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SK Chairman Chey Tae-won warns: AI is devouring everything, this year's tens of billions in profits could instantly turn into massive losses.

SK Chairman Chey Tae-won warns: AI is devouring everything, this year's tens of billions in profits could instantly turn into massive losses.

SK Group Chairman Chey Tae-won warned that the market’s optimistic expectation that SK Hynix's operating profit this year might exceed $100 billion could just as easily turn into a $100 billion loss. He emphasized that artificial intelligence is devouring everything during a period of transformation, and the

Morgan Stanley describes MiniMax as a "rare global top-tier foundational model asset," with its high valuation core logic being "technology determines the ceiling, globalization determines the valuation."

Morgan Stanley describes MiniMax as a "rare global top-tier foundational model asset," with its high valuation core logic being "technology determines the ceiling, globalization determines the valuation."

``` Morgan Stanley initiates coverage on MiniMax for the first time, giving an “Overweight” rating and a target price of HKD 930, positioning it as a “global AI foundation model leader”. In this report, Morgan Stanley is not truly betting on short-term profitability, but rather two main themes: whether the model

Next week’s major events: Nvidia earnings report, Trump’s State of the Union address, US-Iran confrontation, German Chancellor’s visit to China

Next week’s major events: Nvidia earnings report, Trump’s State of the Union address, US-Iran confrontation, German Chancellor’s visit to China

**Overview of Major Financial Events for the Week of February 23 - March 1, All Times Beijing Time:** Next week’s main highlights: **First, the macro sphere welcomes the “Trump moment.” U.S. President Trump will deliver the State of the Union address on February 24**, outlining key policy priorities

Beneath the glamorous surface, OpenAI’s “four major dilemmas”

Beneath the glamorous surface, OpenAI’s “four major dilemmas”

Former a16z partner and renowned tech analyst Benedict Evans recently published an in-depth article directly pointing out four fundamental strategic dilemmas OpenAI faces behind its apparent prosperity. He believes that despite OpenAI's enormous user base and ample capital, issues like the lack of technological moat, low user stickiness,

Understanding Gold, Silver, and Copper: Pei Feng guest Chen Dapeng guides you through new pricing opportunities for commodities amid the reconstruction of global order

Understanding Gold, Silver, and Copper: Pei Feng guest Chen Dapeng guides you through new pricing opportunities for commodities amid the reconstruction of global order

``` In 2025, under the resonance of “resource nationalism” and strong expectations, the global metals market delivered a stunning report card: silver soared 154% for the year, gold rose 67.4%, and even the somewhat lagging copper price recorded a 41.7% increase. However, price has never been merely a product

Digital gold, future payment, speculative choice? Bitcoin's "narratives" are collapsing one by one at the "peak of belief".

Digital gold, future payment, speculative choice? Bitcoin's "narratives" are collapsing one by one at the "peak of belief".

``` Bitcoin is mired in an unprecedented identity crisis. The world's largest cryptocurrency has plunged more than 40% from its peak, but the real problem is not the price itself. The core narratives that underpin its value are unraveling simultaneously. When "digital gold" loses to real gold,

Unseen in the past 30 years! The volatility of U.S. stock indices is at its lowest since 1960, while individual stock volatility is seven times higher than that of the indices.

Unseen in the past 30 years! The volatility of U.S. stock indices is at its lowest since 1960, while individual stock volatility is seven times higher than that of the indices.

The U.S. stock market is exhibiting a rare split: the S&P 500 index appears calm on the surface, but behind this tranquility, individual stocks are experiencing intense volatility, unsettling investors and signaling more turmoil ahead. This extreme divergence between index and individual stock volatility is reshaping the