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Morgan Stanley's Wilson: Undeterred by the Iran conflict, S&P 500 earnings will grow 20% in the next year.

Morgan Stanley's Wilson: Undeterred by the Iran conflict, S&P 500 earnings will grow 20% in the next year.

Despite ongoing turmoil in the Middle East affecting the markets, some Wall Street strategists are turning their focus to the resilience of U.S. corporate earnings, viewing it as a key support for the stock market. Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist at Morgan Stanley,

Ceasefire probability at 50%, Goldman Sachs divides investors into three major camps, saying "it's too early to celebrate now."

Ceasefire probability at 50%, Goldman Sachs divides investors into three major camps, saying "it's too early to celebrate now."

Driven by expectations of ceasefire negotiations between the US and Iran, the market continues to climb, but Goldman Sachs warns that interest rate volatility is the core threat facing global risk assets at present. It is too early to declare "all clear." Rich Privorotsky, head of Goldman Sachs

Google releases KV cache compression technology; storage demand expected to be impacted, U.S. storage stocks collectively decline.

Google releases KV cache compression technology; storage demand expected to be impacted, U.S. storage stocks collectively decline.

``` Google Research recently launched a new KV cache compression method called TurboQuant. It is said that this technology can reduce the cache memory usage of large language models by at least 6 times without loss of accuracy, and achieve up to 8 times acceleration, aiming to solve the memory bottleneck

Trump forms technology committee: Zuckerberg, Jensen Huang, Ellison, and 13 other big names may be nominated

Trump forms technology committee: Zuckerberg, Jensen Huang, Ellison, and 13 other big names may be nominated

``` The Trump administration is bringing the most influential leaders of America's technology companies into its policymaking circle for artificial intelligence. This move marks a profound shift in the relationship between Silicon Valley and the White House, and also reflects the current administration's view of AI dominance

Inflation pressures are quietly rising, and U.S. import prices have seen the largest increase since 2022.

Inflation pressures are quietly rising, and U.S. import prices have seen the largest increase since 2022.

``` U.S. import costs recorded the largest monthly increase in nearly four years in February, sharply raising market concerns about a resurgence of U.S. inflation and further narrowing the Fed's room for rate cuts. Data released by the U.S. Department of Labor on Wednesday showed that

So-Young’s “heavy asset game” is urgently awaiting its moment of profitability

So-Young’s “heavy asset game” is urgently awaiting its moment of profitability

``` In the second quarter of last year, So-Young encountered its most difficult financial period. At that time, So-Young was at a crossroads, switching from platform advertising to a heavy-asset chain medical aesthetics service business, and the pain of transformation was particularly severe. Because it entered the offline light medical aesthetics

WPS accounts for sixty percent of revenue. Is Kingsoft Software breaking free from "game dependency"?

WPS accounts for sixty percent of revenue. Is Kingsoft Software breaking free from "game dependency"?

On March 25th, Kingsoft officially disclosed its annual performance report for the year ending December 31, 2025. At a time when the tech industry faces dual challenges of growth and efficiency, Kingsoft delivered a distinctly characteristic scenario: the group’s annual revenue recorded 9.683 billion yuan, a slight year-over-year