Counterpoint和TrendForce均指向2027年下半年为最早的供需转折点，在此之前基本面支撑仍在。

A comprehensive breakdown of the complete photonics supply chain, and the golden high-growth stocks you must watch closely before the Wall Street herd floods in, catching everyone off guard.

Debt is pulling the space narrative back to cash flow validation.

"Black Tuesday" for Japanese and South Korean stock markets: Korean circuit breaker triggered, Nikkei plunges, AI frenzy faces a phase-based adjustment

Three consecutive days of decline wipe out over $900 billion in market value, leaving retail investors unable to hold on.

Hong Kong stocks' fastest wealth creation wave in history

投资者获利了结、市场流动性紧缩，股票市场的2大关键卡点。

这轮拉高出货只用了5%的流通盘，内部人到9月初最多能抛44%的股份。

分析以智谱股价类推、Tradfi Pre-IPO合约与ARR倍数三种估值锚的合理性。

ข้อมูลส่งออกของเกาหลีใต้ผลักดันการแพร่กระจายของหน่วยความจำ AI ไปสู่ช่วงก่อนการตรวจสอบงบการเงิน

播客笔记：美光财报周三来袭，降低仓位风险静待存储板块低价机会

The AI wealth effect is sweeping across South Korea, Japan, and the Taiwan region of China, where ordinary people are experiencing an unprecedented wave of wealth creation.

The author predicts the turning point will arrive in mid-2027, much earlier than the market consensus of 2030.

Capital is shifting from speculative narratives to space, computing power, and on-chain settlements

Polymarket is accused of marketing to US users through simulated trading and fake profit videos.

นายกรัฐมนตรีอิสราเอลเผชิญแรงกดดันใหม่เกี่ยวกับความสัมพันธ์ระหว่างอิรักและสหรัฐฯ (21-26 พ.ค.)