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A-share AI animation concept stocks rebounded during trading, with Guomai Culture rising more than 10%. Previously, Wentou Holdings had achieved 9 limit-up days in 16 trading days. Dasheng Culture, Bainaqiancheng, Xinju Network, Yaowang Technology an

2026-11-11

A-share AI animation concept stocks rebounded during trading, with Guomai Culture rising more than 10%. Previously, Wentou Holdings had achieved 9 limit-up days in 16 trading days. Dasheng Culture, Bainaqiancheng, Xinju Network, Yaowang Technology and other stocks followed suit.

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2026-11-11

Amidst a broad-based correction in the semiconductor sector triggered by concerns about the prospects of AI data center construction and a slowdown in capital expenditure, Goldman Sachs believes that some leading companies have shown investment value

Amidst a broad-based correction in the semiconductor sector triggered by concerns about the prospects of AI data center construction and a slowdown in capital expenditure, Goldman Sachs believes that some leading companies have shown investment value. In the AI computing field, they favor Nvidia (NVDA) and Broadcom (AVGO), believing that the current share prices of these two companies already reflect expectations of zero earnings growth from 2027 onwards, with the market pricing in future growth rather pessimistically. In the semiconductor equipment sector, the institution expects the global wafer fabrication equipment (WFE) market to maintain benchmark levels in 2027, favoring Applied Materials (AMAT) and Lam Research (LRCX). Meanwhile, European data center construction is expected to maintain steady growth and will not be significantly affected by the US midterm election results. Power producers with existing land, grid connection, and long-term energy supply contracts are expected to benefit from the continued expansion of European data centers.
2026-11-11

German solar equipment manufacturer SINGULUS TECHNOLOGIES announced on November 10th that it has signed a contract with SpaceX to provide a complete production line for heterojunction (HJT) solar cells. The initial order for the first production line

German solar equipment manufacturer SINGULUS TECHNOLOGIES announced on November 10th that it has signed a contract with SpaceX to provide a complete production line for heterojunction (HJT) solar cells. The initial order for the first production line is worth over €60 million and is scheduled for delivery in the first half of 2027. The strategic partnership also plans to expand to multiple production lines, gradually supporting a solar cell production scale exceeding 100GW. The production facilities will be used for SpaceX's satellite manufacturing project in Bastrop, Texas, to provide high-performance solar cells for its Starmind AI satellite. Elon Musk subsequently retweeted SpaceX's announcement, adding that SpaceX has ordered 100GW of HJT solar cell manufacturing equipment from SINGULUS, stating that this is to enable Starmind to create a "sentient sun," echoing its long-term vision of using solar-powered satellites to build space-based AI computing infrastructure. SINGULUS also disclosed that since establishing a strategic partnership with SpaceX in March 2026, it has provided financial support to SpaceX in March and October, the latter including a secured subprime loan.
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