根据摩根大通数据，生成式AI在美国消费者中的普及速度，明显快于以往几波现代技术：智能手机、互联网、社交媒体和个人电脑。目前美国人口使用率已经升至70%以上，早期曲线的斜率远高于其他技术，说明用户接受和传播速度极快。

Samsung Electronics is evaluating measures to expand shareholder returns on a sustainable basis. SK Hynix says it will announce a plan by year-end to significantly increase capital returns. Both firms posted their highest-ever quarterly operating profits last week, driven by rising AI demand and materially stronger cash generation. Analysts estimate Samsung's free cash flow could reach about 200 trillion won this year, while SK Hynix's FCF is projected in the mid-to-upper 100 trillion won range.

美联储卡什卡利：宁愿现在小步行动，也不愿等待。