On February 25, the Financial Times revealed that the yield rate of AI chips developed and produced by Chinese company Huawei has increased from 20% last year to 40%, marking a significant turnaround toward profitability, with plans to push for a breakthrough of 60%, nearing the levels of TSMC. Meanwhile, the latest version of Huawei's AI chip, the Ascend 910C, is set for mass production...

Some trades became unusually crowded around the time Trump took office. Deutsche Bank believes that several major trades, which can be considered the "Wall Street consensus," ended up having opposite results compared to the market trends during his first term, and a similar pattern might emerge in Trump's second term.
● A strong dollar was Wall Street's most popular trade consensus
A strong dollar might be the most agreed-upon trade o...

The minutes from the Federal Reserve's November meeting have been released, and the upcoming PCE price index and GDP data are expected to provide the latest clues regarding the Fed's interest rate outlook.
According to the Federal Reserve's latest release of the November FOMC Minutes, Federal Reserve official expressed a tendencyfor "gradual" interest rate cuts in the future, with a possibility of pausing. Fed offici...

On November 13, the U.S. Bureau of Labor Statistics will release CPI data for October at 8:30 a.m. ET.
Economists expect the overall CPI to rise by 2.6% in October, up from 2.4% in the previous month. Excluding food and energy, the core CPI is anticipated to record a third consecutive monthly increase of 0.3%, maintaining a year-over-year rise of 3.3%—approximately one percentage point above its pace before the pandem...

Although people often focus on the presidential election, congressional elections are also a focal point of contention between the Democratic and Republican parties. U.S. presidential election is held only every four years, while elections for Congress occur every two years—with all 438 seats in the House of Representatives and one-third of the 100 Senate seats up for grabs. On Election Day, ...

U.S. Treasury yields saw their largest weekly increase in weeks, with the 10-year U.S. Treasury yield rising to 4.2% as the market adjusted its expectations for Federal Reserve rate cuts and assessed the possibility of a soft landing for the U.S. economy.
In an interview last Wednesday, Stanley Druckenmiller, a former colleague of George Soros and now Chairman and CEO of a family office, stated ...

ASML Holding will release its earnings on October 16th. Analysts expect ASML's revenue to grow by 7.31% and EPS to increase by 1.08% year-over-year, reversing the decline in EPS seen in the previous two quarters. Bloomberg analyst Masahiro Wakasugi said that ASML might meet analyst estimates for 3Q sales and operating profit as services sales were probably up versus a year earlier. He m...