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``` The combined forces of the Iran war, AI computing power arms race, and raw material shortages are pushing the printed circuit board (PCB) industry into a new boom cycle. On April 27, the A-share PCB (Printed Circuit Board—the backbone of electronic components) sector soared. Shenzhen Sunway surged to a

Nearly a year after Buffett announced his retirement, Berkshire Hathaway's stock price has experienced one of the worst periods of underperformance relative to the S&P 500 in its history—the once sought-after "Buffett premium" has now become a clear discount. However, several analysts believe

``` Iran reportedly submitted a new proposal for reopening the Strait of Hormuz to the United States via Pakistan’s mediation, driving all-around gains in Asia-Pacific markets on Monday, with technology stocks leading to a record high. However, oil prices rebounded and US/European stock index futures erased early gains, with

``` The second major energy price shock in five years is now hanging over global monetary policy decisions. Major central banks will hold interest rate meetings this week, but are generally expected to stand pat. Trump’s frequent posts on social media continue to stir up energy markets, making it difficult

``` According to the latest industry survey by renowned Apple supply chain analyst Ming-Chi Kuo, OpenAI is planning to develop its own smartphone, aiming to redefine the interactive logic of mobile devices with AI agents at the core, and has already begun substantial actions at the hardware level. Kuo revealed that

Compared to talent, computing power is becoming the heaviest financial burden for AI companies. The latest data from Epoch AI shows that, among the three leading AI companies—Anthropic, Minimax, and Z.ai Zhiyu—spending on computing power dominates the total costs. At the largest of them, Anthropic, total spending