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Amazon (AMZN.O) CEO's letter: The demand for our chips is huge, and we are very likely to sell rack-wide chips to third parties in the future.
2026-04-09
Amazon (AMZN.O) CEO's letter: The demand for our chips is huge, and we are very likely to sell rack-wide chips to third parties in the future.
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2026-04-10
Market sources say the Lebanese negotiating delegation consists of Ambassador Simon Karam and Paul Salim.
Market sources say the Lebanese negotiating delegation consists of Ambassador Simon Karam and Paul Salim.
2026-04-09
International 1. Goldman Sachs: Lowered its Q2 price forecasts for both WTI and Brent crude oil. 2. Standard Chartered: The impact of the US-Iran ceasefire agreement on energy supply may be limited. 3. Jefferies: Expects the fragile ceasefire agre
International 1. Goldman Sachs: Lowered its Q2 price forecasts for both WTI and Brent crude oil. 2. Standard Chartered: The impact of the US-Iran ceasefire agreement on energy supply may be limited. 3. Jefferies: Expects the fragile ceasefire agreement in the Middle East to be maintained. 4. EIA: US crude oil production will decline in the mid-2030s. 5. Natixis: The market remains unwilling to price in a significant Fed rate cut. 6. Pansen Macro: Despite the decline in oil prices, the future may still suffer from a large inflationary shock. 7. Daiwa Securities: The world economy may still face inflationary challenges. Domestic 1. CITIC Securities: The aftermath of the US-Iran ceasefire and its asset impact. 2. Galaxy Securities: March auto sales saw a moderate recovery; the market is entering a period of concentrated new car launches. 3. Huaxi Securities: Strong demand for power equipment; optimistic about companies with potential breakthroughs in overseas business. 4. Guotai Haitong: Still optimistic about leading yarn companies that will benefit from the earnings elasticity brought by rising US cotton prices. 5. Huatai Securities: The stability of overseas supply chains may be impacted, and the global market share of domestic fine products/new materials is expected to increase.
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