根据一项预计于周二宣布的新协议,美国能源部将提供总额达175亿美元的低息贷款,供电力公司采购西屋电气公司旗舰核反应堆AP1000的设备。
AI Is a Boon to Ambitious Recent Grads
The opportunities for entry-level employees are new and different.
Trust the Free Market on AI
By micromanaging platforms, the White House picks winners and losers.
All the Money Flooding Into AI Is a Giant Warning Sign
When companies as a group turn into sellers, it’s a reasonable sign that stocks are very overpriced
Why Apple Enjoys Peerless iPhone Pricing Power
With plans to boost prices, Apple counts on an affluent user base able to shell out $1,000 or more for a device
SpaceX指数套利交易存在底层逻辑缺陷
虽然指数基金的被动买入会带来需求,但股价还取决于整体供需。由于IPO时间与纳入指数时间非常接近,使这种套利策略比往常更不容易成功。
谷歌拟筹资800亿美元用于AI建设;伯克希尔将购买100亿美元股份
谷歌母公司Alphabet周一宣布,计划进行800亿美元股权融资,以为其在人工智能竞赛中的巨额资本支出筹集资金。
Stressing Over Whether Your Index Fund Has SpaceX? Don’t
Picking an index just to avoid big IPOs isn’t likely to boost returns
如何看待最近(2026年)推特爆火的散户Serenity? – 小旋风财进 的回答
AI总结 核心结论:通过深度的底层供应链拆解(Chokepoint分析),寻找AI产业链中不可替代、高垄断、扩产周期长且被机构忽视的细分环节,实现认知的变现。 结构逻辑: 方法论:以工程师视角从下往上剥洋葱式拆解AI基础设施。 选股标准:高壁垒、垄断性、产能刚性、低覆盖。 落地步骤:产业链断供测试 → 小仓位验证逻辑 → 第三方催化确认 → 机构重新定价。
SpaceX, Fresh Off Its Historic IPO, Readies Its Bond-Market Debut
Elon Musk’s rocket company plans to issue at least $20 billion in debt as early as this week
疯涨行情后,科技股面临急剧回调风险
周二,闪迪和美光科技股价跌幅均超过13%,2026年年内涨幅分别收窄至727%和269%。
神秘华尔街巨头Jane Street步入AI聚光灯下
长期以来,Jane Street蒙着一层神秘面纱,交易员依赖专有算法,外界极难窥探其门道。如今,随着该公司努力成为AI领域的领军力量,它正逐渐步入聚光灯下。该公司员工已激增至3,500人,并计划在今年招聘500多名员工。