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03
2024-08
International | Capital markets start to sell Mag7?Last week, the United States stock market staged a dramatic "reshuffle". The once-sought-after "Mag7" (Apple, Microsoft, Google parent Alphabet, Amazon, Nvidia, Tesla and Meta) tumbled 5% this week; Chip stocks suffered a "Wa... -
20
2024-07
Jingtai Research|Artificial Intelligence Investment Logic (II)01Opportunities and challengesThe model capabilities are gradually convergingThe gap between large models is gradually converging, and more and more large models are comparable to GPT4 in terms of capabilities and practicality. OpenAI's core capa... -
20
2024-07
What is the direction of investment in autonomous driving?Recently, Baidu's self-driving travel platform Radish Kuairun has become popular, and Baidu is making great progress this time, claiming that Radish Kuairun is expected to break even in Wuhan by the end of 2024 and will be fully profitable in 202... -
20
2024-07
How to understand the central bank's recent bond purchase operations?On July 12, the People's Bank of China recently announced that it will carry out treasury bond borrowing operations for some primary dealers in the near future, and its treasury bond selling operations are being implemented.As the central bank co... -
20
2024-07
Manned eVTOL begins to be commercialized!On the evening of July 11, the first flight of manned eVTOL in Yantian District was held in Dameisha Lawn, and the manned flying saucer with a very high-tech appearance slowly lifted into the air, attracting many citizens and tourists to watch.Low-al... -
13
2024-07
Jingtai Research|Artificial Intelligence Investment Logic (Part I)Artificial intelligence has entered a new stage of development and is gradually moving towards AGI; AIGC creates a new revolution in human-computer interaction and will usher in more new opportunities; The general large model is the key to the horizo... -
13
2024-07
How to understand the central bank's borrowing operation?On July 1, the central bank announced that it would carry out treasury bond borrowing operations for some primary dealers in the open market in the near future, and the yields of 10-year and 30-year treasury bonds rose by 4bps and 5bps respectively i... -
13
2024-07
Industry|"Vehicle-road-cloud integration" has begun to pilot, and tens of billions of investments are on the wayOn July 3, the Ministry of Industry and Information Technology, the Ministry of Public Security, the Ministry of Natural Resources, the Ministry of Housing and Urban-Rural Development, and the Ministry of Transport jointly issued a notice on announci... -
13
2024-07
Federal Reserve Monetary Policy Report: Inflation Cools!On Friday, the Federal Reserve's semi-annual monetary policy report said that inflationary pressures in the United States are easing and the job market has returned to its pre-pandemic state, tight but not overheated. The financial system remains... -
07
2024-07
Jingtai Research|Artificial Intelligence Industry Chain Combing: Domestic Players01Baidu Wenxin said AOn March 20, 2023, Baidu officially launched Baidu's version of ChatGPT - Wenxin Yiyan. Its functions mainly include: (1) literary creation; (2) Business copywriting; (3) mathematical and logical deduction; (4) Chinese compre... -
07
2024-07
Policies | What information will be released at the second quarter meeting of the People's Bank of China?Recently, the regular meeting of the Monetary Policy Committee of the People's Bank of China in the second quarter of 2024 (the 105th in total) was held in Beijing. The central bank pointed out that it is necessary to effectively implement variou... -
07
2024-07
Industry | 20 times faster than NVIDIA! The "mining machine revolution" belonging to AI is coming?Recently, a Silicon Valley startup called Etched has made waves in the field of AI hardware with its ASIC chips for AI to provide a more cost-effective choice for Transformer computing used by mainstream AI large model companies from the lowest level...