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Whoever lowers prices is weaker! JPMorgan: Zhipu and Minimax conducted the same experiment, but got opposite results.

Whoever lowers prices is weaker! JPMorgan: Zhipu and Minimax conducted the same experiment, but got opposite results.

In a market environment where AI demand still exceeds inference supply, price reductions are not a gesture of goodwill, but are a self-acknowledgment of insufficient competitiveness. According to Chase Wind Trading Desk, on June 12, JPMorgan released a research report using this logic as the core and made diametrically opposite

After Amazon, Meta has also limited AI usage! When even big companies can't afford tokens, is it time for major AI companies to "control profit margins"?

After Amazon, Meta has also limited AI usage! When even big companies can't afford tokens, is it time for major AI companies to "control profit margins"?

Meta’s internal AI usage costs are spiraling out of control, and tech giants collectively hitting the brakes is bringing to the forefront a long-neglected industry contradiction: AI’s commercialization logic is being undermined by the very billing crisis it has created. According to The Information, Meta sent an internal

Sell AMD, reduce Tesla holdings—Cathie Wood invests $440 million heavily in SpaceX

Sell AMD, reduce Tesla holdings—Cathie Wood invests $440 million heavily in SpaceX

``` "Wood has placed her biggest bet on SpaceX." On June 12, Cathie Wood’s ARK Invest disclosed its latest trading records. On this day, several ARK ETFs collectively bought about 3.29 million shares of SpaceX, with a total amount of about $443 million. Notably, this purchase was

Pakistani Prime Minister: US-Iran deal expected to be finalized within 24 hours

Pakistani Prime Minister: US-Iran deal expected to be finalized within 24 hours

``` On June 13 local time, Pakistani Prime Minister Shehbaz Sharif posted on his personal social media account stating that the US-Iran agreement is expected to be finalized within the next 24 hours. Shehbaz Sharif said that Pakistan is actively preparing to electronically sign the agreement immediately after it is reached

UBS Expert Conference Call: El Niño Phenomenon Has "Officially Formed" and May Be "Very Strong"

UBS Expert Conference Call: El Niño Phenomenon Has "Officially Formed" and May Be "Very Strong"

``` A possible strongest El Niño in decades is taking shape, and its impact on global agriculture, inflation, and commodity markets has begun to attract investors’ attention. According to the Zhui Feng Trading Desk, on June 12, UBS's Global Sustainability Research Team held an expert conference call, inviting Dr.

$2 trillion SpaceX goes public, Mag 7 not enough? MANGOS makes a dazzling debut.

$2 trillion SpaceX goes public, Mag 7 not enough? MANGOS makes a dazzling debut.

``` SpaceX made a strong debut in the market with the largest IPO in history, presenting an unprecedented challenge to Wall Street's longstanding "Magnificent Seven" (Mag 7) label. On SpaceX’s first day of listing, its valuation broke through $2 trillion, surpassing Mag 7 members Tesla and

After two weeks of adjustment, the positions in major U.S. tech stocks have returned to a "neutral level," or even slightly below earnings growth.

After two weeks of adjustment, the positions in major U.S. tech stocks have returned to a "neutral level," or even slightly below earnings growth.

The key to this round of correction in the US stock market is not how much the index has fallen, but the rapid cooling of the most crowded large tech trades. According to Pursuit Trading Desk, on June 12, Deutsche Bank Securities released a global asset allocation strategy update, tracking