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Samsung Electronics will be the first in the world to launch large-scale mass production and shipment of HBM4 after the Lunar New Year holiday, with this new generation of high-bandwidth memory for AI chips boasting industry-leading performance. This move marks Samsung's attempt to establish dominance in the next-generation

This week, the U.S. market experienced a rare and dramatic cross-asset class volatility, driven by an unprecedented wave of large-scale short selling by hedge funds, which then turned into a brutal short squeeze on Friday. According to Goldman Sachs prime broker data, hedge funds’ single-day short selling volume of

``` As the arms race in AI infrastructure construction enters the “deep waters,” an unsettling turning point has emerged for investors: To support AI computing power demand, Amazon, Google, and Meta are facing the risk of exhausting or even overdrawing their free cash flow. According to a research report released by

February 9 - February 15 Weekly Overview of Major Financial Events, all times are Beijing Time: Core themes next week: **Macro data focuses on China-US inflation.** Due to a brief US government shutdown, the non-farm payroll release is postponed to Wednesday, February 11, alongside the CPI. If a combination of

``` After establishing a dominant position in the generative AI software field, OpenAI is now attempting to extend its influence to hardware terminals. However, the tech giant’s first consumer device is facing adjustments in the form of “spec downgrades.” Due to the global memory chip crisis causing BOM (bill of

``` The story of AI is evolving from “software eating the world” to “hardware getting stuck by the world.” In the deeply divided American political environment, there are almost no issues that can unite the far-left Senator Bernie Sanders and the far-right Governor Ron DeSantis—except for “curbing data centers.” This