Admin

The three major A-share indexes fluctuated and rebounded, the STAR 50 Index fell by more than 1%, chip and semiconductor sectors underwent a broad correction, while the power sector bucked the trend and surged, and the Hang Seng TECH Index dropped 1%.

The three major A-share indexes fluctuated and rebounded, the STAR 50 Index fell by more than 1%, chip and semiconductor sectors underwent a broad correction, while the power sector bucked the trend and surged, and the Hang Seng TECH Index dropped 1%.

May 13, A-shares fluctuated and fell in the morning session, with the three major indexes collectively dropping at the open. The ChiNext Index once fell 1%, and the STAR 50 Index dropped more than 2%. Later, all three major indexes recovered amid fluctuations. Computing power hardware stocks fully adjusted, with
Admin
Don't just focus on chips, Goldman Sachs: From data management to employee training, AI Agents require "large-scale non-hardware investments".

Don't just focus on chips, Goldman Sachs: From data management to employee training, AI Agents require "large-scale non-hardware investments".

``` Author: Long Yue Source: Hard AI Market attention on AI investment is overly concentrated on hardware, while “non-hardware investments” such as data infrastructure, organizational redesign, and workforce restructuring are rapidly rising; their scale and impact can no longer be ignored. Joseph Briggs and other analysts from the Goldman Sachs Global
Admin
High inflation, short U.S. Treasuries! Expectations of "Fed rate hikes" are rising, and "bond veterans" predict "the 10-year U.S. Treasury yield will surpass 5% this year."

High inflation, short U.S. Treasuries! Expectations of "Fed rate hikes" are rising, and "bond veterans" predict "the 10-year U.S. Treasury yield will surpass 5% this year."

US inflation data has strengthened again, and the US Treasury market has encountered a new round of sell-offs. According to WallstreetCN, data released by the US Department of Labor on Tuesday showed April CPI accelerated due to rising oil and food prices, fueling expectations that the Fed will maintain high