格隆汇10月10日｜Venture Global开盘走低，跌近18%。此前，公司在英国石油公司(BP)液化天然气仲裁 案中败诉。 ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

自从阿尔巴尼斯上台后，澳大利亚的农民、渔民和矿工们都松了一口气。新政府改变了对中国的立场，恢复了中澳之间的正常贸易。澳大利亚长期依赖出口 铁矿石、葡萄酒等产品，铁矿石是其中最重要的出口商品。然而，最近围绕铁矿石的一场风波让澳大利亚陷入了困境，甚至令澳大利亚媒体发出警告，局势 发生了变化。 美国的反应尤为紧张，因为澳大利亚的铁矿石出口威胁到了美元的全球地位。众所周知，美元长期以来是全球通用的货币，但如今其地位变得岌岌可危。一 方面，美国的经济疲软导致美元的价值难以保值；另一方面，全球石油贸易格局的变化也影响了美元的使用。特别是，俄罗斯的石油出口遭受欧美国家的联 合打压，导致石油价格和供应不稳定，这直接削弱了美元的地位。 美国对中国加征的关税也间接影响了美元的使用。中国为避免对美元的依赖，加大了人民币的国际化进程。随着人民币在国际贸易中的应用增加，美元失去 了部分市场份额。同时，一些国家开始减少持有美元，转而增持黄金作为保值手段，中国作为全球第二大经济体，对黄金的需求也在急剧上升。 黄金的上涨让拥有黄金矿产资源的国家受益，澳大利亚便是其中之一。澳大利亚不仅拥有丰富的黄金资源，还出口大量铁矿石，主要销往中国。近期， ...

NextDecade said on Wednesday CFO Brent Wahl will step down on October 20 to join a digital infrastructure company and will be replaced by the U.S. liquefied natural gas producer's senior vice presiden... ...

最近，中国的铁矿石采购公司要求所有国有钢铁厂停止采购澳大利亚的必和必拓铁矿石，哪怕这些铁矿石已经装船并且正驶向中国。这样的一决定，无疑让 澳大利亚措手不及。 2025年3月，美国宣布新一轮对华关税政策后，澳大利亚的股市迅速下跌，三天内就下跌了超过6%。澳元汇率也跌到了五年来的最低点。作为一个既没有直 接参与关税战，又因"转单效应"受益的国家，澳大利亚却在不知不觉中成为了这场风暴的中心。 在采访中，一位澳大利亚的跨国咨询公司CEO表示，通常市场动荡时，咨询需求会迎来高峰。但这一次，客户们却陷入了迷茫，"他们甚至不知道该问什么 问题"。这种前所未有的困惑，深刻影响着澳大利亚的经济。 在全球贸易的舞台上，中美两国的关税战吸引了全世界的目光，尤其是那些站在一旁的国家。然而，澳大利亚原本以为能安静地旁观，却没想到自己也被卷 入其中。 作为全球重要的资源和农产品出口国，澳大利亚与中美两国的经济联系非常复杂。虽然美国是澳大利亚的第四大出口市场，但其出口总额仅占约6%，理论 上受到关税影响应不大。然而，由于澳大利亚与亚洲经济体的紧密关系，美国的关税政策对其的间接影响却被放大了。 中国是澳大利亚最大出口市场。随着美国关税导致中 ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

至于贸易战的未来，马光远认为消费是关键。他指出，中国必须摆脱依赖传统经济学的思维，不能单纯依靠投资和出口拉动经济，而应将资源更多地配置到 民生上。与美国相比，他认为美国的消费模式不可持续，债务过高，逆差过大，且美联储高利率下，经济软着陆非常困难。到2024年，失业率预计将上升至 4%，通货膨胀为3%。 从另一个角度看，美国对中国的出口也占有重要地位。比如高科技产品、农产品和能源。中国是美国大豆的最大买家，2023年进口了3000万吨。在贸易战 时，中国转向巴西购买大豆，导致美国农民面临库存堆积，许多人破产。马光远认为，这表明中美贸易是双向的，美国农业也严重依赖中国市场。 在能源 领域，中国大量购买美国的液化天然气，2024年的进口量更是大幅上升。半导体领域，美国的芯片公司，如英伟达和高通，约20%的收入来自中国。禁售 后，公司的股价下跌，问题逐渐显现。 那个网络段子虽然是笑话，但却真实地反映了中美两国的经济关系。美国议员试图清除所有中国制造的物品，结果 家里一片空白，老婆连衣服都没有，因为全球80%的纺织品都来自中国。美国服装进口中有60%来自中国，而电子产品、手机、电脑几乎90%是中国组装 的。就连沃尔玛超 ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a pressing concern regarding the energy supply needed to sustain this growth [2] - AI data centers, such as those powering large language models, consume energy equivalent to that of small cities, indicating a looming energy crisis [2][3] - The company in focus is positioned to capitalize on the surge in demand for electricity driven by AI, making it a potentially lucrative investment opportunity [3][6] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for energy infrastructure [4][5] - It is involved in the U.S. LNG exportation sector, which is expected to grow significantly under the current administration's energy policies [7] - The company is noted for its debt-free status and substantial cash reserves, which amount to nearly one-third of its market capitalization [8][10] Market Position - The company has a significant equity stake in another AI-related venture, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9] - It is trading at a low valuation of less than 7 times earnings, making it an attractive option for investors looking for undervalued stocks in the AI and energy space [10][11] Future Outlook - The ongoing AI infrastructure supercycle, combined with the onshoring boom and a surge in U.S. LNG exports, positions the company favorably for future growth [14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure [12][13]