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Macro Logic of the AI Economy: K-shaped Recovery or Historical Turning Point?
The AI economy may remove ordinary labor from core production factors, with the machine sector self-expanding to form 'growth without humans', marking a turning point in economic history and K-shaped divergence worth vigilance.
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Warsh Concludes Capitol Hill Visit! A Recap: What He Said in the Past Two Days?
① For Warsh, passing the first round relied on eloquent oratory and a relatively hawkish stance; ② To truly establish and uphold the Fed's credibility in the coming months, he must also deliver a convincing performance to the market and Congress through concrete actions in fighting inflation and resisting political interference.
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Meta Made a Decision, Storage Crashes
Meta builds cloud computing business to sell AI computing power. After the news broke, Meta surged but tanked US AI infrastructure stocks, with CoreWeave and Nebius plunging. Is this an AI computing power oversupply warning?
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Why did Samsung and SK Hynix fall after announcing investment expansion plans?
Samsung and SK Hynix expanded production but stock prices fell instead; memory prices rose 4.5 times in 9 months; can the storage stocks' highlight moment continue? In-depth analysis of the investment logic under the cloud vendors' arms race.
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The Warsh Storm is Coming
With Warsh taking over as Federal Reserve Chairman, the 30-year Treasury yield has broken through 5%, putting pressure on high valuations in the US stock market. Long-term interest rates remain high, shaking the foundations of the AI ​​bull market, and risks are accumulating.
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Dalio: We are in the early stages of a world war that will not end anytime soon.
The conflict with Iran is just the beginning; the next world war may be brewing.
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Bridgewater Associates founder Ray Dalio: The concept and operating mechanism of the All Weather portfolio
Ray Dalio shares his core investment principles: explaining how to build an "all-weather portfolio" to achieve a low-risk, high-return passive investment strategy, helping you steadily increase your wealth amidst market volatility.
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Karpathy urgently deleted its database! An AI-generated doomsday image went viral, threatening the jobs of 60 million white-collar workers.
AI expert Karpathy released a job replacement risk assessment, revealing that approximately 60 million white-collar jobs in the United States face a high risk of being replaced by AI. Digital jobs such as software development and financial analysis are the most dangerous, while manual labor jobs such as plumbers are the safest.
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A new report from CSIS, a top US think tank, reveals four truths about Chinese technology and one misjudgment…
A major report by the US think tank CSIS analyzes China's technology strategy: from electric vehicle disruption to semiconductor bottlenecks, revealing the four-quadrant rule of industry and the new pattern of global technology competition.
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OpenClaw slams on the gas and crashes into the "2028 doomsday theory": Who will create the "brakes" for AI?
OpenClaw ignites the agency commerce boom, while NEAR showcases how AI Chain builds the foundation of the agency economy at Nearcon 2026, exploring privacy, security, and accountability mechanisms, and revealing the opportunities and challenges of an era of commercial compression.
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The Triple Resonance of Bitcoin's Bottom: The Ultimate Direction of Macroeconomics, On-Chain Economics, and Miner Economics
A deep dive into the physical and emotional bottom of Bitcoin's current cycle.
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CITIC Securities: Short-term pullback does not change the spring rally; "technology + resources" remains the main theme.
Although the recent profit-taking in the "weak dollar trade" triggered by the nomination of the Federal Reserve Chairman (expectations of Warsh taking office) has caused a huge shock in global gold and silver prices and a sell-off in A-share broad-based ETFs, putting the market under short-term downward pressure, this will not end the "spring rally".
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CICC: When Gold and US Treasuries Rise Together
To end the gold price trend, the US needs to pay a heavy price to rebuild trust in US debt and resolve the dilemma of choosing between low inflation, low interest rates, and dollar hegemony.
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Gold Breaks Through the Stock Market: The 1.45 Lifeline and the Truth Behind Your Shrinking Assets
The S&P 500/gold ratio is currently 1.45, and historically, it has triggered crises on each of the three previous dips. Analysts warn that a gold-dominated cycle has begun, with stocks and cryptocurrencies continuing to depreciate relative to gold, and a key turning point may occur in 2026.
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Supply determines survival: The global landscape of tin, antimony, tungsten, and molybdenum, and China's central role.
The article explores the strategic value of minor metals such as tin, antimony, tungsten, and molybdenum, analyzes the global supply pattern, emphasizes China's advantages in the fields of tungsten, antimony, tin, and molybdenum, and points out the impact of the production stoppage in Wa State, Myanmar on tin prices, highlighting the importance of resource security.
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