监管挡住新增杠杆，存量仓位仍是波动源。

After the earnings rebound, manufacturing investment still needs proof of cash flow.

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

回报率依然是重点。

「小作文」再引恐慌： 谷歌或成首家削减AI支出的巨头？

The trading volume of US stocks on the Robinhood chain has surprisingly been driven by meme coins.

42倍认购背后，印度新股定价权正在重分配。

Kimi K3 draws attention from the US tech circle. How did Yang Zhiping reshape China's AI landscape?

LTA Underpins Micron and SanDisk but Cannot Fully Cushion Deep Downturns

伯恩斯坦把AI算力扩张换成设备订单弹性

三星、SK海力士遭集中抛售，杠杆ETF规模已近乎腰斩

The US stock market is still pricing in the long-term gains from AI, but institutions have already begun to reprice short-term volatility.

Following strong earnings, the market begins to reassess the returns on expansion.

The battle between open-source and closed-source models has officially begun.

Sharp Critique of Base Co-founder's "Mea Culpa"