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From "Data Fees" to "Token Fees": Which of the Three Major Telecom Operators Is the Biggest AI Winner?

From "Data Fees" to "Token Fees": Which of the Three Major Telecom Operators Is the Biggest AI Winner?

``` The stock prices of the three major telecom operators have collectively surged for two consecutive days. The intensive rollout of Token packages is reshaping the valuation logic of this sector—narratives of the telecom industry transitioning from a traffic economy to a Token economy are being rapidly priced in by

U.S. Treasury bulls collectively surrender: CTAs, asset managers, and Japanese funds withdraw simultaneously, an even bigger storm is brewing!

U.S. Treasury bulls collectively surrender: CTAs, asset managers, and Japanese funds withdraw simultaneously, an even bigger storm is brewing!

``` The U.S. Treasury market is experiencing a rare rout among bullish positions. On May 19, according to Chasewind Trading Desk, BofA's latest research report stated that bullish positions on the U.S. Treasury yield curve have completely capitulated, leaving only a small amount of out-of-the-money (OTM) residual

Lisa Su gives a speech in Shanghai: Predicts 5 billion people will use AI daily within 5 years, Chinese developers are indispensable

Lisa Su gives a speech in Shanghai: Predicts 5 billion people will use AI daily within 5 years, Chinese developers are indispensable

AMD chip giant CEO Lisa Su has been intensively sending positive signals this week in both Beijing and Shanghai. On May 19, Lisa Su delivered the keynote speech at the AMD AI Developer Day held in Shanghai. She pointed out that China possesses "the world's most dynamic

Is the Fed going to shrink its balance sheet? Bank of America: It’s probably just "much ado about nothing."

Is the Fed going to shrink its balance sheet? Bank of America: It’s probably just "much ado about nothing."

``` The market’s concerns about new Fed Chairman Kevin Warsh’s aggressive balance sheet reduction may be greatly overestimating what he can actually achieve. Warsh was recently officially confirmed by the Senate as Fed Chairman. Because he has long held a critical stance toward the Fed’s large balance sheet,

Tianqi Lithium CEO: Electric ships and trucks will drive lithium demand beyond current forecasts

Tianqi Lithium CEO: Electric ships and trucks will drive lithium demand beyond current forecasts

``` As the global battle for critical minerals continues to heat up, a warning has been issued by an executive from one of China's largest lithium producers, saying that market forecasts for lithium demand are generally too conservative. According to a report by the Financial Times on Tuesday, Tianqi

Former Horizon Robotics executives start a robotics foundational intelligence venture, securing tens of millions of yuan in seed funding.

Former Horizon Robotics executives start a robotics foundational intelligence venture, securing tens of millions of yuan in seed funding.

``` On May 19, news broke that the space intelligence large-model startup "DingDang Power" announced the completion of a tens of millions seed round of financing. This round was led by Horizon Robotics, with Zhengjing Fund following. It is understood that the funding will mainly be used for the

Meta layoff details leaked: Layoff notices sent out at 4 a.m., 7,000 employees transferred to AI, management positions will be drastically reduced.

Meta layoff details leaked: Layoff notices sent out at 4 a.m., 7,000 employees transferred to AI, management positions will be drastically reduced.

``` Meta's largest personnel restructuring in history is unfolding by the hour. Behind this layoff involving nearly 8,000 positions is a comprehensive organizational overhaul with AI as the core strategy. According to internal memos obtained by Business Insider and The Information, Meta's Chief of Human Resources,