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The battle for market narratives affecting trillions in capital: on one side, "AI disrupts everything"; on the other, "AI's returns are insufficient."

The battle for market narratives affecting trillions in capital: on one side, "AI disrupts everything"; on the other, "AI's returns are insufficient."

``` The current global market is experiencing an unusually “high-noise, high-liquidity” period, with a level of chaos that confounds even the most seasoned traders. Tony Pasquariello, Head of Hedge Fund Business at Goldman Sachs, frankly stated that, apart from major trauma periods like the global financial crisis or the COVID-19 pandemic,

Wall Street bold prediction: To hedge labor shortages, Walsh may tolerate 2.5%-3.5% inflation!

Wall Street bold prediction: To hedge labor shortages, Walsh may tolerate 2.5%-3.5% inflation!

The Federal Reserve’s monetary policy framework may be undergoing a major shift. BCA Research analyst Dhaval Joshi predicts that under future Fed Chair Walsh, the Fed may in effect tolerate inflation rising to the 2.5%-3.5% range to support the U.S. economy running at a higher

What has happened in the Japanese market recently?

What has happened in the Japanese market recently?

``` The Japanese market is undergoing a significant turning point, with a fundamental shift in market pricing logic. After the Liberal Democratic Party won a landslide victory in the House of Representatives election, the yen yield curve flattened, inflation expectations stabilized, and the yen strengthened—showing the typical response of developed

"Key variables of 'AI trading': The higher the exposure to the service sector, the greater the risk of AI disruption; 'AI infrastructure' is the most advantageous."

"Key variables of 'AI trading': The higher the exposure to the service sector, the greater the risk of AI disruption; 'AI infrastructure' is the most advantageous."

``` Morgan Stanley recently pointed out that against the backdrop of rapid advancement in AI technology, investors need to distinguish between "infrastructure providers benefiting from AI development" and "service providers that may be disrupted by AI". On February 14th, according to Wind Trading Desk, Morgan Stanley'

Mercedes-Benz China changes leadership, bidding farewell to the "Duan Jianjun era"

Mercedes-Benz China changes leadership, bidding farewell to the "Duan Jianjun era"

``` Author | Chai Xuchen Editor | Zhou Zhiyu Benz’s first local executive in China is about to leave. On February 14, Mercedes-Benz (China) officially announced: Duan Jianjun has resigned as President and CEO for personal reasons. Starting March 1, the baton will be passed on to current Executive Vice President of

Is the US considering lowering steel and aluminum tariffs? What does this mean for metals?

Is the US considering lowering steel and aluminum tariffs? What does this mean for metals?

``` Recently, there have been market rumors that the U.S. is considering lowering tariffs on certain steel and aluminum products. In response, Morgan Stanley stated that even if tariff adjustments do occur, their impact would be extremely limited. On February 14, according to Xinhua News Agency, several U.S. media

Qunhe Technology secures overseas filing, the first listed company among the "Hangzhou Six Little Dragons" is approaching.

Qunhe Technology secures overseas filing, the first listed company among the "Hangzhou Six Little Dragons" is approaching.

Qunhe Technology, one of the "Six Little Dragons of Hangzhou," is approaching a key milestone towards its Hong Kong IPO. On February 13, Qunhe Technology received the Overseas Issuance and Listing Filing Notice from the China Securities Regulatory Commission, now only one step away from being listed. Looking