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-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
Two $20 billion deals: OpenAI and Nvidia are waging a "war of inference".
Nvidia and OpenAI are each investing $20 billion in the AI ​​inference chip market, while Cerebras has filed for an IPO with a valuation of $35 billion. This silent war for control of the future of AI computing power is reshaping the multi-billion dollar technology market landscape.
华尔街见闻
Regarding the US military's blockade of the Strait of Hormuz, here are six key issues of market concern.
The US blockade of the Strait of Hormuz has sent global oil prices soaring. This move targets Iran's oil lifeline, exacerbating pressure on Asian energy supplies, and the market is pricing in a potential shortage.
华尔街见闻
From Wall Street to Silicon Valley, Anthropic has stolen all the limelight from OpenAI.
Anthropic has surpassed OpenAI in valuation, revenue, and market share, becoming Silicon Valley's new darling. Its annualized revenue exceeds $30 billion, demonstrating a significant advantage in the enterprise market, while OpenAI faces a cooling secondary market and profitability challenges.
华尔街见闻
US-Iran negotiations ended without results, with the Strait of Hormuz becoming one of the biggest sticking points; a high-profile US mine clearance operation was sunk by Iran, serving as a warning.
The high-level talks between the US and Iran failed to reach an agreement, and the military standoff in the Strait of Hormuz has drawn global attention. The two sides hold differing views on control of this crucial energy shipping route, and the market remains highly cautious about the prospects of the negotiations and the stability of navigation in the strait.
华尔街见闻
Why did Türkiye reduce its gold holdings by 58.4 tons in two weeks after the start of the US-Iran war?
This emergency operation of "exchanging gold for foreign exchange" reveals its survival strategy in the face of depleted foreign exchange reserves.
华尔街见闻
Predicting "When Will Trump End the War?" Here are Five Key Points
The Iran war has impacted global energy markets, with Brent crude oil surging 44% in 25 days. Barclays Capital analyzes five key catalysts and predicts whether oil prices will reach $85 or break through $110.
华尔街见闻
Goldman Sachs' analysis of "How long will the Iran war last": The market has only traded "inflation," not "recession."
Goldman Sachs warns that a crisis in the Strait of Hormuz could trigger a global recession, arguing that the current market is only pricing in an inflationary shock while ignoring the devastating impact of energy supply disruptions on economic growth. If the war drags on, global assets will face a violent reversal from inflation trading to recession trading.
华尔街见闻
Gold prices plummeted for a week, reminiscent of the 1983 sell-off, prompting speculation that the Middle East might be raising funds by selling gold.
Gold suffered its worst weekly plunge in 43 years as Middle East conflict fueled inflation and suppressed expectations of interest rate cuts. The panic selling in the market bore a striking resemblance to the historical crash of 1983.
华尔街见闻
Jensen Huang's GTC Speech (Full Text): The Era of Deductive Reasoning Has Arrived, and Lobsters Are the New Operating Systems
Jensen Huang reveals the "Token Factory Economics" and the trillion-dollar AI computing power demand, explaining the 350-fold performance leap of the Vera Rubin system and how agents will reshape the future workplace.
华尔街见闻
Musk's latest interview: AI has entered a self-evolutionary cycle, and humans are disappearing from the "loop".
At a tech summit, Musk revealed that Tesla's Optimus 3 humanoid robot is about to enter production, and that AI has entered a self-improvement phase. He predicted that the future economy will experience rapid growth and then shift towards deflation, with the output of goods and services far exceeding the money supply, and even predicted that "money will no longer be important."
华尔街见闻
Don't just focus on Iran; the US private equity crisis is gradually reminiscent of the subprime mortgage crisis.
Three private equity lending giants have successively run into crisis, and the gears of a vicious cycle have already meshed together.
华尔街见闻
The more powerful AI becomes, the more tired people become, and "anxiety" becomes the norm for both companies and employees.
AI, which was supposed to be a labor-saving tool, has become a new source of stress in many workplaces.
华尔街见闻
Deutsche Bank's major report: Two endgames for AI – Marx's predictions and Musk's vision
The first outcome is "complete replacement". The second outcome is "history repeating itself".
华尔街见闻
Block is laying off nearly half its staff, a 24% increase! CEO: AI improves efficiency; most companies will make similar adjustments in the coming year.
In its shareholder letter, Block announced layoffs of approximately 4,000 employees, while also disclosing that its gross profit for the full year of 2025 will reach $10.36 billion, a year-on-year increase of 17%, and that the gross profit growth rate more than doubled from the first quarter to the fourth quarter.
华尔街见闻
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