All-Weather Media

Latest

Tesla's Q2 deliveries far exceeded expectations and set a historic record, so why did its stock plunge 8%, marking the biggest drop in a year?

Tesla's Q2 deliveries far exceeded expectations and set a historic record, so why did its stock plunge 8%, marking the biggest drop in a year?

``` Tesla's global vehicle deliveries in the second quarter far exceeded market expectations, but the stock price plunged immediately after the news was released, confirming the market logic that prior gains had already fully priced in the positive outlook. The company delivered a total of 480,126 vehicles in

Hassett criticizes Powell: His continued tenure at the Federal Reserve is highly unusual and hinders Trump from appointing a new candidate.

Hassett criticizes Powell: His continued tenure at the Federal Reserve is highly unusual and hinders Trump from appointing a new candidate.

``` White House National Economic Council Director Kevin Hassett criticized former Federal Reserve Chair Jerome Powell for remaining at the U.S. central bank, saying this move has hindered the Trump administration from appointing new board members. In an interview on Thursday, Hassett said: "Powell's decision not to

ECB President: June rate hike is the right decision, supply shocks are still spreading

ECB President: June rate hike is the right decision, supply shocks are still spreading

European Central Bank President Lagarde stated in an interview with France’s Les Echos that the ECB’s decision to raise interest rates last month was correct. In the interview with Les Echos on Thursday, Lagarde said: “We firmly believe we made the right decision. As early as April, a

Storage no longer bought blindly? Morgan Stanley: Original manufacturers > Module manufacturers, DRAM > NAND

Storage no longer bought blindly? Morgan Stanley: Original manufacturers > Module manufacturers, DRAM > NAND

AI is still extending the storage upcycle, but industry trading logic is shifting from “broad price hikes” to “structural differentiation.” Morgan Stanley’s latest core judgment is that storage remains in a favorable cycle, but prefers OEMs to module makers, and DRAM to NAND. According to Chase Trading Desk, Morgan

Anthropic’s self-developed AI chip plan triggers a sharp decline in US semiconductor stocks! SanDisk plunges 12%, Nasdaq 100 turns to fall over 1%

Anthropic’s self-developed AI chip plan triggers a sharp decline in US semiconductor stocks! SanDisk plunges 12%, Nasdaq 100 turns to fall over 1%

Reports say Anthropic has started early work on self-developing AI chips, and has held talks with Samsung about potential manufacturing collaboration, causing shares of U.S. semiconductor companies to fall during Thursday's session, turning the Nasdaq 100 from gains to losses. Early in the U.S. trading session,

Dialogue with Lynk & Co’s Zhou Ning: Lynk & Co wants to break out of homogenization

Dialogue with Lynk & Co’s Zhou Ning: Lynk & Co wants to break out of homogenization

``` Author | Zhou Zhiyu Station wagons are losing their sense of rarity. In the past, station wagons, shooting brakes, rugged off-road vehicles, and performance cars inherently carried unique labels. They were not the largest segment in China's auto market, but had enough distinctiveness and helped brands break away from

Domestic models + tens of millions of robots! Japan launches "sovereign AI" initiative, betting $2.3 trillion on the future

Domestic models + tens of millions of robots! Japan launches "sovereign AI" initiative, betting $2.3 trillion on the future

``` Japan is further ramping up its national artificial intelligence strategy, coupling domestic foundational model development with large-scale robot deployment in an attempt to establish autonomous capabilities in the global “sovereign AI” race, and extending AI applications from the digital realm to real-world industries. According to newly released plans, the Japanese