Disclaimer : The content of this webpage is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product. In November 2025, three American technology giants—Microsoft, NVIDIA, and Anthropic—announced a strategic partnership totaling up to $15 billion. This deal not only caused Anthropic's valuation to soar to $350 billion but also marked the entry of the global artificial intelligence industry into a new phase

I. Macroeconomic Cycle: "Technology-Driven Recovery and Adjustment Phase" in 2025 Based on Kondratiev Wave theory and Schumpeter’s...