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AI data center power supply chain: Goldman Sachs favors "gas turbine blades and transformers" the most, which presents a major opportunity for Chinese companies of this type.

AI data center power supply chain: Goldman Sachs favors "gas turbine blades and transformers" the most, which presents a major opportunity for Chinese companies of this type.

``` The global wave of AI data center construction is facing a severe “power bottleneck”, especially in the US market. Goldman Sachs believes this represents a historic opportunity for Chinese power supply chain companies with advantages in technology, cost, and delivery speed. According to WindChaser Trading Desk, on January 14th, Goldman

U.S. CPI cools down, but why is the market unresponsive? The data is distorted; the key is to watch next week’s PCE.

U.S. CPI cools down, but why is the market unresponsive? The data is distorted; the key is to watch next week’s PCE.

The US December CPI data appears mild at first glance, but is actually a “fake move” full of pitfalls. According to the latest research reports from Deutsche Bank and Morgan Stanley, this “positive” report is filled with unsustainable noise and statistical distortions. The real test is next week’s PCE

How should we understand "Trump-style QE"? Investors: The era of abundant liquidity has arrived; all pretense of fiscal/monetary tightening has disappeared.

How should we understand "Trump-style QE"? Investors: The era of abundant liquidity has arrived; all pretense of fiscal/monetary tightening has disappeared.

``` The Trump administration and the Federal Reserve are injecting massive liquidity into the financial system. Although officials insist this is not quantitative easing (QE), investors believe its effect is no different from QE. From Trump ordering the purchase of $200 billion in mortgage-backed securities, to the Fed restarting balance sheet

"Anticipating" tariff rebates? Amazon negotiates 'price cuts' with suppliers before Supreme Court ruling.

"Anticipating" tariff rebates? Amazon negotiates 'price cuts' with suppliers before Supreme Court ruling.

Amazon is negotiating price reductions with suppliers, aiming to take back concessions made last year in response to Trump’s tariffs. On January 14, according to the UK Financial Times, several consultants representing brands and suppliers revealed that e-commerce giant Amazon is seeking price cuts from suppliers, ranging from single

At the "Medical Spring Festival Gala," Nvidia gave a detailed talk on "How to do AI in healthcare."

At the "Medical Spring Festival Gala," Nvidia gave a detailed talk on "How to do AI in healthcare."

At the recently concluded 44th Annual J.P. Morgan Healthcare Conference, NVIDIA once again demonstrated to the market how its computing power dominance is permeating the deepest parts of the real economy. According to Hard AI, J.P. Morgan analyst Harlan Sur’s team released the latest research report on

The ChiNext Index rose over 1%, AI applications surged again, computing hardware rebounded, Hong Kong pharmaceutical and biotech stocks continued their strong momentum, and Shanghai silver jumped 8%.

The ChiNext Index rose over 1%, AI applications surged again, computing hardware rebounded, Hong Kong pharmaceutical and biotech stocks continued their strong momentum, and Shanghai silver jumped 8%.

On January 14, A-shares rebounded in early trading with all three major indexes rising. The ChiNext Index rose over 1%. The AI application sector surged again, with computing power and storage sectors actively trading. Hong Kong stocks also climbed in early trading, with both the Hang Seng Index and Hang

On the eve of the Fed "receiving a subpoena," Trump "angrily lashed out" at Justice Department prosecutors as "weak and incompetent," saying they "don't dare to prosecute their targets."

On the eve of the Fed "receiving a subpoena," Trump "angrily lashed out" at Justice Department prosecutors as "weak and incompetent," saying they "don't dare to prosecute their targets."

At a White House event last week, Trump publicly criticized federal prosecutors for being slow to act and reluctant to prosecute his designated targets, accusing them of being "weak and incompetent," which made it hard for the Justice Department's leadership to push forward its work. This