Michael Dell, founder, CEO, chairman of Dell Technologies. Always good to talk to you, Michael. >> Great to be with you again, John.>> So, you got a big uh investor day today. I want to talk about the numbers, but before that, I got to go big picture with you. I'm not going to ask if we're in a stock market bubble, but are we in a state of overheated data center buildout that could be getting ahead of itself.The things that we watch out for are signs that for example uh customers are buying things that they ...

CoreWeave has signed a deal to supply Meta with as much as $14.2 billion worth of computing power, underscoring the massive costs of developing and running advanced AI models. https://t.co/GFfUjLF0Nj ...

If computing power brings about technological advances without human input, and enough of the pay-off is reinvested in building still more powerful machines, wealth could accumulate at unprecedented speed https://t.co/Oos62JVZxr ...

A股三大指数今日（15日）涨跌不一，截至收盘，沪指跌0.26%，深证成指涨0.63%，创业板指涨 1.52%，北证50涨0.38%。沪深京三市全天成交额23031亿元，较上日缩量2452亿元。全市场超3300只个 股下跌。板块题材上，游戏、猪肉、影视院线、汽车零部件、CRO概念股涨幅居前；贵金属、军工装 备、铜缆高速连接概念股跌幅居前。盘面上，汽车零部件板块多股爆发，山子高科、浙江世宝、万向钱 潮等10股涨停。游戏板块高位震荡，星辉娱乐20cm涨停，完美世界封板。猪肉股午后震荡攀升，傲农 生物、得利斯封板，天康生物、立华股份、龙大美食涨幅居前。此外，半导体、电池、算力板块盘中均 有所异动。另一方面，贵金属板块多股调整，晓程科技尾盘跌超5%。军工装备板块震荡走低，中国卫 星、航天宏图、理工导航跌幅居前。 （来源同花顺，以上信息为南都·湾财社AI大数据自动生成） ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday regarding significant stock market events, including suspensions, shareholding changes, investment wins, acquisitions, earnings reports, unlocks, and high transfers, with key announcements marked in red to assist investors in identifying investment hotspots and mitigating risks [1] - A company has entered the AI storage market by acquiring storage business assets and has signed multi-million dollar orders for computing modules [1] - Another company has completed the development of multiple 800G silicon optical modules and has begun bulk shipments to core overseas clients [1] - A company is set to gain control of Baode Computing through its related party, focusing on computing power and machine vision [1]

Market Overview - On September 11, major indices including the Shanghai Composite Index, Shenzhen Component Index, ChiNext Index, and STAR Market Index experienced a rebound, with the ChiNext Index and STAR Market Index rising over 5% [2] - The Shanghai Composite Index closed at 3875.31 points, up 1.65%, with a trading volume of 10,168 billion yuan; the Shenzhen Component Index closed at 12,979.89 points, up 3.36%, with a trading volume of 14,209.25 billion yuan; the ChiNext Index closed at 3053.75 points, up 5.15%, with a trading volume of 7,042.61 billion yuan; the STAR Market Index closed at 1326.03 points, up 5.32%, with a trading volume of 1,060 billion yuan [2] Sector Performance - The market saw more sectors rising than falling, with notable gains in electronics, securities, telecommunications, computers, agriculture, insurance, power equipment, machinery, and non-ferrous metals [4] - Concepts such as CPO, PCB, copper cable high-speed connections, optical communication modules, laser radar, NVIDIA, liquid cooling, storage chips, computing power, and synchronous reluctance motors showed active performance [4] - Only a few sectors, including precious metals, jewelry, and tourism, experienced declines [4] Fund Flow Analysis - The net inflow of main funds in the Shanghai and Shenzhen markets was 103.09 billion yuan, with the ChiNext seeing a net inflow of 104.83 billion yuan [5][6] - Among the 31 primary industries, 9 sectors had net inflows, with the electronics sector leading at 108.17 billion yuan, followed by telecommunications, computers, and non-bank financials [6] - The pharmaceutical and biological sector had the highest net outflow at 35.68 billion yuan, with other sectors like media, automotive, and non-ferrous metals also seeing significant outflows [6] Individual Stock Performance - A total of 1,903 stocks saw net inflows, with 131 stocks receiving over 1 billion yuan in net inflows, led by Luxshare Precision with 24.76 billion yuan [8] - Conversely, 3,243 stocks experienced net outflows, with 85 stocks seeing over 1 billion yuan in net outflows, the highest being 263 with 7.52 billion yuan [10] Institutional Activity - According to the post-market data, institutional investors had a net sell of approximately 6.66 billion yuan, with 12 stocks seeing net purchases, the highest being Dongshan Precision at about 2.38 billion yuan [11]

If computing power brings about technological advances without human input, and enough of the pay-off is reinvested in building still more powerful machines, wealth could accumulate at unprecedented speed https://t.co/6OJtn8CctY ...

Core Viewpoint - The market experienced a significant upward trend on August 22, with the Shanghai Composite Index surpassing 3800 points and the STAR Market 50 Index rising over 8%, reaching a three-year high [1] Market Performance - The total trading volume in the Shanghai and Shenzhen markets was 2.55 trillion yuan, an increase of 122.7 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index rose by 1.45%, the Shenzhen Component Index increased by 2.07%, and the ChiNext Index surged by 3.36% [1] Sector Highlights - Market hotspots were concentrated in the computing power and semiconductor sectors, with over 2800 stocks rising across the market [1] - Stocks related to computing power saw a widespread surge, with companies like CloudWalk Technology hitting the daily limit [1] - Semiconductor stocks collectively experienced significant gains, with Cambrian rising to its historical high [1] - AI hardware stocks, including CPO, rebounded, with companies like Shengyi Technology reaching new historical highs [1]

If computing power brings about technological advances without human input, and enough of the pay-off is reinvested in building still more powerful machines, wealth could accumulate at unprecedented speed https://t.co/4BARlg9GdK ...

If computing power brings about technological advances without human input, and enough of the pay-off is reinvested in building still more powerful machines, wealth could accumulate at unprecedented speed https://t.co/c8Pj5t3K9c ...