Treasury Secretary Scott Bessent and US Trade Representative Jamieson Greer spoke with China’s Vice Premier He Lifeng, raising concerns about Beijing’s recent actions and the importance of implementing commitments under a deal reached a year ago in Busan, South Korea, according to Bloomberg.

According to Jin10, San Francisco Fed President Mary C. Daly said the Fed is prepared to raise rates further if necessary and that monetary policy still needs tightening, but more information is needed to determine how much further tightening is required and when to act. Daly stressed that the Fed must proceed cautiously.

According to Jin10, San Francisco Fed President Mary C. Daly said tariffs, war, and artificial intelligence are creating uncertainty, but inflation is more persistent than expected.

According to Jin10, San Francisco Fed President Mary C. Daly said a rate hike in September was the right move and keeping rates unchanged at the previous meeting was also appropriate.

According to Jin10, San Francisco Fed President Mary C. Daly said a strong labor market gives the Fed room to complete its task of curbing inflation.

According to Jin10, Meta Platforms launched the Spaces feature in the Muse app.

据金十数据报道，Meta Platforms(META.O)在Muse应用中推出Spaces功能。

Argentine global bonds are on track for their worst week in over a year as a global retreat from risk coincides with growing investor anxiety over next year’s presidential election, according to Bloomberg.

European shares fell Friday, erasing most of their weekly gains as global stocks declined and volatility rose amid concerns that a Democratic sweep of Congress in the United States could affect AI trades. According to Sina Finance, the Stoxx Europe 600 fell 1% at the close, less than the S&P 500’s 4.4% drop on Thursday and the Nasdaq 100’s 6.4% plunge, its worst single-day performance since March 2020. By the European close, the two U.S. indexes had risen about 0.9% and 1.9%, respectively. Most European sectors fell Friday, while travel and leisure stocks gained. The Stoxx 600 pared losses as U.S. stock futures rose, even as resilient U.S. economic data reinforced bets on a Federal Reserve rate hike next month. Global markets saw sharp swings this week as investors rapidly exited AI trades and moved into more defensive assets. MPPM Head of Trading Guillermo Hernandez Sampere said portfolio reallocation was to be expected and high volatility could persist for several more days, but the risk of a prolonged correction did not yet appear high. Teleperformance SE fell 15% after lowering its full-year sales growth guidance. Glanbia Plc fell 8.5% after Morgan Stanley downgraded the Irish nutrition products maker to underweight. Panmure Liberum strategist Joachim Klement said investors were tired and few new buyers were entering AI trades, adding that this was bearish for technology stocks and the broader market. Despite Friday’s decline, European equities are becoming one of the more attractive markets. With technology stocks highly volatile, stable industrial companies, banks, defensive leaders and the region’s many commodity companies are considered attractive.

Treasuries gave back part of this week’s steep gains, driven by haven demand, as strong jobs data supported a rebound in technology shares, Bloomberg reported. JPMorgan Asset Management portfolio manager Priya Misra discussed Treasuries as a safe-haven trade amid AI volatility.

Menlo Ventures最新报告显示，美国企业开源模型支出中中国模型占89%，Kimi以61%居首。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的AI、DeFi、DAO、NFT和元宇宙行业新闻。

华尔街抛出橄榄枝，Hyperliquid为何冲高回落？本文拆解HYPE从97.9美元新高到跌逾19%背后的四重压力。

段永平说85%的大众根本不适合投资，而我认为至少有一半人不是在投资，是在赌博。

人民银行点名公链品牌推广违规，曼昆律师解读境内团队的活动与合规风险。

诺奖得主阿吉翁以熊彼特式增长范式拆解 AI 的增长效应，并给出政府在产业政策、教育、税收与国际合作上的四项新职能。

美股一夜蒸发3万亿美元，AI产业链遭遇暴力去杠杆，恐慌背后是数据中心审批与政策风险共振。

韩国交易所“仅本国首发”的上币占比已从2019年的85%降至2024年的9%，但首日成交偏薄正成为交易所的新难题。

英伟达用残值兜底、产能包销和股权投资为AI工厂制造融资能力，但3000亿美元表外承诺正把尾部风险集中到上游。

Alphabet 单日市值蒸发近 5000 亿美元，广告增速与搜索量首次背离；当 AI 代理替人比价下单，广告模式的根基正在松动。