Senate’s Wyden Pledges Battle Over Pentagon Ban on Anthropic

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02、跨界的野心:为什么各大巨头都“盯”上了毛孩子?如果说养宠人的情绪是点火器,那么让宠物经济加速发展的则是各大巨头的入场。宠物消费具备三大优势:生命周期长、复购极强、情绪粘性高,这三点构成消费行业理想的商业结构。

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巨大的投入没有换来对等的利润,这让华尔街的耐心达到了临界点。作为全球 AI 算力总龙头的英伟达,成为了这场情绪博弈的最佳观测站。在最新的财报中,英伟达预计第一季度营收将在 764 亿美元至 796 亿美元之间,这已经超过了分析师 728 亿美元的平均预期。

The incidence of tariffs on producers, in the form of lower pre-tariff prices, and consumers, in the form of higher tariff-inclusive prices, is a long-standing issue in international economics. While economic theory suggests various possibilities, empirical evidence on the distribution of tariff burdens across the supply chain, from producers through distributors to retailers, is limited.

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