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Fu Peng: Asset Differentiation amid Global Order Restructuring—Decoding the Underlying Logic and Future Trends of Productivity Games and Fiscal-Monetary Policy [Fu Peng Talks 16]

Fu Peng: Asset Differentiation amid Global Order Restructuring—Decoding the Underlying Logic and Future Trends of Productivity Games and Fiscal-Monetary Policy [Fu Peng Talks 16]

This year marks the tenth anniversary of Wallstreetcn’s annual column, “Fu Peng Speaks”! Season six of “Fu Peng Speaks” is fully upgraded, adding a new column discussion group for updates on Fu Peng’s latest market views & chart data analysis (first updates in the community) on top of

When AI starts "selling products," JPMorgan explains in detail the monetization logic behind ChatGPT's ad testing.

When AI starts "selling products," JPMorgan explains in detail the monetization logic behind ChatGPT's ad testing.

Formally bidding farewell to the era of “free lunch,” OpenAI has finally pressed the button for advertising monetization. JPMorgan believes that with ChatGPT announcing it will start testing ads in the coming weeks, this AI giant has taken a key step in shifting from reliance on a subscription-only model to

Morgan Stanley’s Top Ten Predictions for 2026: Increasing Differentiation in AI Capabilities, Tech Giants Accelerate Integration of Energy Infrastructure

Morgan Stanley’s Top Ten Predictions for 2026: Increasing Differentiation in AI Capabilities, Tech Giants Accelerate Integration of Energy Infrastructure

Recently, Stephen C Byrd, Head of Global Thematic Research at Morgan Stanley, released the 2026 market outlook, proposing ten key predictions centered on four major themes: AI technology diffusion, the future of energy, a multipolar world, and social transformation, outlining the trajectory of technology-driven market landscape changes for investors. The

AI inference is in strong demand, NAND is "more stable with a longer cycle"! JPMorgan: eSSD is the main player this round, and Kioxia is the top pick.

AI inference is in strong demand, NAND is "more stable with a longer cycle"! JPMorgan: eSSD is the main player this round, and Kioxia is the top pick.

Stop fixating on GPUs and HBM high-bandwidth memory. The AI inference wave is freeing NAND flash from its fate as a "highly cyclical commodity" and turning it into a high-growth AI infrastructure asset. According to Windchaser Trading Desk, on January 23rd, JPMorgan's Asia-Pacific tech research team

Report: Samsung began supplying HBM4 to Nvidia in February

Report: Samsung began supplying HBM4 to Nvidia in February

Samsung Electronics plans to start production of next-generation high-bandwidth memory chips HBM4 next month and supply them to Nvidia, marking a key breakthrough for Samsung in advanced storage chips and likely narrowing the gap with competitor SK Hynix. On Monday, according to Reuters citing informed sources, Samsung has passed Nvidia&

Bypassing US regulations, Binance crypto exchange restarts "US stock tokens," creating a parallel world stock market.

Bypassing US regulations, Binance crypto exchange restarts "US stock tokens," creating a parallel world stock market.

``` Major global cryptocurrency exchanges are racing to launch crypto token products that track U.S. stocks, creating a parallel equity market outside the realm of U.S. regulation. This trend allows overseas investors to bypass traditional broker restrictions when trading U.S. stocks, but also raises concerns about market manipulation

Japan’s foreign exchange chief: Closely coordinating with the US to address yen exchange rate fluctuations

Japan’s foreign exchange chief: Closely coordinating with the US to address yen exchange rate fluctuations

As the Japanese yen suddenly strengthened last Friday, sparking market speculation about a possible joint intervention in the foreign exchange market by Japanese and U.S. authorities, Japan’s Ministry of Finance’s foreign exchange chief Atsushi Mimura stated that the Japanese authorities will closely coordinate with the U.S.