Market Review: Domestic recovery is weakening, the room for U.S. interest rate rises is not large, and AI is the biggest structural...

Market Review: Domestic recovery is weakening, the room for U.S. interest rate rises is not large, and AI is the biggest structural...

Market Review: Domestic gradual recovery, regional financial risk and inflation decline slowly putting the Fed in a dilemma, AI is the...

We firmly believe that AI has a huge and far-reaching impact on this era, so it is necessary for us to conduct in-depth research and...

Since the open access of ChatGPT, the development of the AI field has been rapidly evolving, and the release of GPT-4 has further...

Market Review: Domestic economic recovery is weaker than expected, and overseas inflation decline is slower than expected The domestic...

ChatGPT has been hot for a long time, and we have done some research to understand its investment opportunities. We share our findings...

Market Review: Domestic recovery is weaker than expected, overseas tightening likely coming to an end, and AI is the biggest structural...

Market review: Overseas inflation fell as expected, the Federal Reserve’s interest rate hike slowed down as expected, and domestic...

2022 Summary and Random Thoughts Don't overestimate your ability to predict the future. Looking back at the outlook for 2022 at the...

Market review In the domestic market, it was previously mentioned that only the policies in macro leverage and adjustments in epidemic...

Market review In the domestic market, the epidemic occurred frequently in various places in October, which continued to cause some...

Market review The performance of the domestic market is generally in line with expectations. Under the guideline of ‘anti-epidemic first...

Continuing from the four previous articles on "Some Thoughts on Inflation," "Some Thoughts on Interest Rates," "Some Thoughts on Exchange...

Following the previous three articles "Some thoughts on inflation issues", "Some thoughts on interest rate issues", and "Some thoughts on...

Continuing from the previous two articles "Thoughts on Inflation Issues" and "Thoughts on Interest Rate Issues", we have also done some...

Following our previous article "Some Thoughts on the Inflation Problem," we have attempted to research and reflect on another...

Recently, the issue of inflation has been a core concern for global investors. While we are not macroeconomists, our investment approach...

Market review Overseas: Fundamentals are the core driver of future stock prices: the Fed continues to tighten and consolidate the...

In the previous article (Advanced Process Semiconductor Demand Estimation), we calculated the demand for advanced process semiconductors...