Darren Eng
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Baidu is a bad stock. I regret joining GMT Chief Papa to talk about how much Baidu is worth investing in. I bought Baidu more than a year ago. I fell to the bottom of the valley and couldn't climb... the mud couldn't make up the wall
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The Historical Experience of the End of Interest Rate Hikes
When it comes to the impact of the end of interest rate hikes on assets, it is essentially transmitted through the downward trend in financing costs. However, the interest rate cycle is also the result of the economic cycle. By analyzing the experience of several rounds of interest rate hikes over the past few decades, there are some rules:
1...
The Historical Experience of the End of Interest Rate Hikes
When it comes to the impact of the end of interest rate hikes on assets, it is essentially transmitted through the downward trend in financing costs. However, the interest rate cycle is also the result of the economic cycle. By analyzing the experience of several rounds of interest rate hikes over the past few decades, there are some rules:
1...
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Darren Eng
voted
ColumnsMicrosoft - Where is the AI?
Just to clarify - $Microsoft(MSFT.US$ results were not bad.
It was the lack of the revenue contribution of AI that made analysts disappointed.
When there are expectations, there will be disappointments
But that said, how was Microsoft's performance?
1. Overall revenue is up by 8% particularly due to strong cloud and productivity growth
As mentioned previously, Microsoft's equal contributions from its 3 revenue have now seen cloud as the main vertical. Intelligent cl...
It was the lack of the revenue contribution of AI that made analysts disappointed.
When there are expectations, there will be disappointments
But that said, how was Microsoft's performance?
1. Overall revenue is up by 8% particularly due to strong cloud and productivity growth
As mentioned previously, Microsoft's equal contributions from its 3 revenue have now seen cloud as the main vertical. Intelligent cl...
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