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Goldman Sachs In-depth Report: Who Will Be the Long-term Winner in China’s AI Foundation Model Industry?

Goldman Sachs In-depth Report: Who Will Be the Long-term Winner in China’s AI Foundation Model Industry?

``` China's AI large models are standing at a historic turning point. Goldman Sachs believes that the intelligence performance of China's open-source/open-weight large models has approached that of the world's top proprietary models. The adoption scale among domestic companies and global SMEs is rapidly

SemiAnalysis: Meta AI is expected to surpass Google within half a year, forming a three-way rivalry with OpenAI and Anthropic.

SemiAnalysis: Meta AI is expected to surpass Google within half a year, forming a three-way rivalry with OpenAI and Anthropic.

The global landscape of cutting-edge AI competition is undergoing a profound reshaping. SemiAnalysis's latest report points out that, after a year of aggressive capital investment and organizational restructuring, Meta's Meta Superintelligence (MSL) is expected to surpass Google in cutting-edge AI capabilities within the next six months.

From "Korea's most hopeless company" to the trillion-storage king, what exactly did SK Hynix do right?

From "Korea's most hopeless company" to the trillion-storage king, what exactly did SK Hynix do right?

Tonight, SK Hynix ADR will officially debut on the US stock market Nasdaq. This company, now at the center of the AI memory chip boom, reached a market value of $1 trillion in May this year, becoming Korea’s second largest listed company after Samsung Electronics. **Since early 2025, its

"Everyone is fully invested long!" Bank of America: Keep a close eye on the Japanese market, as it will be the 'canary in the coal mine' warning of a global crash.

"Everyone is fully invested long!" Bank of America: Keep a close eye on the Japanese market, as it will be the 'canary in the coal mine' warning of a global crash.

The market has almost formed an “unilateral” bullish consensus, which happens to be the most worrying risk signal for Bank of America. Bank of America’s latest issue of “The Flow Show” fund flow report shows that for the week ending July 8, global equity funds again attracted $56.6

Is the prosperity cycle for the brokerage sector here? CITIC Securities, Changjiang Securities, and Zhongtai Securities all forecast growth on the same day!

Is the prosperity cycle for the brokerage sector here? CITIC Securities, Changjiang Securities, and Zhongtai Securities all forecast growth on the same day!

``` The pace of performance growth for securities firms continues. On the evening of July 10, CITIC Securities, Changjiang Securities, and Zhongtai Securities each released performance forecasts. CITIC Securities's mid-year 2026 performance forecast states that the company expects to achieve a net profit attributable to parent company shareholders of

OpenAI’s “second-in-command” resigns, losing another major figure on the eve of its IPO

OpenAI’s “second-in-command” resigns, losing another major figure on the eve of its IPO

``` The OpenAI executive team is once again undergoing changes. At a critical juncture as the company prepares for its IPO, Sam Altman's trusted assistant and widely considered "second-in-command," Fidji Simo, announced her departure, leaving the world’s most high-profile AI company facing a new management vacancy.

Meta internal memo exposed: Long-term supply agreements signed with SanDisk, Samsung, and Sumitomo Electric; computing power to double by 2027.

Meta internal memo exposed: Long-term supply agreements signed with SanDisk, Samsung, and Sumitomo Electric; computing power to double by 2027.

``` A leaked internal memo from Meta has fully revealed the tech giant’s AI infrastructure expansion plans to the market, sparking significant volatility among related supply chain stocks on Thursday. On Friday, according to Reuters citing the memo’s contents, Meta has signed long-term supply agreements respectively with SanDisk, Samsung