Telegram posts about "#WallStreet"

…현금흐름에 영향을 미침 >上海家化前三季度净利近翻倍，围绕三大核心品牌加码线上业务 https://wallstreetcn.com/articles/3784589#from=ios... Read more →

…극히 제한적이라고 지적 >当AI叙事开始动摇，那些被市场忽视已久的风险正悄然浮出水面 https://wallstreetcn.com/articles/3784586#from=ios... Read more →

…상태를 이어갈 것으로 예상 >https://wallstreetcn.com/livenews/3187648?ivk=1#from…... Read more →

…50~55% 감소 >泡泡玛特首席运营官：全年预计可实现同比正增长 https://wallstreetcn.com/articles/3784570#from=ios... Read more →

…있다고 판단 >iPhone Duo刚开卖，内屏就裂了？ https://wallstreetcn.com/articles/3784569#from=ios... Read more →

…진입할 가능성이 있음 >日本央行核心通胀指标突破3%，本周按兵不动但12月加息窗口几成定局？ https://wallstreetcn.com/articles/3784558#from=ios... Read more →

…TCO를 낮출 계획 >英伟达拟投资30亿美元入股Meta，双方深化AI助手Muse合作 https://wallstreetcn.com/articles/3784554#from=ios... Read more →

…조정하는지 여부 >200亿美元资金撤离TMT后，高盛交易台建议选择性抄底AI：盯紧四大方向 https://wallstreetcn.com/articles/3784548#from=ios... Read more →

…优先有真实现金流标的。验证窗口11月6日前，关键看微软、谷歌、亚马逊资本开支指引是否下修。 https://wallstreetcn.com/articles/3784548#from=android... Read more →

…국채보다 매력적이라고 평가 >贝莱德：AI债券机会胜过长期美债 https://wallstreetcn.com/articles/3784549#from=ios... Read more →

…것으로 예상 >高盛警告：炼油厂停产规模已超此前最坏预期，全球成品油紧张或持续至2027年 https://wallstreetcn.com/articles/3784542#from=ios... Read more →

…马斯克：荒谬，机器人存储需求“超过一切”，超级智能更是远超于此 https://wallstreetcn.com/articles/3784526#from=ios... Read more →

…变"敌人"：中金测算中国云厂商ROIC仅11.9%，对内需挤出或快于美国 https://wallstreetcn.com/articles/3784537#from=ios... Read more →

…账单转嫁给股东。高盛认为，加之科技圈外未见实质生产力红利，这场资本循环岌岌可危，空头逻辑正占据上风。 https://wallstreetcn.com/articles/3784523#from=android... Read more →

…분석 >“72%的Token消耗却仅占27%的支出”--AI多空之争的关键议题 https://wallstreetcn.com/articles/3784523#from=ios... Read more →

…利率和50%成本涨幅，仍有缓冲空间；中国虽挤出更早，但长期战略目标使政策容忍度相对更高。 https://wallstreetcn.com/articles/3784537#from=android... Read more →

…제시 >黄金避险逻辑变了！大摩：股市暴跌时未必管用，但能对冲美债危机 https://wallstreetcn.com/articles/3784527#from=ios... Read more →

…지적 >质疑声四起，Moderna CEO安抚市场：个性化癌症疫苗将覆盖更多癌种 https://wallstreetcn.com/articles/3784515#from=ios... Read more →

…창업자 7명이 보유하고 있음 >Anthropic招股书里最值得看的14个细节 https://wallstreetcn.com/articles/3784522#from=ios... Read more →

…今日大选！内塔尼亚胡面临政治大考，曾策划“选前攻击伊朗”被特朗普和军方拒绝 https://wallstreetcn.com/articles/3784516#from=ios... Read more →

…민간소비의 반등 여부 주목 >https://wallstreetcn.com/livenews/3186534?ivk=1#from…... Read more →

…但“更烧钱” Anthropic的现金持有量高于亚马逊、Meta和微软。但仅对SpaceXAI一家，自2026年12月起每年就承诺约370亿美元算力，而其算力总承诺额约为7800亿至8100亿美元。 https://wallstreetcn.com/charts/41960102... Read more →

…대규모 상용화를 실현 >明年芯片出货量超百万颗？寒武纪董事长否认 https://wallstreetcn.com/articles/3784517#from=ios... Read more →

…岁不会写代码？这波 AI 红利，可能就轮到你了 https://wallstreetcn.com/articles/3784474#from=ios... Read more →

…보완할 방침 >英特尔宣布收购以色列独角兽Classiq，CEO陈立武：将打造全栈量子计算业务 https://wallstreetcn.com/articles/3784512#from=ios... Read more →

…관건 >美联储10月会议前瞻：本周料按兵不动，沃什沟通迎大考，市场聚焦12月 https://wallstreetcn.com/articles/3784504#from=ios... Read more →

…비용 부담은 결국 소매업체에 전가될 가능성이 높음 >圣诞旺季美国快递费将创新高！柴油暴涨引发燃油附加费飙升 https://wallstreetcn.com…... Read more →

…있다고 평가 >AI泡沫承压：这是大甩卖的终点，还是下一个买入时机？ https://wallstreetcn.com/articles/3784491#from=ios... Read more →

…Anthropic正式提交IPO申请！上半年净亏损807亿美元，公司称未来可能无法实现盈利，警示人类“生存危机” https://wallstreetcn.com/articles/3784495#from=ios... Read more →

…하락할 투자 위험도 존재 >https://wallstreetcn.com/livenews/3185914?ivk=1#from…... Read more →

…수준 >大摩中国机器人调研：企业愿意尝试但严格算账，要求10万元以内，三年内回本 https://wallstreetcn.com/articles/3784489#from=ios... Read more →

…到2028年底，46%的企业仅计划安装1-10台复合机器人，人形机器人部署规模更为保守。 https://wallstreetcn.com/articles/3784489#from=ios... Read more →

…확대 >卢拉逆袭吓坏市场：巴西股指期货暴跌20%触及跌停，雷亚尔期货大跌 https://wallstreetcn.com/articles/3784490#from=ios... Read more →

…이동하고 있음 >意外！79%企业GPU利用率竟不足一半 https://wallstreetcn.com/articles/3784482#from=ios... Read more →

…사용할 계획 >Meta拟募资950亿美元押注AI！普通股、优先股加股票销售计划齐上阵 https://wallstreetcn.com/articles/3784484#from=ios... Read more →

…주도할 가능성 제시 >人形机器人板块掀涨停潮，发生了什么？ https://wallstreetcn.com/articles/3784459#from=ios... Read more →

…유지 >高盛：宁德时代正从卖电池转向卖整体储能方案，单位毛利将提升1.6倍 https://wallstreetcn.com/articles/3784466#from=ios... Read more →

…PE仅3倍、估值已跌至金融危机水平！三星、SK海力士财报将近，能否逆转股价颓势？ https://wallstreetcn.com/articles/3784460#from=ios... Read more →

…大众汽车集团（中国）已在合肥正式获得L3级自动驾驶道路测试牌照，并已在合肥启动L3级技术的真实道路测试与数据采集。 https://wallstreetcn.com/livenews/3185490?ivk=1#from…... Read more →

…한국 역시 레버리지 상품에 대한 규제를 강화중 >上市仅约3个月，两只SK海力士杠杆ETF即将在美国退市 https://wallstreetcn.com…... Read more →

…세계 1위를 유지 (매일경제) >https://wallstreetcn.com/livenews/3185412?ivk=1#from…... Read more →

…44%。中国大模型周调用量连续二十六周超过美国，稳居全球首位。 （每经） https://wallstreetcn.com/livenews/3185412?ivk=1#from…... Read more →

…승자가 될 것 >人形机器人大进化！SuperMimic技术让运动控制训练成本骤降1000倍 https://wallstreetcn.com/articles/3784444#from=ios... Read more →

…유지할 수 있음 >为何原油供应增加，油价缺降不下来？ https://wallstreetcn.com/articles/3784448#from=ios... Read more →

…增持”！摩根大通：物理AI“采纳曲线”可能提前 https://wallstreetcn.com/articles/3784431#from=ios... Read more →

…他做多Meta、做空谷歌。Citrini同时判断，AI制药瓶颈绝非算力而是“缺猴子”。 https://wallstreetcn.com/articles/3784436#from=android... Read more →

…数年尺度”，已部署机器人的数据、测试和开发者价值可能被重新定价；但这一逻辑能否落到收入端，仍取决于试点能否转化为持续企业订单。 https://wallstreetcn.com/articles/3784431#from=android... Read more →

…제한적일 것으로 전망 >卢拉逆转胜选，但第四任期可能更难 https://wallstreetcn.com/articles/3784443#from=ios... Read more →

…时见顶——最早看多AI硬件的“芯片网红”Citrini，为何正在悄然离场 https://wallstreetcn.com/articles/3784436#from=ios... Read more →

…주장에 의문을 제기 >马斯克称SpaceX已完成400亿美元GPU债务融资，以可赎回债为主 https://wallstreetcn.com/articles/3784441#from=ios... Read more →