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 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...

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...

In recent years, Latin America, as a region full of diversity and potential, has gradually caught the attention of global investors....

After understanding the macroeconomic situation in Latin America, we recognize it as a typical emerging market characterized by...

The e-commerce market in Latin America is facing new opportunities and challenges, especially with the rise of platforms like Mercado...

The Impact of Population on Investment Population issues are crucial for investment. While short-term macroeconomic and investment trends...

It's been over two months since the research trip to the United States. Let's summarize and share the findings. First, let's talk about...

Over the past few months, various software companies have either launched or announced their own AI copilot products, such as Microsoft's...

We firmly believe that AI has a huge and far-reaching impact on this era, so it is necessary for us to conduct in-depth research and...

Since the open access of ChatGPT, the development of the AI field has been rapidly evolving, and the release of GPT-4 has further...

ChatGPT has been hot for a long time, and we have done some research to understand its investment opportunities. We share our findings...

2022 Summary and Random Thoughts Don't overestimate your ability to predict the future. Looking back at the outlook for 2022 at the...

Continuing from the four previous articles on "Some Thoughts on Inflation," "Some Thoughts on Interest Rates," "Some Thoughts on Exchange...

Following the previous three articles "Some thoughts on inflation issues", "Some thoughts on interest rate issues", and "Some thoughts on...

Continuing from the previous two articles "Thoughts on Inflation Issues" and "Thoughts on Interest Rate Issues", we have also done some...