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Marvell Technology, Inc. (NASDAQ:MRVL) is one of the top stocks sold by hedge funds. On July 30, MRVL stock rose 10% ...

8月15日，由九方智投控股（09636）在上海举办的“证券领域的AI赋能——上海九方智擎科技有限公司入驻‘模速空间’美好共建仪式”如期召开。活动当天，九方智擎在各方嘉宾的见证下正式入驻上海市徐汇区“模速空间”园区据了解，九方智擎是九方智投控股为抢抓AI爆发式发展的时代机遇而新近成立的企业，后续九方智擎将以“开路先锋”的姿态加紧探索AI技术和产品在证券行业的提效赋能。

Four Big Tech names have been responsible for 60% of the stock market gains this year, and the rally could keep on going.

TSM data by YCharts. The "worst" performer of the remaining four has been Alphabet, with its stock rising nearly five times ...

Beeneet Kothari says Chinese AI stocks are more attractive as they're in infancy only. Here are names he recommends owning.

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A rout in shares of European companies embracing artificial intelligence deepened this week, as powerful new AI models raise ...

如果说欧洲软件股刚面临“寒意”，美国市场的软件巨头们已经处于严寒状态。在科技巨头承载美股再创新高的同时，软件成为科技股中表现最差的板块之一。道指成分股赛富时年内累计下跌30%，而知名“AI受害股”Adobe今年仅下跌25%，但和两年前相比已经腰斩。

从我们去年9月底提出“市场逻辑已经反转”，2025年度策略《强市场，新逻辑》进一步强调“资本市场再度肩负重任”、“中国股市、中国经济要形成良性的正面循环，需要更长久的行情”，年初又鲜明提出“中国资产将迎来重估”，4月动荡中强调“以我为主”、“中国资产 ...

根据Bernstein分析师估算，英伟达2025年预计向中国销售约150万片H20芯片，产生约230亿美元收入。这意味着英伟达可能需向美国政府支付超过30亿美元。 AMD的前景目前不包括对中国的MI308出货量，但Melius ...