PA Report

PA Report

In-depth analysis of current trends and providing all-round insights. This special topic will collect in-depth reports on each track for readers to read.

156 articles
Nvidia's Q1 results were solid, with Vera CPUs driving future growth.
Nvidia's Q1 revenue of $81.6 billion exceeded expectations, with net profit up 139% year-on-year. Data center revenue surged 92% to $75.2 billion. Q2 guidance met expectations, but share buybacks were slightly lower. The stock fell 1.3% in after-hours trading, but the medium- to long-term growth logic remains clear.
SoSo Value
24-year-old "Wall Street rising star's" portfolio adjustments revealed: He heavily shorted chips in Q1, while being bullish on energy and AI infrastructure.
A 13F report from Leopold Aschenbrenner's situational awareness fund, a 24-year-old Wall Street rising star, has been released, revealing that the fund has made a massive purchase of $8.46 billion in chip put options, shorted Nvidia, Broadcom, and other companies, and also heavily invested in AI infrastructure and Bitcoin mining companies, bringing its total size to $13.7 billion.
PA荐读
Bernstein's 97-page research report breaks down: In the battle for AI data center connectivity, who will be the real winner in 2026?
Bernstein's 97-page in-depth report: AI data center connectivity replaces computing power as a new bottleneck; copper-optical interconnects will coexist for a long time; CPO direction is clear but large-scale deployment will not occur until after 2028; more certain performance in 2026 will be in PCB, ABF, LPO/NPO and other segments.
qinbafrank
Morgan Stanley 2026 Semiconductor Report: Buy Packaging, Buy Testing, Buy Chinese Chips, Avoid Traditional Sectors
Building the future AI infrastructure – CPUs, GPUs, ASICs, optical modules, and Chinese-made chips.
见微知著杂谈
The Real China During Report Season
After reading 300 annual reports, one can see the "K-shaped differentiation" and logical restructuring taking place in China's industries.
PA荐读
泡沫之后，何去何从：Go2Mars 2026数字资产市场分析报告
从百年科技史看加密行业的生死轮回。
Go2Mars的Web3研究
ArkStream Q1 Report: Digital Gold Dream Shattered, Crypto Market Enters "Extreme Cold" Cleansing Period
All the money has gone into AI stocks, what about altcoins in the cryptocurrency market?
ArkStream Capital
Morgan Stanley report: The AI ​​revolution is 10 times faster, so why hasn't the wave of unemployment arrived yet?
Morgan Stanley's chief economist points out that AI is spreading at the fastest pace in history, yet global labor market indicators remain unusually stable, suggesting that AI is more of an "incrementer" than a "replacement." However, infrastructure bottlenecks, rapidly shrinking policy response capabilities, and a shrinking window for adjustment could lead this technological revolution to different outcomes. This article will analyze whether AI will eliminate or reshape jobs from three dimensions: historical lessons, empirical data, and potential risks.
BiyaNews
McKinsey's latest report: Stablecoins are poised to enter the $4 trillion era, with six major markets potentially becoming new hotspots for fintech.
Fintech has entered its "fifth era," where profitability and compliance are paramount, and AI is "killing" mediocre financial companies.
Yuliya
Interpreting the FBI's "2025 Internet Crime Report": AI Scams Become the Biggest Variable, and People Over 60 Become the Primary Target of Crypto Scams
Global cybercrime losses have surpassed a record high of $20.8 billion, with investment fraud and cryptocurrency-related crimes being the most rampant.
慢雾科技
CoinGecko CEX Spot Market Report: New Coins Peak Upon Listing, Almost All Fail Within 12 Months
Funds are flowing from Coinbase to retail-driven platforms such as Bitget and MEXC.
深潮TechFlow
加密衍生品基础设施的双轨分化： 2026–2030长波周期
未来市场将由“合规多辖区CEX”与“链上原生DEX”共同主导，两者功能互补。
币贝研究院
谁才是OpenClaw真正的最强代理？23项真实任务测评榜单发布
MyToken基于测评网站整理了一套专注评估AI编码代理实际能力的透明基准，只看成功率这一个核心维度（速度和成本属于其他独立维度，后续再单独分析）。完全公开、可复现，只呈现严谨的测评标准 + 最新成功率Top 10排行
MyToken
Who's Swimming Naked? An In-Depth Investigation into the Authenticity of Crypto Exchange Trading Volumes and Market Share
This article uses on-chain data to infer the true trading volume of eight major centralized exchanges (CEXs), exposing the industry's rampant practice of inflated trading volumes. Binance's true market share may reach 46%, while some exchanges report trading volumes that are more than 50% inflated. Learn how to identify genuine data and avoid the trap of fake rankings.
danny
IOSG: A Panoramic View of On-Chain Yields – The Evolution from Interest-Bearing Stablecoins to Crypto Credit Products
Stablecoin fixed-income products are more favored in a bear market, protocols are developing towards controlling traffic entry points and backend services, and alternative revenue sources such as RWA are emerging during interest rate cut cycles.
IOSG
Genius Terminal Evaluation Report: With the backing of CZ and YZi Labs, is it a windfall or a marketing trap?
The article comprehensively analyzes the project's advantages and potential risks from aspects such as core competitiveness and differentiation, technology and security audit, on-chain data and user growth, community evaluation and public opinion, and token and airdrop expectations.
PA研习社
In-depth research report on the privacy coin sector: a paradigm shift from anonymous assets to compliant privacy infrastructure.
Institutional funding is pouring into the crypto market, and privacy has transformed from a demand for anonymity into a critical infrastructure. The privacy space is shifting from complete anonymity to selective privacy and privacy computing to meet compliance requirements and achieve auditable and disclosable privacy protection.
火币成长学院
报告：熊市之下，Web3开发活动史无前例迅猛增长
市场虽深陷熊市，但以太坊和其他公链生态系统的开发却迎来史无前例的增长。
PA荐读
Binance研究院：回顾五个重点赛道的三季度市场状态
MarketPlus是BinanceResearch推出的加密市场状态研究报告，三季度该报告涉及了加密市场概况、DeFi、NFT和GameFi几个关键垂直领域。
Jordan
一周投融资总览：创新型Layer1再获资本关注，安全赛道成市场新宠
Web3区块链基础设施领域，除了安全保障类应用之外，底层区块链网络、支付设施、加密钱包、多链工具也受到了资本偏爱。
元宇宙日爆