Goldman Sachs US Stocks Not in Bubble but Risks Grow

Goldman Sachs US Stocks Not in Bubble but Risks Grow

Goldman Sachs reports that while the US stock market isn't in a bubble, risks are increasing. Tech stocks are highly valued, but fundamentals are solid, with AI-driven growth concentrated in leading companies. The report advises investors to maintain diversified portfolios, be wary of excessive market optimism, and pay attention to macroeconomic conditions and policy changes. A cautiously optimistic approach, focusing on steady progress, is recommended.

02/04/2026 Exchange Rate Query
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Supply Chain Tech Investments Struggle to Deliver Transformation

Supply Chain Tech Investments Struggle to Deliver Transformation

A DHL report reveals that despite significant investments in supply chain technology, many companies are not seeing substantial returns. This is largely due to insufficient integration of technology with business processes, data silos, talent shortages, and a lack of strategic planning. To realize the value of technology investments and reshape the future of the supply chain, companies should develop a clear digital transformation strategy, break down data barriers, strengthen talent development, choose appropriate partners, and continuously improve their approach.

02/04/2026 Logistics Industry Insights
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The Asset-laden Dilemma of Cross-border E-commerce Logistics and Future Development Challenges

The Asset-laden Dilemma of Cross-border E-commerce Logistics and Future Development Challenges

Cross-border e-commerce logistics face challenges due to the influence of the fully managed model, particularly a shortage of air transport capacity. While e-commerce platforms aim for light asset operations, logistics providers must undertake heavy asset investments. In the future, the industry needs to coordinate resources from all parties to achieve sustainable development.

07/23/2025 Logistics
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