November 2025

On the surface, tariffs and U.S. recession risks are diminishing, yet the S&P 500 appears to be encountering short-term resistance around the 6000 mark. Several tail risks persist: escalating Russia-Ukraine tensions, uncertainties surrounding Section 899, and the inability to pinpoint a catalyst for deleveraging beyond Trump-era tariffs. Following the strongest May performance in over three […]

Major U.S. tech stocks showed broad strength, with the “Magnificent Seven” tech giants posting gains across the board. U.S. rare earth concept stocks generally declined, with NioCorp closing down 6.50%, while Canada-listed Ucore Rare Metals surged over 13%. The China-concept index edged down 0.06% on Friday but climbed over 3% for the week. Expectations for

Apple is set to hold its Worldwide Developers Conference (WWDC) next Monday, where rational updates to software systems are expected to be announced. However, media analysis suggests the event may not alleviate concerns about Apple’s lag in artificial intelligence. The focus will be more on design and productivity enhancements for the iOS operating system, with

The US economy added 139,000 nonfarm payrolls in May, exceeding market expectations of 126,000. However, previous data for April and March were collectively revised downward by 95,000—a correction substantial enough to offset the apparent positive performance. Despite unexpected wage growth, the overall labor force contracted. The “Fed Whisperer” noted that upon closer examination, the US

Data indicates that the German DAX index constituents are projected to achieve a profit growth of 13%-15% in the second half of 2025 and throughout 2026, surpassing the S&P 500’s expected 13.5% increase. This marks the first time in recent years that German equities have led the United States in earnings expectations. The DAX index

On Friday, June 6th, A-shares experienced volatile adjustments throughout the day. The ChiNext Index closed down 0.45%. Computing power concept stocks remained active, while silver concept stocks collectively strengthened, and stablecoin concept stocks underwent corrections. In the A-share market, the Shanghai Composite Index edged up 0.04% at close, while the Shenzhen Component Index fell 0.19%.

On June 5, Biocytogen (2315.HK) announced that the core technology of its fully human antibody mouse platform, RenMab, has been granted an invention patent certificate by the Japan Patent Office. The platform utilizes Biocytogen’s proprietary large-fragment chromosome engineering technology to replace the entire variable region genes of the mouse antibody heavy and light chains in

Recently, Shanghai Lin Qingxuan Biotechnology Co., Ltd. (hereinafter referred to as “Lin Qingxuan”) submitted an IPO application to the Hong Kong Stock Exchange. Lin Qingxuan targets the high-end market, focusing on various skincare products such as facial essential oils. As a flagship product, the camellia essential oil had cumulative sales exceeding 30 million bottles by

Lululemon Athletica announced its first-quarter fiscal 2025 results on Wednesday, revealing risks from the new U.S. tariff policies and an unexpected decline in sales in the Americas market. The company lowered its full-year performance guidance, causing its stock price to drop by up to 23% in after-hours trading. Key financial data for Lululemon’s first quarter:

Circle Internet Group Inc. (CRCL), recognized as the first publicly traded stablecoin company, opened at $69 on its U.S. IPO debut—a 122% surge from its $31 issuance price. During Thursday’s session, the stock skyrocketed 235% to reach an intraday high of $103.75 before closing with a nearly 170% gain, significantly outperforming the broader market. Trading