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The most important trend of our era! Fu Peng explains the opportunities, challenges, and investment logic under the Sino-US AI wave [Fu Peng Talks 7]

The most important trend of our era! Fu Peng explains the opportunities, challenges, and investment logic under the Sino-US AI wave [Fu Peng Talks 7]

``` "See the world from the trading desk, Fu Peng comments on finance." 'Fu Peng Speaks: Season Six' fully upgraded!Subscribe now ‘Fu Peng Speaks: Season Six’ Early Bird Discount Countdown! Ends at the end of September! This year marks the tenth anniversary of WallstreetCN’s annual

NVIDIA—the "central bank" of the AI industry

NVIDIA—the "central bank" of the AI industry

``` In the AI era, Nvidia is no longer just a chip-selling company, but is transforming into a "central bank-like" presence that controls capital flows, influences technological directions, and stabilizes the industry ecosystem. On September 27, tech media The Information published an in-depth report that analyzed in detail the

Already a "key bottleneck" for AI, Goldman Sachs: European and American power grids are far behind China, copper will become the new oil.

Already a "key bottleneck" for AI, Goldman Sachs: European and American power grids are far behind China, copper will become the new oil.

``` Goldman Sachs has issued its latest warning that aging power grids have become the "weak link" in energy security for Western countries as AI demand surges and geopolitical tensions rise. The need to upgrade the grids will drive copper prices to $10,750 per ton by 2027. Goldman

The U.S. bond market also "smells like 2007."

The U.S. bond market also "smells like 2007."

``` Large-scale leveraged buyouts are making a comeback, risky debt is surging, and early signs of subprime consumer defaults are emerging—key features that defined the U.S. bond market before the 2007 financial crisis are reappearing. On September 28, according to reports, from Electronic Arts Inc.'s potential $50

Next week's major events: China’s Golden Week returns, US government faces a shutdown, and non-farm payroll data remains uncertain.

Next week's major events: China’s Golden Week returns, US government faces a shutdown, and non-farm payroll data remains uncertain.

Key points to watch next week: U.S. federal government funding will run out on September 30; if Congress takes no action by September 29, a government shutdown could begin on October 1. U.S. non-farm payroll and ADP employment data, as well as China and U.S. September PMI

"America's largest employer" will not add staff in the next three years! Walmart CEO admits: AI will change all jobs

"America's largest employer" will not add staff in the next three years! Walmart CEO admits: AI will change all jobs

``` Walmart, the largest private employer in the United States, is facing workforce transformation challenges brought by AI. Company executives have made it clear that AI technology will eliminate some jobs and reshape the entire workforce, marking a significant shift in how large enterprises view AI's impact on employment.

Working overtime on the weekend to post memes—Trump really wants to "fire" the Fed chairman.

Working overtime on the weekend to post memes—Trump really wants to "fire" the Fed chairman.

``` Trump once again called on social media to "fire" Powell, which may further raise market concerns about the independence of the central bank. On Saturday (September 27, local time), U.S. President Trump posted a cartoon image on his social platform Truth Social, showing him saying his iconic