Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.

From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.

wallstreetcnApr 10 18:10 ET

Can Saudi Arabia withstand the plummeting oil prices? Goldman Sachs predicts that the fiscal deficit may soar to 75 billion dollars.

The significant drop in oil prices may put the oil-rich country of Saudi Arabia at risk of a serious fiscal deficit. The International Monetary Fund estimates that Saudi Arabia needs a crude oil price of $90 per barrel to achieve fiscal balance, while Goldman Sachs recently warned that if oil prices remain at the current low level of around $62 per barrel, the fiscal deficit in Saudi Arabia could double to $75 billion.

wallstreetcnApr 10 09:21 ET

CHINA MOBILE Chairman Yang Jie: Building an "AI full-stack service" that encompasses computing power, tools, models, and applications.

① CHINA MOBILE will further strengthen cloud intelligence computing based on the computing power network, focusing on four key directions, and build a comprehensive "AI full-stack service" covering computing power, tools, models, and applications; ② CHINA MOBILE plans to build a super large-scale "computing power factory" to promote the doubling and expansion of ten-thousand-card and thousand-card intelligent computing centers.

cls.cnApr 10 06:35 ET

New trends in Real Estate Crediting: Postal Savings Bank, Everbright Bank and others strengthen their support for businesses, while Banks show divided attitudes toward personal housing loans.

① Multiple Banks are increasing their lending in the real estate sector. ② In terms of personal housing mortgages, Banks have differing attitudes: some Banks state they will increase mortgage lending, while others indicate a "cautious approach."

cls.cnApr 10 03:30 ET

The increasing expectation of recession has led to USA Crude Oil Product prices falling below 60 dollars, causing a setback in the rebound of Petroleum stocks in the Hong Kong stock market, resulting in a collective decline.

① Expectations of a recession heighten as USA Crude Oil Product prices fall below $60, how does the market view this? ② The rebound of Hong Kong Petroleum stocks is hindered and collectively declines, what is the indicative significance for the market?

cls.cnApr 9 03:43 ET

"The 'Black Waterfall' has just begun? The oil market's volume has broken the pandemic record, and Goldman Sachs has shockingly revealed the '40 dollar doomsday scenario.'

① After experiencing a series of epic "volume" crashes in international oil prices for several consecutive days, Goldman Sachs lowered its oil price forecast for the second time in just one week on Monday; ② The latest statement from the Institutions indicated that with the intensification of the trade war and an increase in supply, under "extreme" circumstances, the price of Brent Crude Oil Product could fall below $40 per barrel.

cls.cnApr 8 04:14 ET