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Wall Street’s narrative on AI hardware is shifting from pure “computing power” to “storage capacity.” According to Chase Wind Trading Desk, on January 14, Bernstein analyst Mark Newman and his team pointed out in their latest report that the data explosion driven by AI is creating an “unprecedented super

Inference demand is exploding, the era of Agents has arrived, the AI industry structure faces transformation. Will the logic of hardware procurement undergo a major reversal? What key advantages do Intel and AMD respectively possess? 1. What happened? CPU price increases According to our discussions with industry insiders, TSMC’s

``` China’s leading hog farming company Muyuan Foods expects its net profit for the full year of 2025 to decline significantly, mainly dragged down by a sharp year-on-year drop in pig sales prices, despite the company’s achievements in controlling production costs. According to an announcement released by the company

Goldman Sachs delivered a clear signal to the market in its 2026 global forex outlook: The dominance of the US dollar is loosening, but has not collapsed. According to Chasing Wind Trading Desk, on January 10, the Goldman Sachs Kamakshya Trivedi team released a research report, stating that the core

Moutai has recently accelerated reforms in pricing, channels, and direct sales, with a clearer shift towards a market-driven pricing system. Goldman Sachs believes this signals the bottoming out of the baijiu industry, and Moutai’s pricing actions will speed up the normalization of channel prices and profits, as well as

On January 15, the official website of the China Interbank Market Dealers Association disclosed two announcements. Shanghai Pudong Development Bank Co., Ltd. and Bank of Communications Co., Ltd., respectively as conveners, issued summaries of motions for the first holders’ meetings in 2026 regarding Vanke Enterprise Co., Ltd.’s 2022 fourth