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Altman reiterates his call for collaborative industry safety standards: the worst-case scenario for AI is out of control or monopolized; neither of these two red lines can be crossed.

Altman reiterates his call for collaborative industry safety standards: the worst-case scenario for AI is out of control or monopolized; neither of these two red lines can be crossed.

Last weekend, the world's three largest AI giants unusually signaled a "slowdown in research and development," and OpenAI CEO Sam Altman also reiterated his call for the AI industry to jointly establish safety standards. On September 14, Altman posted on the X platform, stating that there

High interest rates aren't the "endgame" for US stocks; profitability is.

High interest rates aren't the "endgame" for US stocks; profitability is.

The market is viewing "high interest rates" as the end of US stock valuations. The 30-year US Treasury yield has risen to about 5.40%, the highest in nearly 20 years; long-term US Treasury bonds have fallen by about 10% over the past year, and the S&

Another bond fund that's "hard to lose money" has emerged, this time with 13 companies submitting applications together.

Another bond fund that's "hard to lose money" has emerged, this time with 13 companies submitting applications together.

The much-anticipated second batch of "amortized cost method" bond funds has "appeared " . According to information disclosed by regulatory authorities as of September 11 , several funds , including Boda Fund , Dongcai Fund , Taixin Fund , Dongfang Alpha, Suxin Fund , Quanguo Fund , Zhonghai Fund , Hengyue Fund , Boyuan Fund, Huiquan Fund,

Goldman Sachs has significantly revised its 2027/2028 optical module demand forecasts upward, citing supply chain constraints as the biggest bottleneck for shipments next year.

Goldman Sachs has significantly revised its 2027/2028 optical module demand forecasts upward, citing supply chain constraints as the biggest bottleneck for shipments next year.

The real constraints in the optical module industry have shifted from the demand side to the supply side. The scarcity of raw materials such as DSPs and lasers, as well as the capacity lock-in strategies of leading manufacturers, will become key variables in determining the profit distribution pattern in 2027.

Samsung and SK Hynix refused to prepay $19 billion in electricity fees to Korea Electric Power.

Samsung and SK Hynix refused to prepay $19 billion in electricity fees to Korea Electric Power.

Samsung Electronics and SK Hynix rejected a 25 trillion won (approximately US$18.6 billion) prepayment electricity bill from the Korea Electric Power Corporation, adding further uncertainty to the power supply security issues behind South Korea's semiconductor expansion plans. On September 14, Reuters reported, citing documents provided by

Does the slowdown in AI development mean that computing power demand has peaked? The answer may not be so pessimistic.

Does the slowdown in AI development mean that computing power demand has peaked? The answer may not be so pessimistic.

AI giants have unusually signaled a "slowdown in development," leading to a sell-off in the global AI and semiconductor sectors. However, some market participants believe that the short-term emotional shock is not enough to reverse the investment logic for AI infrastructure. On September 14, AI and semiconductor stocks

Retirement financial planning has resumed and expanded, intensifying the competition for long-term funds.

Retirement financial planning has resumed and expanded, intensifying the competition for long-term funds.

After nearly three years of dormancy, retirement financial planning is reopening its window for product expansion. Recently, market expectations for a new round of expansion of pension wealth management have continued to rise. There are reports that wealth management companies that meet regulatory requirements are successively advancing qualification applications, system