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Farewell to blind spending! MiniMax’s first financial report “wows” Wall Street: Achieves 131% high growth with low R&D costs, profitability exceeds expectations

Farewell to blind spending! MiniMax’s first financial report “wows” Wall Street: Achieves 131% high growth with low R&D costs, profitability exceeds expectations

MiniMax's first financial report after its Hong Kong IPO delivered results far exceeding expectations, with explosive growth in API demand and efficient R&D investment emerging as the biggest highlights. On March 2, JPMorgan and Goldman Sachs both released research reports interpreting MiniMax's 2025 Q4

Paving the way for the release of the new CPO solution? Nvidia heavily invests in optical interconnects, aiming to establish a "supply safeguard" for CPO.

Paving the way for the release of the new CPO solution? Nvidia heavily invests in optical interconnects, aiming to establish a "supply safeguard" for CPO.

NVIDIA spends $4 billion to acquire shares in two major optical communication giants, locking in key production capacity ahead of the "optical interconnect" era for next-generation AI computing architectures. On March 2nd, local time, NVIDIA announced it had established multi-year partnerships with optical communication component manufacturers Coherent and

The three major A-share stock indexes all turned lower, oil and gas stocks continued to surge, the defense industry collectively adjusted, the Hang Seng Index and Hang Seng Tech Index opened high and moved lower, and non-ferrous metals plunged.

The three major A-share stock indexes all turned lower, oil and gas stocks continued to surge, the defense industry collectively adjusted, the Hang Seng Index and Hang Seng Tech Index opened high and moved lower, and non-ferrous metals plunged.

``` A-share oil and gas stocks continue to surge. According to CCTV News, US Defense Secretary Hegseth confirmed on Monday that the US military has not yet deployed ground troops inside Iran, but also said that no options are ruled out. On March 3, all three major A-share indexes opened higher

Net outflow reached $1.7 billion in the first quarter! Blackstone Group's flagship private credit fund becomes the "PE barometer."

Net outflow reached $1.7 billion in the first quarter! Blackstone Group's flagship private credit fund becomes the "PE barometer."

Blackstone’s flagship private credit fund has experienced large-scale redemptions, reflecting an accelerated erosion of retail investor confidence in this asset class. According to Blackstone’s securities filing on Monday (March 2), its $82 billion private credit fund (BCRED) received redemption requests this quarter amounting to 7.9% of fund

Chip "first choice" Nvidia, replacing memory; Morgan Stanley's reasoning: the stock price has lagged for a long time, and the "growth peaking in 2026" theory has been disproven.

Chip "first choice" Nvidia, replacing memory; Morgan Stanley's reasoning: the stock price has lagged for a long time, and the "growth peaking in 2026" theory has been disproven.

``` NVIDIA’s stock price has barely moved over the past two quarters, but Morgan Stanley’s assessment is: the fundamentals are actually getting stronger, and the market is stuck on two issues—whether growth can “endure” through 2026, and whether market share will gradually be eroded by ASICs and AMD.

The first AI Spring Festival showdown—who won?

The first AI Spring Festival showdown—who won?

Is the 8 billion burn just a flow bubble or real gold? Morgan Stanley revisits the 2026 Chinese New Year AI app battle in their latest research report, According to Hard AI, the 2026 Chinese New Year saw China's consumer AI sector face its first large-scale subsidy-driven user

U.S. stocks are "unusually calm." Faced with the risk from Iran, is the market waiting or complacent?

U.S. stocks are "unusually calm." Faced with the risk from Iran, is the market waiting or complacent?

``` Geopolitical tensions in the Middle East escalated over the weekend, but the US stock market showed an unexpectedly “calm” response. On March 2nd, the US stock market initially reacted with a sell-off at the opening, but quickly digested the shock: stocks rebounded more than 1% from the early lows and