📰 A consumer-grade AI agent called Muse—unexpectedly, it has already scared off financial stocks on Wall Street.
Backed by download numbers, it topped the app store and brought shopping, payments, ticket booking, customer service, and wealth management straight in front of ordinary users. The market has begun re-pricing the value of banks, insurance companies, brokerages, telecoms, and online travel. The S&P Financials index fell nearly 2% in a single day, and JPMorgan also logged its biggest one-day drop since July.
🔥 But the money hasn’t left AI—it has shifted toward the underlying infrastructure: CPUs, storage, networking, and e-commerce platforms. Goldman Sachs believes the next wave of AI may not involve just a few companies training several big models, but rather billions of distributed agents running on their own. That sounds dramatic, but trading desks poured cold water: this is more like a FOMO-driven market—actual trading activity is only 3 points, with 10 as the maximum.
In fact, the model side is also starting a price war. OpenAI’s new model API price is 50% lower than the promotional price for GPT-5.6, and Anthropic’s Claude Opus 5.5 is about 40% cheaper than the previous generation, with output speed up by more than 30%. As models get cheaper, the number of calls may keep rising—that’s exactly why storage, chips, and cloud services are being bid up.
💡 On the other side, Trump said U.S. and Iranian officials have held talks for roughly three hours. Oil has fallen for five consecutive days—whether the Strait of Hormuz will reopen again is a key variable. Falling oil prices can ease inflation, but Fed officials are still worried that price pressure will persist. Right now, the three lines—AI, energy, and interest rates—are tightly intertwined.
To be honest, Muse shows that agents can quickly enter everyday life, but whether financial institutions will truly be replaced is still too early to conclude. Do you think this round of capital will keep chasing chips and storage, or will it circle back to financial stocks?
#AI智能体 #美股 #芯片 #宏观市场
Backed by download numbers, it topped the app store and brought shopping, payments, ticket booking, customer service, and wealth management straight in front of ordinary users. The market has begun re-pricing the value of banks, insurance companies, brokerages, telecoms, and online travel. The S&P Financials index fell nearly 2% in a single day, and JPMorgan also logged its biggest one-day drop since July.
🔥 But the money hasn’t left AI—it has shifted toward the underlying infrastructure: CPUs, storage, networking, and e-commerce platforms. Goldman Sachs believes the next wave of AI may not involve just a few companies training several big models, but rather billions of distributed agents running on their own. That sounds dramatic, but trading desks poured cold water: this is more like a FOMO-driven market—actual trading activity is only 3 points, with 10 as the maximum.
In fact, the model side is also starting a price war. OpenAI’s new model API price is 50% lower than the promotional price for GPT-5.6, and Anthropic’s Claude Opus 5.5 is about 40% cheaper than the previous generation, with output speed up by more than 30%. As models get cheaper, the number of calls may keep rising—that’s exactly why storage, chips, and cloud services are being bid up.
💡 On the other side, Trump said U.S. and Iranian officials have held talks for roughly three hours. Oil has fallen for five consecutive days—whether the Strait of Hormuz will reopen again is a key variable. Falling oil prices can ease inflation, but Fed officials are still worried that price pressure will persist. Right now, the three lines—AI, energy, and interest rates—are tightly intertwined.
To be honest, Muse shows that agents can quickly enter everyday life, but whether financial institutions will truly be replaced is still too early to conclude. Do you think this round of capital will keep chasing chips and storage, or will it circle back to financial stocks?
#AI智能体 #美股 #芯片 #宏观市场
