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Zhang Hongjiang of Source Code Capital: AI Enters the "Industrial Scale" Era

Zhang Hongjiang of Source Code Capital: AI Enters the "Industrial Scale" Era

``` Author | Chai Xuchen Editor | Zhou Zhiyu AI’s growth continues to stride forward amidst differences. On September 11, at the 2025 Inclusion·Bund Conference, Source Code Capital investment partner and foreign member of the U.S. National Academy of Engineering, Zhang Hongjiang, shared his thoughts on large language models, AI

Four consecutive days of record highs! "Animal spirits" are dominating global stock markets.

Four consecutive days of record highs! "Animal spirits" are dominating global stock markets.

``` Driven by easing inflationary pressures, resilient corporate earnings, and optimistic expectations of an impending rate cut in the US, global stock markets are experiencing a strong rally fueled by “animal spirits.” According to the latest data from LSEG, the MSCI World Index, which tracks the performance of over 2,500

USTC’s Sun Xuan: AI may “consume” one-fifth of the world’s electricity

USTC’s Sun Xuan: AI may “consume” one-fifth of the world’s electricity

``` "Many people have probably heard this saying: The ultimate destination of AI is energy, and the ultimate destination of energy is fusion." On September 11, at the 2025 Inclusion·Bund Conference, Sun Xuan, professor at the School of Nuclear Science and Technology at the University of Science and

Musk's "Starlink" is "taking over" the internet in emerging markets.

Musk's "Starlink" is "taking over" the internet in emerging markets.

``` With technological breakthroughs, a large user base, and disruptive cost advantages, Musk's Starlink business is rapidly becoming an emerging disruptive force in new markets. According to Zhui Feng Trading Desk, a report released by JPMorgan on September 10 pointed out that the number of global Starlink users has

Goldman Sachs Hedge Fund Chief: AI is "driving the market again and again," controversies are escalating, but "don’t fight the bull market, and don’t chase it either."

Goldman Sachs Hedge Fund Chief: AI is "driving the market again and again," controversies are escalating, but "don’t fight the bull market, and don’t chase it either."

``` Author: Bao Yilong Source: Hard AI Goldman Sachs’ hedge fund chief emphasizes that US stocks are still in a bull market, but warns not to blindly chase the rally at current highs. On September 11, Goldman Sachs hedge fund chief Tony Pasquariello stated in a research report that the current

Disrupting the Stablecoin Landscape? An “Unprecedented” Auction Attracts the Entire Crypto Community’s Attention

Disrupting the Stablecoin Landscape? An “Unprecedented” Auction Attracts the Entire Crypto Community’s Attention

``` An unprecedented bidding war over the right to issue stablecoins is rewriting the power dynamics in the cryptocurrency market. On September 5, the decentralized exchange Hyperliquid put the issuance rights of its native stablecoin USDH up for public auction, attracting fierce competition from ten major institutions including Ethena Labs, Paxos,

Valuations have just reached a new high, but South Korean President Lee Jae-myung says "Korean stocks are still seriously undervalued," and that the "capital gains tax" issue should be decided by the National Assembly.

Valuations have just reached a new high, but South Korean President Lee Jae-myung says "Korean stocks are still seriously undervalued," and that the "capital gains tax" issue should be decided by the National Assembly.

``` Korean stocks just hit a new high, and the president "poured cold water" on it. Investors are angry: What happened to boosting the stock market? On Wednesday, South Korea’s KOSPI index closed at 3314.53, setting a historic new high, surpassing the previous record set on July