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Castle Securities In-Depth Analysis: The High Costs of Cutting-Edge AI Are Pushing the Industry Toward a Structural Inflection Point

Castle Securities In-Depth Analysis: The High Costs of Cutting-Edge AI Are Pushing the Industry Toward a Structural Inflection Point

``` The token economy faces severe challenges, the price war has already begun, and the deployment of cutting-edge AI may accelerate towards concentration in a few capital-rich enterprises. Frank Flight, Head of Macro Strategy at Citadel Securities, makes it clear in his latest report that the AI market is becoming "

Why has gold, which has been rising for three years, stopped going up? [Cheng Tan Talks Episode 1]

Why has gold, which has been rising for three years, stopped going up? [Cheng Tan Talks Episode 1]

``` Introduction of Guest Teachers in This Section: Recent Gold Performance: From Independent Movement Back to Cyclical Pricing Hello friends of Wallstreetcn. Today, let’s have a good chat about gold. I wonder if anyone has noticed, since March 2026, gold’s performance has been rather disappointing. Calculated out, it’s

Where are the structural opportunities in the new era? (Part 1) [Dapeng Talks, Lecture 1]

Where are the structural opportunities in the new era? (Part 1) [Dapeng Talks, Lecture 1]

``` Guest Teacher Introduction for this Column: Hello everyone, this is the first episode of our new column. Today, instead of discussing the ups and downs of a single market, we want to talk with you about two core questions: how to understand the current economic cycle, and how to capture

Is Oracle's financial report truly bearish? What is the market panicking about?

Is Oracle's financial report truly bearish? What is the market panicking about?

Oracle plunged 12% early Thursday, marking the biggest single-day drop since last December. The earnings report released the previous day showed its cloud infrastructure business (OCI) is accelerating, AI-related orders hit a record high, and remaining performance obligations (RPO) exceeded $638 billion. However, after the earnings release, the stock switched

AI shadow looms over the software industry: after a brief rebound, U.S. software stocks fall for seven consecutive days again

AI shadow looms over the software industry: after a brief rebound, U.S. software stocks fall for seven consecutive days again

``` The brief recovery of the software sector has come to an end, as the AI disruption threat continues to suppress valuations. According to Bloomberg, the iShares Expanded Tech-Software Sector ETF (IGV), which tracks software stocks, was driven by several strong earnings reports at the beginning of this month, gaining 16%

Report: Demand for advanced process exceeds supply, TSMC considers price increases of up to 15%

Report: Demand for advanced process exceeds supply, TSMC considers price increases of up to 15%

``` TSMC is facing ongoing tight capacity for advanced process manufacturing, with supply chain sources indicating that foundry prices may rise in the second half of the year, with 3nm process prices expected to increase by 15%. According to media reports, supply chain insiders revealed that TSMC plans to moderately adjust

Extended-range vehicles see biggest drop in nearly 5 years, just waiting for Xiaomi to step in and save the day?

Extended-range vehicles see biggest drop in nearly 5 years, just waiting for Xiaomi to step in and save the day?

``` Author | Zhou Zhiyu For the past three years, range extenders have been the least disputed answer in China's car market. Li Auto climbed to the top of new energy sales with range extenders, AITO relied on them for a comeback. By 2025, even the staunchest pure EV players