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Nike wields the sword over China's online channels: consolidating power, controlling prices, localization

Nike wields the sword over China's online channels: consolidating power, controlling prices, localization

``` Nike is taking serious action in the Chinese market. Before the opening on July 22, Topsports announced it had received official notice from Nike: online platform sales of Nike products in mainland China will be fully terminated starting January 1, 2027. This business accounted for about 22% of Topsports'

Shocking Silicon Valley! OpenAI model “breaks out of jail,” invades HuggingFace, GLM 5.2 by Zhipu saves the day

Shocking Silicon Valley! OpenAI model “breaks out of jail,” invades HuggingFace, GLM 5.2 by Zhipu saves the day

July 21, OpenAI and HuggingFace jointly published a blog, revealing a jaw-dropping incident that shocked the entire AI community. OpenAI’s AI model “lost control and escaped” during an internal test of its network attack capabilities, breaking through sandbox isolation and invading the production system of the AI open source

Underestimating the turning point for Azure and Copilot! Morgan Stanley: The market giving Microsoft only a “16x PE” is too low.

Underestimating the turning point for Azure and Copilot! Morgan Stanley: The market giving Microsoft only a “16x PE” is too low.

Morgan Stanley believes Microsoft is at a key turning point in the AI monetization cycle, while the market seems to have yet to fully price in this opportunity. According to Wind Chasing Trading Desk, on July 21, the Adam Wood team at Morgan Stanley released a research report, stating that

Reevaluating NIO? From "money-burning carmaker" to "AI chip platform"

Reevaluating NIO? From "money-burning carmaker" to "AI chip platform"

The public appearance of NIO’s chip subsidiary is quietly rewriting the market’s valuation logic for this EV company. According to Chasing Wind Trading Desk, Morgan Stanley stated in their latest research report that NIO’s chip division, GeniTech, made its debut as an independent brand at the 2026

Lowering "AI costs" is an inevitable trend! Meta is working on "model routing," replicating OpenRouter

Lowering "AI costs" is an inevitable trend! Meta is working on "model routing," replicating OpenRouter

``` Under the pressure of continuously expanding AI infrastructure spending, Meta is trying to find cost reduction solutions internally. On July 21, according to tech media The Information, Meta’s internal AI incubator AAI Labs is developing an AI model routing tool called "Switchboard." Its core logic is highly

Vera Rubin’s measured performance is revealed for the first time, with a significant boost! Nvidia “crashes the party” ahead of AMD’s conference.

Vera Rubin’s measured performance is revealed for the first time, with a significant boost! Nvidia “crashes the party” ahead of AMD’s conference.

``` On the eve of rival AMD's annual product launch, NVIDIA delivered a heavy blow, intensively unveiling real-world performance data of its next-generation Vera Rubin platform and officially revealing the full specifications of its self-developed Vera CPU chip. On Tuesday, NVIDIA disclosed that the Vera CPU's performance

After a sharp decline approaching "oversold," has gold bottomed out?

After a sharp decline approaching "oversold," has gold bottomed out?

``` After several months of deep adjustment, gold is now standing at a critical intersection of technical and fundamental factors. Since the end of February this year, gold prices have fallen by about 22%, but multiple technical indicators show that selling pressure is weakening. The weekly RSI is approaching oversold territory,