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Seedance 2.0 Shockwave: A Collapse in Costs Across E-commerce, Gaming, and Film

Seedance 2.0 Shockwave: A Collapse in Costs Across E-commerce, Gaming, and Film

``` While OpenAI across the ocean seems to have pressed the "pause button" on its AI generation model Sora, China's tech giants have launched a counterattack in this field. Recently, ByteDance's latest AI video generation model Seedance 2.0 went online, quickly igniting the internet

Tonight, the US nonfarm payrolls may see a "million-level" revision.

Tonight, the US nonfarm payrolls may see a "million-level" revision.

The U.S. Bureau of Labor Statistics (BLS) will release the delayed January non-farm payroll report tonight, along with the annual benchmark revision and methodological update. The market expects this revision to erase about 1 million jobs, which is one of the largest downward adjustments in the history of U.

After-hours surge of 16%! AI-driven growth, Cloudflare’s performance explodes, securing the largest annual contract in its history

After-hours surge of 16%! AI-driven growth, Cloudflare’s performance explodes, securing the largest annual contract in its history

Cloud services provider Cloudflare announced better-than-expected results, with surging AI demand driving the company's fastest growth since 2021. Shares jumped nearly 16% after hours. On February 10 after the US market close, **Cloudflare's fourth-quarter results showed revenue grew 33.6% year-over-year to $614.5 million, exceeding

100GW, far exceeding ground demand in the US! Tesla’s planned expansion of photovoltaic capacity is being prepared for space data centers.

100GW, far exceeding ground demand in the US! Tesla’s planned expansion of photovoltaic capacity is being prepared for space data centers.

``` After Tesla put forward the concept of “adding 100GW solar manufacturing capacity,” the market's main concern is not whether it will get into the component business, but rather what role this plays in Tesla’s long-term blueprint. In Morgan Stanley’s latest research, the answer points to two

Soaring 50% as short sellers stubbornly refuse to retreat! Is Pop Mart facing an epic "short squeeze" storm?

Soaring 50% as short sellers stubbornly refuse to retreat! Is Pop Mart facing an epic "short squeeze" storm?

Despite a 50% surge in the stock price in less than a month, the short-selling forces targeting Pop Mart have not retreated; instead, they are building an extremely dangerous standoff. According to the latest data from S3 Partners, Pop Mart’s stock listed in Hong Kong has seen a significant

Estimates from Wall Street: "Deposit migration" is only 1 trillion yuan, not 10 trillion yuan, but it still has "significant implications" for insurance and A-shares.

Estimates from Wall Street: "Deposit migration" is only 1 trillion yuan, not 10 trillion yuan, but it still has "significant implications" for insurance and A-shares.

The “migration” of deposits has become an unavoidable topic in the market since mid-2025: when large-term deposits mature, will funds suddenly flow out from the banking system into the stock market, insurance, real estate, or consumption? Rumored maturity scale has soared from 10 trillion all the way to 70 trillion,

SMIC conference call: "12-inch lines are nearly fully loaded," AI is driving up demand for storage and squeezing orders for phones and other products; this year's capital expenditures remain high at $8.1 billion.

SMIC conference call: "12-inch lines are nearly fully loaded," AI is driving up demand for storage and squeezing orders for phones and other products; this year's capital expenditures remain high at $8.1 billion.

``` Despite the market generally being in a slow season, SMIC delivered an "unseasonably strong" performance: Sales income for the fourth quarter was $2.489 billion, a quarter-on-quarter increase of 4.5%, and capacity utilization rose against the trend to 95.7%. On February 11, SMIC Co-CEO Zhao Haijun