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Storage supercycle intensifies: DRAM/NAND prices rose 20-30% quarter-on-quarter in Q3, with hyperscale customers signing contracts to accept price increases in Q1 of next year.

Storage supercycle intensifies: DRAM/NAND prices rose 20-30% quarter-on-quarter in Q3, with hyperscale customers signing contracts to accept price increases in Q1 of next year.

The memory chip shortage has not eased, and cloud providers have already secured higher-priced contracts for next year. On September 19, according to the TrendFun trading platform, Bank of America Securities analyst Simon Woo released the latest memory industry research report. Channel research confirmed that the average price of DRAM

The three major A-share indices rose collectively in the morning session, with biopharmaceuticals and innovative drugs surging, and memory chips showing strength. The Hang Seng Index rose initially but then fell back, with tech stocks showing divergence.

The three major A-share indices rose collectively in the morning session, with biopharmaceuticals and innovative drugs surging, and memory chips showing strength. The Hang Seng Index rose initially but then fell back, with tech stocks showing divergence.

On September 21, A-shares rose collectively in the morning session, with the three major indices further climbing in early trading. The ChiNext index once rose by more than 1%, with the biopharmaceutical sector experiencing a surge. Stocks related to CROs, innovative drugs, weight-loss drugs, and gene testing all saw significant

Who is the mysterious buyer of the gold?

Who is the mysterious buyer of the gold?

After the Federal Reserve raised interest rates, gold prices did not fall; instead, they broke through the downtrend line since the Jackson Hole meeting—an unusual move that puzzled the market and prompted analysts to ask: who exactly is buying gold? According to the latest metals fund flow report released

How to avoid the pitfalls of AI? This is a major challenge for pension funds and sovereign wealth funds.

How to avoid the pitfalls of AI? This is a major challenge for pension funds and sovereign wealth funds.

The AI boom is eroding the diversified investment logic upon which institutional investors rely. From stocks and private equity to corporate bonds and infrastructure, AI risks have permeated almost all asset classes, plunging pension funds and sovereign wealth funds managing hundreds of billions of dollars into unprecedented difficulties. According to

Moscow suffers its "largest attack to date," Ukraine "strikes key Russian oil industry facilities," exacerbating the global "refining crisis."

Moscow suffers its "largest attack to date," Ukraine "strikes key Russian oil industry facilities," exacerbating the global "refining crisis."

The impact of geopolitical conflicts on global energy infrastructure is intensifying, with Ukraine's major drone strike on a Russian refinery in Moscow pushing the already strained global refined oil market to the brink of a new crisis. According to CCTV News , on September 20th local time, the General

South Korean media reports that "Bessant mentor" Druckenmiller will make his first visit to South Korea to discuss investment with companies such as SK Hynix, Samsung Electronics, and Doosan.

South Korean media reports that "Bessant mentor" Druckenmiller will make his first visit to South Korea to discuss investment with companies such as SK Hynix, Samsung Electronics, and Doosan.

Stanley Druckenmiller, the "Bessenter Mentor" and a leading global macro investor, has officially visited South Korea. He plans to meet with executives from major companies such as Samsung Electronics, SK Hynix, and Doosan to discuss investment opportunities. This is his first public visit to South Korea, and it

Applovin CEO: The "Darkest Hour" of a 92% Stock Price Plunge and "Self-Redemption"

Applovin CEO: The "Darkest Hour" of a 92% Stock Price Plunge and "Self-Redemption"

Today, AppLovin is one of the most valuable tech companies in the U.S., with an estimated $6 billion in cash this year and annual ad spending on its advertising platform reaching $20 billion. But few know that less than three years ago, the company's stock price plummeted