Shenwan Hongyuan released a research report stating that network devices are shifting from traditional 800G to 1.6T rates, with optical interconnection becoming an important evolutionary direction for enhancing the upper limit of AI computing power.

Goldman Sachs Volatility Panic Index surged to 9.57, approaching its maximum value, with the largest single-day increase ranking third in history, and the combined two-day volatility setting a new record. Historical data shows that after this index has exceeded the 9.5 threshold 15 times, the S&P 500 has seen an average three-month gain of 4.6% with a success rate of 80%. However, Goldman Sachs traders warn that forced liquidations have not yet fully cleared, and the market is still searching for a bottom, but opportunities on the other side are becoming increasingly difficult to ignore.

SpaceX (SPCX.US) announced on Friday that Don Harrison has resigned from the company's board of directors.