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ByteDance acquired land in Beijing again, bringing its three transactions this year to over 8.7 billion yuan.

ByteDance acquired land in Beijing again, bringing its three transactions this year to over 8.7 billion yuan.

This marks the third time ByteDance has acquired land in Beijing this year. On September 21, Beijing Yunrui Changshi Technology Co., Ltd. won the bid for plot OS-15 in the southern area of Olympic Park, Chaoyang District, Beijing, at the reserve price of 2.613 billion yuan. Business registration information

When models begin to be "sufficient," what will be the next battleground for AI?

When models begin to be "sufficient," what will be the next battleground for AI?

On September 21, Meta closed up more than 11%, marking its biggest single-day gain since April last year, adding more than $190 billion to its market capitalization in a single day. The catalyst for this surge was Meta's recent launch of Muse, a personal AI assistant. Sensor Tower

Goldman Sachs analyzes "The Entertainment Industry in the AI Era": Unlimited Supply vs. Limited Attention

Goldman Sachs analyzes "The Entertainment Industry in the AI Era": Unlimited Supply vs. Limited Attention

AI is fundamentally reshaping the value chain and profit pool of China's cultural and entertainment industry. According to TrendFocus, Goldman Sachs pointed out in its latest research report that content supply is approaching unlimited while user attention remains limited. This core contradiction will profoundly change the industry landscape

Strong demand for ASICs and CPUs! UBS raises its CoWoS industry capacity forecast, expecting significant growth compared to this year.

Strong demand for ASICs and CPUs! UBS raises its CoWoS industry capacity forecast, expecting significant growth compared to this year.

Demand for cloud-based AI chips continues to exceed expectations, driving the advanced packaging industry into a new expansion cycle. According to TrendFocus, UBS, in its latest research report, has revised its global CoWoS industry capacity forecast for the end of 2027 upward to 270,000 wafers per month, a significant

The Bank of Canada's strongest stagflation warning: Tariffs could cause fourth-quarter growth to fall below 1%, and high oil prices exacerbate inflation.

The Bank of Canada's strongest stagflation warning: Tariffs could cause fourth-quarter growth to fall below 1%, and high oil prices exacerbate inflation.

Bank of Canada Governor John Macklem issued his clearest signal yet of stagflation on Monday: a new round of U.S. tariffs could cause Canada’s fourth-quarter economic growth to fall below 1%, while annual inflation will remain at 3%, above the 2% target, and oil prices could further push

Rothschild downplays AI cloud giants, warns of $3 trillion in off-balance-sheet commitments.

Rothschild downplays AI cloud giants, warns of $3 trillion in off-balance-sheet commitments.

The narrative of a booming AI computing infrastructure is facing systemic challenges from the credit market. Rothschild & Co. Redburn, an independent research firm under the Rothschild Group, initiated coverage of CoreWeave and Nebius with "sell" ratings for both. Their core assessment is that while the stock market

Diesel fuel hits a record $6.51; Republican leaders collectively pressure for an export ban: internal party divisions limit its implementation to only 35%.

Diesel fuel hits a record $6.51; Republican leaders collectively pressure for an export ban: internal party divisions limit its implementation to only 35%.

Pressure is mounting rapidly within the Republican Party. As U.S. diesel prices soar to record highs, Republican lawmakers from agricultural states are publicly demanding that the Trump administration ban diesel exports to alleviate fuel cost pressures on farmers and truck drivers. On Monday, U.S. retail diesel prices rose