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On the eve of the Federal Reserve's silent period before the interest rate meeting, several Federal Reserve officials have been speaking out intensively!
At a critical moment, the Federal Reserve released a pivotal signal.
Weekly Outlook | The usa CPI may shake up the federal reserve's interest rate cut expectations! Oracle and broadcom will announce their earnings, which will impact the subsequent trends of AI concept stocks?
Adobe, gamestop, costco, and others will announce their performance; the annual "frozen capital king" of Hong Kong stock IPO, Mao Ge Ping, will be listed on the Hong Kong Stock Exchange on Tuesday.
Institutions: Why does seemingly strong non-farm employment make interest rate cuts "more stable"?
Both stocks and bonds in the usa have risen, and there are three major "mysteries" behind this.
Weekend reading | The secrets behind the AI application boom in North America: skyrocketing performance and industry news driving stock prices up.
Currently, AI is primarily deployed in the ToB sector, where performance support and industry news are the driving forces behind stock prices.
Weekend reading | The "Number One Cloud Factory" clearly elaborated on its global strategy: whether it is large models or chips, they will be options rather than the core.
AWS bets on "generative AI productization," making products and services the core of its development. It builds a more user-friendly and accessible platform to lower the barriers for users to utilize AI. In the future, the importance of large models will gradually decrease, as different models for various purposes will not significantly differ for users. Although it seems like a "laggard" in the AI competition, $amazon(AMZN.US)$ AWS has a clear global strategy. This Wednesday, amazon held its re:Invent annual conference, announcing a series of major products and plans, including the world's largest AI supercomputer, a new generation of ai chips and models, and training an apple AI...