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The profit "dominance" of U.S. tech giants comes to an end? Earnings growth is spreading across the entire industry.

The profit "dominance" of U.S. tech giants comes to an end? Earnings growth is spreading across the entire industry.

``` As the US stock market’s fourth-quarter earnings season draws to a close, the longstanding situation where profits have been dominated by a few major tech giants is undergoing a fundamental shift. Since mid-December last year, the Russell 1000 Value Index has significantly outperformed its growth index counterpart. Latest earnings

Market focuses on US non-farm data, Asia-Pacific markets continue to reach new highs, US dollar falls for four consecutive days, gold holds firm above the $5,000 mark.

Market focuses on US non-farm data, Asia-Pacific markets continue to reach new highs, US dollar falls for four consecutive days, gold holds firm above the $5,000 mark.

Weak US economic data has intensified expectations of Fed rate cuts, pushing Asian stock markets to historic highs. The US dollar weakened against all G10 currencies as investors adjusted positions ahead of a key employment report. The MSCI Asia Pacific Index rose 1% to a record high on Tuesday, further

Humanoid robot race: Chinese startups lead in mass production, while Tesla and Boston Dynamics will not make moves until 2026

Humanoid robot race: Chinese startups lead in mass production, while Tesla and Boston Dynamics will not make moves until 2026

``` While capital is quickly pouring into the humanoid robot sector, the pace of industrialization is diverging. Chinese startups, thanks to denser entrepreneurial clusters and faster production speeds, have gained an early advantage in the competition with the United States. Capital flows have already given a clear signal. According to market

AI gold rush turns into AI panic wave! New Wall Street consensus: Avoid any company that could be disrupted

AI gold rush turns into AI panic wave! New Wall Street consensus: Avoid any company that could be disrupted

``` Wall Street is experiencing a dramatic shift in investment logic: investors are no longer keen on seeking out AI winners, but are instead scrambling to sell stocks of any company that might be disrupted by AI. This "sell first, ask questions later" panic is spreading from the software

After Starbucks and Burger King, the China operators of DQ and Papa John’s may be sold.

After Starbucks and Burger King, the China operators of DQ and Papa John’s may be sold.

``` Private equity firm FountainVest Partners is considering selling its Chinese franchise operator CFB Group, which operates Papa John's and Dairy Queen (DQ) brands in Greater China. This would mark another case of international restaurant brands restructuring their China operations, following Starbucks and Burger King. According to Bloomberg, FountainVest

MSCI index significantly increases inclusion of Chinese companies; will passive funds start a new round of "buying spree"?

MSCI index significantly increases inclusion of Chinese companies; will passive funds start a new round of "buying spree"?

``` Chinese stocks are experiencing the largest scale inclusion into the MSCI Index in nearly three years. This adjustment will not only lead to direct capital inflows, but may also prompt global active funds to re-examine the value of allocating to the Chinese market. MSCI announced on Tuesday that during the

Why Chinese Models Are Leading in AI Video

Why Chinese Models Are Leading in AI Video

``` It was only after ByteDance’s Seedance 2.0 went viral that many people truly realized for the first time that Chinese models in the AI video track are no longer just catching up, but actually starting to lead. Seedance 2.0 didn’t stand out due to a single