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``` The impact of AI on the macroeconomy may not necessarily follow the familiar "productivity boost—inflation decline" path anticipated by the market. Citadel Securities points out that before efficiency dividends are realized, the AI transformation may first raise costs through investments, training, and organizational restructuring, making inflation, growth,

``` SpaceX, owned by Elon Musk, is negotiating with Wall Street banks over the underwriting fee rate for its initial public offering (IPO), aiming to push fees far below industry norms. Even so, the participating banks are expected to collectively earn about $500 million in income, making this one of the

After experiencing a V-shaped volatility in May, the technology sector of A-shares faces dual internal and external pressures, and market discussions about style rotation are heating up. The latest strategy report from Dongwu Securities believes that the market may be in the early stages of style rotation, but the AI

``` The software sector is undergoing a fierce catch-up rally, completely reversing its previous long-standing neglect by the market. During the current artificial intelligence boom, investor attention has long been focused on semiconductors, with the software sector almost ignored. However, this pattern is changing rapidly—software stocks have posted the largest

The hawkish voices within the Federal Reserve continue to intensify. Cleveland Fed President Beth Hammack said on Tuesday, Although keeping interest rates unchanged remains reasonable at present, if recent inflation data continue to remain elevated, policy actions may soon be needed—including considering further rate hikes to address the ongoing

The record-setting rally in U.S. stocks is facing a structurally underestimated market threat—the sharp rise in AI computing power costs, which is eroding the profitability of hyperscale cloud computing companies and raising deep doubts about whether massive AI spending can be justified by sufficient demand. The growth rate

``` Author | Zhou Zhiyu At the ongoing Greater Bay Area Auto Show in Shenzhen, Lantoo has brought its recently launched Taishan X8. Lantoo's booth is bustling with activity. But looking around, Huawei occupies two of the twelve exhibition halls, and even neighboring booths are labeled as Huawei. Many Lantoo