All-Weather Media

Latest

Clocktower Wang Kaiwen: The End of the Old Order and Global Asset Rebalancing in the Wake of the US Dollar "Bear Market" | Alpha Summit

Clocktower Wang Kaiwen: The End of the Old Order and Global Asset Rebalancing in the Wake of the US Dollar "Bear Market" | Alpha Summit

``` On December 19, at the "Alpha Summit" jointly organized by Wallstreetcn and CEIBS, Clocktower Chief Strategist Kevin Wang delivered a keynote speech titled "Global Asset Reallocation Amid Geo-Macro Paradigm Shift". He stated that the new U.S. "National Security Strategy" is a "landmark

In less than two years, the "profit margin" doubled from 35% to 70%. Can OpenAI actually be very profitable?

In less than two years, the "profit margin" doubled from 35% to 70%. Can OpenAI actually be very profitable?

As the AI industry's money-burning competition grows ever fiercer, OpenAI has demonstrated a remarkable improvement in operational efficiency. According to The Information's report on Sunday, the company's compute profit margin has soared from around 35% to 70% in less than two years, showing significant

Deep Analysis of AI Large Model Unicorn IPO Prospectus: MiniMax to C, Zhipu to B

Deep Analysis of AI Large Model Unicorn IPO Prospectus: MiniMax to C, Zhipu to B

Within a 48-hour window, two “unicorns” in China’s large model sector successively submitted IPO prospectuses to the Hong Kong Stock Exchange. On December 19th and December 21st, Beijing Zhipu Huazhang Technology Co., Ltd. (“Zhipu”) and Shanghai Xiyu Technology Co., Ltd. (“MiniMax”) each disclosed their Hong Kong prospectuses. These nearly

Trillions of dollars in investment, thousands of new players—AI data centers have become a "new gold rush" that concerns the fate of the global economy.

Trillions of dollars in investment, thousands of new players—AI data centers have become a "new gold rush" that concerns the fate of the global economy.

A gold rush in infrastructure driven by artificial intelligence (AI) is reshaping the global data center market. The main players are no longer just tech giants, but thousands of new entrants from diverse backgrounds. This wave is attracting trillions of dollars in investment and could profoundly impact the global economy.

Report: Next year, shipments of Nvidia's GB300 could reach 55,000 units, and Vera Rubin 200 is expected to ship in the fourth quarter of next year.

Report: Next year, shipments of Nvidia's GB300 could reach 55,000 units, and Vera Rubin 200 is expected to ship in the fourth quarter of next year.

``` Market demand for Nvidia's new generation of AI servers continues to heat up. According to the latest report from Taiwan's Economic Daily, securities investment institutions and analysts predict that Nvidia's GB300 series servers began small-scale shipments at the end of this year and are

"FOMO Theory vs Bubble Theory": Wall Street believes US stock market volatility will remain high next year.

"FOMO Theory vs Bubble Theory": Wall Street believes US stock market volatility will remain high next year.

``` Wall Street is preparing for continued turbulence in the US stock market in 2026, with investors oscillating between the fear of missing out (FOMO) on the AI rebound and anxiety over an impending asset bubble burst. Strategists point out that the market over the past 18 months has exhibited simultaneous

Li Bei suggests "betting on Li Bei"

Li Bei suggests "betting on Li Bei"

``` In the private fund industry, fund managers who have achieved success and fame tend to treat their public comments "seriously," and rarely directly discuss "whether they are worth allocating to." Therefore, when a private fund leader chooses to make a high-profile statement on a public platform,