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Doubao, the "most aggressive in burning money," has started charging fees—the "first year of commercialization" for Chinese AI large models has arrived.

Doubao, the "most aggressive in burning money," has started charging fees—the "first year of commercialization" for Chinese AI large models has arrived.

Doubao, a ByteDance subsidiary, has launched a paid subscription test, marking the end of the years-long "free battle" of acquiring users through subsidies, and officially accelerating the commercialization of China’s AI large models. According to Wind Chase Trading Desk and a Morgan Stanley research report, the Doubao

Deepening the partnership! Anthropic commits to investing $200 billion in Google's cloud and chips.

Deepening the partnership! Anthropic commits to investing $200 billion in Google's cloud and chips.

``` The massive computing order announced by two companies last month now has a price tag—$200 billion, over five years. According to The Information's latest report, insiders revealed that Anthropic has committed to spending about $200 billion on Google Cloud over the next five years. This agreement takes

Waller's Difficult Start: Rate Cuts Extremely Challenging, Balance Sheet Reduction Time-Consuming, Communication Reforms Face Strong Resistance

Waller's Difficult Start: Rate Cuts Extremely Challenging, Balance Sheet Reduction Time-Consuming, Communication Reforms Face Strong Resistance

After the Senate Banking Committee vote, Kevin Warsh has almost secured the next Fed chairmanship and may make it in time for the June FOMC meeting. But according to JPMorgan's assessment, Warsh may not quickly lead the Fed toward rate cuts, and the balance sheet reduction path will

Forecast: Server CPU market to grow 5 times in 5 years! UBS: ARM will benefit most, followed by AMD, with Intel last.

Forecast: Server CPU market to grow 5 times in 5 years! UBS: ARM will benefit most, followed by AMD, with Intel last.

In the AI era, CPUs, overshadowed by GPUs, may be quietly ushering in their own explosive growth. According to Sui Feng Trading Desk, on May 5, the UBS Global Research team released an in-depth research report on the U.S. semiconductor industry. Facing numerous investor questions about "how agent-based

Financial report and guidance are both strong, but unable to beat high expectations—"optical communications giant" Lumentum drops after hours.

Financial report and guidance are both strong, but unable to beat high expectations—"optical communications giant" Lumentum drops after hours.

``` Lumentum, a giant in optical modules, reported revenue slightly below analysts' consensus expectations, combined with a sharp rise in share price this year, triggering profit-taking after hours. On May 5th, after the US market closed, Lumentum released its Q3 FY2026 results: revenue nearly doubled year over year, margins expanded

Unexpected! Since the Iran war, U.S. retail gasoline prices have soared to "second highest in the world"

Unexpected! Since the Iran war, U.S. retail gasoline prices have soared to "second highest in the world"

``` The energy market shock triggered by the Middle East conflict is reshaping the global oil price landscape in unexpected ways—America is being hit harder by this crisis than most market participants had anticipated. According to Chase the Wind Trading Desk, the latest report from JPMorgan’s Commodities Research Team

Meta bets on AI agents: develops its own "Hatch," Instagram shopping tool targets TikTok

Meta bets on AI agents: develops its own "Hatch," Instagram shopping tool targets TikTok

Meta is fully betting on AI agent technology, viewing it as the next-generation core product form and synchronously advancing two key initiatives internally. On May 5, technology media The Information reported that, according to informed sources, Meta is developing a consumer-facing AI agent product, internally codenamed “Hatch”, aiming to complete