Wall Street Insights
Keep a close eye on the global financial market, covering the stock market, foreign exchange, bonds, commodities, etc.
Latest News
12:06
人形机器人存储需求5年增加20倍？马斯克：荒谬，机器人存储需求“超过一切”，超级智能更是远超于此
人形机器人存储需求5年增加20倍？马斯克：荒谬，机器人存储需求“超过一切”，超级智能更是远超于此10:23
A股三大股指震荡走高，创业板盘初曾涨1%，算力硬件局部反弹，生物医药下挫，恒科指高开低走翻绿，AI大模型反弹、智谱大涨11%
A股三大股指震荡走高，创业板盘初曾涨1%，算力硬件局部反弹，生物医药下挫，恒科指高开低走翻绿，AI大模型反弹、智谱大涨11%09:49
中国前三季度规模以上工业企业利润同比增长15.5%，AI算力与先进存储需求推动电子行业同比增1倍
中国前三季度规模以上工业企业利润同比增长15.5%，AI算力与先进存储需求推动电子行业同比增1倍06:33
单Token降价撞上Agent高消耗，Kimi K3.1 Pro上线48小时即致歉，补偿25%用量
单Token降价撞上Agent高消耗，Kimi K3.1 Pro上线48小时即致歉，补偿25%用量10-26 21:05
史上最大IPO来了！Anthropic正式提交IPO申请，上半年净亏损807亿美元，公司称未来可能无法实现盈利
史上最大IPO来了！Anthropic正式提交IPO申请，上半年净亏损807亿美元，公司称未来可能无法实现盈利10-26 16:54
最早看多AI硬件的“芯片网红”Citrini谈投资转向：减仓半导体，做多Meta、做空谷歌
最早看多AI硬件的“芯片网红”Citrini谈投资转向：减仓半导体，做多Meta、做空谷歌10-26 09:48
A股三大指数集体低开，创业板跌2%，“易中天”再跌，创新药反弹，恒科指跌1%，权重科网股齐跌
A股三大指数集体低开，创业板跌2%，“易中天”再跌，创新药反弹，恒科指跌1%，权重科网股齐跌10-25 15:11
SemiAnalysis创始人深度解析：AI投资还能撑多久？英伟达护城河还能守住吗？内存荒何时结束？
SemiAnalysis创始人深度解析：AI投资还能撑多久？英伟达护城河还能守住吗？内存荒何时结束？10-24 17:00
亚马逊CEO：AI业务年化收入超250亿美元，增速是AWS初期的数百倍，砸2200亿美元仍无法满足需求
亚马逊CEO：AI业务年化收入超250亿美元，增速是AWS初期的数百倍，砸2200亿美元仍无法满足需求User Discussion
Is this normal?
SpaceX, Broadcom, and Oracle are issuing massive amounts of bonds! The US bond market is "overcrowded," with "increasing concentration, ultimately influenced by the AI cycle."
🌕
Following the explosive popularity of Meta's Muse, OpenAI urgently launched its personal assistant "O" to counter this, with a Dev Day release expected.
What a COPY CAT 🤣🤣
The price of the Xiaomi 18 Pro continues to rise, with the top-of-the-line version breaking the 10,000 yuan mark.
R/s wow I think the the e
Behind the AI debt frenzy: $70 billion in off-balance-sheet hidden liabilities raise concerns among bond investors.
🙈
AMD's best-ever financial report resulted in a 9% plunge: The market doesn't want good results, but acceleration.
who YOLO, this time YOLO[得意]
Retail investors in "YOLO" are trapped! Momentum factors hit their biggest pullback/retracement in four years, with the most popular stocks evaporating 25% in one month.
🐮🍺
Reaching out to South Korean chip giants again: SK Hynix and Samsung's "excess profits" may need to be shared with the US.
MU already price in 2027
Storage capacity simply can't keep up! Micron warns: Stock shortages will continue until after 2026
1
Ahead of Pop Mart's earnings report, Deutsche Bank shouted "sell": overseas cooling, domestic weakness, may turn negative for the whole year.
Q
Ahead of Pop Mart's earnings report, Deutsche Bank shouted "sell": overseas cooling, domestic weakness, may turn negative for the whole year.
1
Ahead of Pop Mart's earnings report, Deutsche Bank shouted "sell": overseas cooling, domestic weakness, may turn negative for the whole year.
1
The "TACO" is outdated, and Wall Street is flooded with "NACHO" trading!
g
TSMC's April revenue increased by 17.5% year-on-year, with AI demand supporting its full-year expansion momentum.
Nice to know
Unveiling another side of Altman: lies, intrigue, and trillion-dollar bets
Mark
The IEA warns that the intensity of the Gulf energy shock exceeds the combined intensity of 1973, 1979, and 2022, and the global economy is entering a "Black April"!
mark
The most exciting "survey"? "Internet celebrity AI research institution": Public data underreports 50% of the actual traffic volume in Hormuz.
Wow
AI computing power is a fatal flaw! Broadcom's director named "three major bottlenecks," suggesting the capacity shortage may persist until 2027.