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2024-08
Jingtai Research|Large-scale asset allocation in a low-interest rate environment - Europe and the United StatesReferring to the historical performance of the United States, Europe and Japan, in the range of rapid decline in interest rates, the bond market has been slow for a long time, and deposit assets can also obtain stable returns; Stocks and real estate ... -
03
2024-08
Information | Challenging NVIDIA, OpenAI promotes its self-developed chip planOn July 19, OpenAICEO Sam · Altman Altman) is working with companies including Broadcom Inc.), semiconductor design companies are in talks to develop new chips to reduce dependence on NVIDIA and strengthen supply chains. It is reported that the negot... -
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2024-08
Policies | Interpretation of the information of the press conference of the Central Committee of the Communist PartyOn the morning of July 19, the Central Committee of the Communist Party of China held a press conference to introduce and interpret the spirit of the Third Plenary Session of the 20th Central Committee of the Communist Party of China.The "Decisi... -
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... -
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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... -
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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... -
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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... -
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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... -
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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... -
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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... -
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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... -
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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...