Under the flower flag, a downgrade of the US stock rating! Warning that the exception theory of the USA may pause, and the economic outlook could be weaker than the Global.
US stocks have fallen for three consecutive weeks. Citigroup announced that it is downgrading its rating on US stocks from "Shareholding" to "Neutral," predicting that economic data in the USA will continue to deteriorate over the next 3-6 months. Analysts at Citigroup warn that the notion of American exceptionalism will be "paused at least for the next few months," with the economic outlook for the USA likely to be worse than that of Other Global markets.
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Meta's self-developed chip has come to light and is said to have entered the small-scale deployment stage.
①Meta Platforms is testing its first self-developed chip for training AI systems, which has begun small-scale deployment, with plans to increase production for large-scale use if testing goes well; ②Meta's self-developed chip is a dedicated accelerator produced in collaboration with Taiwan Semiconductor, which is more energy-efficient than the GPUs typically used for AI workloads.
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Report: Meta collaborates with Taiwan Semiconductor to produce training chips.
Currently, this chip has entered the small-scale deployment phase. If testing goes smoothly, Meta plans to expand production for widespread application. Company Executives at Meta have indicated that they plan to start using self-developed chips for training by 2026, initially applying them to recommendation systems, then expanding to generative AI products such as the Meta AI chatbot.
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Is a soft landing turning into a hard landing? Trump's policy shift has caused panic on Wall Street.
Recent remarks and policies from Trump and his senior advisors indicate a "disregard" for risks such as trade uncertainty, stock market declines, and even short-term inflation increases. JPMorgan believes that the risk of economic recession has risen from 30% to 40%. An Analyst stated that the market has returned to a state of "recession watch".
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