The first Federal Reserve decision of this year is coming! A "pause in interest rate cuts" seems almost certain, what other highlights are there?
The market expects a 97% probability that the Federal Reserve will hold steady this week, paying attention to the qualitative statements on tariff impacts in January's FOMC. Goldman Sachs anticipates that tariffs may raise inflation by 0.3 percentage points in one go, but this won't change the overall downward trend, and the interest rate cut window will still open.
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DeepSeek Says Due To Large-Scale Malicious Attacks On DeepSeek's Services, We Are Temporarily Limiting Registrations To Ensure Continued Service
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A high-quality closed-door meeting about DeepSeek: Vision is more important than technology.
What is more important than technology is vision.
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The Tech Market Panic Could Be a Big Positive for U.S. Tech Stocks – SG
U.S. stock market early session | DeepSeek's technological breakthrough triggers market panic! Chip stocks collectively decline, with NVIDIA dropping over 12%; some Chinese concept stocks and AI application stocks rise against the trend, with Dada surging
DeepSeek's technological breakthrough has caused market panic, as investors realize that competitive AI models can be produced at extremely low costs, potentially leading to a burst of the AI Stocks bubble. Several large Technology companies will release their Earnings Reports this week.
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Goldman Sachs: After the rise of DeepSeek, hedge funds have paused their bets on AI in the USA.
①Goldman Sachs released a report stating that with the strong rise of China's AI large model DeepSeek, hedge funds have begun to watch whether the AI model boom nurtured in the USA can be sustained; ②DeepSeek has raised market concerns about the cost of AI development and the USA's leading position in the field.