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Goldman Sachs' Silicon Valley field research: AI accelerates industry reshuffling; data barriers, workflows, and pricing power build corporate moats.

Goldman Sachs' Silicon Valley field research: AI accelerates industry reshuffling; data barriers, workflows, and pricing power build corporate moats.

AI is reshaping the competitive landscape of the information and business services industries. The uniqueness of data assets, control over workflows, and monetization capabilities will determine which companies will emerge victorious in this transformation. According to TrendFocus, Goldman Sachs released a research report after completing its third annual Silicon Valley
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Gold selling pressure is about to dry up! Deutsche Bank: Even a hawkish Fed can't stop precious metals from strengthening; the next round of gains may be driven by active funds.

Gold selling pressure is about to dry up! Deutsche Bank: Even a hawkish Fed can't stop precious metals from strengthening; the next round of gains may be driven by active funds.

The gold market is at a critical turning point. A recent study by Deutsche Bank indicates that the systematic trading action (CTA) buying that has driven the current gold rally is nearing its end, while selling pressure is also almost exhausted. This combination suggests that even if the Federal Reserve
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August saw a global asset reshuffle: gold surged 9.7%, leading the pack, agricultural products soared, and long-term bonds emerged as the biggest losers.

August saw a global asset reshuffle: gold surged 9.7%, leading the pack, agricultural products soared, and long-term bonds emerged as the biggest losers.

Gold and agricultural products dominated the August gainers list, while long-term bonds came under pressure and hit multi-year highs, and the US dollar weakened for the second consecutive month. Global asset performance diverged significantly in August. According to Deutsche Bank's latest monthly review, precious metals and agricultural products
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