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MiniMax Goldman Sachs conference call: Confident in reaching $1 billion ARR this year, model advantage lies in "organizational agility," and highly integrated with domestic chips.

MiniMax Goldman Sachs conference call: Confident in reaching $1 billion ARR this year, model advantage lies in "organizational agility," and highly integrated with domestic chips.

On July 4, according to news from Chasewind Trading Desk, Goldman Sachs released its latest research report on July 3, stating that the MiniMax conference call sent a strong signal of commercialization and technological evolution: The management is highly confident in achieving the goal of $1 billion in annual recurring

Asset management giant: The market's expectations for AI productivity are overly optimistic

Asset management giant: The market's expectations for AI productivity are overly optimistic

The chief economist of Allianz, one of the world’s largest insurance and asset management groups, has warned that the market expectations for AI-driven productivity improvements are showing signs of irrational exuberance, and that the actual impact of AI on the real economy will be far more complex and uneven

Japan’s "Shunto" wage increase exceeds 5% for three consecutive years, supporting the central bank’s rate hike path.

Japan’s "Shunto" wage increase exceeds 5% for three consecutive years, supporting the central bank’s rate hike path.

Japan's annual wage negotiations have once again delivered impressive results, providing crucial support for the Bank of Japan to continue normalizing its monetary policy. On July 3, Bloomberg reported that the final statistics released by Japan's largest labor union "Rengo" on Friday showed that

Under extreme heat, electricity demand on the largest U.S. power grid hits a record.

Under extreme heat, electricity demand on the largest U.S. power grid hits a record.

The continuing heatwave in the eastern United States is pushing the nation’s largest power grid to its limits. Electricity demand at the PJM Interconnection grid on July 2 is likely to break the historical record set in August 2006; meanwhile, the risk of power outages is rising, electricity prices

Gold is now again watching the Federal Reserve’s moves.

Gold is now again watching the Federal Reserve’s moves.

The logic of the gold market is undergoing a significant "reversion." The latest research from JPMorgan reveals a harsh market reality: the pricing power of gold has returned to the hands of the Federal Reserve. On July 4, according to Chasing Wind Trading Desk, JPMorgan pointed out in

U.S. stocks saw the largest outflow of funds in three months, while Japanese stocks saw the largest inflow of funds in seven weeks.

U.S. stocks saw the largest outflow of funds in three months, while Japanese stocks saw the largest inflow of funds in seven weeks.

``` The US stock market is experiencing the most significant capital outflow this year, with funds shifting to certain international markets. On July 3, according to Bloomberg, Bank of America cited EPFR Global data showing that for the week ending July 1, US equity funds saw $17.2 billion in outflows,

Tesla, Meta, and Anthropic: Samsung Electronics' chip foundry orders backlog has reached 50 trillion won.

Tesla, Meta, and Anthropic: Samsung Electronics' chip foundry orders backlog has reached 50 trillion won.

``` Samsung Electronics is rapidly establishing its core position in the AI semiconductor market through its foundry business. On July 3rd, according to Korean media reports, the backlog of long-term orders for Samsung’s foundry division has reached nearly 50 trillion KRW. After securing Tesla’s AI chip order last year,