Qiaoshui's position adjustment in the first quarter was driven by triple macro logic.

After the registration was opened, user feedback showed obvious "fault phenomenon."

The Trump administration's permanent tax cuts, deregulation, and trade negotiations will restore the golden age of "non-inflationary growth" during its first term.

The capital flow of the global technology industry has never been so highly concentrated on the same track-artificial intelligence.

The core contradiction of the imbalance between supply and demand lies in the structural expansion of the supply side.

Risk aversion has cooled, and large asset classes seem to have reached a crossroads.

Microsoft and Amazon have slowed down AI infrastructure one after another. Does it indicate that the war against AI burning money is over?

Currently, AI development is in a critical period of transition from "model innovation" to "scale application." As a "computing power arms dealer", Nvidia has both certainty and flexibility.

Net income surged 24% year-on-year to $2.9 billion, and earnings per share were $6.61, significantly higher than analysts 'expectations of $5.68.

According to congressional disclosures, she made a total of 21 stock purchase transactions between April 8 and 9.

Bank of America analyzed that semiconductors, as a core area that accounts for 50% of the total global chip demand, discussions on its terminal market structure will directly affect corporate strategies and capital flows.

Market panic has created the best window for credit investors in nearly five years.

The P/E ratio of Bawang Tea Ji's IPO is about 15 times, which is significantly lower than 32 times for Mixue Ice City and 25 times for Guming, leaving a lot of water level for the market.

Bawang Tea Ji has a P/E ratio of about 15 times. In contrast, Mixue Ice City's current P/E ratio of 32 times and Gu Ming's P/E ratio of 25 times.

Wall Street has witnessed perhaps the most dramatic reversal of forecasts in history.

Josh Schiffrin's shift from bearish on risky assets to recommending opening positions in batches has attracted widespread market attention.

Financial markets plunged & the big stick of tariffs fell, and markets refused to sit still.

The White House announced a 10% benchmark tariff increase on all trading partners and differentiated tax rates on 34 major economies.

The world's top billionaires have ushered in a major reshuffle.

Although Lei Jun emphasized "answering with actions" on Weibo, it is in sharp contrast to the expected 72 hours of crisis public relations gold.

The duration of the policy may far exceed market expectations, and the White House's tolerance for stock market corrections has increased significantly.

This strategic adjustment from "chasing superstars" to "cultivating potential" is highly consistent with Doo Financial's dynamic asset allocation concept.

This "open source is getting customers" model may restructure the value allocation logic of the AI tool chain.

Historical experience shows that the policy tussle between the White House and the central bank often exacerbates market uncertainty.