US Morning News Call | SpaceX Is Set to Join the Nasdaq 100 Index on Tuesday

Moomoo Breakfast USJul 7 07:02 ET

Could China's internet sector become the 'Asia-Pacific version of IGV?' JPMorgan provides insights.

U.S. software stocks are experiencing their strongest rally in 25 years, with record inflows into IGV options and retail investor capital. Meanwhile, a sharp rebound in China's internet sector has sparked speculation about 'catch-up gains.' JPMorgan believes that if investors embrace a similar narrative, the move could be equally dramatic; however, fundamental differences in profit trends and business models between the two sectors make it unlikely for a comparable rally to unfold.

wallstreetcnJun 3 02:22 ET

The Token factory has been established in Wuxi, relying on Huawei's Ascend 384 cluster, marking the advent of the 'intelligent unit billing' era for computing power.

① The first batch of Wuxi Token Factory will deploy four Huawei Ascend 384 super-node servers; ② Unicorn companies have emerged in the Token Factory sector; ③ Institutions claim that domestic Token Factories will enter a period of rapid development, with companies possessing certain computing power resources, reasoning optimization capabilities, and cloud service capacities actively planning and implementing initiatives.

cls.cnMay 17 19:07 ET

The 'Token Factory' begins practical implementation: operators launch procurement worth tens of billions, and major companies accelerate their positioning.

① Ningxia Branch of China Telecom released the centralized procurement project for the "Token Factory" generation capability service, marking the first large-scale procurement project named after the Token Factory among the three major telecom operators, valued at the billion-dollar level. ② The Token Factory is considered "the business model with the fastest short-term growth for model vendors and the most certain commercialization potential in its early stages." ③ Baidu recently announced that Baidu Intelligent Cloud will upgrade its "MaaS Model Service" to the "Token Factory."

cls.cnMay 16 01:42 ET

Not Just Oil! US-Iran Conflict Is Disrupting Three Key Supply Chains

① As the supply chain most severely impacted by the U.S.-Iran conflict, oil has consistently dominated news headlines; however, the repercussions of this shock have extended far beyond the energy market. ② In addition to oil, the conflict has disrupted the flow of other critical raw materials and commodities, including helium, pharmaceuticals, and fertilizers.

cls.cnMar 22 21:58 ET

US Morning News Call | Musk Says Tesla May "Tape Out" Next-Gen AI6 Chip in December

Moomoo NewsMar 19 07:36 ET