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Does Salesforce shatter the doomsday theory? Bank of America pours cold water: Traditional "per-seat fee" model is still being eroded by AI, and new businesses cannot yet support high valuations.

Does Salesforce shatter the doomsday theory? Bank of America pours cold water: Traditional "per-seat fee" model is still being eroded by AI, and new businesses cannot yet support high valuations.

Salesforce's latest quarterly report has dispelled the market's extreme concerns that "AI will disrupt CRM platforms," but Bank of America believes that AI's structural erosion of the traditional "per-seat" model continues, and the size of emerging AI businesses is not

Despite a 39% increase in deliveries, Lotus Sports Cars still suffered a loss of $151 million in the first half of the year.

Despite a 39% increase in deliveries, Lotus Sports Cars still suffered a loss of $151 million in the first half of the year.

Lotus's sales finally rebounded after the hybrid model was launched. On August 27, Lotus Technologies released its 2026 interim report. In the first half of the year, it delivered 3,904 vehicles, a year-on-year increase of 39%; revenue reached $268 million, an increase of 23%; and gross margin

Discussing "Explosive growth in Chinese B2B AI revenue, Nvidia still 'monopolizes' the market, and the Hormuz and Jackson Hole cycles," a Goldman Sachs trader commented: "Everything seems to be going very well."

Discussing "Explosive growth in Chinese B2B AI revenue, Nvidia still 'monopolizes' the market, and the Hormuz and Jackson Hole cycles," a Goldman Sachs trader commented: "Everything seems to be going very well."

Following Nvidia's earnings season, its AI investment logic has once again received strong support. According to the trading platform, Rich Privorotsky, a FICC and equity trader at Goldman Sachs, pointed out in a market briefing on the 27th that from the explosive growth of B-end revenue of Chinese

From "talking" to "summoning": Trump to convene refiners and fuel retailers next week, escalating oil price intervention ahead of midterm elections.

From "talking" to "summoning": Trump to convene refiners and fuel retailers next week, escalating oil price intervention ahead of midterm elections.

With the November midterm elections approaching, the Trump administration's intervention in gasoline retail prices is escalating from social media pronouncements and Justice Department investigations to directly convening meetings with refiners and fuel retailers to pressure them to lower prices. On August 27, Reuters, citing sources familiar with the

The ChiNext index rose 1% in the morning session before turning negative. Cybersecurity and computing hardware stocks rallied collectively, while the Hang Seng Index and Hang Seng Tech Index fluctuated higher, with most tech stocks rising.

The ChiNext index rose 1% in the morning session before turning negative. Cybersecurity and computing hardware stocks rallied collectively, while the Hang Seng Index and Hang Seng Tech Index fluctuated higher, with most tech stocks rising.

On August 28, A-shares fluctuated upwards, with the three major stock indexes rising collectively in early trading. However, the Shenzhen Component Index and the ChiNext Index turned negative during the session. Previously, the ChiNext Index had risen by more than 1%. Stocks related to computing power hardware, AI office, and

Hynix CEO: Storage shortage will continue until the end of 2030, and there is no need to worry about demand after that.

Hynix CEO: Storage shortage will continue until the end of 2030, and there is no need to worry about demand after that.

SK Hynix CEO Guo Luzheng made a long-term optimistic assessment of the global memory chip market, providing strong support for the continued prosperity of the semiconductor industry. On August 27th local time, Guo Lu held a press conference after the groundbreaking ceremony for an advanced AI storage packaging production base

Salesforce surges 23%, triggering a SaaS rebound as Wall Street re-bets on traditional software.

Salesforce surges 23%, triggering a SaaS rebound as Wall Street re-bets on traditional software.

SaaS stocks rebounded across the board, with Salesforce surging 23% in a single day, reigniting Wall Street's enthusiasm for software stocks. Software stocks rebounded sharply on Thursday after Salesforce released better-than-expected quarterly results, with a clear reversal in sentiment in the SaaS sector, which had been suppressed by