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Independent macro research firm Kobeissi Letter, citing Goldman Sachs, reports that high-market-cap mutual funds are currently allocating approximately 1.75 percentage points less to AI-related stocks than their benchmark index, marking the largest u

2026-09-23

Independent macro research firm Kobeissi Letter, citing Goldman Sachs, reports that high-market-cap mutual funds are currently allocating approximately 1.75 percentage points less to AI-related stocks than their benchmark index, marking the largest underweighting in history. This statistic excludes some mega-cap tech stocks, including Amazon, Broadcom, Alphabet (Google's parent company), Meta, Microsoft, and Nvidia. In contrast, in mid-2024, large mutual funds were allocating 0.40 percentage points more to AI-related stocks than their benchmark. Currently, as institutions reduce their AI stock allocations, AI-related stocks account for an average of approximately 13.0% of large mutual fund portfolios, lower than the 14.8% in their benchmark portfolios. For comparison, both ratios were approximately 6.5% in the third quarter of 2024. This indicates that institutional portfolios are currently under-allocated to artificial intelligence trading.

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2026-09-23

Lithium carbonate futures contract 2701 weakened during the session, with the decline widening to 1.01% at one point, and was last quoted at 132,160 yuan/ton; the trading volume was approximately 10.554 billion yuan, with an increase of nearly 9,100

Lithium carbonate futures contract 2701 weakened during the session, with the decline widening to 1.01% at one point, and was last quoted at 132,160 yuan/ton; the trading volume was approximately 10.554 billion yuan, with an increase of nearly 9,100 lots in open interest during the day, indicating that open interest increased while prices fell.
2026-09-22

Spanish Foreign Minister: All access routes to the Gaza Strip must be opened, and large quantities of aid supplies must be delivered.

Spanish Foreign Minister: All access routes to the Gaza Strip must be opened, and large quantities of aid supplies must be delivered.
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