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TSMC delays June revenue release from Friday to next Monday due to a typhoon.
2026-07-09
TSMC delays June revenue release from Friday to next Monday due to a typhoon.
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其他消息
2026-07-09
Goldman Sachs analyst Louis Mille, in a report titled Investment Strategy: Long China AI Value Chain, says China’s AI industry has entered the firm's radar driven by large-scale state support, a surge in global demand and an unprecedented convergence of structural capital rotation. Goldman highlights three market takeaways: China AI companies’ market caps are materially misaligned with the addressable market, implying significant upside to valuations; the China AI value chain possesses unique, m
Goldman Sachs analyst Louis Mille, in a report titled Investment Strategy: Long China AI Value Chain, says China’s AI industry has entered the firm's radar driven by large-scale state support, a surge in global demand and an unprecedented convergence of structural capital rotation. Goldman highlights three market takeaways: China AI companies’ market caps are materially misaligned with the addressable market, implying significant upside to valuations; the China AI value chain possesses unique, market-underestimated competitive advantages; and the China AI sector is outperforming other Chinese assets and drawing structural capital allocation.
2026-07-09
Iraq's prime minister said it is important for Iraq to be part of the Arab world.
Iraq's prime minister said it is important for Iraq to be part of the Arab world.
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