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Keep a close eye on the global financial market, covering the stock market, foreign exchange, bonds, commodities, etc.
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10-16 10:24
A股三大指数集体高开，创业板早盘一度翻绿，军工、创新药爆发，AI硬件回暖，恒科指涨超1%，科网股普遍反弹
A股三大指数集体高开，创业板早盘一度翻绿，军工、创新药爆发，AI硬件回暖，恒科指涨超1%，科网股普遍反弹10-16 10:00
全球科技股暴跌，黄仁勋下场“救市”：力挺CoreWeave，直指“AI算力全靠两家实验室买单”是巨大误读
全球科技股暴跌，黄仁勋下场“救市”：力挺CoreWeave，直指“AI算力全靠两家实验室买单”是巨大误读10-16 06:55
美联储官员放鹰：Daly称供应冲击不应再"静观其变"，Hammack称通胀预期固化或需更激进加息
美联储官员放鹰：Daly称供应冲击不应再"静观其变"，Hammack称通胀预期固化或需更激进加息10-16 02:12
Meta发布8160亿参数“美国最强开放权重模型”，联手苹果让大模型跑上Mac，最强模型仍闭源
Meta发布8160亿参数“美国最强开放权重模型”，联手苹果让大模型跑上Mac，最强模型仍闭源10-15 20:20
江波龙Q3净利润预增740.33%至964.26%，公司示警：存储涨价红利正在退潮 | 财报见闻
江波龙Q3净利润预增740.33%至964.26%，公司示警：存储涨价红利正在退潮 | 财报见闻User Discussion
Is this normal?
SpaceX, Broadcom, and Oracle are issuing massive amounts of bonds! The US bond market is "overcrowded," with "increasing concentration, ultimately influenced by the AI cycle."
🌕
Following the explosive popularity of Meta's Muse, OpenAI urgently launched its personal assistant "O" to counter this, with a Dev Day release expected.
What a COPY CAT 🤣🤣
The price of the Xiaomi 18 Pro continues to rise, with the top-of-the-line version breaking the 10,000 yuan mark.
R/s wow I think the the e
Behind the AI debt frenzy: $70 billion in off-balance-sheet hidden liabilities raise concerns among bond investors.
🙈
AMD's best-ever financial report resulted in a 9% plunge: The market doesn't want good results, but acceleration.
who YOLO, this time YOLO[得意]
Retail investors in "YOLO" are trapped! Momentum factors hit their biggest pullback/retracement in four years, with the most popular stocks evaporating 25% in one month.
🐮🍺
Reaching out to South Korean chip giants again: SK Hynix and Samsung's "excess profits" may need to be shared with the US.
MU already price in 2027
Storage capacity simply can't keep up! Micron warns: Stock shortages will continue until after 2026
1
Ahead of Pop Mart's earnings report, Deutsche Bank shouted "sell": overseas cooling, domestic weakness, may turn negative for the whole year.
Q
Ahead of Pop Mart's earnings report, Deutsche Bank shouted "sell": overseas cooling, domestic weakness, may turn negative for the whole year.
1
Ahead of Pop Mart's earnings report, Deutsche Bank shouted "sell": overseas cooling, domestic weakness, may turn negative for the whole year.
1
The "TACO" is outdated, and Wall Street is flooded with "NACHO" trading!
g
TSMC's April revenue increased by 17.5% year-on-year, with AI demand supporting its full-year expansion momentum.
Nice to know
Unveiling another side of Altman: lies, intrigue, and trillion-dollar bets
Mark
The IEA warns that the intensity of the Gulf energy shock exceeds the combined intensity of 1973, 1979, and 2022, and the global economy is entering a "Black April"!
mark
The most exciting "survey"? "Internet celebrity AI research institution": Public data underreports 50% of the actual traffic volume in Hormuz.
Wow
AI computing power is a fatal flaw! Broadcom's director named "three major bottlenecks," suggesting the capacity shortage may persist until 2027.