Alton92 personal page - To The Moon

Alton92

Alton92

A dream journey to be a 1 million ringgit malaysia investment profolio.

18Follow

1Followers

0Topic

0Badge

11-25

Great article, would you like to share it?

Alphabet (GOOGL.US) Signs Multi-Million Dollar Deal with NATO to Develop AI Sovereign Cloud

09-24

Great article, would you like to share it?

Powell Points to Darkening Economic Picture, Says Stocks Are "Fairly Highly Valued"

09-02

Great article, would you like to share it?

Nvidia Is Set to Get a Big Boost From OpenAI. Here's How Much

08-29

Great article, would you like to share it?

Alibaba’s Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. The Stock Is Rising

08-19

Great article, would you like to share it?

Nvidia Working on New AI Chip for China That Outperforms the H20, Sources Say

08-15

Great article, would you like to share it?

@TigerClub:@Pilates: From Business Owner to Options Queen — How She Found Her Second Wind

08-15

Interest Rate, unemployment rate, CPI and GDP.

US Fed to Cut Rates in September and Once More This Year, Say Most Economists: Reuters Poll

08-13

Great article, would you like to share it?

Hong Kong Stock Concept Watch: Unitree Robotics CEO Wang Xingxing Predicts Accelerated Humanoid Robot Deployment Within 3-5 Years; Key Companies to Monitor (With Related Stocks)

08-13

Great article, would you like to share it?

China's Unitree Robotics starts IPO process

08-08

Great article, would you like to share it?

Sorry, the original content has been removed

08-07

Great article, would you like to share it?

Worried About an AI Bubble? Watch This Indicator. -- Barrons.com

08-06

Great article, would you like to share it?

BRIEF-SentinelOne To Acquire Prompt Security To Advance Genai Security And Agent Security Strategy

08-06

Great article, would you like to share it?

BRIEF-Meta Announces New WhatsApp Tools To Help People Spot Scams And Stay Safe While Messaging

08-04

Great article, would you like to share it?

Trump Will Remake the Fed. Lower Rates Are Just the Start

08-02

Great article, would you like to share it?

@MaverickWealthBuilder:Big-Tech Weekly: Why AWS behind Azure/GCP? How Big-Tech Capex Boost NVDA?

08-01

Great article, would you like to share it?

US July Jobs Report Expected to Show Hiring Slowed While Unemployment Rate Ticked Higher

08-01

Great article, would you like to share it?

Sorry, the original content has been removed

07-31

Great article, would you like to share it?

Sorry, the original content has been removed

07-25

Great article, would you like to share it?

SoFi Q2 Preview: Significant Growth Momentum And Expected To Continue To Make Profits

07-03

Great article, would you like to share it?

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4126700426039732","uuid":"4126700426039732","gmtCreate":1663662115959,"gmtModify":1744205569968,"name":"Alton92","pinyin":"alton92","introduction":"","introductionEn":"","signature":"A dream journey to be a 1 million ringgit malaysia investment profolio.","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","hat":"https://static.tigerbbs.com/f84859c65fc2d7681e28f6b8e9b0535a","hatId":"shopping-e0b1a3caa8c65703bac5ba32981fb0ed","hatName":"Mooning","vip":1,"status":2,"fanSize":1,"headSize":18,"tweetSize":40,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.14","exceedPercentage":"80.25%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.24","exceedPercentage":"80.71%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":8,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":503834882335464,"gmtCreate":1764029762098,"gmtModify":1764029765790,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503834882335464","repostId":"1161689573","repostType":2,"repost":{"id":"1161689573","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1763991255,"share":"https://ttm.financial/m/news/1161689573?lang=en_US&edition=fundamental","pubTime":"2025-11-24 21:34","market":"fut","language":"en","title":"Alphabet (GOOGL.US) Signs Multi-Million Dollar Deal with NATO to Develop AI Sovereign Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=1161689573","media":"Stock News","summary":"Alphabet (GOOGL.US) announced on Monday that it has signed a multi-year, multi-million-dollar cloud services agreement with NATO's Communication and Information Agency (NCI Agency) to provide highly...","content":"<p>Alphabet (GOOGL.US) announced on Monday that it has signed a multi-year, multi-million-dollar cloud services agreement with NATO's Communication and Information Agency (NCI Agency) to provide highly secure sovereign cloud services, supporting the organization's digital modernization efforts. Following the announcement, Alphabet's pre-market shares rose over 4%.</p>\n<p>Under the agreement, NATO will leverage Alphabet's cloud services to optimize its digital infrastructure, strengthen governance systems, and enhance artificial intelligence capabilities. Google Distributed Cloud will provide technical support to NATO's Joint Analysis, Training, and Education Centre (JATEC), which will also use this infrastructure to process classified computing tasks.</p>\n<p>Tara Brady, President of Google Cloud for Europe, the Middle East, and Africa, stated, \"Google Cloud is committed to supporting NATO's core mission by helping build resilient and risk-resistant infrastructure while leveraging cutting-edge technological innovations. This collaboration will accelerate NATO's digital modernization with breakthrough advancements while maintaining the highest security standards and digital sovereignty.\"</p>\n<p>Antonio Calderon, Chief Technology Officer of NATO's NCI Agency, added, \"Partnering with industry leaders is a key component of our digital transformation strategy. Through this collaboration, we will establish a secure, highly resilient, and scalable cloud environment for JATEC, fully meeting the stringent requirements for protecting highly sensitive data.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet (GOOGL.US) Signs Multi-Million Dollar Deal with NATO to Develop AI Sovereign Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet (GOOGL.US) Signs Multi-Million Dollar Deal with NATO to Develop AI Sovereign Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2025-11-24 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alphabet (GOOGL.US) announced on Monday that it has signed a multi-year, multi-million-dollar cloud services agreement with NATO's Communication and Information Agency (NCI Agency) to provide highly secure sovereign cloud services, supporting the organization's digital modernization efforts. Following the announcement, Alphabet's pre-market shares rose over 4%.</p>\n<p>Under the agreement, NATO will leverage Alphabet's cloud services to optimize its digital infrastructure, strengthen governance systems, and enhance artificial intelligence capabilities. Google Distributed Cloud will provide technical support to NATO's Joint Analysis, Training, and Education Centre (JATEC), which will also use this infrastructure to process classified computing tasks.</p>\n<p>Tara Brady, President of Google Cloud for Europe, the Middle East, and Africa, stated, \"Google Cloud is committed to supporting NATO's core mission by helping build resilient and risk-resistant infrastructure while leveraging cutting-edge technological innovations. This collaboration will accelerate NATO's digital modernization with breakthrough advancements while maintaining the highest security standards and digital sovereignty.\"</p>\n<p>Antonio Calderon, Chief Technology Officer of NATO's NCI Agency, added, \"Partnering with industry leaders is a key component of our digital transformation strategy. Through this collaboration, we will establish a secure, highly resilient, and scalable cloud environment for JATEC, fully meeting the stringent requirements for protecting highly sensitive data.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0079474960.USD":"联博美国增长基金A","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","BK4585":"ETF&股票定投概念","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4587":"ChatGPT概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","BK4588":"碎股","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","GOOG":"谷歌","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","GOOGL":"谷歌A","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0061474960.USD":"天利环球焦点基金AU Acc","USJW.SI":"ALPHAB 3xLongSG261006","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4576":"AR","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","SG9999002224.SGD":"Allianz Global High Payout SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4579":"人工智能","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4574":"无人驾驶","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","BK4573":"虚拟现实","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4581":"高盛持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","BK4534":"瑞士信贷持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4538":"云计算","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4507":"流媒体概念","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4503":"景林资产持仓","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4566":"资本集团","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","BK4561":"索罗斯持仓","LU0444971666.USD":"天利全球科技基金","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","BK4543":"AI","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4514":"搜索引擎","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4592":"伊斯兰概念","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","BK4548":"巴美列捷福持仓","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4554":"元宇宙及AR概念","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","BK4550":"红杉资本持仓","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","BK4598":"佩洛西持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0080751232.USD":"富达环球多元动力基金A","BK4602":"量子计算概念","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","SG9999001077.SGD":"United International Growth Fund SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","BK4525":"远程办公概念","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4527":"明星科技股","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","BK4612":"AI芯片","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161689573","content_text":"Alphabet (GOOGL.US) announced on Monday that it has signed a multi-year, multi-million-dollar cloud services agreement with NATO's Communication and Information Agency (NCI Agency) to provide highly secure sovereign cloud services, supporting the organization's digital modernization efforts. Following the announcement, Alphabet's pre-market shares rose over 4%.\nUnder the agreement, NATO will leverage Alphabet's cloud services to optimize its digital infrastructure, strengthen governance systems, and enhance artificial intelligence capabilities. Google Distributed Cloud will provide technical support to NATO's Joint Analysis, Training, and Education Centre (JATEC), which will also use this infrastructure to process classified computing tasks.\nTara Brady, President of Google Cloud for Europe, the Middle East, and Africa, stated, \"Google Cloud is committed to supporting NATO's core mission by helping build resilient and risk-resistant infrastructure while leveraging cutting-edge technological innovations. This collaboration will accelerate NATO's digital modernization with breakthrough advancements while maintaining the highest security standards and digital sovereignty.\"\nAntonio Calderon, Chief Technology Officer of NATO's NCI Agency, added, \"Partnering with industry leaders is a key component of our digital transformation strategy. Through this collaboration, we will establish a secure, highly resilient, and scalable cloud environment for JATEC, fully meeting the stringent requirements for protecting highly sensitive data.\"","news_type":1,"symbols_score_info":{"GOOG":1,"GOOGL":1,"USJW.SI":1}},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":481880456430112,"gmtCreate":1758680921966,"gmtModify":1758680925638,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/481880456430112","repostId":"2569712980","repostType":2,"repost":{"id":"2569712980","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1758680100,"share":"https://ttm.financial/m/news/2569712980?lang=en_US&edition=fundamental","pubTime":"2025-09-24 10:15","market":"us","language":"en","title":"Powell Points to Darkening Economic Picture, Says Stocks Are \"Fairly Highly Valued\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2569712980","media":"Dow Jones","summary":"Powell noted a weakening labor market and economic outlook, alongside inflation remaining above the 2% goal.","content":"<html><head></head><body><p style=\"text-align: start;\">Federal Reserve Chair Jerome Powell pointed to a weakening labor market and economic outlook alongside elevated prices in his remarks Tuesday afternoon, a combination that puts policymakers in a tough position.</p><p>“Near-term risks to inflation are tilted to the upside and risks to employment to the downside—a challenging situation,” he said at an event hosted by the Greater Providence Chamber of Commerce. “Two-sided risks mean that there is no risk-free path.”</p><p>When asked about markets, Powell commented that the Fed does look at overall financial conditions, and noted stock values appeared to be elevated.</p><p>“By many measures, for example, equity prices are fairly highly valued.” He added that it is not, however, “a time of elevated financial stability risks.”</p><p>His address comes one week after the central bank approved its first interest-rate cut of 2025.</p><p style=\"text-align: start;\">Recent data show economic growth moderating, Powell said, adding that the unemployment rate, while still low, has edged up. Housing data remains weak, he added, and there has been a slowdown in consumer spending. At the same time, inflation remains elevated above the Fed’s 2% goal.</p><p style=\"text-align: start;\">The situation is what Joe Brusuelas, chief economist at RSM US, refers to as “stagflation-lite,” an unfortunate situation where the economy wavers while prices remain high.</p><p>Shifting federal policy has created structural changes to the economy that make it difficult to predict what comes next, Powell said. Currently, “the U.S. economy is showing resilience in the midst of substantial changes in trade and immigration policies, as well as in fiscal, regulatory and geopolitical arenas,” he said.</p><p style=\"text-align: start;\">Powell warned: “These policies are still emerging, and their longer-term implications will take some time to be seen.”</p><p style=\"text-align: start;\">Powell offered few clues in his remarks about what the Fed will decide at its October policy meeting. “Our policy is not on a preset course,” he said. “We will continue to determine the appropriate stance based on the incoming data, the evolving outlook, and the balance of risks.”</p><p style=\"text-align: start;\">At his press conference last week, Powell made clear the rate cut shouldn’t be interpreted by markets as the start of aggressive easing.</p><p style=\"text-align: start;\">“You could think of this in a way as a risk management cut,” he said at the time, signaling that further moves would be cautious and data-dependent.</p><p style=\"text-align: start;\">That cautious stance showed up in the Fed’s own projections.</p><p>The updated dot-plot forecasts three cuts in 2025, up from two in June. However, there is deep uncertainty among policymakers. The median forecast masks a razor-thin 10-9 split among the 19 participants over how deep to cut, suggesting little consensus about the path ahead.</p><p style=\"text-align: start;\">Powell also reinforced on Tuesday that the central bank wouldn’t be swayed by political pressure, emphasizing the Fed is “never, ever thinking about political things.”</p><p style=\"text-align: start;\">Many people, he said “don’t believe us…but the truth is most of the people who are calling us political, it’s just a cheap shot.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell Points to Darkening Economic Picture, Says Stocks Are \"Fairly Highly Valued\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPowell Points to Darkening Economic Picture, Says Stocks Are \"Fairly Highly Valued\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-24 10:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Federal Reserve Chair Jerome Powell pointed to a weakening labor market and economic outlook alongside elevated prices in his remarks Tuesday afternoon, a combination that puts policymakers in a tough position.</p><p>“Near-term risks to inflation are tilted to the upside and risks to employment to the downside—a challenging situation,” he said at an event hosted by the Greater Providence Chamber of Commerce. “Two-sided risks mean that there is no risk-free path.”</p><p>When asked about markets, Powell commented that the Fed does look at overall financial conditions, and noted stock values appeared to be elevated.</p><p>“By many measures, for example, equity prices are fairly highly valued.” He added that it is not, however, “a time of elevated financial stability risks.”</p><p>His address comes one week after the central bank approved its first interest-rate cut of 2025.</p><p style=\"text-align: start;\">Recent data show economic growth moderating, Powell said, adding that the unemployment rate, while still low, has edged up. Housing data remains weak, he added, and there has been a slowdown in consumer spending. At the same time, inflation remains elevated above the Fed’s 2% goal.</p><p style=\"text-align: start;\">The situation is what Joe Brusuelas, chief economist at RSM US, refers to as “stagflation-lite,” an unfortunate situation where the economy wavers while prices remain high.</p><p>Shifting federal policy has created structural changes to the economy that make it difficult to predict what comes next, Powell said. Currently, “the U.S. economy is showing resilience in the midst of substantial changes in trade and immigration policies, as well as in fiscal, regulatory and geopolitical arenas,” he said.</p><p style=\"text-align: start;\">Powell warned: “These policies are still emerging, and their longer-term implications will take some time to be seen.”</p><p style=\"text-align: start;\">Powell offered few clues in his remarks about what the Fed will decide at its October policy meeting. “Our policy is not on a preset course,” he said. “We will continue to determine the appropriate stance based on the incoming data, the evolving outlook, and the balance of risks.”</p><p style=\"text-align: start;\">At his press conference last week, Powell made clear the rate cut shouldn’t be interpreted by markets as the start of aggressive easing.</p><p style=\"text-align: start;\">“You could think of this in a way as a risk management cut,” he said at the time, signaling that further moves would be cautious and data-dependent.</p><p style=\"text-align: start;\">That cautious stance showed up in the Fed’s own projections.</p><p>The updated dot-plot forecasts three cuts in 2025, up from two in June. However, there is deep uncertainty among policymakers. The median forecast masks a razor-thin 10-9 split among the 19 participants over how deep to cut, suggesting little consensus about the path ahead.</p><p style=\"text-align: start;\">Powell also reinforced on Tuesday that the central bank wouldn’t be swayed by political pressure, emphasizing the Fed is “never, ever thinking about political things.”</p><p style=\"text-align: start;\">Many people, he said “don’t believe us…but the truth is most of the people who are calling us political, it’s just a cheap shot.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BK4122":"互联网与直销零售","BK4096":"电气部件与设备",".DJI":"道琼斯"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2569712980","content_text":"Federal Reserve Chair Jerome Powell pointed to a weakening labor market and economic outlook alongside elevated prices in his remarks Tuesday afternoon, a combination that puts policymakers in a tough position.“Near-term risks to inflation are tilted to the upside and risks to employment to the downside—a challenging situation,” he said at an event hosted by the Greater Providence Chamber of Commerce. “Two-sided risks mean that there is no risk-free path.”When asked about markets, Powell commented that the Fed does look at overall financial conditions, and noted stock values appeared to be elevated.“By many measures, for example, equity prices are fairly highly valued.” He added that it is not, however, “a time of elevated financial stability risks.”His address comes one week after the central bank approved its first interest-rate cut of 2025.Recent data show economic growth moderating, Powell said, adding that the unemployment rate, while still low, has edged up. Housing data remains weak, he added, and there has been a slowdown in consumer spending. At the same time, inflation remains elevated above the Fed’s 2% goal.The situation is what Joe Brusuelas, chief economist at RSM US, refers to as “stagflation-lite,” an unfortunate situation where the economy wavers while prices remain high.Shifting federal policy has created structural changes to the economy that make it difficult to predict what comes next, Powell said. Currently, “the U.S. economy is showing resilience in the midst of substantial changes in trade and immigration policies, as well as in fiscal, regulatory and geopolitical arenas,” he said.Powell warned: “These policies are still emerging, and their longer-term implications will take some time to be seen.”Powell offered few clues in his remarks about what the Fed will decide at its October policy meeting. “Our policy is not on a preset course,” he said. “We will continue to determine the appropriate stance based on the incoming data, the evolving outlook, and the balance of risks.”At his press conference last week, Powell made clear the rate cut shouldn’t be interpreted by markets as the start of aggressive easing.“You could think of this in a way as a risk management cut,” he said at the time, signaling that further moves would be cautious and data-dependent.That cautious stance showed up in the Fed’s own projections.The updated dot-plot forecasts three cuts in 2025, up from two in June. However, there is deep uncertainty among policymakers. The median forecast masks a razor-thin 10-9 split among the 19 participants over how deep to cut, suggesting little consensus about the path ahead.Powell also reinforced on Tuesday that the central bank wouldn’t be swayed by political pressure, emphasizing the Fed is “never, ever thinking about political things.”Many people, he said “don’t believe us…but the truth is most of the people who are calling us political, it’s just a cheap shot.”","news_type":1,"symbols_score_info":{"US2Y.BOND":1.5,"US3Y.BOND":1.5,"US10Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,".SPX":1.1,".IXIC":0.6,"US7Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,".DJI":1.5}},"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":474131614896832,"gmtCreate":1756790482389,"gmtModify":1756790484652,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/474131614896832","repostId":"1147441365","repostType":2,"repost":{"id":"1147441365","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1756785814,"share":"https://ttm.financial/m/news/1147441365?lang=en_US&edition=fundamental","pubTime":"2025-09-02 12:03","market":"us","language":"en","title":"Nvidia Is Set to Get a Big Boost From OpenAI. Here's How Much","url":"https://stock-news.laohu8.com/highlight/detail?id=1147441365","media":"Dow Jones","summary":"Nvidia’s recent earnings report was full of big numbers but one of the most eye-opening was that future gigawatt-scale data centers will cost around $50 billion to build. OpenAI looks ready to take...","content":"<html><head></head><body><p>Nvidia’s recent earnings report was full of big numbers but one of the most eye-opening was that future gigawatt-scale data centers will cost around $50 billion to build. OpenAI looks ready to take on that huge spending, planning one such facility in India alongside multiple sites in the U.S. and elsewhere, according to a Bloomberg report.</p><p style=\"text-align: start;\">Nvidia CEO Jensen Huang told analysts that a single gigawatt data center would require around $35 billion in spending on his company’s hardware—plus $15 billion on additional components—and he expected future “AI super-factories” would require multiple gigawatts of power.</p><p style=\"text-align: start;\">That will need some very deep-pocketed clients but ChatGPT-developer OpenAI is stepping up. The company is looking for local partners to set up a data center in India with at least a one-gigawatt capacity, Bloomberg reported Monday, citing unidentified sources.</p><p style=\"text-align: start;\">If Nvidia’s numbers are correct, then OpenAI is planning hundreds of billions worth of spending.</p><p>OpenAI recently announced an agreement with Oracle to develop 4.5 gigawatts of data-center capacity in the U.S., and previously announced plans for a one-gigawatt cluster in Abu Dhabi. All that spending is likely to come under the umbrella of Project Stargate, a$500 billion planfor AI infrastructure investment. According to Goldman Sachs, the entire data-center capacity in North America stood at 22 gigawatts at the end of 2024.</p><p style=\"text-align: start;\">OpenAI hasn’t provided details about how Project Stargate will be funded. It didn’t immediately respond to a request for comment early on Monday.</p><p style=\"text-align: start;\">Such commitments are good news for Nvidia, which has forecast $3 trillion to $4 trillion in annual AI infrastructure spending by 2030.</p><p style=\"text-align: start;\">“We had previously expected 2025 to represent a peak year in the AI cycle due to several factors. Based on the progress made by the AI models over the last 6 months, their expanded capabilities and rapid adoption, we now believe demand growth for inference will sustain for the foreseeable future, which should overwhelm these trends,” wrote D.A. Davidson analyst Gil Luria in a research note.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is Set to Get a Big Boost From OpenAI. Here's How Much</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is Set to Get a Big Boost From OpenAI. Here's How Much\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-02 12:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia’s recent earnings report was full of big numbers but one of the most eye-opening was that future gigawatt-scale data centers will cost around $50 billion to build. OpenAI looks ready to take on that huge spending, planning one such facility in India alongside multiple sites in the U.S. and elsewhere, according to a Bloomberg report.</p><p style=\"text-align: start;\">Nvidia CEO Jensen Huang told analysts that a single gigawatt data center would require around $35 billion in spending on his company’s hardware—plus $15 billion on additional components—and he expected future “AI super-factories” would require multiple gigawatts of power.</p><p style=\"text-align: start;\">That will need some very deep-pocketed clients but ChatGPT-developer OpenAI is stepping up. The company is looking for local partners to set up a data center in India with at least a one-gigawatt capacity, Bloomberg reported Monday, citing unidentified sources.</p><p style=\"text-align: start;\">If Nvidia’s numbers are correct, then OpenAI is planning hundreds of billions worth of spending.</p><p>OpenAI recently announced an agreement with Oracle to develop 4.5 gigawatts of data-center capacity in the U.S., and previously announced plans for a one-gigawatt cluster in Abu Dhabi. All that spending is likely to come under the umbrella of Project Stargate, a$500 billion planfor AI infrastructure investment. According to Goldman Sachs, the entire data-center capacity in North America stood at 22 gigawatts at the end of 2024.</p><p style=\"text-align: start;\">OpenAI hasn’t provided details about how Project Stargate will be funded. It didn’t immediately respond to a request for comment early on Monday.</p><p style=\"text-align: start;\">Such commitments are good news for Nvidia, which has forecast $3 trillion to $4 trillion in annual AI infrastructure spending by 2030.</p><p style=\"text-align: start;\">“We had previously expected 2025 to represent a peak year in the AI cycle due to several factors. Based on the progress made by the AI models over the last 6 months, their expanded capabilities and rapid adoption, we now believe demand growth for inference will sustain for the foreseeable future, which should overwhelm these trends,” wrote D.A. Davidson analyst Gil Luria in a research note.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147441365","content_text":"Nvidia’s recent earnings report was full of big numbers but one of the most eye-opening was that future gigawatt-scale data centers will cost around $50 billion to build. OpenAI looks ready to take on that huge spending, planning one such facility in India alongside multiple sites in the U.S. and elsewhere, according to a Bloomberg report.Nvidia CEO Jensen Huang told analysts that a single gigawatt data center would require around $35 billion in spending on his company’s hardware—plus $15 billion on additional components—and he expected future “AI super-factories” would require multiple gigawatts of power.That will need some very deep-pocketed clients but ChatGPT-developer OpenAI is stepping up. The company is looking for local partners to set up a data center in India with at least a one-gigawatt capacity, Bloomberg reported Monday, citing unidentified sources.If Nvidia’s numbers are correct, then OpenAI is planning hundreds of billions worth of spending.OpenAI recently announced an agreement with Oracle to develop 4.5 gigawatts of data-center capacity in the U.S., and previously announced plans for a one-gigawatt cluster in Abu Dhabi. All that spending is likely to come under the umbrella of Project Stargate, a$500 billion planfor AI infrastructure investment. According to Goldman Sachs, the entire data-center capacity in North America stood at 22 gigawatts at the end of 2024.OpenAI hasn’t provided details about how Project Stargate will be funded. It didn’t immediately respond to a request for comment early on Monday.Such commitments are good news for Nvidia, which has forecast $3 trillion to $4 trillion in annual AI infrastructure spending by 2030.“We had previously expected 2025 to represent a peak year in the AI cycle due to several factors. Based on the progress made by the AI models over the last 6 months, their expanded capabilities and rapid adoption, we now believe demand growth for inference will sustain for the foreseeable future, which should overwhelm these trends,” wrote D.A. Davidson analyst Gil Luria in a research note.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472817792467000,"gmtCreate":1756469720812,"gmtModify":1756469723124,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472817792467000","repostId":"2563043951","repostType":2,"repost":{"id":"2563043951","kind":"live","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1756509967,"share":"https://ttm.financial/m/news/2563043951?lang=en_US&edition=fundamental","pubTime":"2025-08-30 07:26","market":"us","language":"en","title":"Alibaba’s Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. The Stock Is Rising","url":"https://stock-news.laohu8.com/highlight/detail?id=2563043951","media":"Dow Jones","summary":"Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomera","content":"<html><head></head><body><p>Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomerate’s artificial-intelligence developments are gaining steam.</p><p>Alibaba’s American depositary receipts surged 13% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b1d354d7fc22106dc0878666a0b5b10\" tg-width=\"872\" tg-height=\"829\"/></p><p style=\"text-align: start;\">Alibaba missed consensus revenue estimates for its first quarter of fiscal 2026, reporting $34.6 billion of sales, compared with the $35.2 billion FactSet estimate, for a 2% year-over-year increase. But the company’s net income for the quarter blew past expectations. Alibaba posted net income of $5.9 billion, a 76% year-over-year increase and above the $3.7 billion consensus view. Adjusted earnings came out to $2.06 per share, above consensus of $1.97 but representing a 10% decline from the previous year.</p><p>The drastic year-over-year rise in net income was driven by gains from equity investments and the sale of Turkish e-commerce company Trendyol, according to the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5d935587edabd406a791a38af37484c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The company’s cloud-intelligence business was the fastest-growing segment, contributing $4.7 billion to total revenue for a 26% year-over-year increase. E-commerce, Alibaba’s largest business segment, posted revenue of $12.5 billion, a 10% increase from the previous year.</p><p>Similar to the Magnificent Seven group of megacap tech names, Alibaba is ramping up its capital expenditures for AI development. The company reported investments into its cloud infrastructure of 38.6 billion yuan(equivalent to $5.4 billion) for the quarter. On the earnings call, Alibaba Chief Executive Eddie Wu reaffirmed the company’s three-year commitment to invest $380 billion yuan ($53 billion) to build out its cloud and AI infrastructure.</p><p>Alibaba’s heavy focus on its cloud business shows that the Chinese company is keen to innovate and stay competitive in the global race to develop AI.</p><p>Trade-war tensions and geopolitical and national-security concerns have made the use of Nvidia Corp.’s chips in China contested, and China is working on creating its own AI tech stack independent of the U.S. The Wall Street Journal reported that Alibaba has developed a new chip that it’s now testing and that could be a domestic replacement for Nvidia’s H20.</p><p>Alibaba’s U.S.-listed stock is up 40% year to date but has experienced volatility since trade-war tensions spiked in April.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba’s Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. The Stock Is Rising</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba’s Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. The Stock Is Rising\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-30 07:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomerate’s artificial-intelligence developments are gaining steam.</p><p>Alibaba’s American depositary receipts surged 13% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b1d354d7fc22106dc0878666a0b5b10\" tg-width=\"872\" tg-height=\"829\"/></p><p style=\"text-align: start;\">Alibaba missed consensus revenue estimates for its first quarter of fiscal 2026, reporting $34.6 billion of sales, compared with the $35.2 billion FactSet estimate, for a 2% year-over-year increase. But the company’s net income for the quarter blew past expectations. Alibaba posted net income of $5.9 billion, a 76% year-over-year increase and above the $3.7 billion consensus view. Adjusted earnings came out to $2.06 per share, above consensus of $1.97 but representing a 10% decline from the previous year.</p><p>The drastic year-over-year rise in net income was driven by gains from equity investments and the sale of Turkish e-commerce company Trendyol, according to the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5d935587edabd406a791a38af37484c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The company’s cloud-intelligence business was the fastest-growing segment, contributing $4.7 billion to total revenue for a 26% year-over-year increase. E-commerce, Alibaba’s largest business segment, posted revenue of $12.5 billion, a 10% increase from the previous year.</p><p>Similar to the Magnificent Seven group of megacap tech names, Alibaba is ramping up its capital expenditures for AI development. The company reported investments into its cloud infrastructure of 38.6 billion yuan(equivalent to $5.4 billion) for the quarter. On the earnings call, Alibaba Chief Executive Eddie Wu reaffirmed the company’s three-year commitment to invest $380 billion yuan ($53 billion) to build out its cloud and AI infrastructure.</p><p>Alibaba’s heavy focus on its cloud business shows that the Chinese company is keen to innovate and stay competitive in the global race to develop AI.</p><p>Trade-war tensions and geopolitical and national-security concerns have made the use of Nvidia Corp.’s chips in China contested, and China is working on creating its own AI tech stack independent of the U.S. The Wall Street Journal reported that Alibaba has developed a new chip that it’s now testing and that could be a domestic replacement for Nvidia’s H20.</p><p>Alibaba’s U.S.-listed stock is up 40% year to date but has experienced volatility since trade-war tensions spiked in April.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK1517":"云办公","LU0048597586.USD":"富达亚洲焦点A","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1810669033.SGD":"FTIF - Templeton Emerging Markets Dynamic Income A (Mdis) SGD-H1","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","09988":"阿里巴巴-W","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BABA":"阿里巴巴","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC"},"source_url":"https://www.bloomberg.com/news/articles/2025-08-29/alibaba-s-profit-slides-after-china-food-war-slashes-margins?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2563043951","content_text":"Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomerate’s artificial-intelligence developments are gaining steam.Alibaba’s American depositary receipts surged 13% on Friday.Alibaba missed consensus revenue estimates for its first quarter of fiscal 2026, reporting $34.6 billion of sales, compared with the $35.2 billion FactSet estimate, for a 2% year-over-year increase. But the company’s net income for the quarter blew past expectations. Alibaba posted net income of $5.9 billion, a 76% year-over-year increase and above the $3.7 billion consensus view. Adjusted earnings came out to $2.06 per share, above consensus of $1.97 but representing a 10% decline from the previous year.The drastic year-over-year rise in net income was driven by gains from equity investments and the sale of Turkish e-commerce company Trendyol, according to the company.The company’s cloud-intelligence business was the fastest-growing segment, contributing $4.7 billion to total revenue for a 26% year-over-year increase. E-commerce, Alibaba’s largest business segment, posted revenue of $12.5 billion, a 10% increase from the previous year.Similar to the Magnificent Seven group of megacap tech names, Alibaba is ramping up its capital expenditures for AI development. The company reported investments into its cloud infrastructure of 38.6 billion yuan(equivalent to $5.4 billion) for the quarter. On the earnings call, Alibaba Chief Executive Eddie Wu reaffirmed the company’s three-year commitment to invest $380 billion yuan ($53 billion) to build out its cloud and AI infrastructure.Alibaba’s heavy focus on its cloud business shows that the Chinese company is keen to innovate and stay competitive in the global race to develop AI.Trade-war tensions and geopolitical and national-security concerns have made the use of Nvidia Corp.’s chips in China contested, and China is working on creating its own AI tech stack independent of the U.S. The Wall Street Journal reported that Alibaba has developed a new chip that it’s now testing and that could be a domestic replacement for Nvidia’s H20.Alibaba’s U.S.-listed stock is up 40% year to date but has experienced volatility since trade-war tensions spiked in April.","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469196058071704,"gmtCreate":1755587903943,"gmtModify":1755587907550,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/469196058071704","repostId":"2560686661","repostType":2,"repost":{"id":"2560686661","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1755587695,"share":"https://ttm.financial/m/news/2560686661?lang=en_US&edition=fundamental","pubTime":"2025-08-19 15:14","market":"fut","language":"en","title":"Nvidia Working on New AI Chip for China That Outperforms the H20, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2560686661","media":"Reuters","summary":"EXCLUSIVE-Nvidia working on new AI chip for China that outperforms the H20, sources sayPotential new chip based on latest Blackwell architecture, sources sayTrump has said he may allow Nvidia to sell more advanced chips in China But outlook for regulatory approval seen as highly uncertainNvidia hoping to deliver samples as early as next month, sources say By Liam Mo and Fanny Potkin","content":"<html><head></head><body><ul style=\"\"><li><p>Potential new chip based on latest Blackwell architecture, sources say</p></li><li><p>Trump has said he may allow Nvidia to sell more advanced chips in China</p></li><li><p>But outlook for regulatory approval seen as highly uncertain</p></li><li><p>Nvidia hoping to deliver samples as early as next month, sources say</p></li></ul><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the matter said.</p><p>U.S. President Donald Trump last week opened the door to the possibility of more advanced Nvidia chips being sold in China. But the sources noted U.S. regulatory approval is far from guaranteed amid deep-seated fears in Washington about giving China too much access to U.S. artificial intelligence technology.</p><p>The new chip, tentatively known as the B30A, will use a single-die design that is likely to deliver half the raw computing power of the more sophisticated dual-die configuration in Nvidia&#39;s flagship B300 accelerator card, the sources said.</p><p>A single-die design is when all the main parts of an integrated circuit are made on one continuous piece of silicon rather than split across multiple dies.</p><p>The new chip would have high-bandwidth memory and Nvidia&#39;s NVLink technology for fast data transmission between processors, features that are also in the H20 - a chip based on the company&#39;s older Hopper architecture.</p><p>The chip&#39;s specifications are not completely finalised but Nvidia hopes to deliver samples to Chinese clients for testing as early as next month, said the sources who were not authorised to speak to media and declined to be identified.</p><p>Nvidia said in a statement: &#34;We evaluate a variety of products for our roadmap, so that we can be prepared to compete to the extent that governments allow.&#34;</p><p>&#34;Everything we offer is with the full approval of the applicable authorities and designed solely for beneficial commercial use,&#34; it said.</p><p>The U.S. Department of Commerce did not respond to a Reuters request for comment.</p><p>FLASHPOINT</p><p>The extent to which China, which generated 13% of Nvidia&#39;s revenue in the past financial year, can have access to cutting-edge AI chips is one of the biggest flashpoints in U.S.-Sino trade tensions.</p><p>Nvidia only received permission in July to recommence sales of the H20. It was developed specifically for China after export restrictions were put in place in 2023, but company was abruptly ordered to stop sales in April.</p><p>Trump said last week he might allow Nvidia to sell a scaled-down version of its next-generation chip in China after announcing an unprecedented deal that will see Nvidia and rival <a href=\"https://laohu8.com/S/AMD\">AMD</a> give the U.S. government 15% of revenue from sales of some advanced chips in China.</p><p>A new Nvidia chip for China might have &#34;30% to 50% off&#34;, he suggested in an apparent reference to the chip&#39;s computing power, adding that the H20 was &#34;obsolete&#34;.</p><p>U.S. legislators, both Democratic and Republican, have worried that access to even scaled-down versions of flagship AI chips will impede U.S. efforts to maintain its lead in artificial intelligence.</p><p>But Nvidia and others argue that it is important to retain Chinese interest in its chips - which work with Nvidia&#39;s software tools - so that developers do not completely switch over to offerings from rivals like Huawei.</p><p>Huawei has made great strides in chip development, with its latest models said to be on par with Nvidia in some aspects like computing power, though analysts say it lags in key areas such as software ecosystem support and memory bandwidth capabilities.</p><p>Complicating Nvidia&#39;s efforts to retain market share in China, Chinese state media have also in recent weeks alleged that the U.S firm&#39;s chips could pose security risks, and authorities have cautioned Chinese tech firms about purchasing the H20. Nvidia says its chips carry no backdoor risks.</p><p>Nvidia is also preparing to start delivering a separate new China-specific chip based on its Blackwell architecture and designed primarily for AI inference tasks, according to two other people familiar with those plans.</p><p>Reuters reported in May that this chip, currently dubbed the RTX6000D, will sell for less than the H20, reflecting weaker specifications and simpler manufacturing requirements.</p><p>The chip is designed to fall under thresholds set by the U.S. government. It uses conventional GDDR memory and features memory bandwidth of 1,398 gigabytes per second, just below the 1.4 terabyte threshold established by restrictions introduced in April that led to the initial H20 ban.</p><p>Nvidia is set to deliver small batches of RTX6000D to Chinese clients in September, said one of the people.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Working on New AI Chip for China That Outperforms the H20, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Working on New AI Chip for China That Outperforms the H20, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-19 15:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Potential new chip based on latest Blackwell architecture, sources say</p></li><li><p>Trump has said he may allow Nvidia to sell more advanced chips in China</p></li><li><p>But outlook for regulatory approval seen as highly uncertain</p></li><li><p>Nvidia hoping to deliver samples as early as next month, sources say</p></li></ul><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the matter said.</p><p>U.S. President Donald Trump last week opened the door to the possibility of more advanced Nvidia chips being sold in China. But the sources noted U.S. regulatory approval is far from guaranteed amid deep-seated fears in Washington about giving China too much access to U.S. artificial intelligence technology.</p><p>The new chip, tentatively known as the B30A, will use a single-die design that is likely to deliver half the raw computing power of the more sophisticated dual-die configuration in Nvidia&#39;s flagship B300 accelerator card, the sources said.</p><p>A single-die design is when all the main parts of an integrated circuit are made on one continuous piece of silicon rather than split across multiple dies.</p><p>The new chip would have high-bandwidth memory and Nvidia&#39;s NVLink technology for fast data transmission between processors, features that are also in the H20 - a chip based on the company&#39;s older Hopper architecture.</p><p>The chip&#39;s specifications are not completely finalised but Nvidia hopes to deliver samples to Chinese clients for testing as early as next month, said the sources who were not authorised to speak to media and declined to be identified.</p><p>Nvidia said in a statement: &#34;We evaluate a variety of products for our roadmap, so that we can be prepared to compete to the extent that governments allow.&#34;</p><p>&#34;Everything we offer is with the full approval of the applicable authorities and designed solely for beneficial commercial use,&#34; it said.</p><p>The U.S. Department of Commerce did not respond to a Reuters request for comment.</p><p>FLASHPOINT</p><p>The extent to which China, which generated 13% of Nvidia&#39;s revenue in the past financial year, can have access to cutting-edge AI chips is one of the biggest flashpoints in U.S.-Sino trade tensions.</p><p>Nvidia only received permission in July to recommence sales of the H20. It was developed specifically for China after export restrictions were put in place in 2023, but company was abruptly ordered to stop sales in April.</p><p>Trump said last week he might allow Nvidia to sell a scaled-down version of its next-generation chip in China after announcing an unprecedented deal that will see Nvidia and rival <a href=\"https://laohu8.com/S/AMD\">AMD</a> give the U.S. government 15% of revenue from sales of some advanced chips in China.</p><p>A new Nvidia chip for China might have &#34;30% to 50% off&#34;, he suggested in an apparent reference to the chip&#39;s computing power, adding that the H20 was &#34;obsolete&#34;.</p><p>U.S. legislators, both Democratic and Republican, have worried that access to even scaled-down versions of flagship AI chips will impede U.S. efforts to maintain its lead in artificial intelligence.</p><p>But Nvidia and others argue that it is important to retain Chinese interest in its chips - which work with Nvidia&#39;s software tools - so that developers do not completely switch over to offerings from rivals like Huawei.</p><p>Huawei has made great strides in chip development, with its latest models said to be on par with Nvidia in some aspects like computing power, though analysts say it lags in key areas such as software ecosystem support and memory bandwidth capabilities.</p><p>Complicating Nvidia&#39;s efforts to retain market share in China, Chinese state media have also in recent weeks alleged that the U.S firm&#39;s chips could pose security risks, and authorities have cautioned Chinese tech firms about purchasing the H20. Nvidia says its chips carry no backdoor risks.</p><p>Nvidia is also preparing to start delivering a separate new China-specific chip based on its Blackwell architecture and designed primarily for AI inference tasks, according to two other people familiar with those plans.</p><p>Reuters reported in May that this chip, currently dubbed the RTX6000D, will sell for less than the H20, reflecting weaker specifications and simpler manufacturing requirements.</p><p>The chip is designed to fall under thresholds set by the U.S. government. It uses conventional GDDR memory and features memory bandwidth of 1,398 gigabytes per second, just below the 1.4 terabyte threshold established by restrictions introduced in April that led to the initial H20 ban.</p><p>Nvidia is set to deliver small batches of RTX6000D to Chinese clients in September, said one of the people.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250819:nL1N3UA01T:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2560686661","content_text":"Potential new chip based on latest Blackwell architecture, sources sayTrump has said he may allow Nvidia to sell more advanced chips in ChinaBut outlook for regulatory approval seen as highly uncertainNvidia hoping to deliver samples as early as next month, sources sayNVIDIA is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the matter said.U.S. President Donald Trump last week opened the door to the possibility of more advanced Nvidia chips being sold in China. But the sources noted U.S. regulatory approval is far from guaranteed amid deep-seated fears in Washington about giving China too much access to U.S. artificial intelligence technology.The new chip, tentatively known as the B30A, will use a single-die design that is likely to deliver half the raw computing power of the more sophisticated dual-die configuration in Nvidia's flagship B300 accelerator card, the sources said.A single-die design is when all the main parts of an integrated circuit are made on one continuous piece of silicon rather than split across multiple dies.The new chip would have high-bandwidth memory and Nvidia's NVLink technology for fast data transmission between processors, features that are also in the H20 - a chip based on the company's older Hopper architecture.The chip's specifications are not completely finalised but Nvidia hopes to deliver samples to Chinese clients for testing as early as next month, said the sources who were not authorised to speak to media and declined to be identified.Nvidia said in a statement: \"We evaluate a variety of products for our roadmap, so that we can be prepared to compete to the extent that governments allow.\"\"Everything we offer is with the full approval of the applicable authorities and designed solely for beneficial commercial use,\" it said.The U.S. Department of Commerce did not respond to a Reuters request for comment.FLASHPOINTThe extent to which China, which generated 13% of Nvidia's revenue in the past financial year, can have access to cutting-edge AI chips is one of the biggest flashpoints in U.S.-Sino trade tensions.Nvidia only received permission in July to recommence sales of the H20. It was developed specifically for China after export restrictions were put in place in 2023, but company was abruptly ordered to stop sales in April.Trump said last week he might allow Nvidia to sell a scaled-down version of its next-generation chip in China after announcing an unprecedented deal that will see Nvidia and rival AMD give the U.S. government 15% of revenue from sales of some advanced chips in China.A new Nvidia chip for China might have \"30% to 50% off\", he suggested in an apparent reference to the chip's computing power, adding that the H20 was \"obsolete\".U.S. legislators, both Democratic and Republican, have worried that access to even scaled-down versions of flagship AI chips will impede U.S. efforts to maintain its lead in artificial intelligence.But Nvidia and others argue that it is important to retain Chinese interest in its chips - which work with Nvidia's software tools - so that developers do not completely switch over to offerings from rivals like Huawei.Huawei has made great strides in chip development, with its latest models said to be on par with Nvidia in some aspects like computing power, though analysts say it lags in key areas such as software ecosystem support and memory bandwidth capabilities.Complicating Nvidia's efforts to retain market share in China, Chinese state media have also in recent weeks alleged that the U.S firm's chips could pose security risks, and authorities have cautioned Chinese tech firms about purchasing the H20. Nvidia says its chips carry no backdoor risks.Nvidia is also preparing to start delivering a separate new China-specific chip based on its Blackwell architecture and designed primarily for AI inference tasks, according to two other people familiar with those plans.Reuters reported in May that this chip, currently dubbed the RTX6000D, will sell for less than the H20, reflecting weaker specifications and simpler manufacturing requirements.The chip is designed to fall under thresholds set by the U.S. government. It uses conventional GDDR memory and features memory bandwidth of 1,398 gigabytes per second, just below the 1.4 terabyte threshold established by restrictions introduced in April that led to the initial H20 ban.Nvidia is set to deliver small batches of RTX6000D to Chinese clients in September, said one of the people.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467905612685824,"gmtCreate":1755272426817,"gmtModify":1755272430347,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467905612685824","repostId":"465429871108712","repostType":1,"repost":{"id":465429871108712,"gmtCreate":1754634839859,"gmtModify":1754642402667,"author":{"id":"3527667671414981","authorId":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667671414981","idStr":"3527667671414981"},"themes":[],"title":"@Pilates: From Business Owner to Options Queen — How She Found Her Second Wind","htmlText":"Meet <a href=\"https://ttm.financial/U/4094752757272870\">@Pilates</a> — a star contributor in the Tiger Community. Pilates — a self-taught trader and former small business owner who transformed a personal interest into a consistent track record of success in the world of options trading. Her journey began with a rocky start, investing on her father’s recommendation, which unfortunately didn’t go as planned. But setbacks didn’t stop her.With encouragement and support from friends, she re-entered the market, this time discovering her true passion in trading options. What started as a hobby quickly evolved into a serious pursuit.Want to know her real-time trading? <a href=\"https://www.laohu8.com/J/starInvestor?uuid=4094752757272870\" target=\"_blank\">Click to view her trading information, and su</a>","listText":"Meet <a href=\"https://ttm.financial/U/4094752757272870\">@Pilates</a> — a star contributor in the Tiger Community. Pilates — a self-taught trader and former small business owner who transformed a personal interest into a consistent track record of success in the world of options trading. Her journey began with a rocky start, investing on her father’s recommendation, which unfortunately didn’t go as planned. But setbacks didn’t stop her.With encouragement and support from friends, she re-entered the market, this time discovering her true passion in trading options. What started as a hobby quickly evolved into a serious pursuit.Want to know her real-time trading? <a href=\"https://www.laohu8.com/J/starInvestor?uuid=4094752757272870\" target=\"_blank\">Click to view her trading information, and su</a>","text":"Meet @Pilates — a star contributor in the Tiger Community. Pilates — a self-taught trader and former small business owner who transformed a personal interest into a consistent track record of success in the world of options trading. Her journey began with a rocky start, investing on her father’s recommendation, which unfortunately didn’t go as planned. But setbacks didn’t stop her.With encouragement and support from friends, she re-entered the market, this time discovering her true passion in trading options. What started as a hobby quickly evolved into a serious pursuit.Want to know her real-time trading? Click to view her trading information, and su","images":[{"img":"https://community-static.tradeup.com/news/97bd935cbd1145900d5627796001dbdc"},{"img":"https://community-static.tradeup.com/news/1c12ed3fe2302ab7c17fa439d6720e29"},{"img":"https://community-static.tradeup.com/news/8bb30c6f9520a576030b6092417f14ba"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465429871108712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":468029690421584,"gmtCreate":1755264465471,"gmtModify":1755267994581,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Interest Rate, unemployment rate, CPI and GDP.","listText":"Interest Rate, unemployment rate, CPI and GDP.","text":"Interest Rate, unemployment rate, CPI and GDP.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/468029690421584","repostId":"1167763427","repostType":2,"repost":{"id":"1167763427","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1755256596,"share":"https://ttm.financial/m/news/1167763427?lang=en_US&edition=fundamental","pubTime":"2025-08-15 19:16","market":"us","language":"en","title":"US Fed to Cut Rates in September and Once More This Year, Say Most Economists: Reuters Poll","url":"https://stock-news.laohu8.com/highlight/detail?id=1167763427","media":"Reuters","summary":"BENGALURU, Aug 15 (Reuters) - A Federal Reserve interest rate cut in September, the first this year, followed perhaps by another before year-end remains the base forecast for most economists polled...","content":"<html><head></head><body><p>BENGALURU, Aug 15 (Reuters) - A Federal Reserve interest rate cut in September, the first this year, followed perhaps by another before year-end remains the base forecast for most economists polled by Reuters amid rising concerns about the health of the world&#39;s biggest economy.</p><p>U.S. inflation is rising again, with more upward pressure expected from President Donald Trump&#39;s tariffs, and there have been big downward revisions to hiring figures over recent months that suggest the job market is weakening.</p><p style=\"text-align: start;\">Trump has berated Fed Chair Jerome Powell over his reluctance to cut rates. And at the July meeting there was clear divergence from the steady rates position among a minority of Federal Open Market Committee members.</p><p>Alongside simmering doubts over the Fed&#39;s independence from political interference and declining reliability of economic data, it has become more difficult for economists to make predictions with great conviction.</p><p>August is not typically a month for big forecast changes either. Many are waiting for the next round of inflation and jobs data, as well as a speech from Powell, his last at the Fed&#39;s annual Jackson Hole conference held this month as his term as Fed chief ends in May.</p><p>Economists are broadly sticking to a more cautious outlook than interest rate futures traders, whose pricing suggests a near-certainty of a September cut and strong likelihood of another, and the possibility of a third by year-end.</p><p>A 61% majority, 67 of 110, predicted the Fed would lower its benchmark interest rate by 25 basis points to 4.00%-4.25% on September 17 for the first time this year, up from 53% in July&#39;s survey. One forecast a 50 basis point move.</p><p>The remaining 42 said the Fed would hold rates again.</p><p>&#34;We think that market participants are excessively confident in a September cut, as they are misinterpreting both the FOMC&#39;s assessment of labor market conditions and its reaction function,&#34; wrote economists at Barclays in a note.</p><p>&#34;In our view, the main question is not so much about whether the Fed needs to ease policy to lean against job declines, but whether the situation warrants cuts on the grounds that the balance of risks has shifted away from inflation and toward the full employment mandate.&#34;</p><p>Over 60% of respondents, 68 of 110, predicted there would be either one or two rate cuts this year, broadly unchanged from last month. But there was no consensus on where the federal funds rate would be at end-2025.</p><p>A near-80% majority of economists who answered an extra question, fewer than the usual sample, said the inflation impact from tariffs would be temporary.</p><p>A 68% majority also expected no serious erosion of the Fed&#39;s independence during the remainder of Powell&#39;s term.</p><p>Inflation forecasts were broadly unchanged from last month, averaging above the Fed&#39;s 2% target through at least 2027.</p><p>The unemployment rate was expected to be around the current 4.2% or slightly above over the next few years, suggesting economists have not yet fully responded to the recent sharp downward revisions to hiring and may do so in the next poll if August jobs data are also weak.</p><p>&#34;We come down on the side of thinking the Fed would prefer to retain optionality,&#34; said Michael Gapen, chief U.S. economist at Morgan Stanley.</p><p>&#34;This would leave room for a soft August employment report to open the door for cuts, or a reasonably strong employment report plus another round of firming in CPI inflation to keep the Fed on hold.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Fed to Cut Rates in September and Once More This Year, Say Most Economists: Reuters Poll</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Fed to Cut Rates in September and Once More This Year, Say Most Economists: Reuters Poll\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-15 19:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BENGALURU, Aug 15 (Reuters) - A Federal Reserve interest rate cut in September, the first this year, followed perhaps by another before year-end remains the base forecast for most economists polled by Reuters amid rising concerns about the health of the world&#39;s biggest economy.</p><p>U.S. inflation is rising again, with more upward pressure expected from President Donald Trump&#39;s tariffs, and there have been big downward revisions to hiring figures over recent months that suggest the job market is weakening.</p><p style=\"text-align: start;\">Trump has berated Fed Chair Jerome Powell over his reluctance to cut rates. And at the July meeting there was clear divergence from the steady rates position among a minority of Federal Open Market Committee members.</p><p>Alongside simmering doubts over the Fed&#39;s independence from political interference and declining reliability of economic data, it has become more difficult for economists to make predictions with great conviction.</p><p>August is not typically a month for big forecast changes either. Many are waiting for the next round of inflation and jobs data, as well as a speech from Powell, his last at the Fed&#39;s annual Jackson Hole conference held this month as his term as Fed chief ends in May.</p><p>Economists are broadly sticking to a more cautious outlook than interest rate futures traders, whose pricing suggests a near-certainty of a September cut and strong likelihood of another, and the possibility of a third by year-end.</p><p>A 61% majority, 67 of 110, predicted the Fed would lower its benchmark interest rate by 25 basis points to 4.00%-4.25% on September 17 for the first time this year, up from 53% in July&#39;s survey. One forecast a 50 basis point move.</p><p>The remaining 42 said the Fed would hold rates again.</p><p>&#34;We think that market participants are excessively confident in a September cut, as they are misinterpreting both the FOMC&#39;s assessment of labor market conditions and its reaction function,&#34; wrote economists at Barclays in a note.</p><p>&#34;In our view, the main question is not so much about whether the Fed needs to ease policy to lean against job declines, but whether the situation warrants cuts on the grounds that the balance of risks has shifted away from inflation and toward the full employment mandate.&#34;</p><p>Over 60% of respondents, 68 of 110, predicted there would be either one or two rate cuts this year, broadly unchanged from last month. But there was no consensus on where the federal funds rate would be at end-2025.</p><p>A near-80% majority of economists who answered an extra question, fewer than the usual sample, said the inflation impact from tariffs would be temporary.</p><p>A 68% majority also expected no serious erosion of the Fed&#39;s independence during the remainder of Powell&#39;s term.</p><p>Inflation forecasts were broadly unchanged from last month, averaging above the Fed&#39;s 2% target through at least 2027.</p><p>The unemployment rate was expected to be around the current 4.2% or slightly above over the next few years, suggesting economists have not yet fully responded to the recent sharp downward revisions to hiring and may do so in the next poll if August jobs data are also weak.</p><p>&#34;We come down on the side of thinking the Fed would prefer to retain optionality,&#34; said Michael Gapen, chief U.S. economist at Morgan Stanley.</p><p>&#34;This would leave room for a soft August employment report to open the door for cuts, or a reasonably strong employment report plus another round of firming in CPI inflation to keep the Fed on hold.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167763427","content_text":"BENGALURU, Aug 15 (Reuters) - A Federal Reserve interest rate cut in September, the first this year, followed perhaps by another before year-end remains the base forecast for most economists polled by Reuters amid rising concerns about the health of the world's biggest economy.U.S. inflation is rising again, with more upward pressure expected from President Donald Trump's tariffs, and there have been big downward revisions to hiring figures over recent months that suggest the job market is weakening.Trump has berated Fed Chair Jerome Powell over his reluctance to cut rates. And at the July meeting there was clear divergence from the steady rates position among a minority of Federal Open Market Committee members.Alongside simmering doubts over the Fed's independence from political interference and declining reliability of economic data, it has become more difficult for economists to make predictions with great conviction.August is not typically a month for big forecast changes either. Many are waiting for the next round of inflation and jobs data, as well as a speech from Powell, his last at the Fed's annual Jackson Hole conference held this month as his term as Fed chief ends in May.Economists are broadly sticking to a more cautious outlook than interest rate futures traders, whose pricing suggests a near-certainty of a September cut and strong likelihood of another, and the possibility of a third by year-end.A 61% majority, 67 of 110, predicted the Fed would lower its benchmark interest rate by 25 basis points to 4.00%-4.25% on September 17 for the first time this year, up from 53% in July's survey. One forecast a 50 basis point move.The remaining 42 said the Fed would hold rates again.\"We think that market participants are excessively confident in a September cut, as they are misinterpreting both the FOMC's assessment of labor market conditions and its reaction function,\" wrote economists at Barclays in a note.\"In our view, the main question is not so much about whether the Fed needs to ease policy to lean against job declines, but whether the situation warrants cuts on the grounds that the balance of risks has shifted away from inflation and toward the full employment mandate.\"Over 60% of respondents, 68 of 110, predicted there would be either one or two rate cuts this year, broadly unchanged from last month. But there was no consensus on where the federal funds rate would be at end-2025.A near-80% majority of economists who answered an extra question, fewer than the usual sample, said the inflation impact from tariffs would be temporary.A 68% majority also expected no serious erosion of the Fed's independence during the remainder of Powell's term.Inflation forecasts were broadly unchanged from last month, averaging above the Fed's 2% target through at least 2027.The unemployment rate was expected to be around the current 4.2% or slightly above over the next few years, suggesting economists have not yet fully responded to the recent sharp downward revisions to hiring and may do so in the next poll if August jobs data are also weak.\"We come down on the side of thinking the Fed would prefer to retain optionality,\" said Michael Gapen, chief U.S. economist at Morgan Stanley.\"This would leave room for a soft August employment report to open the door for cuts, or a reasonably strong employment report plus another round of firming in CPI inflation to keep the Fed on hold.\"","news_type":1,"symbols_score_info":{".SPX":1.1,".IXIC":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467195703931768,"gmtCreate":1755099111938,"gmtModify":1755099114309,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467195703931768","repostId":"1184188413","repostType":2,"repost":{"id":"1184188413","kind":"news","pubTimestamp":1752623225,"share":"https://ttm.financial/m/news/1184188413?lang=en_US&edition=fundamental","pubTime":"2025-07-16 07:47","market":"hk","language":"en","title":"Hong Kong Stock Concept Watch: Unitree Robotics CEO Wang Xingxing Predicts Accelerated Humanoid Robot Deployment Within 3-5 Years; Key Companies to Monitor (With Related Stocks)","url":"https://stock-news.laohu8.com/highlight/detail?id=1184188413","media":"Stock Track","summary":"The humanoid robotics sector is gaining renewed momentum amid multiple catalysts. At a July 15 press conference hosted by China's State Council Information Office, Wang Xingxing, Founder and CEO of...","content":"<p>The humanoid robotics sector is gaining renewed momentum amid multiple catalysts. At a July 15 press conference hosted by China's State Council Information Office, Wang Xingxing, Founder and CEO of Hangzhou Unitree Robotics, emphasized that while humanoid robots remain in their early developmental phase, their commercial adoption will dramatically accelerate over the next three to five years. Applications across industrial settings, service environments, and hazardous operations are poised for rapid implementation.</p>\n<p>Capital markets have responded fervently to recent breakthroughs. On July 8, Shang Wei New Materials announced that embodied intelligence leader Zhiyuan Robotics plans to acquire controlling interest through a shareholding platform via negotiated share transfers and voluntary tender offers. Though Zhiyuan clarified this transaction doesn’t constitute a backdoor listing and operations will continue unchanged, this strategic move represents a watershed moment for humanoid robotics in financial markets. Following the disclosure, Shang Wei New Materials’ stock surged with four consecutive 20% limit-up gains.</p>\n<p>Another major catalyst emerged when Zhiyuan Robotics and Unitree secured China Mobile’s landmark 124.05 million yuan (tax-inclusive) contract for humanoid bipedal robot manufacturing services—the sector’s largest domestic procurement order to date. This signals the industry’s transition from technical validation to commercial scaling. The project comprises two packages: Package 1 (78 million yuan) awarded to Zhiyuan for full-size humanoid robots, and Package 2 (46.05 million yuan) granted to Unitree for compact humanoid robots, computing backpacks, and five-fingered dexterous hands.</p>\n<p>Simultaneously, Tesla CEO Elon Musk teased an \"epically mind-blowing\" year-end demonstration on platform X, fueling speculation about Optimus Gen 3 developments. Musk confirmed Optimus versions 2.5 and 3 will achieve human-level agility. In parallel, his brain-computer interface venture Neuralink achieved critical progress last month—implanted chips can now fully control Optimus robots while accessing all sensor data.</p>\n<p>Market projections underscore explosive growth potential. GGII estimates the global humanoid robot market will reach $1 billion in 2024 with 11,900 units shipped, ballooning to $15.1 billion and 680,000 units annually by 2030. Wanlian Securities notes commercialization dawns as cost reduction becomes pivotal; long-term success hinges on overcoming pricing barriers. Investors should prioritize companies mastering core component technologies for mass production and domestic suppliers positioned for industry expansion.</p>\n<p>Cinda Securities highlights lightweighting as the next evolutionary frontier. Rising demands for extended battery life and motion responsiveness are accelerating adoption of weight-reduction technologies. Optimus Gen 2 demonstrated a 30% gait speed improvement after shedding 10kg, validating lightweighting’s performance benefits. The firm recommends two material categories: 1) cost-efficient magnesium alloys and 2) engineering plastics like PEEK with superior weight advantages.</p>\n<p>Key concept stocks analysis:\n• UBTECH (09880): Its 172cm TianGong research/education humanoid robot, launched in March with Beijing Humanoid Robot Innovation Center, has secured over 100 orders. Beyond industrial models Walker S1/S2 and commercial Walker C, the company expects over 300 education-sector deliveries this year alone. Production lines are expanding to meet soaring global demand.\n• Horizon Robotics-W (09660): Daiwa forecasts 57.5% sales CAGR from 2025-2027 with profitability by 2028, initiating coverage at \"Buy\" and a HK$7.45 target. Leveraging unique hardware-software integration, its ADAS chip solutions should capture 54% of China’s EV market by 2027 through mass-market penetration.\n• Tsugami China (01651): As ball screws form the core of humanoid robots’ linear actuators, its precision CNC machinery portfolio covers five categories including automatic lathes, turret lathes, and machining centers.\n• GAC Group (02238): Robotics lead Zhang Aimin outlined a clear roadmap: self-developed components will launch globally in 2025 alongside GoMate robot pilot applications; small-batch production exceeding 30 million yuan output in 2026; and mass production scaling in 2027.\n• RoboSense (02498): With comprehensive capabilities spanning perception, actuation, computing, and ecosystem collaboration, it partners with 20+ global humanoid robotics firms including Unitree and Shanghai Humanoid.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stock Concept Watch: Unitree Robotics CEO Wang Xingxing Predicts Accelerated Humanoid Robot Deployment Within 3-5 Years; Key Companies to Monitor (With Related Stocks)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Stock Concept Watch: Unitree Robotics CEO Wang Xingxing Predicts Accelerated Humanoid Robot Deployment Within 3-5 Years; Key Companies to Monitor (With Related Stocks)\n</h2>\n\n<h4 class=\"meta\">\n\n2025-07-16 07:47 北京时间&nbsp;&nbsp;&nbsp;<strong>Stock Track</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The humanoid robotics sector is gaining renewed momentum amid multiple catalysts. At a July 15 press conference hosted by China's State Council Information Office, Wang Xingxing, Founder and CEO of ...</p>\n\n<a href=\"\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184188413","content_text":"The humanoid robotics sector is gaining renewed momentum amid multiple catalysts. At a July 15 press conference hosted by China's State Council Information Office, Wang Xingxing, Founder and CEO of Hangzhou Unitree Robotics, emphasized that while humanoid robots remain in their early developmental phase, their commercial adoption will dramatically accelerate over the next three to five years. Applications across industrial settings, service environments, and hazardous operations are poised for rapid implementation.\nCapital markets have responded fervently to recent breakthroughs. On July 8, Shang Wei New Materials announced that embodied intelligence leader Zhiyuan Robotics plans to acquire controlling interest through a shareholding platform via negotiated share transfers and voluntary tender offers. Though Zhiyuan clarified this transaction doesn’t constitute a backdoor listing and operations will continue unchanged, this strategic move represents a watershed moment for humanoid robotics in financial markets. Following the disclosure, Shang Wei New Materials’ stock surged with four consecutive 20% limit-up gains.\nAnother major catalyst emerged when Zhiyuan Robotics and Unitree secured China Mobile’s landmark 124.05 million yuan (tax-inclusive) contract for humanoid bipedal robot manufacturing services—the sector’s largest domestic procurement order to date. This signals the industry’s transition from technical validation to commercial scaling. The project comprises two packages: Package 1 (78 million yuan) awarded to Zhiyuan for full-size humanoid robots, and Package 2 (46.05 million yuan) granted to Unitree for compact humanoid robots, computing backpacks, and five-fingered dexterous hands.\nSimultaneously, Tesla CEO Elon Musk teased an \"epically mind-blowing\" year-end demonstration on platform X, fueling speculation about Optimus Gen 3 developments. Musk confirmed Optimus versions 2.5 and 3 will achieve human-level agility. In parallel, his brain-computer interface venture Neuralink achieved critical progress last month—implanted chips can now fully control Optimus robots while accessing all sensor data.\nMarket projections underscore explosive growth potential. GGII estimates the global humanoid robot market will reach $1 billion in 2024 with 11,900 units shipped, ballooning to $15.1 billion and 680,000 units annually by 2030. Wanlian Securities notes commercialization dawns as cost reduction becomes pivotal; long-term success hinges on overcoming pricing barriers. Investors should prioritize companies mastering core component technologies for mass production and domestic suppliers positioned for industry expansion.\nCinda Securities highlights lightweighting as the next evolutionary frontier. Rising demands for extended battery life and motion responsiveness are accelerating adoption of weight-reduction technologies. Optimus Gen 2 demonstrated a 30% gait speed improvement after shedding 10kg, validating lightweighting’s performance benefits. The firm recommends two material categories: 1) cost-efficient magnesium alloys and 2) engineering plastics like PEEK with superior weight advantages.\nKey concept stocks analysis:\n• UBTECH (09880): Its 172cm TianGong research/education humanoid robot, launched in March with Beijing Humanoid Robot Innovation Center, has secured over 100 orders. Beyond industrial models Walker S1/S2 and commercial Walker C, the company expects over 300 education-sector deliveries this year alone. Production lines are expanding to meet soaring global demand.\n• Horizon Robotics-W (09660): Daiwa forecasts 57.5% sales CAGR from 2025-2027 with profitability by 2028, initiating coverage at \"Buy\" and a HK$7.45 target. Leveraging unique hardware-software integration, its ADAS chip solutions should capture 54% of China’s EV market by 2027 through mass-market penetration.\n• Tsugami China (01651): As ball screws form the core of humanoid robots’ linear actuators, its precision CNC machinery portfolio covers five categories including automatic lathes, turret lathes, and machining centers.\n• GAC Group (02238): Robotics lead Zhang Aimin outlined a clear roadmap: self-developed components will launch globally in 2025 alongside GoMate robot pilot applications; small-batch production exceeding 30 million yuan output in 2026; and mass production scaling in 2027.\n• RoboSense (02498): With comprehensive capabilities spanning perception, actuation, computing, and ecosystem collaboration, it partners with 20+ global humanoid robotics firms including Unitree and Shanghai Humanoid.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467194045296664,"gmtCreate":1755099028834,"gmtModify":1755099032462,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467194045296664","repostId":"2552473462","repostType":2,"repost":{"id":"2552473462","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1752838627,"share":"https://ttm.financial/m/news/2552473462?lang=en_US&edition=fundamental","pubTime":"2025-07-18 19:37","market":"nz","language":"en","title":"China's Unitree Robotics starts IPO process","url":"https://stock-news.laohu8.com/highlight/detail?id=2552473462","media":"Reuters","summary":"UPDATE 1-China's Unitree Robotics starts IPO processAdds context in paragraphs 3-5","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>UPDATE 1-China's Unitree Robotics starts IPO process</title></head><body><p>Adds context in paragraphs 3-5</p><p>\n<span>BEIJING, July 18 (Reuters)</span><span> - </span>Chinese startup Unitree Robotics has begun the so-called \"tutoring\" process for a potential initial public offering, a filing with the securities regulator showed on Friday.</p><p>     CITIC Securities is acting as the company's tutoring institution and is scheduled to assist Unitree in preparing the listing application documents in accordance with relevant regulations in the fourth quarter of this year.</p><p>Hangzhou-based Unitree's movement towards a listing will look to tap investor interest in humanoid robots, a frontier industry that China is well positioned to lead, thanks in part to its diverse and largely self-sufficient manufacturing supply chains, as well as an abundance of local government subsidies and favourable policies.</p><p>While Chinese humanoid robots such as Unitree's G1 are still only being trialled on factory floors and other settings, the industry is investing heavily in the <span>artificial intelligence</span> necessary to empower these robots with a \"brain\" that can make them more economically productive.</p><p>Unitree has won at least 90 Chinese government and university contracts for a total of 39 million yuan ($5.43 million) in the past five years, with over half of that revenue coming in the past year, according to a Reuters review of tenders.</p><p>($1 = 7.1776 Chinese yuan renminbi)</p><p> (Reporting by Beijing newsroomEditing by David Goodman, Kirsten Donovan)</p><p> ((qiaoyi.li@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's Unitree Robotics starts IPO process</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's Unitree Robotics starts IPO process\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-07-18 19:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>UPDATE 1-China's Unitree Robotics starts IPO process</title></head><body><p>Adds context in paragraphs 3-5</p><p>\n<span>BEIJING, July 18 (Reuters)</span><span> - </span>Chinese startup Unitree Robotics has begun the so-called \"tutoring\" process for a potential initial public offering, a filing with the securities regulator showed on Friday.</p><p>     CITIC Securities is acting as the company's tutoring institution and is scheduled to assist Unitree in preparing the listing application documents in accordance with relevant regulations in the fourth quarter of this year.</p><p>Hangzhou-based Unitree's movement towards a listing will look to tap investor interest in humanoid robots, a frontier industry that China is well positioned to lead, thanks in part to its diverse and largely self-sufficient manufacturing supply chains, as well as an abundance of local government subsidies and favourable policies.</p><p>While Chinese humanoid robots such as Unitree's G1 are still only being trialled on factory floors and other settings, the industry is investing heavily in the <span>artificial intelligence</span> necessary to empower these robots with a \"brain\" that can make them more economically productive.</p><p>Unitree has won at least 90 Chinese government and university contracts for a total of 39 million yuan ($5.43 million) in the past five years, with over half of that revenue coming in the past year, according to a Reuters review of tenders.</p><p>($1 = 7.1776 Chinese yuan renminbi)</p><p> (Reporting by Beijing newsroomEditing by David Goodman, Kirsten Donovan)</p><p> ((qiaoyi.li@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600030":"中信证券","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU2289578879.USD":"ALLIANZ CHINA A OPPORTUNITIES \"AT\" (USD) ACC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU1997245177.USD":"安联神洲A股基金","BK0196":"行业龙头","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","BK0183":"MSCI概念","BK0188":"融资融券","BK0012":"证金概念","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","BK0028":"国家队","BK0276":"资本市场"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250718:nL1N3TF0CJ:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2552473462","content_text":"UPDATE 1-China's Unitree Robotics starts IPO processAdds context in paragraphs 3-5\nBEIJING, July 18 (Reuters) - Chinese startup Unitree Robotics has begun the so-called \"tutoring\" process for a potential initial public offering, a filing with the securities regulator showed on Friday.     CITIC Securities is acting as the company's tutoring institution and is scheduled to assist Unitree in preparing the listing application documents in accordance with relevant regulations in the fourth quarter of this year.Hangzhou-based Unitree's movement towards a listing will look to tap investor interest in humanoid robots, a frontier industry that China is well positioned to lead, thanks in part to its diverse and largely self-sufficient manufacturing supply chains, as well as an abundance of local government subsidies and favourable policies.While Chinese humanoid robots such as Unitree's G1 are still only being trialled on factory floors and other settings, the industry is investing heavily in the artificial intelligence necessary to empower these robots with a \"brain\" that can make them more economically productive.Unitree has won at least 90 Chinese government and university contracts for a total of 39 million yuan ($5.43 million) in the past five years, with over half of that revenue coming in the past year, according to a Reuters review of tenders.($1 = 7.1776 Chinese yuan renminbi) (Reporting by Beijing newsroomEditing by David Goodman, Kirsten Donovan) ((qiaoyi.li@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"600030":0.9}},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465316596576544,"gmtCreate":1754627572221,"gmtModify":1754627576164,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465316596576544","repostId":"2557648353","repostType":2,"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464847274951312,"gmtCreate":1754513427679,"gmtModify":1754513429900,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464847274951312","repostId":"2556784813","repostType":2,"repost":{"id":"2556784813","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1754066760,"share":"https://ttm.financial/m/news/2556784813?lang=en_US&edition=fundamental","pubTime":"2025-08-02 00:46","market":"sh","language":"en","title":"Worried About an AI Bubble? Watch This Indicator. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2556784813","media":"Dow Jones","summary":"Humans are storytellers at heart. From recognizing patterns to imparting morality, telling tales proved to be an evolutionary advantage, and spinning yarns around a campfire is as old as language itself.Unfortunately, stories can also get us into trouble when it comes to the stock market. \"Every bubble in modern market history has been based on a narrative, whether it be the internet or real estate,\" writes Sevens Report President Tom Essaye. Today of course, the theme is artificial intelligence. So the question is whether investors are correctly judging its transformative power across sectors -- or expectations are getting too far ahead of reality.Essaye thinks there are a few ways to get an idea. Although hindsight is 20/20, there were clues before previous bubbles popped, like the rising mortgage delinquencies of 2006 and 2007, and the frenzied retail trader volumes heading into 2000. That leads him to believe that the canaries in the coal mines for AI is likely chip makers.Of cours","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Teresa Rivas \n</p>\n<p>\n  Humans are storytellers at heart. From recognizing patterns to imparting morality, telling tales proved to be an evolutionary advantage, and spinning yarns around a campfire is as old as language itself. \n</p>\n<p>\n     Unfortunately, stories can also get us into trouble when it comes to the stock market. \"Every bubble in modern market history has been based on a narrative, whether it be the internet or real estate,\" writes Sevens Report President Tom Essaye. Today of course, the theme is artificial intelligence. So the question is whether investors are correctly judging its transformative power across sectors -- or expectations are getting too far ahead of reality. \n</p>\n<p>\n     Essaye thinks there are a few ways to get an idea. Although hindsight is 20/20, there were clues before previous bubbles popped, like the rising mortgage delinquencies of 2006 and 2007, and the frenzied retail trader volumes heading into 2000. That leads him to believe that the canaries in the coal mines for AI is likely chip makers. \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is already broadly seen as a proxy for the AI industry, so \"if we were to look to Nvidia shares alone as our preferred proxy for the health of the AI trade, then the dream is alive and well and stocks should be set to continue higher as the stock just hit another all-time high yesterday,\" he writes. \n</p>\n<p>\n     However a single stock, no matter how dominant in its industry, is a poor sample size. However looking at an index like the PHLX Semiconductor Index, or SOX, which tracks Nvidia, and other major players such as <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, and <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a>, presents a much less sunny picture, as it hasn't hit a new high since July 2024, even as the S&amp;P 500 has risen by a double-digit percentage since on multiple record closes. \n</p>\n<p>\n     \"That divergence in index performance is meaningful, and if we see the SOX roll over in the weeks or months ahead and start selling off materially, the S&amp;P 500 will almost certainly not be far behind,\" Essaye warns. \n</p>\n<p>\n     That said, he emphasizes that this isn't definitive proof that the rally is over. Nonetheless, if chips in general are an accurate leading indicator, \"then there is a significant sense of complacency in equity markets right now with risks of a downturn both underappreciated, and more importantly, underpriced in these early stages of the second half.\" \n</p>\n<p>\n     Plenty of analysts have argued that we're far from bubble territory, as strong fundamentals underpin high valuations. However, other strategists have also pointed to softness among semiconductors recently, and that in a market that might muddle through more than anything else through the end of the year, taking some profits or getting a little more defensive isn't the worst idea. \n</p>\n<p>\n     Of course investors have so far been rewarded for letting their bets ride, despite volatility. If nothing else, they'll likely have an interesting story to tell. \n</p>\n<p>\n     Write to Teresa Rivas at teresa.rivas@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 01, 2025 12:46 ET (16:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Worried About an AI Bubble? Watch This Indicator. -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWorried About an AI Bubble? Watch This Indicator. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-02 00:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Teresa Rivas \n</p>\n<p>\n  Humans are storytellers at heart. From recognizing patterns to imparting morality, telling tales proved to be an evolutionary advantage, and spinning yarns around a campfire is as old as language itself. \n</p>\n<p>\n     Unfortunately, stories can also get us into trouble when it comes to the stock market. \"Every bubble in modern market history has been based on a narrative, whether it be the internet or real estate,\" writes Sevens Report President Tom Essaye. Today of course, the theme is artificial intelligence. So the question is whether investors are correctly judging its transformative power across sectors -- or expectations are getting too far ahead of reality. \n</p>\n<p>\n     Essaye thinks there are a few ways to get an idea. Although hindsight is 20/20, there were clues before previous bubbles popped, like the rising mortgage delinquencies of 2006 and 2007, and the frenzied retail trader volumes heading into 2000. That leads him to believe that the canaries in the coal mines for AI is likely chip makers. \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is already broadly seen as a proxy for the AI industry, so \"if we were to look to Nvidia shares alone as our preferred proxy for the health of the AI trade, then the dream is alive and well and stocks should be set to continue higher as the stock just hit another all-time high yesterday,\" he writes. \n</p>\n<p>\n     However a single stock, no matter how dominant in its industry, is a poor sample size. However looking at an index like the PHLX Semiconductor Index, or SOX, which tracks Nvidia, and other major players such as <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, and <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a>, presents a much less sunny picture, as it hasn't hit a new high since July 2024, even as the S&amp;P 500 has risen by a double-digit percentage since on multiple record closes. \n</p>\n<p>\n     \"That divergence in index performance is meaningful, and if we see the SOX roll over in the weeks or months ahead and start selling off materially, the S&amp;P 500 will almost certainly not be far behind,\" Essaye warns. \n</p>\n<p>\n     That said, he emphasizes that this isn't definitive proof that the rally is over. Nonetheless, if chips in general are an accurate leading indicator, \"then there is a significant sense of complacency in equity markets right now with risks of a downturn both underappreciated, and more importantly, underpriced in these early stages of the second half.\" \n</p>\n<p>\n     Plenty of analysts have argued that we're far from bubble territory, as strong fundamentals underpin high valuations. However, other strategists have also pointed to softness among semiconductors recently, and that in a market that might muddle through more than anything else through the end of the year, taking some profits or getting a little more defensive isn't the worst idea. \n</p>\n<p>\n     Of course investors have so far been rewarded for letting their bets ride, despite volatility. If nothing else, they'll likely have an interesting story to tell. \n</p>\n<p>\n     Write to Teresa Rivas at teresa.rivas@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 01, 2025 12:46 ET (16:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","NVD":"2倍做空NVDA ETF-GraniteShares","NVDD":"1倍做空NVDA ETF-Direxion","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","2NVD.UK":"2X NVIDIA ETP","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","3NVD.UK":"LS 3X NVIDIA","SNVD.UK":"LS -1X NVIDIA","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","NVD2.UK":"2X NVIDIA ETP","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","NVDS":"1.5倍做空NVDA ETF-Tradr","NVD3.UK":"LS 3X NVIDIA","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","NVDU":"2倍做多NVDA ETF-Direxion","NVDS.UK":"LS -1X NVIDIA","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4581":"高盛持仓","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","NVDA":"英伟达","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","BK4527":"明星科技股","NVIW.SI":"NVDA 3xLongSG261006","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2556784813","content_text":"Teresa Rivas \n\n\n  Humans are storytellers at heart. From recognizing patterns to imparting morality, telling tales proved to be an evolutionary advantage, and spinning yarns around a campfire is as old as language itself. \n\n\n     Unfortunately, stories can also get us into trouble when it comes to the stock market. \"Every bubble in modern market history has been based on a narrative, whether it be the internet or real estate,\" writes Sevens Report President Tom Essaye. Today of course, the theme is artificial intelligence. So the question is whether investors are correctly judging its transformative power across sectors -- or expectations are getting too far ahead of reality. \n\n\n     Essaye thinks there are a few ways to get an idea. Although hindsight is 20/20, there were clues before previous bubbles popped, like the rising mortgage delinquencies of 2006 and 2007, and the frenzied retail trader volumes heading into 2000. That leads him to believe that the canaries in the coal mines for AI is likely chip makers. \n\n\nNvidia is already broadly seen as a proxy for the AI industry, so \"if we were to look to Nvidia shares alone as our preferred proxy for the health of the AI trade, then the dream is alive and well and stocks should be set to continue higher as the stock just hit another all-time high yesterday,\" he writes. \n\n\n     However a single stock, no matter how dominant in its industry, is a poor sample size. However looking at an index like the PHLX Semiconductor Index, or SOX, which tracks Nvidia, and other major players such as Advanced Micro Devices, Qualcomm, Micron Technology, Broadcom, and Marvell Technology, presents a much less sunny picture, as it hasn't hit a new high since July 2024, even as the S&P 500 has risen by a double-digit percentage since on multiple record closes. \n\n\n     \"That divergence in index performance is meaningful, and if we see the SOX roll over in the weeks or months ahead and start selling off materially, the S&P 500 will almost certainly not be far behind,\" Essaye warns. \n\n\n     That said, he emphasizes that this isn't definitive proof that the rally is over. Nonetheless, if chips in general are an accurate leading indicator, \"then there is a significant sense of complacency in equity markets right now with risks of a downturn both underappreciated, and more importantly, underpriced in these early stages of the second half.\" \n\n\n     Plenty of analysts have argued that we're far from bubble territory, as strong fundamentals underpin high valuations. However, other strategists have also pointed to softness among semiconductors recently, and that in a market that might muddle through more than anything else through the end of the year, taking some profits or getting a little more defensive isn't the worst idea. \n\n\n     Of course investors have so far been rewarded for letting their bets ride, despite volatility. If nothing else, they'll likely have an interesting story to tell. \n\n\n     Write to Teresa Rivas at teresa.rivas@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 01, 2025 12:46 ET (16:46 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"SNVD.UK":0.6,"NVIW.SI":0.6,"NVD2.UK":0.6,"NVDU":0.6,"NVDD":0.6,"2NVD.UK":0.6,"NVDS":0.6,"NVD":0.6,"NVDY":0.6,"NVDX":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464612528779432,"gmtCreate":1754439291399,"gmtModify":1754439293513,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464612528779432","repostId":"2557139286","repostType":2,"repost":{"id":"2557139286","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1754400441,"share":"https://ttm.financial/m/news/2557139286?lang=en_US&edition=fundamental","pubTime":"2025-08-05 21:27","market":"us","language":"en","title":"BRIEF-SentinelOne To Acquire Prompt Security To Advance Genai Security And Agent Security Strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=2557139286","media":"Reuters","summary":"BRIEF-SentinelOne To Acquire Prompt Security To Advance Genai Security And Agent Security StrategyAug 5 (Reuters) - SentinelOne Inc S.N:SENTINELONE TO ACQUIRE PROMPT SECURITY TO ADVANCE GENAI SECURITY","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-<a href=\"https://laohu8.com/S/S\">SentinelOne</a> To Acquire Prompt Security To Advance Genai Security And Agent Security <a href=\"https://laohu8.com/S/MSTR\">Strategy</a></title></head><body><p><span>Aug 5 (Reuters)</span><span> - </span>SentinelOne Inc <span>S.N</span>:</p><ul><li><p>SENTINELONE TO ACQUIRE PROMPT SECURITY TO ADVANCE GENAI SECURITY AND AGENT SECURITY STRATEGY</p></li><li><p>SENTINELONE: CO TO ACQUIRE PROMPT FOR COMBINATION OF CASH &amp; STOCK</p></li></ul><p>Source text: <span>ID:nBw2GTvmHa</span></p><p>Further company coverage: <span>S.N</span></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRIEF-SentinelOne To Acquire Prompt Security To Advance Genai Security And Agent Security Strategy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBRIEF-SentinelOne To Acquire Prompt Security To Advance Genai Security And Agent Security Strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-05 21:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-<a href=\"https://laohu8.com/S/S\">SentinelOne</a> To Acquire Prompt Security To Advance Genai Security And Agent Security <a href=\"https://laohu8.com/S/MSTR\">Strategy</a></title></head><body><p><span>Aug 5 (Reuters)</span><span> - </span>SentinelOne Inc <span>S.N</span>:</p><ul><li><p>SENTINELONE TO ACQUIRE PROMPT SECURITY TO ADVANCE GENAI SECURITY AND AGENT SECURITY STRATEGY</p></li><li><p>SENTINELONE: CO TO ACQUIRE PROMPT FOR COMBINATION OF CASH &amp; STOCK</p></li></ul><p>Source text: <span>ID:nBw2GTvmHa</span></p><p>Further company coverage: <span>S.N</span></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4560":"网络安全概念","S":"SentinelOne, Inc","BK4588":"碎股","BK4539":"次新股","BK4561":"索罗斯持仓","BK4585":"ETF&股票定投概念","BK4097":"系统软件","LU2286300806.USD":"Allianz Cyber Security AT Acc USD"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250805:nFWN3TW1JH:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557139286","content_text":"BRIEF-SentinelOne To Acquire Prompt Security To Advance Genai Security And Agent Security StrategyAug 5 (Reuters) - SentinelOne Inc S.N:SENTINELONE TO ACQUIRE PROMPT SECURITY TO ADVANCE GENAI SECURITY AND AGENT SECURITY STRATEGYSENTINELONE: CO TO ACQUIRE PROMPT FOR COMBINATION OF CASH & STOCKSource text: ID:nBw2GTvmHaFurther company coverage: S.N ((Reuters.Briefs@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"S":0.9}},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464545265664824,"gmtCreate":1754439255509,"gmtModify":1754439259028,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464545265664824","repostId":"2557313454","repostType":2,"repost":{"id":"2557313454","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1754411741,"share":"https://ttm.financial/m/news/2557313454?lang=en_US&edition=fundamental","pubTime":"2025-08-06 00:35","market":"us","language":"en","title":"BRIEF-Meta Announces New WhatsApp Tools To Help People Spot Scams And Stay Safe While Messaging","url":"https://stock-news.laohu8.com/highlight/detail?id=2557313454","media":"Reuters","summary":"BRIEF-Meta Announces New WhatsApp Tools To Help People Spot Scams And Stay Safe While MessagingAug 5  - Meta Platforms Inc META.O:META: ROLLING OUT NEW WHATSAPP TOOLS TO HELP PEOPLE SPOT SCAMS AND STAY SAFE WHILE MESSAGINGMETA: TOOK DOWN OVER 6.8 MILLION WHATSAPP ACCOUNTS LINKED TO CRIMINAL SCAM CENTERS TARGETING PEOPLE ACROSS INTERNET AND AROUND WORLD -WEBSITEFurther company coverage: META.O ","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-Meta Announces New WhatsApp Tools To Help People Spot Scams And Stay Safe While Messaging</title></head><body><p><span>Aug 5 (Reuters)</span><span> - </span><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc <span>META.O</span>:</p><ul><li><p>META: ROLLING OUT NEW WHATSAPP TOOLS TO HELP PEOPLE SPOT SCAMS AND STAY SAFE WHILE MESSAGING</p></li><li><p>META: TOOK DOWN OVER 6.8 MILLION WHATSAPP ACCOUNTS LINKED TO CRIMINAL SCAM CENTERS TARGETING PEOPLE ACROSS INTERNET AND AROUND WORLD -WEBSITE</p></li></ul><p>Further company coverage: <span>META.O</span></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRIEF-Meta Announces New WhatsApp Tools To Help People Spot Scams And Stay Safe While Messaging</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBRIEF-Meta Announces New WhatsApp Tools To Help People Spot Scams And Stay Safe While Messaging\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-06 00:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-Meta Announces New WhatsApp Tools To Help People Spot Scams And Stay Safe While Messaging</title></head><body><p><span>Aug 5 (Reuters)</span><span> - </span><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc <span>META.O</span>:</p><ul><li><p>META: ROLLING OUT NEW WHATSAPP TOOLS TO HELP PEOPLE SPOT SCAMS AND STAY SAFE WHILE MESSAGING</p></li><li><p>META: TOOK DOWN OVER 6.8 MILLION WHATSAPP ACCOUNTS LINKED TO CRIMINAL SCAM CENTERS TARGETING PEOPLE ACROSS INTERNET AND AROUND WORLD -WEBSITE</p></li></ul><p>Further company coverage: <span>META.O</span></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0079474960.USD":"联博美国增长基金A","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","META":"Meta Platforms, Inc.","LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4592":"伊斯兰概念","SG9999001077.SGD":"United International Growth Fund SGD","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","BK4507":"流媒体概念","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999002224.SGD":"Allianz Global High Payout SGD"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250805:nFWN3TX1CL:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557313454","content_text":"BRIEF-Meta Announces New WhatsApp Tools To Help People Spot Scams And Stay Safe While MessagingAug 5 (Reuters) - Meta Platforms Inc META.O:META: ROLLING OUT NEW WHATSAPP TOOLS TO HELP PEOPLE SPOT SCAMS AND STAY SAFE WHILE MESSAGINGMETA: TOOK DOWN OVER 6.8 MILLION WHATSAPP ACCOUNTS LINKED TO CRIMINAL SCAM CENTERS TARGETING PEOPLE ACROSS INTERNET AND AROUND WORLD -WEBSITEFurther company coverage: META.O ((Reuters.Briefs@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"META":0.9}},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463819650994680,"gmtCreate":1754266656288,"gmtModify":1754266658643,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463819650994680","repostId":"1129364986","repostType":2,"repost":{"id":"1129364986","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1754264044,"share":"https://ttm.financial/m/news/1129364986?lang=en_US&edition=fundamental","pubTime":"2025-08-04 07:34","market":"us","language":"en","title":"Trump Will Remake the Fed. Lower Rates Are Just the Start","url":"https://stock-news.laohu8.com/highlight/detail?id=1129364986","media":"Dow Jones","summary":"President Donald Trump wants “one thing” that should be “very simple,” he said during his recent visit to the Federal Reserve in Washington, D.C. He wants interest rates to come down by a lot,...","content":"<html><head></head><body><p>President Donald Trump wants “one thing” that should be “very simple,” he said during his recent visit to the Federal Reserve in Washington, D.C. He wants interest rates to come down by a lot, quickly.</p><p>He will get that, and probably much more, under the next Fed chair. To win Trump’s nomination and the Senate’s confirmation, the candidates in line to replace current Fed Chair Jerome Powell, whose term ends on May 15, 2026, are wrapping their proposals for interest-rate cuts in far-reaching plans for change. The result is likely to be an overhaul on a scale the Fed hasn’t seen in decades.</p><p>Changes on the table include re-examining the central bank’s fundamental mission, changing the way it thinks about inflation and interest rates, cutting staff, and reorganizing or even reducing the number of regional reserve banks.</p><p>Exactly how these changes will affect markets and the economy is difficult to project at this stage, in part because each of the candidates would put their own spin on any plans. But the structural changes coming to the Fed are likely to amplify the economic uncertainty that has marked the second Trump presidency. Economists and investors who have become accustomed to hearing the Fed chair deliver an analysis of the economy every six weeks or so will be in for something different—perhaps radically so.</p><p>Fed Gov. Adriana Kugler’s decision to step down ahead of schedule gives the president an immediate opening on the Fed’s board. With the ear of the president, a supportive Senate, and buoyant markets, the new Fed chair could begin rewiring the institution in just a matter of months. “Rate cuts are the place to begin. They’re not the place to end,” said Kevin Warsh, one of the prominent candidates to replace Powell, in a recent TV interview.</p><p>What needs to happen is nothing less than “regime change” at the Fed, Warsh said.</p><h2 id=\"id_764447762\">A Fed in Flux</h2><p>The case for regime change depends on who is making it, but a broad critique of the Fed has emerged during the Powell era, which began in 2018. The Fed has grown from an institution narrowly focused on setting interest rates to one whose execution of monetary policy now supports fiscal policy and influences the U.S. economy in unintended ways, say opponents of its recent actions. The Fed’s giant asset purchases, most recently executed during the Covid-19 pandemic, have held down bond yields and enabled more government spending, while simultaneously lining Wall Street’s pockets. The central bank believes itself to be unaccountable to the president on monetary policy, even as it has made critical mistakes such as allowing Covid-era inflation to spike.</p><p>Fed officials have become economic sages of a sort, publicly rendering opinions about the course of the economy without committing to any particular economic theory. What the Powell Fed sees as institutional nimbleness and intellectual flexibility, its critics see as poorly disciplined thinking and overreliance on a powerful research staff. The problems have gone so deep that the entire institution needs to be overhauled, they argue.</p><p>Trump said during his July 24 visit to the Fed that he has “two people, maybe three” in mind for the next chair. Warsh, a former Fed governor who works with investor Stanley Druckenmiller, is one. Another is National Economic Council Director Kevin Hassett, an experienced macroeconomist who specializes in taxation and is a close ally of Trump’s. The Senate would probably easily confirm either of them.</p><p>The dark-horse candidates include Treasury Secretary Scott Bessent, who is frequently mentioned but has said he is happy with his current job. Sitting Fed Gov. Christopher Waller has said he supports cutting rates immediately and would take the job if the president offered it. “But he’s not talking to me,” Waller told Bloomberg on July 18.</p><p>Other possible contenders include former World Bank President David Malpass, recently confirmed Fed Vice Chair of Supervision Michelle Bowman, and prominent conservative economist Arthur Laffer. More may yet emerge.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a9ede805a70e94fc02beabe83c5e42f\" tg-width=\"641\" tg-height=\"710\"/></p><p>Since taking charge, Powell has presided over a run-up in inflation that the Fed initially described as transitory, and a rapid run-up in rates has brought inflation back down, albeit not to the Fed’s 2% annual target. Powell’s defenders see the slide down in the consumer price index, from a peak of 9.1% in June 2022 to 2.7% in June 2025, all without a recession, as a legacy-defining success.</p><p>Meanwhile, the Fed’s balance sheet remains swollen at $6.7 trillion—but down from a peak of nearly $9 trillion after it conducted an emergency expansion during the Covid crisis.</p><p>The Fed’s staff has grown, too, to nearly 25,000 as of 2024, spread among the Washington D.C.–based Board of Governors and the 12 regional reserve banks. That reflects a rise of about 20% since 2010, according to research by Andrew Levin, a former Fed official now at Dartmouth College. Employment at other large federal agencies has fallen 9% in the same period, Levin found.</p><p>Powell said in May that he intends to reduce the Fed system’s staff by 10% over the next few years through attrition. “We are careful stewards of public resources, and sometimes you need to show that,” he later said, explaining the cuts.</p><h2 id=\"id_493763300\">A DOGE Moment for the Fed</h2><p>Cuts of just 10% may not be enough to satisfy the Fed’s critics. “All these Ph.Ds over there, I don’t know what they do,” Bessent said in a recent CNBC interview. “This is like universal basic income for academic economists.”</p><p>Bessent also called for a review of the Fed’s non-monetary-policy operations, saying the Fed has experienced “mission creep and institutional growth” that have led to questions about whether it can stick to its core business of managing monetary policy.</p><p>Former Trump adviser Larry Kudlow made a similar demand recently on his Fox Business show. “Where is the downsizing? Where is the reforming? Where is the auditing of the Fed?” Kudlow asked his guest, Hassett, on July 10.</p><p>“I think that you’re right, Larry,” Hassett responded. “Government has gotten very big throughout Washington, and one of the places that hasn’t really responded yet to the downsizing we’re talking about is the Federal Reserve.”</p><p>The White House didn’t respond to requests to make Hassett available for an interview or to emailed questions. The Fed declined to comment.</p><p>The Fed’s Board of Governors would need to approve staff cuts, and it isn’t clear how far they might go. Still, caution is merited, said William English, a former senior official at the board who is now a professor of finance at Yale University. “I’m not sure that’s an experiment I’d want to run, how much can I cut before I really do damage to the institution,” English said.</p><h2 id=\"id_2794334508\">An Audience of One </h2><p>The candidates for Fed chair are conducting an informal campaign in financial TV studios and think-tank auditoriums, but ultimately they need to win Trump’s favor. “I do worry about a public campaign with an audience of one, and everybody knowing what it is that that audience wants to hear,” says former Sen. Pat Toomey, a Republican from Pennsylvania who was the ranking member of the Senate Banking Committee, which has jurisdiction over the Fed.</p><p>Trump’s campaign to bully Powell into lowering rates “happens to be the wrong outcome for this moment, in my view,” says Toomey. “But it also neglects the structural changes that I think are necessary.”</p><p>President Donald Trump presents Federal Reserve Chair Jerome Powell with what Trump called a list of cost overruns for the Federal Reserve’s $2.5 billion headquarters renovation project, on July 24. (Chip Somodevilla/Getty Images)</p><p>While in Congress from 2011 to 2023, Toomey pushed for legislation he argued would make the Fed more accountable. One bill would have cut the ranks of regional reserve banks from 12 to five, among other changes. The regional banks are quasi-private institutions whose directors choose their leadership, unlike Fed governors who are appointed by the president and confirmed by the Senate.</p><p>Warsh has been especially vocal about the change he wants to see at the Fed. He wants to see “regime change in how we’re thinking about inflation, how we’re conducting policy, how we’re communicating. It is also regime change in terms of how we’re supervising and regulating banks,” Warsh recently told CNBC.</p><p>Advertisement - Scroll to Continue</p><p>Making that happen will require, as he put it in another recent interview, “breaking some heads” at the Fed, “because the way they’ve been doing business is not working.” He believes that the Fed is allowing inflation to fester because it misunderstands what drives sustained price increases.</p><p>Changes to how the Fed thinks about inflation and conducts monetary policy would be consequential. The changes it makes to the federal-funds rate can spur or hinder lending, driving expansion or contraction across the economy. Its discretion in determining rates is the heart of its independence, and its power.</p><p>It’s also the source of some of the Fed critics’ loudest complaints. Instead of allowing market forces to set rates, they are “fixed by a committee where 12 people vote eight times a year on what should be the interest rate,” says economist Judy Shelton.</p><p>Shelton was nominated for a Fed governorship by Trump in 2020, during his first term, but the Senate voted against advancing her nomination. She remains close with many Senate Republicans.</p><h2 id=\"id_3754666695\">Rewiring the Fed’s Policy Brain</h2><p>The Fed has long since moved away from a “black box” approach to monetary policy, as former Chair Ben Bernanke described it, when Fed officials used economic rules linking interest rates to growth and inflation without a clear understanding of how policy transmitted throughout the economy.</p><p>The Fed under Powell and other recent chairs isn’t bound by any particular rule in making its policy decisions. Powell frequently refers to the Fed’s decisions as being “data dependent.” He is driven by a profound sense of caution about the risks to the economy of policy errors: Tighten too soon and you snuff out growth; too late, and you allow inflation to accelerate.</p><p>In a 2018 speech, Powell described the Fed’s job as “navigating by the stars,” a reference to economic variables such as the natural rate of inflation, or R*, known as R-star. The problem with those variables is that they can’t be observed directly and can change over time. After reviewing literature on uncertainty, Powell concluded, “no single, simple approach to monetary policy is likely to be appropriate across a broad range of plausible scenarios.”</p><p>That caution may have gotten the best of Powell and other Fed officials on the Federal Open Market Committee as post-Covid inflation took off. The Fed initially judged that Covid-driven price increases would quickly subside—they would be “transitory.” But waiting to be sure also meant that the Fed didn’t start raising interest rates until inflation was already well under way.</p><p>“There’s only two problems with data dependence, the data and the dependence,” Warsh said in a speech to central bankers in April.</p><p>Powell and his colleagues try to apprise the markets and the public of their thinking and strategy through news conferences, speeches, and published forecasts of officials’ estimates of future economic trends and interest rates. The Fed’s critics see those efforts as merely compounding the Fed’s mistakes. “The Fed should stop publishing its forecasts, and go back behind the curtain,” Hassett wrote in 2023.</p><p>Warsh would do away with them, too, saying they hurt the Fed’s ability to take in new facts.</p><p>Congress gave the Fed a “dual mandate” to ensure price stability and full employment, a pair of policy goals that in practice provide the Fed with significant discretion. A chapter in the <em>Project 2025</em> policy agenda written by economist Paul Winfree and hailed by some conservatives urged the Fed to abandon the labor side of its dual mandate (that would require congressional approval). Winfree called for “major reform of the Federal Reserve’s core activity of manipulating interest rates and money,” which could be accomplished by returning to the gold standard, among other possibilities, in his view.</p><p>The Trump administration has said it had nothing to with drafting <em>Project 2025</em>, which is essentially a conservative policy wish list. But the section on the Fed endorses ideas drawn from a bubbling reform movement that is ready to seize the moment.</p><p>“President Trump’s focus on the renovation [of the Fed’s headquarters] is an attempt to put the Fed on the map for everyday Americans,” Winfree wrote in an email. He is president of the conservative Economic Policy Innovation Center.</p><h2 id=\"id_3809654067\">The Return of Monetarism</h2><p>Winfree’s chapter makes the case that the Fed has foolishly abandoned considerations of the size of the money supply in assessing inflation. That idea, known as monetarism, has a lot of support among the now-ascendant Fed reformers. They often make reference to economist Milton Friedman’s claim that “inflation is always and everywhere a monetary phenomenon,” a view that can be oversimplified to mean that printing too much money raises prices.</p><p>To a prominent set of Friedman’s modern-day acolytes, quantitative easing is the Fed’s greatest sin. That program was created in stages after the 2008-09 financial crisis and saw the Fed purchase trillions in Treasury securities, and later, certain mortgage securities, to help keep markets functioning and boost banking activity in times of stress. The effectiveness of the program is much debated even among the Fed’s defenders.</p><p>To the Fed’s critics, its effects are obvious: Trillions of dollars in new money has produced sharply higher inflation. Hassett, then working at a Washington, D.C., think tank, signed a 2010 open letter along with other prominent economists opposing the start of quantitative easing. It cited the risk of “currency debasement and inflation.”</p><p>Warsh, who was on the FOMC when the program was created, defends it as an emergency measure but says the Fed should have wound it down when the financial crisis ended. Tapering the Fed’s assets now would help it ease inflation, he argues, a position he describes as “practical monetarism.”</p><p>Powell’s defenders see the idea of a return to monetarism as somewhere between a benign distraction and a dangerous risk that might lead the Fed to needlessly overtighten monetary policy and prompt a recession. “On the issue of monetarism, Milton Friedman won the war but lost the battle,” says Frederic Mishkin, a former Fed governor who served with Warsh.</p><h2 id=\"id_3794146237\">The End of Fed Unity</h2><p>Trump’s choice of chair may not only usher in reforms to the Fed’s mission and structure, but also disrupt the operations of an institution that has prided itself on consensus. For critics who fear that the next Fed chair will simply dictate Trump’s wishes, the crucial question is, can the chair yoke the FOMC to his will?</p><p>“The chair has a lot of power in the sense that they set the agenda for FOMC meetings,” says Bill Dudley, a former president of the New York Fed and vice chair of the FOMC.</p><p>A particularly persuasive chair, like Greenspan, can use that agenda-setting power to bring the committee along when it is skeptical of his views. “But in terms of the actual monetary-policy decision, the chair can’t force the policy decision on the committee,” says Dudley.</p><p>Were the chair to attempt to force analytical conclusions on the staff, “at that point you just start having an exodus of talent out of the Federal Reserve,” he says.</p><p>Turmoil at the Fed would rile financial markets. The dollar sold off by nearly 9% in the first half of the year as global investors adjusted for the risk of institutional instability in the U.S. Changes at the Fed could reignite those trends.</p><p>Imagine that the next Fed chair attempts to take Trump’s rate-cutting demands at his word, says Alan Blinder, a former Fed vice chair who teaches economics at Princeton University. A new chair may succeed in pushing through a quarter-point cut, but Trump is demanding that the federal-funds rate come down three full percentage points. “I can well imagine a vote on the FOMC where there are nine or 10 dissents, and the chairman loses the vote,” Blinder says. “That in turn could cause pretty big reactions in the markets.”</p><p>Inflation expectations would rise, bringing interest rates up with them.</p><p>Dissents among FOMC voting members are “rare, and therefore loud,” Blinder says. “The Fed has often thought it important to speak and vote with one voice.”</p><p>From left: Federal Reserve Gov. Christopher Waller, Federal Reserve System Vice Chair Philip Jefferson, Fed Chairman Jerome Powell, Fed Vice Chair for Supervision Michelle Bowman, and Fed Gov. Lisa Cook, during a Fed Listens event in Washington, D.C., on March 22, 2024. (Al Drago/Bloomberg)</p><p>Trump’s appointment could end that, opening up a challenging new era in which the Fed is less predictable. The just-concluded July meeting saw the first two dissents by Fed governors since 1993. Bessent, the Treasury secretary, described it as a schism and sign that with just two more votes, Trump-aligned voices could have a majority of the board’s seven governors. (They could still be overruled with support of the regional bank presidents.)</p><p>Another unusual scenario could also unfold, Blinder notes. The Senate-confirmed Fed chair acts as the CEO of the Fed’s board of governors, but that position is technically distinct from the chair of the FOMC, which has the power to set rates. The FOMC chair “is always the chairman of the Fed, but it doesn’t have to be. It’s not in the law, it’s not in the rules, or anything like that,” says Blinder.</p><p>Were the Fed chair to be consistently in the minority on monetary-policy decisions, the other board members could seize power for themselves and appoint a new FOMC chair.</p><p>“I think there are very few people in the markets who know that fact,” Blinder says.</p><p>How it would play out is impossible to predict.</p><p>And that may be the biggest change that Trump will bring to the Fed. The U.S. central bank is set to transform into something resembling the modern-day Supreme Court, where polarized rulings have become the norm. Control of the FOMC seats would become an object of partisan warfare. Trump is scheduled to have only two appointments during his term, raising the stakes in the election to succeed him, much as the open Supreme Court seat in 2016 galvanized Republicans.</p><p>The Fed is a creation of the political system, and can be changed by it. And starting on May 16, 2026, someone new will have the chance to do just that.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Will Remake the Fed. Lower Rates Are Just the Start</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Will Remake the Fed. Lower Rates Are Just the Start\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-04 07:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>President Donald Trump wants “one thing” that should be “very simple,” he said during his recent visit to the Federal Reserve in Washington, D.C. He wants interest rates to come down by a lot, quickly.</p><p>He will get that, and probably much more, under the next Fed chair. To win Trump’s nomination and the Senate’s confirmation, the candidates in line to replace current Fed Chair Jerome Powell, whose term ends on May 15, 2026, are wrapping their proposals for interest-rate cuts in far-reaching plans for change. The result is likely to be an overhaul on a scale the Fed hasn’t seen in decades.</p><p>Changes on the table include re-examining the central bank’s fundamental mission, changing the way it thinks about inflation and interest rates, cutting staff, and reorganizing or even reducing the number of regional reserve banks.</p><p>Exactly how these changes will affect markets and the economy is difficult to project at this stage, in part because each of the candidates would put their own spin on any plans. But the structural changes coming to the Fed are likely to amplify the economic uncertainty that has marked the second Trump presidency. Economists and investors who have become accustomed to hearing the Fed chair deliver an analysis of the economy every six weeks or so will be in for something different—perhaps radically so.</p><p>Fed Gov. Adriana Kugler’s decision to step down ahead of schedule gives the president an immediate opening on the Fed’s board. With the ear of the president, a supportive Senate, and buoyant markets, the new Fed chair could begin rewiring the institution in just a matter of months. “Rate cuts are the place to begin. They’re not the place to end,” said Kevin Warsh, one of the prominent candidates to replace Powell, in a recent TV interview.</p><p>What needs to happen is nothing less than “regime change” at the Fed, Warsh said.</p><h2 id=\"id_764447762\">A Fed in Flux</h2><p>The case for regime change depends on who is making it, but a broad critique of the Fed has emerged during the Powell era, which began in 2018. The Fed has grown from an institution narrowly focused on setting interest rates to one whose execution of monetary policy now supports fiscal policy and influences the U.S. economy in unintended ways, say opponents of its recent actions. The Fed’s giant asset purchases, most recently executed during the Covid-19 pandemic, have held down bond yields and enabled more government spending, while simultaneously lining Wall Street’s pockets. The central bank believes itself to be unaccountable to the president on monetary policy, even as it has made critical mistakes such as allowing Covid-era inflation to spike.</p><p>Fed officials have become economic sages of a sort, publicly rendering opinions about the course of the economy without committing to any particular economic theory. What the Powell Fed sees as institutional nimbleness and intellectual flexibility, its critics see as poorly disciplined thinking and overreliance on a powerful research staff. The problems have gone so deep that the entire institution needs to be overhauled, they argue.</p><p>Trump said during his July 24 visit to the Fed that he has “two people, maybe three” in mind for the next chair. Warsh, a former Fed governor who works with investor Stanley Druckenmiller, is one. Another is National Economic Council Director Kevin Hassett, an experienced macroeconomist who specializes in taxation and is a close ally of Trump’s. The Senate would probably easily confirm either of them.</p><p>The dark-horse candidates include Treasury Secretary Scott Bessent, who is frequently mentioned but has said he is happy with his current job. Sitting Fed Gov. Christopher Waller has said he supports cutting rates immediately and would take the job if the president offered it. “But he’s not talking to me,” Waller told Bloomberg on July 18.</p><p>Other possible contenders include former World Bank President David Malpass, recently confirmed Fed Vice Chair of Supervision Michelle Bowman, and prominent conservative economist Arthur Laffer. More may yet emerge.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a9ede805a70e94fc02beabe83c5e42f\" tg-width=\"641\" tg-height=\"710\"/></p><p>Since taking charge, Powell has presided over a run-up in inflation that the Fed initially described as transitory, and a rapid run-up in rates has brought inflation back down, albeit not to the Fed’s 2% annual target. Powell’s defenders see the slide down in the consumer price index, from a peak of 9.1% in June 2022 to 2.7% in June 2025, all without a recession, as a legacy-defining success.</p><p>Meanwhile, the Fed’s balance sheet remains swollen at $6.7 trillion—but down from a peak of nearly $9 trillion after it conducted an emergency expansion during the Covid crisis.</p><p>The Fed’s staff has grown, too, to nearly 25,000 as of 2024, spread among the Washington D.C.–based Board of Governors and the 12 regional reserve banks. That reflects a rise of about 20% since 2010, according to research by Andrew Levin, a former Fed official now at Dartmouth College. Employment at other large federal agencies has fallen 9% in the same period, Levin found.</p><p>Powell said in May that he intends to reduce the Fed system’s staff by 10% over the next few years through attrition. “We are careful stewards of public resources, and sometimes you need to show that,” he later said, explaining the cuts.</p><h2 id=\"id_493763300\">A DOGE Moment for the Fed</h2><p>Cuts of just 10% may not be enough to satisfy the Fed’s critics. “All these Ph.Ds over there, I don’t know what they do,” Bessent said in a recent CNBC interview. “This is like universal basic income for academic economists.”</p><p>Bessent also called for a review of the Fed’s non-monetary-policy operations, saying the Fed has experienced “mission creep and institutional growth” that have led to questions about whether it can stick to its core business of managing monetary policy.</p><p>Former Trump adviser Larry Kudlow made a similar demand recently on his Fox Business show. “Where is the downsizing? Where is the reforming? Where is the auditing of the Fed?” Kudlow asked his guest, Hassett, on July 10.</p><p>“I think that you’re right, Larry,” Hassett responded. “Government has gotten very big throughout Washington, and one of the places that hasn’t really responded yet to the downsizing we’re talking about is the Federal Reserve.”</p><p>The White House didn’t respond to requests to make Hassett available for an interview or to emailed questions. The Fed declined to comment.</p><p>The Fed’s Board of Governors would need to approve staff cuts, and it isn’t clear how far they might go. Still, caution is merited, said William English, a former senior official at the board who is now a professor of finance at Yale University. “I’m not sure that’s an experiment I’d want to run, how much can I cut before I really do damage to the institution,” English said.</p><h2 id=\"id_2794334508\">An Audience of One </h2><p>The candidates for Fed chair are conducting an informal campaign in financial TV studios and think-tank auditoriums, but ultimately they need to win Trump’s favor. “I do worry about a public campaign with an audience of one, and everybody knowing what it is that that audience wants to hear,” says former Sen. Pat Toomey, a Republican from Pennsylvania who was the ranking member of the Senate Banking Committee, which has jurisdiction over the Fed.</p><p>Trump’s campaign to bully Powell into lowering rates “happens to be the wrong outcome for this moment, in my view,” says Toomey. “But it also neglects the structural changes that I think are necessary.”</p><p>President Donald Trump presents Federal Reserve Chair Jerome Powell with what Trump called a list of cost overruns for the Federal Reserve’s $2.5 billion headquarters renovation project, on July 24. (Chip Somodevilla/Getty Images)</p><p>While in Congress from 2011 to 2023, Toomey pushed for legislation he argued would make the Fed more accountable. One bill would have cut the ranks of regional reserve banks from 12 to five, among other changes. The regional banks are quasi-private institutions whose directors choose their leadership, unlike Fed governors who are appointed by the president and confirmed by the Senate.</p><p>Warsh has been especially vocal about the change he wants to see at the Fed. He wants to see “regime change in how we’re thinking about inflation, how we’re conducting policy, how we’re communicating. It is also regime change in terms of how we’re supervising and regulating banks,” Warsh recently told CNBC.</p><p>Advertisement - Scroll to Continue</p><p>Making that happen will require, as he put it in another recent interview, “breaking some heads” at the Fed, “because the way they’ve been doing business is not working.” He believes that the Fed is allowing inflation to fester because it misunderstands what drives sustained price increases.</p><p>Changes to how the Fed thinks about inflation and conducts monetary policy would be consequential. The changes it makes to the federal-funds rate can spur or hinder lending, driving expansion or contraction across the economy. Its discretion in determining rates is the heart of its independence, and its power.</p><p>It’s also the source of some of the Fed critics’ loudest complaints. Instead of allowing market forces to set rates, they are “fixed by a committee where 12 people vote eight times a year on what should be the interest rate,” says economist Judy Shelton.</p><p>Shelton was nominated for a Fed governorship by Trump in 2020, during his first term, but the Senate voted against advancing her nomination. She remains close with many Senate Republicans.</p><h2 id=\"id_3754666695\">Rewiring the Fed’s Policy Brain</h2><p>The Fed has long since moved away from a “black box” approach to monetary policy, as former Chair Ben Bernanke described it, when Fed officials used economic rules linking interest rates to growth and inflation without a clear understanding of how policy transmitted throughout the economy.</p><p>The Fed under Powell and other recent chairs isn’t bound by any particular rule in making its policy decisions. Powell frequently refers to the Fed’s decisions as being “data dependent.” He is driven by a profound sense of caution about the risks to the economy of policy errors: Tighten too soon and you snuff out growth; too late, and you allow inflation to accelerate.</p><p>In a 2018 speech, Powell described the Fed’s job as “navigating by the stars,” a reference to economic variables such as the natural rate of inflation, or R*, known as R-star. The problem with those variables is that they can’t be observed directly and can change over time. After reviewing literature on uncertainty, Powell concluded, “no single, simple approach to monetary policy is likely to be appropriate across a broad range of plausible scenarios.”</p><p>That caution may have gotten the best of Powell and other Fed officials on the Federal Open Market Committee as post-Covid inflation took off. The Fed initially judged that Covid-driven price increases would quickly subside—they would be “transitory.” But waiting to be sure also meant that the Fed didn’t start raising interest rates until inflation was already well under way.</p><p>“There’s only two problems with data dependence, the data and the dependence,” Warsh said in a speech to central bankers in April.</p><p>Powell and his colleagues try to apprise the markets and the public of their thinking and strategy through news conferences, speeches, and published forecasts of officials’ estimates of future economic trends and interest rates. The Fed’s critics see those efforts as merely compounding the Fed’s mistakes. “The Fed should stop publishing its forecasts, and go back behind the curtain,” Hassett wrote in 2023.</p><p>Warsh would do away with them, too, saying they hurt the Fed’s ability to take in new facts.</p><p>Congress gave the Fed a “dual mandate” to ensure price stability and full employment, a pair of policy goals that in practice provide the Fed with significant discretion. A chapter in the <em>Project 2025</em> policy agenda written by economist Paul Winfree and hailed by some conservatives urged the Fed to abandon the labor side of its dual mandate (that would require congressional approval). Winfree called for “major reform of the Federal Reserve’s core activity of manipulating interest rates and money,” which could be accomplished by returning to the gold standard, among other possibilities, in his view.</p><p>The Trump administration has said it had nothing to with drafting <em>Project 2025</em>, which is essentially a conservative policy wish list. But the section on the Fed endorses ideas drawn from a bubbling reform movement that is ready to seize the moment.</p><p>“President Trump’s focus on the renovation [of the Fed’s headquarters] is an attempt to put the Fed on the map for everyday Americans,” Winfree wrote in an email. He is president of the conservative Economic Policy Innovation Center.</p><h2 id=\"id_3809654067\">The Return of Monetarism</h2><p>Winfree’s chapter makes the case that the Fed has foolishly abandoned considerations of the size of the money supply in assessing inflation. That idea, known as monetarism, has a lot of support among the now-ascendant Fed reformers. They often make reference to economist Milton Friedman’s claim that “inflation is always and everywhere a monetary phenomenon,” a view that can be oversimplified to mean that printing too much money raises prices.</p><p>To a prominent set of Friedman’s modern-day acolytes, quantitative easing is the Fed’s greatest sin. That program was created in stages after the 2008-09 financial crisis and saw the Fed purchase trillions in Treasury securities, and later, certain mortgage securities, to help keep markets functioning and boost banking activity in times of stress. The effectiveness of the program is much debated even among the Fed’s defenders.</p><p>To the Fed’s critics, its effects are obvious: Trillions of dollars in new money has produced sharply higher inflation. Hassett, then working at a Washington, D.C., think tank, signed a 2010 open letter along with other prominent economists opposing the start of quantitative easing. It cited the risk of “currency debasement and inflation.”</p><p>Warsh, who was on the FOMC when the program was created, defends it as an emergency measure but says the Fed should have wound it down when the financial crisis ended. Tapering the Fed’s assets now would help it ease inflation, he argues, a position he describes as “practical monetarism.”</p><p>Powell’s defenders see the idea of a return to monetarism as somewhere between a benign distraction and a dangerous risk that might lead the Fed to needlessly overtighten monetary policy and prompt a recession. “On the issue of monetarism, Milton Friedman won the war but lost the battle,” says Frederic Mishkin, a former Fed governor who served with Warsh.</p><h2 id=\"id_3794146237\">The End of Fed Unity</h2><p>Trump’s choice of chair may not only usher in reforms to the Fed’s mission and structure, but also disrupt the operations of an institution that has prided itself on consensus. For critics who fear that the next Fed chair will simply dictate Trump’s wishes, the crucial question is, can the chair yoke the FOMC to his will?</p><p>“The chair has a lot of power in the sense that they set the agenda for FOMC meetings,” says Bill Dudley, a former president of the New York Fed and vice chair of the FOMC.</p><p>A particularly persuasive chair, like Greenspan, can use that agenda-setting power to bring the committee along when it is skeptical of his views. “But in terms of the actual monetary-policy decision, the chair can’t force the policy decision on the committee,” says Dudley.</p><p>Were the chair to attempt to force analytical conclusions on the staff, “at that point you just start having an exodus of talent out of the Federal Reserve,” he says.</p><p>Turmoil at the Fed would rile financial markets. The dollar sold off by nearly 9% in the first half of the year as global investors adjusted for the risk of institutional instability in the U.S. Changes at the Fed could reignite those trends.</p><p>Imagine that the next Fed chair attempts to take Trump’s rate-cutting demands at his word, says Alan Blinder, a former Fed vice chair who teaches economics at Princeton University. A new chair may succeed in pushing through a quarter-point cut, but Trump is demanding that the federal-funds rate come down three full percentage points. “I can well imagine a vote on the FOMC where there are nine or 10 dissents, and the chairman loses the vote,” Blinder says. “That in turn could cause pretty big reactions in the markets.”</p><p>Inflation expectations would rise, bringing interest rates up with them.</p><p>Dissents among FOMC voting members are “rare, and therefore loud,” Blinder says. “The Fed has often thought it important to speak and vote with one voice.”</p><p>From left: Federal Reserve Gov. Christopher Waller, Federal Reserve System Vice Chair Philip Jefferson, Fed Chairman Jerome Powell, Fed Vice Chair for Supervision Michelle Bowman, and Fed Gov. Lisa Cook, during a Fed Listens event in Washington, D.C., on March 22, 2024. (Al Drago/Bloomberg)</p><p>Trump’s appointment could end that, opening up a challenging new era in which the Fed is less predictable. The just-concluded July meeting saw the first two dissents by Fed governors since 1993. Bessent, the Treasury secretary, described it as a schism and sign that with just two more votes, Trump-aligned voices could have a majority of the board’s seven governors. (They could still be overruled with support of the regional bank presidents.)</p><p>Another unusual scenario could also unfold, Blinder notes. The Senate-confirmed Fed chair acts as the CEO of the Fed’s board of governors, but that position is technically distinct from the chair of the FOMC, which has the power to set rates. The FOMC chair “is always the chairman of the Fed, but it doesn’t have to be. It’s not in the law, it’s not in the rules, or anything like that,” says Blinder.</p><p>Were the Fed chair to be consistently in the minority on monetary-policy decisions, the other board members could seize power for themselves and appoint a new FOMC chair.</p><p>“I think there are very few people in the markets who know that fact,” Blinder says.</p><p>How it would play out is impossible to predict.</p><p>And that may be the biggest change that Trump will bring to the Fed. The U.S. central bank is set to transform into something resembling the modern-day Supreme Court, where polarized rulings have become the norm. Control of the FOMC seats would become an object of partisan warfare. Trump is scheduled to have only two appointments during his term, raising the stakes in the election to succeed him, much as the open Supreme Court seat in 2016 galvanized Republicans.</p><p>The Fed is a creation of the political system, and can be changed by it. And starting on May 16, 2026, someone new will have the chance to do just that.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129364986","content_text":"President Donald Trump wants “one thing” that should be “very simple,” he said during his recent visit to the Federal Reserve in Washington, D.C. He wants interest rates to come down by a lot, quickly.He will get that, and probably much more, under the next Fed chair. To win Trump’s nomination and the Senate’s confirmation, the candidates in line to replace current Fed Chair Jerome Powell, whose term ends on May 15, 2026, are wrapping their proposals for interest-rate cuts in far-reaching plans for change. The result is likely to be an overhaul on a scale the Fed hasn’t seen in decades.Changes on the table include re-examining the central bank’s fundamental mission, changing the way it thinks about inflation and interest rates, cutting staff, and reorganizing or even reducing the number of regional reserve banks.Exactly how these changes will affect markets and the economy is difficult to project at this stage, in part because each of the candidates would put their own spin on any plans. But the structural changes coming to the Fed are likely to amplify the economic uncertainty that has marked the second Trump presidency. Economists and investors who have become accustomed to hearing the Fed chair deliver an analysis of the economy every six weeks or so will be in for something different—perhaps radically so.Fed Gov. Adriana Kugler’s decision to step down ahead of schedule gives the president an immediate opening on the Fed’s board. With the ear of the president, a supportive Senate, and buoyant markets, the new Fed chair could begin rewiring the institution in just a matter of months. “Rate cuts are the place to begin. They’re not the place to end,” said Kevin Warsh, one of the prominent candidates to replace Powell, in a recent TV interview.What needs to happen is nothing less than “regime change” at the Fed, Warsh said.A Fed in FluxThe case for regime change depends on who is making it, but a broad critique of the Fed has emerged during the Powell era, which began in 2018. The Fed has grown from an institution narrowly focused on setting interest rates to one whose execution of monetary policy now supports fiscal policy and influences the U.S. economy in unintended ways, say opponents of its recent actions. The Fed’s giant asset purchases, most recently executed during the Covid-19 pandemic, have held down bond yields and enabled more government spending, while simultaneously lining Wall Street’s pockets. The central bank believes itself to be unaccountable to the president on monetary policy, even as it has made critical mistakes such as allowing Covid-era inflation to spike.Fed officials have become economic sages of a sort, publicly rendering opinions about the course of the economy without committing to any particular economic theory. What the Powell Fed sees as institutional nimbleness and intellectual flexibility, its critics see as poorly disciplined thinking and overreliance on a powerful research staff. The problems have gone so deep that the entire institution needs to be overhauled, they argue.Trump said during his July 24 visit to the Fed that he has “two people, maybe three” in mind for the next chair. Warsh, a former Fed governor who works with investor Stanley Druckenmiller, is one. Another is National Economic Council Director Kevin Hassett, an experienced macroeconomist who specializes in taxation and is a close ally of Trump’s. The Senate would probably easily confirm either of them.The dark-horse candidates include Treasury Secretary Scott Bessent, who is frequently mentioned but has said he is happy with his current job. Sitting Fed Gov. Christopher Waller has said he supports cutting rates immediately and would take the job if the president offered it. “But he’s not talking to me,” Waller told Bloomberg on July 18.Other possible contenders include former World Bank President David Malpass, recently confirmed Fed Vice Chair of Supervision Michelle Bowman, and prominent conservative economist Arthur Laffer. More may yet emerge.Since taking charge, Powell has presided over a run-up in inflation that the Fed initially described as transitory, and a rapid run-up in rates has brought inflation back down, albeit not to the Fed’s 2% annual target. Powell’s defenders see the slide down in the consumer price index, from a peak of 9.1% in June 2022 to 2.7% in June 2025, all without a recession, as a legacy-defining success.Meanwhile, the Fed’s balance sheet remains swollen at $6.7 trillion—but down from a peak of nearly $9 trillion after it conducted an emergency expansion during the Covid crisis.The Fed’s staff has grown, too, to nearly 25,000 as of 2024, spread among the Washington D.C.–based Board of Governors and the 12 regional reserve banks. That reflects a rise of about 20% since 2010, according to research by Andrew Levin, a former Fed official now at Dartmouth College. Employment at other large federal agencies has fallen 9% in the same period, Levin found.Powell said in May that he intends to reduce the Fed system’s staff by 10% over the next few years through attrition. “We are careful stewards of public resources, and sometimes you need to show that,” he later said, explaining the cuts.A DOGE Moment for the FedCuts of just 10% may not be enough to satisfy the Fed’s critics. “All these Ph.Ds over there, I don’t know what they do,” Bessent said in a recent CNBC interview. “This is like universal basic income for academic economists.”Bessent also called for a review of the Fed’s non-monetary-policy operations, saying the Fed has experienced “mission creep and institutional growth” that have led to questions about whether it can stick to its core business of managing monetary policy.Former Trump adviser Larry Kudlow made a similar demand recently on his Fox Business show. “Where is the downsizing? Where is the reforming? Where is the auditing of the Fed?” Kudlow asked his guest, Hassett, on July 10.“I think that you’re right, Larry,” Hassett responded. “Government has gotten very big throughout Washington, and one of the places that hasn’t really responded yet to the downsizing we’re talking about is the Federal Reserve.”The White House didn’t respond to requests to make Hassett available for an interview or to emailed questions. The Fed declined to comment.The Fed’s Board of Governors would need to approve staff cuts, and it isn’t clear how far they might go. Still, caution is merited, said William English, a former senior official at the board who is now a professor of finance at Yale University. “I’m not sure that’s an experiment I’d want to run, how much can I cut before I really do damage to the institution,” English said.An Audience of One The candidates for Fed chair are conducting an informal campaign in financial TV studios and think-tank auditoriums, but ultimately they need to win Trump’s favor. “I do worry about a public campaign with an audience of one, and everybody knowing what it is that that audience wants to hear,” says former Sen. Pat Toomey, a Republican from Pennsylvania who was the ranking member of the Senate Banking Committee, which has jurisdiction over the Fed.Trump’s campaign to bully Powell into lowering rates “happens to be the wrong outcome for this moment, in my view,” says Toomey. “But it also neglects the structural changes that I think are necessary.”President Donald Trump presents Federal Reserve Chair Jerome Powell with what Trump called a list of cost overruns for the Federal Reserve’s $2.5 billion headquarters renovation project, on July 24. (Chip Somodevilla/Getty Images)While in Congress from 2011 to 2023, Toomey pushed for legislation he argued would make the Fed more accountable. One bill would have cut the ranks of regional reserve banks from 12 to five, among other changes. The regional banks are quasi-private institutions whose directors choose their leadership, unlike Fed governors who are appointed by the president and confirmed by the Senate.Warsh has been especially vocal about the change he wants to see at the Fed. He wants to see “regime change in how we’re thinking about inflation, how we’re conducting policy, how we’re communicating. It is also regime change in terms of how we’re supervising and regulating banks,” Warsh recently told CNBC.Advertisement - Scroll to ContinueMaking that happen will require, as he put it in another recent interview, “breaking some heads” at the Fed, “because the way they’ve been doing business is not working.” He believes that the Fed is allowing inflation to fester because it misunderstands what drives sustained price increases.Changes to how the Fed thinks about inflation and conducts monetary policy would be consequential. The changes it makes to the federal-funds rate can spur or hinder lending, driving expansion or contraction across the economy. Its discretion in determining rates is the heart of its independence, and its power.It’s also the source of some of the Fed critics’ loudest complaints. Instead of allowing market forces to set rates, they are “fixed by a committee where 12 people vote eight times a year on what should be the interest rate,” says economist Judy Shelton.Shelton was nominated for a Fed governorship by Trump in 2020, during his first term, but the Senate voted against advancing her nomination. She remains close with many Senate Republicans.Rewiring the Fed’s Policy BrainThe Fed has long since moved away from a “black box” approach to monetary policy, as former Chair Ben Bernanke described it, when Fed officials used economic rules linking interest rates to growth and inflation without a clear understanding of how policy transmitted throughout the economy.The Fed under Powell and other recent chairs isn’t bound by any particular rule in making its policy decisions. Powell frequently refers to the Fed’s decisions as being “data dependent.” He is driven by a profound sense of caution about the risks to the economy of policy errors: Tighten too soon and you snuff out growth; too late, and you allow inflation to accelerate.In a 2018 speech, Powell described the Fed’s job as “navigating by the stars,” a reference to economic variables such as the natural rate of inflation, or R*, known as R-star. The problem with those variables is that they can’t be observed directly and can change over time. After reviewing literature on uncertainty, Powell concluded, “no single, simple approach to monetary policy is likely to be appropriate across a broad range of plausible scenarios.”That caution may have gotten the best of Powell and other Fed officials on the Federal Open Market Committee as post-Covid inflation took off. The Fed initially judged that Covid-driven price increases would quickly subside—they would be “transitory.” But waiting to be sure also meant that the Fed didn’t start raising interest rates until inflation was already well under way.“There’s only two problems with data dependence, the data and the dependence,” Warsh said in a speech to central bankers in April.Powell and his colleagues try to apprise the markets and the public of their thinking and strategy through news conferences, speeches, and published forecasts of officials’ estimates of future economic trends and interest rates. The Fed’s critics see those efforts as merely compounding the Fed’s mistakes. “The Fed should stop publishing its forecasts, and go back behind the curtain,” Hassett wrote in 2023.Warsh would do away with them, too, saying they hurt the Fed’s ability to take in new facts.Congress gave the Fed a “dual mandate” to ensure price stability and full employment, a pair of policy goals that in practice provide the Fed with significant discretion. A chapter in the Project 2025 policy agenda written by economist Paul Winfree and hailed by some conservatives urged the Fed to abandon the labor side of its dual mandate (that would require congressional approval). Winfree called for “major reform of the Federal Reserve’s core activity of manipulating interest rates and money,” which could be accomplished by returning to the gold standard, among other possibilities, in his view.The Trump administration has said it had nothing to with drafting Project 2025, which is essentially a conservative policy wish list. But the section on the Fed endorses ideas drawn from a bubbling reform movement that is ready to seize the moment.“President Trump’s focus on the renovation [of the Fed’s headquarters] is an attempt to put the Fed on the map for everyday Americans,” Winfree wrote in an email. He is president of the conservative Economic Policy Innovation Center.The Return of MonetarismWinfree’s chapter makes the case that the Fed has foolishly abandoned considerations of the size of the money supply in assessing inflation. That idea, known as monetarism, has a lot of support among the now-ascendant Fed reformers. They often make reference to economist Milton Friedman’s claim that “inflation is always and everywhere a monetary phenomenon,” a view that can be oversimplified to mean that printing too much money raises prices.To a prominent set of Friedman’s modern-day acolytes, quantitative easing is the Fed’s greatest sin. That program was created in stages after the 2008-09 financial crisis and saw the Fed purchase trillions in Treasury securities, and later, certain mortgage securities, to help keep markets functioning and boost banking activity in times of stress. The effectiveness of the program is much debated even among the Fed’s defenders.To the Fed’s critics, its effects are obvious: Trillions of dollars in new money has produced sharply higher inflation. Hassett, then working at a Washington, D.C., think tank, signed a 2010 open letter along with other prominent economists opposing the start of quantitative easing. It cited the risk of “currency debasement and inflation.”Warsh, who was on the FOMC when the program was created, defends it as an emergency measure but says the Fed should have wound it down when the financial crisis ended. Tapering the Fed’s assets now would help it ease inflation, he argues, a position he describes as “practical monetarism.”Powell’s defenders see the idea of a return to monetarism as somewhere between a benign distraction and a dangerous risk that might lead the Fed to needlessly overtighten monetary policy and prompt a recession. “On the issue of monetarism, Milton Friedman won the war but lost the battle,” says Frederic Mishkin, a former Fed governor who served with Warsh.The End of Fed UnityTrump’s choice of chair may not only usher in reforms to the Fed’s mission and structure, but also disrupt the operations of an institution that has prided itself on consensus. For critics who fear that the next Fed chair will simply dictate Trump’s wishes, the crucial question is, can the chair yoke the FOMC to his will?“The chair has a lot of power in the sense that they set the agenda for FOMC meetings,” says Bill Dudley, a former president of the New York Fed and vice chair of the FOMC.A particularly persuasive chair, like Greenspan, can use that agenda-setting power to bring the committee along when it is skeptical of his views. “But in terms of the actual monetary-policy decision, the chair can’t force the policy decision on the committee,” says Dudley.Were the chair to attempt to force analytical conclusions on the staff, “at that point you just start having an exodus of talent out of the Federal Reserve,” he says.Turmoil at the Fed would rile financial markets. The dollar sold off by nearly 9% in the first half of the year as global investors adjusted for the risk of institutional instability in the U.S. Changes at the Fed could reignite those trends.Imagine that the next Fed chair attempts to take Trump’s rate-cutting demands at his word, says Alan Blinder, a former Fed vice chair who teaches economics at Princeton University. A new chair may succeed in pushing through a quarter-point cut, but Trump is demanding that the federal-funds rate come down three full percentage points. “I can well imagine a vote on the FOMC where there are nine or 10 dissents, and the chairman loses the vote,” Blinder says. “That in turn could cause pretty big reactions in the markets.”Inflation expectations would rise, bringing interest rates up with them.Dissents among FOMC voting members are “rare, and therefore loud,” Blinder says. “The Fed has often thought it important to speak and vote with one voice.”From left: Federal Reserve Gov. Christopher Waller, Federal Reserve System Vice Chair Philip Jefferson, Fed Chairman Jerome Powell, Fed Vice Chair for Supervision Michelle Bowman, and Fed Gov. Lisa Cook, during a Fed Listens event in Washington, D.C., on March 22, 2024. (Al Drago/Bloomberg)Trump’s appointment could end that, opening up a challenging new era in which the Fed is less predictable. The just-concluded July meeting saw the first two dissents by Fed governors since 1993. Bessent, the Treasury secretary, described it as a schism and sign that with just two more votes, Trump-aligned voices could have a majority of the board’s seven governors. (They could still be overruled with support of the regional bank presidents.)Another unusual scenario could also unfold, Blinder notes. The Senate-confirmed Fed chair acts as the CEO of the Fed’s board of governors, but that position is technically distinct from the chair of the FOMC, which has the power to set rates. The FOMC chair “is always the chairman of the Fed, but it doesn’t have to be. It’s not in the law, it’s not in the rules, or anything like that,” says Blinder.Were the Fed chair to be consistently in the minority on monetary-policy decisions, the other board members could seize power for themselves and appoint a new FOMC chair.“I think there are very few people in the markets who know that fact,” Blinder says.How it would play out is impossible to predict.And that may be the biggest change that Trump will bring to the Fed. The U.S. central bank is set to transform into something resembling the modern-day Supreme Court, where polarized rulings have become the norm. Control of the FOMC seats would become an object of partisan warfare. Trump is scheduled to have only two appointments during his term, raising the stakes in the election to succeed him, much as the open Supreme Court seat in 2016 galvanized Republicans.The Fed is a creation of the political system, and can be changed by it. And starting on May 16, 2026, someone new will have the chance to do just that.","news_type":1,"symbols_score_info":{".IXIC":1.1,".DJI":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463231560405800,"gmtCreate":1754123544814,"gmtModify":1754123548599,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463231560405800","repostId":"462922700656648","repostType":1,"repost":{"id":462922700656648,"gmtCreate":1754037192580,"gmtModify":1754037307682,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"Big-Tech Weekly: Why AWS behind Azure/GCP? How Big-Tech Capex Boost NVDA?","htmlText":"Big-Tech’s PerformanceMacro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr","listText":"Big-Tech’s PerformanceMacro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr","text":"Big-Tech’s PerformanceMacro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462922700656648","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462818705875552,"gmtCreate":1754034289020,"gmtModify":1754034291308,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462818705875552","repostId":"1115099921","repostType":2,"repost":{"id":"1115099921","kind":"news","pubTimestamp":1754030700,"share":"https://ttm.financial/m/news/1115099921?lang=en_US&edition=fundamental","pubTime":"2025-08-01 14:45","market":"us","language":"en","title":"US July Jobs Report Expected to Show Hiring Slowed While Unemployment Rate Ticked Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1115099921","media":"Yahoo Finance","summary":"The data's release will come as investors closely watch for any further signs of slowing in the US labor market.","content":"<div>\n<p>The US July jobs report is expected to show hiring slowed during the month while the unemployment rate moved higher. The data's release will come as investors closely watch for any further signs of ...</p>\n\n<a href=\"https://finance.yahoo.com/news/july-jobs-report-expected-to-show-hiring-slowed-while-unemployment-rate-ticked-higher-195103560.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US July Jobs Report Expected to Show Hiring Slowed While Unemployment Rate Ticked Higher</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS July Jobs Report Expected to Show Hiring Slowed While Unemployment Rate Ticked Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-01 14:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/july-jobs-report-expected-to-show-hiring-slowed-while-unemployment-rate-ticked-higher-195103560.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The US July jobs report is expected to show hiring slowed during the month while the unemployment rate moved higher. The data's release will come as investors closely watch for any further signs of ...</p>\n\n<a href=\"https://finance.yahoo.com/news/july-jobs-report-expected-to-show-hiring-slowed-while-unemployment-rate-ticked-higher-195103560.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/july-jobs-report-expected-to-show-hiring-slowed-while-unemployment-rate-ticked-higher-195103560.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115099921","content_text":"The US July jobs report is expected to show hiring slowed during the month while the unemployment rate moved higher. The data's release will come as investors closely watch for any further signs of slowing in the US labor market amid growing debate over when the Federal Reserve will cut interest rates next.The Bureau of Labor Statistics data is slated for release at 8:30 a.m. ET on Friday. Economists expect nonfarm payrolls to have risen by 105,000 in July and the unemployment rate to have moved up to 4.2%, according to consensus estimates compiled by Bloomberg.In June, the US economy added 147,000 jobs. Meanwhile, the unemployment rate fell to 4.1%.Here are the key numbers Wall Street is expecting Friday, according to data from Bloomberg:Nonfarm payrolls: +105,000 vs. +147,000 in JuneUnemployment rate: 4.2% vs. 4.1%Average hourly earnings, month over month: +0.3% vs. +0.2%Average hourly earnings, year over year: +3.8% vs. +3.7%Average weekly hours worked: 34.2 vs. 34.2\"In our view, the labor market is moderating rather than deteriorating,\" BofA US economist Shruti Mishra wrote in a note to clients. \"Elevated inflation should still keep the Fed on hold.\"Friday's labor report comes as investors have been closely watching for any signs of cooling in the labor market that could prompt the Federal Reserve to cut interest rates.The latest labor market data will be released just two days after the Federal Reserve opted to hold interest rates steady at its July meeting. Fed Chair Jerome Powell described the labor market as \"solid\" and pointed to a \"historically low\" unemployment rate as a key metric to watch when assessing the health of the jobs picture in America.Powell admitted job creation has shown slowing, but that has come with a decrease in labor supply due to less immigration, therefore keeping the broad labor market picture in balance.Recent data has reflected signs of this slowing. On Wednesday, data from ADP showed private payrolls grew by 104,000 in July, above the 75,000 expected by economists and a rebound from the 23,000 job losses seen in June. But as the chart below shows, overall hiring momentum has slowed in the private sector in recent months.\"We are in a labor market that has recalibrated to a lower average level,\" ADP chief economist Nela Richardson told Yahoo Finance on a call with reporters. \"The good news here is that that level is still solid enough to support the consumer, and that ultimately will be the tried-and-true test of the health of the labor market. Will consumers keep spending?\"Elsewhere in labor market data, new data from the Bureau of Labor Statistics showed 7.44 million jobs open at the end of June, a decrease from the 7.71 million seen the month prior. The hiring rate ticked lower to 3.3% from the 3.4% seen the month prior and stood at its lowest level since November 2024.\"The June JOLTS report painted a familiar picture of the labor market: hiring remains quite low, but so do layoffs,\" Oxford Economics lead US economist Nancy Vanden Houten wrote in a research note following the release. \"This will allow the Federal Reserve to keep policy steady as it waits for a clearer picture of how tariffs will impact inflation and growth.\"","news_type":1,"symbols_score_info":{".IXIC":1.1,".DJI":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462967068537392,"gmtCreate":1754032671333,"gmtModify":1754032674072,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462967068537392","repostId":"2555831319","repostType":2,"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462341706596624,"gmtCreate":1753921177888,"gmtModify":1753921181761,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462341706596624","repostId":"2555026542","repostType":2,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460605882945688,"gmtCreate":1753455021096,"gmtModify":1753455026338,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460605882945688","repostId":"1141214529","repostType":2,"repost":{"id":"1141214529","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1753271612,"share":"https://ttm.financial/m/news/1141214529?lang=en_US&edition=fundamental","pubTime":"2025-07-23 19:53","market":"us","language":"en","title":"SoFi Q2 Preview: Significant Growth Momentum And Expected To Continue To Make Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=1141214529","media":"Earnings Agent","summary":"Summary: SoFi Technologies will release its second quarter earnings report before the US stock market opens on July 29. Today, SoFi Technologies has become one of the most dynamic companies in the...","content":"<p><strong>Summary:</strong> SoFi Technologies will release its second quarter earnings report before the US stock market opens on July 29. Today, SoFi Technologies has become one of the most dynamic companies in the digital finance sector with its competitive platform. As of July 22, its year-to-date increase exceeded 36%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a4a883a954e678e2c3a03f5ff398acaa\" title=\"\" tg-width=\"560\" tg-height=\"240\"></p><p><strong>First quarter review</strong></p><p>In the first quarter of 2025, SoFi's net income calculated in accordance with US Generally Accepted Accounting Principles (GAAP) was US$771.8 million, a year-on-year increase of 20%. Adjusted net income reached US$770.7 million, a year-on-year increase of 33%, a record high.</p><p>In the first quarter, GAAP net profit reached US$71.1 million, and diluted earnings per share reached US$0.06.</p><p></p><p><img src=\"https://static.tigerbbs.com/5eb5ba22e4946b2f85a417c6d51ee6f0\" alt=\"\"><strong>Second quarter expectations</strong></p><p>According to Bloomberg data, analysts generally expect SoFi's second quarter revenue to be $804 million, adjusted net profit to be $67.35 million, and adjusted earnings per share to be $0.059.</p><p><strong>Key points</strong></p><p>Growth prospects support value</p><p>SoFi is above the market average in almost all traditional valuation indicators and should be given a corresponding premium. After SoFi obtained a banking license, its non-loan financial services business grew rapidly, which led to a significant improvement in the company's performance. Compared with large banks and emerging digital banks, SoFi's growth advantage is more significant.</p><p>The company's CEO has repeatedly stated that he hopes SoFi will become a top 10 financial services company. If SoFi can maintain this growth momentum, this goal may become a reality.</p><p>Re-bet on cryptocurrencies</p><p>SoFi had previously exited the field, but is now turning 180 degrees and re-betting on cryptocurrencies. First, SoFi cannot miss this historic opportunity; second, other digital banks such as Chime are also providing basic financial services, and SoFi needs to differentiate itself by providing cryptocurrency products; in addition, as a bank, SoFi can use its own advantages to deepen its presence in the cryptocurrency field, such as exploring stablecoins and digital asset loans.</p><p>The Fed may cut interest rates in the future, which is good for SoFi's loan business</p><p>Although the interest rate cut will compress the interest rate spread and profitability, SoFi's business structure is more diversified and does not rely entirely on a single loan product. On the contrary, lower interest rates may promote increased consumption and lending activities, which will bring new growth momentum to SoFi's student loan, corporate loan and mortgage business. At the same time, SoFi can also bring users of the loan business into its financial ecosystem to create more business opportunities.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi Q2 Preview: Significant Growth Momentum And Expected To Continue To Make Profits</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoFi Q2 Preview: Significant Growth Momentum And Expected To Continue To Make Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2025-07-23 19:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><strong>Summary:</strong> SoFi Technologies will release its second quarter earnings report before the US stock market opens on July 29. Today, SoFi Technologies has become one of the most dynamic companies in the digital finance sector with its competitive platform. As of July 22, its year-to-date increase exceeded 36%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a4a883a954e678e2c3a03f5ff398acaa\" title=\"\" tg-width=\"560\" tg-height=\"240\"></p><p><strong>First quarter review</strong></p><p>In the first quarter of 2025, SoFi's net income calculated in accordance with US Generally Accepted Accounting Principles (GAAP) was US$771.8 million, a year-on-year increase of 20%. Adjusted net income reached US$770.7 million, a year-on-year increase of 33%, a record high.</p><p>In the first quarter, GAAP net profit reached US$71.1 million, and diluted earnings per share reached US$0.06.</p><p></p><p><img src=\"https://static.tigerbbs.com/5eb5ba22e4946b2f85a417c6d51ee6f0\" alt=\"\"><strong>Second quarter expectations</strong></p><p>According to Bloomberg data, analysts generally expect SoFi's second quarter revenue to be $804 million, adjusted net profit to be $67.35 million, and adjusted earnings per share to be $0.059.</p><p><strong>Key points</strong></p><p>Growth prospects support value</p><p>SoFi is above the market average in almost all traditional valuation indicators and should be given a corresponding premium. After SoFi obtained a banking license, its non-loan financial services business grew rapidly, which led to a significant improvement in the company's performance. Compared with large banks and emerging digital banks, SoFi's growth advantage is more significant.</p><p>The company's CEO has repeatedly stated that he hopes SoFi will become a top 10 financial services company. If SoFi can maintain this growth momentum, this goal may become a reality.</p><p>Re-bet on cryptocurrencies</p><p>SoFi had previously exited the field, but is now turning 180 degrees and re-betting on cryptocurrencies. First, SoFi cannot miss this historic opportunity; second, other digital banks such as Chime are also providing basic financial services, and SoFi needs to differentiate itself by providing cryptocurrency products; in addition, as a bank, SoFi can use its own advantages to deepen its presence in the cryptocurrency field, such as exploring stablecoins and digital asset loans.</p><p>The Fed may cut interest rates in the future, which is good for SoFi's loan business</p><p>Although the interest rate cut will compress the interest rate spread and profitability, SoFi's business structure is more diversified and does not rely entirely on a single loan product. On the contrary, lower interest rates may promote increased consumption and lending activities, which will bring new growth momentum to SoFi's student loan, corporate loan and mortgage business. At the same time, SoFi can also bring users of the loan business into its financial ecosystem to create more business opportunities.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141214529","content_text":"Summary: SoFi Technologies will release its second quarter earnings report before the US stock market opens on July 29. Today, SoFi Technologies has become one of the most dynamic companies in the digital finance sector with its competitive platform. As of July 22, its year-to-date increase exceeded 36%.First quarter reviewIn the first quarter of 2025, SoFi's net income calculated in accordance with US Generally Accepted Accounting Principles (GAAP) was US$771.8 million, a year-on-year increase of 20%. Adjusted net income reached US$770.7 million, a year-on-year increase of 33%, a record high.In the first quarter, GAAP net profit reached US$71.1 million, and diluted earnings per share reached US$0.06.Second quarter expectationsAccording to Bloomberg data, analysts generally expect SoFi's second quarter revenue to be $804 million, adjusted net profit to be $67.35 million, and adjusted earnings per share to be $0.059.Key pointsGrowth prospects support valueSoFi is above the market average in almost all traditional valuation indicators and should be given a corresponding premium. After SoFi obtained a banking license, its non-loan financial services business grew rapidly, which led to a significant improvement in the company's performance. Compared with large banks and emerging digital banks, SoFi's growth advantage is more significant.The company's CEO has repeatedly stated that he hopes SoFi will become a top 10 financial services company. If SoFi can maintain this growth momentum, this goal may become a reality.Re-bet on cryptocurrenciesSoFi had previously exited the field, but is now turning 180 degrees and re-betting on cryptocurrencies. First, SoFi cannot miss this historic opportunity; second, other digital banks such as Chime are also providing basic financial services, and SoFi needs to differentiate itself by providing cryptocurrency products; in addition, as a bank, SoFi can use its own advantages to deepen its presence in the cryptocurrency field, such as exploring stablecoins and digital asset loans.The Fed may cut interest rates in the future, which is good for SoFi's loan businessAlthough the interest rate cut will compress the interest rate spread and profitability, SoFi's business structure is more diversified and does not rely entirely on a single loan product. On the contrary, lower interest rates may promote increased consumption and lending activities, which will bring new growth momentum to SoFi's student loan, corporate loan and mortgage business. At the same time, SoFi can also bring users of the loan business into its financial ecosystem to create more business opportunities.","news_type":1,"symbols_score_info":{"SOFI":1.1}},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":452712326139976,"gmtCreate":1751551090412,"gmtModify":1751551094235,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/452712326139976","repostId":"2548681250","repostType":2,"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":503834882335464,"gmtCreate":1764029762098,"gmtModify":1764029765790,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503834882335464","repostId":"1161689573","repostType":2,"repost":{"id":"1161689573","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1763991255,"share":"https://ttm.financial/m/news/1161689573?lang=en_US&edition=fundamental","pubTime":"2025-11-24 21:34","market":"fut","language":"en","title":"Alphabet (GOOGL.US) Signs Multi-Million Dollar Deal with NATO to Develop AI Sovereign Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=1161689573","media":"Stock News","summary":"Alphabet (GOOGL.US) announced on Monday that it has signed a multi-year, multi-million-dollar cloud services agreement with NATO's Communication and Information Agency (NCI Agency) to provide highly...","content":"<p>Alphabet (GOOGL.US) announced on Monday that it has signed a multi-year, multi-million-dollar cloud services agreement with NATO's Communication and Information Agency (NCI Agency) to provide highly secure sovereign cloud services, supporting the organization's digital modernization efforts. Following the announcement, Alphabet's pre-market shares rose over 4%.</p>\n<p>Under the agreement, NATO will leverage Alphabet's cloud services to optimize its digital infrastructure, strengthen governance systems, and enhance artificial intelligence capabilities. Google Distributed Cloud will provide technical support to NATO's Joint Analysis, Training, and Education Centre (JATEC), which will also use this infrastructure to process classified computing tasks.</p>\n<p>Tara Brady, President of Google Cloud for Europe, the Middle East, and Africa, stated, \"Google Cloud is committed to supporting NATO's core mission by helping build resilient and risk-resistant infrastructure while leveraging cutting-edge technological innovations. This collaboration will accelerate NATO's digital modernization with breakthrough advancements while maintaining the highest security standards and digital sovereignty.\"</p>\n<p>Antonio Calderon, Chief Technology Officer of NATO's NCI Agency, added, \"Partnering with industry leaders is a key component of our digital transformation strategy. Through this collaboration, we will establish a secure, highly resilient, and scalable cloud environment for JATEC, fully meeting the stringent requirements for protecting highly sensitive data.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet (GOOGL.US) Signs Multi-Million Dollar Deal with NATO to Develop AI Sovereign Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet (GOOGL.US) Signs Multi-Million Dollar Deal with NATO to Develop AI Sovereign Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2025-11-24 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alphabet (GOOGL.US) announced on Monday that it has signed a multi-year, multi-million-dollar cloud services agreement with NATO's Communication and Information Agency (NCI Agency) to provide highly secure sovereign cloud services, supporting the organization's digital modernization efforts. Following the announcement, Alphabet's pre-market shares rose over 4%.</p>\n<p>Under the agreement, NATO will leverage Alphabet's cloud services to optimize its digital infrastructure, strengthen governance systems, and enhance artificial intelligence capabilities. Google Distributed Cloud will provide technical support to NATO's Joint Analysis, Training, and Education Centre (JATEC), which will also use this infrastructure to process classified computing tasks.</p>\n<p>Tara Brady, President of Google Cloud for Europe, the Middle East, and Africa, stated, \"Google Cloud is committed to supporting NATO's core mission by helping build resilient and risk-resistant infrastructure while leveraging cutting-edge technological innovations. This collaboration will accelerate NATO's digital modernization with breakthrough advancements while maintaining the highest security standards and digital sovereignty.\"</p>\n<p>Antonio Calderon, Chief Technology Officer of NATO's NCI Agency, added, \"Partnering with industry leaders is a key component of our digital transformation strategy. Through this collaboration, we will establish a secure, highly resilient, and scalable cloud environment for JATEC, fully meeting the stringent requirements for protecting highly sensitive data.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0079474960.USD":"联博美国增长基金A","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","BK4585":"ETF&股票定投概念","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4587":"ChatGPT概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","BK4588":"碎股","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","GOOG":"谷歌","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","GOOGL":"谷歌A","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0061474960.USD":"天利环球焦点基金AU Acc","USJW.SI":"ALPHAB 3xLongSG261006","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4576":"AR","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","SG9999002224.SGD":"Allianz Global High Payout SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4579":"人工智能","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4574":"无人驾驶","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","BK4573":"虚拟现实","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4581":"高盛持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","BK4534":"瑞士信贷持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4538":"云计算","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4507":"流媒体概念","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4503":"景林资产持仓","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4566":"资本集团","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","BK4561":"索罗斯持仓","LU0444971666.USD":"天利全球科技基金","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","BK4543":"AI","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4514":"搜索引擎","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4592":"伊斯兰概念","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","BK4548":"巴美列捷福持仓","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4554":"元宇宙及AR概念","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","BK4550":"红杉资本持仓","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","BK4598":"佩洛西持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0080751232.USD":"富达环球多元动力基金A","BK4602":"量子计算概念","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","SG9999001077.SGD":"United International Growth Fund SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","BK4525":"远程办公概念","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4527":"明星科技股","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","BK4612":"AI芯片","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161689573","content_text":"Alphabet (GOOGL.US) announced on Monday that it has signed a multi-year, multi-million-dollar cloud services agreement with NATO's Communication and Information Agency (NCI Agency) to provide highly secure sovereign cloud services, supporting the organization's digital modernization efforts. Following the announcement, Alphabet's pre-market shares rose over 4%.\nUnder the agreement, NATO will leverage Alphabet's cloud services to optimize its digital infrastructure, strengthen governance systems, and enhance artificial intelligence capabilities. Google Distributed Cloud will provide technical support to NATO's Joint Analysis, Training, and Education Centre (JATEC), which will also use this infrastructure to process classified computing tasks.\nTara Brady, President of Google Cloud for Europe, the Middle East, and Africa, stated, \"Google Cloud is committed to supporting NATO's core mission by helping build resilient and risk-resistant infrastructure while leveraging cutting-edge technological innovations. This collaboration will accelerate NATO's digital modernization with breakthrough advancements while maintaining the highest security standards and digital sovereignty.\"\nAntonio Calderon, Chief Technology Officer of NATO's NCI Agency, added, \"Partnering with industry leaders is a key component of our digital transformation strategy. Through this collaboration, we will establish a secure, highly resilient, and scalable cloud environment for JATEC, fully meeting the stringent requirements for protecting highly sensitive data.\"","news_type":1,"symbols_score_info":{"GOOG":1,"GOOGL":1,"USJW.SI":1}},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":481880456430112,"gmtCreate":1758680921966,"gmtModify":1758680925638,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/481880456430112","repostId":"2569712980","repostType":2,"repost":{"id":"2569712980","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1758680100,"share":"https://ttm.financial/m/news/2569712980?lang=en_US&edition=fundamental","pubTime":"2025-09-24 10:15","market":"us","language":"en","title":"Powell Points to Darkening Economic Picture, Says Stocks Are \"Fairly Highly Valued\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2569712980","media":"Dow Jones","summary":"Powell noted a weakening labor market and economic outlook, alongside inflation remaining above the 2% goal.","content":"<html><head></head><body><p style=\"text-align: start;\">Federal Reserve Chair Jerome Powell pointed to a weakening labor market and economic outlook alongside elevated prices in his remarks Tuesday afternoon, a combination that puts policymakers in a tough position.</p><p>“Near-term risks to inflation are tilted to the upside and risks to employment to the downside—a challenging situation,” he said at an event hosted by the Greater Providence Chamber of Commerce. “Two-sided risks mean that there is no risk-free path.”</p><p>When asked about markets, Powell commented that the Fed does look at overall financial conditions, and noted stock values appeared to be elevated.</p><p>“By many measures, for example, equity prices are fairly highly valued.” He added that it is not, however, “a time of elevated financial stability risks.”</p><p>His address comes one week after the central bank approved its first interest-rate cut of 2025.</p><p style=\"text-align: start;\">Recent data show economic growth moderating, Powell said, adding that the unemployment rate, while still low, has edged up. Housing data remains weak, he added, and there has been a slowdown in consumer spending. At the same time, inflation remains elevated above the Fed’s 2% goal.</p><p style=\"text-align: start;\">The situation is what Joe Brusuelas, chief economist at RSM US, refers to as “stagflation-lite,” an unfortunate situation where the economy wavers while prices remain high.</p><p>Shifting federal policy has created structural changes to the economy that make it difficult to predict what comes next, Powell said. Currently, “the U.S. economy is showing resilience in the midst of substantial changes in trade and immigration policies, as well as in fiscal, regulatory and geopolitical arenas,” he said.</p><p style=\"text-align: start;\">Powell warned: “These policies are still emerging, and their longer-term implications will take some time to be seen.”</p><p style=\"text-align: start;\">Powell offered few clues in his remarks about what the Fed will decide at its October policy meeting. “Our policy is not on a preset course,” he said. “We will continue to determine the appropriate stance based on the incoming data, the evolving outlook, and the balance of risks.”</p><p style=\"text-align: start;\">At his press conference last week, Powell made clear the rate cut shouldn’t be interpreted by markets as the start of aggressive easing.</p><p style=\"text-align: start;\">“You could think of this in a way as a risk management cut,” he said at the time, signaling that further moves would be cautious and data-dependent.</p><p style=\"text-align: start;\">That cautious stance showed up in the Fed’s own projections.</p><p>The updated dot-plot forecasts three cuts in 2025, up from two in June. However, there is deep uncertainty among policymakers. The median forecast masks a razor-thin 10-9 split among the 19 participants over how deep to cut, suggesting little consensus about the path ahead.</p><p style=\"text-align: start;\">Powell also reinforced on Tuesday that the central bank wouldn’t be swayed by political pressure, emphasizing the Fed is “never, ever thinking about political things.”</p><p style=\"text-align: start;\">Many people, he said “don’t believe us…but the truth is most of the people who are calling us political, it’s just a cheap shot.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell Points to Darkening Economic Picture, Says Stocks Are \"Fairly Highly Valued\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPowell Points to Darkening Economic Picture, Says Stocks Are \"Fairly Highly Valued\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-24 10:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Federal Reserve Chair Jerome Powell pointed to a weakening labor market and economic outlook alongside elevated prices in his remarks Tuesday afternoon, a combination that puts policymakers in a tough position.</p><p>“Near-term risks to inflation are tilted to the upside and risks to employment to the downside—a challenging situation,” he said at an event hosted by the Greater Providence Chamber of Commerce. “Two-sided risks mean that there is no risk-free path.”</p><p>When asked about markets, Powell commented that the Fed does look at overall financial conditions, and noted stock values appeared to be elevated.</p><p>“By many measures, for example, equity prices are fairly highly valued.” He added that it is not, however, “a time of elevated financial stability risks.”</p><p>His address comes one week after the central bank approved its first interest-rate cut of 2025.</p><p style=\"text-align: start;\">Recent data show economic growth moderating, Powell said, adding that the unemployment rate, while still low, has edged up. Housing data remains weak, he added, and there has been a slowdown in consumer spending. At the same time, inflation remains elevated above the Fed’s 2% goal.</p><p style=\"text-align: start;\">The situation is what Joe Brusuelas, chief economist at RSM US, refers to as “stagflation-lite,” an unfortunate situation where the economy wavers while prices remain high.</p><p>Shifting federal policy has created structural changes to the economy that make it difficult to predict what comes next, Powell said. Currently, “the U.S. economy is showing resilience in the midst of substantial changes in trade and immigration policies, as well as in fiscal, regulatory and geopolitical arenas,” he said.</p><p style=\"text-align: start;\">Powell warned: “These policies are still emerging, and their longer-term implications will take some time to be seen.”</p><p style=\"text-align: start;\">Powell offered few clues in his remarks about what the Fed will decide at its October policy meeting. “Our policy is not on a preset course,” he said. “We will continue to determine the appropriate stance based on the incoming data, the evolving outlook, and the balance of risks.”</p><p style=\"text-align: start;\">At his press conference last week, Powell made clear the rate cut shouldn’t be interpreted by markets as the start of aggressive easing.</p><p style=\"text-align: start;\">“You could think of this in a way as a risk management cut,” he said at the time, signaling that further moves would be cautious and data-dependent.</p><p style=\"text-align: start;\">That cautious stance showed up in the Fed’s own projections.</p><p>The updated dot-plot forecasts three cuts in 2025, up from two in June. However, there is deep uncertainty among policymakers. The median forecast masks a razor-thin 10-9 split among the 19 participants over how deep to cut, suggesting little consensus about the path ahead.</p><p style=\"text-align: start;\">Powell also reinforced on Tuesday that the central bank wouldn’t be swayed by political pressure, emphasizing the Fed is “never, ever thinking about political things.”</p><p style=\"text-align: start;\">Many people, he said “don’t believe us…but the truth is most of the people who are calling us political, it’s just a cheap shot.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BK4122":"互联网与直销零售","BK4096":"电气部件与设备",".DJI":"道琼斯"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2569712980","content_text":"Federal Reserve Chair Jerome Powell pointed to a weakening labor market and economic outlook alongside elevated prices in his remarks Tuesday afternoon, a combination that puts policymakers in a tough position.“Near-term risks to inflation are tilted to the upside and risks to employment to the downside—a challenging situation,” he said at an event hosted by the Greater Providence Chamber of Commerce. “Two-sided risks mean that there is no risk-free path.”When asked about markets, Powell commented that the Fed does look at overall financial conditions, and noted stock values appeared to be elevated.“By many measures, for example, equity prices are fairly highly valued.” He added that it is not, however, “a time of elevated financial stability risks.”His address comes one week after the central bank approved its first interest-rate cut of 2025.Recent data show economic growth moderating, Powell said, adding that the unemployment rate, while still low, has edged up. Housing data remains weak, he added, and there has been a slowdown in consumer spending. At the same time, inflation remains elevated above the Fed’s 2% goal.The situation is what Joe Brusuelas, chief economist at RSM US, refers to as “stagflation-lite,” an unfortunate situation where the economy wavers while prices remain high.Shifting federal policy has created structural changes to the economy that make it difficult to predict what comes next, Powell said. Currently, “the U.S. economy is showing resilience in the midst of substantial changes in trade and immigration policies, as well as in fiscal, regulatory and geopolitical arenas,” he said.Powell warned: “These policies are still emerging, and their longer-term implications will take some time to be seen.”Powell offered few clues in his remarks about what the Fed will decide at its October policy meeting. “Our policy is not on a preset course,” he said. “We will continue to determine the appropriate stance based on the incoming data, the evolving outlook, and the balance of risks.”At his press conference last week, Powell made clear the rate cut shouldn’t be interpreted by markets as the start of aggressive easing.“You could think of this in a way as a risk management cut,” he said at the time, signaling that further moves would be cautious and data-dependent.That cautious stance showed up in the Fed’s own projections.The updated dot-plot forecasts three cuts in 2025, up from two in June. However, there is deep uncertainty among policymakers. The median forecast masks a razor-thin 10-9 split among the 19 participants over how deep to cut, suggesting little consensus about the path ahead.Powell also reinforced on Tuesday that the central bank wouldn’t be swayed by political pressure, emphasizing the Fed is “never, ever thinking about political things.”Many people, he said “don’t believe us…but the truth is most of the people who are calling us political, it’s just a cheap shot.”","news_type":1,"symbols_score_info":{"US2Y.BOND":1.5,"US3Y.BOND":1.5,"US10Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,".SPX":1.1,".IXIC":0.6,"US7Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,".DJI":1.5}},"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":474131614896832,"gmtCreate":1756790482389,"gmtModify":1756790484652,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/474131614896832","repostId":"1147441365","repostType":2,"repost":{"id":"1147441365","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1756785814,"share":"https://ttm.financial/m/news/1147441365?lang=en_US&edition=fundamental","pubTime":"2025-09-02 12:03","market":"us","language":"en","title":"Nvidia Is Set to Get a Big Boost From OpenAI. Here's How Much","url":"https://stock-news.laohu8.com/highlight/detail?id=1147441365","media":"Dow Jones","summary":"Nvidia’s recent earnings report was full of big numbers but one of the most eye-opening was that future gigawatt-scale data centers will cost around $50 billion to build. OpenAI looks ready to take...","content":"<html><head></head><body><p>Nvidia’s recent earnings report was full of big numbers but one of the most eye-opening was that future gigawatt-scale data centers will cost around $50 billion to build. OpenAI looks ready to take on that huge spending, planning one such facility in India alongside multiple sites in the U.S. and elsewhere, according to a Bloomberg report.</p><p style=\"text-align: start;\">Nvidia CEO Jensen Huang told analysts that a single gigawatt data center would require around $35 billion in spending on his company’s hardware—plus $15 billion on additional components—and he expected future “AI super-factories” would require multiple gigawatts of power.</p><p style=\"text-align: start;\">That will need some very deep-pocketed clients but ChatGPT-developer OpenAI is stepping up. The company is looking for local partners to set up a data center in India with at least a one-gigawatt capacity, Bloomberg reported Monday, citing unidentified sources.</p><p style=\"text-align: start;\">If Nvidia’s numbers are correct, then OpenAI is planning hundreds of billions worth of spending.</p><p>OpenAI recently announced an agreement with Oracle to develop 4.5 gigawatts of data-center capacity in the U.S., and previously announced plans for a one-gigawatt cluster in Abu Dhabi. All that spending is likely to come under the umbrella of Project Stargate, a$500 billion planfor AI infrastructure investment. According to Goldman Sachs, the entire data-center capacity in North America stood at 22 gigawatts at the end of 2024.</p><p style=\"text-align: start;\">OpenAI hasn’t provided details about how Project Stargate will be funded. It didn’t immediately respond to a request for comment early on Monday.</p><p style=\"text-align: start;\">Such commitments are good news for Nvidia, which has forecast $3 trillion to $4 trillion in annual AI infrastructure spending by 2030.</p><p style=\"text-align: start;\">“We had previously expected 2025 to represent a peak year in the AI cycle due to several factors. Based on the progress made by the AI models over the last 6 months, their expanded capabilities and rapid adoption, we now believe demand growth for inference will sustain for the foreseeable future, which should overwhelm these trends,” wrote D.A. Davidson analyst Gil Luria in a research note.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is Set to Get a Big Boost From OpenAI. Here's How Much</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is Set to Get a Big Boost From OpenAI. Here's How Much\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-02 12:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia’s recent earnings report was full of big numbers but one of the most eye-opening was that future gigawatt-scale data centers will cost around $50 billion to build. OpenAI looks ready to take on that huge spending, planning one such facility in India alongside multiple sites in the U.S. and elsewhere, according to a Bloomberg report.</p><p style=\"text-align: start;\">Nvidia CEO Jensen Huang told analysts that a single gigawatt data center would require around $35 billion in spending on his company’s hardware—plus $15 billion on additional components—and he expected future “AI super-factories” would require multiple gigawatts of power.</p><p style=\"text-align: start;\">That will need some very deep-pocketed clients but ChatGPT-developer OpenAI is stepping up. The company is looking for local partners to set up a data center in India with at least a one-gigawatt capacity, Bloomberg reported Monday, citing unidentified sources.</p><p style=\"text-align: start;\">If Nvidia’s numbers are correct, then OpenAI is planning hundreds of billions worth of spending.</p><p>OpenAI recently announced an agreement with Oracle to develop 4.5 gigawatts of data-center capacity in the U.S., and previously announced plans for a one-gigawatt cluster in Abu Dhabi. All that spending is likely to come under the umbrella of Project Stargate, a$500 billion planfor AI infrastructure investment. According to Goldman Sachs, the entire data-center capacity in North America stood at 22 gigawatts at the end of 2024.</p><p style=\"text-align: start;\">OpenAI hasn’t provided details about how Project Stargate will be funded. It didn’t immediately respond to a request for comment early on Monday.</p><p style=\"text-align: start;\">Such commitments are good news for Nvidia, which has forecast $3 trillion to $4 trillion in annual AI infrastructure spending by 2030.</p><p style=\"text-align: start;\">“We had previously expected 2025 to represent a peak year in the AI cycle due to several factors. Based on the progress made by the AI models over the last 6 months, their expanded capabilities and rapid adoption, we now believe demand growth for inference will sustain for the foreseeable future, which should overwhelm these trends,” wrote D.A. Davidson analyst Gil Luria in a research note.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147441365","content_text":"Nvidia’s recent earnings report was full of big numbers but one of the most eye-opening was that future gigawatt-scale data centers will cost around $50 billion to build. OpenAI looks ready to take on that huge spending, planning one such facility in India alongside multiple sites in the U.S. and elsewhere, according to a Bloomberg report.Nvidia CEO Jensen Huang told analysts that a single gigawatt data center would require around $35 billion in spending on his company’s hardware—plus $15 billion on additional components—and he expected future “AI super-factories” would require multiple gigawatts of power.That will need some very deep-pocketed clients but ChatGPT-developer OpenAI is stepping up. The company is looking for local partners to set up a data center in India with at least a one-gigawatt capacity, Bloomberg reported Monday, citing unidentified sources.If Nvidia’s numbers are correct, then OpenAI is planning hundreds of billions worth of spending.OpenAI recently announced an agreement with Oracle to develop 4.5 gigawatts of data-center capacity in the U.S., and previously announced plans for a one-gigawatt cluster in Abu Dhabi. All that spending is likely to come under the umbrella of Project Stargate, a$500 billion planfor AI infrastructure investment. According to Goldman Sachs, the entire data-center capacity in North America stood at 22 gigawatts at the end of 2024.OpenAI hasn’t provided details about how Project Stargate will be funded. It didn’t immediately respond to a request for comment early on Monday.Such commitments are good news for Nvidia, which has forecast $3 trillion to $4 trillion in annual AI infrastructure spending by 2030.“We had previously expected 2025 to represent a peak year in the AI cycle due to several factors. Based on the progress made by the AI models over the last 6 months, their expanded capabilities and rapid adoption, we now believe demand growth for inference will sustain for the foreseeable future, which should overwhelm these trends,” wrote D.A. Davidson analyst Gil Luria in a research note.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472817792467000,"gmtCreate":1756469720812,"gmtModify":1756469723124,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472817792467000","repostId":"2563043951","repostType":2,"repost":{"id":"2563043951","kind":"live","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1756509967,"share":"https://ttm.financial/m/news/2563043951?lang=en_US&edition=fundamental","pubTime":"2025-08-30 07:26","market":"us","language":"en","title":"Alibaba’s Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. The Stock Is Rising","url":"https://stock-news.laohu8.com/highlight/detail?id=2563043951","media":"Dow Jones","summary":"Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomera","content":"<html><head></head><body><p>Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomerate’s artificial-intelligence developments are gaining steam.</p><p>Alibaba’s American depositary receipts surged 13% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b1d354d7fc22106dc0878666a0b5b10\" tg-width=\"872\" tg-height=\"829\"/></p><p style=\"text-align: start;\">Alibaba missed consensus revenue estimates for its first quarter of fiscal 2026, reporting $34.6 billion of sales, compared with the $35.2 billion FactSet estimate, for a 2% year-over-year increase. But the company’s net income for the quarter blew past expectations. Alibaba posted net income of $5.9 billion, a 76% year-over-year increase and above the $3.7 billion consensus view. Adjusted earnings came out to $2.06 per share, above consensus of $1.97 but representing a 10% decline from the previous year.</p><p>The drastic year-over-year rise in net income was driven by gains from equity investments and the sale of Turkish e-commerce company Trendyol, according to the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5d935587edabd406a791a38af37484c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The company’s cloud-intelligence business was the fastest-growing segment, contributing $4.7 billion to total revenue for a 26% year-over-year increase. E-commerce, Alibaba’s largest business segment, posted revenue of $12.5 billion, a 10% increase from the previous year.</p><p>Similar to the Magnificent Seven group of megacap tech names, Alibaba is ramping up its capital expenditures for AI development. The company reported investments into its cloud infrastructure of 38.6 billion yuan(equivalent to $5.4 billion) for the quarter. On the earnings call, Alibaba Chief Executive Eddie Wu reaffirmed the company’s three-year commitment to invest $380 billion yuan ($53 billion) to build out its cloud and AI infrastructure.</p><p>Alibaba’s heavy focus on its cloud business shows that the Chinese company is keen to innovate and stay competitive in the global race to develop AI.</p><p>Trade-war tensions and geopolitical and national-security concerns have made the use of Nvidia Corp.’s chips in China contested, and China is working on creating its own AI tech stack independent of the U.S. The Wall Street Journal reported that Alibaba has developed a new chip that it’s now testing and that could be a domestic replacement for Nvidia’s H20.</p><p>Alibaba’s U.S.-listed stock is up 40% year to date but has experienced volatility since trade-war tensions spiked in April.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba’s Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. The Stock Is Rising</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba’s Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. The Stock Is Rising\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-30 07:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomerate’s artificial-intelligence developments are gaining steam.</p><p>Alibaba’s American depositary receipts surged 13% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b1d354d7fc22106dc0878666a0b5b10\" tg-width=\"872\" tg-height=\"829\"/></p><p style=\"text-align: start;\">Alibaba missed consensus revenue estimates for its first quarter of fiscal 2026, reporting $34.6 billion of sales, compared with the $35.2 billion FactSet estimate, for a 2% year-over-year increase. But the company’s net income for the quarter blew past expectations. Alibaba posted net income of $5.9 billion, a 76% year-over-year increase and above the $3.7 billion consensus view. Adjusted earnings came out to $2.06 per share, above consensus of $1.97 but representing a 10% decline from the previous year.</p><p>The drastic year-over-year rise in net income was driven by gains from equity investments and the sale of Turkish e-commerce company Trendyol, according to the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5d935587edabd406a791a38af37484c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The company’s cloud-intelligence business was the fastest-growing segment, contributing $4.7 billion to total revenue for a 26% year-over-year increase. E-commerce, Alibaba’s largest business segment, posted revenue of $12.5 billion, a 10% increase from the previous year.</p><p>Similar to the Magnificent Seven group of megacap tech names, Alibaba is ramping up its capital expenditures for AI development. The company reported investments into its cloud infrastructure of 38.6 billion yuan(equivalent to $5.4 billion) for the quarter. On the earnings call, Alibaba Chief Executive Eddie Wu reaffirmed the company’s three-year commitment to invest $380 billion yuan ($53 billion) to build out its cloud and AI infrastructure.</p><p>Alibaba’s heavy focus on its cloud business shows that the Chinese company is keen to innovate and stay competitive in the global race to develop AI.</p><p>Trade-war tensions and geopolitical and national-security concerns have made the use of Nvidia Corp.’s chips in China contested, and China is working on creating its own AI tech stack independent of the U.S. The Wall Street Journal reported that Alibaba has developed a new chip that it’s now testing and that could be a domestic replacement for Nvidia’s H20.</p><p>Alibaba’s U.S.-listed stock is up 40% year to date but has experienced volatility since trade-war tensions spiked in April.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK1517":"云办公","LU0048597586.USD":"富达亚洲焦点A","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1810669033.SGD":"FTIF - Templeton Emerging Markets Dynamic Income A (Mdis) SGD-H1","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","09988":"阿里巴巴-W","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BABA":"阿里巴巴","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC"},"source_url":"https://www.bloomberg.com/news/articles/2025-08-29/alibaba-s-profit-slides-after-china-food-war-slashes-margins?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2563043951","content_text":"Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomerate’s artificial-intelligence developments are gaining steam.Alibaba’s American depositary receipts surged 13% on Friday.Alibaba missed consensus revenue estimates for its first quarter of fiscal 2026, reporting $34.6 billion of sales, compared with the $35.2 billion FactSet estimate, for a 2% year-over-year increase. But the company’s net income for the quarter blew past expectations. Alibaba posted net income of $5.9 billion, a 76% year-over-year increase and above the $3.7 billion consensus view. Adjusted earnings came out to $2.06 per share, above consensus of $1.97 but representing a 10% decline from the previous year.The drastic year-over-year rise in net income was driven by gains from equity investments and the sale of Turkish e-commerce company Trendyol, according to the company.The company’s cloud-intelligence business was the fastest-growing segment, contributing $4.7 billion to total revenue for a 26% year-over-year increase. E-commerce, Alibaba’s largest business segment, posted revenue of $12.5 billion, a 10% increase from the previous year.Similar to the Magnificent Seven group of megacap tech names, Alibaba is ramping up its capital expenditures for AI development. The company reported investments into its cloud infrastructure of 38.6 billion yuan(equivalent to $5.4 billion) for the quarter. On the earnings call, Alibaba Chief Executive Eddie Wu reaffirmed the company’s three-year commitment to invest $380 billion yuan ($53 billion) to build out its cloud and AI infrastructure.Alibaba’s heavy focus on its cloud business shows that the Chinese company is keen to innovate and stay competitive in the global race to develop AI.Trade-war tensions and geopolitical and national-security concerns have made the use of Nvidia Corp.’s chips in China contested, and China is working on creating its own AI tech stack independent of the U.S. The Wall Street Journal reported that Alibaba has developed a new chip that it’s now testing and that could be a domestic replacement for Nvidia’s H20.Alibaba’s U.S.-listed stock is up 40% year to date but has experienced volatility since trade-war tensions spiked in April.","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469196058071704,"gmtCreate":1755587903943,"gmtModify":1755587907550,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/469196058071704","repostId":"2560686661","repostType":2,"repost":{"id":"2560686661","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1755587695,"share":"https://ttm.financial/m/news/2560686661?lang=en_US&edition=fundamental","pubTime":"2025-08-19 15:14","market":"fut","language":"en","title":"Nvidia Working on New AI Chip for China That Outperforms the H20, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2560686661","media":"Reuters","summary":"EXCLUSIVE-Nvidia working on new AI chip for China that outperforms the H20, sources sayPotential new chip based on latest Blackwell architecture, sources sayTrump has said he may allow Nvidia to sell more advanced chips in China But outlook for regulatory approval seen as highly uncertainNvidia hoping to deliver samples as early as next month, sources say By Liam Mo and Fanny Potkin","content":"<html><head></head><body><ul style=\"\"><li><p>Potential new chip based on latest Blackwell architecture, sources say</p></li><li><p>Trump has said he may allow Nvidia to sell more advanced chips in China</p></li><li><p>But outlook for regulatory approval seen as highly uncertain</p></li><li><p>Nvidia hoping to deliver samples as early as next month, sources say</p></li></ul><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the matter said.</p><p>U.S. President Donald Trump last week opened the door to the possibility of more advanced Nvidia chips being sold in China. But the sources noted U.S. regulatory approval is far from guaranteed amid deep-seated fears in Washington about giving China too much access to U.S. artificial intelligence technology.</p><p>The new chip, tentatively known as the B30A, will use a single-die design that is likely to deliver half the raw computing power of the more sophisticated dual-die configuration in Nvidia&#39;s flagship B300 accelerator card, the sources said.</p><p>A single-die design is when all the main parts of an integrated circuit are made on one continuous piece of silicon rather than split across multiple dies.</p><p>The new chip would have high-bandwidth memory and Nvidia&#39;s NVLink technology for fast data transmission between processors, features that are also in the H20 - a chip based on the company&#39;s older Hopper architecture.</p><p>The chip&#39;s specifications are not completely finalised but Nvidia hopes to deliver samples to Chinese clients for testing as early as next month, said the sources who were not authorised to speak to media and declined to be identified.</p><p>Nvidia said in a statement: &#34;We evaluate a variety of products for our roadmap, so that we can be prepared to compete to the extent that governments allow.&#34;</p><p>&#34;Everything we offer is with the full approval of the applicable authorities and designed solely for beneficial commercial use,&#34; it said.</p><p>The U.S. Department of Commerce did not respond to a Reuters request for comment.</p><p>FLASHPOINT</p><p>The extent to which China, which generated 13% of Nvidia&#39;s revenue in the past financial year, can have access to cutting-edge AI chips is one of the biggest flashpoints in U.S.-Sino trade tensions.</p><p>Nvidia only received permission in July to recommence sales of the H20. It was developed specifically for China after export restrictions were put in place in 2023, but company was abruptly ordered to stop sales in April.</p><p>Trump said last week he might allow Nvidia to sell a scaled-down version of its next-generation chip in China after announcing an unprecedented deal that will see Nvidia and rival <a href=\"https://laohu8.com/S/AMD\">AMD</a> give the U.S. government 15% of revenue from sales of some advanced chips in China.</p><p>A new Nvidia chip for China might have &#34;30% to 50% off&#34;, he suggested in an apparent reference to the chip&#39;s computing power, adding that the H20 was &#34;obsolete&#34;.</p><p>U.S. legislators, both Democratic and Republican, have worried that access to even scaled-down versions of flagship AI chips will impede U.S. efforts to maintain its lead in artificial intelligence.</p><p>But Nvidia and others argue that it is important to retain Chinese interest in its chips - which work with Nvidia&#39;s software tools - so that developers do not completely switch over to offerings from rivals like Huawei.</p><p>Huawei has made great strides in chip development, with its latest models said to be on par with Nvidia in some aspects like computing power, though analysts say it lags in key areas such as software ecosystem support and memory bandwidth capabilities.</p><p>Complicating Nvidia&#39;s efforts to retain market share in China, Chinese state media have also in recent weeks alleged that the U.S firm&#39;s chips could pose security risks, and authorities have cautioned Chinese tech firms about purchasing the H20. Nvidia says its chips carry no backdoor risks.</p><p>Nvidia is also preparing to start delivering a separate new China-specific chip based on its Blackwell architecture and designed primarily for AI inference tasks, according to two other people familiar with those plans.</p><p>Reuters reported in May that this chip, currently dubbed the RTX6000D, will sell for less than the H20, reflecting weaker specifications and simpler manufacturing requirements.</p><p>The chip is designed to fall under thresholds set by the U.S. government. It uses conventional GDDR memory and features memory bandwidth of 1,398 gigabytes per second, just below the 1.4 terabyte threshold established by restrictions introduced in April that led to the initial H20 ban.</p><p>Nvidia is set to deliver small batches of RTX6000D to Chinese clients in September, said one of the people.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Working on New AI Chip for China That Outperforms the H20, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Working on New AI Chip for China That Outperforms the H20, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-19 15:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Potential new chip based on latest Blackwell architecture, sources say</p></li><li><p>Trump has said he may allow Nvidia to sell more advanced chips in China</p></li><li><p>But outlook for regulatory approval seen as highly uncertain</p></li><li><p>Nvidia hoping to deliver samples as early as next month, sources say</p></li></ul><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the matter said.</p><p>U.S. President Donald Trump last week opened the door to the possibility of more advanced Nvidia chips being sold in China. But the sources noted U.S. regulatory approval is far from guaranteed amid deep-seated fears in Washington about giving China too much access to U.S. artificial intelligence technology.</p><p>The new chip, tentatively known as the B30A, will use a single-die design that is likely to deliver half the raw computing power of the more sophisticated dual-die configuration in Nvidia&#39;s flagship B300 accelerator card, the sources said.</p><p>A single-die design is when all the main parts of an integrated circuit are made on one continuous piece of silicon rather than split across multiple dies.</p><p>The new chip would have high-bandwidth memory and Nvidia&#39;s NVLink technology for fast data transmission between processors, features that are also in the H20 - a chip based on the company&#39;s older Hopper architecture.</p><p>The chip&#39;s specifications are not completely finalised but Nvidia hopes to deliver samples to Chinese clients for testing as early as next month, said the sources who were not authorised to speak to media and declined to be identified.</p><p>Nvidia said in a statement: &#34;We evaluate a variety of products for our roadmap, so that we can be prepared to compete to the extent that governments allow.&#34;</p><p>&#34;Everything we offer is with the full approval of the applicable authorities and designed solely for beneficial commercial use,&#34; it said.</p><p>The U.S. Department of Commerce did not respond to a Reuters request for comment.</p><p>FLASHPOINT</p><p>The extent to which China, which generated 13% of Nvidia&#39;s revenue in the past financial year, can have access to cutting-edge AI chips is one of the biggest flashpoints in U.S.-Sino trade tensions.</p><p>Nvidia only received permission in July to recommence sales of the H20. It was developed specifically for China after export restrictions were put in place in 2023, but company was abruptly ordered to stop sales in April.</p><p>Trump said last week he might allow Nvidia to sell a scaled-down version of its next-generation chip in China after announcing an unprecedented deal that will see Nvidia and rival <a href=\"https://laohu8.com/S/AMD\">AMD</a> give the U.S. government 15% of revenue from sales of some advanced chips in China.</p><p>A new Nvidia chip for China might have &#34;30% to 50% off&#34;, he suggested in an apparent reference to the chip&#39;s computing power, adding that the H20 was &#34;obsolete&#34;.</p><p>U.S. legislators, both Democratic and Republican, have worried that access to even scaled-down versions of flagship AI chips will impede U.S. efforts to maintain its lead in artificial intelligence.</p><p>But Nvidia and others argue that it is important to retain Chinese interest in its chips - which work with Nvidia&#39;s software tools - so that developers do not completely switch over to offerings from rivals like Huawei.</p><p>Huawei has made great strides in chip development, with its latest models said to be on par with Nvidia in some aspects like computing power, though analysts say it lags in key areas such as software ecosystem support and memory bandwidth capabilities.</p><p>Complicating Nvidia&#39;s efforts to retain market share in China, Chinese state media have also in recent weeks alleged that the U.S firm&#39;s chips could pose security risks, and authorities have cautioned Chinese tech firms about purchasing the H20. Nvidia says its chips carry no backdoor risks.</p><p>Nvidia is also preparing to start delivering a separate new China-specific chip based on its Blackwell architecture and designed primarily for AI inference tasks, according to two other people familiar with those plans.</p><p>Reuters reported in May that this chip, currently dubbed the RTX6000D, will sell for less than the H20, reflecting weaker specifications and simpler manufacturing requirements.</p><p>The chip is designed to fall under thresholds set by the U.S. government. It uses conventional GDDR memory and features memory bandwidth of 1,398 gigabytes per second, just below the 1.4 terabyte threshold established by restrictions introduced in April that led to the initial H20 ban.</p><p>Nvidia is set to deliver small batches of RTX6000D to Chinese clients in September, said one of the people.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250819:nL1N3UA01T:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2560686661","content_text":"Potential new chip based on latest Blackwell architecture, sources sayTrump has said he may allow Nvidia to sell more advanced chips in ChinaBut outlook for regulatory approval seen as highly uncertainNvidia hoping to deliver samples as early as next month, sources sayNVIDIA is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the matter said.U.S. President Donald Trump last week opened the door to the possibility of more advanced Nvidia chips being sold in China. But the sources noted U.S. regulatory approval is far from guaranteed amid deep-seated fears in Washington about giving China too much access to U.S. artificial intelligence technology.The new chip, tentatively known as the B30A, will use a single-die design that is likely to deliver half the raw computing power of the more sophisticated dual-die configuration in Nvidia's flagship B300 accelerator card, the sources said.A single-die design is when all the main parts of an integrated circuit are made on one continuous piece of silicon rather than split across multiple dies.The new chip would have high-bandwidth memory and Nvidia's NVLink technology for fast data transmission between processors, features that are also in the H20 - a chip based on the company's older Hopper architecture.The chip's specifications are not completely finalised but Nvidia hopes to deliver samples to Chinese clients for testing as early as next month, said the sources who were not authorised to speak to media and declined to be identified.Nvidia said in a statement: \"We evaluate a variety of products for our roadmap, so that we can be prepared to compete to the extent that governments allow.\"\"Everything we offer is with the full approval of the applicable authorities and designed solely for beneficial commercial use,\" it said.The U.S. Department of Commerce did not respond to a Reuters request for comment.FLASHPOINTThe extent to which China, which generated 13% of Nvidia's revenue in the past financial year, can have access to cutting-edge AI chips is one of the biggest flashpoints in U.S.-Sino trade tensions.Nvidia only received permission in July to recommence sales of the H20. It was developed specifically for China after export restrictions were put in place in 2023, but company was abruptly ordered to stop sales in April.Trump said last week he might allow Nvidia to sell a scaled-down version of its next-generation chip in China after announcing an unprecedented deal that will see Nvidia and rival AMD give the U.S. government 15% of revenue from sales of some advanced chips in China.A new Nvidia chip for China might have \"30% to 50% off\", he suggested in an apparent reference to the chip's computing power, adding that the H20 was \"obsolete\".U.S. legislators, both Democratic and Republican, have worried that access to even scaled-down versions of flagship AI chips will impede U.S. efforts to maintain its lead in artificial intelligence.But Nvidia and others argue that it is important to retain Chinese interest in its chips - which work with Nvidia's software tools - so that developers do not completely switch over to offerings from rivals like Huawei.Huawei has made great strides in chip development, with its latest models said to be on par with Nvidia in some aspects like computing power, though analysts say it lags in key areas such as software ecosystem support and memory bandwidth capabilities.Complicating Nvidia's efforts to retain market share in China, Chinese state media have also in recent weeks alleged that the U.S firm's chips could pose security risks, and authorities have cautioned Chinese tech firms about purchasing the H20. Nvidia says its chips carry no backdoor risks.Nvidia is also preparing to start delivering a separate new China-specific chip based on its Blackwell architecture and designed primarily for AI inference tasks, according to two other people familiar with those plans.Reuters reported in May that this chip, currently dubbed the RTX6000D, will sell for less than the H20, reflecting weaker specifications and simpler manufacturing requirements.The chip is designed to fall under thresholds set by the U.S. government. It uses conventional GDDR memory and features memory bandwidth of 1,398 gigabytes per second, just below the 1.4 terabyte threshold established by restrictions introduced in April that led to the initial H20 ban.Nvidia is set to deliver small batches of RTX6000D to Chinese clients in September, said one of the people.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467905612685824,"gmtCreate":1755272426817,"gmtModify":1755272430347,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467905612685824","repostId":"465429871108712","repostType":1,"repost":{"id":465429871108712,"gmtCreate":1754634839859,"gmtModify":1754642402667,"author":{"id":"3527667671414981","authorId":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667671414981","idStr":"3527667671414981"},"themes":[],"title":"@Pilates: From Business Owner to Options Queen — How She Found Her Second Wind","htmlText":"Meet <a href=\"https://ttm.financial/U/4094752757272870\">@Pilates</a> — a star contributor in the Tiger Community. Pilates — a self-taught trader and former small business owner who transformed a personal interest into a consistent track record of success in the world of options trading. Her journey began with a rocky start, investing on her father’s recommendation, which unfortunately didn’t go as planned. But setbacks didn’t stop her.With encouragement and support from friends, she re-entered the market, this time discovering her true passion in trading options. What started as a hobby quickly evolved into a serious pursuit.Want to know her real-time trading? <a href=\"https://www.laohu8.com/J/starInvestor?uuid=4094752757272870\" target=\"_blank\">Click to view her trading information, and su</a>","listText":"Meet <a href=\"https://ttm.financial/U/4094752757272870\">@Pilates</a> — a star contributor in the Tiger Community. Pilates — a self-taught trader and former small business owner who transformed a personal interest into a consistent track record of success in the world of options trading. Her journey began with a rocky start, investing on her father’s recommendation, which unfortunately didn’t go as planned. But setbacks didn’t stop her.With encouragement and support from friends, she re-entered the market, this time discovering her true passion in trading options. What started as a hobby quickly evolved into a serious pursuit.Want to know her real-time trading? <a href=\"https://www.laohu8.com/J/starInvestor?uuid=4094752757272870\" target=\"_blank\">Click to view her trading information, and su</a>","text":"Meet @Pilates — a star contributor in the Tiger Community. Pilates — a self-taught trader and former small business owner who transformed a personal interest into a consistent track record of success in the world of options trading. Her journey began with a rocky start, investing on her father’s recommendation, which unfortunately didn’t go as planned. But setbacks didn’t stop her.With encouragement and support from friends, she re-entered the market, this time discovering her true passion in trading options. What started as a hobby quickly evolved into a serious pursuit.Want to know her real-time trading? Click to view her trading information, and su","images":[{"img":"https://community-static.tradeup.com/news/97bd935cbd1145900d5627796001dbdc"},{"img":"https://community-static.tradeup.com/news/1c12ed3fe2302ab7c17fa439d6720e29"},{"img":"https://community-static.tradeup.com/news/8bb30c6f9520a576030b6092417f14ba"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465429871108712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":468029690421584,"gmtCreate":1755264465471,"gmtModify":1755267994581,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Interest Rate, unemployment rate, CPI and GDP.","listText":"Interest Rate, unemployment rate, CPI and GDP.","text":"Interest Rate, unemployment rate, CPI and GDP.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/468029690421584","repostId":"1167763427","repostType":2,"repost":{"id":"1167763427","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1755256596,"share":"https://ttm.financial/m/news/1167763427?lang=en_US&edition=fundamental","pubTime":"2025-08-15 19:16","market":"us","language":"en","title":"US Fed to Cut Rates in September and Once More This Year, Say Most Economists: Reuters Poll","url":"https://stock-news.laohu8.com/highlight/detail?id=1167763427","media":"Reuters","summary":"BENGALURU, Aug 15 (Reuters) - A Federal Reserve interest rate cut in September, the first this year, followed perhaps by another before year-end remains the base forecast for most economists polled...","content":"<html><head></head><body><p>BENGALURU, Aug 15 (Reuters) - A Federal Reserve interest rate cut in September, the first this year, followed perhaps by another before year-end remains the base forecast for most economists polled by Reuters amid rising concerns about the health of the world&#39;s biggest economy.</p><p>U.S. inflation is rising again, with more upward pressure expected from President Donald Trump&#39;s tariffs, and there have been big downward revisions to hiring figures over recent months that suggest the job market is weakening.</p><p style=\"text-align: start;\">Trump has berated Fed Chair Jerome Powell over his reluctance to cut rates. And at the July meeting there was clear divergence from the steady rates position among a minority of Federal Open Market Committee members.</p><p>Alongside simmering doubts over the Fed&#39;s independence from political interference and declining reliability of economic data, it has become more difficult for economists to make predictions with great conviction.</p><p>August is not typically a month for big forecast changes either. Many are waiting for the next round of inflation and jobs data, as well as a speech from Powell, his last at the Fed&#39;s annual Jackson Hole conference held this month as his term as Fed chief ends in May.</p><p>Economists are broadly sticking to a more cautious outlook than interest rate futures traders, whose pricing suggests a near-certainty of a September cut and strong likelihood of another, and the possibility of a third by year-end.</p><p>A 61% majority, 67 of 110, predicted the Fed would lower its benchmark interest rate by 25 basis points to 4.00%-4.25% on September 17 for the first time this year, up from 53% in July&#39;s survey. One forecast a 50 basis point move.</p><p>The remaining 42 said the Fed would hold rates again.</p><p>&#34;We think that market participants are excessively confident in a September cut, as they are misinterpreting both the FOMC&#39;s assessment of labor market conditions and its reaction function,&#34; wrote economists at Barclays in a note.</p><p>&#34;In our view, the main question is not so much about whether the Fed needs to ease policy to lean against job declines, but whether the situation warrants cuts on the grounds that the balance of risks has shifted away from inflation and toward the full employment mandate.&#34;</p><p>Over 60% of respondents, 68 of 110, predicted there would be either one or two rate cuts this year, broadly unchanged from last month. But there was no consensus on where the federal funds rate would be at end-2025.</p><p>A near-80% majority of economists who answered an extra question, fewer than the usual sample, said the inflation impact from tariffs would be temporary.</p><p>A 68% majority also expected no serious erosion of the Fed&#39;s independence during the remainder of Powell&#39;s term.</p><p>Inflation forecasts were broadly unchanged from last month, averaging above the Fed&#39;s 2% target through at least 2027.</p><p>The unemployment rate was expected to be around the current 4.2% or slightly above over the next few years, suggesting economists have not yet fully responded to the recent sharp downward revisions to hiring and may do so in the next poll if August jobs data are also weak.</p><p>&#34;We come down on the side of thinking the Fed would prefer to retain optionality,&#34; said Michael Gapen, chief U.S. economist at Morgan Stanley.</p><p>&#34;This would leave room for a soft August employment report to open the door for cuts, or a reasonably strong employment report plus another round of firming in CPI inflation to keep the Fed on hold.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Fed to Cut Rates in September and Once More This Year, Say Most Economists: Reuters Poll</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Fed to Cut Rates in September and Once More This Year, Say Most Economists: Reuters Poll\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-15 19:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BENGALURU, Aug 15 (Reuters) - A Federal Reserve interest rate cut in September, the first this year, followed perhaps by another before year-end remains the base forecast for most economists polled by Reuters amid rising concerns about the health of the world&#39;s biggest economy.</p><p>U.S. inflation is rising again, with more upward pressure expected from President Donald Trump&#39;s tariffs, and there have been big downward revisions to hiring figures over recent months that suggest the job market is weakening.</p><p style=\"text-align: start;\">Trump has berated Fed Chair Jerome Powell over his reluctance to cut rates. And at the July meeting there was clear divergence from the steady rates position among a minority of Federal Open Market Committee members.</p><p>Alongside simmering doubts over the Fed&#39;s independence from political interference and declining reliability of economic data, it has become more difficult for economists to make predictions with great conviction.</p><p>August is not typically a month for big forecast changes either. Many are waiting for the next round of inflation and jobs data, as well as a speech from Powell, his last at the Fed&#39;s annual Jackson Hole conference held this month as his term as Fed chief ends in May.</p><p>Economists are broadly sticking to a more cautious outlook than interest rate futures traders, whose pricing suggests a near-certainty of a September cut and strong likelihood of another, and the possibility of a third by year-end.</p><p>A 61% majority, 67 of 110, predicted the Fed would lower its benchmark interest rate by 25 basis points to 4.00%-4.25% on September 17 for the first time this year, up from 53% in July&#39;s survey. One forecast a 50 basis point move.</p><p>The remaining 42 said the Fed would hold rates again.</p><p>&#34;We think that market participants are excessively confident in a September cut, as they are misinterpreting both the FOMC&#39;s assessment of labor market conditions and its reaction function,&#34; wrote economists at Barclays in a note.</p><p>&#34;In our view, the main question is not so much about whether the Fed needs to ease policy to lean against job declines, but whether the situation warrants cuts on the grounds that the balance of risks has shifted away from inflation and toward the full employment mandate.&#34;</p><p>Over 60% of respondents, 68 of 110, predicted there would be either one or two rate cuts this year, broadly unchanged from last month. But there was no consensus on where the federal funds rate would be at end-2025.</p><p>A near-80% majority of economists who answered an extra question, fewer than the usual sample, said the inflation impact from tariffs would be temporary.</p><p>A 68% majority also expected no serious erosion of the Fed&#39;s independence during the remainder of Powell&#39;s term.</p><p>Inflation forecasts were broadly unchanged from last month, averaging above the Fed&#39;s 2% target through at least 2027.</p><p>The unemployment rate was expected to be around the current 4.2% or slightly above over the next few years, suggesting economists have not yet fully responded to the recent sharp downward revisions to hiring and may do so in the next poll if August jobs data are also weak.</p><p>&#34;We come down on the side of thinking the Fed would prefer to retain optionality,&#34; said Michael Gapen, chief U.S. economist at Morgan Stanley.</p><p>&#34;This would leave room for a soft August employment report to open the door for cuts, or a reasonably strong employment report plus another round of firming in CPI inflation to keep the Fed on hold.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167763427","content_text":"BENGALURU, Aug 15 (Reuters) - A Federal Reserve interest rate cut in September, the first this year, followed perhaps by another before year-end remains the base forecast for most economists polled by Reuters amid rising concerns about the health of the world's biggest economy.U.S. inflation is rising again, with more upward pressure expected from President Donald Trump's tariffs, and there have been big downward revisions to hiring figures over recent months that suggest the job market is weakening.Trump has berated Fed Chair Jerome Powell over his reluctance to cut rates. And at the July meeting there was clear divergence from the steady rates position among a minority of Federal Open Market Committee members.Alongside simmering doubts over the Fed's independence from political interference and declining reliability of economic data, it has become more difficult for economists to make predictions with great conviction.August is not typically a month for big forecast changes either. Many are waiting for the next round of inflation and jobs data, as well as a speech from Powell, his last at the Fed's annual Jackson Hole conference held this month as his term as Fed chief ends in May.Economists are broadly sticking to a more cautious outlook than interest rate futures traders, whose pricing suggests a near-certainty of a September cut and strong likelihood of another, and the possibility of a third by year-end.A 61% majority, 67 of 110, predicted the Fed would lower its benchmark interest rate by 25 basis points to 4.00%-4.25% on September 17 for the first time this year, up from 53% in July's survey. One forecast a 50 basis point move.The remaining 42 said the Fed would hold rates again.\"We think that market participants are excessively confident in a September cut, as they are misinterpreting both the FOMC's assessment of labor market conditions and its reaction function,\" wrote economists at Barclays in a note.\"In our view, the main question is not so much about whether the Fed needs to ease policy to lean against job declines, but whether the situation warrants cuts on the grounds that the balance of risks has shifted away from inflation and toward the full employment mandate.\"Over 60% of respondents, 68 of 110, predicted there would be either one or two rate cuts this year, broadly unchanged from last month. But there was no consensus on where the federal funds rate would be at end-2025.A near-80% majority of economists who answered an extra question, fewer than the usual sample, said the inflation impact from tariffs would be temporary.A 68% majority also expected no serious erosion of the Fed's independence during the remainder of Powell's term.Inflation forecasts were broadly unchanged from last month, averaging above the Fed's 2% target through at least 2027.The unemployment rate was expected to be around the current 4.2% or slightly above over the next few years, suggesting economists have not yet fully responded to the recent sharp downward revisions to hiring and may do so in the next poll if August jobs data are also weak.\"We come down on the side of thinking the Fed would prefer to retain optionality,\" said Michael Gapen, chief U.S. economist at Morgan Stanley.\"This would leave room for a soft August employment report to open the door for cuts, or a reasonably strong employment report plus another round of firming in CPI inflation to keep the Fed on hold.\"","news_type":1,"symbols_score_info":{".SPX":1.1,".IXIC":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467195703931768,"gmtCreate":1755099111938,"gmtModify":1755099114309,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467195703931768","repostId":"1184188413","repostType":2,"repost":{"id":"1184188413","kind":"news","pubTimestamp":1752623225,"share":"https://ttm.financial/m/news/1184188413?lang=en_US&edition=fundamental","pubTime":"2025-07-16 07:47","market":"hk","language":"en","title":"Hong Kong Stock Concept Watch: Unitree Robotics CEO Wang Xingxing Predicts Accelerated Humanoid Robot Deployment Within 3-5 Years; Key Companies to Monitor (With Related Stocks)","url":"https://stock-news.laohu8.com/highlight/detail?id=1184188413","media":"Stock Track","summary":"The humanoid robotics sector is gaining renewed momentum amid multiple catalysts. At a July 15 press conference hosted by China's State Council Information Office, Wang Xingxing, Founder and CEO of...","content":"<p>The humanoid robotics sector is gaining renewed momentum amid multiple catalysts. At a July 15 press conference hosted by China's State Council Information Office, Wang Xingxing, Founder and CEO of Hangzhou Unitree Robotics, emphasized that while humanoid robots remain in their early developmental phase, their commercial adoption will dramatically accelerate over the next three to five years. Applications across industrial settings, service environments, and hazardous operations are poised for rapid implementation.</p>\n<p>Capital markets have responded fervently to recent breakthroughs. On July 8, Shang Wei New Materials announced that embodied intelligence leader Zhiyuan Robotics plans to acquire controlling interest through a shareholding platform via negotiated share transfers and voluntary tender offers. Though Zhiyuan clarified this transaction doesn’t constitute a backdoor listing and operations will continue unchanged, this strategic move represents a watershed moment for humanoid robotics in financial markets. Following the disclosure, Shang Wei New Materials’ stock surged with four consecutive 20% limit-up gains.</p>\n<p>Another major catalyst emerged when Zhiyuan Robotics and Unitree secured China Mobile’s landmark 124.05 million yuan (tax-inclusive) contract for humanoid bipedal robot manufacturing services—the sector’s largest domestic procurement order to date. This signals the industry’s transition from technical validation to commercial scaling. The project comprises two packages: Package 1 (78 million yuan) awarded to Zhiyuan for full-size humanoid robots, and Package 2 (46.05 million yuan) granted to Unitree for compact humanoid robots, computing backpacks, and five-fingered dexterous hands.</p>\n<p>Simultaneously, Tesla CEO Elon Musk teased an \"epically mind-blowing\" year-end demonstration on platform X, fueling speculation about Optimus Gen 3 developments. Musk confirmed Optimus versions 2.5 and 3 will achieve human-level agility. In parallel, his brain-computer interface venture Neuralink achieved critical progress last month—implanted chips can now fully control Optimus robots while accessing all sensor data.</p>\n<p>Market projections underscore explosive growth potential. GGII estimates the global humanoid robot market will reach $1 billion in 2024 with 11,900 units shipped, ballooning to $15.1 billion and 680,000 units annually by 2030. Wanlian Securities notes commercialization dawns as cost reduction becomes pivotal; long-term success hinges on overcoming pricing barriers. Investors should prioritize companies mastering core component technologies for mass production and domestic suppliers positioned for industry expansion.</p>\n<p>Cinda Securities highlights lightweighting as the next evolutionary frontier. Rising demands for extended battery life and motion responsiveness are accelerating adoption of weight-reduction technologies. Optimus Gen 2 demonstrated a 30% gait speed improvement after shedding 10kg, validating lightweighting’s performance benefits. The firm recommends two material categories: 1) cost-efficient magnesium alloys and 2) engineering plastics like PEEK with superior weight advantages.</p>\n<p>Key concept stocks analysis:\n• UBTECH (09880): Its 172cm TianGong research/education humanoid robot, launched in March with Beijing Humanoid Robot Innovation Center, has secured over 100 orders. Beyond industrial models Walker S1/S2 and commercial Walker C, the company expects over 300 education-sector deliveries this year alone. Production lines are expanding to meet soaring global demand.\n• Horizon Robotics-W (09660): Daiwa forecasts 57.5% sales CAGR from 2025-2027 with profitability by 2028, initiating coverage at \"Buy\" and a HK$7.45 target. Leveraging unique hardware-software integration, its ADAS chip solutions should capture 54% of China’s EV market by 2027 through mass-market penetration.\n• Tsugami China (01651): As ball screws form the core of humanoid robots’ linear actuators, its precision CNC machinery portfolio covers five categories including automatic lathes, turret lathes, and machining centers.\n• GAC Group (02238): Robotics lead Zhang Aimin outlined a clear roadmap: self-developed components will launch globally in 2025 alongside GoMate robot pilot applications; small-batch production exceeding 30 million yuan output in 2026; and mass production scaling in 2027.\n• RoboSense (02498): With comprehensive capabilities spanning perception, actuation, computing, and ecosystem collaboration, it partners with 20+ global humanoid robotics firms including Unitree and Shanghai Humanoid.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stock Concept Watch: Unitree Robotics CEO Wang Xingxing Predicts Accelerated Humanoid Robot Deployment Within 3-5 Years; Key Companies to Monitor (With Related Stocks)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Stock Concept Watch: Unitree Robotics CEO Wang Xingxing Predicts Accelerated Humanoid Robot Deployment Within 3-5 Years; Key Companies to Monitor (With Related Stocks)\n</h2>\n\n<h4 class=\"meta\">\n\n2025-07-16 07:47 北京时间&nbsp;&nbsp;&nbsp;<strong>Stock Track</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The humanoid robotics sector is gaining renewed momentum amid multiple catalysts. At a July 15 press conference hosted by China's State Council Information Office, Wang Xingxing, Founder and CEO of ...</p>\n\n<a href=\"\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184188413","content_text":"The humanoid robotics sector is gaining renewed momentum amid multiple catalysts. At a July 15 press conference hosted by China's State Council Information Office, Wang Xingxing, Founder and CEO of Hangzhou Unitree Robotics, emphasized that while humanoid robots remain in their early developmental phase, their commercial adoption will dramatically accelerate over the next three to five years. Applications across industrial settings, service environments, and hazardous operations are poised for rapid implementation.\nCapital markets have responded fervently to recent breakthroughs. On July 8, Shang Wei New Materials announced that embodied intelligence leader Zhiyuan Robotics plans to acquire controlling interest through a shareholding platform via negotiated share transfers and voluntary tender offers. Though Zhiyuan clarified this transaction doesn’t constitute a backdoor listing and operations will continue unchanged, this strategic move represents a watershed moment for humanoid robotics in financial markets. Following the disclosure, Shang Wei New Materials’ stock surged with four consecutive 20% limit-up gains.\nAnother major catalyst emerged when Zhiyuan Robotics and Unitree secured China Mobile’s landmark 124.05 million yuan (tax-inclusive) contract for humanoid bipedal robot manufacturing services—the sector’s largest domestic procurement order to date. This signals the industry’s transition from technical validation to commercial scaling. The project comprises two packages: Package 1 (78 million yuan) awarded to Zhiyuan for full-size humanoid robots, and Package 2 (46.05 million yuan) granted to Unitree for compact humanoid robots, computing backpacks, and five-fingered dexterous hands.\nSimultaneously, Tesla CEO Elon Musk teased an \"epically mind-blowing\" year-end demonstration on platform X, fueling speculation about Optimus Gen 3 developments. Musk confirmed Optimus versions 2.5 and 3 will achieve human-level agility. In parallel, his brain-computer interface venture Neuralink achieved critical progress last month—implanted chips can now fully control Optimus robots while accessing all sensor data.\nMarket projections underscore explosive growth potential. GGII estimates the global humanoid robot market will reach $1 billion in 2024 with 11,900 units shipped, ballooning to $15.1 billion and 680,000 units annually by 2030. Wanlian Securities notes commercialization dawns as cost reduction becomes pivotal; long-term success hinges on overcoming pricing barriers. Investors should prioritize companies mastering core component technologies for mass production and domestic suppliers positioned for industry expansion.\nCinda Securities highlights lightweighting as the next evolutionary frontier. Rising demands for extended battery life and motion responsiveness are accelerating adoption of weight-reduction technologies. Optimus Gen 2 demonstrated a 30% gait speed improvement after shedding 10kg, validating lightweighting’s performance benefits. The firm recommends two material categories: 1) cost-efficient magnesium alloys and 2) engineering plastics like PEEK with superior weight advantages.\nKey concept stocks analysis:\n• UBTECH (09880): Its 172cm TianGong research/education humanoid robot, launched in March with Beijing Humanoid Robot Innovation Center, has secured over 100 orders. Beyond industrial models Walker S1/S2 and commercial Walker C, the company expects over 300 education-sector deliveries this year alone. Production lines are expanding to meet soaring global demand.\n• Horizon Robotics-W (09660): Daiwa forecasts 57.5% sales CAGR from 2025-2027 with profitability by 2028, initiating coverage at \"Buy\" and a HK$7.45 target. Leveraging unique hardware-software integration, its ADAS chip solutions should capture 54% of China’s EV market by 2027 through mass-market penetration.\n• Tsugami China (01651): As ball screws form the core of humanoid robots’ linear actuators, its precision CNC machinery portfolio covers five categories including automatic lathes, turret lathes, and machining centers.\n• GAC Group (02238): Robotics lead Zhang Aimin outlined a clear roadmap: self-developed components will launch globally in 2025 alongside GoMate robot pilot applications; small-batch production exceeding 30 million yuan output in 2026; and mass production scaling in 2027.\n• RoboSense (02498): With comprehensive capabilities spanning perception, actuation, computing, and ecosystem collaboration, it partners with 20+ global humanoid robotics firms including Unitree and Shanghai Humanoid.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467194045296664,"gmtCreate":1755099028834,"gmtModify":1755099032462,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467194045296664","repostId":"2552473462","repostType":2,"repost":{"id":"2552473462","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1752838627,"share":"https://ttm.financial/m/news/2552473462?lang=en_US&edition=fundamental","pubTime":"2025-07-18 19:37","market":"nz","language":"en","title":"China's Unitree Robotics starts IPO process","url":"https://stock-news.laohu8.com/highlight/detail?id=2552473462","media":"Reuters","summary":"UPDATE 1-China's Unitree Robotics starts IPO processAdds context in paragraphs 3-5","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>UPDATE 1-China's Unitree Robotics starts IPO process</title></head><body><p>Adds context in paragraphs 3-5</p><p>\n<span>BEIJING, July 18 (Reuters)</span><span> - </span>Chinese startup Unitree Robotics has begun the so-called \"tutoring\" process for a potential initial public offering, a filing with the securities regulator showed on Friday.</p><p>     CITIC Securities is acting as the company's tutoring institution and is scheduled to assist Unitree in preparing the listing application documents in accordance with relevant regulations in the fourth quarter of this year.</p><p>Hangzhou-based Unitree's movement towards a listing will look to tap investor interest in humanoid robots, a frontier industry that China is well positioned to lead, thanks in part to its diverse and largely self-sufficient manufacturing supply chains, as well as an abundance of local government subsidies and favourable policies.</p><p>While Chinese humanoid robots such as Unitree's G1 are still only being trialled on factory floors and other settings, the industry is investing heavily in the <span>artificial intelligence</span> necessary to empower these robots with a \"brain\" that can make them more economically productive.</p><p>Unitree has won at least 90 Chinese government and university contracts for a total of 39 million yuan ($5.43 million) in the past five years, with over half of that revenue coming in the past year, according to a Reuters review of tenders.</p><p>($1 = 7.1776 Chinese yuan renminbi)</p><p> (Reporting by Beijing newsroomEditing by David Goodman, Kirsten Donovan)</p><p> ((qiaoyi.li@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's Unitree Robotics starts IPO process</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's Unitree Robotics starts IPO process\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-07-18 19:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>UPDATE 1-China's Unitree Robotics starts IPO process</title></head><body><p>Adds context in paragraphs 3-5</p><p>\n<span>BEIJING, July 18 (Reuters)</span><span> - </span>Chinese startup Unitree Robotics has begun the so-called \"tutoring\" process for a potential initial public offering, a filing with the securities regulator showed on Friday.</p><p>     CITIC Securities is acting as the company's tutoring institution and is scheduled to assist Unitree in preparing the listing application documents in accordance with relevant regulations in the fourth quarter of this year.</p><p>Hangzhou-based Unitree's movement towards a listing will look to tap investor interest in humanoid robots, a frontier industry that China is well positioned to lead, thanks in part to its diverse and largely self-sufficient manufacturing supply chains, as well as an abundance of local government subsidies and favourable policies.</p><p>While Chinese humanoid robots such as Unitree's G1 are still only being trialled on factory floors and other settings, the industry is investing heavily in the <span>artificial intelligence</span> necessary to empower these robots with a \"brain\" that can make them more economically productive.</p><p>Unitree has won at least 90 Chinese government and university contracts for a total of 39 million yuan ($5.43 million) in the past five years, with over half of that revenue coming in the past year, according to a Reuters review of tenders.</p><p>($1 = 7.1776 Chinese yuan renminbi)</p><p> (Reporting by Beijing newsroomEditing by David Goodman, Kirsten Donovan)</p><p> ((qiaoyi.li@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600030":"中信证券","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU2289578879.USD":"ALLIANZ CHINA A OPPORTUNITIES \"AT\" (USD) ACC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU1997245177.USD":"安联神洲A股基金","BK0196":"行业龙头","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","BK0183":"MSCI概念","BK0188":"融资融券","BK0012":"证金概念","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","BK0028":"国家队","BK0276":"资本市场"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250718:nL1N3TF0CJ:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2552473462","content_text":"UPDATE 1-China's Unitree Robotics starts IPO processAdds context in paragraphs 3-5\nBEIJING, July 18 (Reuters) - Chinese startup Unitree Robotics has begun the so-called \"tutoring\" process for a potential initial public offering, a filing with the securities regulator showed on Friday.     CITIC Securities is acting as the company's tutoring institution and is scheduled to assist Unitree in preparing the listing application documents in accordance with relevant regulations in the fourth quarter of this year.Hangzhou-based Unitree's movement towards a listing will look to tap investor interest in humanoid robots, a frontier industry that China is well positioned to lead, thanks in part to its diverse and largely self-sufficient manufacturing supply chains, as well as an abundance of local government subsidies and favourable policies.While Chinese humanoid robots such as Unitree's G1 are still only being trialled on factory floors and other settings, the industry is investing heavily in the artificial intelligence necessary to empower these robots with a \"brain\" that can make them more economically productive.Unitree has won at least 90 Chinese government and university contracts for a total of 39 million yuan ($5.43 million) in the past five years, with over half of that revenue coming in the past year, according to a Reuters review of tenders.($1 = 7.1776 Chinese yuan renminbi) (Reporting by Beijing newsroomEditing by David Goodman, Kirsten Donovan) ((qiaoyi.li@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"600030":0.9}},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465316596576544,"gmtCreate":1754627572221,"gmtModify":1754627576164,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465316596576544","repostId":"2557648353","repostType":2,"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463819650994680,"gmtCreate":1754266656288,"gmtModify":1754266658643,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463819650994680","repostId":"1129364986","repostType":2,"repost":{"id":"1129364986","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1754264044,"share":"https://ttm.financial/m/news/1129364986?lang=en_US&edition=fundamental","pubTime":"2025-08-04 07:34","market":"us","language":"en","title":"Trump Will Remake the Fed. Lower Rates Are Just the Start","url":"https://stock-news.laohu8.com/highlight/detail?id=1129364986","media":"Dow Jones","summary":"President Donald Trump wants “one thing” that should be “very simple,” he said during his recent visit to the Federal Reserve in Washington, D.C. He wants interest rates to come down by a lot,...","content":"<html><head></head><body><p>President Donald Trump wants “one thing” that should be “very simple,” he said during his recent visit to the Federal Reserve in Washington, D.C. He wants interest rates to come down by a lot, quickly.</p><p>He will get that, and probably much more, under the next Fed chair. To win Trump’s nomination and the Senate’s confirmation, the candidates in line to replace current Fed Chair Jerome Powell, whose term ends on May 15, 2026, are wrapping their proposals for interest-rate cuts in far-reaching plans for change. The result is likely to be an overhaul on a scale the Fed hasn’t seen in decades.</p><p>Changes on the table include re-examining the central bank’s fundamental mission, changing the way it thinks about inflation and interest rates, cutting staff, and reorganizing or even reducing the number of regional reserve banks.</p><p>Exactly how these changes will affect markets and the economy is difficult to project at this stage, in part because each of the candidates would put their own spin on any plans. But the structural changes coming to the Fed are likely to amplify the economic uncertainty that has marked the second Trump presidency. Economists and investors who have become accustomed to hearing the Fed chair deliver an analysis of the economy every six weeks or so will be in for something different—perhaps radically so.</p><p>Fed Gov. Adriana Kugler’s decision to step down ahead of schedule gives the president an immediate opening on the Fed’s board. With the ear of the president, a supportive Senate, and buoyant markets, the new Fed chair could begin rewiring the institution in just a matter of months. “Rate cuts are the place to begin. They’re not the place to end,” said Kevin Warsh, one of the prominent candidates to replace Powell, in a recent TV interview.</p><p>What needs to happen is nothing less than “regime change” at the Fed, Warsh said.</p><h2 id=\"id_764447762\">A Fed in Flux</h2><p>The case for regime change depends on who is making it, but a broad critique of the Fed has emerged during the Powell era, which began in 2018. The Fed has grown from an institution narrowly focused on setting interest rates to one whose execution of monetary policy now supports fiscal policy and influences the U.S. economy in unintended ways, say opponents of its recent actions. The Fed’s giant asset purchases, most recently executed during the Covid-19 pandemic, have held down bond yields and enabled more government spending, while simultaneously lining Wall Street’s pockets. The central bank believes itself to be unaccountable to the president on monetary policy, even as it has made critical mistakes such as allowing Covid-era inflation to spike.</p><p>Fed officials have become economic sages of a sort, publicly rendering opinions about the course of the economy without committing to any particular economic theory. What the Powell Fed sees as institutional nimbleness and intellectual flexibility, its critics see as poorly disciplined thinking and overreliance on a powerful research staff. The problems have gone so deep that the entire institution needs to be overhauled, they argue.</p><p>Trump said during his July 24 visit to the Fed that he has “two people, maybe three” in mind for the next chair. Warsh, a former Fed governor who works with investor Stanley Druckenmiller, is one. Another is National Economic Council Director Kevin Hassett, an experienced macroeconomist who specializes in taxation and is a close ally of Trump’s. The Senate would probably easily confirm either of them.</p><p>The dark-horse candidates include Treasury Secretary Scott Bessent, who is frequently mentioned but has said he is happy with his current job. Sitting Fed Gov. Christopher Waller has said he supports cutting rates immediately and would take the job if the president offered it. “But he’s not talking to me,” Waller told Bloomberg on July 18.</p><p>Other possible contenders include former World Bank President David Malpass, recently confirmed Fed Vice Chair of Supervision Michelle Bowman, and prominent conservative economist Arthur Laffer. More may yet emerge.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a9ede805a70e94fc02beabe83c5e42f\" tg-width=\"641\" tg-height=\"710\"/></p><p>Since taking charge, Powell has presided over a run-up in inflation that the Fed initially described as transitory, and a rapid run-up in rates has brought inflation back down, albeit not to the Fed’s 2% annual target. Powell’s defenders see the slide down in the consumer price index, from a peak of 9.1% in June 2022 to 2.7% in June 2025, all without a recession, as a legacy-defining success.</p><p>Meanwhile, the Fed’s balance sheet remains swollen at $6.7 trillion—but down from a peak of nearly $9 trillion after it conducted an emergency expansion during the Covid crisis.</p><p>The Fed’s staff has grown, too, to nearly 25,000 as of 2024, spread among the Washington D.C.–based Board of Governors and the 12 regional reserve banks. That reflects a rise of about 20% since 2010, according to research by Andrew Levin, a former Fed official now at Dartmouth College. Employment at other large federal agencies has fallen 9% in the same period, Levin found.</p><p>Powell said in May that he intends to reduce the Fed system’s staff by 10% over the next few years through attrition. “We are careful stewards of public resources, and sometimes you need to show that,” he later said, explaining the cuts.</p><h2 id=\"id_493763300\">A DOGE Moment for the Fed</h2><p>Cuts of just 10% may not be enough to satisfy the Fed’s critics. “All these Ph.Ds over there, I don’t know what they do,” Bessent said in a recent CNBC interview. “This is like universal basic income for academic economists.”</p><p>Bessent also called for a review of the Fed’s non-monetary-policy operations, saying the Fed has experienced “mission creep and institutional growth” that have led to questions about whether it can stick to its core business of managing monetary policy.</p><p>Former Trump adviser Larry Kudlow made a similar demand recently on his Fox Business show. “Where is the downsizing? Where is the reforming? Where is the auditing of the Fed?” Kudlow asked his guest, Hassett, on July 10.</p><p>“I think that you’re right, Larry,” Hassett responded. “Government has gotten very big throughout Washington, and one of the places that hasn’t really responded yet to the downsizing we’re talking about is the Federal Reserve.”</p><p>The White House didn’t respond to requests to make Hassett available for an interview or to emailed questions. The Fed declined to comment.</p><p>The Fed’s Board of Governors would need to approve staff cuts, and it isn’t clear how far they might go. Still, caution is merited, said William English, a former senior official at the board who is now a professor of finance at Yale University. “I’m not sure that’s an experiment I’d want to run, how much can I cut before I really do damage to the institution,” English said.</p><h2 id=\"id_2794334508\">An Audience of One </h2><p>The candidates for Fed chair are conducting an informal campaign in financial TV studios and think-tank auditoriums, but ultimately they need to win Trump’s favor. “I do worry about a public campaign with an audience of one, and everybody knowing what it is that that audience wants to hear,” says former Sen. Pat Toomey, a Republican from Pennsylvania who was the ranking member of the Senate Banking Committee, which has jurisdiction over the Fed.</p><p>Trump’s campaign to bully Powell into lowering rates “happens to be the wrong outcome for this moment, in my view,” says Toomey. “But it also neglects the structural changes that I think are necessary.”</p><p>President Donald Trump presents Federal Reserve Chair Jerome Powell with what Trump called a list of cost overruns for the Federal Reserve’s $2.5 billion headquarters renovation project, on July 24. (Chip Somodevilla/Getty Images)</p><p>While in Congress from 2011 to 2023, Toomey pushed for legislation he argued would make the Fed more accountable. One bill would have cut the ranks of regional reserve banks from 12 to five, among other changes. The regional banks are quasi-private institutions whose directors choose their leadership, unlike Fed governors who are appointed by the president and confirmed by the Senate.</p><p>Warsh has been especially vocal about the change he wants to see at the Fed. He wants to see “regime change in how we’re thinking about inflation, how we’re conducting policy, how we’re communicating. It is also regime change in terms of how we’re supervising and regulating banks,” Warsh recently told CNBC.</p><p>Advertisement - Scroll to Continue</p><p>Making that happen will require, as he put it in another recent interview, “breaking some heads” at the Fed, “because the way they’ve been doing business is not working.” He believes that the Fed is allowing inflation to fester because it misunderstands what drives sustained price increases.</p><p>Changes to how the Fed thinks about inflation and conducts monetary policy would be consequential. The changes it makes to the federal-funds rate can spur or hinder lending, driving expansion or contraction across the economy. Its discretion in determining rates is the heart of its independence, and its power.</p><p>It’s also the source of some of the Fed critics’ loudest complaints. Instead of allowing market forces to set rates, they are “fixed by a committee where 12 people vote eight times a year on what should be the interest rate,” says economist Judy Shelton.</p><p>Shelton was nominated for a Fed governorship by Trump in 2020, during his first term, but the Senate voted against advancing her nomination. She remains close with many Senate Republicans.</p><h2 id=\"id_3754666695\">Rewiring the Fed’s Policy Brain</h2><p>The Fed has long since moved away from a “black box” approach to monetary policy, as former Chair Ben Bernanke described it, when Fed officials used economic rules linking interest rates to growth and inflation without a clear understanding of how policy transmitted throughout the economy.</p><p>The Fed under Powell and other recent chairs isn’t bound by any particular rule in making its policy decisions. Powell frequently refers to the Fed’s decisions as being “data dependent.” He is driven by a profound sense of caution about the risks to the economy of policy errors: Tighten too soon and you snuff out growth; too late, and you allow inflation to accelerate.</p><p>In a 2018 speech, Powell described the Fed’s job as “navigating by the stars,” a reference to economic variables such as the natural rate of inflation, or R*, known as R-star. The problem with those variables is that they can’t be observed directly and can change over time. After reviewing literature on uncertainty, Powell concluded, “no single, simple approach to monetary policy is likely to be appropriate across a broad range of plausible scenarios.”</p><p>That caution may have gotten the best of Powell and other Fed officials on the Federal Open Market Committee as post-Covid inflation took off. The Fed initially judged that Covid-driven price increases would quickly subside—they would be “transitory.” But waiting to be sure also meant that the Fed didn’t start raising interest rates until inflation was already well under way.</p><p>“There’s only two problems with data dependence, the data and the dependence,” Warsh said in a speech to central bankers in April.</p><p>Powell and his colleagues try to apprise the markets and the public of their thinking and strategy through news conferences, speeches, and published forecasts of officials’ estimates of future economic trends and interest rates. The Fed’s critics see those efforts as merely compounding the Fed’s mistakes. “The Fed should stop publishing its forecasts, and go back behind the curtain,” Hassett wrote in 2023.</p><p>Warsh would do away with them, too, saying they hurt the Fed’s ability to take in new facts.</p><p>Congress gave the Fed a “dual mandate” to ensure price stability and full employment, a pair of policy goals that in practice provide the Fed with significant discretion. A chapter in the <em>Project 2025</em> policy agenda written by economist Paul Winfree and hailed by some conservatives urged the Fed to abandon the labor side of its dual mandate (that would require congressional approval). Winfree called for “major reform of the Federal Reserve’s core activity of manipulating interest rates and money,” which could be accomplished by returning to the gold standard, among other possibilities, in his view.</p><p>The Trump administration has said it had nothing to with drafting <em>Project 2025</em>, which is essentially a conservative policy wish list. But the section on the Fed endorses ideas drawn from a bubbling reform movement that is ready to seize the moment.</p><p>“President Trump’s focus on the renovation [of the Fed’s headquarters] is an attempt to put the Fed on the map for everyday Americans,” Winfree wrote in an email. He is president of the conservative Economic Policy Innovation Center.</p><h2 id=\"id_3809654067\">The Return of Monetarism</h2><p>Winfree’s chapter makes the case that the Fed has foolishly abandoned considerations of the size of the money supply in assessing inflation. That idea, known as monetarism, has a lot of support among the now-ascendant Fed reformers. They often make reference to economist Milton Friedman’s claim that “inflation is always and everywhere a monetary phenomenon,” a view that can be oversimplified to mean that printing too much money raises prices.</p><p>To a prominent set of Friedman’s modern-day acolytes, quantitative easing is the Fed’s greatest sin. That program was created in stages after the 2008-09 financial crisis and saw the Fed purchase trillions in Treasury securities, and later, certain mortgage securities, to help keep markets functioning and boost banking activity in times of stress. The effectiveness of the program is much debated even among the Fed’s defenders.</p><p>To the Fed’s critics, its effects are obvious: Trillions of dollars in new money has produced sharply higher inflation. Hassett, then working at a Washington, D.C., think tank, signed a 2010 open letter along with other prominent economists opposing the start of quantitative easing. It cited the risk of “currency debasement and inflation.”</p><p>Warsh, who was on the FOMC when the program was created, defends it as an emergency measure but says the Fed should have wound it down when the financial crisis ended. Tapering the Fed’s assets now would help it ease inflation, he argues, a position he describes as “practical monetarism.”</p><p>Powell’s defenders see the idea of a return to monetarism as somewhere between a benign distraction and a dangerous risk that might lead the Fed to needlessly overtighten monetary policy and prompt a recession. “On the issue of monetarism, Milton Friedman won the war but lost the battle,” says Frederic Mishkin, a former Fed governor who served with Warsh.</p><h2 id=\"id_3794146237\">The End of Fed Unity</h2><p>Trump’s choice of chair may not only usher in reforms to the Fed’s mission and structure, but also disrupt the operations of an institution that has prided itself on consensus. For critics who fear that the next Fed chair will simply dictate Trump’s wishes, the crucial question is, can the chair yoke the FOMC to his will?</p><p>“The chair has a lot of power in the sense that they set the agenda for FOMC meetings,” says Bill Dudley, a former president of the New York Fed and vice chair of the FOMC.</p><p>A particularly persuasive chair, like Greenspan, can use that agenda-setting power to bring the committee along when it is skeptical of his views. “But in terms of the actual monetary-policy decision, the chair can’t force the policy decision on the committee,” says Dudley.</p><p>Were the chair to attempt to force analytical conclusions on the staff, “at that point you just start having an exodus of talent out of the Federal Reserve,” he says.</p><p>Turmoil at the Fed would rile financial markets. The dollar sold off by nearly 9% in the first half of the year as global investors adjusted for the risk of institutional instability in the U.S. Changes at the Fed could reignite those trends.</p><p>Imagine that the next Fed chair attempts to take Trump’s rate-cutting demands at his word, says Alan Blinder, a former Fed vice chair who teaches economics at Princeton University. A new chair may succeed in pushing through a quarter-point cut, but Trump is demanding that the federal-funds rate come down three full percentage points. “I can well imagine a vote on the FOMC where there are nine or 10 dissents, and the chairman loses the vote,” Blinder says. “That in turn could cause pretty big reactions in the markets.”</p><p>Inflation expectations would rise, bringing interest rates up with them.</p><p>Dissents among FOMC voting members are “rare, and therefore loud,” Blinder says. “The Fed has often thought it important to speak and vote with one voice.”</p><p>From left: Federal Reserve Gov. Christopher Waller, Federal Reserve System Vice Chair Philip Jefferson, Fed Chairman Jerome Powell, Fed Vice Chair for Supervision Michelle Bowman, and Fed Gov. Lisa Cook, during a Fed Listens event in Washington, D.C., on March 22, 2024. (Al Drago/Bloomberg)</p><p>Trump’s appointment could end that, opening up a challenging new era in which the Fed is less predictable. The just-concluded July meeting saw the first two dissents by Fed governors since 1993. Bessent, the Treasury secretary, described it as a schism and sign that with just two more votes, Trump-aligned voices could have a majority of the board’s seven governors. (They could still be overruled with support of the regional bank presidents.)</p><p>Another unusual scenario could also unfold, Blinder notes. The Senate-confirmed Fed chair acts as the CEO of the Fed’s board of governors, but that position is technically distinct from the chair of the FOMC, which has the power to set rates. The FOMC chair “is always the chairman of the Fed, but it doesn’t have to be. It’s not in the law, it’s not in the rules, or anything like that,” says Blinder.</p><p>Were the Fed chair to be consistently in the minority on monetary-policy decisions, the other board members could seize power for themselves and appoint a new FOMC chair.</p><p>“I think there are very few people in the markets who know that fact,” Blinder says.</p><p>How it would play out is impossible to predict.</p><p>And that may be the biggest change that Trump will bring to the Fed. The U.S. central bank is set to transform into something resembling the modern-day Supreme Court, where polarized rulings have become the norm. Control of the FOMC seats would become an object of partisan warfare. Trump is scheduled to have only two appointments during his term, raising the stakes in the election to succeed him, much as the open Supreme Court seat in 2016 galvanized Republicans.</p><p>The Fed is a creation of the political system, and can be changed by it. And starting on May 16, 2026, someone new will have the chance to do just that.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Will Remake the Fed. Lower Rates Are Just the Start</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Will Remake the Fed. Lower Rates Are Just the Start\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-04 07:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>President Donald Trump wants “one thing” that should be “very simple,” he said during his recent visit to the Federal Reserve in Washington, D.C. He wants interest rates to come down by a lot, quickly.</p><p>He will get that, and probably much more, under the next Fed chair. To win Trump’s nomination and the Senate’s confirmation, the candidates in line to replace current Fed Chair Jerome Powell, whose term ends on May 15, 2026, are wrapping their proposals for interest-rate cuts in far-reaching plans for change. The result is likely to be an overhaul on a scale the Fed hasn’t seen in decades.</p><p>Changes on the table include re-examining the central bank’s fundamental mission, changing the way it thinks about inflation and interest rates, cutting staff, and reorganizing or even reducing the number of regional reserve banks.</p><p>Exactly how these changes will affect markets and the economy is difficult to project at this stage, in part because each of the candidates would put their own spin on any plans. But the structural changes coming to the Fed are likely to amplify the economic uncertainty that has marked the second Trump presidency. Economists and investors who have become accustomed to hearing the Fed chair deliver an analysis of the economy every six weeks or so will be in for something different—perhaps radically so.</p><p>Fed Gov. Adriana Kugler’s decision to step down ahead of schedule gives the president an immediate opening on the Fed’s board. With the ear of the president, a supportive Senate, and buoyant markets, the new Fed chair could begin rewiring the institution in just a matter of months. “Rate cuts are the place to begin. They’re not the place to end,” said Kevin Warsh, one of the prominent candidates to replace Powell, in a recent TV interview.</p><p>What needs to happen is nothing less than “regime change” at the Fed, Warsh said.</p><h2 id=\"id_764447762\">A Fed in Flux</h2><p>The case for regime change depends on who is making it, but a broad critique of the Fed has emerged during the Powell era, which began in 2018. The Fed has grown from an institution narrowly focused on setting interest rates to one whose execution of monetary policy now supports fiscal policy and influences the U.S. economy in unintended ways, say opponents of its recent actions. The Fed’s giant asset purchases, most recently executed during the Covid-19 pandemic, have held down bond yields and enabled more government spending, while simultaneously lining Wall Street’s pockets. The central bank believes itself to be unaccountable to the president on monetary policy, even as it has made critical mistakes such as allowing Covid-era inflation to spike.</p><p>Fed officials have become economic sages of a sort, publicly rendering opinions about the course of the economy without committing to any particular economic theory. What the Powell Fed sees as institutional nimbleness and intellectual flexibility, its critics see as poorly disciplined thinking and overreliance on a powerful research staff. The problems have gone so deep that the entire institution needs to be overhauled, they argue.</p><p>Trump said during his July 24 visit to the Fed that he has “two people, maybe three” in mind for the next chair. Warsh, a former Fed governor who works with investor Stanley Druckenmiller, is one. Another is National Economic Council Director Kevin Hassett, an experienced macroeconomist who specializes in taxation and is a close ally of Trump’s. The Senate would probably easily confirm either of them.</p><p>The dark-horse candidates include Treasury Secretary Scott Bessent, who is frequently mentioned but has said he is happy with his current job. Sitting Fed Gov. Christopher Waller has said he supports cutting rates immediately and would take the job if the president offered it. “But he’s not talking to me,” Waller told Bloomberg on July 18.</p><p>Other possible contenders include former World Bank President David Malpass, recently confirmed Fed Vice Chair of Supervision Michelle Bowman, and prominent conservative economist Arthur Laffer. More may yet emerge.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a9ede805a70e94fc02beabe83c5e42f\" tg-width=\"641\" tg-height=\"710\"/></p><p>Since taking charge, Powell has presided over a run-up in inflation that the Fed initially described as transitory, and a rapid run-up in rates has brought inflation back down, albeit not to the Fed’s 2% annual target. Powell’s defenders see the slide down in the consumer price index, from a peak of 9.1% in June 2022 to 2.7% in June 2025, all without a recession, as a legacy-defining success.</p><p>Meanwhile, the Fed’s balance sheet remains swollen at $6.7 trillion—but down from a peak of nearly $9 trillion after it conducted an emergency expansion during the Covid crisis.</p><p>The Fed’s staff has grown, too, to nearly 25,000 as of 2024, spread among the Washington D.C.–based Board of Governors and the 12 regional reserve banks. That reflects a rise of about 20% since 2010, according to research by Andrew Levin, a former Fed official now at Dartmouth College. Employment at other large federal agencies has fallen 9% in the same period, Levin found.</p><p>Powell said in May that he intends to reduce the Fed system’s staff by 10% over the next few years through attrition. “We are careful stewards of public resources, and sometimes you need to show that,” he later said, explaining the cuts.</p><h2 id=\"id_493763300\">A DOGE Moment for the Fed</h2><p>Cuts of just 10% may not be enough to satisfy the Fed’s critics. “All these Ph.Ds over there, I don’t know what they do,” Bessent said in a recent CNBC interview. “This is like universal basic income for academic economists.”</p><p>Bessent also called for a review of the Fed’s non-monetary-policy operations, saying the Fed has experienced “mission creep and institutional growth” that have led to questions about whether it can stick to its core business of managing monetary policy.</p><p>Former Trump adviser Larry Kudlow made a similar demand recently on his Fox Business show. “Where is the downsizing? Where is the reforming? Where is the auditing of the Fed?” Kudlow asked his guest, Hassett, on July 10.</p><p>“I think that you’re right, Larry,” Hassett responded. “Government has gotten very big throughout Washington, and one of the places that hasn’t really responded yet to the downsizing we’re talking about is the Federal Reserve.”</p><p>The White House didn’t respond to requests to make Hassett available for an interview or to emailed questions. The Fed declined to comment.</p><p>The Fed’s Board of Governors would need to approve staff cuts, and it isn’t clear how far they might go. Still, caution is merited, said William English, a former senior official at the board who is now a professor of finance at Yale University. “I’m not sure that’s an experiment I’d want to run, how much can I cut before I really do damage to the institution,” English said.</p><h2 id=\"id_2794334508\">An Audience of One </h2><p>The candidates for Fed chair are conducting an informal campaign in financial TV studios and think-tank auditoriums, but ultimately they need to win Trump’s favor. “I do worry about a public campaign with an audience of one, and everybody knowing what it is that that audience wants to hear,” says former Sen. Pat Toomey, a Republican from Pennsylvania who was the ranking member of the Senate Banking Committee, which has jurisdiction over the Fed.</p><p>Trump’s campaign to bully Powell into lowering rates “happens to be the wrong outcome for this moment, in my view,” says Toomey. “But it also neglects the structural changes that I think are necessary.”</p><p>President Donald Trump presents Federal Reserve Chair Jerome Powell with what Trump called a list of cost overruns for the Federal Reserve’s $2.5 billion headquarters renovation project, on July 24. (Chip Somodevilla/Getty Images)</p><p>While in Congress from 2011 to 2023, Toomey pushed for legislation he argued would make the Fed more accountable. One bill would have cut the ranks of regional reserve banks from 12 to five, among other changes. The regional banks are quasi-private institutions whose directors choose their leadership, unlike Fed governors who are appointed by the president and confirmed by the Senate.</p><p>Warsh has been especially vocal about the change he wants to see at the Fed. He wants to see “regime change in how we’re thinking about inflation, how we’re conducting policy, how we’re communicating. It is also regime change in terms of how we’re supervising and regulating banks,” Warsh recently told CNBC.</p><p>Advertisement - Scroll to Continue</p><p>Making that happen will require, as he put it in another recent interview, “breaking some heads” at the Fed, “because the way they’ve been doing business is not working.” He believes that the Fed is allowing inflation to fester because it misunderstands what drives sustained price increases.</p><p>Changes to how the Fed thinks about inflation and conducts monetary policy would be consequential. The changes it makes to the federal-funds rate can spur or hinder lending, driving expansion or contraction across the economy. Its discretion in determining rates is the heart of its independence, and its power.</p><p>It’s also the source of some of the Fed critics’ loudest complaints. Instead of allowing market forces to set rates, they are “fixed by a committee where 12 people vote eight times a year on what should be the interest rate,” says economist Judy Shelton.</p><p>Shelton was nominated for a Fed governorship by Trump in 2020, during his first term, but the Senate voted against advancing her nomination. She remains close with many Senate Republicans.</p><h2 id=\"id_3754666695\">Rewiring the Fed’s Policy Brain</h2><p>The Fed has long since moved away from a “black box” approach to monetary policy, as former Chair Ben Bernanke described it, when Fed officials used economic rules linking interest rates to growth and inflation without a clear understanding of how policy transmitted throughout the economy.</p><p>The Fed under Powell and other recent chairs isn’t bound by any particular rule in making its policy decisions. Powell frequently refers to the Fed’s decisions as being “data dependent.” He is driven by a profound sense of caution about the risks to the economy of policy errors: Tighten too soon and you snuff out growth; too late, and you allow inflation to accelerate.</p><p>In a 2018 speech, Powell described the Fed’s job as “navigating by the stars,” a reference to economic variables such as the natural rate of inflation, or R*, known as R-star. The problem with those variables is that they can’t be observed directly and can change over time. After reviewing literature on uncertainty, Powell concluded, “no single, simple approach to monetary policy is likely to be appropriate across a broad range of plausible scenarios.”</p><p>That caution may have gotten the best of Powell and other Fed officials on the Federal Open Market Committee as post-Covid inflation took off. The Fed initially judged that Covid-driven price increases would quickly subside—they would be “transitory.” But waiting to be sure also meant that the Fed didn’t start raising interest rates until inflation was already well under way.</p><p>“There’s only two problems with data dependence, the data and the dependence,” Warsh said in a speech to central bankers in April.</p><p>Powell and his colleagues try to apprise the markets and the public of their thinking and strategy through news conferences, speeches, and published forecasts of officials’ estimates of future economic trends and interest rates. The Fed’s critics see those efforts as merely compounding the Fed’s mistakes. “The Fed should stop publishing its forecasts, and go back behind the curtain,” Hassett wrote in 2023.</p><p>Warsh would do away with them, too, saying they hurt the Fed’s ability to take in new facts.</p><p>Congress gave the Fed a “dual mandate” to ensure price stability and full employment, a pair of policy goals that in practice provide the Fed with significant discretion. A chapter in the <em>Project 2025</em> policy agenda written by economist Paul Winfree and hailed by some conservatives urged the Fed to abandon the labor side of its dual mandate (that would require congressional approval). Winfree called for “major reform of the Federal Reserve’s core activity of manipulating interest rates and money,” which could be accomplished by returning to the gold standard, among other possibilities, in his view.</p><p>The Trump administration has said it had nothing to with drafting <em>Project 2025</em>, which is essentially a conservative policy wish list. But the section on the Fed endorses ideas drawn from a bubbling reform movement that is ready to seize the moment.</p><p>“President Trump’s focus on the renovation [of the Fed’s headquarters] is an attempt to put the Fed on the map for everyday Americans,” Winfree wrote in an email. He is president of the conservative Economic Policy Innovation Center.</p><h2 id=\"id_3809654067\">The Return of Monetarism</h2><p>Winfree’s chapter makes the case that the Fed has foolishly abandoned considerations of the size of the money supply in assessing inflation. That idea, known as monetarism, has a lot of support among the now-ascendant Fed reformers. They often make reference to economist Milton Friedman’s claim that “inflation is always and everywhere a monetary phenomenon,” a view that can be oversimplified to mean that printing too much money raises prices.</p><p>To a prominent set of Friedman’s modern-day acolytes, quantitative easing is the Fed’s greatest sin. That program was created in stages after the 2008-09 financial crisis and saw the Fed purchase trillions in Treasury securities, and later, certain mortgage securities, to help keep markets functioning and boost banking activity in times of stress. The effectiveness of the program is much debated even among the Fed’s defenders.</p><p>To the Fed’s critics, its effects are obvious: Trillions of dollars in new money has produced sharply higher inflation. Hassett, then working at a Washington, D.C., think tank, signed a 2010 open letter along with other prominent economists opposing the start of quantitative easing. It cited the risk of “currency debasement and inflation.”</p><p>Warsh, who was on the FOMC when the program was created, defends it as an emergency measure but says the Fed should have wound it down when the financial crisis ended. Tapering the Fed’s assets now would help it ease inflation, he argues, a position he describes as “practical monetarism.”</p><p>Powell’s defenders see the idea of a return to monetarism as somewhere between a benign distraction and a dangerous risk that might lead the Fed to needlessly overtighten monetary policy and prompt a recession. “On the issue of monetarism, Milton Friedman won the war but lost the battle,” says Frederic Mishkin, a former Fed governor who served with Warsh.</p><h2 id=\"id_3794146237\">The End of Fed Unity</h2><p>Trump’s choice of chair may not only usher in reforms to the Fed’s mission and structure, but also disrupt the operations of an institution that has prided itself on consensus. For critics who fear that the next Fed chair will simply dictate Trump’s wishes, the crucial question is, can the chair yoke the FOMC to his will?</p><p>“The chair has a lot of power in the sense that they set the agenda for FOMC meetings,” says Bill Dudley, a former president of the New York Fed and vice chair of the FOMC.</p><p>A particularly persuasive chair, like Greenspan, can use that agenda-setting power to bring the committee along when it is skeptical of his views. “But in terms of the actual monetary-policy decision, the chair can’t force the policy decision on the committee,” says Dudley.</p><p>Were the chair to attempt to force analytical conclusions on the staff, “at that point you just start having an exodus of talent out of the Federal Reserve,” he says.</p><p>Turmoil at the Fed would rile financial markets. The dollar sold off by nearly 9% in the first half of the year as global investors adjusted for the risk of institutional instability in the U.S. Changes at the Fed could reignite those trends.</p><p>Imagine that the next Fed chair attempts to take Trump’s rate-cutting demands at his word, says Alan Blinder, a former Fed vice chair who teaches economics at Princeton University. A new chair may succeed in pushing through a quarter-point cut, but Trump is demanding that the federal-funds rate come down three full percentage points. “I can well imagine a vote on the FOMC where there are nine or 10 dissents, and the chairman loses the vote,” Blinder says. “That in turn could cause pretty big reactions in the markets.”</p><p>Inflation expectations would rise, bringing interest rates up with them.</p><p>Dissents among FOMC voting members are “rare, and therefore loud,” Blinder says. “The Fed has often thought it important to speak and vote with one voice.”</p><p>From left: Federal Reserve Gov. Christopher Waller, Federal Reserve System Vice Chair Philip Jefferson, Fed Chairman Jerome Powell, Fed Vice Chair for Supervision Michelle Bowman, and Fed Gov. Lisa Cook, during a Fed Listens event in Washington, D.C., on March 22, 2024. (Al Drago/Bloomberg)</p><p>Trump’s appointment could end that, opening up a challenging new era in which the Fed is less predictable. The just-concluded July meeting saw the first two dissents by Fed governors since 1993. Bessent, the Treasury secretary, described it as a schism and sign that with just two more votes, Trump-aligned voices could have a majority of the board’s seven governors. (They could still be overruled with support of the regional bank presidents.)</p><p>Another unusual scenario could also unfold, Blinder notes. The Senate-confirmed Fed chair acts as the CEO of the Fed’s board of governors, but that position is technically distinct from the chair of the FOMC, which has the power to set rates. The FOMC chair “is always the chairman of the Fed, but it doesn’t have to be. It’s not in the law, it’s not in the rules, or anything like that,” says Blinder.</p><p>Were the Fed chair to be consistently in the minority on monetary-policy decisions, the other board members could seize power for themselves and appoint a new FOMC chair.</p><p>“I think there are very few people in the markets who know that fact,” Blinder says.</p><p>How it would play out is impossible to predict.</p><p>And that may be the biggest change that Trump will bring to the Fed. The U.S. central bank is set to transform into something resembling the modern-day Supreme Court, where polarized rulings have become the norm. Control of the FOMC seats would become an object of partisan warfare. Trump is scheduled to have only two appointments during his term, raising the stakes in the election to succeed him, much as the open Supreme Court seat in 2016 galvanized Republicans.</p><p>The Fed is a creation of the political system, and can be changed by it. And starting on May 16, 2026, someone new will have the chance to do just that.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129364986","content_text":"President Donald Trump wants “one thing” that should be “very simple,” he said during his recent visit to the Federal Reserve in Washington, D.C. He wants interest rates to come down by a lot, quickly.He will get that, and probably much more, under the next Fed chair. To win Trump’s nomination and the Senate’s confirmation, the candidates in line to replace current Fed Chair Jerome Powell, whose term ends on May 15, 2026, are wrapping their proposals for interest-rate cuts in far-reaching plans for change. The result is likely to be an overhaul on a scale the Fed hasn’t seen in decades.Changes on the table include re-examining the central bank’s fundamental mission, changing the way it thinks about inflation and interest rates, cutting staff, and reorganizing or even reducing the number of regional reserve banks.Exactly how these changes will affect markets and the economy is difficult to project at this stage, in part because each of the candidates would put their own spin on any plans. But the structural changes coming to the Fed are likely to amplify the economic uncertainty that has marked the second Trump presidency. Economists and investors who have become accustomed to hearing the Fed chair deliver an analysis of the economy every six weeks or so will be in for something different—perhaps radically so.Fed Gov. Adriana Kugler’s decision to step down ahead of schedule gives the president an immediate opening on the Fed’s board. With the ear of the president, a supportive Senate, and buoyant markets, the new Fed chair could begin rewiring the institution in just a matter of months. “Rate cuts are the place to begin. They’re not the place to end,” said Kevin Warsh, one of the prominent candidates to replace Powell, in a recent TV interview.What needs to happen is nothing less than “regime change” at the Fed, Warsh said.A Fed in FluxThe case for regime change depends on who is making it, but a broad critique of the Fed has emerged during the Powell era, which began in 2018. The Fed has grown from an institution narrowly focused on setting interest rates to one whose execution of monetary policy now supports fiscal policy and influences the U.S. economy in unintended ways, say opponents of its recent actions. The Fed’s giant asset purchases, most recently executed during the Covid-19 pandemic, have held down bond yields and enabled more government spending, while simultaneously lining Wall Street’s pockets. The central bank believes itself to be unaccountable to the president on monetary policy, even as it has made critical mistakes such as allowing Covid-era inflation to spike.Fed officials have become economic sages of a sort, publicly rendering opinions about the course of the economy without committing to any particular economic theory. What the Powell Fed sees as institutional nimbleness and intellectual flexibility, its critics see as poorly disciplined thinking and overreliance on a powerful research staff. The problems have gone so deep that the entire institution needs to be overhauled, they argue.Trump said during his July 24 visit to the Fed that he has “two people, maybe three” in mind for the next chair. Warsh, a former Fed governor who works with investor Stanley Druckenmiller, is one. Another is National Economic Council Director Kevin Hassett, an experienced macroeconomist who specializes in taxation and is a close ally of Trump’s. The Senate would probably easily confirm either of them.The dark-horse candidates include Treasury Secretary Scott Bessent, who is frequently mentioned but has said he is happy with his current job. Sitting Fed Gov. Christopher Waller has said he supports cutting rates immediately and would take the job if the president offered it. “But he’s not talking to me,” Waller told Bloomberg on July 18.Other possible contenders include former World Bank President David Malpass, recently confirmed Fed Vice Chair of Supervision Michelle Bowman, and prominent conservative economist Arthur Laffer. More may yet emerge.Since taking charge, Powell has presided over a run-up in inflation that the Fed initially described as transitory, and a rapid run-up in rates has brought inflation back down, albeit not to the Fed’s 2% annual target. Powell’s defenders see the slide down in the consumer price index, from a peak of 9.1% in June 2022 to 2.7% in June 2025, all without a recession, as a legacy-defining success.Meanwhile, the Fed’s balance sheet remains swollen at $6.7 trillion—but down from a peak of nearly $9 trillion after it conducted an emergency expansion during the Covid crisis.The Fed’s staff has grown, too, to nearly 25,000 as of 2024, spread among the Washington D.C.–based Board of Governors and the 12 regional reserve banks. That reflects a rise of about 20% since 2010, according to research by Andrew Levin, a former Fed official now at Dartmouth College. Employment at other large federal agencies has fallen 9% in the same period, Levin found.Powell said in May that he intends to reduce the Fed system’s staff by 10% over the next few years through attrition. “We are careful stewards of public resources, and sometimes you need to show that,” he later said, explaining the cuts.A DOGE Moment for the FedCuts of just 10% may not be enough to satisfy the Fed’s critics. “All these Ph.Ds over there, I don’t know what they do,” Bessent said in a recent CNBC interview. “This is like universal basic income for academic economists.”Bessent also called for a review of the Fed’s non-monetary-policy operations, saying the Fed has experienced “mission creep and institutional growth” that have led to questions about whether it can stick to its core business of managing monetary policy.Former Trump adviser Larry Kudlow made a similar demand recently on his Fox Business show. “Where is the downsizing? Where is the reforming? Where is the auditing of the Fed?” Kudlow asked his guest, Hassett, on July 10.“I think that you’re right, Larry,” Hassett responded. “Government has gotten very big throughout Washington, and one of the places that hasn’t really responded yet to the downsizing we’re talking about is the Federal Reserve.”The White House didn’t respond to requests to make Hassett available for an interview or to emailed questions. The Fed declined to comment.The Fed’s Board of Governors would need to approve staff cuts, and it isn’t clear how far they might go. Still, caution is merited, said William English, a former senior official at the board who is now a professor of finance at Yale University. “I’m not sure that’s an experiment I’d want to run, how much can I cut before I really do damage to the institution,” English said.An Audience of One The candidates for Fed chair are conducting an informal campaign in financial TV studios and think-tank auditoriums, but ultimately they need to win Trump’s favor. “I do worry about a public campaign with an audience of one, and everybody knowing what it is that that audience wants to hear,” says former Sen. Pat Toomey, a Republican from Pennsylvania who was the ranking member of the Senate Banking Committee, which has jurisdiction over the Fed.Trump’s campaign to bully Powell into lowering rates “happens to be the wrong outcome for this moment, in my view,” says Toomey. “But it also neglects the structural changes that I think are necessary.”President Donald Trump presents Federal Reserve Chair Jerome Powell with what Trump called a list of cost overruns for the Federal Reserve’s $2.5 billion headquarters renovation project, on July 24. (Chip Somodevilla/Getty Images)While in Congress from 2011 to 2023, Toomey pushed for legislation he argued would make the Fed more accountable. One bill would have cut the ranks of regional reserve banks from 12 to five, among other changes. The regional banks are quasi-private institutions whose directors choose their leadership, unlike Fed governors who are appointed by the president and confirmed by the Senate.Warsh has been especially vocal about the change he wants to see at the Fed. He wants to see “regime change in how we’re thinking about inflation, how we’re conducting policy, how we’re communicating. It is also regime change in terms of how we’re supervising and regulating banks,” Warsh recently told CNBC.Advertisement - Scroll to ContinueMaking that happen will require, as he put it in another recent interview, “breaking some heads” at the Fed, “because the way they’ve been doing business is not working.” He believes that the Fed is allowing inflation to fester because it misunderstands what drives sustained price increases.Changes to how the Fed thinks about inflation and conducts monetary policy would be consequential. The changes it makes to the federal-funds rate can spur or hinder lending, driving expansion or contraction across the economy. Its discretion in determining rates is the heart of its independence, and its power.It’s also the source of some of the Fed critics’ loudest complaints. Instead of allowing market forces to set rates, they are “fixed by a committee where 12 people vote eight times a year on what should be the interest rate,” says economist Judy Shelton.Shelton was nominated for a Fed governorship by Trump in 2020, during his first term, but the Senate voted against advancing her nomination. She remains close with many Senate Republicans.Rewiring the Fed’s Policy BrainThe Fed has long since moved away from a “black box” approach to monetary policy, as former Chair Ben Bernanke described it, when Fed officials used economic rules linking interest rates to growth and inflation without a clear understanding of how policy transmitted throughout the economy.The Fed under Powell and other recent chairs isn’t bound by any particular rule in making its policy decisions. Powell frequently refers to the Fed’s decisions as being “data dependent.” He is driven by a profound sense of caution about the risks to the economy of policy errors: Tighten too soon and you snuff out growth; too late, and you allow inflation to accelerate.In a 2018 speech, Powell described the Fed’s job as “navigating by the stars,” a reference to economic variables such as the natural rate of inflation, or R*, known as R-star. The problem with those variables is that they can’t be observed directly and can change over time. After reviewing literature on uncertainty, Powell concluded, “no single, simple approach to monetary policy is likely to be appropriate across a broad range of plausible scenarios.”That caution may have gotten the best of Powell and other Fed officials on the Federal Open Market Committee as post-Covid inflation took off. The Fed initially judged that Covid-driven price increases would quickly subside—they would be “transitory.” But waiting to be sure also meant that the Fed didn’t start raising interest rates until inflation was already well under way.“There’s only two problems with data dependence, the data and the dependence,” Warsh said in a speech to central bankers in April.Powell and his colleagues try to apprise the markets and the public of their thinking and strategy through news conferences, speeches, and published forecasts of officials’ estimates of future economic trends and interest rates. The Fed’s critics see those efforts as merely compounding the Fed’s mistakes. “The Fed should stop publishing its forecasts, and go back behind the curtain,” Hassett wrote in 2023.Warsh would do away with them, too, saying they hurt the Fed’s ability to take in new facts.Congress gave the Fed a “dual mandate” to ensure price stability and full employment, a pair of policy goals that in practice provide the Fed with significant discretion. A chapter in the Project 2025 policy agenda written by economist Paul Winfree and hailed by some conservatives urged the Fed to abandon the labor side of its dual mandate (that would require congressional approval). Winfree called for “major reform of the Federal Reserve’s core activity of manipulating interest rates and money,” which could be accomplished by returning to the gold standard, among other possibilities, in his view.The Trump administration has said it had nothing to with drafting Project 2025, which is essentially a conservative policy wish list. But the section on the Fed endorses ideas drawn from a bubbling reform movement that is ready to seize the moment.“President Trump’s focus on the renovation [of the Fed’s headquarters] is an attempt to put the Fed on the map for everyday Americans,” Winfree wrote in an email. He is president of the conservative Economic Policy Innovation Center.The Return of MonetarismWinfree’s chapter makes the case that the Fed has foolishly abandoned considerations of the size of the money supply in assessing inflation. That idea, known as monetarism, has a lot of support among the now-ascendant Fed reformers. They often make reference to economist Milton Friedman’s claim that “inflation is always and everywhere a monetary phenomenon,” a view that can be oversimplified to mean that printing too much money raises prices.To a prominent set of Friedman’s modern-day acolytes, quantitative easing is the Fed’s greatest sin. That program was created in stages after the 2008-09 financial crisis and saw the Fed purchase trillions in Treasury securities, and later, certain mortgage securities, to help keep markets functioning and boost banking activity in times of stress. The effectiveness of the program is much debated even among the Fed’s defenders.To the Fed’s critics, its effects are obvious: Trillions of dollars in new money has produced sharply higher inflation. Hassett, then working at a Washington, D.C., think tank, signed a 2010 open letter along with other prominent economists opposing the start of quantitative easing. It cited the risk of “currency debasement and inflation.”Warsh, who was on the FOMC when the program was created, defends it as an emergency measure but says the Fed should have wound it down when the financial crisis ended. Tapering the Fed’s assets now would help it ease inflation, he argues, a position he describes as “practical monetarism.”Powell’s defenders see the idea of a return to monetarism as somewhere between a benign distraction and a dangerous risk that might lead the Fed to needlessly overtighten monetary policy and prompt a recession. “On the issue of monetarism, Milton Friedman won the war but lost the battle,” says Frederic Mishkin, a former Fed governor who served with Warsh.The End of Fed UnityTrump’s choice of chair may not only usher in reforms to the Fed’s mission and structure, but also disrupt the operations of an institution that has prided itself on consensus. For critics who fear that the next Fed chair will simply dictate Trump’s wishes, the crucial question is, can the chair yoke the FOMC to his will?“The chair has a lot of power in the sense that they set the agenda for FOMC meetings,” says Bill Dudley, a former president of the New York Fed and vice chair of the FOMC.A particularly persuasive chair, like Greenspan, can use that agenda-setting power to bring the committee along when it is skeptical of his views. “But in terms of the actual monetary-policy decision, the chair can’t force the policy decision on the committee,” says Dudley.Were the chair to attempt to force analytical conclusions on the staff, “at that point you just start having an exodus of talent out of the Federal Reserve,” he says.Turmoil at the Fed would rile financial markets. The dollar sold off by nearly 9% in the first half of the year as global investors adjusted for the risk of institutional instability in the U.S. Changes at the Fed could reignite those trends.Imagine that the next Fed chair attempts to take Trump’s rate-cutting demands at his word, says Alan Blinder, a former Fed vice chair who teaches economics at Princeton University. A new chair may succeed in pushing through a quarter-point cut, but Trump is demanding that the federal-funds rate come down three full percentage points. “I can well imagine a vote on the FOMC where there are nine or 10 dissents, and the chairman loses the vote,” Blinder says. “That in turn could cause pretty big reactions in the markets.”Inflation expectations would rise, bringing interest rates up with them.Dissents among FOMC voting members are “rare, and therefore loud,” Blinder says. “The Fed has often thought it important to speak and vote with one voice.”From left: Federal Reserve Gov. Christopher Waller, Federal Reserve System Vice Chair Philip Jefferson, Fed Chairman Jerome Powell, Fed Vice Chair for Supervision Michelle Bowman, and Fed Gov. Lisa Cook, during a Fed Listens event in Washington, D.C., on March 22, 2024. (Al Drago/Bloomberg)Trump’s appointment could end that, opening up a challenging new era in which the Fed is less predictable. The just-concluded July meeting saw the first two dissents by Fed governors since 1993. Bessent, the Treasury secretary, described it as a schism and sign that with just two more votes, Trump-aligned voices could have a majority of the board’s seven governors. (They could still be overruled with support of the regional bank presidents.)Another unusual scenario could also unfold, Blinder notes. The Senate-confirmed Fed chair acts as the CEO of the Fed’s board of governors, but that position is technically distinct from the chair of the FOMC, which has the power to set rates. The FOMC chair “is always the chairman of the Fed, but it doesn’t have to be. It’s not in the law, it’s not in the rules, or anything like that,” says Blinder.Were the Fed chair to be consistently in the minority on monetary-policy decisions, the other board members could seize power for themselves and appoint a new FOMC chair.“I think there are very few people in the markets who know that fact,” Blinder says.How it would play out is impossible to predict.And that may be the biggest change that Trump will bring to the Fed. The U.S. central bank is set to transform into something resembling the modern-day Supreme Court, where polarized rulings have become the norm. Control of the FOMC seats would become an object of partisan warfare. Trump is scheduled to have only two appointments during his term, raising the stakes in the election to succeed him, much as the open Supreme Court seat in 2016 galvanized Republicans.The Fed is a creation of the political system, and can be changed by it. And starting on May 16, 2026, someone new will have the chance to do just that.","news_type":1,"symbols_score_info":{".IXIC":1.1,".DJI":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463231560405800,"gmtCreate":1754123544814,"gmtModify":1754123548599,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463231560405800","repostId":"462922700656648","repostType":1,"repost":{"id":462922700656648,"gmtCreate":1754037192580,"gmtModify":1754037307682,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"Big-Tech Weekly: Why AWS behind Azure/GCP? How Big-Tech Capex Boost NVDA?","htmlText":"Big-Tech’s PerformanceMacro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr","listText":"Big-Tech’s PerformanceMacro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr","text":"Big-Tech’s PerformanceMacro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462922700656648","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462818705875552,"gmtCreate":1754034289020,"gmtModify":1754034291308,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462818705875552","repostId":"1115099921","repostType":2,"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462967068537392,"gmtCreate":1754032671333,"gmtModify":1754032674072,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462967068537392","repostId":"2555831319","repostType":2,"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462341706596624,"gmtCreate":1753921177888,"gmtModify":1753921181761,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462341706596624","repostId":"2555026542","repostType":2,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460605882945688,"gmtCreate":1753455021096,"gmtModify":1753455026338,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460605882945688","repostId":"1141214529","repostType":2,"repost":{"id":"1141214529","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1753271612,"share":"https://ttm.financial/m/news/1141214529?lang=en_US&edition=fundamental","pubTime":"2025-07-23 19:53","market":"us","language":"en","title":"SoFi Q2 Preview: Significant Growth Momentum And Expected To Continue To Make Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=1141214529","media":"Earnings Agent","summary":"Summary: SoFi Technologies will release its second quarter earnings report before the US stock market opens on July 29. Today, SoFi Technologies has become one of the most dynamic companies in the...","content":"<p><strong>Summary:</strong> SoFi Technologies will release its second quarter earnings report before the US stock market opens on July 29. Today, SoFi Technologies has become one of the most dynamic companies in the digital finance sector with its competitive platform. As of July 22, its year-to-date increase exceeded 36%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a4a883a954e678e2c3a03f5ff398acaa\" title=\"\" tg-width=\"560\" tg-height=\"240\"></p><p><strong>First quarter review</strong></p><p>In the first quarter of 2025, SoFi's net income calculated in accordance with US Generally Accepted Accounting Principles (GAAP) was US$771.8 million, a year-on-year increase of 20%. Adjusted net income reached US$770.7 million, a year-on-year increase of 33%, a record high.</p><p>In the first quarter, GAAP net profit reached US$71.1 million, and diluted earnings per share reached US$0.06.</p><p></p><p><img src=\"https://static.tigerbbs.com/5eb5ba22e4946b2f85a417c6d51ee6f0\" alt=\"\"><strong>Second quarter expectations</strong></p><p>According to Bloomberg data, analysts generally expect SoFi's second quarter revenue to be $804 million, adjusted net profit to be $67.35 million, and adjusted earnings per share to be $0.059.</p><p><strong>Key points</strong></p><p>Growth prospects support value</p><p>SoFi is above the market average in almost all traditional valuation indicators and should be given a corresponding premium. After SoFi obtained a banking license, its non-loan financial services business grew rapidly, which led to a significant improvement in the company's performance. Compared with large banks and emerging digital banks, SoFi's growth advantage is more significant.</p><p>The company's CEO has repeatedly stated that he hopes SoFi will become a top 10 financial services company. If SoFi can maintain this growth momentum, this goal may become a reality.</p><p>Re-bet on cryptocurrencies</p><p>SoFi had previously exited the field, but is now turning 180 degrees and re-betting on cryptocurrencies. First, SoFi cannot miss this historic opportunity; second, other digital banks such as Chime are also providing basic financial services, and SoFi needs to differentiate itself by providing cryptocurrency products; in addition, as a bank, SoFi can use its own advantages to deepen its presence in the cryptocurrency field, such as exploring stablecoins and digital asset loans.</p><p>The Fed may cut interest rates in the future, which is good for SoFi's loan business</p><p>Although the interest rate cut will compress the interest rate spread and profitability, SoFi's business structure is more diversified and does not rely entirely on a single loan product. On the contrary, lower interest rates may promote increased consumption and lending activities, which will bring new growth momentum to SoFi's student loan, corporate loan and mortgage business. At the same time, SoFi can also bring users of the loan business into its financial ecosystem to create more business opportunities.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi Q2 Preview: Significant Growth Momentum And Expected To Continue To Make Profits</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoFi Q2 Preview: Significant Growth Momentum And Expected To Continue To Make Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2025-07-23 19:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><strong>Summary:</strong> SoFi Technologies will release its second quarter earnings report before the US stock market opens on July 29. Today, SoFi Technologies has become one of the most dynamic companies in the digital finance sector with its competitive platform. As of July 22, its year-to-date increase exceeded 36%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a4a883a954e678e2c3a03f5ff398acaa\" title=\"\" tg-width=\"560\" tg-height=\"240\"></p><p><strong>First quarter review</strong></p><p>In the first quarter of 2025, SoFi's net income calculated in accordance with US Generally Accepted Accounting Principles (GAAP) was US$771.8 million, a year-on-year increase of 20%. Adjusted net income reached US$770.7 million, a year-on-year increase of 33%, a record high.</p><p>In the first quarter, GAAP net profit reached US$71.1 million, and diluted earnings per share reached US$0.06.</p><p></p><p><img src=\"https://static.tigerbbs.com/5eb5ba22e4946b2f85a417c6d51ee6f0\" alt=\"\"><strong>Second quarter expectations</strong></p><p>According to Bloomberg data, analysts generally expect SoFi's second quarter revenue to be $804 million, adjusted net profit to be $67.35 million, and adjusted earnings per share to be $0.059.</p><p><strong>Key points</strong></p><p>Growth prospects support value</p><p>SoFi is above the market average in almost all traditional valuation indicators and should be given a corresponding premium. After SoFi obtained a banking license, its non-loan financial services business grew rapidly, which led to a significant improvement in the company's performance. Compared with large banks and emerging digital banks, SoFi's growth advantage is more significant.</p><p>The company's CEO has repeatedly stated that he hopes SoFi will become a top 10 financial services company. If SoFi can maintain this growth momentum, this goal may become a reality.</p><p>Re-bet on cryptocurrencies</p><p>SoFi had previously exited the field, but is now turning 180 degrees and re-betting on cryptocurrencies. First, SoFi cannot miss this historic opportunity; second, other digital banks such as Chime are also providing basic financial services, and SoFi needs to differentiate itself by providing cryptocurrency products; in addition, as a bank, SoFi can use its own advantages to deepen its presence in the cryptocurrency field, such as exploring stablecoins and digital asset loans.</p><p>The Fed may cut interest rates in the future, which is good for SoFi's loan business</p><p>Although the interest rate cut will compress the interest rate spread and profitability, SoFi's business structure is more diversified and does not rely entirely on a single loan product. On the contrary, lower interest rates may promote increased consumption and lending activities, which will bring new growth momentum to SoFi's student loan, corporate loan and mortgage business. At the same time, SoFi can also bring users of the loan business into its financial ecosystem to create more business opportunities.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141214529","content_text":"Summary: SoFi Technologies will release its second quarter earnings report before the US stock market opens on July 29. Today, SoFi Technologies has become one of the most dynamic companies in the digital finance sector with its competitive platform. As of July 22, its year-to-date increase exceeded 36%.First quarter reviewIn the first quarter of 2025, SoFi's net income calculated in accordance with US Generally Accepted Accounting Principles (GAAP) was US$771.8 million, a year-on-year increase of 20%. Adjusted net income reached US$770.7 million, a year-on-year increase of 33%, a record high.In the first quarter, GAAP net profit reached US$71.1 million, and diluted earnings per share reached US$0.06.Second quarter expectationsAccording to Bloomberg data, analysts generally expect SoFi's second quarter revenue to be $804 million, adjusted net profit to be $67.35 million, and adjusted earnings per share to be $0.059.Key pointsGrowth prospects support valueSoFi is above the market average in almost all traditional valuation indicators and should be given a corresponding premium. After SoFi obtained a banking license, its non-loan financial services business grew rapidly, which led to a significant improvement in the company's performance. Compared with large banks and emerging digital banks, SoFi's growth advantage is more significant.The company's CEO has repeatedly stated that he hopes SoFi will become a top 10 financial services company. If SoFi can maintain this growth momentum, this goal may become a reality.Re-bet on cryptocurrenciesSoFi had previously exited the field, but is now turning 180 degrees and re-betting on cryptocurrencies. First, SoFi cannot miss this historic opportunity; second, other digital banks such as Chime are also providing basic financial services, and SoFi needs to differentiate itself by providing cryptocurrency products; in addition, as a bank, SoFi can use its own advantages to deepen its presence in the cryptocurrency field, such as exploring stablecoins and digital asset loans.The Fed may cut interest rates in the future, which is good for SoFi's loan businessAlthough the interest rate cut will compress the interest rate spread and profitability, SoFi's business structure is more diversified and does not rely entirely on a single loan product. On the contrary, lower interest rates may promote increased consumption and lending activities, which will bring new growth momentum to SoFi's student loan, corporate loan and mortgage business. At the same time, SoFi can also bring users of the loan business into its financial ecosystem to create more business opportunities.","news_type":1,"symbols_score_info":{"SOFI":1.1}},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":452712326139976,"gmtCreate":1751551090412,"gmtModify":1751551094235,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/452712326139976","repostId":"2548681250","repostType":2,"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":447126203388184,"gmtCreate":1750181639988,"gmtModify":1750181643730,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"[Happy]&nbsp;&nbsp;","listText":"[Happy]&nbsp;&nbsp;","text":"[Happy]","images":[{"img":"https://community-static.tradeup.com/news/8a16397c6f3601db9d4d1bf422537e13","width":"1080","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/447126203388184","isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":437525440184536,"gmtCreate":1747848265059,"gmtModify":1747848268755,"author":{"id":"4126700426039732","authorId":"4126700426039732","name":"Alton92","avatar":"https://community-static.tradeup.com/news/04615d429358168156c56040699e81ca","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126700426039732","idStr":"4126700426039732"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/437525440184536","repostId":"437432942043216","repostType":1,"repost":{"id":437432942043216,"gmtCreate":1747819094441,"gmtModify":1748259928540,"author":{"id":"10000000000010961","authorId":"10000000000010961","name":"Tiger_Contra","avatar":"https://static.tigerbbs.com/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010961","idStr":"10000000000010961"},"themes":[],"title":"💰 New Alpha | The arrival of game-changers: Xiaomi/Leapmotor/SMIC","htmlText":"💰 U.S. markets experienced a slight decline, while tech giants underperforming.💹 <a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a>/<a href=\"https://ttm.financial/S/09863\">$LEAPMOTOR(09863)$</a>/<a href=\"https://ttm.financial/S/00981\">$SMIC(00981)$</a>: HK market tech stars bolstered market enthusiasm through technological innovations.📣 Stay tuned, supercharge purchasing power through CashBoost!| The arrival of game-changersLei Jun, chairman of <a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a>, announced that the company’s self-developed 3nm flagship chip has begun mass production, leading to a rally in China chip stocks.NVIDIA CEO Jensen Huang revealed that due to U.S. government restrictions on the export of the Hopper architecture H20 chip to China, the company is","listText":"💰 U.S. markets experienced a slight decline, while tech giants underperforming.💹 <a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a>/<a href=\"https://ttm.financial/S/09863\">$LEAPMOTOR(09863)$</a>/<a href=\"https://ttm.financial/S/00981\">$SMIC(00981)$</a>: HK market tech stars bolstered market enthusiasm through technological innovations.📣 Stay tuned, supercharge purchasing power through CashBoost!| The arrival of game-changersLei Jun, chairman of <a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a>, announced that the company’s self-developed 3nm flagship chip has begun mass production, leading to a rally in China chip stocks.NVIDIA CEO Jensen Huang revealed that due to U.S. government restrictions on the export of the Hopper architecture H20 chip to China, the company is","text":"💰 U.S. markets experienced a slight decline, while tech giants underperforming.💹 $XIAOMI-W(01810)$/$LEAPMOTOR(09863)$/$SMIC(00981)$: HK market tech stars bolstered market enthusiasm through technological innovations.📣 Stay tuned, supercharge purchasing power through CashBoost!| The arrival of game-changersLei Jun, chairman of $XIAOMI-W(01810)$, announced that the company’s self-developed 3nm flagship chip has begun mass production, leading to a rally in China chip stocks.NVIDIA CEO Jensen Huang revealed that due to U.S. government restrictions on the export of the Hopper architecture H20 chip to China, the company is","images":[{"img":"https://community-static.tradeup.com/news/2baf3ef5ad0951fbd99704ef260d2d0d"},{"img":"https://community-static.tradeup.com/news/55e056ea1534d78248154eb8c7f3b938"},{"img":"https://community-static.tradeup.com/news/8a783193fa7ce871fac3330e9c27aee1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/437432942043216","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}