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The Federal Reserve may "stand pat" next week; economists predict a rate cut will have to wait until after Powell's "exit."

The Federal Reserve may "stand pat" next week; economists predict a rate cut will have to wait until after Powell's "exit."

Robust economic growth momentum and still stubborn inflation data are reshaping market expectations for the Federal Reserve’s policy path. According to the latest survey, the Fed is likely to keep interest rates unchanged at next week's meeting, and the likelihood of a rate cut this quarter has

At a closed-door Davos dinner, the US Secretary of Commerce harshly criticized Europe for "lacking competitiveness," prompting Lagarde to leave in anger.

At a closed-door Davos dinner, the US Secretary of Commerce harshly criticized Europe for "lacking competitiveness," prompting Lagarde to leave in anger.

At a closed-door dinner in Davos, the increasingly tense trade and economic relations between the United States and Europe were brought to light by a diplomatic spat. According to sources cited by Bloomberg on the 21st, this exclusive event, open only to invited guests, was held on Tuesday evening and

Demand is overwhelming! Due to urgent computing power constraints, Zhipu AI imposes "purchase limits": Only 20% of GLM Programming Plan is sold daily, with priority given to existing users.

Demand is overwhelming! Due to urgent computing power constraints, Zhipu AI imposes "purchase limits": Only 20% of GLM Programming Plan is sold daily, with priority given to existing users.

Due to a surge in users following the release of the latest large language model GLM-4.7, Zhipu AI is facing a severe computing power bottleneck and has had to urgently implement traffic limiting measures. The company announced that starting January 23, it will drastically reduce the daily new subscription

Is the "DRAM storm" sweeping into the automotive industry?

Is the "DRAM storm" sweeping into the automotive industry?

According to Wind Pursuit Trading Desk, UBS’s latest global automotive industry research report shows that a supply chain shock triggered by DRAM (Dynamic Random Access Memory) chips is looming over the automotive industry. As global wafer capacity is tilted toward high-performance chips due to the explosive growth of generative

Goldman Sachs: AI is igniting a major cycle in PCBs

Goldman Sachs: AI is igniting a major cycle in PCBs

Goldman Sachs points out that the construction of artificial intelligence infrastructure is driving the PCB (Printed Circuit Board) and CCL (Copper Clad Laminate) industries into a super-cycle. The bank believes that, as AI server specifications continue to upgrade, the industry is experiencing a dual momentum of “higher speed” and “larger

The "gap between rich and poor" in storage chips is widening—how are winners and losers really chosen?

The "gap between rich and poor" in storage chips is widening—how are winners and losers really chosen?

The wave of artificial intelligence is reshaping the valuation logic of the semiconductor industry. As AI-driven demand explodes, the storage chip market is undergoing a significant divergence. According to ZF Trading Desk, a Morgan Stanley research report published on January 20 indicates that in the first half of 2026, DRAM

Zuckerberg's counterattack has begun? Meta's super lab delivered the first batch of key AI models this month.

Zuckerberg's counterattack has begun? Meta's super lab delivered the first batch of key AI models this month.

``` Meta’s new AI lab delivers its first key models, Zuckerberg’s restructured strategy shows initial results. Meta Platforms’ Chief Technology Officer Andrew Bosworth revealed on Wednesday that the Meta Superintelligence Lab, founded last year, delivered its first batch of key AI models internally this month, marking the preliminary achievements