长期投资
-
Fifteen Months of Flat Rates Are Not Stillness — They Are a Signal
China’s loan prime rates held flat for a 15th consecutive month: 3.0% for one-year, 3.5% for five-year-plus. The market keeps waiting for a cut; the…
-
AI Capital Spending Is Not Peaking — It Is Compounding
The latest earnings from the leading AI chipmaker — revenue up 106% year on year, with data-center sales at 92% of the total — directly…