华尔街见闻
商业和金融信息提供商，由吴晓鹏于2010年在美国纽约成立，并于2013年在上海开始运营。
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a16z：顶尖人才涌向AI基建，基础设施设计将“推倒重来”
AI基础设施面临供需大裂缝，a16z推出机器时代基金。
华尔街见闻
Jackson Hole Symposium concludes; besides Warsh's hawkish remarks, here are other key points
September CPI and policy meeting become focal points; tokenization topic draws attention.
华尔街见闻
Fed Chair Warsh "hawkish," Goldman Sachs still doesn't believe in a "September rate hike," JPMorgan says "still depends on August nonfarm payrolls and CPI"
Inflation becomes the top concern, probability of a September rate hike surges above 50%, but Wall Street banks maintain their hold-steady forecasts.
华尔街见闻
Bessent's Real Plan
Bessent intervenes in the bond market, targeting record CTA short positions, which may trigger a U.S. Treasury short squeeze and drive the 10-year yield down to 4.3%.
华尔街见闻
Grain prices haven't taken off yet, why have fertilizers risen first?
As a super El Niño approaches, the fertilizer market has started moving first. Phosphate fertilizer supply is dominant, potash supply is tightening, and urea exports are in a game; can the food security mainline trigger supply-demand resonance?
华尔街见闻
The most sensitive moment for US Treasuries: $16 billion long-term bond auction + Fed minutes, early morning will test the market
The US Treasury sell-off continues, with the 20-year bond auction and Fed minutes arriving on the same day, the yield curve faces a dual test, and tech stocks are under increasing pressure.
华尔街见闻
"Bond Market Storm" Sweeps US, Europe, and Japan; Long-term Bond Yields Approach Multi-Decade Highs
The global sovereign bond market is experiencing its most severe sell-off in decades, with the US 30-year Treasury yield hitting a new high since 2007, and long-term interest rates in France, Germany, the UK, and Japan soaring simultaneously. Under the triple pressures of inflation concerns, fiscal expansion, and shrinking demand, the pricing logic of long-term bonds is being rewritten, and government financing costs are surging. The Trump administration is under pressure; will the bond market storm trigger a global financial market earthquake?
华尔街见闻
Is the US stock market rally too smooth? BTIG warns: systemic correction risk for US stocks rises from August to October
Historic highs and low volatility enter the midterm election year curse window; a correction of at least 7% may occur from August to October.
华尔街见闻
"AI Stock God" Blow-Up Drags Down Jane Street to $15 Billion July Loss, First Monthly Loss in a Decade
Jane Street suffered a $15 billion loss in July due to the blow-up of an AI hedge fund it invested in, marking its worst monthly performance in nearly a decade. The company urgently adjusted its risk strategy and advanced a $14.6 billion debt restructuring.
华尔街见闻
AI Leverage, U.S. Bond Yields, and the Strait of Hormuz — Three Major Factors Dominating Global Markets This Summer
Global capital is shifting from 'savings glut' to 'scarcity'. AI leverage blow-ups, U.S. bond yields hitting 19-year highs, and repeated ceasefires in the Strait of Hormuz — a triple liquidity crunch resonating, with high volatility possibly becoming the new normal.
华尔街见闻
Chip stocks hit a wall, but the market didn't
The plunge in chip stocks triggered buy signals instead, Bitcoin ETFs saw an average daily inflow of $500 million over five days, high-yield bond funds recorded the largest inflow in two years, and Wall Street optimism is heating up across the board.
华尔街见闻
After the liquidation crisis, Silicon Valley capital is instead flocking to ‘AI Stock God’
A large number of Silicon Valley investors proactively contacted the fund, expressing their willingness to add more investment. Sequoia Capital partner Pat Grady publicly stated: “He will be an important figure in Silicon Valley for a long time.” This setback has instead strengthened his “heroic persona.” Venture capitalist Elad Gil announced that he is applying to invest in the fund for the first time. Meanwhile, Wall Street views it as a classic lesson in excessive leverage, placing greater emphasis on capital preservation and strict risk control.
华尔街见闻
Nvidia Eyes Power Provider Behind OpenAI's 'Stargate' with $3 Billion Direct Stake
Nvidia plans a $3 billion stake in power developer Lancium, locking in several gigawatts of power to solve the energy bottleneck of AI data centers and accelerate the deployment of its AI infrastructure ecosystem.
华尔街见闻
Single-day surge of 4.2%! Gold breaks through key resistance level, bullish signals all lit up
Gold breaks through $4,300, recording the largest single-day gain in five months. Trump's statement triggers geopolitical premium, central bank purchases and expectations of slowing rate hikes resonate, bullish target looks to $4,400.
华尔街见闻
Goldman Sachs Details 8 Korean Memory Focus Points: Valuation, Long-Term Agreements, Inventory, ChangXin Impact, Buybacks, etc.
Goldman Sachs reiterates Buy on Samsung Electronics and SK Hynix, noting market concerns over HBM pricing, inventory, and ChangXin impact are excessive. The report expects HBM average price could double by 2027, with AI demand continuously outpacing supply, long-term agreement terms favorable to suppliers, current valuations at extreme pessimism, earnings and shareholder returns underestimated.
华尔街见闻
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