Japan’s Nikkei 225 Stock Average is headed for a record high close that would erase its losses from the Iran war on optimism the new peace talks may hasten the end to the conflict. The blue-chip index rose 2.4% to 59,549.59 as of late morning in Tokyo, above the all-time high close of 58,850.27 marked on Feb. 27. The broader Topix climbed 1.3% to 3,820.66. Export-related stocks including the autom...
Japan’s Nikkei 225 Stock Average is headed for a record high close that would erase its losses from the Iran war on optimism the new peace talks may hasten the end to the conflict. The blue-chip index rose 2.4% to 59,549.59 as of late morning in Tokyo, above the all-time high close of 58,850.27 marked on Feb. 27. The broader Topix climbed 1.3% to 3,820.66. Export-related stocks including the automotive, electronics and information technology sectors performed well, while real estate and food shares retreated. Markets globally are within reach of recovering to pre-war levels. The S&P 500 and Nasdaq 100 indexes both ended at record highs . This comes as the US and Iran are considering a two-week ceasefire extension to allow more time to negotiate a deal, Bloomberg reported. “News is emerging that is reassuring the market regarding the situation in the Middle East,” said Takashi Ito , senior strategist at Nomura Securities Co. He expects Japanese stocks to catch up with US equities. The Nikkei is around 0.75% away from the 60,000 milestone eyed by investors. The gains come from the result of a years-long rally for Japanese equities, driven by corporate governance reforms, the yen’s weakness and AI tailwinds. The boom has produced some of the world’s top-performing chip stocks , and attracted historic inflows from foreign funds and activist investors. To be sure, market participants are monitoring the upcoming earnings season in Japan with an increasingly bleak outlook as oil remains elevated. Tensions remain high over the Strait of Hormuz, a critical waterway for oil and gas that’s been effectively shuttered since the start of the war. That said, solid US earnings are supporting the market, said Takuro Hayashi , head of the investment research department at IwaiCosmo Securities Co. While the previous rally was driven mainly by tech, gains are now broadening, he said.
“我不明白，AI 的发展为什么不是让我们能 5 点下班，而是让更多人被裁员，其他人继续工作到 10 点。” “两年前，我们工作的节奏还可以，但 AI 到来之后，这个状态不存在了。节奏一下子被拉快了，因为管理层觉得 AI 可以极大提升效率，以前还能按正常周期推进的事情，现在都默认你应该更快给结果。” “现在我们内部的考核，其实已经慢慢往 AI 那边偏了。最直接的就是代码量，我们有一个排行榜，谁发了多...
“我不明白，AI 的发展为什么不是让我们能 5 点下班，而是让更多人被裁员，其他人继续工作到 10 点。” “两年前，我们工作的节奏还可以，但 AI 到来之后，这个状态不存在了。节奏一下子被拉快了，因为管理层觉得 AI 可以极大提升效率，以前还能按正常周期推进的事情，现在都默认你应该更快给结果。” “现在我们内部的考核，其实已经慢慢往 AI 那边偏了。最直接的就是代码量，我们有一个排行榜，谁发了多少行代码，一刷就能看到。组里有个别人几乎全靠 AI 在写，代码量和 PR 数量一下子拉得特别高，慢慢大家就都被拿去跟这种人对标。慢慢就有点变味了，一开始是比代码量，后来开始比谁用 AI 用得多，再往后连 Token 都开始被看。这些东西其实没有写进绩效，但你心里都清楚，什么是会被看到的。” 从这三个程序员的讲述里，能明显感觉到，行业里的气氛在变，大家都在被迫提速。 与此同时，业界也不断传出各种收紧人力的消息，真假交织。国外亚马逊、Meta 在调整岗位结构，国内也不断传出网易等大厂压缩外包、用 AI 接手基础工作的消息，连“裁员一定要快”都成了热梗。 AI 的发展，开始和一种残酷的判断绑在了一起：既然有些活已经明显变快，那人是不是可以少一点？于是，越来越多人心里开始冒出一丝不安：当效率被不断量化、不断比较之后，下一个被算掉的，会不会就是自己？ 提效这阵风，没人能站在风外 过去一年，大家讨论 AI，已经从“要不要用（adoption）”转向“到底能不能提速（speed）”，感觉像是“成熟度”的潘多拉魔盒一下子被打开了。毕竟，AI 在软件开发里的角色变化太快了，从最早的代码补全，到对话式生成，再到 agent，甚至多智能体协同，它介入研发流程的深度已经和以前很不一样了。 也正因为变化太快，市场上越来越多人开始把这类能力看得近乎神乎其神，甚至开始有意无意地传播一种更浮躁而激进的想法：AI 时代的软件工程已经和过去完全不同了，好像原来那套工程实践都可以被抛开，不需要懂 Kubernetes，不需要理解系统架构，只要会用模型，就够了。Agent 也仿佛成了什么都能包办的“万能外包”。而其中的代表 Claude Code，不知不觉间已经成了部分人的“技术信仰”。 对不少企业负责人来说，这确实是一个疯狂又不可思议的时期。 尤其是对于那些本来就只有二三十人的小公司，或者现在很流行的 OPC、...
Apple’s updated fair value estimate edges from US$295.44 to US$296.46 per share, a small shift that still matters if you are watching where analysts think the stock is roughly priced. The move comes as recent research splits into bullish and bearish camps, with one side leaning on ecosystem strength and services stability, and the other focused on costs, China trends, and an already full valuation...
Apple’s updated fair value estimate edges from US$295.44 to US$296.46 per share, a small shift that still matters if you are watching where analysts think the stock is roughly priced. The move comes as recent research splits into bullish and bearish camps, with one side leaning on ecosystem strength and services stability, and the other focused on costs, China trends, and an already full valuation. Read on to see what is driving each side of the debate and how you can keep track of this...