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The "biggest rival" of optical modules—when will CPO truly achieve mass production?

The "biggest rival" of optical modules—when will CPO truly achieve mass production?

``` Co-Packaged Optics (CPO) technology is seen as a potential disruptor to traditional optical modules, but its path to large-scale mass production is much longer than the market anticipated. According to Digitimes, driven by the wave of upgrades in cloud AI infrastructure, the commercialization process of CPO technology continues to attract

Considering the first dividend after listing, Japan's leading NAND company sees transaction volume exceed one trillion yen for two consecutive days.

Considering the first dividend after listing, Japan's leading NAND company sees transaction volume exceed one trillion yen for two consecutive days.

``` Multiple factors, including the AI-driven storage super cycle and anticipated first dividend, have jointly pushed Kioxia Holdings to the top of the Japanese stock market trading value rankings. From April 8 to 9, Tokyo-listed Kioxia Holdings saw its trading value exceed one trillion yen for two consecutive days, recording 1.

The “lasting harm” of war to the dollar system—global central bank gold reserves “surpass” dollar reserves for the first time

The “lasting harm” of war to the dollar system—global central bank gold reserves “surpass” dollar reserves for the first time

``` The erosion of dollar hegemony is now appearing in a quantifiable manner. On Friday, Bloomberg macro strategist Simon White wrote that, under the impact of the US-Iran war, the value of gold reserves held by global central banks has, for the first time, surpassed the size of dollar reserves (after

China's CPI in March rose 1% year-on-year, previous value was 1.3%. China's PPI in March rose 0.5% year-on-year, estimate was 0.4%, previous value was -0.9%.

China's CPI in March rose 1% year-on-year, previous value was 1.3%. China's PPI in March rose 0.5% year-on-year, estimate was 0.4%, previous value was -0.9%.

China's CPI in March increased by 1% year-on-year, compared to the previous value of 1.3%. China's PPI in March increased by 0.5% year-on-year, estimated at 0.4%, compared to the previous value of -0.9%. National Bureau of Statistics: In March, after the long

DeepSeek "makes a move" in a small city of 2 million people—Liang Wenfeng "takes a liking" to Ulanqab?

DeepSeek "makes a move" in a small city of 2 million people—Liang Wenfeng "takes a liking" to Ulanqab?

``` Taking the high-speed rail from Beijing, it takes less than two hours to reach Ulanqab in western Inner Mongolia. This is a city with 2 million people in Inner Mongolia, known for its grasslands, volcanoes, milk skin, and mutton. It has also become a popular tourist destination because it sits

"Ignore stocks, interest rates are the key": Goldman Sachs Delta-One trading desk warns, "The current risk/reward ratio feels very poor."

"Ignore stocks, interest rates are the key": Goldman Sachs Delta-One trading desk warns, "The current risk/reward ratio feels very poor."

Goldman Sachs believes that the risk-reward attractiveness of US stocks has declined, and technical support cannot hide fundamental concerns. This week, Rich Privorotsky, head of Goldman Sachs’ Delta-One trading desk, issued a warning: While technical demand still provides support for the stock market, current valuations are worrying, the risk-reward ratio

Vultures smell blood? Star hedge fund manager Ackman revives his "doomsday strategy," repeating his contrarian bets from the pandemic.

Vultures smell blood? Star hedge fund manager Ackman revives his "doomsday strategy," repeating his contrarian bets from the pandemic.

Bill Ackman is planning a new big bet. The billionaire investor seeks to replicate the brilliance of his pandemic-era "doomsday trade" by setting up a new fund dedicated to wagering against market complacency, deploying a new asymmetric trading strategy amid heightened market turmoil. According to sources, Pershing Square,