Took the stage at Computex 2026 in Taipei on Tuesday to unveil what its CEO called a potential breakthrough in liquid cooling for AI infrastructure: a proprietary dielectric fluid called SMC PG25-A. The company claims it achieves electrical impedance 1,000 times higher than standard coolants. This fluid could change how next-generation AI data center racks are cooled. $Dell Technologies Inc.(DELL)$ and $Hewlett Packard Enterprise(HPE)$ are legacy, $SUPER MICRO COMPUTER INC(SMCI)$ is AI native.
$MEITUAN-W(03690)$ Scored the Contra688 promo, sweet! Made a quick gain on Meituan—its dominance in O2O is solid. Its massive real-world service data is a unique edge for "Xiaomei AI" to understand real needs. The AI + local living story is just unfolding!
$HORIZONROBOT-W(09660)$ Broke previous high on heavy volume after thorough shakeout with long wicks—chart looks flawless! Bullish on smart auto sector and Horizon Robotics’ path to global leadership!
$SINO OIL & GAS(00702)$ 's turning point is here! With policy tailwinds and infrastructure stimulus, this building materials leader is just starting its re-rating story. Don't miss the boat!
$Technology Select Sector SPDR Fund(XLK)$ tech ETF gains $383.67 as price hits $247.11 (vs $240.13 cost)! The sector thrives on AI innovation wave, with semiconductors to software rallying together. This diversified play captures tech titans' growth while mitigating single-stock risks!
$LAOPU GOLD(06181)$ is riding the wave of China-chic,a homegrown alternative to Western luxury. A true disruptor in the traditional gold industry is leading a transformation across the entire sector. If there’s a contender for China’s first real luxury brand (excluding $Kweichow Moutai Co.,Ltd.(600519)$ ), this might just be it.
$IBM(IBM)$ ain’t sitting quietly anymore,dropping $150 billion over the next five years to beef up U.S.-based R&D, AI mainframes, and even quantum computing? That’s a serious power play. What caught my eye? They’re clearly taking a page out of $NVIDIA(NVDA)$ ’s book,scaling local compute infrastructure like they’re building the highways of the AI era. The launch of the z17 AI mainframe powered by their own Telum II chip? That’s no joke. Might not be the flashiest ticker out there, but this feels like one of those slow-cook winners you hold for the long game.