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A-shares fluctuated upwards, AI applications continue to surge, the photovoltaic industry chain is adjusting, the Hang Seng Tech Index rose nearly 2%, and tech stocks rebounded across the board.

A-shares fluctuated upwards, AI applications continue to surge, the photovoltaic industry chain is adjusting, the Hang Seng Tech Index rose nearly 2%, and tech stocks rebounded across the board.

``` AI application concept stocks continue to rise. Previously, ByteDance’s Seedance2.0 video model entered internal testing. The Xiaoyunque app allows users to try Seedance2.0 (limit of 3 free uses). Seedance2.0fast will be launched soon. On February 10, A-shares oscillated higher, with all three major stock indices making

Silicon Valley "Fried Chicken Talks": SK Hynix Chairman Holds Secret Meeting with Jensen Huang, Secures 55% HBM4 Market Share and Begins AI Infrastructure Collaboration

Silicon Valley "Fried Chicken Talks": SK Hynix Chairman Holds Secret Meeting with Jensen Huang, Secures 55% HBM4 Market Share and Begins AI Infrastructure Collaboration

In a fried chicken shop in Silicon Valley, there may not be exquisite tableware, but there are hundreds of billions of dollars' worth of business being served. According to Korean media reports, on February 5 local time, SK Group Chairman Chey Tae-won, who is visiting the U.S., and

The anxiety of optical modules: Misinterpretations of the "CPO impact" exist, and "over-concentration of chips" needs time to be digested.

The anxiety of optical modules: Misinterpretations of the "CPO impact" exist, and "over-concentration of chips" needs time to be digested.

``` Will CPO technology rapidly and comprehensively replace pluggable optical modules? This may be a typical market misunderstanding. On February 8th, analysts Song Jiaji, Huang Han, and Shi Yujie from Guosheng Securities released a report titled "Communication: The Divergence and Convergence of the Optical Module Logic," giving a detailed

Soared 15% after hours! "Optical interconnect giant" Credo's Q3 revenue guidance crushes expectations, full fiscal year growth expected to exceed 200%

Soared 15% after hours! "Optical interconnect giant" Credo's Q3 revenue guidance crushes expectations, full fiscal year growth expected to exceed 200%

``` Thanks to the explosive demand for high-speed connectivity products driven by AI infrastructure, connectivity solutions provider Credo has significantly raised its performance guidance, with revenue expectations far surpassing Wall Street’s most optimistic estimates, pushing the stock price to soar after hours. On Monday, February 9, Credo released preliminary financial

Trump: Choosing Walsh can give the U.S. economy a 15% growth boost.

Trump: Choosing Walsh can give the U.S. economy a 15% growth boost.

``` Trump directly linked his choice for Federal Reserve chair to “15% economic growth,” revealing a strong preference for more accommodative monetary policy, while Walsh’s policy performance after taking office will be subject to extremely high political and market expectations. According to Bloomberg, Trump said in an interview with Fox

U.S. software stocks rebounded strongly, with Oracle, which was previously "cut in half," surging nearly 10%, marking its biggest gain since September.

U.S. software stocks rebounded strongly, with Oracle, which was previously "cut in half," surging nearly 10%, marking its biggest gain since September.

Overnight, U.S. software stocks collectively rebounded as Wall Street analysts spoke out against the “doomsday theory” that artificial intelligence will disrupt the software industry, saying the market is excessively pessimistic. Leading stocks such as Oracle saw sharp rebounds, and the tech giants’ commitments to increasing capital expenditures also helped

Stuck at the “AI power supply bottleneck”! “Gas turbine giant” GE Vernova’s stock price hits a record high, up over 500% since the beginning of 2024

Stuck at the “AI power supply bottleneck”! “Gas turbine giant” GE Vernova’s stock price hits a record high, up over 500% since the beginning of 2024

``` As AI data centers push up electricity demand, gas turbines have become critical bottleneck equipment. The production capacity crisis of gas turbine manufacturer GE Vernova has evolved into a "battle for orders," with customers needing to pay non-refundable deposits four years in advance for deliveries scheduled for 2030.