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On July 15, renowned economist Nouriel Roubini, known for his pessimistic forecasts and dubbed the 'Dr. Doom,' warned that inflation remains the biggest risk facing the market. Key factors driving inflation include geopolitical tensions, de-globalization, and increased government spending. Roubini cautioned that if the inflation trend continues to rise, long-term bond yields could experience significant changes. He stated that if the U.S. Consumer Price Index (CPI) reaches 5%-6%, the yield on 10-year U.S. Treasury bonds could be 'close to' 8%. This would be the highest level since 1994, a substantial increase from the current level of approximately 4.58%. He noted that in addition to market factors, other structural factors could also drive yields higher. For instance, the rising level of government debt means the Treasury will need to issue more bonds. If demand does not increase in tandem, the increased bond supply will lead to higher yields.

[Roubini Warns: Inflation Remains the Biggest Risk to Markets, U.S. Bond Yields May Reach 30-Year Highs]On July 15, renowned economist Nouriel Roubini, known for his pessimistic forecasts and dubbed the 'Dr. Doom,' warned that inflation remains the biggest risk facing the market. Key factors driving inflation include geopolitical tensions, de-globalization, and increased government spending. Roubini cautioned that if the inflation trend continues to rise, long-term bond yields could experience significant changes. He stated that if the U.S. Consumer Price Index (CPI) reaches 5%-6%, the yield on 10-year U.S. Treasury bonds could be 'close to' 8%. This would be the highest level since 1994, a substantial increase from the current level of approximately 4.58%. He noted that in addition to market factors, other structural factors could also drive yields higher. For instance, the rising level of government debt means the Treasury will need to issue more bonds. If demand does not increase in tandem, the increased bond supply will lead to higher yields.

Roubini Warns: Inflation Remains the Biggest Risk to Markets, U.S. Bond Yields May Reach 30-Year Highs

On July 15, BlackRock reported that its assets under management (AUM) for the second quarter were $15.34 trillion, exceeding the estimate of $15.19 trillion.

[BlackRock's Q2 Assets Under Management Reach $15.34 Trillion]On July 15, BlackRock reported that its assets under management (AUM) for the second quarter were $15.34 trillion, exceeding the estimate of $15.19 trillion.

BlackRock's Q2 Assets Under Management Reach $15.34 Trillion

On July 15, IBM launched the IBM Power autonomous operating AI agent.

[IBM Launches IBM Power Autonomous Operating AI Agent]On July 15, IBM launched the IBM Power autonomous operating AI agent.

IBM Launches IBM Power Autonomous Operating AI Agent

On July 15, according to the Yomiuri Shimbun, Masayoshi Son, Chairman and CEO of SoftBank Group, stated at the annual meeting 'SoftBank World' held in Tokyo on Tuesday that he expects there will be 100 trillion AI agents and 1 billion humanoid robots by 2040, with AI becoming 'the largest industry in human history.' He noted that by 2040, AI is projected to contribute approximately 20% to global GDP, and remarked, 'With 100 trillion AI agents interacting, society will shift to being agent-centered rather than human-centered, fundamentally altering the global landscape.' Regarding the impact of humanoid robots, Son stated that robots can operate 24 hours a day, equivalent to 3 billion human workers, and will perform tasks faster, more accurately, and more meticulously, becoming the core of the workforce. He also emphasized that expanding data centers is key to achieving this vision, with electricity consumption expected to double by 2040, requiring an annual investment of about $5 trillion (800 trillion yen). In terms of future business strategy, Son asserted that the AI revolution should not be limited to Japan and must concentrate resources on the United States as the core battleground.

[Masayoshi Son Predicts 100 Trillion AI Agents by 2040, AI to Become Largest Industry in Human History]On July 15, according to the Yomiuri Shimbun, Masayoshi Son, Chairman and CEO of SoftBank Group, stated at the annual meeting 'SoftBank World' held in Tokyo on Tuesday that he expects there will be 100 trillion AI agents and 1 billion humanoid robots by 2040, with AI becoming 'the largest industry in human history.' He noted that by 2040, AI is projected to contribute approximately 20% to global GDP, and remarked, 'With 100 trillion AI agents interacting, society will shift to being agent-centered rather than human-centered, fundamentally altering the global landscape.' Regarding the impact of humanoid robots, Son stated that robots can operate 24 hours a day, equivalent to 3 billion human workers, and will perform tasks faster, more accurately, and more meticulously, becoming the core of the workforce. He also emphasized that expanding data centers is key to achieving this vision, with electricity consumption expected to double by 2040, requiring an annual investment of about $5 trillion (800 trillion yen). In terms of future business strategy, Son asserted that the AI revolution should not be limited to Japan and must concentrate resources on the United States as the core battleground.

Masayoshi Son Predicts 100 Trillion AI Agents by 2040, AI to Become Largest Industry in Human History

On July 15, Baidu (BIDU.US) surged about 2% in pre-market trading. Media sources citing insiders revealed that Apple and Baidu will collaborate to develop AI features for iPhone users in China. Baidu is focusing on developing an AI-based search function as part of Apple's intelligent feature suite, capable of processing images and text, and upgrading to a China-specific version of the Siri voice assistant. On June 23, overseas blogger One Jailbreak discovered "Baidu Visual Search" in the ExtensionKit while dissecting iOS 27 Beta 2 code. Today, the Cyberspace Administration of China released filing information for seven mobile-side generative AI services, with Apple Intelligent included.

[Baidu Surges About 2% Pre-Market on Reports of AI Search Feature for Apple Devices]On July 15, Baidu (BIDU.US) surged about 2% in pre-market trading. Media sources citing insiders revealed that Apple and Baidu will collaborate to develop AI features for iPhone users in China. Baidu is focusing on developing an AI-based search function as part of Apple's intelligent feature suite, capable of processing images and text, and upgrading to a China-specific version of the Siri voice assistant. On June 23, overseas blogger One Jailbreak discovered "Baidu Visual Search" in the ExtensionKit while dissecting iOS 27 Beta 2 code. Today, the Cyberspace Administration of China released filing information for seven mobile-side generative AI services, with Apple Intelligent included.

Baidu Surges About 2% Pre-Market on Reports of AI Search Feature for Apple Devices

On July 15, on-chain analyst ai_9684xtpa reported that the address 0xf83…96728 currently holds 12,832 ETH in a 20x short position and 366 BTC in a 20x long position, with both positions valued at approximately $24 million. Due to the recent rebound, ETH has outperformed BTC, resulting in an unrealized loss of about $4.07 million on the ETH position and an unrealized gain of about $216,000 on the BTC position, leading to a total unrealized loss of approximately $3.856 million.

[Whale Faces Over $3.85 Million Loss on ETH/BTC Short Position]On July 15, on-chain analyst ai_9684xtpa reported that the address 0xf83…96728 currently holds 12,832 ETH in a 20x short position and 366 BTC in a 20x long position, with both positions valued at approximately $24 million. Due to the recent rebound, ETH has outperformed BTC, resulting in an unrealized loss of about $4.07 million on the ETH position and an unrealized gain of about $216,000 on the BTC position, leading to a total unrealized loss of approximately $3.856 million.

Whale Faces Over $3.85 Million Loss on ETH/BTC Short Position

According to monitoring by Dongcha Beating, Instagram head Adam Mosseri stated that in the next year or two, the AI Token costs incurred by highly skilled engineers may approach their salaries or overall employment costs. At that time, Meta may set a Token cap for each engineer. The limit will depend on whether the company believes that this expenditure can yield positive returns. Currently, Meta has not imposed any limits. The company had previously shut down its internal Token consumption leaderboard. Mosseri mentioned that such leaderboards only encourage employees to 'burn Tokens' without necessarily creating value. The corporate attitude towards AI is shifting from encouraging extensive use to calculating input-output ratios.

[Meta Executive: AI Token Costs for Engineers May Equal Salaries, Future Limits Possible]According to monitoring by Dongcha Beating, Instagram head Adam Mosseri stated that in the next year or two, the AI Token costs incurred by highly skilled engineers may approach their salaries or overall employment costs. At that time, Meta may set a Token cap for each engineer. The limit will depend on whether the company believes that this expenditure can yield positive returns. Currently, Meta has not imposed any limits. The company had previously shut down its internal Token consumption leaderboard. Mosseri mentioned that such leaderboards only encourage employees to 'burn Tokens' without necessarily creating value. The corporate attitude towards AI is shifting from encouraging extensive use to calculating input-output ratios.

Meta Executive: AI Token Costs for Engineers May Equal Salaries, Future Limits Possible

According to monitoring by Dongcha Beating, Baidu founder Li Yanhong published an article in the People's Daily, proposing the use of 'Daily Active Agents' (DAA) to measure the intelligent economy. DAA tracks how many agents complete tasks and deliver results each day. Li compared tokens to the 'electricity bill' of AI, while DAA serves as the 'report card.' He criticized the industry for blindly chasing model scale and token consumption. AI should not only excel in laboratory benchmarks but must also be applied in real-world scenarios such as factories, healthcare, and logistics to create actual value.

[Li Yanhong Writes in People's Daily: Focus on Agent Productivity, Not Just Token Consumption]According to monitoring by Dongcha Beating, Baidu founder Li Yanhong published an article in the People's Daily, proposing the use of 'Daily Active Agents' (DAA) to measure the intelligent economy. DAA tracks how many agents complete tasks and deliver results each day. Li compared tokens to the 'electricity bill' of AI, while DAA serves as the 'report card.' He criticized the industry for blindly chasing model scale and token consumption. AI should not only excel in laboratory benchmarks but must also be applied in real-world scenarios such as factories, healthcare, and logistics to create actual value.

Li Yanhong Writes in People's Daily: Focus on Agent Productivity, Not Just Token Consumption

On July 15, sources revealed that Apple and Baidu will collaborate to develop artificial intelligence features for iPhone users in China. Baidu is focusing on creating an AI-based search function as part of the 'Apple Smart' feature suite, capable of processing images and text, and upgrading to a Chinese version of the Siri voice assistant. On June 23, overseas blogger One Jailbreak discovered 'Baidu Visual Search' in the ExtensionKit while analyzing the iOS 27 Beta 2 code. Today, the Cyberspace Administration of China released registration information for seven mobile-side generative AI services, including Apple Smart.

[Baidu Provides AI Search Functionality for Apple Smart Features]On July 15, sources revealed that Apple and Baidu will collaborate to develop artificial intelligence features for iPhone users in China. Baidu is focusing on creating an AI-based search function as part of the 'Apple Smart' feature suite, capable of processing images and text, and upgrading to a Chinese version of the Siri voice assistant. On June 23, overseas blogger One Jailbreak discovered 'Baidu Visual Search' in the ExtensionKit while analyzing the iOS 27 Beta 2 code. Today, the Cyberspace Administration of China released registration information for seven mobile-side generative AI services, including Apple Smart.

Baidu Provides AI Search Functionality for Apple Smart Features

July 21 - The European Central Bank raised all three key interest rates by 50 basis points, with the market expecting a 25 basis point increase, the first increase in 11 years. The rate will take effect on July 27, 2022. Consistent with its firm commitment to price stability, the ECB took further key steps to ensure that inflation returns to its 2% target over the medium term.

Detail

【The European Central Bank raised all three key interest rates by 50 basis points】July 21 - The European Central Bank raised all three key interest rates by 50 basis points, with the market expecting a 25 basis point increase, the first increase in 11 years. The rate will take effect on July 27, 2022. Consistent with its firm commitment to price stability, the ECB took further key steps to ensure that inflation returns to its 2% target over the medium term.

The European Central Bank raised all three key interest rates by 50 basis points

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The European Central Bank raised all three key interest rates by 50 basis points

Disclaimer：Il contenuto di cui sopra non rappresenta le posizioni di HTX.，HTX non fornisce alcuna raccomandazione di trading.。

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