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Business·13/7/2026ملخص الذكاء الاصطناعي
彭博分析師：記憶體短缺將緩解，2028年恐產能過剩
彭博分析師 Shuli Ren 預計，受 AI 熱潮帶動的記憶體短缺將在今年下半年至明年緩解，並在 2028 年面臨產能過剩。她指出，記憶體產業的週期性「繁榮與蕭條」本質未變，與 Michael Burry 的觀點一致，儘管部分華爾街分析師仍堅持「結構性短缺」論調。
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自由时报2 د قراءة
Bloomberg Intelligence
مستقر4 خبر3 مصادرآخر تحديث: 13/7/2026
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16/5/2026ملخص الذكاء الاصطناعي
Compagnie assicurative: l'IA come opportunità di crescita
Le compagnie assicurative europee vedono l'IA come un'opportunità di crescita, con stime di aumento dei ricavi e degli utili entro il 2028. L'adozione comporterà inizialmente un aumento dei costi e degli organici.
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ANSA Economia1 د قراءة
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29/4/2026
Passive money is eating stocks and Bitcoin may be next to get a huge liquidity injection
Passive investing has become one of the most powerful forces reshaping equity markets, and the evidence is accumulating in the returns data. Bloomberg Intelligence data compiled by ETF analyst James Seyffart shows stocks with rising passive ownership have dramatically outperformed those losing passive ownership over the past three years. The market has been rewarding inclusion, […] The post Passive money is eating stocks and Bitcoin may be next to get a huge liquidity injection appeared first on CryptoSlate.
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CryptoSlate
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29/4/2026ملخص الذكاء الاصطناعي
Is the 'Sell in May' Market Cliché Still Relevant for Bitcoin and Equities?
The traditional 'Sell in May' market strategy is being challenged as Bitcoin's integration into institutional portfolios aligns it with broader equity risk appetite. Upcoming inflation and labor data will determine if this seasonal trend persists or loses its macro rationale.
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CryptoSlate5 د قراءة