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Morgan Stanley: Compared with previous technological revolutions, AI is spreading faster, but there are "no signs of overwhelming job losses yet."

Morgan Stanley: Compared with previous technological revolutions, AI is spreading faster, but there are "no signs of overwhelming job losses yet."

Is artificial intelligence the engine of a productivity revolution or a disruptor of the job market? Morgan Stanley’s Chief Economist Seth B Carpenter gives a cautious and evidence-based judgment in his latest research: AI is the sixth major wave of innovation since the Industrial Revolution, and its spread is

Due to the "Hormuz shock," Goldman Sachs raised its Q4 Brent oil forecast to $90.

Due to the "Hormuz shock," Goldman Sachs raised its Q4 Brent oil forecast to $90.

``` The blockade of the Strait of Hormuz is draining global oil inventories at a rate exceeding 10 million barrels per day. According to Wind Chasing Trading Desk, on April 26th, Goldman Sachs’ Commodity Research team released the latest oil market report, sharply raising its Q4 2026 Brent crude price forecast

Discussion on dollar swap lines heats up, Besent backs financial rescue for Gulf nations

Discussion on dollar swap lines heats up, Besent backs financial rescue for Gulf nations

``` U.S. Treasury Secretary Besant openly endorsed the dollar swap line arrangements, characterizing them as a strategic tool to maintain dollar hegemony rather than a simple bailout for wealthy Gulf nations. According to media reports on the 27th, UAE Central Bank Governor Khaled Mohamed Balama proposed the concept of currency

Hedge funds are selling tech stocks at the fastest pace in two years, revealing cracks within the US stock market.

Hedge funds are selling tech stocks at the fastest pace in two years, revealing cracks within the US stock market.

``` Behind the new highs of the indexes, hedge funds are exiting tech stocks at their fastest pace in two years. Last week (through April 25), both the S&P 500 and Nasdaq rose, with the Nasdaq 100 (NDX) up 2% for the week. However, according to data from Goldman

DeepSeek "scared" Zhipu and MiniMax, but JPMorgan believes: V4 breaks the constraints of computing power, which is positive for the industry.

DeepSeek "scared" Zhipu and MiniMax, but JPMorgan believes: V4 breaks the constraints of computing power, which is positive for the industry.

On April 24, DeepSeek released the V4 preview, causing a sharp decline in the domestic AI large model sector—was this a concentrated release of market fears about a "potential threat", or the real reshaping of the competitive landscape? According to Wind Chasing Trading Desk, JPMorgan Securities (China)

After the surge, 59% of the U.S. stock market's value relies on future expectations; forward guidance this earnings season is more important than actual performance.

After the surge, 59% of the U.S. stock market's value relies on future expectations; forward guidance this earnings season is more important than actual performance.

After the S&P 500 rebounded sharply from its April low, valuation concerns returned to the forefront. The current market pricing logic requires that EPS achieve an average annual compound growth of over 11% for the next five years, a level that has rarely been sustained in the past

The real bottleneck in CPO mass production: not manufacturing, but testing

The real bottleneck in CPO mass production: not manufacturing, but testing

As the computing power expansion of AI data centers pushes CPO toward mass production, a neglected link is becoming the bottleneck of the entire industry chain—testing. With the ongoing expansion of AI data center scale, traditional copper interconnects are approaching their physical limits. Co-Packaged Optics (CPO) is regarded by