MSX 研究院
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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
US Treasuries are 'heating up': How will rising long-end yields affect crowded trades in tech and banks?
US stocks have not turned bearish, but closely watch whether bank stocks can continue to withstand high interest rates, and how crowded tech and financial trades reprice.
MSX 研究院
利润暴增 557%，股价仍遭重挫：海力士的存储牛市还在么？
一份接近满分的财报，输给了市场提前写好的「超满分」答案。
MSX 研究院
From HBM to Cold Storage: The Six Storage Giants at a Crossroads, What Will Drive the Next Wave?
From HBM, server DRAM, enterprise SSDs, NAND to HDDs, the six AI storage giants have all undergone significant revaluation.
MSX 研究院
ASML 扩产、台积电加码：AI 芯片「第二波」，为何市场仍嫌不够？
AI 半导体扩产周期远未结束，但高预期之下，「需求强劲」不再自动构成新的上涨催化剂。
MSX 研究院
英伟达路演剧透：季收近千亿，为何仍敢谈「增长加速」？
增长来源正从头部 AI 实验室和超大规模云厂商，扩展至网络、CPU、Neocloud、主权 AI 与工业企业市场。
MSX 研究院
Crypto & US Stocks Watch: CRCL, HOOD, COIN and MSTR, What Are They Trading Recently?
USDC shrinking volume, Robinhood launching a chain, Strategy selling coins, what new variables are repricing them?
MSX 研究院
Memory Cycle Peaking? Take This 'Fundamental Mental Massage' from Bank of America
From Meta's external cloud services, Changxin's potential entry into Apple's supply chain, and South Korea's production expansion, to DRAM/NAND prices and cloud capital expenditure, the industry's demand and capacity release rhythm has not seen a substantial reversal.
MSX 研究院
When AI Starts to Have a Body: Will Physical AI Become the Next Main Line of Technology?
The opportunity may not only belong to humanoid robots, but runs through the entire industrial chain from computing power, simulation to scenario realization.
MSX 研究院
From AI Beta to Profit Realization: How to Find New Ways to Make Money in US Stocks in Q3?
The AI main theme is not over yet, but funds are shifting from broad CapEx narratives to verifiable segments such as storage, optical interconnects, power, and data center infrastructure.
MSX 研究院
When Meta Prepares to Peddle Computing Power, Is the 'Ghost Story' of the AI Bull Market Coming?
My AI hasn't even broken even yet — is the computing power of the giants really already in surplus?
MSX 研究院
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