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``` Several Federal Reserve officials issued intensive warnings this week, stating that inflation remains the primary threat and the policy path is still unclear. On July 16, Jeff Schmid, President of the Kansas City Federal Reserve, said, inflation is currently his biggest concern, and the risk of further acceleration in inflation

``` Bank of America CEO Brian Moynihan has joined the ranks of Wall Street executives, warning about the cybersecurity threat posed to the financial system by Anthropic’s AI model Mythos. On July 16, Moynihan told Bloomberg TV that AI models like Mythos are significantly increasing the workload and response speed

``` One of the most crowded sectors in AI trading is experiencing a sharp correction. During intraday U.S. trading on Thursday, storage chip stocks collectively plunged. The Philadelphia Semiconductor Index (SOX), which tracks overall semiconductor performance, once dropped more than 4%, and the storage chip index fell as much as

``` Apple is preparing the largest upgrade to the iPad mini in nearly five years while planning to refresh the entry-level iPad and Air series next year, in order to continue the recent strong momentum of its iPad business. According to Bloomberg, citing people familiar with the matter, the new iPad

``` Moonshot AI officially launches a new round of “open source war” among Chinese large models. On Thursday, July 16th, Moonshot AI officially released the new generation open-source base model Kimi K3, with a parameter scale of 2.8 trillion, and simultaneously launched API services and developer documentation. According to Xinhua

``` Although volatility in US stocks has increased recently, institutional investors’ demand for leveraged funds has not cooled down. Bloomberg macro strategist Simon White pointed out that bank equity repo positions have recently hit new record highs, indicating that hedge funds are still actively increasing their equity leverage exposure, rather than

``` TSMC has once again delivered a report card that exceeded expectations, providing a clear answer to the recent market debate on whether the AI investment cycle has peaked. Not only did the company’s Q2 revenue and profit maintain high growth, it also made a rare and significant upward revision