Hedge funds have just rebuilt their long positions in technology stocks, yet key support levels for the Nasdaq are already beginning to weaken.

The Nasdaq 100 index is approaching the lower boundary of its multi-month trading range, with futures breaking below both the ascending trend line and the 100-day moving average, signaling a weakening technical picture. Hedge funds had previously piled into tech stocks, and their concentrated positioning has amplified downside risks. AI safety concerns and energy supply risks are acting as dual catalysts. If key support gives way and market panic remains muted, volatility could face a reevaluation.

wallstreetcn00:56

Goldman Sachs has significantly revised upward its 2027/2028 optical module demand forecast, stating that supply chain constraints will be the biggest shipment bottleneck next year.

Goldman Sachs has significantly revised up its forecast for 800G and above optical module demand in 2027/2028 to 144 million units and 171 million units, respectively. With persistent shortages of key raw materials such as DSPs, lasers, and PCBs, coupled with leading manufacturers locking in production capacity, supply-side constraints are set to become the primary factors limiting shipments and pricing in 2027, and the price of 1.6T modules is expected to remain above $700.

wallstreetcnSep 14 18:39

On the eve of its IPO, AI research has hit the brakes—has Anthropic grown "afraid" or simply "in a hurry"?

①The doomsday scenarios for AI and the timing of calls to "hit the brakes" coincide with mounting skepticism about the AI debt bubble and a highly enthusiastic market response to OpenAI's new models. ②Investors believe that Anthropic's approach could constrain open-source AI, further concentrating both technological and economic power in Anthropic's hands. ③While advocating for greater attention to AI's potential risks, Anthropic is simultaneously accelerating its IPO process.

cls.cnSep 14 17:35

Hong Kong Stocks Close (Sep 14) | Hang Seng Index Rises 0.45%, Ending Five-Day Losing Streak; AI Hardware Stocks Under Pressure, Innovative Drug and Auto Shares Gain

Hong Kong's three major stock indices moved mixed today, with the Hang Seng Index snapping its previous five-day losing streak. At the close, the Hang Seng Index gained 0.45%, or 111.97 points, to

Zhitong FinanceSep 14 16:43

Goldman Sachs: Localization and AI Demand Drive Growth in China’s Semiconductor Industry

Goldman Sachs released a research report stating that it recently conducted field visits to Shanghai and Beijing to assess AI development, meeting with management teams at numerous semiconductor

AASTOCKSSep 14 12:57

[Hong Kong Stocks] Hang Seng Index Rebounds to Close Half-Day Session Up 87 Points; Lenovo and WuXi AppTec Shares Rise Over 4%, Zhipu AI Drops More Than 7%; Rate-Hike Speculation Drives Bank of East Asia, Bank of China, and Standard Chartered to 52-Week Highs

On Friday (the 11th), the three major U.S. stock indexes ended a four-day losing streak, as the U.S. consumer price index remained elevated last month, bolstering market expectations of further

AASTOCKSSep 14 12:39