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Analyst: Apple's first foldable phone priced at $2,399

Analyst: Apple's first foldable phone priced at $2,399

``` According to media reports on Tuesday, Fubon Research analysts predict that the price of Apple’s first foldable-screen iPhone will reach $2,399, placing it at the high end of market expectations. Although global demand for smartphones continues to decline, foldable devices—particularly Apple’s entry into the market—are

"E-commerce Agent"—AI applications with enormous commercial potential are beginning to "emerge."

"E-commerce Agent"—AI applications with enormous commercial potential are beginning to "emerge."

The narrative logic of AI is undergoing a dramatic shift from pure “conversation” towards “action”—namely, emptying the user’s wallet. From Alibaba’s launch of the “Qianwen App” to OpenAI’s shopping search, tech giants are vying for the next era’s traffic gateway through “e-commerce Agents” (AI as

Tech giants are issuing bonds like crazy—Is OpenAI next?

Tech giants are issuing bonds like crazy—Is OpenAI next?

The AI arms race is pushing capital consumption to the extreme, and even industry leader OpenAI is facing staggering financial pressure. According to Wind Chaser Trading Desk, HSBC's latest research report on November 24 reveals that after signing astronomical computing power contracts with Microsoft and Amazon, OpenAI will

Admitting that energy storage demand has exceeded expectations, Goldman Sachs still remains "bearish on lithium prices in the medium term."

Admitting that energy storage demand has exceeded expectations, Goldman Sachs still remains "bearish on lithium prices in the medium term."

Goldman Sachs believes that explosive growth in energy storage demand is rewriting the short-term supply and demand structure of the lithium market, with the degree of tightness in the short term exceeding expectations, but the medium-term oversupply pattern remains unchanged. According to Chasing Wind Trading Desk, Goldman Sachs admitted an

For the market, is a "dovish pause" by the Fed in December better than a "hawkish rate cut"?

For the market, is a "dovish pause" by the Fed in December better than a "hawkish rate cut"?

``` Recent intensive statements from Federal Reserve officials have boosted expectations of a rate cut, and Bank of America believes that facing severe internal divisions, a "dovish pause" would be wiser. Following New York Fed President Williams’ dovish signal, Fed Governor Waller explicitly stated his support for a December

US AI Data Center "Narrative Shift": From the Excitement of "Big Deals" to the "Blame Game" of Ongoing Delays

US AI Data Center "Narrative Shift": From the Excitement of "Big Deals" to the "Blame Game" of Ongoing Delays

Market sentiment in the US artificial intelligence data center sector is undergoing a dramatic reversal. As unprecedented server cluster construction encounters real-world obstacles, the previous excitement fueled by gigawatt-level (GW) large-scale transactions and record contracts is fading, replaced by frequent project delays and ensuing blame-shifting. In this race for computing

"Fivefold Impact" Strikes Together! The logic behind this round of Bitcoin's plunge is completely different from the past.

"Fivefold Impact" Strikes Together! The logic behind this round of Bitcoin's plunge is completely different from the past.

Deutsche Bank believes the fundamental logic behind Bitcoin’s recent crash has changed. According to the Chasing Wind Trading Desk, on November 24th, Deutsche Bank published a research report arguing that, unlike previous crashes mainly driven by retail speculation, the current downward adjustment in Bitcoin is the result of five