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``` Inspur Information, a leading domestic server company, released a performance forecast showing a significant leap in profitability in the first half of the year, reflecting the strong pull effect of the domestic AI infrastructure investment boom on related hardware manufacturers. According to Inspur Information's Tuesday announcement, the net

``` Amid the ongoing frenzy in AI trading, the risk pricing between tech stocks and the broader market is experiencing the most extreme divergence since the internet bubble. According to Bloomberg, the ratio between the Cboe NDX Volatility Index, which measures the cost of Nasdaq 100 index options, and the S&

The latest roadmap released by Goldman Sachs macro traders indicates that the mainstream market narrative around artificial intelligence is shifting from a "software cycle" to a "capital expenditure cycle." This change will profoundly reshape the landscape of the rates market. According to a report jointly authored

``` Tensions in the Strait of Hormuz have escalated again. A ship fully loaded with Qatari liquefied natural gas was attacked and caught fire as it was leaving this globally critical energy chokepoint, intensifying market concerns over a longer-than-expected supply disruption, with Brent crude oil and European natural gas prices both

Goldman Sachs initiates coverage on SpaceX with a "Buy" rating, characterizing it as an infrastructure giant vertically integrated across aerospace launches, satellite internet, and artificial intelligence. The target price is $205, implying a potential upside of about 27%, with a risk-reward ratio of 2:1. According to Wind

``` The wave of AI investment is entering a new phase. Since 2026, the aura of the “Seven Tech Giants” that long dominated the US stock market has gradually faded, and market capital has started shifting from large tech platforms to the AI infrastructure chain, especially in the field of memory