The market of Hong Kong and the United States is in full control!
Following NVIDIA’s lead as a 'role model,' both Google and Broadcom have started emulating its approach, moving toward a closed-loop AI chip strategy.
wallstreetcn · 09:10
U.S. Markets Close | Reopening of the Strait of Hormuz Boosts Sentiment; Nasdaq Rises Nearly 2%; Semiconductor Index Surges 6.4% in a Single Day, with Chipmakers Including Intel, Micron Technology, and Taiwan Semiconductor Hitting New Highs; Gold Under Pr
wallstreetcn · Jun 19 06:38
The excitement from the listing has yet to fade, and Wall Street is already speculating about a potential merger between SpaceX and Tesla.
wallstreetcn · Jun 18 21:36
U.S. Stock Market Close | Waller's debut spooks markets, sending all three major indices lower; semiconductor index gains amid broad losses, with Broadcom and Marvell up 4% and Intel rising over 3%; SpaceX falls for the first time; gold declines
wallstreetcn · Jun 18 06:16
Duan Yongping's Latest Comments on Kweichow Moutai, Pop Mart, NVIDIA, and SpaceX
Stock Star · Jun 17 18:42
How should one interpret upstream inflation and downstream deflation in AI?
wallstreetcn · Jun 17 10:15
U.S. Market Close | Investors Await Wallsh's Debut; Mixed Performance Across Major Indices, Dow Hits New High; SpaceX Surges 49% Post-IPO; Chip Stocks Under Pressure, Intel Drops Over 8%, AMD Falls More Than 7%; WTI Crude Oil Declines Nearly 5%
wallstreetcn · Jun 17 06:43
Deutsche Bank significantly raised its shipment forecast for humanoid robots: doubling to 50,000 units by 2026 and targeting 7 million units by 2050.
wallstreetcn · Jun 16 16:54
U.S. Markets Close | U.S. and Iran Reach Interim Agreement; Nasdaq Surges 3%; SpaceX Jumps Nearly 20% on Second Day of Listing; AI Trading Makes Strong Comeback as Storage Sector's Big Four Hit Record Highs, Micron Rises Over 10%; Oil Prices Plunge 5%, Go
wallstreetcn · Jun 16 06:38
Weekend Reading | People Always Underestimate the Difficulty of Manufacturing Memory! A Rare In-Depth Interview with Micron Technology's CEO on Memory Supply and Demand, Technology Trends, Investment Discipline, and Leadership-Shaping Experiences
Smart Investor · Jun 14 14:07
U.S. Stock Market Close | Hopes for a U.S.-Iran peace deal reignite, lifting all three major indices; SpaceX surges 19% in its market debut, surpassing a $2 trillion valuation to become the sixth-largest U.S. company; space-related stocks suffer from capi
wallstreetcn · Jun 13 06:34
AI material shortages spread: NVIDIA steps in directly to secure HVLP4 copper foil, with a projected shortfall of 1,500 tons by 2026
wallstreetcn · Jun 12 15:20
Micron surged 11.7% overnight—has the 'bull market thesis' for memory chips really remained unchanged?
Golden10 Data · Jun 12 13:48
U.S. Markets Close | Trump again 'TACO'; Nasdaq jumps over 2.5%; semiconductor index surges 8%, with Micron and Marvell both up more than 11%; gold recovers above the $4,200 mark, while crude oil plunges
wallstreetcn · Jun 12 06:06
Dominating both copper cable and fiber optic markets! Evercore is bullish on Amphenol’s dual-pronged strategy in the AI interconnect space and assigns an “outperform” rating.
Zhitong Finance · Jun 11 14:50
NPOs ride the tailwinds
Semiconductor Industry Watch · Jun 11 14:32
What implications does the massive wave of AI investment hold for positioning in the Hong Kong stock market?
Finet News · Jun 11 11:39
Zhipu and MiniMax are set to be included in the Hang Seng Tech Index with share lock-ups expiring soon—can their high valuations withstand the test?
cls.cn · Jun 11 11:25
U.S. Markets Close | Middle East tensions escalate sharply, dragging all three major indices lower; chip stocks come under renewed pressure, with Micron falling nearly 5% and NVIDIA dropping almost 4%; oil prices rise while gold plunges
wallstreetcn · Jun 11 06:01
U.S. equity concentration intensifies! AI giant's IPO valuation reaches $3.6 trillion, accounting for approximately 10% of the Nasdaq Composite's market capitalization.
wallstreetcn · Jun 10 15:22
SpaceX to build a mega satellite factory: mass production of AI-capable satellites to begin next year, with a 2030 target of 100 gigawatts
wallstreetcn · Jun 10 14:27
A frenzy of $25 billion in orders and a fourfold oversubscription—SpaceX's IPO has left the investment community both exhilarated and uneasy.
Golden10 Data · Jun 10 11:31
CITIC Securities: During the Hong Kong stock earnings blackout period, focus on high-certainty opportunities; recommends following three key themes.
Zhitong Finance · Jun 10 09:44
Is a merger between SpaceX and Tesla 'inevitable'? Analysts explain the rationale and implications
cls.cn · Jun 10 09:07
