Donald Trump gained 2024 votes in areas where inflation was worse. Research indicates that the Republican candidate experienced slight electoral gains in counties with higher rates of inflation, particularly in lower-income areas.

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资本市场一边因为“AI恐慌论”，担心AI Agent的大规模应用会彻底替代传统软件，因而抛售传统企业软件公司的股票，导致Salesforce、Adobe，ServiceNow等公司的市值持续蒸发；另一方面又对黄仁勋“AI Agent经济学”的增长逻辑抱有疑虑，担心AI应用不及预期，而卖出英伟达股票，导致其在业绩高涨时出现股价暴跌。

Article InformationAuthor, 邁克·溫德林（Mike Wendling）

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