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Wall Street Debate: Storage Giants Valued So Low—Is That Right?

Wall Street Debate: Storage Giants Valued So Low—Is That Right?

``` Storage chip giants are achieving historic profits driven by a wave of AI demand, yet their stock valuations remain far lower than other leading AI chipmakers. This notable gap is sparking an intense debate on Wall Street over whether the storage industry has entered a "super cycle". Samsung

Qianwen Xiaojiuwo makes its debut; the monthly active users of Alibaba Qianwen APP have surged to TOP 2.

Qianwen Xiaojiuwo makes its debut; the monthly active users of Alibaba Qianwen APP have surged to TOP 2.

``` Author | Huang Yu Two days ago, a "meaning unclear" poster published by Alibaba’s official account triggered widespread speculation in the tech circle: the image of a lively, dimpled-smiling woman, accompanied by a brief caption, "See you April 22, Hello World." After a few days of

Analyst: Apple's announcement of a leadership change at this time suggests that next week's financial report may contain good news.

Analyst: Apple's announcement of a leadership change at this time suggests that next week's financial report may contain good news.

``` Apple Inc. chose to announce a CEO transition one week ahead of its quarterly earnings release, a timing that has drawn widespread attention from Wall Street analysts, with many believing that this move hints at the company preparing to deliver a stellar earnings report. On Monday, Apple announced that current

China's strong demand drives Japan's exports up 11.7% in March.

China's strong demand drives Japan's exports up 11.7% in March.

``` The recovery of Chinese demand and rising global prices have jointly driven Japan’s exports to expand for the seventh consecutive month, but energy risks caused by Middle Eastern conflicts are gradually permeating the supply chain, casting a shadow over this strong momentum. Data released by Japan’s Ministry of

Computing Power Leasing: China's New Core Asset in AI

Computing Power Leasing: China's New Core Asset in AI

April 21, Liu Xi, the chief analyst in the computer industry at Guohai Securities, released the industry report "Computing Power Leasing: China's Sharply Defined Core AI Asset." The report systematically reviews the investment logic of the computing power leasing track from three dimensions: business model, industry

GPT-image-2's public beta is explosive, and the impact may be just beginning.

GPT-image-2's public beta is explosive, and the impact may be just beginning.

``` Author: Linke On April 22, GPT-image-2, which was in beta testing just a few days ago, was officially released to the public, and its actual performance has sparked heated discussions in the AI community. The most critical change from previous image generation methods is: the text is clearer, posters look

"Betting on yen stabilization and waning war impact, U.S. investors return to Japanese stock market"

"Betting on yen stabilization and waning war impact, U.S. investors return to Japanese stock market"

``` American investors are returning to the Japanese stock market. On April 20, Bruce Kirk, Chief Japan Equity Strategist at Goldman Sachs Japan Co., stated that as the initial shock from the Middle East situation gradually dissipates and market confidence recovers, North American funds have flowed back into Japanese equity assets.