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Is "K-shaped differentiation" the destiny of the "technological revolution"?

Is "K-shaped differentiation" the destiny of the "technological revolution"?

``` Debate is intensifying over whether the current AI boom is a “long-term dividend” or a “speculative bubble”. On June 25, the macro team led by Li Chao, Chief Analyst at Zheshang Securities, released an in-depth report, reviewing five complete technological waves over the past two centuries in an attempt to

The value of Micron's long-term contracts: customers put down $22 billion upfront, the contracts are non-cancellable, and they lock in the "most profitable" gross margins in history!

The value of Micron's long-term contracts: customers put down $22 billion upfront, the contracts are non-cancellable, and they lock in the "most profitable" gross margins in history!

``` Customers must first put down a $22 billion deposit, sign irrevocable long-term contracts, and accept a pricing framework that is far more favorable to Micron than at any point in history—that is the core clause of Micron’s latest batch of Strategic Customer Agreements (SCA). According to ZF Trading

Foreign capital flees, retail investors buy in frenzy! JPMorgan explains the capital battle behind the turmoil in the South Korean stock market

Foreign capital flees, retail investors buy in frenzy! JPMorgan explains the capital battle behind the turmoil in the South Korean stock market

``` The South Korean stock market is experiencing a rare structural split in capital: foreign investors are selling at a record pace, while retail investors are stepping in with funds of a similar magnitude. The interplay of these two forces, against the backdrop of a fundamental upswing driven by the AI

Was Powell ushering in a “turning point” for the dollar? Wall Street “gets the message.”

Was Powell ushering in a “turning point” for the dollar? Wall Street “gets the message.”

``` The hawkish debut of the new Fed Chair Walsh is reshaping Wall Street’s overall view on the dollar. At his first monetary policy meeting after taking office, Walsh emphasized the central bank’s mission to fight inflation, and his strong wording quickly led markets to reprice. The dollar index

Apple price increases blamed on storage? Micron executive counters: The blame lies with previous low-price purchases, which caused storage manufacturers to stop expanding production.

Apple price increases blamed on storage? Micron executive counters: The blame lies with previous low-price purchases, which caused storage manufacturers to stop expanding production.

``` Apple and Micron are engaged in a public crossfire over responsibility for the pricing of storage chips. WallstreetCN mentioned that Apple announced on Thursday a global price increase for Mac, iPad, and multiple hardware products, with hikes as high as $300, marking the company’s largest worldwide price adjustment in

Apple and Microsoft forced to raise prices; Cook admits “unprecedented in 40 years”—is AI driving a new round of inflation?

Apple and Microsoft forced to raise prices; Cook admits “unprecedented in 40 years”—is AI driving a new round of inflation?

``` Apple and Microsoft announced price increases on the same day. This is likely not a coincidence—when the bill for the AI arms race starts getting passed on to ordinary consumers, a new wave of data center-driven inflation is quietly taking shape. On Thursday, Apple announced global price hikes for

OPEC out of control, oil prices plummet?

OPEC out of control, oil prices plummet?

``` As member states withdraw or threaten to exit one after another, OPEC is facing its greatest risk of disintegration in decades, and the prospect of oil prices falling below $50 per barrel is no longer alarmist. WallstreetCN previously reported that the UAE officially left OPEC on May 1, Iraq then