All Articles
China's Deep-Sea Offshore Wind Boom: Policy Dividends & Tech Breakthroughs Open New Energy Gold Rush
On July 28, 2026, the IEA reported global renewable energy investment will exceed $2 trillion. China's offshore wind capacity hit a record high, makin...
World's Largest Offshore Wind Power Project North Sea Grid Connection: A Milestone for Europe's Energy Transition
On July 28, 2026, the world's largest offshore wind power project, the North Sea Wind Cluster, achieved full-capacity grid connection, with a total in...
Hydrogen Boom: World's Largest Green H2 Project Launches in Saudi Arabia, Opening New Energy Dividend Track
On July 28, 2026, Saudi Arabia launched the world's largest green hydrogen project with 1.5M tons annual capacity, expected to cut cost to below $2/kg...
Global coal demand fell 4.2% in Q2 2026, with China contributing the bulk of the decline
Global coal consumption fell 4.2% YoY in Q2 2026, mainly due to slower growth in China's coal power capacity and substitution by renewables. The IEA p...
Energy dividend period accelerates: Renewable capacity surpasses 1.5B kW, storage industry booms
H1 2026 renewable energy report shows China's renewable capacity exceeds 1.5B kW, wind+solar power share >20%, storage industry up 150% YoY. Energy di...
Inflation unexpectedly cools, altering Fed's path
US July CPI fell to 3.2% year-on-year, core CPI to 4.7%, both below expectations, causing market bets on Fed September rate hike to plunge to 15%. Thi...
Warsh Debut: Dot Plot May Fade, Rate Hike Signals Emerge
Ahead of Fed Chair Warsh's debut, markets focus on whether the dot plot fades, forward guidance weakens, and rate hike signals gradually emerge. Infla...
Japan government bond yields hit 28-year high: GPIF pivot and rate hike cycle reshape market landscape
In April 2025, the 10-year Japanese government bond yield rose to 2.88%, a 28-year high, marking the end of the low-rate era. GPIF may significantly i...
US June nonfarm payrolls far miss expectations, labor market weakness signals
In June 2025, US nonfarm payrolls rose by only 57,000, far below expectations, while the unemployment rate edged down to 4.2%. The data contradiction ...
Gold accumulation and monetary easing: dual-wheel drive strategy
China has increased gold reserves for 20 consecutive months while implementing moderately loose monetary policy. This dual-wheel drive macro strategy ...
Will Money Disappear Within 10 Years? Musk's Shocking Prediction You Need to Know Now
At the 2025 U.S.-Saudi Investment Forum, Musk predicted that the monetary system could collapse in 10–20 years, with Tesla Optimus mass production in ...
NVIDIA Opens a New Battlefield: The AI PC War Has Officially Begun—Which Tech Stocks Could Double Next?
NVIDIA's RTX Spark kicks off the AI PC war, reshaping personal-computer standards. We break down opportunities across NVIDIA, Microsoft, PC OEMs, and ...
Walmart drone delivery tops 1 million orders; stock rises over 2% premarket
Walmart (WMT.US) rose over 2% premarket after announcing its drone delivery service has completed 1 million deliveries. Through Wing and Zipline, it o...
NVIDIA too expensive? AI money is rotating—photonics may be the next stop
NVIDIA's valuation is high, and AI money is beginning to rotate. We deeply unpack the transmission bottleneck in AI data-center GPU clusters, and anal...
SpaceX is about to sprint toward an IPO; what may really be worth money isn't the rocket, but the three cards behind Musk
SpaceX is set to launch the largest IPO in history this month, with a total valuation of about $1.8 trillion. We break down the company's major busine...