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2-month surge of 44%, US software stocks are "making a comeback"! Is Chinese internet the "APAC version of IGV"?

2-month surge of 44%, US software stocks are "making a comeback"! Is Chinese internet the "APAC version of IGV"?

``` U.S. software stocks are experiencing the strongest rebound in twenty-five years, going from being heavily neglected to universally sought after. The speed and intensity of this rotation have caught the market off guard. Since its April low, the iShares Expanded Technology Software ETF (IGV) has risen about 44% in

Korean stocks expected to reach 12,000 points, Nikkei to surge to 70,000 by year-end! Wall Street investment banks bullish on Japanese and Korean stock markets.

Korean stocks expected to reach 12,000 points, Nikkei to surge to 70,000 by year-end! Wall Street investment banks bullish on Japanese and Korean stock markets.

The wave of artificial intelligence continues to reshape the landscape of Asian capital markets, with major Wall Street investment banks intensively raising targets for the Japanese and Korean stock markets. On June 3, according to Bloomberg, Goldman Sachs raised the 12-month target price for the Korean Composite Stock Price Index

Computex sends three major signals: Nvidia confirms ample TSMC capacity, AI PC chips make a joint appearance, supply and demand will remain tight in 2027.

Computex sends three major signals: Nvidia confirms ample TSMC capacity, AI PC chips make a joint appearance, supply and demand will remain tight in 2027.

Wall Street is closely watching the Computex conference held in Taipei, China. On June 3, according to Chasing Wind Trading Desk, at this year’s Computex conference, Morgan Stanley’s latest research report revealed three core signals dominating the logic of technology investment for the next few years: the rise

Curry joins Li-Ning—who is waiting for the next Jordan?

Curry joins Li-Ning—who is waiting for the next Jordan?

``` Li-Ning signs Curry. This is a long-term exclusive partnership in which a Chinese sports brand has secured one of the NBA's top active superstars, making it the most important star asset bet in Li-Ning's basketball history since Dwyane Wade. In the official announcement, Li-Ning did not

400 million increase in stake in the parent company of "Ling Cage"; China Literature strengthens IP operations

400 million increase in stake in the parent company of "Ling Cage"; China Literature strengthens IP operations

``` Author | Huang Yu On June 2, China Literature Group (0772.HK) announced that it would make a strategic investment of about 400 million yuan to acquire a 28.22% equity stake in Yi Hua Kai Tian. After the transaction is completed, China Literature’s shareholding in Yi Hua Kai Tian

Met with strong opposition from all employees, Meta’s “refining employees” plan is forced to scale back.

Met with strong opposition from all employees, Meta’s “refining employees” plan is forced to scale back.

Meta wants to "feed" AI with employees’ daily operations, but the employees refuse to cooperate. According to The Information, Meta has recently made several restrictive adjustments to its employee tracking tool "Model Capability Initiative" (MCI) due to widespread resistance from employees. The adjustments include: allowing employees

$1.5 Trillion in "Shadow Output": SemiAnalysis Says AI Is Creating Wealth Invisible to GDP

$1.5 Trillion in "Shadow Output": SemiAnalysis Says AI Is Creating Wealth Invisible to GDP

``` Investment in AI is already reflected in electricity bills, GPU orders, and data centers, but much of the value it generates may not yet be reflected in GDP. According to a recent report by the well-known AI industry research institute SemiAnalysis, "AI Shadow Output: The Visible Costs of Invisible