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PE giant Apollo provides $3 billion in financing to purchase Nvidia chips for leasing to xAI.

PE giant Apollo provides $3 billion in financing to purchase Nvidia chips for leasing to xAI.

``` Apollo Global Management is extending its private credit reach into AI computing assets, providing cash flow buffers for high-capital expenditure projects like xAI through a “buy the chips, then lease them” structured financing, and opening a hardware-backed return pathway for investors. According to The Information citing sources, Apollo is close

Musk's "exclusive" investment banker "in position," preparing for the world's largest IPO

Musk's "exclusive" investment banker "in position," preparing for the world's largest IPO

According to a Wall Street Journal report on Monday, Morgan Stanley’s veteran investment banker Michael Grimes announced this week his return to Wall Street, where he will lead SpaceX’s initial public offering as Chairman of Investment Banking—a deal that may become the largest IPO in history. Grimes,

Another Wall Street investment bank lowers its rating for China’s software industry: AI disruption, valuation overhaul!

Another Wall Street investment bank lowers its rating for China’s software industry: AI disruption, valuation overhaul!

In the past decade, the most captivating narrative in the capital markets for the software industry has been "SaaS-ization"—as long as subscription revenue grows, current losses are not only tolerated, but even seen as a necessary cost for grabbing market share. The market has paid a hefty

Annual sales of 400 million units! In the "Post-Labubu era," can Pop Mart's high growth continue?

Annual sales of 400 million units! In the "Post-Labubu era," can Pop Mart's high growth continue?

``` Pop Mart’s announcement on February 9 shows that in 2025, the company’s global sales of all IPs and all product categories will exceed 400 million units, among which THE MONSTERS’ total global sales will exceed 100 million units. In 2025, Pop Mart underwent a typical “single super IP

Asian stock markets rose across the board; Japanese stocks hit new highs again under "high market trading," gold and silver declined, the US dollar stabilized, and the renminbi strengthened.

Asian stock markets rose across the board; Japanese stocks hit new highs again under "high market trading," gold and silver declined, the US dollar stabilized, and the renminbi strengthened.

On Tuesday, February 10, Asian stock markets continued their strong momentum, with the Japanese market emerging as the leader. Over the past weekend, Japanese Prime Minister Sanae Takaichi won the election, and this political certainty has evidently boosted investor confidence, pushing Japan’s benchmark stock index sharply higher. On Tuesday,

A-shares fluctuated upwards, AI applications continue to surge, the photovoltaic industry chain is adjusting, the Hang Seng Tech Index rose nearly 2%, and tech stocks rebounded across the board.

A-shares fluctuated upwards, AI applications continue to surge, the photovoltaic industry chain is adjusting, the Hang Seng Tech Index rose nearly 2%, and tech stocks rebounded across the board.

``` AI application concept stocks continue to rise. Previously, ByteDance’s Seedance2.0 video model entered internal testing. The Xiaoyunque app allows users to try Seedance2.0 (limit of 3 free uses). Seedance2.0fast will be launched soon. On February 10, A-shares oscillated higher, with all three major stock indices making

Silicon Valley "Fried Chicken Talks": SK Hynix Chairman Holds Secret Meeting with Jensen Huang, Secures 55% HBM4 Market Share and Begins AI Infrastructure Collaboration

Silicon Valley "Fried Chicken Talks": SK Hynix Chairman Holds Secret Meeting with Jensen Huang, Secures 55% HBM4 Market Share and Begins AI Infrastructure Collaboration

In a fried chicken shop in Silicon Valley, there may not be exquisite tableware, but there are hundreds of billions of dollars' worth of business being served. According to Korean media reports, on February 5 local time, SK Group Chairman Chey Tae-won, who is visiting the U.S., and