July 4, 2025 02:14 PM GMT G10 FX Strategy | Japan M Idea JPY: Watching Upcoming Risk Events The strong headline US NFP print coupled with a lower unemployment rate have made it difficult for the market to price in a lower US terminal rate. However, the next risk event - the deadline of the 90-day suspension of reciprocal tariffs on July 9 - could potentially become the catalyst for USD/JPY to break through the low-end of the recent range. Maintain short USD/ JPY position. Key Takeaways Morgan Stanley MUFG S ...

重温《英伟达 GTC 2025》：挖掘 AI 算力需求预期差？ 20250706 摘要 美股算力领域表现突出，主要由推理和训练需求共振驱动，需关注大模 型和应用，而非仅依赖产业链数据。GTC 大会参会人数增加，AI 产业人 士占比提升，表明其对 AI 产业的重要性增强，蕴含大量信息差和预期差。 算力需求空间与 TOKEN 量密切相关，计算需求不断增加推动了这一趋 势的发展。海外算力公司的涨幅显著，仅靠传统业绩思路无法解释，需 深入分析 TOKEN 量如何影响计算需求，以及这些因素如何驱动未来趋 势。 Agentic AI 是推理模型衍生出的 AI 范式，强调任务分布执行和规划， 以完成某个任务为终极目标，通过拆解、分布、规划和执行来实现，能 够处理连续、多步骤的复杂或简单任务。 黄仁勋指出，现在不仅有预训练阶段，还有后训练（post training）和 测试时间（test time），这三个阶段都存在算力需求通胀，因此现在有 三条 skin law 曲线。 Q&A 全球 AI 算力跟踪的现状如何？与以往相比有哪些变化？ 当前全球 AI 算力的跟踪方式与以往有显著不同。过去主要通过产业链数据进行 跟踪，但这种 ...

Here in the center of Thran is the former US embassy where American diplomats were held hostage. And the walls are covered with anti-American murals and propaganda. But inside the old US embassy compound, there's now a cafe.Hi, good afternoon. How are you. Could I have an Americano, please.Yes. Do you do them iced. Ice Americano or Americano.How about It's hot today. Iced Americano. Ice American.Yes. Who would have thought that you could have gotten an Americano in the former US embassy in Thran. The world ...

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We will have no tax on tips, no tax on overtime. That was a campaign promise of President Trump's. Now he's signing it into law as part of his so-called one big beautiful bill.As this takes effect, the impact on the economy and individuals will likely be mixed. Tipped workers make up just 2 and 12% of the US workforce, and as many as 40% of those tipped workers already don't make enough money to have to pay federal income tax on any of their earnings. Still, about 12% of hourly workers clock some overtime e ...

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In America's official July 4th small town in small town USA, 4th of July city. The world's biggest time capsule according to the World Record Academy. A classic roadside attraction for 50 years.They found it. I can't believe they found it. Finally unsealed, revealing a treasure trove of Americana.Half a century ago today, the town came together to freeze a moment in time. Pet rocks, a teal colored leisure suit, very, very much 1975. even an almost perfectly preserved Chevy Vega.It took three days to crack o ...

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