Key Takeaways:
#1 About China's Two Sessions Meeting: No expectations, no disappointments, overall positive.
#2 Feedback from China-Hong Kong Trading Desk: Reduced volume; China-US relations remain the focus.
#3 About the North American Market: Dominated by numerous headlines, best not to try to be a hero.
#4 CoWoS: Supply chain noise; waiting for GTC.
#5 RISC-V: A major...

Key Takeaways:
North American investors obsess over macro risks while Asia bets big on AI’s untapped potential
China’s AI narrative faces skepticism abroad but fuels a $46B tech rally at home
Hedge funds cash in on "Two Sessions" volatility as long-only EM funds double down
Valuation gaps hit extreme levels: BABA trades at 10x earnings while NVIDIA eyes 32x
US "BTC reserve" plan evolves into mul...

Key Takeaways:
DeepSeek demonstrates exceptional profitability with an 85% gross margin, potentially pressuring competitors.
Infrastructure emerges as the new AI battleground. DeepSeek's GPU efficiency and cost management excel, potentially challenging cloud computing giants.
Reduced AI costs may significantly expand application scenarios. Companies with advantages in both models and infrastructure coul...

Blackwell Blackout
Morgan Stanley rockets PT to $162 (32x CY26 EPS) as Blackwell GPUs score $11B Q1 surprise - SMASHING $8B street expectations. Insiders confirm 200% yield spike in GB200 production lines!
Inference InfernoDC revenue explodes 93% YoY to $35.6B (90% of total), as "long thinking" AI models demand 10X more compute than training. Huang's "amazing demand" code word triggers algo buy...

Key Takeaways:
Bullish Sentiment on Alibaba: Major financial analysts have raised Alibaba's target prices, signaling strong optimism about its future market performance.
Growing Confidence in Chinese Markets: Financial institutions like Goldman Sachs and J.P. Morgan express increasing confidence in the Chinese markets, using bullish language and supportive market actions.
Rally in Hong Kong Stocks: The Hong Kong stock market co...