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Bernstein Senior Analyst: This is the first true "chip supercycle" of my career; "bottlenecks" are the real wealth machines.

Bernstein Senior Analyst: This is the first true "chip supercycle" of my career; "bottlenecks" are the real wealth machines.

``` Bernstein star analyst Stacy Rasgon believes that as investments in AI infrastructure approach 4.4% of U.S. GDP in a frenzy, the semiconductor industry is entering an unprecedented real "supercycle." On June 21, the Tech Surge Deep Tech Podcast, which focuses on frontier emerging technologies, released its

Political earthquake in the UK? Prime Minister Starmer may announce his resignation on Monday, with UK bonds pricing in a change of government ahead of time.

Political earthquake in the UK? Prime Minister Starmer may announce his resignation on Monday, with UK bonds pricing in a change of government ahead of time.

``` The British political scene is facing the most tumultuous transfer of power in years. According to The Observer on the 20th, Prime Minister Starmer is preparing to announce his departure timeline, and senior Labour Party figures expect he may issue a "clear statement" as soon as the 22nd

GPT-5.6 may be released next week: Moving from "model" to "executable agent," pricing may be only one-third of competitors.

GPT-5.6 may be released next week: Moving from "model" to "executable agent," pricing may be only one-third of competitors.

``` According to reports, OpenAI is set to launch its new flagship model GPT-5.6 later this month. The market expects this model to achieve a dramatic leap in core capabilities such as coding, Agent workflows, and 3D generation, while offering lower prices to directly challenge competitors. On June 19, testingcatalog

As businesses begin to "reduce computing power costs," Goldman Sachs warns that $5.3 trillion in AI capital expenditures is approaching credit saturation!

As businesses begin to "reduce computing power costs," Goldman Sachs warns that $5.3 trillion in AI capital expenditures is approaching credit saturation!

``` The wave of AI infrastructure investments is reshaping the global capital markets landscape, with hidden debt risks that cannot be ignored. According to Goldman Sachs' latest forecasts, from 2025 to 2030, capital expenditures by hyperscale cloud computing companies in the AI and data center sectors will total $5.3

Next week's major events: "The Fed’s favorite inflation indicator," Nvidia shareholders meeting, possible new model from OpenAI, Micron earnings report

Next week's major events: "The Fed’s favorite inflation indicator," Nvidia shareholders meeting, possible new model from OpenAI, Micron earnings report

``` June 21 - June 29: Major Financial Events of the Week (All times Beijing Time): Key points to watch next week: On the macro front, the Fed’s most closely watched inflation indicator — the May PCE Price Index — will be released on June 25. If the data is hotter than

"Is the 'Waller debut' a 'once-in-a-decade turning point'? Nomura: Beware of 'preemptive rate hikes' turning into 'substantive tightening'"

"Is the 'Waller debut' a 'once-in-a-decade turning point'? Nomura: Beware of 'preemptive rate hikes' turning into 'substantive tightening'"

``` Nomura Securities Chief Macro Strategist Naka Matsuzawa believes that the Fed’s June FOMC meeting may, in hindsight, prove to be a "once-in-a-decade turning point"—that is, the inflection point of the credit cycle and the beginning of the end of the AI boom. According to news from

"AI's biggest bottleneck"! The impact of storage has extended to the macro economy, exacerbating overall inflation.

"AI's biggest bottleneck"! The impact of storage has extended to the macro economy, exacerbating overall inflation.

The AI arms race is igniting a global storage chip crisis, with destructive power far exceeding the semiconductor industry itself and beginning to spread to the overall macro economy. On June 20, according to Wind Trading Desk, Deutsche Bank Research pointed out in its latest report that storage chips have