SpaceX’s share price fell after its IPO, wiping $400bn off its market value. Tech stocks dropped amid AI valuation concerns and interest rate fears. | The world this week
专访风投家约翰·杜尔:AI是史上最大的科技“海啸”
凯鹏华盈董事长约翰·杜尔曾精准押注谷歌,在他看来,AI革命非但没有过度炒作,反而被低估了。
盘点2026年上半年标普500指数表现最好的20只股票
标普500指数今年以来累计上涨9.5%,其中许多股票实现了三位数的涨幅。半导体与计算机硬件制造商占了榜单大头。
Dow Hits Record as Tech Starts Week Strong
Blue-chip average rises above 52000 after adding Alphabet
Democrats and Republicans agree: AI is scary
Americans increasingly fear AI’s societal impact, with three-quarters wanting more regulation as both parties struggle to develop coherent policies on the technology. | United States
韩国狂飙的芯片股正将整个股市推入“危险地带”
三星电子与SK海力士现已合计占据韩国综合指数60%的权重,正将市场波动率推向极端。
美光财报缓解AI相关担忧,亚洲股市上涨
韩国综合指数大涨5.5%。日本日经指数攀升4.0%。台湾加权指数上涨近1%。存储芯片制造商美光科技交出亮眼业绩,缓解了市场对AI前景的担忧。
韩国宣布巨额芯片与AI新投资计划,规模达数万亿美元
韩国公布了在半导体产业和AI基础设施领域投资近2万亿美元的计划,存储芯片巨头三星电子和SK海力士均承诺进行大规模的新投资。
AI models’ values are very different from most people’s
AI models from different countries reflect distinct cultural and political biases, with Western models leaning secular and liberal while Chinese ones promote state values. | Briefing
三星电子和SK海力士拟斥资5,200亿美元在韩国建芯片厂
作为韩国“三大超大型项目”一部分,三星电子和SK海力士将在西南部打造一个新芯片制造中心。此举意在配合韩国政府的战略,将AI热潮引入该国非首都圈欠发达地区。
Why macro trading is hard
A study by Elm Wealth finds that humans and AI models struggle to profit from macro trading even when given advance access to next-day financial news headlines. | Finance & economics
Why big AI labs are hiring so many philosophers
Philosophy graduates face lower unemployment than computer science majors as AI firms recruit them to improve model reasoning, reduce hallucinations and build ethical frameworks. | Science & technology