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China Securities Journal on Chips: Continuous breakthroughs, domestic AI chips seize market window, industry chain accelerates technological iteration

China Securities Journal on Chips: Continuous breakthroughs, domestic AI chips seize market window, industry chain accelerates technological iteration

``` From Alibaba announcing an investment of 380 billion yuan over the next three years, to Baidu Kunlun Chip winning a multi-billion yuan order from China Mobile... Amidst the global surge in demand for AI computing power, the Chinese domestic AI chip industry is ushering in a critical strategic opportunity. On

Record fastest! Milan confirmed as Federal Reserve governor, will make it in time for Tuesday’s rate decision

Record fastest! Milan confirmed as Federal Reserve governor, will make it in time for Tuesday’s rate decision

``` Trump’s economic adviser Stephen Miran has officially joined the Federal Reserve as a governor. On Monday evening local time, Miran, Trump’s nominee for the Federal Reserve Board, was confirmed by the Senate in a final vote to serve as governor. This means he will be able to catch

China and the United States hold talks in Madrid, Spain on TikTok and other economic and trade issues.

China and the United States hold talks in Madrid, Spain on TikTok and other economic and trade issues.

``` From September 14 to 15 local time, the Chinese lead representative for China-U.S. economic and trade affairs, Vice Premier He Lifeng, met with U.S. lead representatives, Treasury Secretary Baisente and Trade Representative Greer, in Madrid, Spain. Guided by the important consensus reached during the phone call between the

Wall Street questions Trump’s proposal: Can the SEC approve changing quarterly reports to semiannual reports? Increased uncertainty? Will it further stimulate stock market volatility?

Wall Street questions Trump’s proposal: Can the SEC approve changing quarterly reports to semiannual reports? Increased uncertainty? Will it further stimulate stock market volatility?

``` This Monday, U.S. President Trump proposed requiring companies to issue financial reports on a semi-annual rather than quarterly basis, claiming the move would both save costs and allow management to focus on company operations. Wall Street reacted with mixed opinions. Some analysts believe there is a 60% probability of

CoreWeave received a $6.3 billion order from Nvidia, with its stock price surging more than 7%.

CoreWeave received a $6.3 billion order from Nvidia, with its stock price surging more than 7%.

``` CoreWeave disclosed that it has received at least $6.3 billion in orders from Nvidia, based on an agreement reached between the two parties in 2023. On September 15, CoreWeave stated in a filing that under the terms of the agreement, Nvidia is obligated to purchase CoreWeave’s remaining unsold

Wall Street veteran: U.S. economic challenges may be underestimated, and the Federal Reserve may start a "panic rate-cutting cycle."

Wall Street veteran: U.S. economic challenges may be underestimated, and the Federal Reserve may start a "panic rate-cutting cycle."

``` Ed Dowd, a veteran Wall Street analyst and founding partner of the global macro alternative investment firm Phinance Technologies, recently stated that after being elected president, Trump "inherited a mess," and the US economy is now facing grave challenges that are underestimated by outsiders. He warned that the

Turkish opposition vote-buying case postponed, stock market stages a "narrow escape," surges 6% in a single day

Turkish opposition vote-buying case postponed, stock market stages a "narrow escape," surges 6% in a single day

``` A judicial drama that could shake up Turkey's political landscape was postponed on Monday, providing the market with a temporary breather. On September 15, regarding allegations that some members of the main opposition Republican People's Party (CHP) received cash bribes during the 2023 party congress, the