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07
2024-10
The founding team is gone, and OpenAI is falling apart?On September 27, 2024, according to the Wall Street Journal, OpenAI is planning to transform its operating model into a for-profit enterprise, a decision that is dividing the company. Since OpenAI's inception in 2015, its original intention was t... -
28
2024-09
Jingtai Research|Research on Humanoid Robot Industry Chain (I)01Dismantling of the value of the industrial chainTesla Optimus teardownThe number of actuators at Optimus is 28 (14 each linear and 14 rotary), including 6 design types (Class 3 lead screws and 3 types of frameless torque motors), which are generall... -
28
2024-09
After the Fed cuts interest rates, will the central bank cut the RRR and interest rates?On September 20, the central bank announced that the 1-year and 5-year LPR prime rates remained unchanged. The fact that the LPR was not lowered in September cannot be regarded as the end of monetary easing, and interest rate cuts, RRR cuts, and net ... -
28
2024-09
The chip industry is about to change, Qualcomm acquires Intel?On September 21, the Wall Street Journal broke the news that Qualcomm had recently issued an acquisition offer to Intel and approached Intel about the acquisition. Subsequently, the CNC also confirmed the news.On the news, Intel's stock price ros... -
28
2024-09
With antitrust cases entangled in it, how should Google win back investors?On September 20, EU regulators issued an ultimatum to Google: If Google fails to address EU concerns in a timely manner and display competitors' products more prominently in its search services, Google will face a hefty fine of up to 10% of its a... -
22
2024-09
Equity Asset Allocation in a Low Interest Rate Environment: Japan's Experience (3）01Consumption logicConsumption is weakening overall, but there are structural opportunitiesIn the 90s, Japan's consumption weakened in terms of total volume, and the average consumption tendency continued to decline. At the end of the 80s, with t... -
22
2024-09
First! The Federal Reserve announced a 50 basis point rate cutOn 18 September, the Fed announced after the Monetary Policy Committee FOMC meeting that the target range for the federal funds rate would be reduced by 50bp from 5.25% to 5.50% to 4.75% to 5.0%. This is the first rate cut since the Fed began its tig... -
22
2024-09
OpenAI Releases New O1 Model!On September 12, OpenAI released a new generation of O1 series models, claiming that it can reason about complex tasks and solve more difficult problems than previous scientific, coding, and mathematical models. These advances are also considered key... -
22
2024-09
SpaceX has launched the first commercial spacewalkOn September 15, SpaceX announced on social platforms that the "Dragon" spacecraft carrying out the "Polaris Dawn" mission successfully returned to Earth and landed off the coast of Florida in United States with a splash. It was t... -
16
2024-09
Equity Asset Allocation in a Low Interest Rate Environment: Japan's Experience (2）01Technological logic|At the end of the 50s and 70s, Japan was dominated by foreign circulation and foreign tradeAfter World War II, Japan's economy was in ruins. In view of the characteristics of its own poor resources and narrow market, Japan p... -
16
2024-09
The space for RRR reduction has been significantly opened, and the currency delivery method has been optimizedOn September 5, the Information Office of the State Council held a series of press conferences on the theme of "Promoting High-quality Development", which were attended by Lu Lei, Deputy Governor of the People's Bank of China, Li Hongya... -
16
2024-09
Three-fold phones are coming? The market ushered in a new boomRecently, the folding screen mobile phone market has continued to heat up, which is closely related to Huawei's upcoming new products. Previously, "Huawei Terminal" officially announced that it would hold the Huawei Extraordinary Brand ...
