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· 약 16분

01

Highlight:
As a pillar company in the semiconductor industry, TSMC is closely related to the chip and supply chain development relied upon by the entire AI bull market and tech giants. It holds 60% of the global foundry market share and about 90% of the market share at the forefront, effectively occupying a monopoly position.

· 약 14분

01

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Lululemon's early enthusiasm originated from a community-driven marketing strategy and a brick and mortar store configuration with a clear sense of purpose. The ambassador and Lulu have a mutually beneficial symbiotic relationship. All of Lulu's brick and mortar stores revolve around establishing, cultivating, and enhancing exclusive experiences. These offline brick and mortar stores and exclusive experiences later became the foundation for Lulu's transition to online channels.

· 약 13분

01

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1)C3.AI was created by Tom Siebel, a veteran in the enterprise software field. Initially focused on the energy industry, with the increasing maturity of technology and changes in market demand, C3.AI began to develop AI products, provide AI transformation solutions and services for multiple categories of enterprises. Well-known competitors include Salesforce and Palantir.

· 약 12분

01

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1)The name Palantir comes from the "Crystal of Truth" (Palantiri) in "The Lord of the Rings" - seeing the deep value behind the data. It once helped the US government kill bin Laden with its powerful Data Analysis capabilities, and has since successfully expanded into non-governmental businesses, with layouts in AI, finance, insurance, healthcare, and other fields. Its revenue has grown at a very high compound annual growth rate in the past 16 years.

· 약 12분

01

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ARK Ark Fund currently holds nearly $800 million worth of Tesla stock, making Tesla the largest holding of its ARKK Fund. This indicates that Mu Jie's confidence in its future remains unchanged, and she believes that Tesla's return to the throne is only a matter of time.

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