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"Attempting to disrupt oil exports," the Iranian military takes action!

"Attempting to disrupt oil exports," the Iranian military takes action!

``` The Iran-US conflict has suddenly escalated near the Strait of Hormuz, and efforts by both sides to negotiate a ceasefire are facing a severe test. According to CCTV News, on May 8 local time, Iran's Islamic Republic Navy Special Forces seized the oil tanker "Ocean Koi"

The cost of a $725 billion AI gamble: US tech giants’ cash flow hits lowest level in over a decade

The cost of a $725 billion AI gamble: US tech giants’ cash flow hits lowest level in over a decade

``` Tech giants are betting on AI infrastructure at an unprecedented scale, with this massive $725 billion gamble coming at the expense of a significant deterioration in their own financial health. According to the Financial Times, the combined free cash flow for Amazon, Alphabet, Microsoft, and Meta—the four hyperscale cloud

A petroleum crisis triggers the largest upcycle in oil services in 20 years?

A petroleum crisis triggers the largest upcycle in oil services in 20 years?

``` The global oil market is undergoing a "structural rupture," not just cyclical fluctuations. According to Wind Chasing Trading Desk, Barclays' latest report points out that the current supply shock triggered by conflicts in the Middle East is historically comparable to the 1973 Arab oil embargo and the

Core "Shovel Sellers" in the Era of Physical AI: Is Data Collection the Next Big Opportunity for Robots?

Core "Shovel Sellers" in the Era of Physical AI: Is Data Collection the Next Big Opportunity for Robots?

``` The foundational logic of artificial intelligence is shifting from “language understanding” by large language models to “world prediction” by world models. In this transition, the quality and acquisition capability of physical data have become core to development. As the key to solving the “data fuel” problem for world models and

$10 billion, no one dared to lend—SoftBank and OpenAI lower margin loan target to $6 billion

$10 billion, no one dared to lend—SoftBank and OpenAI lower margin loan target to $6 billion

``` SoftBank Group’s financing plan using OpenAI equity as collateral has encountered resistance, forcing a significant scale-down and reflecting deep market doubts about AI investment returns. On Friday, according to Bloomberg citing sources familiar with the matter, SoftBank has lowered the target size of this margin loan from $10 billion

"Stagflation trades" sweep the market—just how bad do tonight's nonfarm payrolls need to be to revive rate cut expectations?

"Stagflation trades" sweep the market—just how bad do tonight's nonfarm payrolls need to be to revive rate cut expectations?

``` The US April non-farm employment data will be released tonight at 20:30 Beijing time. The market expects about 65,000 new jobs, a significant slowdown from March’s 178,000. However, the core judgment among most Wall Street institutions is highly consistent: Against the backdrop of persistently high inflation

Before Pop Mart's earnings report, Deutsche Bank loudly calls for a sell: overseas cooling, domestic weakness, and the full year may turn to negative growth.

Before Pop Mart's earnings report, Deutsche Bank loudly calls for a sell: overseas cooling, domestic weakness, and the full year may turn to negative growth.

Renowned investor Duan Yongping’s high-profile increase in holdings boosted market sentiment, with Pop Mart’s stock price surging nearly 6% at one point on Friday. However, Deutsche Bank released a research report the previous day, maintaining a sell rating on the trend toy giant and lowering its target price