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08/09/2025

Every AI Express news, Pacific on September 7th issued a research report stating a "buy" rating for Postal Savings Bank of China (601658.SH). The reasons for the rating mainly include: 1) Optimal asset-liability structure, capital replenishment opens up new space; 2) Non-interest income performance is outstanding, effectively hedging interest rate pressure; 3) Excellent asset quality, sufficient risk coverage. (Daily Economic News)

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2 m ago

According to TrendForce's latest survey, the scale of NVIDIA's Blackwell platform shipments in the second quarter of 2025 and the continuous expansion of General Server by North American CSPs have significantly driven the demand for Enterprise SSDs. The combined revenue of the top five brands exceeded $5.1 billion in the quarter, representing a 12.7% increase. However, the shortage of DDR4 and the extended delivery time for main control IC boards have led to a widespread supply shortage of Enterprise SSDs, affecting market share and revenue performance for manufacturers in the second quarter.

2 m ago

Alliance Consulting: The revenue of the top five enterprise-level SSD brand factories in the second quarter increased by 12.7% from the previous quarter.

4 m ago

Starting from October 1st, railway passenger transport will fully utilize electronic invoices.

4 m ago

Mackich expects that the Federal Reserve will cut interest rates by 25 basis points in September and October, instead of the previous forecast of rate cuts in September and December.

5 m ago

JPMorgan Chase: First coverage with a rating of "Neutral", target price of $50.

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