AI Computing Arms Race Drives New Wave of Chip Investment: 2026 H2 Semiconductor Market Logic Analysis
With AI large model parameters surpassing the trillion-parameter mark, global computing demand is growing exponentially, fueling demand for
Learn why to invest in chips: from semiconductor industry growth, domestic substitution, technical barriers, policy support to long-term market demand, and analyze chip investment logic and industry prospects.
With AI large model parameters surpassing the trillion-parameter mark, global computing demand is growing exponentially, fueling demand for
Trump delivered a campaign-style July 4 speech on the National Mall for the U.S. 250th anniversary, pushing voting restrictions, warning abo
New York has passed new “second-home/pied-à-terre tax” rules, imposing phased taxes on non-primary residences valued at more than $1 million
JPMorgan CEO Jamie Dimon still uses a retirement horizon of “about five years,” saying he will announce it if a real date is set. The articl
The Federal Reserve released its annual stress test results: all 22 major banks passed and could withstand theoretical losses of about $550
After the Fed stress test, JPMorgan will launch a $50 billion buyback and raise its quarterly dividend. Goldman Sachs, Morgan Stanley and ot