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Strong start to the new year! With surging AI demand and tightening supply, storage chips see a collective rebound.

Strong start to the new year! With surging AI demand and tightening supply, storage chips see a collective rebound.

``` Driven by the continued expansion of artificial intelligence infrastructure construction, strong demand and supply bottlenecks have jointly pushed up storage chip prices. This not only led to a strong rebound in the global semiconductor sector at the beginning of the new year, but also sparked strong market expectations for a

AI forges the strongest moat in history? JPMorgan Asset Management: Two major mid-term risks conceal a liquidation crisis

AI forges the strongest moat in history? JPMorgan Asset Management: Two major mid-term risks conceal a liquidation crisis

If the current US stock market could be summarized in one sentence, it would be: **AI is “smotheringly” dominating everything.** According to Chasing Wind Trading Desk, JPMorgan Asset Management (JPMAM) released its 2026 outlook report "Smothering Heights" on January 1st, pointing out that since ChatGPT was released in

Overseas preparations for mass production are underway. How far has the progress of brain-computer interfaces come in China?

Overseas preparations for mass production are underway. How far has the progress of brain-computer interfaces come in China?

Brain-computer interfaces (BCIs) are at a key turning point, transitioning from “scientific research” to “commercial implementation.” Neuralink, owned by Elon Musk, has announced it will begin mass production in 2026, and this clear timeline has sparked significant market expectations. Meanwhile, China is accelerating its catch-up both in policy (15th Five-Year

Expansion cannot stop! Citi: Samsung, TSMC, and Intel, the three giants, will have positive guidance for capital expenditure.

Expansion cannot stop! Citi: Samsung, TSMC, and Intel, the three giants, will have positive guidance for capital expenditure.

Citibank expects the upcoming 2026 capital expenditure guidance from the three semiconductor giants — TSMC, Samsung, and Intel — to be positive, which will inject strong momentum into the global wafer fab equipment (WFE) market. The bank maintains its view that the semiconductor equipment industry is in the second phase of an

Brain-computer interface "unicorn" Qiangnao Technology has completed a 2 billion yuan financing round, making it the second largest after Musk's Neuralink.

Brain-computer interface "unicorn" Qiangnao Technology has completed a 2 billion yuan financing round, making it the second largest after Musk's Neuralink.

Leading company in the brain-computer interface field, Strong Brain Technology, recently completed a financing round of approximately 2 billion yuan, setting the world's second-largest fundraising record in this sector after Neuralink, and marking that the commercialization of this frontier technology is now strongly backed by top-tier capital. According

Bank of America is optimistic about Chinese consumer stocks for three main reasons: low base, deep undervaluation, and "convertible bond-like" defensiveness.

Bank of America is optimistic about Chinese consumer stocks for three main reasons: low base, deep undervaluation, and "convertible bond-like" defensiveness.

``` Bank of America Merrill Lynch clearly stated in its latest report that it is optimistic about China’s consumer stocks sector, with its core support based on three key changes: low base effect opening a window for recovery, valuations dropping to historical lows, and asset attributes showing “convertible bond–like”

Asian stock markets see the strongest annual start in history, with both Japanese and South Korean stocks surging.

Asian stock markets see the strongest annual start in history, with both Japanese and South Korean stocks surging.

``` Asian stock markets started 2026 with historic strength, as several major indices hit record highs. The MSCI Asia Pacific Index rose about 4% over the first four trading days of the year, marking the best start since records began in 1988. Japanese stocks led the rally, with the TOPIX and