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J.P. Morgan Asset Management: China's technology sector will see "more DeepSeek moments"

J.P. Morgan Asset Management: China's technology sector will see "more DeepSeek moments"

J.P. Morgan Asset Management anticipates that Chinese technology stocks will continue to benefit from technological breakthroughs. As China intensifies its efforts to cultivate more innovative companies like DeepSeek, investors are expected to witness more milestone achievements. The firm believes that the growth of AI spending and policy support will

Prelude to yen intervention emerges; market may face a "surprise attack," closely watch the "rate check."

Prelude to yen intervention emerges; market may face a "surprise attack," closely watch the "rate check."

Nomura warns that the Japanese Ministry of Finance’s rules of the game for yen intervention are changing. The nature of market volatility suggests that officials may have escalated from verbal warnings to substantial tactical preparations, and the risk of intervention has risen significantly. According to Wind Chasing Trading Desk,

Large models begin "cracking" math problems in bulk

Large models begin "cracking" math problems in bulk

``` Breakthroughs in artificial intelligence within the field of mathematics are accelerating. Since Christmas, 15 out of over 1,000 unsolved problems left by renowned mathematician Paul Erdős have gone from "unsolved" to "solved" status, among which 11 explicitly marked AI model involvement in the solving process.

Trump: Although Powell is being investigated, there are no plans to remove him directly.

Trump: Although Powell is being investigated, there are no plans to remove him directly.

On Wednesday, Trump stated that although the Justice Department is investigating the Federal Reserve’s renovation project, he currently has no plans to directly remove Fed Chairman Powell. This statement somewhat clarified recent speculation regarding changes in the Federal Reserve’s leadership, but Trump still insists that the president should

TSMC earnings call: Q1 sales expected to be $34.6 billion to $35.8 billion, with a gross margin of 63% to 65%.

TSMC earnings call: Q1 sales expected to be $34.6 billion to $35.8 billion, with a gross margin of 63% to 65%.

TSMC: First quarter sales are expected to be between $34.6 billion and $35.8 billion, market estimate is $33.22 billion; First quarter gross margin is expected to be between 63% and 65%, market estimate is 59.6%. More updates to follow... Risk Warning and Disclaimer The market carries

Landmark change! McKinsey reforms campus recruitment, requiring graduates to use AI to complete case tests.

Landmark change! McKinsey reforms campus recruitment, requiring graduates to use AI to complete case tests.

``` Global top consulting firm McKinsey is piloting a recruitment process reform, requiring business school graduates to use its AI assistant Lilli to complete case analysis in interview tests. This change marks the deep penetration of artificial intelligence into workplace recruitment, as even the world’s most competitive recruitment processes are

The Global AI Bottleneck: Why Can’t TSMC’s Production Capacity Keep Up with the World’s Ambitions?

The Global AI Bottleneck: Why Can’t TSMC’s Production Capacity Keep Up with the World’s Ambitions?

``` The global artificial intelligence arms race is hitting a hard physical barrier: TSMC’s production lines. As the dominant foundry for the world’s most advanced chips, TSMC is facing an almost frantic capacity demand from Silicon Valley tech giants, and its existing manufacturing capabilities can no longer keep up