美研芒格君

2026.07.02

Don't Misread Meta Selling Compute Alone as Industry-Wide AI Compute Oversupply

Inference business is highly profitable and demand is surging; Meta hopes to monetize periodic surplus capacity and improve its income statement in the process.

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Chinese Academy of Social Sciences Expert: ChangXin Memory Technologies' Offshore On-Chain Transactions Could Undermine Domestic Capital Market's Pricing Dominance Over Tech Assets

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US storage concept stocks gained in pre-market trading, SK Hynix up 6%

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