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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 ... -
16
2024-09
Lumen Orbit Begins Building a Space Super AI ComputerRecently, the startup Lumen Orbit wants to amplify its moves, and the company wants to move its data centers to space and build AI supercomputers in space. Lumen Orbit has gotten Y Combinator's investment is to launch its first satellite next yea... -
08
2024-09
Jingtai Research|Equity Asset Allocation in a Low Interest Rate Environment: Japan's Experience (Part I)In the 90s of the 20th century, Japan was in a period of low interest rates, and its stock market experienced a downturn from 1989 to 2003, of which 1989-1992 was a period of rapid decline and 1992-2003 was a period of shock decline. During this time... -
08
2024-09
The central bank opens the daily operation of treasury bond trading!On August 30, 2024, the People's Bank of China (PBOC) issued Announcement [2024] No. 1 on the trading of treasury bonds. According to the announcement, in August, the central bank adopted the operation method of buying short-term government bonds... -
08
2024-09
Nvidia's revenue increased in the second quarter, but its stock price fellRecently, Nvidia announced its second-quarter earnings report. According to the disclosure, the company's revenue was 30 billion US dollars, a year-on-year increase of 122%. However, Nvidia also noted that manufacturing difficulties with new chip... -
08
2024-09
OpenAI is moving forward with billions of dollars in fundingOn Aug. 30, OpenAI was in talks to change its corporate structure to make it more beneficial to investors, as OpenAI pushes ahead with billions of dollars in funding in hopes of maintaining its lead over other rivals such as Google in the AI space.Op...