戰爭(美國每天花10~20億美金，只算美國......)； 《金融時報》美國總統川普表示，對伊朗的戰爭將「很快」結束，以此試圖平息石油市場的波動。但這場戰爭的走向完全出乎他的意料，他又該如何結束呢？ 。與 AI (黃仁勳認為，人工智慧代表了人類史上規模最大的基礎建設。AI represents the largest infrastructure build-out in human history, according to Jensen Huang.； 理論上，類人機器人應該能夠順利融入為人類打造的世界。但它們究竟何時才能真正成熟，目前尚不清楚。 )與生產力提升： Gemini 人工智慧代理將在五角大廈超過 300 萬名員工的非機密網路上運作。 Google's Gemini AI agents will operate on unclassified networks across the Pentagon's workforce of over 3 million people. 強調 Palantir 是人工智慧熱潮的主要受益者之一。伍德將當前的人工智慧浪潮比喻為上世紀80年代的個人電腦革命，稱之為具有變革意義的「個人電腦時刻」。伍德認為，由人工智慧驅動的平台可以顯著提升各行各業的生產力。她表示，圍繞先進人工智慧建構的企業軟體預計在未來幾年內推動生產力每年成長5%。 數字滿天亂飛

Financial Times 

US President Donald Trump has said the war against Iran would end ‘very soon’ as he sought to calm volatility in the oil market. But how can he end a war that has not followed the script? https://ft.trib.al/rVq3ufw

《金融時報》美國總統川普表示，對伊朗的戰爭將「很快」結束，以此試圖平息石油市場的波動。但這場戰爭的走向完全出乎他的意料，他又該如何結束呢？

 理論上，類人機器人應該能夠順利融入為人類打造的世界。但它們究竟何時才能真正成熟，目前尚不清楚。

In theory humanoids should fit smoothly into a world built for humans. But just how soon they will be ready for prime time is unclear https://econ.st/4q9xZFB…

AI represents the largest infrastructure build-out in human history, according to Jensen Huang.黃仁勳認為，人工智慧代表了人類史上規模最大的基礎建設。

· ARK Invest 執行長 Cathie Wood 表示，重大技術變革和地緣政治緊張局勢的緩和可能會在未來幾年重塑全球市場。在她的「In The Know」更新中，Wood 指出有跡象表明伊朗衝突可能正在降溫，並提到據報道伊朗飛彈和無人機活動下降了 90%。

Wood 將伊朗年輕且受過良好教育的人口比作“蓄勢待發的彈簧”，如果政治環境發生變化，他們最終可能會融入全球科技經濟。她認為，一個更穩定的中東地區可能會釋放該地區新的經濟成長潛力。

Wood 展望的核心是石油需求的長期崩潰。她預測，隨著電動車和自動駕駛汽車的普及，目前接近每桶 90 美元的原油價格可能在未來五到十年內跌破 50 美元。

Wood 認為，像特斯拉這樣的公司將在這一轉變中發揮關鍵作用。隨著電動車變得更便宜、更普及，她預計傳統石油需求將大幅下降。

她也強調 Palantir 是人工智慧熱潮的主要受益者之一。伍德將當前的人工智慧浪潮比喻為上世紀80年代的個人電腦革命，稱之為具有變革意義的「個人電腦時刻」。

伍德認為，由人工智慧驅動的平台可以顯著提升各行各業的生產力。她表示，圍繞先進人工智慧建構的企業軟體預計在未來幾年內推動生產力每年成長5%。

Benzinga 

ARK Invest CEO Cathie Wood says major technological shifts and easing geopolitical tensions could reshape global markets in the coming years. Speaking in her “In The Know” update, Wood pointed to signs that the Iran conflict may be cooling, noting a reported 90% drop in Iranian missile and drone activity.

Wood described Iran’s young and educated population as a “coiled spring” that could eventually join the global technology economy if political conditions change. She suggested that a more stable Middle East could unlock new economic growth across the region.

A central part of Wood’s outlook is a long term collapse in oil demand. She predicts crude prices, currently near $90 per barrel, could fall below $50 over the next five to ten years as electric vehicles and autonomous transportation expand.

Wood believes companies like Tesla will play a key role in that shift. As electric mobility becomes cheaper and more widespread, she expects traditional oil demand to weaken dramatically.

She also highlighted Palantir as a major beneficiary of the AI boom. Wood compared the current wave of artificial intelligence to the personal computer revolution of the 1980s, describing it as a transformative “PC moment.”

According to Wood, AI driven platforms could dramatically boost productivity across businesses. She said enterprise software built around advanced AI could push productivity growth toward 5% annually in the coming years.

谷歌的 Gemini 人工智慧代理將在五角大廈超過 300 萬名員工的非機密網路上運作。

Google's Gemini AI agents will operate on unclassified networks across the Pentagon's workforce of over 3 million people.