沃什首秀轉鷹，美聯儲刪除降息傾向；美伊協議已線上簽署，美國庫欣原油庫存降至臨界低位，金銀賣出信號強烈，國際油價漲跌幅度不大，後市情緒如何？歡迎前往“數據庫-嘉盛市場晴雨表”查看並訂閱（數據每10分鐘更新1次）。

JD Cloud says Zhipu AI has released its next‑generation open‑source flagship model GLM‑5.2; JD Cloud’s JoyBuilder model development platform has completed integration and opened service access.

Florida-based asset manager Polen illustrates how missing a mega winner in the AI boom can reshape a firm: over four years its assets under management fell about 60%, down nearly $50bn to roughly $33bn. The firm's six equity mutual funds run concentrated portfolios; flagship Polen Growth Fund holds under 30 stocks and did not buy NVIDIA (NVDA.O), instead maintaining positions in software names Adobe (ADBE.O), Salesforce (CRM.N) and ServiceNow (NOW.N). In a June 2023 client letter Polen wrote “we believe that nearly all upside opportunities currently visible have already been priced in by the market” on NVIDIA; the stock then rose about 400% while an index tracking cloud software fell roughly 3% over the same period. Polen says it reversed its prior bearish view on AI chips at end-2025, acknowledged the misjudgment and began buying related stocks.