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Just this Thursday, Nvidia’s better-than-expected performance is already a sure thing, and the market is most concerned about the speed of Blackwell’s capacity ramp-up.

Just this Thursday, Nvidia’s better-than-expected performance is already a sure thing, and the market is most concerned about the speed of Blackwell’s capacity ramp-up.

``` Author: Dong Jing Source: Hard AI This week, the global market’s attention will once again focus on the AI giant—Nvidia, which will release its Q3 earnings report this Thursday. JPMorgan stated that Nvidia is highly likely to again deliver a “beat-and-raise” performance. On November 18, according to Hard

After Jensen Huang's visit to Taiwan, Morgan Stanley raised TSMC's CoWoS capacity forecast: Expansion must exceed 20% by 2026 to keep up with 3nm capacity growth.

After Jensen Huang's visit to Taiwan, Morgan Stanley raised TSMC's CoWoS capacity forecast: Expansion must exceed 20% by 2026 to keep up with 3nm capacity growth.

``` Morgan Stanley has raised its expectations for TSMC's advanced packaging (CoWoS) capacity, forecasting that to match the growth in 3nm chip production, CoWoS capacity will need to expand by more than 20% by the end of 2026. This adjustment highlights the tremendous supply chain pressure brought about by

The fifth profitable new energy vehicle company is about to emerge.

The fifth profitable new energy vehicle company is about to emerge.

``` Author | Wang Xiaojuan Editor | Huang Yu After causing a sensation across the internet with humanoid robots, XPeng has delivered a record-breaking third quarter financial report. “XPeng's gross margin surpassed 20% for the first time in the third quarter, and net losses have further narrowed. Our goal is to

Just now, a debate broke out between Chinese and American robots.

Just now, a debate broke out between Chinese and American robots.

A “no acceleration, no remote control” robot video has surprisingly made Silicon Valley bigwigs restless Recently, a robot video from a Chinese startup has caused a global sensation. What's even more interesting is that this video not only showcases astonishing technological prowess, but also unexpectedly sparked a “real

Bitcoin sell-off triggers market panic, causing a "self-reinforcing" downward spiral?

Bitcoin sell-off triggers market panic, causing a "self-reinforcing" downward spiral?

```html The chain reaction triggered by Bitcoin falling below a key price level is evolving into a cross-market sell-off. Panic sentiment is spreading from the cryptocurrency market to traditional assets, with market participants warning that a "self-reinforcing" downward mechanism may be forming. During Tuesday’s Asian trading session,

Kazuo Ueda informs Sanae Takaichi: The Bank of Japan will continue to raise interest rates cautiously.

Kazuo Ueda informs Sanae Takaichi: The Bank of Japan will continue to raise interest rates cautiously.

``` Bank of Japan Governor Kazuo Ueda has sent a clear signal that the BOJ will continue on a path of cautious rate hikes. On Tuesday, after meeting with the Prime Minister, Kazuo Ueda told the media that he had informed Sanae Takaichi that the Bank of Japan "is gradually

Japanese debt crisis reappearing? Fiscal stimulus concerns intensify, Japan faces triple blow in stocks, bonds, and currency, long-term bond yields hit new highs again.

Japanese debt crisis reappearing? Fiscal stimulus concerns intensify, Japan faces triple blow in stocks, bonds, and currency, long-term bond yields hit new highs again.

Concerns over a new round of large-scale economic stimulus are causing upheaval in Japan’s bond market. Investors worry that Prime Minister Sanae Takaichi’s fiscal expansion will weaken Japan’s already fragile public finances, triggering a wave of selling that is pushing long-term Japanese government bond yields to record