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Articles by Ye Zhen
Day 2 after its IPO, SpaceX surged nearly 20%, with its valuation reaching $2.5 trillion
The next two days require close attention. By Ye Zhen Source: WallStreetCN On its second trading day, SpaceX’s stock continued its strong debut performance, pushing its market capitalization past the $2.5 trillion mark and officially placing it among the world’s top six most valuable publicly listed companies.
The reason behind the global risk asset "Tuesday rebound": a "major change" at asset management giant Vanguard Group
The reason behind the global risk asset "Tuesday rebound": a "major change" at asset management giant Vanguard Group Show original By:深潮TechFlow This conservative giant, which had previously firmly resisted crypto assets, has finally compromised and officially opened bitcoin ETF trading access to its 8 million clients. This conservative giant, which once firmly resisted crypto assets, has finally compromised and officially opened bitcoin ETF trading access to 8 million clients.
The rebound of global risk assets on Tuesday: Major changes at asset management giant Vanguard
The rebound of global risk assets on Tuesday: Major changes at asset management giant Vanguard Show original By:ForesightNews This conservative giant, which once firmly resisted crypto assets, has finally compromised and officially opened access to Bitcoin ETF trading for its 8 million clients. This conservative giant, which once firmly resisted crypto assets, has finally compromised and officially opened bitcoin ETF trading access to 8 million clients.
Is the token burning through cash? This might be the most important chart in the entire market.
Author: Ye Zhen, Wall Street Insights Token spending growth is showing signs of fatigue, and the market's core focus on AI is rapidly shifting from "whether the technology is feasible" to "whether the cost is affordable." On June 9th, macro strategist Andreas Steno Larsen stated on social media that the Silicon Data LLM Token Spending Index is currently the most important chart to watch in the entire market.
Chip stocks plunge again; AI "ghost stories" continue; is the market beginning to reassess?
Authors: Li Dan, Ye Zhen, Wall Street Insights The AI hardware sector has seen adjustments for two consecutive days, but what truly attracts market attention is not the chip companies themselves, but ratherthe latest moves of two large AI model companies.. On Wednesday, news broke that Meta was exploring the commercialization of its surplus AI computing power.
WLFI surges after debut, crypto community pays $5 billion to Trump family
Author: Ye Zhen, Wall Street Journal World Liberty Financial, a cryptocurrency project associated with the Trump family, made its market debut. Although its core token, WLFI, experienced a brief surge before quickly falling back, underperforming expectations, this did not prevent the Trump family from locking in substantial gains. On Monday (September 1st), the highly anticipated WLFI token officially launched on major cryptocurrency exchanges including Binance, Bybit, and OKX.
Wall Street talks about LABUBU and Moutai: Deja vu or paradigm shift?
Author: Ye Zhen, Source: Wall Street News The explosive Labubu is jokingly called "Moutai for young people", so what are the similarities and differences between the two? Bank of America recently released a report comparing this new trendy IP with the traditional liquor giant, trying to clarify whether it is a historical repetition of the consumption cycle or a profound paradigm shift.
JNU President Xing Feng: A commanding height in research in the Greater Bay Area
Author: LI Xindi, HUO Weilu, YE Zhen Publisher: GD Today Date: February 26, 2024 At the Guangdong Province High-Quality Development Conference held in Shenzhen on February 18th, President Xing Feng of Jinan University shared insights on the institution's commitment to the development strategy of overseas Chinese schools + prestigious universities and its role as a commanding height in research in the Greater Bay Area during an interview with GD Today reporters.
The crypto market, AI, and US stocks are all closely linked, with everyone watching to see when the crypto market will stabilize.
Author: Ye Zhen, Wall Street Insights As this quote on social media says: "We're all going long on Bitcoin, some of us just don't know it yet." On November 24th, Peter Tchir, a renowned strategist at Academy Securities, warned in his latest report that with the end of the "free money" era, this hidden leverage is backfiring on the market.
Blockchain Technology, Enterprise Risk and Enterprise Performance
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Jensen Huang: Full-scale production of Vera Rubin and AI Agents is a key focus.
Authors: Zhu Xueying, Ye Zhen, Wall Street Insights On June 1st,NVIDIAFounder and CEO Jensen Huang delivered a keynote speech at NVIDIA GTC Taipei 2026 in Taipei, China. In this speech, Huang highlighted several new products and platforms, including the Vera Rubin architecture, the Vera CPU for AI Agents, the Nemotron 3 Ultra AI model, and the DSX AI factory platform. Meanwhile, NVIDIA also signaled its intention to enter the next-generation AI PC market, targeting the entire Windows camp.
M&A deals involving Chinese companies drop in the second quarter
Merger and acquisition activity involving Chinese companies slowed down in the second quarter as China’ buying spree in overseas markets lost momentum, industry data showed. Value of China-related M&A deals amounted to US$146.4 billion in the second quarter, a 36.2 percent decline from the first quarter and down 34.1 percent year on year, according to data released by Thomson Reuters today.
Shenzhen-HK stock link set in 2015
A trading link between Shenzhen and Hong Kong stock markets is to be launched within this year as approval is likely to be given in the first half of the year, China’s top securities regulator said yesterday.
Shenzhen-HK stock connect likely this year
A trading link between Shenzhen and Hong Kong stock markets is likely to be launched this year so that international investors can access China’s high-growth shares, a senior official of the Hong Kong stock exchange said yesterday. “The technical systems of the two exchanges will be connected soon after regulators on both sides finish their study into the program,” Charles Li, the chief executive of the Hong Kong Exchanges and Clearing Ltd, told Hong Kong media.
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