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Before Nvidia's earnings report, Citi shouted: Buy! AI demand far exceeds supply, and talk of a bubble doesn't hold up.

Before Nvidia's earnings report, Citi shouted: Buy! AI demand far exceeds supply, and talk of a bubble doesn't hold up.

``` As a frenzy of investment in the field of artificial intelligence (AI) sparks intense debate in the market over a potential bubble, Citigroup has cast a key vote of confidence for Nvidia. According to "Chasing the Wind Trading Desk," Citigroup released a research report on November 10, maintaining

Over $5 trillion! JPMorgan: Global AI infrastructure is "unprecedented in scale" and will impact all capital markets

Over $5 trillion! JPMorgan: Global AI infrastructure is "unprecedented in scale" and will impact all capital markets

``` Author: Bao Yilong Source: Hard AI JPMorgan has issued a warning: the $5 trillion AI feast will "drain" every credit market. On November 10, a team of JPMorgan strategists led by Tarek Hamid released a major report on the financing needs for AI data centers. The report emphasized

Goldman Sachs In-Depth Analysis of China's Software Industry: Decline in Employee Numbers, Per Capita Revenue Soars by 35%, Driving Margin Improvement

Goldman Sachs In-Depth Analysis of China's Software Industry: Decline in Employee Numbers, Per Capita Revenue Soars by 35%, Driving Margin Improvement

``` ★Final 2 days of countdown｜Wallstreetcn 11.11 event, the lowest price of all membership products of the year! Click link for details>> Goldman Sachs' latest research reveals that China’s software industry is undergoing a profound operational efficiency revolution. According to Wind Chasing Trading Desk, Goldman

Jensen Huang goes to Taiwan to "secure production capacity": TSMC's N3 capacity increase is limited, and supply is expected to remain highly strained through 2026.

Jensen Huang goes to Taiwan to "secure production capacity": TSMC's N3 capacity increase is limited, and supply is expected to remain highly strained through 2026.

Chip giant Nvidia’s thirst for production capacity is forcing its CEO Jensen Huang to personally go to the doorstep of key partner TSMC to “ask for supplies,” but the latest analysis shows that even the world’s largest semiconductor foundry is already nearing its limits to meet market demand.

Morgan Stanley: The market has underestimated the significance of xAI for Tesla. FSD 14.3 may become the "steam engine moment" for autonomous driving.

Morgan Stanley: The market has underestimated the significance of xAI for Tesla. FSD 14.3 may become the "steam engine moment" for autonomous driving.

``` While the entire market's attention is focused on Musk's astronomical compensation, Morgan Stanley points out that the strategic highlights of Tesla's shareholder meeting have been overlooked. According to ZF Trading Desk, Morgan Stanley analyst Adam Jonas stated in a recent report that shareholders'

“The Big Short” switches to “combat mode”! Burry: Tech giants’ “underestimated depreciation leads to inflated profits.” Oracle’s profits in 2028 are overstated by 26.9%, Meta’s by 20.8%.

“The Big Short” switches to “combat mode”! Burry: Tech giants’ “underestimated depreciation leads to inflated profits.” Oracle’s profits in 2028 are overstated by 26.9%, Meta’s by 20.8%.

``` ★ Countdown: Last 2 Days | WallstreetCN 11.11 campaign, lowest price of the year for all membership products! Click for details>> Michael Burry, the “Big Short” renowned for predicting the 2008 financial crisis, is once again taking aim at tech giants. On November 11, Michael Burry posted on his

"Much better value for money! M2 and K2 are 'highly popular,' as China's open-source large models challenge 'AI programming.'"

"Much better value for money! M2 and K2 are 'highly popular,' as China's open-source large models challenge 'AI programming.'"

``` Chinese AI companies are competing for a rapidly growing share of the AI programming market by offering prices far lower than OpenAI, Anthropic, and Google. At the end of October, Shanghai-based AI startup MiniMax launched its open-source large model M2, primarily focused on programming and AI agents. M2's