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In the AI era, only "pay-for-results" is possible! Consulting giants like McKinsey face pressure to change their fee models.

In the AI era, only "pay-for-results" is possible! Consulting giants like McKinsey face pressure to change their fee models.

``` Top management consulting firms such as McKinsey are facing a transformation of fee structures driven by artificial intelligence. Clients are increasingly demanding that consulting fees be linked to actual results rather than billed by consultant hours, a trend that is reshaping the business logic of the entire professional services industry.

Fighting while negotiating! On the 25th, the US military carried out a "self-defense strike" in southern Iran.

Fighting while negotiating! On the 25th, the US military carried out a "self-defense strike" in southern Iran.

``` The fragility of the US-Iran ceasefire agreement was exposed again on Monday. US forces carried out strikes on Iranian targets in the Strait of Hormuz, just hours after Trump declared that negotiations between the two parties were progressing smoothly. According to CCTV News on the 26th, Captain Tim Hawkins, spokesperson

What is the key variable that determines the AI bull market?

What is the key variable that determines the AI bull market?

``` Oil prices are above $100/barrel, the Strait of Hormuz has not yet been reopened to normal traffic, inflation and interest rate pressures are resurfacing, and expectations for Fed rate cuts are becoming more vulnerable. According to the traditional macro framework, this is not the most comfortable environment for high-valuation

"The 'AI frenzy' does not care about costs—this is currently the biggest macro influencing factor globally."

"The 'AI frenzy' does not care about costs—this is currently the biggest macro influencing factor globally."

Morgan Stanley believes that the current global economy is being led by a kind of “inelasticity” demand that ignores prices, ignores interest rates, and disregards geopolitics, and its **absolute core engine is AI infrastructure construction**. On May 26, Morgan Stanley’s latest mid-year outlook report revealed a core logic powerful

BlackRock Fund Manager: The reasons for a Fed rate cut are "already sufficient."

BlackRock Fund Manager: The reasons for a Fed rate cut are "already sufficient."

``` BlackRock fund managers believe the Fed has sufficient reasons to cut rates, and that bets in the bond market on rate hikes may be premature. On May 25, Navin Saigal, Global Head of Fixed Income Asia-Pacific at BlackRock, stated that under the leadership of new Fed Chair Walsh, the Federal

ComputeX 2026 is about to open, with Jensen Huang, Lisa Su, and Charles Liang arriving in Taiwan to "secretly visit" the supply chain.

ComputeX 2026 is about to open, with Jensen Huang, Lisa Su, and Charles Liang arriving in Taiwan to "secretly visit" the supply chain.

``` The three global AI chip giants are visiting Taiwan intensively on the eve of ComputeX 2026, reflecting that AI infrastructure construction is expanding from a GPU competition to cover the entire chain, including CPUs, ASICs, advanced packaging, and more. According to a DIGITIMES report on Tuesday, industry sources revealed that

After Congo and Zimbabwe restricted cobalt and lithium exports, Guinea, the "world's largest bauxite producer," plans to announce export control measures in June.

After Congo and Zimbabwe restricted cobalt and lithium exports, Guinea, the "world's largest bauxite producer," plans to announce export control measures in June.

``` The global bauxite supply landscape is facing a new round of tightening pressure. On May 25, Bloomberg reported that Guinea, the world's largest bauxite producer, plans to formally announce regulatory reform measures for bauxite exports in June, aiming to boost prices back to a "reasonable level"