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03/08/2026
The final value of the U.S. July S&P Global Manufacturing PMI is 53.9, compared to the expected 53.8 and the previous value of 53.8.
Latest
2 m ago
Ceres (601127.SH): 24,229 new energy vehicles sold in July.
2 m ago
Previously, a user on platform X posted about SpaceX stocks, stating that looking back, this will be a great opportunity. Musk replied to the post, saying, "I think so too."
5 m ago
The CAC 40 Index rose by 1.6%, marking the first intraday record since February 26.
5 m ago
CITIC Securities: The approval of nuclear power units will be officially implemented for the first time this year, and the sector is expected to see multidimensional valuation reconstruction under a stable growth trend.
5 m ago
Zhongshan Securities released a research report stating that through SK Hynix and Microsoft's financial reports, we can draw the following conclusions: The AI industry is currently still facing real supply constraints and has not yet shown obvious and comprehensive oversupply. Large technology companies are still increasing their investments in AI infrastructure, and customer demand for additional supply continues to grow. The market currently lacks sufficient evidence at the financial report level to justify concerns about an oversupply of AI computing power. Based on Microsoft's computing power utilization and SK Hynix's order situation, the current industry contradiction is still mainly reflected in insufficient supply of high-performance computing, advanced storage, and data center support, rather than a large amount of idle equipment. Therefore, short-term investment opportunities can still be developed around segments that can alleviate the computing power bottleneck.
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