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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In just six months, South Korean stocks have "earned" a staggering 1000 trillion won, averaging 20 million won per person – an unprecedented level of wealth creation.
South Korean stocks are experiencing a super bull market, with AI-driven growth and real estate policies propelling the KOSPI index to surge by 109%, increasing household assets by 1,000 trillion won. Can this wealth effect be sustained?
华尔街见闻
Those looking to hedge should buy gold and oil; those hoping for a surge should buy AI; and "outdated" Bitcoin has entered a bear market.
Bitcoin fell to a two-month low of $66,123, while Ethereum also declined. Behind the outflow of funds from ETFs and the reduction of holdings by Strategy, the underlying reason is that Bitcoin is losing out to the competition from assets such as gold and AI, and the scarcity narrative has failed.
华尔街见闻
黄仁勋、Marvell CEO同台对谈：未来AI拼的不是算力是连接，“能用铜就用铜，必须用光才用光”
Marvell 与英伟达联手引爆 AI 基础设施革命，黄仁勋预言 Marvell 成为下一个万亿美元公司。算力瓶颈转向连接，铜缆向光纤跨越，数据中心需求激增，Marvell 股价大涨超 16%。
华尔街见闻
The US has approved its first batch of perpetual contracts, fully embracing the "crypto trading model."
The US CFTC approved the listing of Bitcoin perpetual contracts, bringing high-leverage trading under regulatory control. The rise of Hyperliquid is forcing traditional exchanges to accelerate their entry into the market, ushering in a new era for the crypto derivatives market.
华尔街见闻
The "White House Warren Buffett" lives up to his name: he buys first, then names stocks, resulting in a series of surges in Intel, Micron, and Dell.
This "build up positions first, then promote the stock, and then drive up the price" model renders financial statement analysis meaningless, and political stance becomes the only indicator on the candlestick chart.
华尔街见闻
Hedge Fund Q1 Analysis: Everyone's dumping software and buying chips
Hedge funds' net leverage surged to the 85th percentile in five years, while mutual funds conversely hoarded cash; the "Big Seven" hedge funds were all included in the hedge fund VIP list, but were collectively under-allocated by mutual funds.
华尔街见闻
On Warsh's first day in office, the market gave him a "baptism of fire": interest rate hikes are expected this year.
Warsh officially took over as head of the Federal Reserve, but the market sold off on his first day in office as inflation soared and expectations for interest rate hikes rose sharply, with US Treasury yields hitting a new high for the year.
华尔街见闻
Warsh's First Deadly Situation: Interest Rate Cuts, Inflation, and a Torn Fed
Trump chose Warsh to cut rates, but Warsh inherited a Federal Reserve riddled with internal divisions: high inflation, rare dissent within the FOMC, and a closed window for rate cuts. The June 17th FOMC meeting may completely alter market expectations.
华尔街见闻
Selling US Treasury bonds and buying Japanese bonds, Wall Street prepares for a "repatriation of Japanese capital."
Japanese government bond yields surged to multi-decade highs, trillions of dollars in US Treasury bonds faced the risk of being sold off, and global asset management firms bet on a large-scale return of Japanese investor funds to Japan.
华尔街见闻
BlackRock, the world's largest asset manager, is considering investing in SpaceX, the largest IPO in history.
BlackRock plans to participate in SpaceX's unprecedented IPO with $5 billion to $10 billion. This targeted investment is expected to attract more institutions to follow suit, but the high valuation and governance risks will test investors' confidence.
华尔街见闻
Trump's Q1 stock market activity revealed! These are the stocks he recently bought.
Significantly reduced holdings in Amazon, Meta and Microsoft, bought Nvidia, Broadcom and Apple, and bought up software stocks such as Oracle and Adobe at bargain prices.
华尔街见闻
Cryptocurrency companies join Silicon Valley's wave of layoffs! Coinbase lays off 14% of its workforce; CEO says AI is bringing profound change.
Coinbase lays off approximately 14% of its workforce, with AI reshaping its operating model and driving restructuring. The downturn in the crypto market exacerbates cost pressures, and a new wave of AI-driven layoffs is sweeping Silicon Valley.
华尔街见闻
With Buffett stepping back from the limelight for the first time, what are the highlights of the 2026 Berkshire Hathaway Annual Shareholders Meeting?
For the first time, Berkshire Hathaway's annual shareholders meeting was chaired by Abel, with Buffett stepping back to focus on capital allocation, AI strategies, and portfolio management, signaling his intention to succeed Buffett.
华尔街见闻
Powell's farewell meeting sees biggest disagreement in 34 years; he pledges never to become a "shadow chairman."
With four out of twelve voting members dissenting, this is the Fed's monetary policy meeting with the largest number of dissenting voices since 1992.
华尔街见闻
In-depth analysis of the Federal Reserve's major paper on "balance sheet reduction": How much to reduce, how to reduce, and what are the impacts?
On the eve of the Warsh hearing, the Federal Reserve's "balance sheet reduction roadmap" emerged.
华尔街见闻
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