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内存涨价冲击硬件行业,三大厂商遭遇评级下调

Bernstein Says the Memory Supercycle Will Extend Through 2027

Sep 29, 2026

Technology

Shopify Shares Surge 26% After ‘Monster Quarter’ — But Smart Money Was Already Piling In

AI Agents in E-Commerce Enter Reality, Shopify Seen as a Potential Beneficiary

Sep 29, 2026

Technology

华尔街为何看好Alphabet?AI成搜索业务增长新引擎

Berkshire’s Heavy Bet on Alphabet Has an Investment Logic Different From Apple

Sep 29, 2026

Consumer Goods, Technology

地缘风云中的战略资产:MP Materials为何备受关注

Morgan Stanley Cuts Applied Materials Price Target as AI Boom and Valuation Premium Diverge

Sep 28, 2026

Technology

神奇!这家公司财报“爆雷”,股价却飞了

JPMorgan Recommends Buying on Dips as Semiconductor Earnings Expectations Are Sharply Revised Upward

Sep 28, 2026

Technology

蔚来汽车股价跌破7美元,投资者应该购买该股吗?

Three Potential Stocks Still Draw Long-Term Investor Attention Under the September Curse of U.S. Equities

Sep 25, 2026

Energy, Technology

多重利好因素下,台积电股价上涨近5%

Four Major Holdings Soar, iShares Semiconductor ETF Reaps Rich Returns

Sep 25, 2026

Technology

储能业务亮眼助推特斯拉股价连续上涨

AI-Driven Storage Demand Surges, eSSD Orders Hit Record High

Sep 25, 2026

Technology

美国科技初创公司迎来IPO复苏潮,AI与加密赛道表现亮眼

SK Hynix’s Solidigm Weighs Independent U.S. Listing, Valuation May Reach $100 Billion

Sep 25, 2026

Technology

Burry and Goldman Sachs Warn AI Infrastructure Boom Is Turning Into a Debt Problem

Burry and Goldman Sachs Warn AI Infrastructure Boom Is Turning Into a Debt Problem

Sep 25, 2026

Technology

Akamai Shares Jump 26% After $11.6 Billion Anthropic Cloud Deal

Akamai Shares Jump 26% After $11.6 Billion Anthropic Cloud Deal

Sep 25, 2026

Technology

AI浪潮助推甲骨文云业务,分析师大幅上调甲骨文目标价

Oracle’s AI Project Faces Delivery Test as Market Reassesses “Stargate” Prospects

Sep 24, 2026

Technology

AMD Snaps Six-Session Winning Streak, But Bull Thesis on AI Compute Remains Intact

AMD Snaps Six-Session Winning Streak, But Bull Thesis on AI Compute Remains Intact

Sep 24, 2026

Technology

AI需求强劲,助推存储巨头美光盈利与股价双增长

AI Chip Demand Surges, SK Hynix Emerges as Key Beneficiary

Sep 24, 2026

Technology

Quantum Error Correction Breakthrough Fuels IonQ Rally — Is a Multi-Bagger Trade Just Beginning?

Quantum Error Correction Breakthrough Fuels IonQ Rally — Is a Multi-Bagger Trade Just Beginning?

Sep 23, 2026

Technology

Why Meta’s 25x PE Greatly Understates Its Agentic AI Upside From Muse

Why Meta’s 25x PE Greatly Understates Its Agentic AI Upside From Muse

Sep 23, 2026

Technology

分析师看好AI潜力,苹果股价逆市走高

Apple Explores Screenless Health Tracker, Wearable Product Line May Face Major Overhaul

Sep 22, 2026

Technology

科技巨头拆股潮中,市场静候Meta的下一张牌

Muse’s Rise Sparks Market Concerns, Financial, Insurance, and Travel Sectors Under Collective Pressure

Sep 22, 2026

Technology

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