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iPhone shipments in China surged 20% in the first quarter! Rising memory prices raise the threshold for domestic phones, while Apple and Huawei buck the trend and show strong performance.

iPhone shipments in China surged 20% in the first quarter! Rising memory prices raise the threshold for domestic phones, while Apple and Huawei buck the trend and show strong performance.

``` Amid overall pressure in China’s smartphone market, Apple has emerged as the standout winner among major manufacturers in the first quarter, boasting a 20% growth in shipments. According to market research firm Counterpoint Research, Apple’s iPhone shipments in China increased by 20% year-on-year in the first quarter, the

"Shortage of electricity, personnel, and equipment"—40% of U.S. data centers may be delayed, AI giants are being choked by insufficient computing power.

"Shortage of electricity, personnel, and equipment"—40% of U.S. data centers may be delayed, AI giants are being choked by insufficient computing power.

``` The grand narrative of the expansion of AI infrastructure in the United States is facing a tough reality check. On Friday, according to data provided to the UK Financial Times by satellite and AI analytics firm SynMax, nearly 40% of data center projects scheduled for completion in the US this

JPMorgan: Light is good, but too expensive; downgrades Corning's rating.

JPMorgan: Light is good, but too expensive; downgrades Corning's rating.

The optical networking sector is the most aggressive hardware sub-sector in valuation expansion during the current round of AI infrastructure investment, but JPMorgan believes that the current high premium has already priced in overly optimistic earnings scenarios ahead of time, with the logic driven by fundamentals now giving way to

Capital flows toward East Asian "technology," putting further pressure on the Indian stock market.

Capital flows toward East Asian "technology," putting further pressure on the Indian stock market.

``` The appeal of the Indian stock market in Asia's capital landscape is acceleratingly fading. As the artificial intelligence theme returns to the forefront, funds continue to flow into North Asian markets such as South Korea and Japan, which have higher technology weightings. Not only has the Indian stock

Wang Yibo’s traffic is injected into the trendy toy IP “Xiao Ao aoo”; can Yuehua, joining hands with Qimeng Island, create a blockbuster?

Wang Yibo’s traffic is injected into the trendy toy IP “Xiao Ao aoo”; can Yuehua, joining hands with Qimeng Island, create a blockbuster?

``` On April 17th, YHTOYS, the trendy toy brand under Yuehua Entertainment, officially announced that top celebrity Wang Yibo has become the global spokesperson for its original IP "Xiao Ao aoo". This marks Yuehua pressing the accelerator on "artist derivative value development" and the trendy toy business

Goldman Sachs: The future of AI must have light!

Goldman Sachs: The future of AI must have light!

Innolight's explosive performance in the first quarter reflects a rising new trend in AI infrastructure construction—optical interconnect networks. Goldman Sachs' latest report significantly raised its target price from 791 yuan to 1187 yuan, and made this judgment: from now to 2027-2028, the addressable market for optical

The turning point for robots has arrived? This American company claims its new model can “enable robots to perform tasks they were never trained for.”

The turning point for robots has arrived? This American company claims its new model can “enable robots to perform tasks they were never trained for.”

``` The field of robotics AI may be ushering in a capability leap similar to that of large language models. San Francisco-based robotics startup Physical Intelligence released its latest research on Thursday, claiming that its new model π0.7 can direct robots to complete tasks it has never specifically trained for—