Nvidia's earnings report is about to be announced. Can "computing anxiety" be cured?
After hours on February 26, the global AI chip overlord will hand in a key quarterly report card.
8minute ago7958
Nvidia/AI/Blackwell
Computing power never stops! Ali All in Cloud and AI will invest 380 billion in the next three years!
This amount not only exceeds the group's total in this field in the past ten years (approximately 300 billion yuan), but also sets a record for the largest single investment in AI and cloud computing infrastructure by China private enterprises.
6hour ago8182
AI/AI ETF/Alibaba
Explode! Alibaba Q3 net profit increased by more than 300%, Goldman Sachs quickly upgraded its rating
Management emphasized that the scale effect of AI infrastructure will gradually emerge.
02-211.85w
alibaba
Xiaomi YU7 interior spy photos exposed: hairtail instrument + carbon fiber steering wheel, retaining the "one-click rage" button
Analysts said that the release of YU7 will further activate the upstream supply chain of new energy vehicles.
02-201.91w
xiaomi/xiaomi YU7/EV
Apple iPhone 16E officially released: AI strategy sinks? Exchange price for sales?
From the perspective of market strategy, the launch of the iPhone 16E directly points to Apple's declining sales in the China market.
02-201.97w
Apple/iPhone/Huawei
Trump wields the big stick of tariffs again, targeting the EU and India
Although Trump views tariffs as a tool for "manufacturing renaissance," economic circles generally question their effectiveness.
02-192.02w
Trump/Tariffs
Xiaomi's YU7 parameters have been exposed, and CLTC has a maximum battery life of 820 kilometers, targeting more than 250,000 high-end markets
From the perspective of technical parameters, the battery life of the YU7 is undoubtedly its biggest selling point.
02-182.12w
xiaomi/xiaomi Yu7/EV
Digital economy becomes a new driving force for ASEAN regional growth, digital payments become a key engine
Improved digital payments and financial inclusion are key engines driving market expansion.
02-172.12w
Digital economy/Electronic payment ETF
Apple's AI strategy upgrade in China: Building an intelligent ecological moat with Alibaba and Baidu under the non-exclusive cooperation framework
Apple's AI cooperation strategy is essentially a defensive response to the technological offensive of local mobile phone manufacturers in China.
02-142.14w
APPLE/BAIDU/ALIBABA
Preparing for DeepSeek, OpenAI emergency officials announce GPT-5 technology roadmap
OpenAI CEO Sam Ultraman announced the company's technology roadmap for the coming months via social media. The core content includes the upcoming GPT-4.5 (codenamed Orion) and a GPT-5 model that integrates multiple technologies.
02-132.24w
OpenAI/DeepSeek/ChatGPT
Dongfang Harbor's latest position exposed! However, Bin still prefers Nvidia and significantly adds to Tesla.
However, Bin emphasized in his latest outlook that the structural growth in AI computing power demand has not yet peaked.
02-112.24w
Dan Bin/Oriental Harbor/Nvidia
The rise of DeepSeek drives Hong Kong stock giant's value revaluation data center to usher in a period of rapid development
The linkage effect between technological breakthroughs and capital markets has already appeared in recent market performance.
02-102.32w
DeepSeek/Artificial Intelligence ETF/NVIDIA
It's about cutting interest rates! Summary of recent remarks by Federal Reserve officials: Inflation has fallen steadily, be wary of "Trump inflation"
Hawkinsight brings you the latest statement from Federal Reserve officials.
02-082.29w
Fed/Inflation/Rate Cut
Zuckerberg made a big statement: DeepSeek will not impact AI infrastructure investment
The investment boom in artificial intelligence by big technology companies will continue until the end of 2030.
02-062.37w
AI/AI ETF/Mark Zuckerberg
Geophysical games and policy disturbances intensify shocks, international oil prices fall by more than 1%
Trump also threatened punitive measures, including tariffs and sanctions, against Russia and its allies if the Russia-Ukraine conflict was not resolved quickly.
01-272.37w
WTI crude oil/Brent crude oil/Trump
DeepSeek explodes: Silicon Valley AI development paradigm thinking may be broken
DeepSeek-R1 has surpassed Llama 4 in reasoning ability, and the training cost is only equivalent to the annual salary of a single Meta executive.
01-262.72w
DeepSeek/OpenAl/AI
Stargate's financial situation is questioned Musk: They don't have enough money!
Elon Musk directly criticized that SoftBank, which participated in the project,"simply couldn't make that much money."
01-232.65w
Trump/SoftBank/Musk
Canadian crude oil "preaches" in the United States, international oil prices fall
The Trump administration has threatened to impose tariffs of up to 25% on Canadian imports as early as February 1.
01-222.38w
Brent Oil/WTI Oil/Trump
Summary of Trump's New Deal on his First Day in Office
HawkInsight brings you an article on Trump's new policy on his first day in office.
01-212.62w
Trump/Inflation/EV
Fidelity is optimistic about the prospects of British debt and expects the UK to cut interest rates further
At the beginning of the year, the market expected the Bank of England to cut interest rates only twice, while Riddell expects three to four rates this year.
01-202.36w
GBPUSD/Rate Cut
Growth forecast of the seven sisters in U.S. stocks in 2025: Nvidia is far ahead of Tesla at the bottom
Although the seven sisters as a whole are still regarded as an important force in the market, the performance differentiation among their internal members has become increasingly obvious.
01-202.82w
Artificial Intelligence/Artificial Intelligence ETF/Nvidia
U.S. core CPI was better than expected in December, three major indices rose across the board
Core CPI rose 3.2% year-on-year, lower than the expected 3.3%, compared with the previous value of 3.3%.
01-162.40w
US CPI/Rate Cut/Tesla
CDO: Digital payments have huge development potential in both high-growth and mature economies
This surge in digital payments is mainly due to the convenience digital payments provide compared to traditional payment methods such as cash or cards.
01-132.55w
Digital Payment/ETF
Inflation accelerates in Tokyo, labor market is tight, and the path for the Bank of Japan to raise interest rates remains uncertain
The acceleration in inflation in Tokyo was mainly driven by a 13.5% increase in energy prices, which was the result of the phasing out of government subsidies for gas and electricity bills.
01-102.53w
Japanese inflation/rate hike/Spring Offensive
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Cristiano
512articles
The connotation of investment is not to master cutting-edge wisdom, but to keep common sense in mind in practice.
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