The grid connection is too slow, "can't wait," data centers are scrambling to purchase "jet engines" for power generation

Data centers can't wait for 7 years for grid access, so tech giants are turning to aircraft engines and diesel generators for "emergency" power supply. GE Vernova's orders surged by one-third, Cummins doubled its production capacity, and even Boom, which manufactures airplanes, is crossing over to sell power turbines—business that Sam Altman personally called to "request." However, the cost of on-site power generation is twice the average industrial power generation cost, with even higher carbon emissions

Wallstreetcn·
US
CMI
+0.29%
US
GEV
-0.58%
Wallstreetcn·
US
CMI
+0.29%
US
GEV
-0.58%

Does Doubao have another friend?

ByteDance, in collaboration with ZTE, launched the "Doubao Phone," sparking industry competition for the next generation of super entry points. Manufacturers such as vivo, Lenovo, and TRANSSION have become targets for collaboration with ByteDance. Lenovo plans to unveil the "AI Super Intelligent Agent" at CES, competing with the Doubao Phone assistant and promoting the Tianxi AI ecosystem. Lenovo maintains close cooperation with ByteDance, but the competition for super entry points in the AI era has just begun

Wallstreetcn·
NA
BYTED
0.00%
SH
688036
-0.77%
SZ
000063
-0.55%
Wallstreetcn·
NA
BYTED
0.00%
SH
688036
-0.77%
SZ
000063
-0.55%

Former Vice President "Fell" Aftershock, Chongqing Rural Commercial Bank Receives a Fine of 8.7 Million

Another executive of a small and medium-sized bank has been subjected to a lifetime ban from the industry. On December 15th, the Chongqing Regulatory Bureau disclosed that Chongqing Rural Commercial Bank had issues with loan "three checks" during its operations

Wallstreetcn·
SH
601077
-1.25%
HK
03618
+0.82%
Wallstreetcn·
SH
601077
-1.25%
HK
03618
+0.82%

How does the central bank purchase and store gold?

Global central bank gold reserves are approaching levels seen during the Bretton Woods system, with changes in purchasing channels and storage strategies. A report by CSC analysts indicates that central bank gold purchases are large in scale and rapid in speed, utilizing both over-the-counter markets and local direct procurement methods. Transactions in the London market are mostly "non-physical movements," while some resource-rich countries choose to procure directly from domestic sources. Gold has become the world's second-largest reserve asset, and the market is paying attention to the details of central bank gold purchases

Wallstreetcn·
SH
601066
-0.45%
HK
06066
+0.85%
Wallstreetcn·
SH
601066
-0.45%
HK
06066
+0.85%

The national automotive team returns to the center of the table

After reaching one million new energy vehicles, we will start again

Wallstreetcn·
US
TSLA
-2.10%
US
BYDDF
+4.25%
US
BYDDY
+4.17%
Wallstreetcn·
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TSLA
-2.10%
US
BYDDF
+4.25%
US
BYDDY
+4.17%

Notion CEO Talks AI Transformation: The Era of "Infinite Intelligence" Has Arrived

"Every era is shaped by its 'miracle materials'—steel forged the gilded age, semiconductors opened the digital age, and now, AI arrives with the posture of 'infinite intelligence.'" AI is not merely an upgrade of tools, but a miracle material akin to "steel" and "steam" in history

Wallstreetcn·
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CP00062
+0.76%
US
GOOGL
-0.18%
US
GOOG
-0.22%
Wallstreetcn·
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CP00062
+0.76%
US
GOOGL
-0.18%
US
GOOG
-0.22%

The ultimate battleground for computing power breakthroughs is not in Silicon Valley, but in space orbit

As the demand for AI computing power approaches the physical limits on the ground, space computing has become a new battleground for breakthroughs in computing power, thanks to its "energy cost only 1/70 of that on the ground" and natural deep cooling advantages. The United States, represented by Google, SpaceX, and Starcloud, has taken the lead in engineering implementation through vertical integration; China, under the guidance of national strategy, is advancing the dual-track approach of "dedicated computing constellations" and "intelligent remote sensing."

Wallstreetcn·
US
DXYZ
+0.32%
US
NVDA
+1.02%
US
GOOGL
-0.18%
Wallstreetcn·
US
DXYZ
+0.32%
US
NVDA
+1.02%
US
GOOGL
-0.18%

Nike is mired in its longest bear market in 40 years, but UBS has found bullish signals

As Nike's stock price is deeply retracing, Apple CEO Tim Cook spent $2.9 million to buy the dip, doubling his personal holdings. UBS's latest research shows five positive signals: Nike's net promoter score ranks first globally, consumer purchasing willingness is rebounding, and brand loyalty is at its highest. The new CEO's strategies of "returning to wholesale" and "focusing on sports" are beginning to show results. Despite the positive data, UBS maintains a "neutral" rating, believing that the time required for the company's transformation will be longer than the market expects

Wallstreetcn·
US
UBS
+0.13%
US
NKE
+1.55%
Wallstreetcn·
US
UBS
+0.13%
US
NKE
+1.55%

As the metal market surges, the dollar experiences its largest weekly decline since June

This week, the Bloomberg Dollar Index fell by about 0.8%, closing at its lowest point since early October, with a cumulative decline of about 8% this year, which will mark the largest annual drop since 2017. Analysts believe that the thin liquidity this week has not helped the already relatively weak dollar. Looking ahead, the focus will be on inflation data to assess the timing of the Federal Reserve's next interest rate cut

Wallstreetcn·
Wallstreetcn·

American humanoid robot startup: Even we think the hype from the outside is excessive

Despite the humanoid robot sector attracting approximately $5 billion this year, executives from several U.S. startups such as Agility Robotics and Weave Robotics have warned that the market hype has gone too far. Industry insiders point out that current technology is still insufficient to support complex applications like robotic butlers, making it incapable of handling intricate industrial or household services, and the deployment costs are exorbitant—only $20 out of every $100 invested goes towards the robots themselves

Wallstreetcn·
US
NVDA
+1.02%
Wallstreetcn·
US
NVDA
+1.02%

Who will stop the crazy silver? Who brought down the Hunt brothers back then?

As silver prices surge frequently, CME has once again raised margin requirements. This move has awakened the market's memory of several historical "short squeeze" failures: before the silver price crash in 2011, CME raised margin requirements five times in just nine days; in 1980, the collapse of the Hunt brothers also began with the exchange limiting leverage. History has repeatedly proven that when exchanges start to intensively restrict leverage by raising margin requirements, it is often a precursor to a market reversal

Wallstreetcn·
US
CME
+0.13%
Wallstreetcn·
US
CME
+0.13%

Oracle's quarterly plunge of 30%, analysts say: "If the agreement with OpenAI is not adjusted, Oracle may be unable to fulfill its obligations."

Oracle's stock price may see its largest decline since the internet bubble in the fourth quarter. Despite securing over $300 billion in orders from OpenAI, concerns have been raised over its aggressive expansion plans. Analysts warn that its investment-grade rating is at risk, and there is a danger in being overly reliant on a single client like OpenAI. However, some investors remain optimistic about founder Larry Ellison's long-term vision

Wallstreetcn·
US
ORCL
+0.25%
Wallstreetcn·
US
ORCL
+0.25%
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