Wall Street Insights
Keep a close eye on the global financial market, covering the stock market, foreign exchange, bonds, commodities, etc.
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13:56
传奇投资者Paul Tudor Jones：当前美股类似2000年科网泡沫破灭前夕，我明年将全年做空
传奇投资者Paul Tudor Jones：当前美股类似2000年科网泡沫破灭前夕，我明年将全年做空04:25
Siri AI联动，苹果押注智能家居新入口！首款显示屏“大脑”HomeView登场，家居配件出“全家桶”
Siri AI联动，苹果押注智能家居新入口！首款显示屏“大脑”HomeView登场，家居配件出“全家桶”10-13 23:56
伊朗称美军海上力量大幅后撤，霍尔木兹一日6船遇袭，胡塞武装指沙特阿美石油设施为“合法目标”
伊朗称美军海上力量大幅后撤，霍尔木兹一日6船遇袭，胡塞武装指沙特阿美石油设施为“合法目标”10-13 20:37
HBM之外再出新招！SK海力士发布两大技术：MARS提速最高5倍、HBF容量达到HBM的14倍
HBM之外再出新招！SK海力士发布两大技术：MARS提速最高5倍、HBF容量达到HBM的14倍10-13 17:53
前沿模型使用率从55%暴跌至14%，Meta押注Muse Wonder，却撞上AI需求降级潮
前沿模型使用率从55%暴跌至14%，Meta押注Muse Wonder，却撞上AI需求降级潮10-13 17:10
苏姿丰将2026年称为“推理之年”，AMD预测2030年CPU市场空间翻倍至2000亿美元
苏姿丰将2026年称为“推理之年”，AMD预测2030年CPU市场空间翻倍至2000亿美元10-13 08:29
英特尔和博通CEO同日警告：资本已成AI最大瓶颈，ROI比芯片更短缺！马斯克回应：在赌场就别哭
英特尔和博通CEO同日警告：资本已成AI最大瓶颈，ROI比芯片更短缺！马斯克回应：在赌场就别哭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.