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Hands-On Test: WorkBuddy x DeepSeek V4.1 Flash for Stock Research
WorkBuddy can speed up data collection and calculations, but time ranges, attribution, units, and judgment conditions still require investors to verify on thei…
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Kimi Financial AI Tested: If the Valuation Math Works Out, Does That Make the Investment Case?
当 Kimi 开始把金融研究作为一个明确场景呈现，投资者最自然的问题不是“它会不会写一段分析”，而是：当它开始帮你估值、算指标、解读财报时，这份输出能不能进入自己的研究流程？
Can AI Financial Research Be Used Directly? A Hands-On Test of Ant Group's Ling Model on Framework, Computation, and Data Sources
AI can make financial research look polished, but what determines whether it's deliverable isn't how complete the framework is—it's whether every key number ca…
From "Answering Questions" to "Getting Work Done": How GPT-6 Astra Is Repricing AI Infrastructure Demand
"Welcome to the AGI era"
DeepSeek V4 Pro: Can It Become the Go-To Model for Daily Investment Research?
V4 Pro is stable, shows clear calculation processes, and is well-suited for handling large volumes of standardized tasks.
TSMC 2Q26: The Capex Raise Is the Real Signal
Higher capex and third-quarter guidance strengthen the AI demand signal, even as the N2 ramp weighs on near-term margins.
Memory Selloff: Why Deleveraging May Not Be Over
ADR liquidity, quant unwinds, and tighter Korean rules point to where the selloff stands—and what to watch next.
Five Signals Reframe the AI Compute Story
Meta's expansion, long-term accelerator commitments, and foundry capex reinforce demand and clarify the U.S.-listed beneficiaries.
The Memory Supercycle Across Global Markets
Rising investment, higher memory prices, and the HBM upgrade cycle are shifting the story from a cyclical rebound to capacity-driven earnings.
Three Forces Repricing U.S. Pharma
When regulation, dealmaking, and payer coverage shift together, the sector can move beyond isolated catalysts to a broader repricing.