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The "addiction to debt" that can't be kicked

The "addiction to debt" that can't be kicked

``` Major overseas economies are becoming addicted to debt and unable to extricate themselves. Expansionary fiscal policies are dragging them into a protracted “debt test”. Since the end of August, a global long-term bond selloff has swept in from continental Europe. In France, the government faced a confidence vote, leading the

Optimus 3 is coming? Tesla's brand new "golden Optimus Prime" information leaked, human-like hands become the focus

Has Tesla's humanoid robot—Optimus—evolved yet again? Just now, after Salesforce founder Marc Benioff toured Tesla’s offices, he casually shared a video of a brand new Optimus robot—the “Golden Optimus”—on social media platform X, instantly igniting the tech world. “Lead the way to get

How bad do this week's nonfarm payrolls have to be for the Fed to cut rates by 50 basis points?

How bad do this week's nonfarm payrolls have to be for the Fed to cut rates by 50 basis points?

This Friday's U.S. Non-Farm Payroll report is becoming the focus of investors' attention, as its result may directly determine whether the Federal Reserve will take a more aggressive 50-basis-point rate cut action in September. According to the latest analysis by Steve Englander, Global Head of FX

High debt meets high inflation, the UK is in trouble.

High debt meets high inflation, the UK is in trouble.

``` Inflationary pressures are most severe among major developed economies, with government debt as a proportion of GDP rising sharply. The UK economy is set to face big trouble: there is less room for the central bank to further cut rates, and large-scale tax hikes are almost inevitable. On September 4th,

Summary of Hot Chips 2025 Key Points: Google TPU Performance Surge, Meta's Computing Power Investments, Optical Modules, Ethernet Driving Scale Up, and More

Summary of Hot Chips 2025 Key Points: Google TPU Performance Surge, Meta's Computing Power Investments, Optical Modules, Ethernet Driving Scale Up, and More

``` The growth in AI demand is far from slowing down, and multiple technological breakthroughs are reshaping the industry landscape. On September 3, JPMorgan Chase stated in its latest research report that after attending the Hot Chips 2025 conference, analysts believe the explosive growth of AI on both the consumer and

The Shanghai Composite Index fell nearly 1%, the STAR 50 Index dropped over 2%, AI hardware stocks declined across the board, with Cambricon falling over 7%. Government bonds rose, while commodities fell.

The Shanghai Composite Index fell nearly 1%, the STAR 50 Index dropped over 2%, AI hardware stocks declined across the board, with Cambricon falling over 7%. Government bonds rose, while commodities fell.

``` On September 4, A-shares fluctuated lower in the morning session, with all three major indexes falling collectively. The Shanghai Composite fell back below 3800 points, the ChiNext Index reversed to drop more than 1% after once rising over 1.5%. Power batteries, lithium batteries, energy storage and other new energy

Google won, Apple smiled.

Google won, Apple smiled.

``` Google antitrust case verdict announced, Apple may become the bigger winner. On September 2nd, U.S. Federal Judge Amit P. Mehta ruled in Google's antitrust case that it does not have to sell Chrome browser and, more importantly, that Google can continue cooperating with Apple on search engine