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11
2026-10
The central bank keeps buying more as prices fall—is gold still attractive?On October 7, the central bank released its latest reserve data: at the end of September, gold reserves stood at 77.47 million ounces, an increase of 740,000 ounces month-on-month, marking the 23rd consecutive month of increased holdings and the stro... -
11
2026-10
The White House established a "superintelligence task force" and released three leadsRecently, the United States has been making intensive moves in AI governance. In early October, Trump announced the formation of a "Superintelligence Task Force" led by Jay Clayton, Director of National Intelligence, with members including ... -
11
2026-10
SpaceX plans to borrow another $40 billion to buy NVIDIA chips!Capital expenditure for AI infrastructure is shifting from "giants paying out of pocket" to "borrowing money across the entire market for leverage."SpaceX is currently planning to raise about $40 billion for large-scale purchases ... -
11
2026-10
Q4 Investment Strategy: Shift from "Storytelling" to "Watching Financial Reports"!As trading days began after the holiday, the market's main concern was: After a significant drop in the third quarter, can it still perform in the fourth quarter?From the latest views from public funds such as Wanjia Fund, JPMorgan Asset Manageme... -
12
2026-09
GPT-6 Astra Debuts: The Horn of AGI or a Celebration of Computing Power?Last week, the tech world was woken up by a "nuclear bomb"-level piece of news—OpenAI officially released GPT-6 Astra, reclaiming the title of "Earth's strongest model" from competitors in just two days. OpenAI President Brock... -
12
2026-09
Cybercab Officially Hits the Road: How Big Can a Car Without a Steering Wheel Unlock a Market?Recently, Tesla made a major move in Austin, Texas—officially launching the mass-produced Cybercab driverless taxi and simultaneously launching paid operations in parts of Austin.But the tone of this launch event was completely different from Tesla&#... -
12
2026-09
Agents from major companies collectively enter the financial hinterland: whose business is it, whose pit?Just last week, Tencent officially launched the WorkBuddy Finance edition, offering over 80 financial experts and expert panels to banks, brokerages, and insurance companies.Less than a month ago, Baidu renamed GenFlow to "Kuku AI," and Fin... -
12
2026-09
MIIT issues the "AI Entrepreneurship Gift Package": The era of one-person companies has arrived, where will the money come from?On September 4, the Ministry of Industry and Information Technology officially issued the "AI SME Entrepreneurship Support Plan (2026–2028)". The core message of this document is very clear: the country must systematically lower the thresho... -
05
2026-09
Pre-sale system "substantially frozen": China's real estate sector is undergoing a groundbreaking institutional restructuringFrom August 27 to 28, the People's Bank of China, together with the Financial Regulatory Administration, the Ministry of Housing and Urban-Rural Development, the Ministry of Natural Resources, the National Financial Regulatory Administration, and... -
05
2026-09
Wash-Jackson Hole takes a hawkish view: The inflation target remains unchanged, and rate cuts are still early!Recently, Federal Reserve Chairman Kevin Warsh delivered his first keynote speech since taking office at the Jackson Hole Global Central Bank Annual Meeting. This speech gave the market no "sweet" hint at rate cuts; instead, with the phrase... -
05
2026-09
UBS's first Unitree research report: Hardware leads, but the "brain" is a weak pointUBS released its first research report covering Unitree Technology.The most valuable aspect of this research report is not that it tells you "Unitree's hardware is strong"—which is already a market consensus; Instead, it uses a clear th... -
29
2026-08
Alibaba allocated new shares for the first time since its listing on the Hong Kong Stock Exchange, investing HKD 80 billion entirely in AIRecently, Alibaba announced a major plan: it plans to place new shares to investors outside the United States, with a total amount reaching as high as HKD 80 billion. This is the first time since Alibaba returned to Hong Kong to list in 2019 that it ...
