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2024-08
Humanoid Robot Industry Research (Part I)01Industry background and investment logicHumanoid robots: high degree of generalization, high integration and intelligenceThere is currently no universal definition of a humanoid robot , but according to Humanoid Robots" concludes that humanoid... -
11
2024-08
Information | Alibaba International will launch the world's first AI search engineOn August 2, Alibaba International announced that it will launch an AI-powered B2B search engine in September, focusing on global B2B e-commerce, targeting small and medium-sized business owners around the world, with the intention of changing the gl... -
11
2024-08
Industry | What are the effects of the postponement of the release of Nvidia's new AI chip?Recently, according to media reports, Nvidia's upcoming AI chips will be delayed by three months or more due to design flaws, which could affect tens of billions of dollars worth of chips ordered by customers such as Meta, Google, and Microsoft. ... -
11
2024-08
Policies | Interpretation of the working meeting of the central bank and the foreign exchange bureau in the second half of the yearOn August 1, the People's Bank of China held a work conference for the second half of 2024. The meeting proposed to continue to implement a prudent monetary policy. We will increase financial support for the real economy, and shift more of our fo... -
03
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... -
03
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... -
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...