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馬斯克:我建議在Anthropic承諾將5%的股份捐贈給新的公益基金後,直接向公衆分配股份。
2026-10-19
馬斯克:我建議在Anthropic承諾將5%的股份捐贈給新的公益基金後,直接向公衆分配股份。
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2026-10-18
Ukraine President Zelenskiy said Russia carried out 76 attacks on Ukraine's energy, oil and gas sectors over the past week.
Ukraine President Zelenskiy said Russia carried out 76 attacks on Ukraine's energy, oil and gas sectors over the past week.
2026-10-18
CITIC Securities research note: The recent correction in China’s AI core names, in both magnitude and duration, now parallels the new‑energy core pullback from late‑2021 to April‑2022. The first round of hardware valuation re‑rating amid a downshift in the super‑cycle’s acceleration (second derivative) appears close to completion. For long‑term investors focused on AI’s growth rate (first derivative) rather than its acceleration, the current adjustment is insufficient to alter the trend. Memory
CITIC Securities research note: The recent correction in China’s AI core names, in both magnitude and duration, now parallels the new‑energy core pullback from late‑2021 to April‑2022. The first round of hardware valuation re‑rating amid a downshift in the super‑cycle’s acceleration (second derivative) appears close to completion. For long‑term investors focused on AI’s growth rate (first derivative) rather than its acceleration, the current adjustment is insufficient to alter the trend. Memory prices, GPU rental rates and CSPs’ (cloud service providers’) profit margins are the key variables to watch for direction of underlying AI demand.
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