$0.000048
-$0.000009(-15.95%)
Market Cap
$194.12K
24h High
$0.000079
24h Low
$0.000034
24h Turnover
$54.14K
Total Supply
4.00B
Market Sentiment
Neutral
Fiat Exchange
FOUR (FOUR) Basics & Market Insights
Market Analysis
AI Market Enters Second Phase: 13F Filings Reveal Four Key Industry Chains Targeted by Institutional Investors13F filings for Q2 2026 reveal that institutional investors are shifting their focus from GPU giants like NVIDIA to AI storage, data centers, cloud platforms, and commercial applications. Drawing on the latest data, this article breaks down four core asset categories defining the second phase of AI investment and analyzes the underlying capital flow dynamics.2026-08-18

The AI Boom Shifts from GPUs to Storage: Will Micron, SanDisk, Seagate, or Western Digital Emerge as the Next Big Winner in AI Infrastructure?AI-driven inference demand is driving a revaluation in the storage industry. SanDisk has secured long-term contracts to lock in high growth, while Micron continues to benefit from HBM. Seagate is seeing a rebound in enterprise hard drive demand, and Western Digital’s valuation is recovering. Among these four major storage giants, which company offers the greatest investment poten2026-08-18

Zhipu’s Share Price Plummets Over 60% from Its Peak: Is the AI Model Hype Deflating or Are We Seeing a Return to Value?Zhipu opened sharply lower today, plunging 12%. The stock has now pulled back by more than 60% from its peak. In this article, we’ll analyze the future trajectory of this leading large-model stock from four perspectives: financial fundamentals, valuation logic, shareholder structure, and industry competition.2026-08-18

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