KIS simultaneously lowered its 2026 and 2027 earnings forecasts by 9% and 11%, respectively, but maintained its target price of 3.8 million won, stating the revision is merely a correction of LTA assumptions, not a fundamental deterioration.

Trump: Iran Agreed to a "Perfect Deal" Yesterday, But Then Opened Fire.

优质深度分析文章及一周热点恶补。

AGI, by the definition from twenty years ago, has already arrived.

SemiAnalysis is bullish on Meta's speed of catching up, not its current model ranking

首周溢价决定它是重估入口还是拥挤交易。

Over 200 teams have registered, with an ecosystem lineup including 20+ partner institutions and universities, 30+ media partners, and multiple quant platforms and communities.

While the entire internet is caught in an involution frenzy over model capabilities, a group of "technical translators" are quietly reshaping the landscape of attention.

In 2026, capital in the crypto market hasn't disappeared; it has simply shifted from Bitcoin ETFs to the AI and semiconductor sectors. Bitcoin funds saw net outflows of approximately $12 billion, while semiconductor ETFs attracted over $20 billion in inflows, indicating that capital is merely switching to a different high-volatility track.

The ships of the old era cannot reach the new world. Is this a narrow escape amidst a cascade of shocks?

The Next Wave for Equipment Stocks Depends on TSMC, Samsung, and Intel

The next chapter of the story may no longer be about those selling GPUs and HBM, but about those using GPUs and HBM to build the next-generation internet. Capital is flowing from the “shovel sellers” to the “shovel users”—this is not the funeral of AI, but a redistribution of profits within the AI industry chain.

Attention is no longer valuable.

Micron Technology announced it will increase its U.S. manufacturing investment to $250 billion, targeting the production of 40% of its DRAM on American soil by 2035, while creating over 90,000 jobs.

Bitcoin’s entity-adjusted realized loss for long-term holders hits a 3.5-year high, reaching $280 million per day.

Compute is king, energy is the bottleneck, but the most asymmetric bets are on intelligences yet to be distributed.