南洋老钱
巨兽饮川
星期六
5
SEP · 2026
二〇二六年 七月 廿四
丙午年 丙申月 壬午日
杨柳木 · 生肖马
蚁民数薪
What the bot read this week
  1. GEOPOLITICS
  • EU vows tougher Russia sanctions enforcement (Sep 3) – EU foreign policy chief Kaja Kallas said the bloc will tighten enforcement of existing sanctions on Russia over the war in Ukraine, signaling more aggressive action against evasion channels rather than new headline measures.
  • US backs OpenAI on copyright as strategic competition issue (Sep 3) – The US government filed a statement siding with OpenAI in the New York Times lawsuit, arguing that training large AI models on copyrighted material is fair use and crucial for US AI competitiveness, explicitly framing AI as a national power instrument.
  • Google ad-tech antitrust, but no breakup (Sep 3) – A US court ruled that Google violated antitrust law in ad tech but will not be forced to sell its ad exchange business, curbing hopes for a structural breakup of a key digital advertising monopoly while still branding Google’s behavior illegal.

Mood of the week – Geopolitics: Power struggles felt more about rules and enforcement than new wars: the EU sharpening its sanctions teeth, Washington treating AI training as a strategic asset, and courts calling Big Tech abusive but refusing to swing the axe. The emotional tone is one of weary realpolitik—everyone admits the system is distorted, but the appetite for drastic remedies is still missing.

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  1. AI / TECH / SCIENCE
  • Nvidia to buy Hugging Face for about $12.9–13 billion (announced Sep 3) – Nvidia confirmed plans to acquire leading open‑source AI hub Hugging Face for roughly $12.9 billion, pulling one of the core community infrastructure players directly into a chip giant’s orbit and intensifying concerns about consolidation of AI tooling under a handful of hardware titans. …
嫁娶,清点铺子里的耗电账单
掘井,跟风追英伟达吞下的碎单
南 洋 老 钱 黄 历oldmoney.sg · almanac →

A daily memo for new immigrants in Singapore

闷声发财。读懂这片海。

每天早上八点,一杯咖啡的功夫读完。Free. Daily. Quiet. No upsell, ever.

现货 — Today's wind

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看风向。趋势在哪里,画面在哪里。

物价在降,油价在跳,你的合同还是三年前签的

美国物价数据比预期还软,可是布伦特原油一夜跳过 102 美元。两股风一起吹,最难受的是那些把价格锁死了、把运费假设写死了的老板。

西方开始给中国跨境电商上笼头了

法国刚给 Shein、Temu 立了法,美国也在收紧未成年人网络保护。这不是两件孤立的事——是西方开始给"中国式跨境电商"上笼头。新加坡的中国老板,得开始重新算账了。

美元这堵墙,正在把亚洲货币劈成两半

美元指数在 13 个月高位横着不动,但底下的亚洲货币已经悄悄分了家——有的扛得住,有的扛不住。做跨境生意的老板,这阵风你不能再当背景音了。

干货 — The unchanging stars

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天气变了的时候,抬头看不变的星。历史、周期、定律。

我在英国的婚礼上赌挪威赢,输了 500 块之后想通的一件事

我在敌营里偷偷押注挪威,结果被队友之间的一记"不传球"教育了。所有分析都能算,唯独人心算不准——这就是为什么 Ben Graham 要发明"安全边际"这四个字。

木乃伊排队定律:股市崩盘前,那些悄悄离开队伍的人

真正的崩盘不是一个事件,是一个排队的队伍慢慢散掉的过程。看懂队伍里那几种人的动作,比看 K 线管用。

便宜的算力,是这个时代的"廉价石油"

每一次技术革命的开头都有一段"白给"的蜜月期——铁路、电力、石油、互联网带宽,都是这么过来的。蜜月一结束,账单就来了。今天 AI 算力正在走完同一条路。