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  • 2025-01-05 12:47:55奇瑞在俄罗斯早有工厂滴![回 复]
  • 2025-01-05 12:24:09围堵中方,美国两党达成共识,基本国策
    只不过两党方式方法不同,折腾来折腾去,浪费时间,中方要的就是时间。

    如果特朗普第一任期延续奥巴马TPP,现在局面就不一样了。
    如果拜登延续特朗普贸易战,加上疫情,现在局面就不一样了。
    2025-01-05 12:05:54

    围堵中方 奥巴马TPP,特朗普贸易战,拜登印太战略 10年了,别提它了!

    2025-01-05 12:00:41

    再见了,美国国务卿布林肯 布林肯接受FT采访,对中耿耿于怀! 安东尼·布林肯:“中国一直在努力实现两全其美” FT:Antony Blinken: ‘China has been trying to have it both ways’

    [回 复]
  • 2025-01-05 12:05:54围堵中方
    奥巴马TPP,特朗普贸易战,拜登印太战略

    10年了,别提它了!
    2025-01-05 12:00:41

    再见了,美国国务卿布林肯 布林肯接受FT采访,对中耿耿于怀! 安东尼·布林肯:“中国一直在努力实现两全其美” FT:Antony Blinken: ‘China has been trying to have it both ways’

    [回 复]
  • 2025-01-05 12:00:41再见了,美国国务卿布林肯
    布林肯接受FT采访,对中耿耿于怀!

    安东尼·布林肯:“中国一直在努力实现两全其美”
    FT:Antony Blinken: ‘China has been trying to have it both ways’
    [回 复]
  • 2025-01-05 11:43:07幻方量化2021年就囤了1万张英伟达A100,英伟达股价不超过37

    幻方量化不小心搞出大模型DeepSeek
    2025-01-05 11:38:30

    2021年英伟达股价在哪里?

    [回 复]
  • 2025-01-05 11:38:302021年英伟达股价在哪里?
    [回 复]
  • 2025-01-05 11:35:02幻方量化2021年就囤了1万张英伟达A100,那会儿ChatGPT还没影呢,和Meta为了元宇宙囤卡却阴差阳错的赶上AI浪潮很像,DeepSeek买那么多卡,是为了做量化交易⋯
    2025-01-05 11:33:01

    幻方量化2021年囤积近万张英伟达A100,学美国对冲基金大佬西蒙斯做量化交易,不小心搞出大模型DeepSeek DeepSeek在2000个GPU上,花了不到600万美金和2个月的时间,就实现了对齐GPT-4o和Claude 3.5 Sonnet的测试结果。 成本降了10倍以上,同时质量却能比肩t1阵营,并且开源的

    2025-01-05 11:05:59

    中国AI大模型智取美国顶级实验室,成本下降许多性能不差,拜登芯片管制适得其反 DeepSeek outwits the top American labs DeepSeek, a Chinese AI company that has spun out of a hedge fund, released its Version 3 large language model. It performs about as well as Claude 3.5 Sonnet. The breakthrough is how cheap it was to train. At roughly $5.6m to train, DeepSeek v3 was about a hundred times cheaper than Meta’s Llama 3 and probably a similar magnitude cheaper than Claude. (Technical details for those who want are here.) DeepSeek’s API costs 12 times less than Anthropics. Developers around the world are starting to have fun with it. Biden’s chip export controls have notionally hampered the team. But necessity is the mother of invention, and they delivered this superb model through ingenuity rather than brute force. The ramifications: As was reasonably likely, the export controls have backfired. The gap between open source (like DeepSeek) and closed source (like OpenAI) is narrowing rapidly. It calls into question efforts to constrain open-source AI development. China now has several world-class teams building AI systems, including Qwen, Kling (in video), Apollo (in self-driving) and, of course, Bytedance. 年终的觉醒:需要我们关注的“中国人造卫星” 以及如何在 2025 年维护和平与繁荣 The year-end wake-up: The ‘Chinese Sputnik’ that demands our attention And how to maintain peace and prosperity in 2025

    [回 复]
  • 2025-01-05 11:33:01幻方量化2021年囤积近万张英伟达A100,学美国对冲基金大佬西蒙斯做量化交易,不小心搞出大模型DeepSeek

    DeepSeek在2000个GPU上,花了不到600万美金和2个月的时间,就实现了对齐GPT-4o和Claude 3.5 Sonnet的测试结果。
    成本降了10倍以上,同时质量却能比肩t1阵营,并且开源的
    2025-01-05 11:05:59

    中国AI大模型智取美国顶级实验室,成本下降许多性能不差,拜登芯片管制适得其反 DeepSeek outwits the top American labs DeepSeek, a Chinese AI company that has spun out of a hedge fund, released its Version 3 large language model. It performs about as well as Claude 3.5 Sonnet. The breakthrough is how cheap it was to train. At roughly $5.6m to train, DeepSeek v3 was about a hundred times cheaper than Meta’s Llama 3 and probably a similar magnitude cheaper than Claude. (Technical details for those who want are here.) DeepSeek’s API costs 12 times less than Anthropics. Developers around the world are starting to have fun with it. Biden’s chip export controls have notionally hampered the team. But necessity is the mother of invention, and they delivered this superb model through ingenuity rather than brute force. The ramifications: As was reasonably likely, the export controls have backfired. The gap between open source (like DeepSeek) and closed source (like OpenAI) is narrowing rapidly. It calls into question efforts to constrain open-source AI development. China now has several world-class teams building AI systems, including Qwen, Kling (in video), Apollo (in self-driving) and, of course, Bytedance. 年终的觉醒:需要我们关注的“中国人造卫星” 以及如何在 2025 年维护和平与繁荣 The year-end wake-up: The ‘Chinese Sputnik’ that demands our attention And how to maintain peace and prosperity in 2025

    [回 复]
  • 2025-01-05 11:18:55本来美国两党可以协商下半旗问题,现在两党‌势不两立

    分裂美国,撕裂美国
    2025-01-05 11:15:29

    锦上添‘花’ 美国前总统卡特去世,30天下半旗 也就是说,特朗普就职典礼,白宫国防部等联邦政府机构下半旗致哀 特朗普抨击民主党人在他的就职典礼上庆祝半员旗帜 政治:Trump blasts ‘giddy’ Democrats for celebrating half-staff flags at his inauguration

    2025-01-04 23:17:47

    下周看点,锦上添‘花’ 1月10日纽约,传,特朗普到庭,接受宣判! 特朗普未能推翻纽约州的定罪,1月10日面临判刑 彭博:Trump Fails to Toss NY Conviction, Faces Sentencing Jan. 10

    [回 复]
  • 2025-01-05 11:15:29锦上添‘花’
    美国前总统卡特去世,30天下半旗
    也就是说,特朗普就职典礼,白宫国防部等联邦政府机构下半旗致哀


    特朗普抨击民主党人在他的就职典礼上庆祝半员旗帜
    政治:Trump blasts ‘giddy’ Democrats for celebrating half-staff flags at his inauguration
    2025-01-04 23:17:47

    下周看点,锦上添‘花’ 1月10日纽约,传,特朗普到庭,接受宣判! 特朗普未能推翻纽约州的定罪,1月10日面临判刑 彭博:Trump Fails to Toss NY Conviction, Faces Sentencing Jan. 10

    [回 复]
  • 2025-01-05 11:09:24具有讽刺意味的是,拜登芯片出口管制似乎促使中国人工智能团队设计更精简、更高效的解决方案
    The crucial significance of DeepSeek’s cheaper training methods lies in the path it opens up for wider adoption and innovation—particularly outside established tech hubs. If cutting-edge LLMs can be built on smaller budgets, then Western efforts to control or slow AI development may prove futile. Constraints breed ingenuity; ironically, export controls appear to have spurred Chinese AI teams to engineer leaner, more efficient solutions.
    2025-01-05 11:05:59

    中国AI大模型智取美国顶级实验室,成本下降许多性能不差,拜登芯片管制适得其反 DeepSeek outwits the top American labs DeepSeek, a Chinese AI company that has spun out of a hedge fund, released its Version 3 large language model. It performs about as well as Claude 3.5 Sonnet. The breakthrough is how cheap it was to train. At roughly $5.6m to train, DeepSeek v3 was about a hundred times cheaper than Meta’s Llama 3 and probably a similar magnitude cheaper than Claude. (Technical details for those who want are here.) DeepSeek’s API costs 12 times less than Anthropics. Developers around the world are starting to have fun with it. Biden’s chip export controls have notionally hampered the team. But necessity is the mother of invention, and they delivered this superb model through ingenuity rather than brute force. The ramifications: As was reasonably likely, the export controls have backfired. The gap between open source (like DeepSeek) and closed source (like OpenAI) is narrowing rapidly. It calls into question efforts to constrain open-source AI development. China now has several world-class teams building AI systems, including Qwen, Kling (in video), Apollo (in self-driving) and, of course, Bytedance. 年终的觉醒:需要我们关注的“中国人造卫星” 以及如何在 2025 年维护和平与繁荣 The year-end wake-up: The ‘Chinese Sputnik’ that demands our attention And how to maintain peace and prosperity in 2025

    [回 复]
  • 2025-01-05 11:05:59中国AI大模型智取美国顶级实验室,成本下降许多性能不差,拜登芯片管制适得其反
    DeepSeek outwits the top American labs
    DeepSeek, a Chinese AI company that has spun out of a hedge fund, released its Version 3 large language model. It performs about as well as Claude 3.5 Sonnet. The breakthrough is how cheap it was to train. At roughly $5.6m to train, DeepSeek v3 was about a hundred times cheaper than Meta’s Llama 3 and probably a similar magnitude cheaper than Claude. (Technical details for those who want are here.)
    DeepSeek’s API costs 12 times less than Anthropics. Developers around the world are starting to have fun with it.
    Biden’s chip export controls have notionally hampered the team. But necessity is the mother of invention, and they delivered this superb model through ingenuity rather than brute force.
    The ramifications:
    As was reasonably likely, the export controls have backfired.
    The gap between open source (like DeepSeek) and closed source (like OpenAI) is narrowing rapidly. It calls into question efforts to constrain open-source AI development.
    China now has several world-class teams building AI systems, including Qwen, Kling (in video), Apollo (in self-driving) and, of course, Bytedance.

    年终的觉醒:需要我们关注的“中国人造卫星”
    以及如何在 2025 年维护和平与繁荣
    The year-end wake-up: The ‘Chinese Sputnik’ that demands our attention
    And how to maintain peace and prosperity in 2025
    [回 复]
  • 2025-01-05 10:18:46近5个交易日A股行业(申万)跌幅
    [回 复]
  • 2025-01-05 01:03:23上证指数周线
    [回 复]
  • 2025-01-05 00:06:47沪深300周线,韭菜,躺平!
    [回 复]
  • 2025-01-05 00:01:12早期吉利收购英国伦敦出租车
    2025-01-04 23:57:48

    上汽MG电动车,MG英国品牌 根据汽车制造商和贸易商协会 的初步数据,12 月电池驱动车型的销量同比增长约 60% 至近 44,000 辆。电动汽车占注册量的 31%,是两年来最高的月度份额。 英国电动汽车销量激增,汽车制造商大幅降价以逃避罚款 彭博:EV Sales Surge in UK as Carmakers Slash Prices to Dodge Fines

    [回 复]
  • 2025-01-04 23:57:48上汽MG电动车,MG英国品牌

    根据汽车制造商和贸易商协会 的初步数据,12 月电池驱动车型的销量同比增长约 60% 至近 44,000 辆。电动汽车占注册量的 31%,是两年来最高的月度份额。

    英国电动汽车销量激增,汽车制造商大幅降价以逃避罚款
    彭博:EV Sales Surge in UK as Carmakers Slash Prices to Dodge Fines
    [回 复]
  • 2025-01-04 23:48:41国内自动驾驶萝卜快跑,登陆香港,试运行。[回 复]
  • 2025-01-04 23:37:53特朗普第一任期后期要禁TikTok,到特朗普第二任期我爱TikTok

    当选总统特朗普周五加倍支持TikTok,因为这款流行的社交媒体应用程序准备下周在最高法院反对即将实施的禁令。

    特朗普:“我为什么要摆脱 TikTok?
    国会山:Trump: ‘Why would I want to get rid of TikTok?’
    [回 复]
  • 2025-01-04 23:17:47下周看点,锦上添‘花’

    1月10日纽约,传,特朗普到庭,接受宣判!
    特朗普未能推翻纽约州的定罪,1月10日面临判刑
    彭博:Trump Fails to Toss NY Conviction, Faces Sentencing Jan. 10
    [回 复]
  • 2025-01-04 23:05:02贝特森面临两难选择。要么直接从民间抽取流动性来维持拜登式财政赤字,因此抬高资金成本;要么削减财政赤字,减少短债发行,降低公共财政对增长和就业的刺激。从特朗普、马斯克和贝特森的言行看,走后者路径的机会较大。能够削减开支多少,暂时无法评估,不过对于GDP增长肯定是负面的。

    刚刚险胜保住众议长位子共和党约翰逊承诺,承诺实施削减政府开支
    [回 复]
  • 2025-01-04 22:56:18美国经济传来一个坏消息,消费信贷违约率飙升

    违约率已飙升至2008 年金融危机以来的最高水平;债务超过1万亿美元,并还在继续迅速扩张。
    [回 复]
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