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Stock market fund flow chart: Today, the net outflow of main funds in the Shanghai and Shenzhen stock markets was 38.256 billion yuan, accounting for 1.51%; the net outflow of large-order funds was 20.66 billion yuan, accounting for 0.82%; and the ne

2026-08-06

Stock market fund flow chart: Today, the net outflow of main funds in the Shanghai and Shenzhen stock markets was 38.256 billion yuan, accounting for 1.51%; the net outflow of large-order funds was 20.66 billion yuan, accounting for 0.82%; and the net inflow of small-order funds was 33.237 billion yuan, accounting for 1.31%.

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2026-08-06

1. For most of 2026 and 2027, AI chips (GPUs, CPUs, memory, storage devices) will remain the primary bottleneck in AI computing infrastructure. However, semiconductor production capacity is rapidly increasing, and the industry has significant expansi

1. For most of 2026 and 2027, AI chips (GPUs, CPUs, memory, storage devices) will remain the primary bottleneck in AI computing infrastructure. However, semiconductor production capacity is rapidly increasing, and the industry has significant expansion flexibility given sufficient lead time. 2. Sometime within the next 18–24 months, due to delays in data center construction and deployment, as well as limitations in power supply (including grid power and on-site/independent power solutions), chips may no longer be the core factor limiting AI computing power. 3. Although data center deployment has exceeded expectations so far and has not hindered AI cloud deployment and token generation, power and infrastructure bottlenecks are expected to become key variables that the market needs to focus on in the second half of 2027 and 2028. (The above views are from a JPMorgan report dated August 5th.)
2026-08-05

U.S. Treasury Secretary Bessant: One of the highlights of Warsh's tenure at the Federal Reserve was watching the stenographers posing as journalists. For example, Nick Timuraos of the Wall Street Journal (formerly known as the "Federal Reserve mouthp

U.S. Treasury Secretary Bessant: One of the highlights of Warsh's tenure at the Federal Reserve was watching the stenographers posing as journalists. For example, Nick Timuraos of the Wall Street Journal (formerly known as the "Federal Reserve mouthpiece") was reduced to reporting only behind-the-scenes gossip about the Fed because they couldn't produce genuine economic or monetary policy analysis without being fed information.
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