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。
40Followers100Articles
Summer could be a good time to retreat, BofA's Hartnett: A broader pullback may be unavoidable if Mag7 capex is cut
BofA strategist Hartnett warns: Bull & Bear Indicator hits all-time high of 9.6, recommends retreating from risk assets this summer, shifting to bonds and high-dividend stocks, and cautions that tech stock and AI capex cuts could trigger a market crash.
华尔街见闻
Storage's 'New Ghost Story': Is the US Going to Rob Money?
The US demands a share of SK Hynix and Samsung semiconductor profits, South Korean storage giants face political intervention risks, and the AI industry chain profit distribution game escalates.
华尔街见闻
SpaceX Stock Falls Below IPO Price, Market Cap Evaporates Over $1 Trillion
Starship engine malfunction triggers sell-off, but Wall Street still sees upside potential.
华尔街见闻
Big Short investor Michael Burry rarely bullish: 'Perfect timing' to bottom-fish Hong Kong stocks has arrived?
The Big Short prototype Michael Burry is high-profile bullish on Hong Kong stocks, stating that valuation trough opportunities have arrived and has quietly increased his holdings of JD.com. Goldman Sachs pointed out that Hong Kong stocks have entered the AI era, and the index lag conceals true vitality. In the long-short battle, can structural opportunities be seized?
华尔街见闻
If OpenAI Collapses, Global Stock Markets May Face Liquidation: Big Short's 15,000-Word Article Ignites AI Bubble Debate
The AI bubble is essentially the 'OpenAI bubble'.
华尔街见闻
Jensen Huang Turns Japan into Nvidia's 'Physical AI' Fulcrum: 30-Year-Old Lifesaving Grace, Full-Stack Binding 30 Years Later
Nvidia accelerates its physical AI deployment in Japan, Jensen Huang partners with Fanuc, Yaskawa, and Toyota to drive innovation in robotics and autonomous driving, and recounts the life-saving favor from Sega 30 years ago, making Japan the core of its global AI strategy.
华尔街见闻
Warsh's Congressional Hearing Debut: Will Act on Data Even Under Trump Criticism, June CPI Cooling Does Not Mean Inflation 'Mission Accomplished'
Federal Reserve Chair Warsh attended the congressional hearing, emphasizing that independence is sacrosanct, pledging zero tolerance for high inflation, breaking sticky prices, and reshaping the policy path with actions over words.
华尔街见闻
Apple sues OpenAI sparks verbal battle, Musk blasts Altman for fraud, Altman retorts with sarcasm about his boasting of 'space data center'
Musk and Altman's feud escalates, OpenAI releases GPT-5.6, SpaceXAI launches Grok 4.5, AI agent sector head-to-head, who comes out on top?
华尔街见闻
Goldman Sachs Report Dissects the Competitive Landscape of China's AI Large Models: Who Will Emerge as the Long-Term Winner?
Goldman Sachs' latest 50-page in-depth report indicates that China's AI large models deliver high performance at low cost, with open-source model performance approaching global top-tier levels. DeepSeek and Zhipu are positioned as the strongest in the basic text domain, while ByteDance leads in multimodal. The market projects API revenue to reach 879 billion yuan by 2030, so who will become the long-term winner?
华尔街见闻
Latest SemiAnalysis Interview: Storage Still Has Room to Double, Short- to Medium-Term Caution on CPO, CPU Is Just a Supporting Role
SemiAnalysis founder details AI infrastructure: Anthropic already has positive free cash flow, structural memory shortage persists for years, CPO large-scale deployment delayed to end of 2028, data centers self-building power sources become new opportunity.
华尔街见闻
SemiAnalysis: Nvidia Is Leveraging Its AA Credit Rating to Roll a $7 Trillion Debt Snowball
Nvidia's 'Backstop Plan' revealed, AI debt may exceed $7 trillion by 2029, SemiAnalysis deep dive into GPU financing dilemma and Nvidia's central bank role.
华尔街见闻2 authors
Doubao and Qianwen to Discontinue AI Agent Features on July 15
July 15 coincides with the implementation of the 'Interim Measures for the Administration of Artificial Intelligence Anthropomorphic Interaction Services'. As regulation tightens, top AI platforms shift their strategy toward B-end, and users need to back up data promptly. Learn about the key milestones in compliance and commercialization transformation.
华尔街见闻
Computing Power Crisis: Google Quietly Imposes Gemini Usage Cap on Meta
Google restricts Meta's use of Gemini computing power, worsening AI inference bottleneck, delays Meta internal projects, Google urgently rents SpaceX computing power expansion at $920 million per month.
华尔街见闻
SpaceX's Massive Bond Issuance After IPO Angers Market, Faces Heavy Sell-Off
SpaceX's $25 billion bond issuance faces heavy sell-off, with spreads nearing junk status, investor confidence eroded, and risks of a tech giant debt bubble intensifying.
华尔街见闻
Apple and Microsoft forced to raise prices, Cook admits 'unprecedented in 40 years', ordinary consumers are paying for AI
Apple and Microsoft announce price hikes on the same day, AI data centers push up storage costs, parts price increases unseen in a century, consumers will bear the bill for the AI arms race.
华尔街见闻
Industry News
Market Trends
Curated Readings
Subscribe