Behind the rebound of tech giants' stock prices: the commercialization of AI is the real engine.

[Coin World] Recently, I saw the stock price trend of a tech giant - after plummeting in the early session, it managed to rise 11% last month. Interestingly, institutions have also raised their earnings expectations for 2026. What do analysts think? Some admit there are risks, but they are more optimistic about several nodes: whether the new quarter's financial report guidance can exceed expectations, when the next-generation large model will be launched, and the monetization ability of social and messaging products. Two research institutions have given bullish target prices of $730 and $875 - both reasons point to the same thing: AI-driven growth still has a lot of room. In other words, the logic of this rebound lies not in past data, but in the future imagination of AI.