
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...
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.........


