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Long-term agreements (LTA) are revolutionizing storage valuation, and JPMorgan has significantly raised the target prices for Samsung Electronics, SK Hynix, and Kioxia under its P/E framework.

Long-term agreements (LTA) are revolutionizing storage valuation, and JPMorgan has significantly raised the target prices for Samsung Electronics, SK Hynix, and Kioxia under its P/E framework.

``` Something unprecedented in the past thirty years is happening in the memory chip industry: buyers are actively seeking to sign long-term contracts with sellers. Behind this reversal of roles is a structural surge in memory demand driven by the AI computing power arms race. Cloud service providers are beginning to

Tencent launches AI design agent platform Ardot, enabling editable design drafts to be generated with a single sentence.

Tencent launches AI design agent platform Ardot, enabling editable design drafts to be generated with a single sentence.

``` Author | Huang Yu Tencent is continuously exploring more application scenarios for Agents. On May 18, Tencent launched another AI design intelligent collaboration platform, Ardot. It is reported that Ardot is a UI/UX design tool that supports multi-person real-time collaboration, mainly targeting designers and product managers; covering the entire software

Rotation signal between stocks and bonds! Japanese government bond yields surpass dividend yields, with the interest rate gap reaching the largest since 2007

Rotation signal between stocks and bonds! Japanese government bond yields surpass dividend yields, with the interest rate gap reaching the largest since 2007

``` The yield spread between Japanese government bonds and stock dividends has widened to its highest level in nearly two decades, prompting significant market attention to the potential shift of funds from equities to bonds. The compounded yield on Japan’s 10-year government bonds is currently around 2.75%, while the

A signal unsettling veteran traders: Companies like Cisco return to their peak after 25 years.

A signal unsettling veteran traders: Companies like Cisco return to their peak after 25 years.

``` Cisco, Intel, Qualcomm, and Texas Instruments—these star stocks from the Internet bubble era are returning to the market's spotlight in a way that makes older generations of traders uneasy, after more than a quarter-century of quiet. Last Thursday, Cisco's stock price surged double digits after

Is the ultimate fate of selling snacks selling groceries? Bestore ventures into the supermarket track.

Is the ultimate fate of selling snacks selling groceries? Bestore ventures into the supermarket track.

Snack shops seem destined to inevitably end up selling vegetables. On May 16, "Bestore · Fresh Life" Hanguang store officially opened at Wuhan Hankou Urban Plaza, becoming the company's first new-format supermarket in China. From the perspective of its product range, this store is no longer just

The Iran war cost Americans an additional $41 billion in fuel expenses.

The Iran war cost Americans an additional $41 billion in fuel expenses.

The U.S. war against Iran is imposing a heavy economic cost on every ordinary consumer. According to the latest research by Brown University, since the outbreak of the Trump-Iran war, U.S. consumers have spent more than $41.5 billion in extra fuel costs, averaging about $316 per household.

Kioxia's ASP guidance far exceeds expectations—are NAND prices stronger than imagined?

Kioxia's ASP guidance far exceeds expectations—are NAND prices stronger than imagined?

Forget about Wall Street’s conservative pricing models for the storage cycle—the reality of the NAND market is far more feverish than imagined. On May 18, according to information from Wind Chasing Trading Desk, the latest research reports from JPMorgan and BofA Merrill Lynch cross-validate a harsh reality: NAND