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After two weeks of adjustment, the positions in major U.S. tech stocks have returned to a "neutral level," or even slightly below earnings growth.

After two weeks of adjustment, the positions in major U.S. tech stocks have returned to a "neutral level," or even slightly below earnings growth.

The key to this round of correction in the US stock market is not how much the index has fallen, but the rapid cooling of the most crowded large tech trades. According to Pursuit Trading Desk, on June 12, Deutsche Bank Securities released a global asset allocation strategy update, tracking

The mystery of SpaceX's "leasing out computing power" has been explained: "technical issues" prevent meeting model training needs, so all computing power of Colossus 1 is being leased out.

The mystery of SpaceX's "leasing out computing power" has been explained: "technical issues" prevent meeting model training needs, so all computing power of Colossus 1 is being leased out.

``` SpaceX is renting out all computing power of its Memphis data center Colossus 1, and the real reason has finally surfaced—this is not a proactive strategic shift, but a pragmatic monetization forced by technical limitations. According to the latest report from Bloomberg, insiders revealed that SpaceX encountered serious latency

SpaceX’s Behind-the-Scenes IPO Drama: Outpacing OpenAI, Frenzied Acquisitions to Boost Assets, with Wall Street Led by the Nose the Entire Time

SpaceX’s Behind-the-Scenes IPO Drama: Outpacing OpenAI, Frenzied Acquisitions to Boost Assets, with Wall Street Led by the Nose the Entire Time

``` Musk gave Wall Street seven months, but never told them what the script was. On June 12, at the Nasdaq Stock Exchange in New York, SpaceX completed the largest IPO in global history. Musk rang the opening bell at SpaceX's headquarters in Starbase, Texas, while CFO Bret Johnsen

Debuting with a "seamless" finish, SpaceX has set an example for companies like OpenAI!

Debuting with a "seamless" finish, SpaceX has set an example for companies like OpenAI!

``` The largest IPO in history has landed, and AI unicorns are eyeing this report card, each calculating their own listing script. On June 12, SpaceX completed its public listing on Nasdaq. On this day, Wall Street witnessed the largest IPO ever: the opening price was $150, intraday high reached $176,

U.S. and Iran near agreement, SpaceX completes IPO; heated debate in the crypto community: Is the bottom in?

U.S. and Iran near agreement, SpaceX completes IPO; heated debate in the crypto community: Is the bottom in?

``` Bitcoin rebounded from below $60,000, reigniting speculation in the market that "the bottom has appeared." Bulls and bears are fiercely debating around ETF fund outflows, on-chain data, and macro catalysts, but analysts warn that the market has not yet shown the total panic selling seen at past

OpenAI suddenly faces joint investigation, Anthropic’s top model halted—U.S. AI regulatory crackdown escalates

OpenAI suddenly faces joint investigation, Anthropic’s top model halted—U.S. AI regulatory crackdown escalates

Attorneys general from multiple U.S. states have jointly launched an investigation into OpenAI, putting this AI giant—currently racing toward an IPO—under a fresh wave of legal pressure. According to Reuters citing informed sources, the New York attorney general, representing a coalition of state attorneys general, delivered a

Three-month return of 54%, Ping An Fund’s Yao Wenqiang: Optimistic about the AI market in July and August, don’t worry, every round of excess returns comes from macro fluctuations, optimistic about five sub-segments.

Three-month return of 54%, Ping An Fund’s Yao Wenqiang: Optimistic about the AI market in July and August, don’t worry, every round of excess returns comes from macro fluctuations, optimistic about five sub-segments.

``` On June 11, Ping An Fund manager Yao Wenqiang shared his views on AI regarding industry, investment, and strategy at the company's mid-term strategy meeting. Yao Wenqiang is the head of the TMT group and fund manager at Ping An Fund. He has a short career in the