MSX 研究院
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I really don't want to praise Zuck, but Muse is indeed a smart move
Meta has accumulated the attention of billions of users; Muse wants to go further and take their intent and transactions.
MSX 研究院
Gemini 4.0 强到「刷屏」，Google 的 AI 反攻，来了？
Gemini 并不需要「天下第一」，谷歌正把入口、Cloud 和 TPU，串成一门完整的 AI 生意。
MSX 研究院
Dreamforce 2026 的答案：AI Agent，终于从 Demo 变成收入了么？
淘金热里卖铲子的人赚得盆满钵满，但矿工如果一直挖不出金子，铲子迟早会卖不动。
MSX 研究院
当AI Agent加速涌入内网：「网安」的主战场，变了
从 PANW、CRWD 到 SAIL、VRNS，「网安」的分水岭，彻底转向。
MSX 研究院
ChatGPT、Claude、Grok 集体掉线，为啥都怀疑 Cloudflare？
既是互联网宕机的「背锅侠」，也是 AI 时代被容易被忽视的「铲子」。
MSX 研究院
藏不住的博通：AI 的钱，正流向 GPU 之外
ASIC 大踏步进入报表，下一步，就看几十 GW 的需求怎么变成真收入。
MSX 研究院
Whether Warsh 'Hikes Rates or Not', He Is Definitely 'One of Us'
A 'one of us' chosen by Trump, in his first tough battle, must first appear least like 'one of us'.
MSX 研究院
From NET to CRWD, in the second half of AI, is money starting to flow to cybersecurity companies?
AI reduces the need for headcount, but brings more Agents, and also gives cybersecurity a new incremental budget.
MSX 研究院
Nvidia answers earnings, Warsh decides valuation: How will Jackson Hole affect U.S. stocks?
This week, Nvidia will reveal how much further earnings can grow, while Warsh may decide how much the market is willing to pay for those earnings.
MSX 研究院
From the human brain to the battlefield: MSX Pre-IPO Phase III introduces Neuralink and Anduril, betting on the next frontier of AI
Phase I CBRS and SPCX were successfully listed and traded, Phase II Anthropic and Polymarket entered premium buyback, and Phase III stands at a brand new starting point.
MSX 研究院
13F New Signal: AI Has Not Ebbed, Wall Street Is Just Becoming 'Picky'
When AI becomes the market's biggest consensus, it means that although it is still the main theme, the stage of 'buying AI with eyes closed' is passing.
MSX 研究院
When AI Borrows from Wall Street: Tech Giants’ ‘CapEx Cycle’ Accelerates Financialization
AI infrastructure is evolving from a ‘CapEx cycle’ in the tech industry into a financing cycle undertaken by the entire financial system.
MSX 研究院
SpaceX 冲刺 10GW：AI 算力战争，正走进马斯克的「舒适区」
提前一年拿到 1GW = 千亿美元收入，这场「时间战争」，马斯克，恰好拥有最难复制的优势。
MSX 研究院
Will open-weight models kill 'computing power demand'? Morgan Stanley deduces three futures of AI
When single inference consumption decreases, more businesses start to call AI, which may instead lead to a larger total call volume.
MSX 研究院
苹果，站在 AI 繁荣的另一面：完美财报，为何换来近 10% 暴跌？
AI 的半导体压力已传导至消费电子，拥有全球最强供应链管理能力的苹果，也无法置身事外。
MSX 研究院
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