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散户疯狂、科技巨头分化,AI推动的美股牛市到顶了吗?【101Weekly】
硅谷101· 2025-08-05 02:42
On August 1st, the US stock market experienced a sudden sell-off. The Dow Jones and Nasdaq indices plummeted, with tech stocks bearing the brunt of the losses. The total market value of the entire market evaporated by over $1 trillion . Many people were confused.What happened. Is the bull market over. Overall, the US economy is still slowing, a typical sign of entering the late stage of a growth cycle.Trump likely didn't anticipate the significant impact that firing the Census Bureau director would have on ...
股价腰斩,跌落神坛的诺和诺德错在哪一步?|Novo Nordisk|Eli Lilly|GLP-1【101 Weekly】
硅谷101· 2025-08-03 23:30
昔日的“减肥药之王”诺和诺德遭遇史上最大单日暴跌,股价在7月底暴跌了30%,是有史以来最大的单日跌幅。要知道,此前诺和诺德市值一度超过了丹麦的全国GDP,如今暴跌的导火索是什么呢?前有百年对手礼来的反超,后有美国复方药房的价格战搅局,减肥药市场已经卷成一片红海,而诺和诺德又做错了什么呢? 这期视频我们将盘点各大主流减肥药的产品效果区别,以及市场上都有哪些玩家?并结合最新的财报数据,看看这个千亿美元的新消费市场里,为什么率先“翻车”的不是追赶者,而是那个最早登顶的王者?在多重夹击下的诺和诺德临场换帅,但新CEO却从未直接负责过竞争最激烈的美国主战场,此举能否带领公司走出困境?减肥药混战进入下半场后,失速的诺和诺德还有翻盘机会吗? 时间轴: 00:00 - 00:51 诺和诺德下调全年指引,市值暴跌30% 00:51 - 02:32 早有预警的崩盘:产品研发未达预期、市场竞争节节败退 02:32 - 03:28 减肥药的技术底层:期初被用于治疗糖尿病的肠道激素GLP-1 03:28 - 05:19 诺和诺德与礼来长达百年的竞争:产品效果和商业化节奏 05:19 - 09:59 双雄争霸的时代已结束,减肥药赛道日益 ...
“幽灵光标”爆发在即?从OpenAI杀入通用AI Agent,看懂下一个万亿流量之战与四大技术流派|ChatGPT Agent |Manus|GensPark|Pokee AI|UiPath
硅谷101· 2025-07-31 23:36
Before releasing its blockbuster GPT-5, OpenAI disrupted the market with another track : the general AI agent. People want a general agent that can use computers on its own and help them complete complex tasks, but the results are said to be a bit disappointing. It seems that they are making a move to dominate the market in order to see the emergence of many general agents on the market , rather than that they are really ready. The outside world speculates that GPT-5 will be released soon. OpenAI's release ...
AI拿下奥数IMO金牌,但数学界的AlphaGo时刻还没来 | 101 Weekly
硅谷101· 2025-07-30 00:22
When AI can win the Mathematical Olympiad, how far are we from AGI? I woke up thinking I'd traveled back to high school. Someone in my circle of friends actually mentioned the IMO , the International Mathematical Olympiad for middle school students. I remember back then, only the most elite students could compete. This year, it was won by AI. OpenAI and Google DeepMind announced their models had achieved the gold medal standard for the IMO. The "before and after" announcements, though only two days apart , ...
明星AI独角兽Windsurf被瓜分的背后:资本拉锯、背刺与共识破灭|101 Weekly
硅谷101· 2025-07-23 00:19
This is the most ridiculous acquisition case in Silicon Valley AI this year. Since the beginning of May, OpenAI and AI programming unicorn Windsurf have been reported to have acquisition negotiations with a valuation of $3 billion. This company is regarded as one of the most valuable and easiest to land star startups in the generative AI wave.ARR (annual recurring revenue) once reached hundreds of millions of dollars, covering at least 350 large corporate customers and hundreds of thousands of daily active ...
瑞幸进军星巴克老家:$1.99的生椰拿铁能卷赢美国吗?|101 Weekly
硅谷101· 2025-07-21 23:30
Can the $1.99% raw coconut latte beat Starbucks in the United States. After defeating Starbucks in the Chinese market, Luckin Coffee further entered Starbucks' home turf and opened two stores in New York. Yiwen: Let's go to Luckin Coffee.One of the two stores is at the subway station entrance of New York University, and the other is where I am standing behind me now. It is closer to the city center and there is a Starbucks less than 100 meters away. Why did Luckin Coffee, which positions itself as a technol ...
国际投行的困惑:中国新一轮千亿外卖大战“值得打”吗?|101 Weekly
硅谷101· 2025-07-20 23:30
What will the food delivery war look like in the future. What are Meituan, JD. com and Alibaba investing billions of dollars for.Why does Goldman Sachs say that the market situation is most likely to be 5.5%:3.5%:1 in the end. Today, let's talk about why this topic is starting now. The core reason is that the old growth points have been achieved.The giants need to expand their boundaries to gain new growth. But this expansion naturally begins to overlap . UBS said that on one hand, Meituan has begun to expa ...
不争总统争“未来”:马斯克“美国党”想振兴的不止美国|101 Weekly
硅谷101· 2025-07-15 23:46
Musk announced the establishment of his own political party, the "American Party", to challenge the two-party system in the United States . He had just parted ways with the Democratic Party and broke up with Trump when he did this, which was as difficult as sending humans to Mars . It was ridiculous to establish a third party , but he wanted to change more than just the United States. For him, really taking over the American regime must be too small a goal for him. Hello everyone, I am Chen Qian. This is th ...
2025最大科技股IPO:Figma的逆袭与不成熟的AI故事|101 Weekly
硅谷101· 2025-07-14 23:30
Which company is the potential largest tech IPO in the US this year? And why did the emergence of generative AI make it once abandoned but now become its killer move? Maybe you haven't heard of this company's name , but the interfaces of the apps you use and the web pages you open every day are likely designed on the tools created by this company. This company is called Figma Figma is the most popular design tool in the world. What it does is very simple. It allows design teams to collaborate through the br ...
抢夺全球热钱:美股代币化的新“阳谋”与争议 | 101 Weekly
硅谷101· 2025-07-13 23:26
What? The US stock market has hit a new high again? Nvidia's market value has exceeded 4 trillion US dollars? Bitcoin has also hit a new record high? The market has been really crazy recently. My friends around me are all discussing whether the US stock market will continue to rise? If it can rise again, where will the driving force come from? There are actually two very popular narrative lines on Wall Street now . One is of course AI and technology, and the other is the tokenization of US stocks. Will the ...