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Investment Bank Research Brief

The performance in 2Q26 exceeded expectations, with ASP (average selling price) soaring 50%+ month-on-month, and the proportion of server sales rising to more than 20%. AI demand, memory supply shortages and long-term agreements (LTA) are the core supporting i…

Investment Bank Research Brief

Bernstein pointed out that Delta Air Lines (DAL.US) adjusted diluted EPS in 2Q26 was US$1.56, exceeding the upper limit of the company's own guidance and market expectations. More importantly, the company reiterated its FY26 EPS guidance ($6.5-$7.5), noting th…

Morgan)

JPMorgan Chase released a research report on China's AI industry, pointing out that the capital investment intensity of domestic independent large-scale model companies has increased sharply, with cumulative financing exceeding US$20 billion since 2026. The re…