All-Weather Media

Latest

Nomura Optical Communications Electronic Chip Experts Meeting: 1.6T supply is the main bottleneck, and the shortage will last until at least the second half of 2027.

Nomura Optical Communications Electronic Chip Experts Meeting: 1.6T supply is the main bottleneck, and the shortage will last until at least the second half of 2027.

The 1.6T optical module digital signal processor (DSP) is facing a structural supply gap, and this gap will last until at least the second half of 2027. This is the core judgment revealed by Nomura in a conference call with AI infrastructure service providers experts organized on September 22.

Is the AI replacement trend overestimated? Barclays: Only 20% of core workplace skills can be highly replicated, but the amplification effect has already quietly spread.

Is the AI replacement trend overestimated? Barclays: Only 20% of core workplace skills can be highly replicated, but the amplification effect has already quietly spread.

The impact of AI on the labor market may be more subtle, but also more profound, than the market narrative suggests. A recent Barclays study shows that only about 20% of core workplace skills can be highly replicated by AI, suggesting that concerns about a large-scale "replacement wave"

A sports nutrition brand incubated by Mengniu has received investment from Li Ning.

Maisheng, a sports nutrition brand incubated by Mengniu, has introduced another batch of industry shareholders. Recently, professional sports nutrition brand Myson announced the completion of a nearly 100 million RMB Series A+ financing round. Investors in this round include CITIC Agriculture Industry Fund, Li-Ning Company, and Extraordinary Sports. The funds

OPPO adds an "E" to the Find X for the first time, maintaining its flagship status at 4999 yuan.

OPPO adds an "E" to the Find X for the first time, maintaining its flagship status at 4999 yuan.

Following vivo, OPPO has joined the battle of domestic flagship phones in September. On September 22, OPPO officially launched the Find X10 series, bringing three models: Find X10 E, Find X10, and Find X10 Pro Max, with starting prices of 4,999 yuan, 5,499 yuan, and 6,799 yuan

AI-powered stealth skeleton emerges! Morgan Stanley: $10 billion in growth potential for CCL and copper foil sectors.

AI-powered stealth skeleton emerges! Morgan Stanley: $10 billion in growth potential for CCL and copper foil sectors.

Kingboard Laminates bucked the market trend on Wednesday, surging over 6% to HK$49, becoming a striking signal in the AI infrastructure materials chain. Behind this surge lies a structural opportunity revealed in an in-depth industry report by Morgan Stanley—copper clad laminates (CCL) and copper foil, two basic materials

The top brokerage firm leader will change hands, with Zou Yingguang succeeding Zhang Youjun.

The top brokerage firm leader will change hands, with Zou Yingguang succeeding Zhang Youjun.

The "top brokerage firm" is about to welcome a new leader. According to multiple sources confirmed by Wall Street News, CITIC Securities made internal arrangements for personnel adjustments on September 22, with Zhang Youjun retiring and current General Manager Zou Yingguang taking over. This means that Zhang Youjun,

Goldman Sachs believes that "US inflation is overestimated," mainly due to "temporary tariffs" and "AI statistical bias."

Goldman Sachs believes that "US inflation is overestimated," mainly due to "temporary tariffs" and "AI statistical bias."

Goldman Sachs recently pointed out that although core inflation in the United States appears to be higher than that of most economies globally, a deeper analysis of the inflation basket reveals that the United States is actually facing lower inflationary pressures than other countries, and current data is largely distorted