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2026/2/10
Building on the AI-driven bull run in technology stocks in 2025, U.S. equities entered early 2026 amid record-high sentiment, even as doubts began to surface over the efficiency of capital spending by major tech companies. Alphabet, Microsoft, Meta, and Amazon have sharply expanded AI-related CapEx. Despite strong revenue and earnings performance, the market is no longer willing to buy into the growth narrative alone. At the same time, rapid progress by Anthropic and AI agents is reshaping the valuation framework of the SaaS software industry. This article examines how AI capital expenditure, cash flow pressure, and breakthroughs at the application layer are collectively influencing the valuation direction of U.S. technology stocks in early 2026.
# Stocks
# USA
# Service Industry
# Fundamental Analysis
2026/1/29
Uber’s joint debut of a Robotaxi with Lucid and Nuro at CES 2026 not only signals that autonomous driving is entering a new phase of commercialization, but also clearly illustrates Uber’s strategic shift from in-house development toward becoming a “Robotaxi ecosystem integrator.” This article examines how Uber is leveraging a highly asset-light partnership model to connect electric vehicle manufacturers, autonomous driving technology providers, and its global ride-hailing platform, building a hybrid network in which human drivers and Robotaxi coexist to further improve vehicle utilization and platform pricing power. It also explores how, amid continued expansion by competitors such as Waymo and Tesla, Uber can still maintain a critical position in the autonomous mobility landscape by capitalizing on its massive user base and cross-market dispatch capabilities.
2024/10/18
The food industry encompasses the entire production chain, from raw material supply to final consumption. In the upstream sector, Taiwan primarily relies on imported raw materials. The midstream food processing industry focuses on converting these raw materials into semi-finished products, incorporating concepts of health and sustainable development. The downstream sector is divided into edible food and the food service industry, ranging from nutritional supplements to chain restaurants. All of these players are key members of the food industry chain.
# Investment
# Taiwan
# Manufacturing Industry
As global climate change intensifies and countries actively promote net-zero carbon emission policies, Taiwan has also set its goal for net-zero emissions by 2050 into the Climate Law, bringing the green energy industry into focus. The green energy supply chain can be divided into three parts: upstream developers and general contractors, midstream power generation and energy storage companies, and downstream electricity retailers. As the green energy industry continues to take shape, its future growth potential is substantial.
Financial services encompass a wide range of areas, from banking deposits and loans to securities and insurance, significantly impacting our daily lives. This article introduces classifications within the financial industry, including financial holding companies, banks, securities, and insurance, and analyzes their respective business models. Additionally, the article also delves into financial sector ETFs, comparing some popular ETFs such as 0055, 00701, 00907, and 00731.
# ETFs
With the potential reopening of cross-strait tourism, the tourism industry has quickly become a market focus. The tourism sector can primarily be divided into three core industries: accommodation, dining, and entertainment, alongside supporting sectors such as aviation and travel services. Accommodation provide lodging options for travelers. Dining offers food and beverage services, Entertainment encompasses leisure activities for tourists. Aviation handles transportation, and travel services acts as the link between tourists and the industry. The tourism industry is highly sensitive to economic conditions and government policies.
# Macroeconomics
# Central Bank
# Macroeconomic Data
