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Four factors driving the surge in US Treasury yields: war, deficits, the Federal Reserve, and the AI financing boom.

Four factors driving the surge in US Treasury yields: war, deficits, the Federal Reserve, and the AI financing boom.

The recent surge in US Treasury yields to multi-year highs is not due to a single factor. According to a Wall Street Journal analysis on September 2nd, four forces are simultaneously pressuring the bond market: reignited inflation expectations triggered by war, runaway fiscal deficits, a shift in the policy style

From the seabed to satellites, a covert battle for control of data flow is unfolding!

From the seabed to satellites, a covert battle for control of data flow is unfolding!

Digital connectivity is evolving from a public infrastructure into a core battleground for geopolitical competition. According to a recent report by Deutsche Bank Research Institute, submarine cables carrying over 99% of global intercontinental data traffic and increasingly critical communication satellite networks have become strategic strongholds for various forces vying for

Nvidia management explains: Where does the market-shaking 70% revenue guidance come from?

Nvidia management explains: Where does the market-shaking 70% revenue guidance come from?

Nvidia management explains: Where does the market-shaking 70% revenue guidance come from? Nvidia's unusual move to provide a multi-year revenue outlook has drawn widespread attention. In its latest report released on September 2nd, JPMorgan Chase stated that, based on recent discussions with Toshiya Hari, NVIDIA's Vice

OpenAI's new model "Astra" features a core technology called "deep looping" that enables powerful reasoning, but allows for the output of "thought chains" that are no longer fully completed.

OpenAI's new model "Astra" features a core technology called "deep looping" that enables powerful reasoning, but allows for the output of "thought chains" that are no longer fully completed.

OpenAI's upcoming new model "Astra" is generating widespread attention and controversy in the AI research community. It may bring the biggest leap in performance since GPT-4, but the new inference technology behind it has also raised concerns about a decline in AI security monitoring capabilities. According

Workbuddy's "Openness and Win-Win" Approach: Harness Becomes Tencent's "Crown Jewel"

Workbuddy's "Openness and Win-Win" Approach: Harness Becomes Tencent's "Crown Jewel"

Tencent's AI workbench, WorkBuddy, has officially opened its ecosystem platform, showcasing its platform ambitions in the agent sector with a lineup of over 100 partners. Jefferies' latest research report characterizes Harness as Tencent's "crown jewel," believing its flywheel effect is emerging and its

Trump stated that the new round of strikes against Iran would not "last long" and that the US was "ready" to launch another attack.

Trump stated that the new round of strikes against Iran would not "last long" and that the US was "ready" to launch another attack.

On September 2, local time, US President Trump told reporters at the White House that the new round of US strikes against Iran would not "last long." Trump said Iran is attempting to rebuild its radar, missile, and mine-laying systems. The US military's attack on Iran

An anti-data center movement is sweeping the United States, with Bessant blaming cloud giants for "not knowing how to win people's hearts and minds."

An anti-data center movement is sweeping the United States, with Bessant blaming cloud giants for "not knowing how to win people's hearts and minds."

U.S. Treasury Secretary Bessant publicly criticized tech giants, accusing them of failing to win public support during the massive expansion of artificial intelligence infrastructure, which exacerbated the nationwide boycott of data center construction. According to Bloomberg, Bessant stated bluntly at an event hosted by the Economic Club of Charlotte,