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The market is giving off a "year 2000 vibe"? Goldman Sachs partner: "Calling the top" is futile; perhaps we should embrace the bubble.

The market is giving off a "year 2000 vibe"? Goldman Sachs partner: "Calling the top" is futile; perhaps we should embrace the bubble.

``` The surge in tech stocks and semiconductors is making Wall Street veterans sense a somewhat familiar atmosphere. Rich Privorotsky, a partner at Goldman Sachs, wrote bluntly in his latest client report: The current trajectory of US stocks "has a bit of the flavor of the year 2000," but

Gasoline prices soar! On Monday, the U.S. once again released a large amount of strategic oil reserves to cope with the summer peak.

Gasoline prices soar! On Monday, the U.S. once again released a large amount of strategic oil reserves to cope with the summer peak.

The United States is tapping its Strategic Petroleum Reserve at a near-record pace to counter soaring oil prices triggered by the war in Iran and the resulting pressure on gasoline prices. On Monday, May 11, the U.S. Department of Energy announced that this round of Strategic Petroleum Reserve (SPR)

After turning losses into profits, Tuya Smart is set to accelerate its embrace of AI.

After turning losses into profits, Tuya Smart is set to accelerate its embrace of AI.

``` Author | Huang Yu In the past two years, Tuya Smart has become a beneficiary of the AI large model wave, successfully turning its annual net profit from a loss to a gain. Based on this, Tuya Smart continues to bet on an AI-driven development path. On May 12, Tuya Smart

UBS Survey: Companies Systematically Overestimate the Speed of AI Implementation, Widening the Gap Between Expectations and Reality

UBS Survey: Companies Systematically Overestimate the Speed of AI Implementation, Widening the Gap Between Expectations and Reality

Companies claim they want to embrace AI, but the actual implementation is progressing much slower than they themselves expected. According to news from Chasing Wind Trading Desk, on May 11, UBS economist Arend Kapteyn released a report. The team conducted a semi-annual survey of 139 IT executives and data engineers,

Circle: AI agents need currency with APIs.

Circle: AI agents need currency with APIs.

``` Circle’s narrative for Q1 is shifting: it is still a stablecoin issuer highly dependent on USDC reserve income, but both management and sell-side research are now emphasizing a bigger story—whether USDC can become a programmable settlement currency that AI agents can access and use via API. The latest

AI bull market overheated? US stock market funds begin to "hit the brakes," next wave depends on whether Korean stocks will experience FOMO

AI bull market overheated? US stock market funds begin to "hit the brakes," next wave depends on whether Korean stocks will experience FOMO

``` AI stocks accelerated again last week, but several quantitative signals are already flashing warnings: the Nasdaq is displaying a combination of “spot prices rising, volatility rising,” VIX continues downward, while VXN has rebounded noticeably; the skew in US tech stock options has dropped sharply, and the process of quantitative funds

The ChiNext Index fluctuated upwards, computing power hardware remained active, Zhongji Xuchuang’s stock price broke 1,000, both the Hang Seng Index and Hang Seng Tech Index rose, and Kuaishou surged over 6%.

The ChiNext Index fluctuated upwards, computing power hardware remained active, Zhongji Xuchuang’s stock price broke 1,000, both the Hang Seng Index and Hang Seng Tech Index rose, and Kuaishou surged over 6%.

``` On May 12, A-shares fluctuated and diverged in the early session. The three main stock indices showed mixed performance, with the Shanghai and Shenzhen indices slightly down and the ChiNext board opening higher before declining. Computing power hardware stocks remained active, optical communication, optical module, and optical chip sectors strengthened,