Latest

``` Optical communication module manufacturer Eoptolink achieved operating revenue of 6.068 billion RMB in Q3, a year-on-year increase of 152.53%; net profit attributable to shareholders of the listed company reached 2.385 billion RMB, a year-on-year increase of 205.38%. The growth in performance was mainly due to the

``` Double 11 is still ongoing, and JD.com’s discount shopping brand Jingxi Self-operated has already released its two-year performance report. On October 28th, Jingxi Self-operated celebrated its second anniversary. Qiting, Vice President of JD Group and Head of Jingxi Business Unit, systematically reviewed the development path of Jingxi Self-operated

``` On the 29th, AMEC released its financial report for the first three quarters of 2025: Total operating revenue for the first three quarters was 8.063 billion yuan, an increase of approximately 46.40% year-on-year. Among them, etching equipment revenue was 6.101 billion yuan, up about 38.26% year-on-year;

``` Core Conclusion: Nvidia has given a super “conservative” (so far, at least) $500 billion revenue guidance. AI technology is accelerating empowerment of industries such as communications, quantum computing, factory manufacturing, and autonomous driving. A series of factors, such as the upward revision of 1.6T optical module revenue, are igniting

``` Author: Xu Chao Source: Hard AI   Morgan Stanley says the wave of semiconductor inflation that began with foundries and memory is now spreading downstream. OSAT (Outsourced Semiconductor Assembly and Test) providers are preparing for the first price-increase cycle since the Covid-19 pandemic. Morgan Stanley warns that strong demand for AI

``` As the market widely expects that the Federal Reserve may announce the end of its quantitative tightening (QT) policy at its meeting this Thursday, Bank of America believes that, due to increasing pressure on the money market's liquidity, the Fed may supplement bank system reserves by purchasing U.

``` In the “fog” caused by the US government shutdown leading to missing critical economic data, the Federal Reserve may make another key interest rate decision this year. Markets generally expect the FOMC to cut interest rates again and may also announce the end of its balance sheet reduction plan to