TSMC is seen raising 2026 spending on new plants and equipment to US$42-$45 billion, media report, citing investment analysts, up from $40-$42 billion this year. Such capex spending would mark all-tim.....................
In the prior piece, Dolphin Research reviewed Meitu's history, product suite, and competitive landscape in depth. This follow-up focuses on Meitu's growth potential.
1) Will large models eat Meitu's lu...
+6
Bought some at HK35 and HK44 few months back. Hope to see HK70 soon. Bullish trending still in play.
Merry Christmas. Santa Clause Rally.
PIng An HK$70 target on its way…now trading at 66.20
$PING AN(02318.HK)
Tencent, the China cloud giant, cut a deal to use Nvidia’s best AI chips in Japan via Datasection, one of Asia’s biggest AI data center operators, the FT reports, around US$1.2 billion in contracts fo.........