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Electrostatic RAM vs DRAM: In the era of AI computing power, capacitors are retracing the path of memory value reassessment

Electrostatic RAM vs DRAM: In the era of AI computing power, capacitors are retracing the path of memory value reassessment

``` There is a huge gap in market expectations regarding AI hardware: capital is fixated on GPU shipments, but overlooks the "energy wall" hidden behind the explosive growth in computing power. On June 20, Guojin Securities pointed out in its latest research report that capacitors are becoming the "

After four consecutive weeks of buying, hedge funds made a sharp reversal, with short-selling forces leading to net sales in U.S. stocks.

After four consecutive weeks of buying, hedge funds made a sharp reversal, with short-selling forces leading to net sales in U.S. stocks.

``` Hedge funds' attitude toward the US stock market shifted noticeably last week. According to the latest data from Goldman Sachs’ prime brokerage, after four consecutive weeks of net buying, hedge funds turned to net selling in the week from June 12 to June 18. The expansion of short positions

Corporate and personal credit surge simultaneously! SocGen’s top bear: The U.S. economy is teetering on the edge of a cliff, with its fate hinging entirely on AI.

Corporate and personal credit surge simultaneously! SocGen’s top bear: The U.S. economy is teetering on the edge of a cliff, with its fate hinging entirely on AI.

``` The US economy is undergoing a profound structural transformation, shifting rapidly from the post-financial crisis era of deleveraging to a debt-driven growth model, with AI at the core of this change. Albert Edwards, strategist at Société Générale, warned in his latest weekly report that the simultaneous surge in corporate and

Oil prices, the Federal Reserve, and ETF funds—these three forces will determine the fate of gold.

Oil prices, the Federal Reserve, and ETF funds—these three forces will determine the fate of gold.

Gold’s performance this year has been full of ups and downs. The Middle East conflict failed to make it a safe-haven asset, the Fed’s hawkish stance suppressed ETF buying, but central banks’ sustained gold purchases continued to provide a bottom support. Now, with signs of de-escalation in the

U.S. and Iran reach agreement document; Japanese stocks hit new record highs; oil prices surge then retreat; gold prices rebound

U.S. and Iran reach agreement document; Japanese stocks hit new record highs; oil prices surge then retreat; gold prices rebound

Substantial progress in US-Iran negotiations has pushed Asian stock markets higher, oil prices down, and gold prices rebounding. Global markets are searching for a new balance as geopolitical risk is repriced. On Monday, the MSCI Asia Pacific Index rose by over 1%, the Nikkei 225 hit a historic intraday high,

The ChiNext Index rose 1%, the semiconductor industry chain surged again, the Hang Seng Index fell 2%, AI large models defied the trend with explosive growth, and Zhipu soared 30%, with its market value surpassing one trillion.

The ChiNext Index rose 1%, the semiconductor industry chain surged again, the Hang Seng Index fell 2%, AI large models defied the trend with explosive growth, and Zhipu soared 30%, with its market value surpassing one trillion.

``` On June 22, A-shares oscillated and rose during the morning session. The Shanghai Composite lingered near the flat line, while the Shenzhen Component and ChiNext indices moved higher. The ChiNext was up 1%. The semiconductor industry chain surged again, with semiconductor materials and third-generation semiconductor concept stocks rising strongly. Cultured

South Korea's exports rose 60% in the first 20 days of June, with chip exports soaring 188.4%.

South Korea's exports rose 60% in the first 20 days of June, with chip exports soaring 188.4%.

``` Demand for AI chips continues to surge, and South Korea’s export data has once again exceeded market expectations. On June 22, South Korea’s customs released data showing that exports in the first 20 days of June increased by 49.7% year-on-year (after adjusting for working days), continuing the