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After successfully investing in Tesla, Alibaba, and Meituan, this value investment giant is very Bullish on ByteDance.
Peter Singlehurst, the growth investment director and partner at the renowned value investment firm Baillie Gifford, known as the "Global Growth Stock Catcher," recently accepted an interview with a blog, discussing the AI boom and which companies are currently the best to invest in among various popular Topics. As a century-old institution in the investment industry, Baillie Gifford, located in Edinburgh, Scotland, has a core investment strategy philosophy of a global long-term growth approach, which aims to discover and invest long-term in a select few high-quality companies that are the most competitive, innovative, and efficient in growth globally. The global Technology giants.
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After six months of establishment, what achievements has DOGE actually made?
According to media investigations, DOGE has not only failed to fulfill its promise of cutting $1 trillion in spending, but even the $170 billion it claims to have saved on its website is greatly inflated, with only $31.8 billion of those figures being verifiable.
Trump traveled around the Middle East, and the wealthy presented trillions at his doorstep, with NVIDIA receiving a large gift package.
During a visit to the Middle East, Trump reached the largest-ever business agreement between the USA and Saudi Arabia, which includes $80 billion in cutting-edge Technology investments from companies like Google, DataVolt, Oracle, $20 billion for AI Datacenter and Energy Infrastructure investment from DataVolt; at the same time, Saudi Arabia pledged to invest $600 billion in the USA to strengthen "energy security, defense industry, CSI Leading Technology Index, and access to Global Infrastructure and critical minerals channels."
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Alphabet's Value Could Skyrocket To $3.7 Trillion With Google's 'Big Bang Breakup' Over 'Isolated Spin-Offs,' Says Analyst
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Musk's Middle East tour "wishful thinking": aims to introduce Robotaxi in Saudi Arabia!
① Tesla CEO Elon Musk visited three Middle Eastern countries with USA President Trump, expressing hope to introduce Tesla robot taxis in Saudi Arabia at the Saudi-USA Investment Forum; ② Musk also announced that his satellite Internet service provider Starlink has received approval in Saudi Arabia for maritime and aviation sectors.
Schroder Investment: Short-term severe sell-off of U.S. bonds, medium and long-term layout opportunities emerge.
Wu Meiyan, the Director of Fixed Income Investments at Schroders, stated that the sharp sell-off in the short-term US Treasury market, while reflecting market sentiment, often contains opportunities for long-term investors.
The brief "springtime" for the dollar cannot withstand the long "bearish path"! Hedge funds warn that tariff policies will trigger a wave of dollar selling.
The founder of Exante Data believes that the recent rebound of the dollar is just a fleeting moment, and the long-lasting "dollar bear market" has only just begun, mainly due to a series of chaotic tariff policies aimed at Global trade introduced by the Trump administration to reshape the USA economy and trade.
What is the market saying? While the Nasdaq is soaring, U.S. Treasury yields are approaching their highs, and the dollar is falling.
The analysis suggests that the rebound in the US stock market may only be a superficial celebration. The abnormal rise in US bond yields and the divergence from the dollar's trend point to structural fiscal issues in the USA, or imply a deeper risk of dollar collapse. With the USA government expected to issue over 2 trillion dollars in national debt, the lack of buyers may force the Federal Reserve to resume expanding its balance sheet.
The deadline for Tesla Robotaxi is approaching, but "key tests" have yet to be conducted.
With only a few weeks left until Musk's promised deadline to launch the first Robotaxi service in Austin, Texas, Tesla had not yet begun testing its autonomous safety drivers as of last month. The starkly different training and operation paths compared to Waymo have also raised external concerns about the safety of Tesla's Robotaxi.
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