华尔街见闻
商业和金融信息提供商，由吴晓鹏于2010年在美国纽约成立，并于2013年在上海开始运营。
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Why did Türkiye reduce its gold holdings by 58.4 tons in two weeks after the start of the US-Iran war?
This emergency operation of "exchanging gold for foreign exchange" reveals its survival strategy in the face of depleted foreign exchange reserves.
华尔街见闻
Predicting "When Will Trump End the War?" Here are Five Key Points
The Iran war has impacted global energy markets, with Brent crude oil surging 44% in 25 days. Barclays Capital analyzes five key catalysts and predicts whether oil prices will reach $85 or break through $110.
华尔街见闻
Goldman Sachs' analysis of "How long will the Iran war last": The market has only traded "inflation," not "recession."
Goldman Sachs warns that a crisis in the Strait of Hormuz could trigger a global recession, arguing that the current market is only pricing in an inflationary shock while ignoring the devastating impact of energy supply disruptions on economic growth. If the war drags on, global assets will face a violent reversal from inflation trading to recession trading.
华尔街见闻
Gold prices plummeted for a week, reminiscent of the 1983 sell-off, prompting speculation that the Middle East might be raising funds by selling gold.
Gold suffered its worst weekly plunge in 43 years as Middle East conflict fueled inflation and suppressed expectations of interest rate cuts. The panic selling in the market bore a striking resemblance to the historical crash of 1983.
华尔街见闻
Jensen Huang's GTC Speech (Full Text): The Era of Deductive Reasoning Has Arrived, and Lobsters Are the New Operating Systems
Jensen Huang reveals the "Token Factory Economics" and the trillion-dollar AI computing power demand, explaining the 350-fold performance leap of the Vera Rubin system and how agents will reshape the future workplace.
华尔街见闻
Musk's latest interview: AI has entered a self-evolutionary cycle, and humans are disappearing from the "loop".
At a tech summit, Musk revealed that Tesla's Optimus 3 humanoid robot is about to enter production, and that AI has entered a self-improvement phase. He predicted that the future economy will experience rapid growth and then shift towards deflation, with the output of goods and services far exceeding the money supply, and even predicted that "money will no longer be important."
华尔街见闻
Don't just focus on Iran; the US private equity crisis is gradually reminiscent of the subprime mortgage crisis.
Three private equity lending giants have successively run into crisis, and the gears of a vicious cycle have already meshed together.
华尔街见闻
The more powerful AI becomes, the more tired people become, and "anxiety" becomes the norm for both companies and employees.
AI, which was supposed to be a labor-saving tool, has become a new source of stress in many workplaces.
华尔街见闻
Deutsche Bank's major report: Two endgames for AI – Marx's predictions and Musk's vision
The first outcome is "complete replacement". The second outcome is "history repeating itself".
华尔街见闻
Block is laying off nearly half its staff, a 24% increase! CEO: AI improves efficiency; most companies will make similar adjustments in the coming year.
In its shareholder letter, Block announced layoffs of approximately 4,000 employees, while also disclosing that its gross profit for the full year of 2025 will reach $10.36 billion, a year-on-year increase of 17%, and that the gross profit growth rate more than doubled from the first quarter to the fourth quarter.
华尔街见闻
Nvidia's Q4 earnings report is the best reassurance, easing AI fears.
Q4 revenue increased by 73%, and Q1 guidance was "explosive" and hit a new high. Huang Renxun raised the revenue forecast by 500 billion.
华尔街见闻
A "Scarce Asset" in the AI ​​Era? Goldman Sachs: HALO – Asset-Heavy, Timeless
The AI ​​revolution, this seemingly "lightest" wave of virtual technology, is ending the "light asset myth" of the past decade and forcing the market to revalue those "cumbersome" and difficult-to-replicate physical assets (HALO).
华尔街见闻
Beneath the surface of its success, OpenAI faces four major challenges.
A former partner at a16z recently published an article pointing out that OpenAI faces four fundamental strategic dilemmas behind its apparent prosperity.
华尔街见闻
With stablecoins gaining prominence and prediction markets encroaching on its market share, is Bitcoin facing identity anxiety?
When "digital gold" loses to real gold, payment functions lose to stablecoins, and speculative fervor loses to prediction markets, Bitcoin is forced to confront a question it has never needed to answer before: Why does it exist?
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The founder of OpenClaw joined OpenAI with the goal of "developing an AI assistant that even my mother can use".
OpenAI has successfully recruited Peter Steinberger, the founder of OpenClaw, with the aim of overcoming the barriers to AI usability, promoting the development of personal intelligent agents, and reshaping the software ecosystem and addressing security challenges.
华尔街见闻
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