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The wave of artificial intelligence is reshaping the valuation logic of the semiconductor industry. As AI-driven demand explodes, the storage chip market is undergoing a significant divergence. According to ZF Trading Desk, a Morgan Stanley research report published on January 20 indicates that in the first half of 2026, DRAM

``` Meta’s new AI lab delivers its first key models, Zuckerberg’s restructured strategy shows initial results. Meta Platforms’ Chief Technology Officer Andrew Bosworth revealed on Wednesday that the Meta Superintelligence Lab, founded last year, delivered its first batch of key AI models internally this month, marking the preliminary achievements

``` Despite the Trump administration’s threats to impose tariffs on European countries and Japan’s political instability impacting the global bond market, and even though U.S. stocks suffered their biggest drop since last October on Tuesday, Wall Street strategists believe that the foundation for a market rally remains solid,

Over the past nine months, Wall Street's popular "TACO trade" strategy is facing a paradoxical dilemma. The strategy is based on the assumption that "Trump always chickens out," but investors' calm responses may themselves be stopping Trump from making policy concessions. Earlier, Trump’

``` After Shanghai Pudong Development Bank and China CITIC Bank, Industrial Bank has released its 2025 report card. In the recently disclosed performance report, this joint-stock bank’s revenue and profit growth rates have almost drawn a parallel line— In 2025, Industrial Bank achieved operating income of 212.741 billion yuan,

Shenzhen Derimile Technology Co., Ltd. (hereinafter referred to as "Derimile") has released its 2025 performance forecast. Driven by the recovery in the storage industry spurred by AI demand, the company expects a significant increase in annual net profit, with revenue likely to surpass the 10 billion yuan mark.

To optimize global asset allocation and support its massive overseas investment commitments, the Qatar Investment Authority (QIA) is considering initiating a major structural reorganization. According to Bloomberg, citing sources familiar with the matter, the Qatar Investment Authority, which manages approximately $580 billion in assets, is exploring the possibility of spinning