dollar cuts...

Apr-13 , 2024

Article

Kweichow Moutai: Strengthens Market Value Management, Plans First Share Buyback

On September 20th, Kweichow Moutai announced that the company will use its own funds to repurchase and cancel shares, with a minimum of RMB 3 billion (inclusive) and a maximum of RMB 6 billion (inclus...

Apr-11 , 2024