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Don't fight the earnings cycle! Will US stocks break 8000 points this year?

Don't fight the earnings cycle! Will US stocks break 8000 points this year?

Wall Street may have seriously underestimated the explosive power of the current earnings cycle. According to TrendFocus, Jefferies issued a clear warning in its latest research report on September 14: Don't fight the earnings cycle . Driven by the dual engines of the AI investment frenzy and better-than-expected corporate

Will AI that "continuously learns" extend the memory shortage to 2031?

Will AI that "continuously learns" extend the memory shortage to 2031?

The structural leap in AI memory capabilities is pushing the global memory market into a multi-year supply shortage cycle. According to a report by Citigroup on September 14, as AI moves from the simple training and inference stage to the "continuous learning" era, demand for HBM, server DDR5,

NikeSKIMS' entry into China adds another variable to the women's sportswear market.

NikeSKIMS' entry into China adds another variable to the women's sportswear market.

NikeSKIMS has finally officially entered China. On September 16, NikeSKIMS, a brand jointly created by Nike and SKIMS, announced its launch in the Chinese market. The first wave of products covers nine apparel fabric series, footwear and accessories, and will open China's first offline pop-up space at HKRI

The market significance of "AI security": It increases the demand for inference and post-training computing power by 20%, raising the overall computing power cost of the industry by 18%.

The market significance of "AI security": It increases the demand for inference and post-training computing power by 20%, raising the overall computing power cost of the industry by 18%.

AI safety regulation is evolving from an ethical issue into a quantifiable cost variable, and will profoundly reshape the investment logic of AI infrastructure. According to a recent research report by Barclays, the "Pacing" mechanism implemented by the Advanced AI Labs will increase the overall computing power cost

Hong Kong releases its first five-year plan: focusing on the artificial intelligence industry and strengthening its role as the world's largest offshore RMB hub.

Hong Kong releases its first five-year plan: focusing on the artificial intelligence industry and strengthening its role as the world's largest offshore RMB hub.

The Hong Kong Special Administrative Region Government has released its first five-year plan for economic and social development, with the artificial intelligence industry and the deepening of integration with the Greater Bay Area as the core initiatives, outlining a clear framework for development from 2026 to 2030. On September 15,

Will there be a "dovish rate hike" tonight?

Will there be a "dovish rate hike" tonight?

Wall Street is holding its breath for the Federal Reserve's interest rate decision on Wednesday. Citigroup and Goldman Sachs are unusually aligned on their core assessment: a rate hike is almost a certainty, but it will be a "dovish rate hike"—the hike itself is not

JPMorgan Chase: "Open source disruption" and "AI security" are not the real issues; there is still room for capital expenditure over the next two years; semiconductor equipment will become the "new bottleneck."

JPMorgan Chase: "Open source disruption" and "AI security" are not the real issues; there is still room for capital expenditure over the next two years; semiconductor equipment will become the "new bottleneck."

Market confidence in AI infrastructure investment has recently wavered. The rise of open-source big data models, increasing calls for AI safety regulation, and the negative free cash flow of hyperscale cloud vendors—these triple pressures have led to a continued downturn in sentiment in the technology hardware sector. According to