Summary
Bachelor's degrees in Engineering and Management, 5 years of experience as a financial editor, previously worked at mainstream financial institutions, focusing on real-time financial news and in-depth analysis, covering global stock market tracking, macroeconomic analysis, and in-depth research on commodities and foreign exchange markets.
Areas of Expertise
Macroeconomic Research: Focuses on the policy trends of the Federal Reserve and the European Central Bank, skilled at analyzing officials' speeches and economic data to extract key logic. Market Analysis: Proficient in organically combining macro frameworks with market hotspots, providing interpretations that are both in-depth and timely. Real-time Monitoring and Analysis: Specialized in real-time monitoring and in-depth analysis of key information of listed companies, covering major events such
Experience
Trading Key | Financial Editor 2025 - Present
ZhiTong Finance | Financial Editor 2021 – 2025
JRJ.com | Financial Editor 2020 – 2021
Total 586 articles
Former AMD Executive Patrick Moorhead Says Nvidia Is Copying Intel’s Past Strategy to Suppress AMD
TradingKey - On August 11, Eastern Time, Patrick Moorhead, a former AMD (AMD) executive and founder and chief analyst of Moor Insights & Strategy, recalled on social media that whenever AMD made technological progress, Intel (INTC) would expand its own product lineup. Having personally experienced the long-term competition between the two companies, he now believes that the same strategy is replaying in the AI field, except that the main protagonist has shifted to Nvidia (NVDA).
Wed, Aug 12
South Korean Memory Duo Surges Over 8% as Temasek Seeks Direct Stakes in Samsung, SK Hynix
TradingKey - According to a report by South Korea's *Asia Business Daily* on August 12, Singapore's sovereign wealth fund Temasek recently decided to invest in Samsung Electronics and SK Hynix (SKHY) and has engaged with relevant South Korean government authorities to discuss the specific timing for executing the investment. This investment will be directly executed by Temasek's internal team rather than delegated to external asset management firms.
Wed, Aug 12
Samsung Electronics, SK Hynix Both Jump Over 7% as AI Computing Demand and Expansion Expectations Ignite Memory Sector
TradingKey - During the Asian trading session on August 12, the Korea Composite Stock Price Index (KOSPI) trended higher, with both Samsung Electronics and SK Hynix surging to become the primary drivers pushing the index upward. As of press time, the KOSPI index rose 4.8%, while Samsung Electronics and SK Hynix both gained over 7%, as the two memory chip giants rallied in tandem.
Wed, Aug 12
Super Micro Computer Q4 Revenue of $11.1 Billion Slightly Misses Estimates, Yet Stock Jumps Over 7% After Hours: How Did SMCI Restore Market Confidence?
TradingKey - After the market close on August 11, Eastern Time, AI server manufacturer Super Micro Computer (SMCI) released its fourth-quarter earnings report. Quarterly revenue came in at $11.12 billion, slightly missing analyst expectations of $11.55 billion. Despite this, the stock surged over 10% at one point in after-hours trading and closed up 7.56%. As of press time, the stock was still up 7.75% in overnight trading, standing at $34.05.
Wed, Aug 12
Today’s Market Recap：U.S. Stocks End Lower，SpaceX Falls Nearly 4%，SK Hynix Gains Over 4% to Lead Memory Sector
TradingKey - On August 11, Eastern Time, all three major U.S. stock indices closed lower, while memory stocks bucked the trend and rose. At the close, the Dow Jones Industrial Average fell 0.34% to 53,791.85 points; the Nasdaq Composite Index fell 0.60% to 26,445.45 points; the S&P 500 fell 0.32% to
Wed, Aug 12
Bernstein Raises TSMC Target Price by Nearly 19%, Sees CPUs Replacing GPUs as Main Growth Driver
TradingKey - On August 11 Asia-Pacific time, Wall Street investment bank Bernstein released a research report raising TSMC's price target from NT$2,780 to NT$3,300 (equivalent to $102.4), citing that central processing units are expected to become the next growth driver for the global foundry leader.
Tue, Aug 11
Anthropic Signs Another $9.1 Billion Compute Deal as Bitcoin Miner Riot Pivots to AI Data Centers, Sending Shares Up 25% After Hours
TradingKey — On August 10, Eastern Time, Bloomberg reported, citing people familiar with the matter, that AI large model company Anthropic has reached a $9.1 billion, 20-year cloud computing agreement with Bitcoin miner Riot Platforms (RIOT). Following the announcement, Riot's stock price surged over 25% in after-hours trading. As of press time, Riot was up 21.29% in overnight trading.
Tue, Aug 11
Vietnam’s VinSpace Signs SpaceX to Launch First Self-Developed Satellite in 2027
TradingKey - On August 11, Asia-Pacific time, Vietnamese commercial aerospace company VinSpace signed a satellite launch contract with SpaceX (SPCX), planning to launch its first self-developed satellite into orbit via SpaceX’s Transporter rideshare program in the second quarter of 2027.
Tue, Aug 11
OpenAI Completes $7 Billion Share Buyback, Prepares for IPO at $852 Billion Valuation
TradingKey - On August 10, Eastern Time, according to CNBC, OpenAI completed a share buyback totaling approximately $7 billion using its own capital, allowing current and former employees to sell their holdings at a valuation of $852 billion. This approach differs from previous rounds, which were conducted through subscriptions by external investors.
Tue, Aug 11
SK Hynix Affiliate Becomes Kioxia’s Largest Shareholder as Toshiba Cuts Stake to 14.12%
TradingKey - On August 10, Asia-Pacific time, Japanese storage giant Kioxia issued a statement announcing that as of August 3, its former parent company Toshiba had reduced its stake from 14.48% to approximately 14.12%. This reduction resulted in Bain Capital's investment vehicle, BCPE Pangea Cayman2, becoming Kioxia's largest shareholder with a 14.19% stake.
Tue, Aug 11
Today’s Market Recap: S&P, Dow Snap Winning Streak，Nvidia Drops 3%, Intel Plunges 4%, Coherent Crashes 10%
Tradingkey - On August 10, Eastern Time, tech stocks weighed on U.S. markets, causing both the S&P 500 and the Dow Jones Industrial Average to decline
Tue, Aug 11
‘Big Short’ Michael Burry Says Berkshire Has Lost Appeal in Post-Buffett Era
TradingKey - On August 9, Eastern Time, renowned "Big Short" investor Michael Burry turned his attention to Berkshire Hathaway (BRK.a) (BRK.b). He publicly stated on Substack that he no longer considers Berkshire an attractive investment, bluntly remarking that successor Greg Abel lacks Buffett's patience.
Mon, Aug 10
Musk Says AI Traffic Surpassing Humans Is Beyond Doubt, but Burry Shorts Nvidia, Tesla and Other AI Stocks
TradingKey - On August 9, Eastern Time, Elon Musk endorsed a forecast by network infrastructure giant Cloudflare (NET) on social media platform X. According to the forecast data, internet traffic generated by AI bots will surpass that of humans for the first time in May 2026, 18 full months ahead of the original projection of late 2027.
Mon, Aug 10
TSMC Partners With Sony on $6.3 Billion Kumamoto Plant for Physical AI Sensors
TradingKey - According to a Nikkei report on August 10, Sony Group (SONY) and TSMC (TSM) plan to invest in an image sensor joint venture project in Kumamoto Prefecture, Japan. The total investment is approximately 1 trillion yen (about $6.3 billion), with mass production of next-generation sensors expected to begin as early as 2029.
Mon, Aug 10
TradingKey Wall Street Weekly Report：Brent Crude Pulls Back to $84, Palantir and AMD Earnings Validate AI Demand, Dow Hits Record High as Markets Await CPI Data
TradingKey - The macroeconomic landscape for the week of August 3 to August 9, 2026, was defined by a notable easing of geopolitical tensions in the Middle East, specifically involving diplomatic efforts to ensure maritime safety in the Strait of Hormuz.
Mon, Aug 10
What You Need to Know About Storage Giant Kioxia’s Over $5 Billion Buyback Plan
TradingKey - Following the market close in Tokyo on July 31, Japanese NAND flash giant Kioxia announced a stock buyback plan of up to 800 billion yen (approximately $5.15 billion) concurrently with the release of its first-quarter earnings for fiscal year 2026. The company intends to repurchase up to 30 million shares, representing 5.5% of its outstanding shares.
Sat, Aug 8
Marvell Stock Price Forecast: FMS Product Launch Ignites Rally; Can MRVL Return to $300?
TradingKey - Shares of AI custom chip giant Marvell Technology (MRVL) continued to trend lower after touching approximately $290 in early July. On July 29, the price dipped into the $160 range before rebounding to close the month near $188.
Fri, Aug 7
SK Hynix to Pay $0.26 Quarterly Dividend, to Announce Shareholder Return Plan in Q3
TradingKey - On August 7 (Asia time), SK Hynix announced that it will distribute a cash dividend to common shareholders as part of its regular quarterly dividend. The dividend is set at 375 KRW (approximately $0.26) per share, with a record date of August 31. The dividend will be paid within one month of the record date.
Fri, Aug 7
Morgan Stanley Bear Shawn Kim Turns Bullish as Memory Market Correction Nears End; SK Hynix EPS Raised 13%
TradingKey - On August 7, Asia-Pacific time, Morgan Stanley (MS) analyst Shawn Kim, once regarded as the "spokesperson for short sellers" in the South Korean market, turned bullish on SK Hynix (SKHY) and Samsung Electronics in his latest memory industry research report.
Fri, Aug 7
Memory Giant SK Hynix Becomes Major South Korea Bond Buyer With $28 Billion in Annual Purchases
TradingKey - During Asian trading hours on August 7, Bloomberg reported that SK Hynix (SKHY) is investing the windfall from its chip business into the South Korean corporate bond market.
Fri, Aug 7