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"Post-settlement pricing," "ultra-short-term contracts"! The "three storage giants" are signing "unprecedented" supply contracts

"Post-settlement pricing," "ultra-short-term contracts"! The "three storage giants" are signing "unprecedented" supply contracts

Samsung Electronics, SK Hynix, and Micron Technology—the major memory chip giants—have begun implementing an unprecedented contract framework: **shifting from traditional long-term fixed price agreements to short-term, even monthly contracts, and introducing a "price retrospective settlement" mechanism.** Market leverage has clearly tilted in favor of suppliers. According

Goldman Sachs interprets this week's market focus: "The AI-SaaS debate"

Goldman Sachs interprets this week's market focus: "The AI-SaaS debate"

``` Goldman Sachs Technology Research Team points out that the core challenges currently facing software stocks are centered around the new competitive landscape at the application software layer, as well as concerns about the return on capital expenditures for infrastructure companies. WallstreetCN mentioned that a routine occurrence from Anthropic severely hit

"PJM, the largest electric grid in the United States: The country faces significant power shortages over the next decade, with a shortfall of up to 60 GW."

"PJM, the largest electric grid in the United States: The country faces significant power shortages over the next decade, with a shortfall of up to 60 GW."

PJM Interconnection, the largest electric grid operator in the US, has warned that in the next decade the grid could face a power supply gap of up to 60 gigawatts, equivalent to the output of about 60 large nuclear reactors. This projected shortfall is far greater than the 6.5

Choose a Federal Reserve chair who is "willing to cut interest rates"—U.S. presidents in history have always found it "hard to get their wish"!

Choose a Federal Reserve chair who is "willing to cut interest rates"—U.S. presidents in history have always found it "hard to get their wish"!

President Trump has nominated Kevin Warsh to serve as Chair of the Federal Reserve, aiming to push for lower interest rate policies. However, historical experience shows that **presidents’ attempts to have the Fed chair comply with their wishes often fail.** The experiences of the last three presidents present three typical

Investors are scrambling to increase their stakes! Anthropic’s new round of financing is expected to double, with its valuation reaching $350 billion!

Investors are scrambling to increase their stakes! Anthropic’s new round of financing is expected to double, with its valuation reaching $350 billion!

AI startup Anthropic is entering the final stages of a new large-scale funding round, expected to surpass $20 billion, with the deal possibly closing as soon as next week. This OpenAI rival initially planned to raise around $10 billion, but due to investor demand far exceeding expectations, the final amount

"Oil in, gold out" -- the new "choice" for hedge funds

"Oil in, gold out" -- the new "choice" for hedge funds

``` While hedge funds are increasing their holdings in crude oil, they are substantially cutting their long positions in gold. According to Wallstreetcn, in the week ending February 3rd, fund managers raised net long positions in Brent crude oil to nearly a ten-month high. During the same period, net long positions

Jinglin Asset reduced its holdings in Nvidia in the fourth quarter, and heavily invested in Google, Meta, and Pinduoduo.

Jinglin Asset reduced its holdings in Nvidia in the fourth quarter, and heavily invested in Google, Meta, and Pinduoduo.

``` According to Jinglin Asset’s 13F disclosure documents, Jinglin Asset Management Hong Kong Limited increased its holdings of Google’s parent company Alphabet (Google A) by 929,680 shares in the fourth quarter, increased Intel by 694,360 shares, increased Pinduoduo by 611,310 shares, and also increased Broadcom and