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Polysilicon and industrial silicon saw significant increases today. What is the actual relationship between the two in the industry chain? This infographic clarifies the conduction path of silicon-based varieties from raw materials and smelting to photovoltaic terminals.

Glonghui, May 7th | Morgan Stanley released a research report stating that BeiGene's total revenue for the first quarter reached $1.513 billion, exceeding the estimated $1.433 billion, benefiting from higher collaboration revenue. The American Depositary Shares (ADS) diluted GAAP earnings per share was $1.96, above the market expectation of $0.76, supported by higher interest income. Net product revenue was $1.487 billion, surpassing the market forecast of $1.424 billion. Among these, core product Brukinsa recorded sales of $1.095 billion, also above market expectations. The company's 2026 revenue guidance was raised from $6.2 billion–$6.4 billion to $6.3 billion–$6.5 billion. The firm raised BeiGene's US stock target price to $395 and maintained an "Overweight" rating.

Glonghui May 7th｜CNBC host Jim Cramer stated on Wednesday that cloud computing giants must not be stingy with their spending on artificial intelligence development. Cramer made these remarks after some people described the rise in data centers and AI-related stocks as an “if you build it, they will come” model—meaning companies are actively investing in infrastructure with the hope of eventually attracting customers. However, Cramer pointed out that applying this famous line from the movie “Field of Dreams” to the AI boom ignores a crucial detail: the customers already exist, and the cloud service providers scrambling to keep up with demand are working hard to meet these needs. “The key about this data center construction boom is that it’s not a fantasy story, because the data centers are being built, the customers really are coming in droves, they’re already there staking their claim, and the trend is that every seat is quickly being filled,” he explained, using Amazon as an example to prove that the comprehensive expansion into AI is no longer just wishful thinking. Cramer quoted Amazon’s CEO, saying that investment must continuously increase: “If you don’t build this stadium, the customers will go elsewhere, and you’ll miss out on huge business opportunities.”