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Powell "Farewell Day" + Mag7 Earnings Night, what can the market rely on to hold firm?

Powell "Farewell Day" + Mag7 Earnings Night, what can the market rely on to hold firm?

``` April 29 will be the most crowded trading day of the year. Three major events are packed into a single day: At 10 a.m. local time, the Senate Banking Committee votes on the nomination of Powell's successor, Kevin Warsh. At 2 p.m., the FOMC releases its

The Strait of Hormuz controls more than just oil routes—it also controls internet routes.

The Strait of Hormuz controls more than just oil routes—it also controls internet routes.

``` Under the shadow of Middle East conflict, a risk clue that has rarely received attention is surfacing—the submarine cables crossing the Strait of Hormuz. According to media reports, Iran publicly warned last week that the submarine cables in the strait constitute a vulnerable node for the region’s digital

Car manufacturers are competing in intelligence; is this the opportunity for domestic intelligent platforms?

Car manufacturers are competing in intelligence; is this the opportunity for domestic intelligent platforms?

``` In the second half of the automotive industry's rapid shift towards intelligence, many players have set their sights on the smart cockpit track. In the past few years, Qualcomm’s cockpit SoCs represented by Snapdragon 8155 and 8295 once captured more than 70%—even up to 80%—of

US tech giants have released their results; how should we view Hong Kong tech?

US tech giants have released their results; how should we view Hong Kong tech?

``` The earnings season for US tech giants and the US-Iran geopolitical game will jointly dictate the trend of the Hang Seng Tech Index this week. Against a backdrop where US stocks have already soared to historical highs and market EPS expectations have not been adjusted for geopolitical factors, whether earnings

Third attempt at IPO, XYZ Robotics aims to tell the story of "embodied intelligence."

Third attempt at IPO, XYZ Robotics aims to tell the story of "embodied intelligence."

``` “HA” Army gains another member. On April 27, the collaborative robot company Dobot Technology (2432.HK) had its GEM IPO application accepted. Dobot Technology’s capital journey is quite dramatic. As early as January 2023, Dobot Technology filed for IPO guidance with Shenzhen Securities Regulatory Bureau under CICC’s coaching,

AI: If you fear the mountains, what valleys are left?

AI: If you fear the mountains, what valleys are left?

``` The global technology industry is entering a critical period for verifying the cyclical recovery. U.S. tech giants reporting results above expectations, the Philadelphia Semiconductor Index setting a record of 18 consecutive gains, and Nvidia’s market cap returning to $5 trillion—all these signals indicate that the current rally

After HBM, is CXL the next battleground for storage? Samsung achieves a tenfold performance breakthrough.

After HBM, is CXL the next battleground for storage? Samsung achieves a tenfold performance breakthrough.

``` Against the backdrop of continuously expanding AI computing power demands and intensifying supply-demand conflicts in storage chips, CXL (Compute Express Link) is moving from a niche technology to an industry focal point. Samsung Electronics, SK Hynix, and Micron Technology have successively increased their investments, while Google and NVIDIA have entered