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Stocks, bonds, and gold all fell on the same day, and the common effect of asset diversification weakened. The market's concerns about "higher and longer interest rates" became one of the important factors affecting the day's market performance. This also explains why growth stocks like Meta, ARM, and Qualcomm saw declines far exceeding the overall market, while Nvidia's buyback benefits could only help itself.

The market has high expectations for Micron's upcoming financial report. Factors such as HBM prices, traditional DRAM supply and demand, and AI capital expenditures are key points of market focus, but actual performance may still differ from market expectations. Beyond the financial report numbers, the market will also pay attention to management's outlook for 2027, as well as how investors view Micron's future business cyclicality and growth potential.

$8.2 billion to buy a two-year-old laboratory with an undisclosed revenue scale and 70 employees, and Wall Street did not applaud. But Su Zifeng is not calculating for this quarter.

What is truly noteworthy this night is that while the bond market set a record, the AI industry chain has run out an independent market trend.

Alibaba's ambition is to turn glasses into a "portable AI Agent that can get things done anytime, anywhere"; Meta is betting on the evolution of hardware itself, aiming to make it a "next-generation terminal that helps you see the world clearly"; meanwhile, Apple, far away in Cupertino, is also rumored to be developing a new solution that uses "AI visual perception to replace traditional optical zoom."

The strong fluctuations in this round of the capital market are largely due to the explosive performance of Muse, the latest AI assistant under Meta, as well as the market's high expectations for the upcoming Meta Connect conference.

Yesterday after the market closed, the quantum computing sector surged collectively, with IonQ jumping over 12%; this morning before the market opened, this enthusiasm not only did not fade, but IonQ continued to rise nearly 12%, while the simulation chip and power management giant Monolithic Power Systems (MPWR) also saw a simultaneous increase of over 8%.

Warren Buffett rarely publicly supports a tech stock; which layer of moat in the AI competition is he interested in regarding Google?

This article summarizes the key topics of this consultation, recent signals of capital games in the market, and the mapping of potential beneficiary sectors such as AI computing power chains, semiconductors, and innovative drugs.