News linked to both this project and an event.
The Federal Reserve is about to announce its interest rate decision, after which Fed Chair Kevin Warsh will hold a press conference. Markets expect the Fed to keep the benchmark rate unchanged in the 3.75%–4% range, with investors focused on three key signals: first, whether three or more voting members dissent from holding rates steady and advocate for a hike; second, how Warsh assesses the recent easing of financial conditions and the pullback in U.S. Treasury yields; third, what he says about two consecutive months of above-expectation inflation data, oil prices near $100, and record-high U.S. diesel prices.If more officials signal a hawkish tilt, or if Warsh views looser financial conditions as exacerbating inflationary pressure, market expectations for future rate hikes could intensify, potentially lending support to the dollar index while weighing on risk assets such as Bitcoin. Ahead of the decision, Bitcoin stood at $81,411, up more than 2% over 24 hours; Ethereum, SOL, and XRP also posted gains of over 2% over the same period. (CoinDesk)
Odaily News: Fed Chair Warsh habitually measures his tenure in days, and on the 127th day of his leadership at the Federal Reserve, the contours of an institutional restructuring have already emerged. He quickly adjusted the post-FOMC press conference mechanism, not only significantly compressing the duration of the press conference, but also rearranging the seating order for reporters' questions alphabetically by the English names of news organizations.These seemingly superficial adjustments in form, in reality, reflect Warsh's complete break with his predecessors in monetary policy thinking and communication style. At the September 16 press conference, he directly rejected the traditional neutral rate analytical framework, explicitly stating that the concept is only "academically useful" and has no guiding significance for the Fed's rate hike decisions. (Substack)
关键驱动是 2028 年 AI 数据中心新增装机 81 GW 及800V 高压直流架构替代传统交流。新架构用 SiC 固态变压器、GaN DC-DC 转换器替代机电设备，半导体单瓦含量从 175 美元升至 260 美元。