美元/离岸人民币 (USDCNH) 加自选

中国加速人工智能工厂革命，以保护其作为世界制造业中心的地位。中国正在加速在整个经济体范围内推动人工智能与制造业的融合，以保持其作为世界工厂的地位。尽管北京仍致力于在前沿人工智能领域与美国科技巨头竞争，但其近期优先事项是工业生存——提高产量，减少劳动力需求，并在成本、关税和劳动力短缺不断上升的情况下保持出口竞争力。

China accelerates AI factory revolution to protect status as the world's manufacturing hub.China is accelerating an enormous, economy-wide push to fuse artificial intelligence with manufacturing in an effort to preserve its position as the world's factory floor. While Beijing still aims to compete with U.S. tech giants in frontier AI, its near-term priority is industrial survival—boosting output, cutting labour needs, and keeping exports competitive despite rising costs, tariffs and labour shortages.

随着人工智能进入TPU时代，华尔街交易了Über鸽子Fed试验气球。随着人工智能进入TPU时代，华尔街交易了Über鸽子Fed试验气球

Wall Street trades the Über-dove Fed trial balloon as AI enters its TPU age.Wall Street trades the Über-dove Fed trial balloon as AI enters its TPU age

交易日美联储乐观情绪，感恩节周。理解推动全球市场的力量

TRADING DAY Fed optimism, Thanksgiving week   .Making sense of the forces driving global markets

欧元因美国数据疲软而走强，鸽派重新定价加剧。欧元因美国数据疲软而走强，鸽派重新定价加剧

Euro strengthens on softer US figures, dovish repricing intensifies.Euro strengthens on softer US figures, dovish repricing intensifies