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``` Although major economies such as the United States, Japan, and Germany have launched fiscal stimulus measures, the actual global impact may be far less than market expectations. UBS's latest research shows that the global fiscal shock in 2026 is expected to contribute only about 8 basis points to

Nvidia CEO Jensen Huang revealed in an interview with the media outlet wccftech that the company will launch a "brand-new chip products never seen before" at this year's GTC conference. This statement has sparked intense market attention regarding Nvidia's next-generation product roadmap. Analysts say

Facing the surge in demand for memory chips driven by artificial intelligence, South Korea’s two major storage giants, Samsung Electronics and SK Hynix, are accelerating the commissioning process of new wafer fabs. The strategic focus has shifted from cautious supply control to active capacity expansion in order to seize

``` Amid the intense market volatility triggered by the artificial intelligence wave, Apple is becoming a safe haven for investors. The tech giant’s correlation with the Nasdaq 100 Index has dropped to its lowest in nearly 20 years, providing a rare alternative for funds seeking to avoid AI uncertainty. According

Nvidia CEO Jensen Huang personally hosted a dinner for the engineering teams of its partners last week, a rare move that highlights the strategic importance of the next-generation high-bandwidth memory HBM4 to the AI chip giant. As Samsung becomes the first to ship in the HBM4 race, whether SK Hynix

OpenAI is finalizing a new round of fundraising, which may raise $100 billion, and after completion, the company’s valuation will reach $830 billion. According to The Information citing insiders, SoftBank is expected to lead this round with an investment of $30 billion, divided into three phases throughout the year,

``` The software sector's pullback so far in 2026 is different from previous rounds of corrections driven by "slowing demand/rising interest rates": the market is more like discussing terminal value—can these companies still defend their profit pool ten years from now, and will their moats