'Sell in May and Go Away' Will the Seasonality Hold True This Year?
Market Technical Analysis: Will the US Stock Market's Rebound Ignite Your Next Trade?
The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
TSMC's Stock Soars Amid Strategic Moves
Intel Sinks 7%+ as Tariffs Pulled in Demand, Padding Earnings, Layoffs Can't Fix Issues
New Analyst Forecast: $TSM Given 'Hold' Rating
103493389 : yes，cos 10Y US is coming