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Under the anticipated impact of the Washington New Deal, overseas liquidity is tightening; during this period of market divergence, listen to a closed-door sharing by Tan Cheng, founder of Tantou Macro, on asset indicators.

Under the anticipated impact of the Washington New Deal, overseas liquidity is tightening; during this period of market divergence, listen to a closed-door sharing by Tan Cheng, founder of Tantou Macro, on asset indicators.

``` At the beginning of 2026, global markets are experiencing sharp divergence: * In the stock market, A-shares pulled back after an 18-day winning streak, trading volume hit a historic high, approaching the 4 trillion mark, with technology and pro-cyclical sectors becoming the main capital tracks. Meanwhile, US stocks saw a high-level

The ChiNext Index fell by over 1%, computing hardware stocks collectively adjusted, rare earth stocks surged, the Hang Seng Tech Index rebounded, and biotech stocks were active.

The ChiNext Index fell by over 1%, computing hardware stocks collectively adjusted, rare earth stocks surged, the Hang Seng Tech Index rebounded, and biotech stocks were active.

``` Computing hardware stocks collectively adjusted, with Nvidia plunging overnight. Its share price dropped by 5.7% during trading, marking the largest intraday decline in three months. Wallstreetcn reported that although Nvidia's latest quarterly revenue increased by 73% year-over-year, and its Q1 forecast surpassed market expectations, the company'

Not only will everyone be unemployed, but capitalism will also come to an end? Deutsche Bank makes a major projection of two ultimate outcomes for AI development.

Not only will everyone be unemployed, but capitalism will also come to an end? Deutsche Bank makes a major projection of two ultimate outcomes for AI development.

``` When discussing AI, the vast majority of people are still entangled in the question of "Will jobs be taken away?" But Deutsche Bank believes this perspective may be a bit narrow. According to Chasing the Wind Trading Desk, the latest report by Deutsche Bank’s Global Head of

Under the AI competition, the geniuses at OpenAI have also experienced the taste of 996, and worse, "this may become the norm in the future."

Under the AI competition, the geniuses at OpenAI have also experienced the taste of 996, and worse, "this may become the norm in the future."

An AI researcher who previously worked at xAI and OpenAI recently announced his resignation due to exhaustion—this scene is becoming a microcosm of the Silicon Valley AI arms race. From “996” to extreme working hours of 16 hours per day and 100 hours per week, the culture of overwork

South Korea's stock market surges, it's not just about storage.

South Korea's stock market surges, it's not just about storage.

``` The South Korean stock market is experiencing a historic surge. Driven by a triple engine—an AI wave-fueled memory chip super cycle, the ongoing compression of the “Korea Discount,” and proactive macro policies—the Korea Composite Stock Price Index (Kospi) has soared nearly 50% so far this year, becoming the

No longer betting solely on Nvidia, Meta spends billions of dollars to rent Google TPUs.

No longer betting solely on Nvidia, Meta spends billions of dollars to rent Google TPUs.

Meta, while promising to purchase millions of Nvidia GPUs, is also spending billions to rent Google TPUs, marking a new phase in AI computing power’s move away from reliance on a single supplier. On February 26, The Information reported, citing people involved in the negotiations, that Meta has reached

China's "life insurance leader" achieves major breakthrough, starts using "AI Agent"

China's "life insurance leader" achieves major breakthrough, starts using "AI Agent"

``` Amid the global financial industry's accelerated embrace of artificial intelligence, a new trend is emerging. AI is no longer just a backend tool. It is now appearing as an “Agent” directly involved in customer service, decision support, and even business execution. Banks are trying, brokerages are trying, and