HK, US stocks top stories
Better Artificial Intelligence Stock: Nvidia vs. AMDWall Street returns to the "Golden Age": The annual salaries of the heads of the six major banks exceed 40 million, setting a new high since the 2008 crisisThe Japanese stock market frenzy cannot hide the turmoil in bonds and currencies. Is "high market trading" an opportunity or a trap?Stanford expert: The U.S. is entering the "AI harvest period," with productivity growth expected to double to 2.7% by 2025In-depth interview with the founder of Stratechery: Warning of a "chip shortage" in 2029, the SaaS model will come to an end, and advertising is the ultimate business loop for AIThe last time the argument of "software is doomed" occurred was 10 years ago. What happened afterward?Sheng Songcheng: Lowering the reserve requirement ratio is better than lowering interest rates, and monetary policy should adopt a "small step" approach"SaaS is dead, SaaS is here"! Altman predicts the era of "all AI companies" has begunAfter the earnings report, the market value of the four major cloud providers in the U.S. evaporated by $1 trillion, and the market is even seeking to hedge against "big company risks."$60 per thousand impressions! OpenAI opens the curtain on "AI advertising" with high pricesSpring Festival Week Heavy Preview: The Federal Reserve's Favorite Inflation Indicator, DeepSeek V4 May Be ReleasedEven if investors crash the stock price, the 200 billion dollars must be "burned," Amazon needs to "reorganize its flag"The market narrative battle affecting trillions of capital: on one side is "AI disrupts everything," and on the other side is "AI returns are not sufficient."