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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... -
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... -
07
2024-07
Information | What is the impact of OpenAI's API suspension in China?Last week, developer API developers spoke out on social media platforms and received a "warning notice" from OpenAI. The notice makes it clear that OpenAI will take further steps to limit or terminate API usage from regions it does not curr... -
29
2024-06
Jingtai Research|Artificial Intelligence Industry Chain Combing: Overseas Players01|OpenAI's commercialization journeyOpenAI's commercialization journey is divided into four stages:After OpenAI makes a profit in the future, it will gradually return to investors:1. Priority is given to ensuring that the first batch of inve... -
29
2024-06
The NAND market has begun to roll up to 1000 layers!The NAND flash memory market is also feeling the impact of this trend, driven by the demand for high-bandwidth storage (HBM) in artificial intelligence (AI)-related semiconductors. Recently, Kioxia outlined 1,000 layers of 3D at the IWM 2024 conferen... -
29
2024-06
HUAWEI Developer Conference opens a new OS experience in the era of AI large modelsOn June 21, the 2024 Huawei Developer Conference (HDC) officially opened, bringing the new HarmonyOS The latest technological innovations, such as NEXT, Pangu Model 5.0, Ascend AI Cloud Service, and GaussDB database, share the new capabilities of the... -
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2024-06
Interpretation of the latest development path of the photovoltaic industryOn June 20, the Information Office of the State Council held a series of press conferences on the theme of "Promoting High-quality Development", at which Li Chuangjun, director of the New and Renewable Energy Department of the National Ener...