重要股东反对马斯克“万亿美元薪酬”；韩国KOSPI指数年内涨71%居全球首位

Group 1 - Nvidia's market capitalization has surpassed $5 trillion, making it the first company to achieve this milestone, driven by increased investments in the global AI industry [4][6][12] - The "Magnificent Seven" tech giants are experiencing a decline in available cash, as indicated by the rising ratio of capital expenditure to operating cash flow since 2024 [4][8][12] - Harris Kupperman, founder of Praetorian Capital, argues that the financial logic behind AI investments is flawed, requiring approximately $1 trillion in revenue to break even, while current monthly revenues are just over $1 billion, suggesting a payback period of about 83 years [4][18][20] Group 2 - Major tech companies are significantly increasing their capital expenditures, with Nvidia, Apple, Microsoft, Amazon, Google, Meta, and Tesla all planning substantial investments [7][8] - Despite rising revenues, the financial health of these companies is under pressure, as their capital expenditure is outpacing their operating cash flow [8][12] - Companies like Meta are resorting to external financing methods, including issuing bonds and private credit, to support their capital expenditures, indicating a shift from relying on internal cash flow [12][13][17] Group 3 - The U.S. government has been in a shutdown for over a month, affecting food assistance programs for approximately 42 million Americans, highlighting the potential socio-economic impact of political stalemates [21][22][23] - Elon Musk's $1 trillion compensation plan for Tesla is facing opposition from significant shareholders, with the outcome of the upcoming vote seen as critical for the company's future [25][26][27] - The KOSPI index in South Korea has risen 71% year-to-date, driven by strong performances from major companies like Samsung and SK Hynix, indicating robust market conditions in the region [41][42]