Ming-Chi Kuo: Apple has prepared inventory in advance to cushion the impact of tariffs, but the import tariffs still pose a significant pressure on it.

Amazon CEO's annual public letter: The company's self-developed chips will help reduce AI costs, with capital expenditures expected to reach 100 billion dollars this year.

Stock up before the tariffs take effect! Taiwan Semiconductor's revenue in March continues to accelerate, with a significant year-on-year growth of 46.5%.

"Google brand" assurance! Reaffirming the $75 billion capital expenditure plan, doubling down on generative AI.

Duan Yongping sold puts to "sweep up" Technology stocks! Tencent, NVIDIA, and Apple have become key focus objects. Is this round of operation worth following?

Holiday Reading | Masayoshi Son spent 1 trillion, the rise of the Siasun Robot&Automation empire! The total amount far exceeds the Stargate, and the labor apocalypse is turned around.

Will Intel's financial crisis come to an end? Plans to establish a joint venture with Taiwan Semiconductor for chip manufacturing, stock price rises 2% against the trend.

Meta's new AI glasses may be released by the end of the year: innovatively using a monocular display to adapt to Siasun Robot&Automation chatbots.

With Trump’s "Liberation Day" approaching, the "seven giants" face short-term pressure! Wedbush warns that the prospects for AI investments are clouded.

Weekend Reading | The CEOs of the two top "shovel-selling" companies from different eras discussed AI together.

The "mini essay" on the US stock market is back: Intel may become the foundry for NVIDIA's gaming GPUs.

The "seven giants" are outdated, and Wall Street's attention has shifted to the "ten heroes" of China Technology.

On the same day, Alibaba announced two major collaborations! In recent years, it has clarified that AI is a new growth engine for the future.

Released on the same day! Google and OpenAI, "face-to-face confrontation."

Alibaba's Cai Chongxin warned: there is a "bubble" in the construction of AI Datacenters by USA vendors, as many projects do not yet have clearly defined customers during construction.