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Morgan Stanley: The adoption rate of AI is increasing.

Morgan Stanley: The adoption rate of AI is increasing.

In a report released on November 6, 2025, Morgan Stanley pointed out that corporate adoption of artificial intelligence (AI) is shifting from the “storytelling” stage to the “proving results” stage, with more and more companies achieving measurable financial and operational gains. This trend not only validates the long-term value of

Goldman Sachs investigates Chinese robot supply chain companies such as Sanhua: preparing for mass production of "humanoid robots" in the second half of 2026, with capacity planning reaching 100,000 to 1 million units per year.

Goldman Sachs investigates Chinese robot supply chain companies such as Sanhua: preparing for mass production of "humanoid robots" in the second half of 2026, with capacity planning reaching 100,000 to 1 million units per year.

On November 7, Goldman Sachs released an on-site research report on the Chinese humanoid robot supply chain. The report pointed out: Although no large-scale definitive orders have been secured yet, core suppliers have entered the “race to get ahead” stage, making extremely optimistic capacity preparations for the expected mass production

One year after the election victory of the "King of Understanding," the market trends of "Trump 2.0" and "Trump 1.0" are highly similar; the bad news is that in the second year, US stocks typically perform the worst.

One year after the election victory of the "King of Understanding," the market trends of "Trump 2.0" and "Trump 1.0" are highly similar; the bad news is that in the second year, US stocks typically perform the worst.

On the first anniversary of Trump’s re-election as U.S. president, market trends are presenting a scene strikingly similar to his first term. According to Chase Wind Trading Desk, on November 7, Barclays Bank issued a report stating that, in the first year after Trump’s re-election, market performance

DeepSeek makes a rare public statement, senior researcher Chen Deli: In the long term, AI may replace the vast majority of human jobs, and this is not an alarmist claim.

DeepSeek makes a rare public statement, senior researcher Chen Deli: In the long term, AI may replace the vast majority of human jobs, and this is not an alarmist claim.

``` DeepSeek broke nearly a year of public silence. On November 7, its senior researcher Chen Deli predicted at the World Internet Conference held in Wuzhen that, after a brief "honeymoon period," AI could replace the vast majority of human work within 10 to 20 years. According to media

"Trillion-dollar opportunities in the 'deep sea'"

"Trillion-dollar opportunities in the 'deep sea'"

``` For investors seeking the next structural growth opportunity, the "deep sea" 200 meters underwater is opening a new era worth trillions of dollars. According to WindChasing Trading Desk, on November 7th, UBS released a report stating that the deep-sea economy is a long-term investment theme worth trillions of

Next week's major schedule: Tencent, Alibaba, Meituan, JD earnings reports; China's October economic data

Next week's major schedule: Tencent, Alibaba, Meituan, JD earnings reports; China's October economic data

★WallstreetCN Double 11 Special Offer｜Lowest membership price for the year! Freshly launched products for 2026! Click the link for details>> Major financial events for the week of November 10th - November 16th, all in Beijing time: Key focus next week: China and US economic data, earnings from

Regarding the "AI bubble," "selection politics," and "overturning tariffs," Bank of America’s Hartnett says, "A top is a process, while a bottom is an instant."

Regarding the "AI bubble," "selection politics," and "overturning tariffs," Bank of America’s Hartnett says, "A top is a process, while a bottom is an instant."

``` Michael Hartnett, Chief Investment Strategist at Bank of America, pointed out in his latest report that the formation of a market top is a slow fermentation process, not an instantaneous event that happens all at once. He believes that the current market is clearly showing many signs of this process,