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``` Retail investors are shifting from being staunch supporters of the U.S. stock market to cautious theme hunters, with their willingness to make broad bets on the market at its lowest level since the pandemic. According to Vanda Research, net inflows from retail investors into U.S. stocks over the

``` As U.S. stock valuations continue to remain at high levels, earnings season is becoming a true "two-way massacre"—beating expectations no longer guarantees a rise in share prices, and even minor flaws can lead to severe punishment. The market's tolerance for corporate earnings has dropped

``` European stock markets are rising and are now receiving new fundamental support. After nearly two years of continuous downward revisions to earnings expectations, the earnings outlook for European companies has significantly improved. According to Citi's tracker for earnings expectation revisions, the number of upward revisions to European corporate

``` From rocket manufacturing and satellite hardware to ground terminal equipment—the industry is now standing at a historic inflection point for large-scale expansion. According to Wind Chasing Trading Desk, Goldman Sachs released its latest global tech report on Tuesday, raising its forecast for low Earth orbit (LEO) satellite base installations

In his latest interview, Musk painted a vision of SpaceX’s commercial possibilities over the next ten years: not only planning to deploy "space AI data centers" within two years to break Earth’s computing bottleneck, but also setting an aggressive timeline—landing on the Moon within three

``` China's AI large models are standing at a historic turning point. Goldman Sachs believes that the intelligence performance of China's open-source/open-weight large models has approached that of the world's top proprietary models. The adoption scale among domestic companies and global SMEs is rapidly

The global landscape of cutting-edge AI competition is undergoing a profound reshaping. SemiAnalysis's latest report points out that, after a year of aggressive capital investment and organizational restructuring, Meta's Meta Superintelligence (MSL) is expected to surpass Google in cutting-edge AI capabilities within the next six months.