This article attempts to quickly study the impact of the current Sino-US conflict on the economy if it does not escalate further. It uses AI

At GTC, Jensen Huang posted two very interesting pictures

In January, the company maintained a high position, focusing on investments in the Internet, semiconductors, cloud computing, consumption an

In 2024, we maintained a high position, focusing on sectors such as internet, semiconductors, cloud computing, consumer goods, and fintech.

This episode is co-broadcasted with [投资实战派]. Topics: 11:34 Understanding of value investment and growth investment 25:07 How to price...

In November, we maintained a high portfolio position and increased investments in AI applications and emerging market Super Apps.

In October, we maintained a high position, focusing on the internet, cloud computing,semiconductors, consumer sectors, and financial te...

In recent years, I've reviewed several sectors within the U.S. consumer goods industry. Here, I’ll provide a brief summary of my current...

Recently, we visited the U.S. to conduct research on the technology and consumer sectors, and I’d like to gradually share some of the...

In September, we maintained a high position, focusing on the internet, cloud computing,semiconductors, consumer sectors, and financial ...

In August, we maintained a high position, focusing on the internet, cloud computing,semiconductors, consumer sectors, and financial techn..

In July, we maintained a high position, focusing on internet, cloud computing, semiconductors, consumer goods, and fintech. The proportion o

We have assessed the computational power requirements for future large model training, concluding that with each generation upgrade, the...

Edge AI has received increasing attention recently. Here we share some recent research insights: 1. A new phone replacement cycle? Last...

This interview comes from: Anna, TC, Tracy BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our...

In the first half of the year, the performances of the A-shares, Hong Kong stocks, and U.S. stocks diverged significantly. The A-share exper

This interview comes from: Oliver, TC, Tracy BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our...

This interview comes from: Oliver (BR analyst), TC, Tracy Topics discussed in this issue include: *Overall perception of Latin American...