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AIDC power supply, relying on gas turbines for emergency in the short term, and on these three approaches in the long term

AIDC power supply, relying on gas turbines for emergency in the short term, and on these three approaches in the long term

``` Power supply capacity is becoming the invisible ceiling for data center construction. On April 16, Shenwan Hongyuan Securities released an industry in-depth report "The Growth of Computing Power Demand Intensifies the Power Gap, Opening Growth Space for the Gas Turbine Market", which points out that the acceleration of

Suspected insider trading again? Twenty minutes before the opening of the Hormuz Strait, a mysterious trader dumped $760 million in short positions, accurately shorting crude oil.

Suspected insider trading again? Twenty minutes before the opening of the Hormuz Strait, a mysterious trader dumped $760 million in short positions, accurately shorting crude oil.

``` A massive short position placed 20 minutes before the news release has once again brought the “mysterious trading” in the crude oil market into the spotlight. On April 17, about 20 minutes before the Iranian foreign minister announced a full reopening of the Strait of Hormuz to all commercial vessels,

CPO mass production ignites a fundamental revolution in AI computing power—are silicon photonics and interconnects the biggest winners?

CPO mass production ignites a fundamental revolution in AI computing power—are silicon photonics and interconnects the biggest winners?

The demand for bandwidth and energy efficiency in AI data centers continues to rise, driving optical interconnect technology to a critical junction. Tianfeng Securities released an industry in-depth report "CPO Communication Device Deep Analysis" on April 16, pointing out that CPO (Co-Packaged Optics) switches have officially entered the

Trump: If Iran does not reach a ceasefire or launches an attack, Iran will not have nuclear weapons.

Trump: If Iran does not reach a ceasefire or launches an attack, Iran will not have nuclear weapons.

Carrot and stick—Trump issued military threats to Iran and also sent optimistic signals about negotiations on the same day. On his way back to Washington aboard Air Force One, Trump made intensive remarks about the US-Iran situation. According to CCTV International News on April 18, he warned that if

“This round of remarkable accuracy” from Goldman Sachs: Maintains its prediction of ‘restoration of Middle Eastern crude oil flows before mid-May’, target oil price remains unchanged but ‘greater two-way risks’

“This round of remarkable accuracy” from Goldman Sachs: Maintains its prediction of ‘restoration of Middle Eastern crude oil flows before mid-May’, target oil price remains unchanged but ‘greater two-way risks’

``` Goldman Sachs maintains its oil price forecast unchanged, but "two-way risks" have significantly increased, and investors need to reassess their positioning logic. According to Chasewind Trading Desk, on April 17, Goldman Sachs' Daan Struyven team released its latest crude oil market report, maintaining its 2026 annual average

"Berkshire starts to change after 100 days of the 'new king's ascension'"

"Berkshire starts to change after 100 days of the 'new king's ascension'"

Greg Abel has taken over Berkshire Hathaway for more than a hundred days. While continuing the company’s core culture, the new CEO is reshaping the world’s most watched investment group with a more proactive management style. On April 17, The Wall Street Journal published an in-depth report focused

Both an analyst and an investor: This 29-year-old is gaining influence in AI.

Both an analyst and an investor: This 29-year-old is gaining influence in AI.

``` A young man with no semiconductor degree, who started out on the Reddit community, is becoming the most influential information hub in the global AI industry. At Nvidia’s GTC Developer Conference this March, CEO Jensen Huang mentioned only two names in his entire speech on stage—one of them