The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
Track the entire lifecycle of the main Sector.
Can a new round of Steel supply-side reform be fully initiated?
East China Futures believes that, considering the current state of the industry, the uncertainty of hedging external demand, and the achievement of the energy consumption targets set in the 14th Five-Year Plan, the discussion on this round of Supply-side Reform 2.0 is not without basis. Once the policy is implemented, the most direct impact will be a temporary expansion of industry profits, but the extent of this expansion may be lower than in the previous round of policies, expected to be between 300 to 400 yuan per ton.
Are Chinese Assets rising spectacularly? Goldman Sachs: There are still many Chinese Concepts that have not followed the upward trend.
Goldman Sachs stated that among the Assets related to China, other than Technology stocks and Copper, Other Assets表现 relatively calmly. The market may have underestimated the sensitivity of these Assets to the recovery of the Chinese economy. In terms of Capital Trend, some 'smart money' has already started to act, but the overall flow of capital has not fully kept up, indicating a disconnect between market sentiment and actual actions.
Not afraid of pressure from Trump? Traders expect OPEC+ to delay the production increase plan for April again.
Despite Trump pressuring for a price cut, traders generally expect that due to a potential oversupply in the Global market, OPEC+ will postpone the planned monthly production increase set to start in April by one to three months. This is the fourth time since 2022 that OPEC+ has delayed plans to restore oil production.
The LPR Quote for February is out! The one-year and five-year rates remain unchanged.
The 1-year LPR is 3.1%, and the 5-year LPR is 3.6%, both unchanged from the previous values.
Wall Street is "looking ahead": China's Assets have shifted from "tradable" to "investable".
According to Bank of America, DeepSeek may become an important turning point similar to Alibaba's IPO in 2014, prompting global investors to reassess the value of Chinese Assets, likely stimulating a cluster effect of XINJINGJI enterprises, forming widespread optimism for economic growth, employment, and income, thereby attracting global long-term capital back to the Chinese market.
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