Telegram posts about "#WallStreet"

…增持”！摩根大通：物理AI“采纳曲线”可能提前 https://wallstreetcn.com/articles/3784431#from=ios... Read more →

…他做多Meta、做空谷歌。Citrini同时判断，AI制药瓶颈绝非算力而是“缺猴子”。 https://wallstreetcn.com/articles/3784436#from=android... Read more →

…数年尺度”，已部署机器人的数据、测试和开发者价值可能被重新定价；但这一逻辑能否落到收入端，仍取决于试点能否转化为持续企业订单。 https://wallstreetcn.com/articles/3784431#from=android... Read more →

…제한적일 것으로 전망 >卢拉逆转胜选，但第四任期可能更难 https://wallstreetcn.com/articles/3784443#from=ios... Read more →

…时见顶——最早看多AI硬件的“芯片网红”Citrini，为何正在悄然离场 https://wallstreetcn.com/articles/3784436#from=ios... Read more →

…주장에 의문을 제기 >马斯克称SpaceX已完成400亿美元GPU债务融资，以可赎回债为主 https://wallstreetcn.com/articles/3784441#from=ios... Read more →

…https://wallstreetcn.com/articles/3784429#from=android... Read more →

…있음 >苹果折叠机iPhone Duo供不应求，追加三成订单提振鸿海、台积电等供应链 https://wallstreetcn.com/articles/3784429#from=ios... Read more →

…中金：AI从传统需求的“朋友”到“敌人”？ https://wallstreetcn.com/articles/3784433#from=ios... Read more →

…2027年目标出货量上看3300万台，有望夺下全球折叠机四成市场，鸿海、台积电、新日兴等供应商业绩前景备受期待。 https://wallstreetcn.com/articles/3784429#from=android... Read more →

…계속될 것 >震惊市场！卢拉在巴西二轮选举中意外逆袭，创纪录赢得第四任期 https://wallstreetcn.com/articles/3784425#from=ios... Read more →

…등 캡쳐) >周末，物理AI“刷屏” https://wallstreetcn.com/articles/3784428#from=ios... Read more →

…공식 발표할 예정 >SK海力士拟派发121亿美元特别股息，出售铠侠股权收益来回馈股东 https://wallstreetcn.com/articles/3784419#from=ios... Read more →