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UK inflation rose further ahead of the central bank's interest rate decision, with energy price shocks continuing to impact household bills and consumption, squeezing the Bank of England's room to remain on hold. On September 16, data released by the UK Office for National Statistics showed

Zhipu is accelerating its computing power expansion and commercialization efforts. On September 16th, according to information from Zhipu's analyst conference, the company completed a $5 billion equity and debt financing round on September 11th and raised its year-end 2026 annual recurring revenue (ARR) guidance from $2.4 billion

The competition in large-scale AI models is undergoing new changes: model supply continues to increase, technologies such as distillation are lowering the R&D threshold, and new players are entering the high-performance model market with significantly less investment than leading companies. Jefferies believes this trend is depressing API prices

Just last weekend, after calling on AI companies to slow down the improvement of model capabilities, Anthropic turned around and increased its investment in AI infrastructure, signing its first data center lease in Australia. On September 16, Reuters, citing two sources familiar with the matter, reported that Anthropic had signed

China Investment Corporation (hereinafter referred to as CIC) has taken another important step. On September 8, China Investment Corporation (CIC), the Indonesian Investment Authority (INA), the Azerbaijan National Petroleum Fund (SOFAZ), the Government Pension Fund of Thailand (GPF), and Khazanah Nasional Berhad (Malaysia) jointly announced the establishment of the China-ASEAN

Gold is moving away from traditional interest rate logic and instead pricing itself in the credibility of monetary policy—and the bond market will be the ultimate judge of this shift. Last Friday, US August CPI data showed inflation rose 0.4% month-on-month, with the annual rate remaining at 3.

The yield on 10-year U.S. Treasury bonds hit its highest level since 2007, fueling market anxieties. However, several industry veterans pointed out that the real risk is not that the yield will break through 5% on any given day, but rather that the longer high interest rates persist, the