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After Richemont Group (CFR.S) released its 1Q27 results, Morgan Stanley did not directly make a "bullish" or "short" judgment. Instead, it sorted out 10 core questions to guide investors in communicating with the company's management. These questions cover mul…
Tickers appearing most often in the latest published notes.
"agent native language", aiming to help industrial agents become trustworthy professional agents through the two-state integration of explicit structured logic and large model fuzzy reasoning logic.
phone scenarios based on the "Qianwen Big Model", which has been implemented in Honor's Robot Phone.
According to comprehensive reports from CCTV Finance, Kyodo News and other media, due to the depreciation of the yen and the surge in semiconductor prices, Apple in the United States has raised the price of its smartphone iPhone in Japan on the 17th. The repor…
QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS QUERY LENGTH LIMIT EXCEE…
Xinhua News Agency reported on July 18 that people familiar with the matter revealed that Trump Media Technology Group is negotiating to sell application programming interfaces (APIs) to Wall Street financial institutions, and plans to charge a monthly fee of…
On July 18, Sotheby's latest auction results showed that the iconic Tom Ford black leather jacket worn and signed by Nvidia founder and CEO Jen-Hsun Huang triggered a frantic competition from collectors around the world in a charity auction that ended today, a…
The yen exchange rate continues to hover at a 40-year low, The company has raised the prices of iPhones and some other products in the Japanese market. On Saturday morning, Apple Japan's official website showed that the 256GB basic iPhone 17 starts at 142,800…
The company's stock price fell by more than 40% from last month's high. After the Starship launch mission was announced to be postponed, the stock price of Musk's space exploration company SpaceX plummeted 5.43% on Friday to US$123.99, falling for the sixth co…
After Richemont Group (CFR.S) released its 1Q27 results, Morgan Stanley did not directly make a "bullish" or "short" judgment. Instead, it sorted out 10 core questions to guide investors in communicating with the company's management. These questions cover mul…
Morgan Stanley has significantly raised the profit forecast of Zhongji InnoLight (300308), with an increase of up to 180% in 2027, and has simultaneously raised the market size of the AI optical transceiver industry from 2026 to 2028. The driving factor is tha…
Peter Lynch Fair Value Peter Lynch Fair Value, also known as Peter Lynch Fair Value in English, is a calculation model that measures the intrinsic value of a growth company and can be used to evaluate whether the company's stock is overvalued. Peter Lynch fair…
A JP Morgan report pointed out that China’s aging population is creating long-term structural growth opportunities for the pension market. At present, the proportion of domestic pension assets in GDP is far lower than the average level of OECD countries, espec…
SEC filing watch: RDDT / Reddit, Inc.: 8-K filed 2026-06-10, 10-Q filed 2026-05-01, 8-K filed 2026-04-30
AI semiconductor business revenue is expected to grow at a compound annual growth rate of 70%-80%, and demand is strong enough to fill idle production capacity in any non-AI field. The market is worried about the dilution of gross profit margin caused by the 2…
The core view is that its stock price has been range-bound in the short term, the negative factors have been fully priced in, and new catalysts are needed to trigger an increase. The HSD 2.0 system is described as "Safe Before Sharp", which is stable in most s…
Publicis Groupe (PUB.FP)'s first-half results were in line with expectations, and it raised its full-year organic growth forecast to 4.5%-5%. The report pointed out that the budget obtained in the first half of the year will drive revenue growth by 150bp in 20…
The European Commission ruling weakens SAP's (SAP.GR) contractual leverage, giving customers more negotiating power. Although the third-party support market is small (up to about $1 billion) and far smaller than SAP's maintenance fees, it provides customers wi…