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JPMorgan trading desk: The "sell first, ask later" wave of AI-driven selling in the US stock market is about to end; it's time to bottom-fish software stocks.

JPMorgan trading desk: The "sell first, ask later" wave of AI-driven selling in the US stock market is about to end; it's time to bottom-fish software stocks.

``` In recent weeks, the core trading logic of the US stock market has been simplified into a suffocating narrative—“AI Replacement Risk”. This extreme fear of being “eliminated by AI” has triggered violent turbulence in the financial and industrial sectors, causing money to flood into semiconductors, while indiscriminately selling off

Humanoid Robots Sprinting Toward 2026: Who Will Pay for the Feast?

Humanoid Robots Sprinting Toward 2026: Who Will Pay for the Feast?

``` Author | Huang Yu Editor | Song He When the stage lights went down for the 2026 Year of the Horse Spring Festival Gala, this event—dubbed by netizens as “the most hardcore Gala ever”—closed with four domestic robot companies, Magic Atom, Galaxy General, Unitree Robotics, and Songyan Power, collectively stepping

Publicly disagreeing with Waller? Several Federal Reserve officials say: AI-driven productivity gains may mean a "higher neutral interest rate."

Publicly disagreeing with Waller? Several Federal Reserve officials say: AI-driven productivity gains may mean a "higher neutral interest rate."

Several Federal Reserve officials have recently stated that the productivity growth brought by artificial intelligence may mean higher interest rates, a view that stands in stark contrast to the Trump administration and its Fed chair nominee, Waller. Fed board member Michael Barr said in a speech in New York on

Duan Yongping tests "AI trading": "heavily increases" Nvidia, "newly enters" CoreWeave, Credo, and Tempus, "slashes" Apple.

Duan Yongping tests "AI trading": "heavily increases" Nvidia, "newly enters" CoreWeave, Credo, and Tempus, "slashes" Apple.

``` While significantly reducing holdings in his top stock, Apple, renowned investor Duan Yongping boosted his position in Nvidia by more than 11 times in Q4, and also took light positions to “test the waters” in three highly representative AI vertical companies. Data shows that Duan Yongping increased holdings in six

SanDisk launches $3.08 billion secondary stock offering.

SanDisk launches $3.08 billion secondary stock offering.

``` On February 17, SanDisk announced the launch of a large-scale secondary market stock offering, involving an amount as high as $3.08 billion. This secondary public offering by SanDisk amounts to $3.08 billion and is in the form of common stock. A secondary offering means that the shares are

Hillhouse continues to heavily invest in Chinese concept stocks; HHLR increased holdings in Alibaba and Pinduoduo in the fourth quarter, and reduced holdings in NetEase and Baidu.

Hillhouse continues to heavily invest in Chinese concept stocks; HHLR increased holdings in Alibaba and Pinduoduo in the fourth quarter, and reduced holdings in NetEase and Baidu.

``` The 13F report shows that Hillhouse HHLR Advisors Ltd. increased its holdings in Alibaba, Pinduoduo, iShares Bitcoin, and TSMC in the fourth quarter. It reduced its holdings in NetEase, Bright Schol, Futu Holdings, Baidu, Manbang, Webull, etc. Major holdings include Pinduoduo, Alibaba, Futu Holdings, and others. More updates coming soon

Buffett's "final masterpiece": Sold more Apple in Q4, reduced holdings in Bank of America and Amazon, first-time investment in The New York Times.

Buffett's "final masterpiece": Sold more Apple in Q4, reduced holdings in Bank of America and Amazon, first-time investment in The New York Times.

``` Berkshire Hathaway continued to adjust its holdings of tech giants in the last quarter before "stock god" Buffett stepped down as CEO, reducing several heavyweight stocks and, for the first time, establishing a position in traditional media company New York Times. After the US stock market closed on