Dalio: AI wars no country can afford to lose. China's chips lag behind but are ahead in applications. Great companies should pay more attention to the price.

15:05 08/02/2025

Recently, Ray Dalio, the founder of the world's largest hedge fund Bridgewater Associates, shared his views on AI warfare and diversified allocation in a dialogue.

AICurrency is more private. Cryptocurrency is easy to be taxed by the government, in other words, the government knows where it is, who is doing what, etc. It is also an effective tax asset.This article is reproduced from the "Investment Workbook Pro" WeChat public account, edited by GMTEight: Liu Jiayin.

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AI trading "ignored risks": in case, a vast amount of capital expenditure "cannot be spent"

Dove sounds rise again! Federal Reserve Daly: Labor market is fragile, may need to cut interest rates once or twice.

Guosen: The final mindset of asset trend convergence.