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Huawei's Ascend 960 supernode deployment shifts AI computing power competition from single-chip to system engineering.

Huawei's Ascend 960 supernode deployment shifts AI computing power competition from single-chip to system engineering.

Author | Link Huawei Connect 2026 opened in Shanghai on September 17. Huawei's Vice Chairman and Rotating Chairman, Wang Tao, delivered a keynote speech entitled "Intelligent Future: Building the Silicon-Based Soil for the Intelligent World," and launched the Ascend 960 supernode. Huawei claims this is the industry&

If the Bank of Japan adopts a dovish rate hike on Friday: the yen may fall below 158 and retest 160.

If the Bank of Japan adopts a dovish rate hike on Friday: the yen may fall below 158 and retest 160.

The Federal Reserve's hawkish rate hike has put pressure on the yen, and the Bank of Japan faces an unprecedented test at its interest rate decision on Friday. The Federal Reserve announced its first interest rate hike since 2023 and signaled further tightening, prompting traders to price in

"Sister Wood" predicts that SpaceX's Starship launch will generate $10 trillion in revenue; Musk responds: Not impossible.

"Sister Wood" predicts that SpaceX's Starship launch will generate $10 trillion in revenue; Musk responds: Not impossible.

The commercial potential of SpaceX's Starship is being further expanded. Cathie Wood, CEO of ARK Invest, recently predicted that each Starship launch could generate approximately $1 billion in annual revenue, and if calculated based on Musk's proposed annual launch target, Starship's annual revenue could

After the Federal Reserve released hawkish signals, Goldman Sachs changed its tune: it expects a further 25 basis point increase in October.

After the Federal Reserve released hawkish signals, Goldman Sachs changed its tune: it expects a further 25 basis point increase in October.

The Federal Reserve's September meeting was more hawkish than expected, forcing Goldman Sachs to quickly revise its forecasts—changing its initial view of a "one-off" rate hike path to a baseline scenario of consecutive rate hikes in September and October. On September 16, the Federal Reserve

Novo Nordisk, Eli Lilly, and ByteDance are all investing in AI-driven pharmaceuticals, sending A-share innovative drug and CRO sectors soaring.

Novo Nordisk, Eli Lilly, and ByteDance are all investing in AI-driven pharmaceuticals, sending A-share innovative drug and CRO sectors soaring.

The AI-driven pharmaceutical wave is spurring a new wave of industry collaboration and directly driving a revaluation of upstream service sectors. On September 16, Novo Nordisk announced a collaboration with Anthropic to accelerate new drug development using the latter's dedicated science platform, Claude Science. On the same day,

Is SpaceX a defensive AI stock?

Is SpaceX a defensive AI stock?

Amid escalating AI security controversies and questionable prospects for basic model development, Morgan Stanley emphasizes that SpaceX possesses relatively stronger defensive attributes within its AI stock portfolio and maintains its overweight rating and $300 price target. Calls for self-limitation in the development of basic models have put pressure on the

JPMorgan Global Macro Conference: Central banks may raise interest rates "faster and larger than expected," but "stock and bond yields" may "rise together."

JPMorgan Global Macro Conference: Central banks may raise interest rates "faster and larger than expected," but "stock and bond yields" may "rise together."

According to TrendFocus, JPMorgan Chase's Strategic Research Department released the minutes of its Global Macro Conference, stating that the most crucial signal from the conference can be summarized in one sentence: stocks and US Treasury yields can rise simultaneously, at least for now. Global central banks, especially the