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How much additional capital expenditure will Alibaba have? Morgan Stanley estimates "an increase of 3GW per year," UBS says "1-2GW," and each 1GW is roughly equivalent to 100 billion RMB in capital investment.

How much additional capital expenditure will Alibaba have? Morgan Stanley estimates "an increase of 3GW per year," UBS says "1-2GW," and each 1GW is roughly equivalent to 100 billion RMB in capital investment.

``` The production capacity roadmap revealed by Alibaba Cloud at the Yunqi Conference signals a massive transformation at an industry scale. As previously mentioned by Wallstreetcn, Alibaba CEO Wu Yongming sent out highly positive signals during the conference. Wu Yongming revealed that model token usage doubles every two to three months,
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The world’s second largest copper mine halts production due to a “major accident.” Wall Street: Black swan! “Traders buy first, then ask questions.”

The world’s second largest copper mine halts production due to a “major accident.” Wall Street: Black swan! “Traders buy first, then ask questions.”

``` A major mining accident is forcing the world’s second-largest copper mine to halt production, triggering a strong shock in the global metals market. On September 24, American mining giant Freeport-McMoRan (FCX) issued a statement announcing that its supply contracts had entered a state of “force majeure.” This sudden event
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