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Today · 2026-08-10 · Mon

Swiss Bank ' s wealth management: the Standard 500 Index target of 7900 points by the end of the year is optimistic about US equity

On 15 July, the Swiss Bank ' s wealth management index is expected to reach 7,900 points by the end of the year and is optimistic about the United States stock market. The Senior Vice-President, Charlie Anderson, stated that the next phase of the market rebound should be driven by cash flows, profitability and corporate enforcement, rather than the multi-valuation expansion and broad AI enthusiasm. He noted that the shift in market focus from macro headlines to corporate fundamentals had created a healthier environment for long-term investors and made the selection of shares more important。

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Sources: Apple is known to be looking for an artificial intelligence chip

On 15 July, according to people familiar with Apple Work, Apple was looking for a chip company to enhance its efforts to build a server chip to run artificial intelligence. In recent months, this iPhone manufacturer has exchanged with bankers on possible transactions. According to the source, it also contacted the semiconductor start-ups to see if they intended to sell themselves. Apples are seeking chips at a time when the performance of the company's internal AI server is a problem。

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THE CEO OF THE KIM SHAN OFFICE, "AI+SOFTWARE" IS THE INEVITABLE TREND FOR THE FUTURE, AND THE INTERNAL DEVELOPMENT OF THE COMPANY HAS BEEN FULLY CONVERTED INTO A NATIONAL PRODUCTION MODEL

The Kim Shan office issues new WPS 365 organizational-level AI office products, including a specialized version of the AI Full-Closed Office Smart Sight, and an AI office client, WPS Company, for staff. The CEO of the Kim Shan office stated that much had happened in the AI industry over the past six months, the most important of which was that the big model would write the code: last month, 2.5 trillion tokens were used for in-house development. At the same time, the scarcity of large models is decreasing and, as of June this year, all the AI models developed within the company have been replaced by the national production model. On the question of what happens in the AI era, Zhang Qingyuan believes that the future must be a big model providing intelligence and the context in which the software is provided, a combination of which is a necessary trend in future software development, “the future will only survive with the AAI Native (Ai) software”. (GRUNTS)

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Executive Vice-President of Microsoft: The production of Anthropic is slower and more accurate than that of Copilot, a flagship assistant. Bad

The Executive Vice-President of Microsoft, Jacob Andreou, compared Microsoft's flagship AI assistant, Copilot, to Claude in the Microsoft office product. He stated that Anthropic products were slower, less accurate and lacked appropriate safety integration. Andreio said in his presentation, “We know that everyone here is competing every day with OpenAI and Anthropic products.” He added that his team was working “to make the Copilot application more competitive”. (Pembo)

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Swiss Bank for Wealth Management: Standard 500 Index target 7900 points by year-end

According to the Bank ' s wealth management, the Standard 500 index is expected to reach 7,900 points by the end of the year and is optimistic about the United States stock market. The Senior Vice-President, Charlie Anderson, stated that the next stage of the market rebound should be driven by cash flows, profitability and corporate enforcement, rather than a multiplier expansion and AI enthusiasm, and that market attention had shifted from macroheads to corporate fundamentals。

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Wintermute: The encryption industry will be an AI and robotic financial infrastructure

In a message from the marketer Wintermute, it is stated that the next stage of the development of the encryption industry will no longer focus solely on the construction of new L1, L2 or DeFi agreements, but rather on the financial infrastructure of AI, robotics and autonomous systems. Wintermute believes that, as AI agent and robots become economic agents capable of autonomous decision-making and trading, the existing traditional financial system is difficult to meet the payment, identity and settlement needs of machines, while an open, programmable and unlicensed encryption infrastructure is better suited to support the “mechanical economy”. It noted that Coinbase, Robinhod and Binance had all recently started to set up agent wallets, self-trade and related infrastructure。

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Central Bank of Canada: Brent crude oil prices are expected to fall to about $70 by 2027

On 15 July, the Central Bank of Canada stated that one of the major risks of rising inflation was that firms might shift the cost of inputs to consumers, thus creating new price pressures. It was also concerned that its estimates of productivity might be “lower than previously assumed”, which would mean a smaller shortfall in economic output and greater inflationary pressure. The downside risks of inflation listed by the Central Bank of Canada include the likely tightening of the global financial environment and weak-than-expected domestic economic recovery. The Central Bank of Canada expects Brent crude oil prices to decline to about $70 by 2027, noting that the outlook for oil prices is highly uncertain. This projection is based on the futures price curve of 9 July, which is slightly lower than the forecast for April. Policymakers have also revised their export outlook upwards, in part because of the increase in “energy-related activities”。

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UNITED STATES DOLLARS AND SILVER: SERVER CPU DEMAND REMAINS STRONG AND IS EXPECTED TO GROW AT A COMPOUND RATE OF 37.1 PER CENT OVER FIVE YEARS

ON 15 JULY, A RECENT STUDY BY THE UNITED STATES BANK OF AMERICA NOTED THAT THE DEMAND FOR CPUS ON SERVERS REMAINED STRONG IN 2026, CLOUD COMPUTING MANUFACTURERS CONTINUED TO EXPAND CAPITAL SPENDING AND SMART AI APPLICATIONS CONTRIBUTED TO THE INCREASE IN THE NUMBER AND VALUE OF CPU CONFIGURATIONS IN DATA CENTRES. THE BANK EXPECTS THAT THE GLOBAL CPU MARKET SIZE WILL INCREASE FROM $35.2 BILLION IN 2025 TO $17.1 BILLION IN 2030, WITH A FIVE-YEAR COMPOUND GROWTH RATE OF 37.1 PER CENT, UP FROM $125 BILLION PREVIOUSLY PROJECTED。

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SK HERCULES ADR DROPPED BY 9%, NARROWS TO ABOUT 26% OVER THE KOREAN POSITIVE PREMIUM, AND LEADS TO THE CONCEPT OF STORAGE. UNIT

ON 15 JULY, THE SK HERCULES (SKHY.US) RETURNED SIGNIFICANTLY TODAY, AT AN INITIAL DROP OF OVER 9 PER CENT, REACHING A MINIMUM OF $176.01, WHICH IS ABOUT 26 PER CENT NARROWER THAN THE KOREAN POSITIVE PREMIUM. OTHER STORAGE CONCEPTS HAVE ALSO GONE DOWN, WITH MOODY FALLING BY 5 PER CENT, HIGHER, WEST BY 3 PER CENT AND AMERICAN LIGHT BY 2 PER CENT. THE SK HERCULES UNITED STATES PRE-TRUSTED SECURITIES (ADR) WERE UP ON THE SECOND PLATE ON A TUESDAY, WITH AN INCREASE OF 27.3 PER CENT REPORTING $193.92, WHICH IS 51 PER CENT HIGHER THAN THE SEOUL SHARE PRICE (ON A SUNDAY BASIS)。

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Keel Infrastructure: Progress on the Quebec data centre project

Keel Infrastructure, a Bitcoin mine listed in NASDAQ, announced progress on its data centre project in Quebec, Canada. The company has obtained local government approval to sign an agreement with Hydro-Sherbrooke to transfer and operate the existing 96 MW power capacity and to sign an agreement on land purchase. Keel indicated that the power resources of the three bitcoin mines under the flag would be consolidated into a 96 MW campus and that it had been authorized to reclassify some of the power uses from bitcoin mining to high performance calculations (HPC) and the AI data centre. The project will continue to require approval from the Ministry of Economy, Innovation and Energy of Quebec。

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