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The overwhelming momentum of AI has not only left value-oriented fund managers “on pins and needles,” but also prompted typically balanced fund managers to “voice their opinions.” The latest second-quarter fund reports show that some balanced fund managers have begun to question and discuss the current AI market. They are

``` Author | Huang Yu As the key to winning in AI competition has shifted from “model capability” to “engineering application capability,” Agents have also replaced large AI models as the main focus of this year's World Artificial Intelligence Conference (WAIC). At WAIC, Tencent gave a comprehensive showcase of its

``` Michael Hartnett, Chief Investment Strategist at Bank of America, has once again raised a warning flag. After successfully predicting the market bottom in March this year, he points out that the current extremely crowded positions and bubble-like sentiment have pushed the market into a new high-risk area. Exiting risk assets

``` New EasySense announced that it expects net profit attributable to shareholders of the listed company for the period from January 1, 2026 to June 30, 2026 to be 7 billion to 8 billion yuan, a year-on-year increase of 77.56% to 102.93%; net profit after deducting non-recurring gains and

``` Nvidia is extending the core value proposition of its next-generation Vera Rubin platform from inference cost to model training efficiency, betting on "intelligence per dollar" as a new metric that continuous post-training will become the core computing demand in the era of Agentic AI. According to Nvidia'

``` The flames of the US-Iran conflict have been rekindled, the Strait of Hormuz is once again on high alert, and this time, the global oil market has no retreat. Brent crude futures rose more than 10% this week, briefly breaking through $87 per barrel, hitting a one-month high. According to

``` The hidden costs of AI infrastructure construction are emerging. On July 18, according to The Information, Oracle’s $16.5 billion AI super campus project in New Mexico encountered environmental approval obstacles and was forced to change its power supply plan, causing costs to surge by several billion dollars. Meanwhile,