RT Bloomberg Live (@BloombergLive)NEXT WEEK: How can small and mid-sized businesses thrive as technology reshapes commerce? Senior executives from @AWS, @Intuit, @salesforce, @PaloAltoNtwks, and more discuss new tools, trends and opportunities in San Francisco 12/10. #BloombergTech #BTechDigitalEconomy💳https://t.co/xAkRIAYCmR ...

Event Announcement - BloombergLive 将于下周在旧金山举办 BloombergTech BTechDigitalEconomy 活动，与 Mastercard 合作 [1] - 活动将聚焦支付的未来和数字经济，太平洋时间 12 月 10 日下午 4 点直播 [1]

Core Viewpoint - The Guangdong Provincial Government emphasizes the advancement of digital infrastructure and the integration of digital and real economies through the 15th Five-Year Plan, focusing on data, computing power, algorithms, and applications [1] Group 1: Digital Economy Development - The plan aims to deepen the construction of a "Digital Guangdong" by enhancing data element systems and creating high-quality industry data sets [1] - Establishment of data trading platforms in Guangzhou and Shenzhen to promote an open and secure data market [1] - Development of national-level data industry clusters to strengthen the regional digital economy [1] Group 2: Computing Power and Infrastructure - The initiative includes solidifying the computing power foundation and accelerating the construction of the integrated computing power network in the Guangdong-Hong Kong-Macao Greater Bay Area [1] - The plan highlights the development of the Shaoguan data center cluster as a national hub [1] Group 3: Algorithm and AI Innovation - Focus on algorithm technology innovation to capture the development of general and industry-specific large models [1] - Promotion of the "Artificial Intelligence +" initiative to drive research paradigm shifts and enhance AI integration with various sectors [1] - Emphasis on AI governance to ensure responsible development and application [1] Group 4: Industrial Internet and Integration - Implementation of the Industrial Internet Innovation Development Project to facilitate the deep integration of the real economy with the digital economy [1] - Collaboration with Hong Kong and Macao to create a "Digital Bay Area" [1] - Encouragement of innovation and healthy development within the platform economy [1]

Core Insights - The article emphasizes the importance of understanding the different types of REITs and their unique characteristics rather than merely chasing high yields [2][24] - Singapore's REIT market consists of seven main property sectors, each with distinct risk-return profiles and average yields [3][5][6][8][9][10][11] REIT Sectors Overview - **Industrial REITs**: Average yield of 6.6%, driven by e-commerce growth and long-term leases with stable tenants [3][4] - **Diversified REITs**: Average yield of 6.5%, providing stability through geographic and sector diversification [5] - **Retail REITs**: Average yield of 6.0%, influenced by consumer spending and location quality, facing challenges from online shopping [6] - **Office REITs**: Average yield of 6.9%, affected by employment levels and hybrid work arrangements [8] - **Hospitality REITs**: Average yield of 6.7%, sensitive to tourism and economic cycles [9] - **Specialized REITs**: Average yield of 4.9%, benefiting from digital transformation and cloud computing growth [10] - **Healthcare REITs**: Average yield of 4.8%, supported by aging populations and stable long-term tenants [11] Quality Metrics for REITs - **Distribution Yield**: Sustainable yields between 4-8% are preferred, with a focus on distribution growth over time [12] - **Debt-to-Assets Ratio**: Aiming for below 40% for financial flexibility, with an average of 39.6% across Singapore REITs [13][14] - **Interest Coverage Ratio**: A minimum of 2.0x is necessary, with 3.0x or higher being preferable [15] - **Occupancy Rates**: Targeting above 90% for most property types, with consistency over multiple quarters [16] - **Weighted Average Lease Expiry (WALE)**: Longer WALE provides income predictability, balancing renewal risks [17] Geographic Diversification - Over 80% of Singapore REITs hold overseas assets, reducing concentration risk and providing exposure to various economic cycles [18] Red Flags to Avoid - Caution is advised for REITs with extremely high yields, declining occupancy trends, high debt levels, frequent asset sales, and inexperienced management [19][20] Portfolio Construction Strategy - A strategic approach is recommended, with core holdings in diversified REITs, targeted exposure to growth sectors, and geographic themes [21][23]

Group 1 - Global data center revenues are projected to increase significantly from approximately $420 billion to over $600 billion by 2029, driven by the demand for generative AI, mobile connectivity, smart grids, and other technology-based infrastructure [2] Group 2 - The investing group Yield Hunting focuses on providing income investors with opportunities that carry lower risks compared to the equity market, managing four portfolios with varying yield targets [1][3] - The group offers a monthly newsletter, weekly commentary, rankings of closed-end funds (CEFs) based on yield, trade alerts, and a chat feature for investor inquiries [1][3]

ATLANTA (AP) — With data centers flooding into Georgia, utility regulators face a big decision: Should they let Georgia Power Co. spend more than $15 billion to increase its electricity capacity by 50% over the next six years to serve computer complexes? Or could the utility overbuild and stick other ratepayers with the bill? It would be one of the biggest build-outs in the U.S. to meet the insatiable electricity demand from developers of artificial intelligence. The largest subsidiary of Atlanta-based So ...

Company Overview - Talus_Labs is a Decentralized AI infrastructure startup with a mission to build a more democratic and efficient digital economy [1] - The company aims to provide the missing infrastructure required to bring trust, transparency, and economic incentives to autonomous AI agents onchain [1] Technology and Infrastructure - Talus_Labs is creating the infrastructure for an efficient, digital economy [1] - The company focuses on Decentralized AI infrastructure [1]

Core Insights - Thumzup Media Corporation is transitioning from a social advertising startup to a diversified operator in digital-asset infrastructure, data-center capacity, and next-generation computation [1][7] - The company raised $50 million in August 2025, increasing its total assets to $52 million, enabling it to pursue acquisitions and infrastructure buildouts [2] - Thumzup's acquisition of Dogehash Technologies, which has an annualized EBITDA of approximately $2.86 million, is a key part of its expansion strategy [3][5] Financial Position - The $50 million raised in the public offering provides Thumzup with the necessary scale and capital resources for growth [2] - The acquisition of Dogehash is expected to enhance Thumzup's operational efficiency and revenue capacity [4][5] Acquisition Strategy - The pending acquisition of Dogehash Technologies is aimed at expanding Thumzup's capabilities in industrial-scale mining and blockchain infrastructure [3][10] - Dogehash's recent purchase of 2,500 ASIC miners is expected to increase its active fleet to over 4,000 units by the end of 2025, enhancing its hash rate and revenue potential [4] Operational Expansion - Thumzup's strategy includes generating consistent cash flow and participating in emerging technologies, positioning the company for a significant role in the digital economy [5][6] - The company is focusing on high-growth sectors such as quantum computing, real-world asset tokenization, and artificial intelligence [7]

Core Insights - BlackRock's vision for 2026 indicates a bullish outlook for institutional crypto adoption despite a bearish view on U.S. bonds and the economy [1] - The U.S. federal debt is projected to exceed $38 trillion, creating a fragile market environment that may accelerate digital asset adoption among major financial institutions [2] - Increased government borrowing introduces vulnerabilities to economic shocks, prompting institutions to consider alternative assets like bitcoin as a hedge against fiscal instability [3] Institutional Crypto Adoption - BlackRock's allocation of $100 billion to bitcoin ETFs is expected to drive significant institutional investment in crypto, potentially pushing bitcoin prices to over $200,000 [4] - The transition towards a tokenized financial system is seen as a critical development, with tokenization providing the necessary infrastructure for private credit and asset management [5] Stablecoins and Digital Assets - Stablecoins are evolving from niche products to essential bridges between traditional finance and digital liquidity, according to BlackRock's global head of market development [6] Impact of AI on Bitcoin Mining - The surge in demand for high-performance computing driven by AI is benefiting bitcoin miners, who are leveraging their energy deals for new opportunities [7] - Publicly traded mining firms are reporting increased revenues not only from mining but also from leasing data center capacity to AI companies requiring power-intensive GPUs [8]

Core Insights - The high-speed connector industry is experiencing rapid growth driven by core applications such as artificial intelligence, data centers, new energy vehicles, and 5G/6G communications [1][2] - The demand for AI is boosting the storage and optical communication sectors, with a recommendation to focus on domestic optical modules, optical devices, and optical chips [1] - The Chinese high-speed connector market is expected to exceed 64.46 billion yuan by 2025, growing at a rate of 22.3% year-on-year, making it one of the fastest-growing markets globally [2] Company Overview - Yihua Co., Ltd. is one of the few domestic companies capable of mass-producing high-speed connectors, which are critical components for high-speed interconnections in servers and data centers [1] - The company has achieved mass delivery of high-end products such as QSFP56200G and QSFP-DD400G, demonstrating a full-process capability from mold development to automated assembly and testing [1] - Yihua has established long-term partnerships with high-quality clients, including Huawei, ZTE, Foxconn, and others, which positions the company favorably in the connector industry [2] Industry Trends - The evolution of high-speed connectors is closely tied to the digital economy, with applications ranging from 5G base stations to autonomous vehicles, where performance directly impacts data transmission efficiency and stability [2] - The trend towards supernodes, driven by AI, is expected to enhance the performance of computing clusters, increasing the demand for connectors [2][3] - Major companies like Huawei and Alibaba are launching supernode solutions, indicating a sustained increase in supernode penetration rates, which will create opportunities for the entire computing power supply chain [3]