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``` The fervent trading frenzy following SpaceX's IPO is discouraging short sellers. According to CNBC, Michael Burry, famed for successfully shorting the US subprime mortgage market, stated he currently holds neither a long position nor a short position in SpaceX. The main reason is not based on fundamental judgment

After a period of internal testing, on June 17th, WeChat Pay officially released the “AI Exclusive Card.” According to Wallstreet.cn, it is a product feature designed specifically for AI agent payment scenarios, built into WeChat Wallet. The WeChat Pay AI Exclusive Card is currently connected to Tencent’s desktop

"Last year was AI Plus, this year is AI Native." In just a year, in the financial sector—the track with the richest wealth imagination—AI and agents have been thrust into the spotlight again. By 2025, large models have become a standard project for banks, brokers, and

The International Energy Agency (IEA) has sharply lowered its global oil demand forecast, stating that the impact of the Iran war on consumption far exceeds previous estimates and warning that the global oil market may once again face oversupply next year. In its latest monthly report, the IEA expects global

In its latest AI infrastructure research report, BofA Securities has significantly raised its forecast for capital expenditure on Chinese AI data centers (AIDC) to $327 billion by 2030, systematically outlining structural investment opportunities for traditional sectors such as copper, PCB materials, optical fiber, transformers, and more as they enter the

``` In response to recent market rumors about delays or even cancellation of Google’s next-generation TPU v9 project, JP Morgan’s latest report clearly refutes this, stating that the project developed by Broadcom is still progressing as planned and is expected to enter mass production in 2028, with no unexpected

``` The AI inference infrastructure market is facing a significant cost and supply shock. At a recent event held by renowned US venture capital firm Altimeter, Baseten CEO Tuhin Srivastava revealed that their cloud service provider had notified them in advance this May that the hourly rental price of Nvidia B200