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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

Two $20 Billion: OpenAI and Nvidia in a "Reasoning Battle"

Two $20 Billion: OpenAI and Nvidia in a "Reasoning Battle"

In December 2025, Nvidia quietly spent $20 billion to acquire an AI chip company called Groq. On April 17, 2026, OpenAI announced it would purchase more than $20 billion worth of chips from another AI chip company, Cerebras. On the same day, Cerebras officially submitted its IPO filings to NASDAQ,

Celebrating the "end of war," markets pop the champagne early? Analysts warn: tail risks remain significant.

Celebrating the "end of war," markets pop the champagne early? Analysts warn: tail risks remain significant.

``` Wall Street is front-running a war that is not yet over. On Friday, April 17 local time, Iran announced the reopening of the Strait of Hormuz to commercial shipping. Combined with news of a ceasefire between Israel and Hezbollah in Lebanon, risk-on sentiment swept through global markets. The S&