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Goldman Sachs comments on Kimi K3: China's open-source models have reached a global tipping point in "intelligence," with fierce competition among high-end models.

Goldman Sachs comments on Kimi K3: China's open-source models have reached a global tipping point in "intelligence," with fierce competition among high-end models.

``` The launch of Kimi K3 marks a new stage for China’s open-source AI models in the global competitive landscape—model intelligence has reached the critical point for worldwide mass adoption, pricing power is rising, but fierce competition in the high-end programming sector is putting pressure on related stocks. According

Is the AI bull market over? The market is full of doubts.

Is the AI bull market over? The market is full of doubts.

``` Tech companies are enjoying robust profits and aggressive capital expenditure plans, yet share prices have failed to rise—this divergence is confounding investors. The narrative of an AI boom ending has evolved from a single storyline into a web of multiple scenarios, significantly increasing market uncertainty. According to Chase Wind

"Stored 'New Ghost Story': Is the US Going to Grab Money?"

"Stored 'New Ghost Story': Is the US Going to Grab Money?"

``` The demands of the United States on South Korea’s semiconductor industry are shifting from “building factories” to “sharing profits.” On Friday, The Korea Times cited informed sources reporting that Rick Switzer, Deputy U.S. Trade Representative, explicitly told South Korean Trade Minister Ahn Duk-geun during their meeting last month

AI Trend Indicator! Oracle bond CDS rises to historic high

AI Trend Indicator! Oracle bond CDS rises to historic high

``` Oracle Corporation's credit risk indicators have risen to historical highs, reflecting deep market concerns about the sustainability of the AI investment boom. According to ICE Data Services, Oracle’s credit default swap (CDS) spread increased by about 10 basis points to 198.23 on Friday, marking a historic

SpaceX's market value has already evaporated by 1 trillion dollars.

SpaceX's market value has already evaporated by 1 trillion dollars.

``` SpaceX’s stock price has continued to fall, with its market capitalization evaporating by more than $1 trillion since its IPO peak. The rocket and AI giant founded by Elon Musk is facing the most severe valuation test since its listing. On Friday, SpaceX’s stock dropped 5.4%, closing

Renewed conflict between the US and Iran prompts hedge funds to aggressively increase oil positions, at the fastest pace in ten years.

Renewed conflict between the US and Iran prompts hedge funds to aggressively increase oil positions, at the fastest pace in ten years.

``` The escalating U.S.-Iran conflict is profoundly reshaping the global crude oil market landscape. Hedge funds are betting on Brent crude oil rising at the fastest pace in nearly a decade, as disruptions to the Strait of Hormuz and tightening fuel supplies are driving up both oil prices and

A single week drop of 10%, three consecutive weeks of sharp declines, a 20% pullback from the high! The "AI bull market leader" is experiencing one of the largest momentum sell-offs in history.

A single week drop of 10%, three consecutive weeks of sharp declines, a 20% pullback from the high! The "AI bull market leader" is experiencing one of the largest momentum sell-offs in history.

``` U.S. semiconductor stocks have suffered their most brutal weekly decline in more than a year, with the Philadelphia Semiconductor Index pulling back over 20% from its June high, officially entering a technical bear market. The selloff has been characterized by Christian Mueller-Glissmann, head of asset allocation research at Goldman