优质深度分析文章及一周热点恶补。

China's AI researchers outnumber the rest of the world combined. China will become extraordinary in this field; it's inevitable.

Subsequent CPI and PPI data are likely to rebound, suggesting that the market's expectation of the Fed "not raising interest rates this year" may face a correction.

The AI frenzy surrounding SK Hynix has multiplied the settlement amount several times over, and the chaebol's history of two imprisonments and two special pardons adds a layer of complex entanglement of power, money, and justice to the verdict.

Stripe is turning every step of an AI Agent into its own business by leveraging a stablecoin settlement layer.

The story is improving, but the foundry's break-even point and cash burn are the two signals to watch most closely next; in the short term, be wary of a "buy the rumor, sell the news" pullback.

Morgan Stanley is besieged in South Korea: its frequent bearish reports led to being shut out by SK Hynix from the largest-ever foreign company U.S. IPO worth $26.5 billion, costing it over $130 million in underwriting fees; this is compounded by the SpaceX placement controversy and allegations of leaked information regarding the IGIS sale.

The current situation can be summed up in one sentence: the outlook is bullish long-term, but the journey will be full of turbulence.

TRON (TRX) stands out not through hype or narrative speculation, but by leveraging consistent, real, and quantifiable on-chain revenue and actual network usage value.

The AI bubble's burst or boom will have a two-way impact on energy and metals.

Regulation blocks new leveraged inflows, but existing positions remain a source of volatility.

From HBM and server DRAM to enterprise SSDs, NAND, and HDDs, the AI storage Big Six have all undergone significant revaluation.

After the performance rebound, manufacturing investment still needs proof from cash flow.

US Initial Jobless Claims for the week ending July 18 stood at 187,000, lower than the expected 212,000.

The 2026 capital expenditure guidance has been raised from $18 billion to over $20 billion, with a significant increase in spending expected in 2027.

Foreigners say this is even more shocking than the day the Soviet Sputnik satellite was launched.