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The dark side of the moon ignites an AI trading upheaval, reviewing the winners and losers in the new landscape.

The dark side of the moon ignites an AI trading upheaval, reviewing the winners and losers in the new landscape.

The release of the Kimi K3 model by Moonshot AI has triggered the "DeepSeek Effect," sparking a new wave of repricing in global tech stocks and forcing investors to re-examine the core assumptions supporting AI trading logic. Moonshot AI unveiled its new generation model, Kimi K3, last Friday,

Ranked ninth globally and first among open-source models, Kimi K3’s breakthrough was immediately met with a “compute freeze”—ironically confirming the logic of hardware demand.

Ranked ninth globally and first among open-source models, Kimi K3’s breakthrough was immediately met with a “compute freeze”—ironically confirming the logic of hardware demand.

``` Open-source large models have never been so close to world-class levels—yet never before has their launch so dramatically demonstrated that the demand for computing power is far from its peak. On July 17, Moonshot AI released its new flagship model, Kimi K3. On the authoritative Text Arena comprehensive ranking,

The U.S. strategic petroleum reserve dropped by another 5.1 million barrels last week, reaching its lowest level in 43 years.

The U.S. strategic petroleum reserve dropped by another 5.1 million barrels last week, reaching its lowest level in 43 years.

``` Data from the U.S. Department of Energy shows that last week, the U.S. Strategic Petroleum Reserve (SPR) crude oil inventory decreased by about 5.1 million barrels, dropping to 311.4 million barrels—the lowest level since March 1983. This decrease in inventory is part of the U.

Microsoft and AMD deepen AI collaboration; Azure introduces Helios rack-level AI system.

Microsoft and AMD deepen AI collaboration; Azure introduces Helios rack-level AI system.

``` AMD and Microsoft expand their long-term cooperation, adding another important weight for AMD to challenge Nvidia's dominance in the AI chip market. On July 20, it was reported that Microsoft will deploy AMD's Helios rack-level solution on its Azure cloud platform to power cutting-edge model AI

Aulton New Energy aims to become the "first battery swapping stock." How is the story of battery swapping told now?

Aulton New Energy aims to become the "first battery swapping stock." How is the story of battery swapping told now?

``` The first stock of the battery swapping industry is finally coming. According to Hong Kong Stock Exchange disclosure on July 19, 2026, Aulton New Energy Co., Ltd. has officially submitted its prospectus, aiming to become the “first battery swapping stock” in Hong Kong. Against a backdrop of policies encouraging separation

AI concerns rise, US stock short positions hit record high.

AI concerns rise, US stock short positions hit record high.

``` Short positions in US stocks are reaching the highest levels on record, reflecting investors' deep concerns over whether the recent rally can be sustained. The S&P 500 fell 1.6% last week, rebounding 18% since the end of March. According to data from S3 Partners LLC going

AI trading faces "leverage backlash," South Korea becomes the world's first stress test.

AI trading faces "leverage backlash," South Korea becomes the world's first stress test.

``` The South Korean stock market is footing the bill for high-leverage global AI trades. As KOSPI swiftly pulls back, the leveraged funds, options positions, and market maker hedging mechanisms that once drove the AI rally are now amplifying the market's decline in the opposite direction. Goldman Sachs believes