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According to Chasing Wind Trading Desk, Morgan Stanley released a research report on April 10, which tracked deep supply chain capacity changes to reveal Apple’s massive investment in private cloud computing (PCC). It shows Apple's strategic focus is shifting from relying on third-party cloud services to large-scale

Morgan Stanley's latest research report cuts through the noise of AI infrastructure investments, based on on-site research of the Asian supply chain, addressing the five core questions the market cares most about: Nvidia Rubin Ultra packaging solution, LPU foundry selection, Samsung HBM base die shifting to TSMC, Broadcom’

``` Tom Lee, a well-known Wall Street bull and Head of Research at Fundstrat, has just issued a bullish signal, citing the rare movement of the VIX fear index to determine that U.S. stocks have confirmed a bottom, and the S&P 500 Index is expected to reach 7,

``` Berkshire Hathaway issued about 272.3 billion yen, equivalent to around 1.7 billion USD, of yen-denominated bonds in Japan. This marks the company’s first return to the yen bond market since Buffett stepped down as CEO. According to Bloomberg, the issuance is divided into six different maturities, covering

``` Author | Chai Xuchen Editor | Zhou Zhiyu In China's automotive industry, there have always been only two kinds of car makers who dare to price their cars above 500,000 RMB: traditional luxury brands recognized by the market, and new force pioneers that push higher based on product strength.

``` The approximately six-week-long conflict in Iran has cast a shadow over the global tech landscape. Supply chain pressures, shaken investment confidence, and damaged regional reputation have led to rapidly spreading questions within the industry about whether the Middle East can continue to play a pivotal role in global AI infrastructure.