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Hong Kong-listed AI leaders continued their pullback, prompting the market to re-evaluate the high-growth logic of large-scale model companies. As rapid expansion of ARR (Automatic Real-Time Ratio) becomes a market consensus, computing power supply, customer concentration, gross margin, and profitability are becoming key factors determining whether valuations can continue to

Tensions in the Middle East have escalated again, posing a serious threat to Saudi Arabia's energy supply security. On September 8, Houthi rebels in Yemen launched attacks on several cities in southern Saudi Arabia, setting fires at numerous energy facilities and forcing some operations to halt. International oil

China's integrated circuit imports continued their strong momentum in August, driven by a shortage of memory chips fueled by global AI infrastructure development, which in turn led to sustained demand. Crude oil imports also rebounded. According to the latest data released by China's General Administration of

As the world's most powerful consumer electronics buyers begin to abandon their efforts to drive down prices and instead sign long-term contracts that "may not have a price ceiling," the pricing power in the memory chip market is undergoing a fundamental shift. On September 8, South

On September 8 , Arm launched its second-generation mobile computing subsystem, CSS for Mobile 2, at its annual Arm Everywhere China conference in Shanghai . The most noteworthy change in this new platform is in the GPU . For the first time, Arm has integrated a dedicated neural network accelerator into a Mali

After deploying 2,000 battery swapping stations in cities, CATL is accelerating its efforts to connect cities. On September 8th, Wall Street News learned from Times Electric Service that the Chocolate Battery Swapping Station at the Laohekou Service Area in Hubei Province has recently been officially put into operation. A

Micron Technology's stock price has returned to the $1,000 mark, and market attention has turned to the quarterly earnings report at the end of this month. On Friday, Micron Technology closed up 6.1% at $1,016.59, marking its first close above $1,000 since August