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AI trends continue to deepen, but the question of a bubble always lingers in the market. Morgan Stanley’s Japan quantitative strategy team released a report on July 6, stating: To judge whether Japan’s current AI trend is approaching a turning point, the key is not the valuation, but

``` Semiconductor market valuations are soaring, hyperscale cloud enterprise spending is out of control, and global fiscal deficits are reaching record highs—Deutsche Bank's annual "WOW Chart" series is out again, depicting the real macro and market landscape of 2026 with a set of mind-bending data. Deutsche

``` After aggressively promoting internal AI adoption, Tesla abruptly hit the brakes, setting a spending cap on employee use of AI tools, reflecting the increasingly prominent challenge of balancing AI investment and cost control for businesses. According to a recent report by The Information, Tesla informed employees last month that starting

``` As companies become more cautious with their AI budgets, a new industry keyword is emerging—“Orchestration”. Analysts believe that Microsoft is poised to become the core “orchestration layer” for enterprise AI workflows, leveraging its product matrix spanning cloud, platform, and endpoint, thus gaining an advantageous position in this wave of

Major Wall Street brokerages have released their first research reports on SpaceX since its IPO, unanimously giving buy ratings. The highest target price implies nearly a 90% upside from the current share price, marking SpaceX’s official systematic endorsement by institutional analysts. At least six brokerages have begun coverage on

``` Samsung Electronics delivered a historic report card with profits soaring 19-fold, yet its stock price suffered a sharp decline in a single day. This isn’t a matter of performance not being good enough, but rather the market had already priced in "perfection" beforehand—the earnings announcement merely