The artificial-intelligence trade has become so popular that it is causing currencies in Asia to artificially weaken as locals trade their money for dollars, presumably to buy hot AI stocks. ...

公司概况与估值 - Waymo是一家由Alphabet支持的自动驾驶出租车初创公司 [1] - 公司近期发展迅猛 [1] - 公司估值可能很快达到1000亿美元 [1]

Paramount Skydance's hostile bid for Warner Bros. Discovery appeared to be on shakier ground Wednesday, after the Warner Bros. ...

Amazon's stock is near flat this year. A reported $10 billion deal with OpenAI may energize investors — or it could fuel further fears about an AI bubble. ...

A finalist to replace Powell sees room for 100 basis points of rate cuts. ...

"Is gold's 60% rally this year merely the appetizer for a late-1970s-style main course?†asks Edwards ...

The world has more oil than it needs, but a drop in crude prices this week to the lowest level in nearly five years may help slow production and boost demand. ...

公司与供应商的重大合同变动 - 福特公司取消了与LG公司签订的一份电动汽车电池合同 [1] - 该合同价值高达9.6万亿韩元 [1] - 按汇率换算，合同价值约为65.2亿美元 [1]

核心观点 - 在通胀环境下 持有债券的理由受到质疑 [1] 宏观经济环境 - 当前经济环境被描述为通胀环境 [1]

公司估值与市场情绪 - MetaX的估值水平达到市销率的50倍，这一数字表明公司当前股价显得昂贵 [1] - 尽管估值高企，但投资者的需求依然强劲，焦点集中在中国打造科技领域国家冠军的决心上 [1] 行业政策与投资主题 - 中国正展现出在科技领域培育国家级领军企业的坚定决心，这构成了一个核心的投资主题 [1] - 投资者对MetaX的需求与该宏观政策导向密切相关，市场情绪受到国家产业战略的显著驱动 [1]