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AI capital expenditure is too overheated? Goldman Sachs: This is just the beginning.

AI capital expenditure is too overheated? Goldman Sachs: This is just the beginning.

``` Recently, massive capital expenditures in the AI sector have sparked market concerns about their sustainability. A new research report from Goldman Sachs clearly reveals that the current scale of AI investment is far from overheating, and this level of investment is sustainable, meaning the macro story of AI infrastructure construction

Head of Russian sovereign fund @Musk: Build a "Bering Strait tunnel" to connect Russia and the US

Head of Russian sovereign fund @Musk: Build a "Bering Strait tunnel" to connect Russia and the US

``` Kirill Dmitriev, head of the Russian sovereign wealth fund, proposed on social media that Elon Musk’s Boring Company build an undersea tunnel beneath the Bering Strait connecting Russia and Alaska, to be named the "Putin-Trump Tunnel." This proposal came after Trump and Putin had a phone conversation

Worried about a "bubble," the "most speculative" South Koreans have started buying "U.S. VIX."

Worried about a "bubble," the "most speculative" South Koreans have started buying "U.S. VIX."

``` Amid growing concerns over a valuation bubble in US stocks, South Korean retail investors known for aggressive trading are turning to complex leveraged VIX products, making large bets on sharp market volatility. According to data from Korea Securities Depository, so far this year, 2x leveraged long VIX futures ETFs have

The “valuation logic” of “Bitcoin miners”: “Generating electricity for AI” is several times greater than “mining Bitcoin”.

The “valuation logic” of “Bitcoin miners”: “Generating electricity for AI” is several times greater than “mining Bitcoin”.

``` The valuation logic of Bitcoin mining companies is undergoing a fundamental restructuring. With ready access to the power grid, these companies are rapidly transforming into technology infrastructure providers. The ability to immediately supply power to AI data centers has become a core advantage, helping Bitcoin mining companies gradually break free

Tmall Double 11 has unlocked a new trillion-yuan market.

Tmall Double 11 has unlocked a new trillion-yuan market.

``` Author | Huang Yu Editor | Wang Xiaojuan In the blink of an eye, Double 11 has reached its 17th year. This business symbol, which has long since become a totem of Chinese consumer vitality, has now also lost its "thrill" of the peak period. Shedding its past halo, as

Next week’s major financial agenda: important meetings, key data, a critical moment begins.

Next week’s major financial agenda: important meetings, key data, a critical moment begins.

``` Overview of Major Financial Events for the Week of October 20 – October 26, all times in Beijing Time: Key focuses next week: Major Chinese economic data, US CPI, Manufacturing PMI. The Fourth Plenary Session of the 20th Central Committee of the Communist Party of China, the 18th Meeting of the

"Blackstone President: Wall Street Underestimates the Disruptive Power of AI, Now Project Investments Are First Assessed for 'Disruption Risk'"

"Blackstone President: Wall Street Underestimates the Disruptive Power of AI, Now Project Investments Are First Assessed for 'Disruption Risk'"

``` Wall Street has underestimated the disruptive power of AI to overturn traditional business models and market structures. Jonathan Gray, President of Blackstone Group, has warned that Wall Street investors are underestimating the potential of artificial intelligence to make whole industries obsolete. The world's largest private equity firm has