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Investors who can identify the turning point of the S-curve often enter at undervalued prices before exponential growth launches, and enjoy excess returns over the years. AI is currently at such a turning point. Alex Sacerdote, founder of Whale Rock Capital—a well-known US hedge fund heavy on tech stocks—

As SpaceX's launch frequency continues to climb, a counterintuitive trend is emerging: the market's premium valuation per launch is not being diluted, but rather rising significantly. This phenomenon is not driven by sentiment, but is a direct reflection of a fundamental transformation in its business model.

``` Author | Huang Yu Amid the AI infrastructure boom, Paiou Cloud is unwilling to easily give up the opportunity to make a splash in the capital market. On June 10, Pai Xiang Future Group (hereinafter referred to as "Paiou Cloud") once again submitted a listing application to the Hong

The structural divergence of the current A-share bull market has reached a historical extreme, but the continuous improvement of fundamentals and the ongoing inflow of incremental funds are creating conditions for market rotation. In this bull market that started on September 24, 2024, technology sectors represented by communications and electronics

``` The global semiconductor silicon wafer industry has officially entered an upward cycle with both volume and price rising. Driven by the accelerated commercial deployment of artificial intelligence (AI) large models and the aggressive expansion of major global wafer fabs, the semiconductor silicon wafer market is emerging from a two-year inventory

``` WeChat has completed A2A protocol integration with five Chinese smartphone manufacturers—Huawei, Honor, Xiaomi, OPPO, and vivo—forming a transaction chain with AI as the hub. The core of this mechanism is not a functional upgrade, but the shift of the transaction entry point—from the app front end to

``` On June 10, Xiaopeng Group Chairman and CEO He Xiaopeng announced to all employees via an internal letter that, effective immediately, he will personally serve as CEO of the robotics business. In the letter, He Xiaopeng likened the current commercialization milestone of the IRON humanoid robot to the eve of