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U.S. stocks closed mixed: the three major Indexes showed different trends as investors focused on Technology stock Earnings Reports.
① Most China Concept Stocks rose, with the Nasdaq China Golden Dragon Index up 0.68%; ② IBM announced a 150 billion dollar investment plan; ③ Sony Group is reportedly considering splitting its Semiconductors business; ④ NXP Semiconductors Q1 revenue was 2.84 billion dollars, higher than market expectations.
Will the US Stock Market's Rebound Ignite Your Next Trade?
The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
Cathie Wood's Ark Invest Loads Up On Intellia Therapeutics, Offloads Meta Platforms
Baidu Goes Aggressive China's In AI Price War With Alibaba, DeepSeek
Pony.ai, Tencent Cloud Team up for Robotaxi Services on WeChat
MT888888 : because it's useless