明天又要搬最爱的砖头了，真爽，真开心... ...

Group 1 - TSMC's advanced process is expected to increase prices by 3-10% [1] - Google's TPU production capacity is below expectations, with only 360,000 units allocated out of a demand exceeding 510,000 units [1] - The upcoming 2nm CPUs are anticipated to see price increases as well [1] Group 2 - Businesses in Huaqiangbei are stockpiling CPUs in response to the anticipated price hikes [1] - Price increases at Zhongji Semiconductor are also expected [1] - Companies like Wallen Technology and Moer have significantly raised funds, intensifying competition for production capacity [1]

Group 1 - The performance of Chinese concept stocks in the US market is vibrant, with various stocks showing significant gains, similar to the excitement seen in Hong Kong IPOs [2] - The semiconductor sector, led by TSMC, is highlighted as a major player, reaching a market cap of $1.6 trillion, indicating strong growth potential [2] - Traditional automotive companies are also performing well, with significant gains observed in stocks related to autonomous driving, reflecting a growing trend in the market [2] Group 2 - Internet stocks are lagging behind, primarily driven by institutional investors, showing less excitement compared to other sectors [3] - The consumer sector lacks any notable highlights, mirroring the performance seen in the Hong Kong market [4] - The overall sentiment suggests that the upcoming A-share market will reflect similar dynamics, with various sectors performing independently [5]

全方位激光雷达 顶配，摄像头 毫米波要最密的。自动泊车，自动出位，自动跟车巡航！ 终于顺了！一 瞬间，天亮了！心情舒适了！ 手残！简直福音！建议天下女司机都人手配一台！ ！ 一次把车开到了马路沿上，还在那里踩油门！过路的司机实在看不过去，"你轮胎爆了，都撞马路沿子 了，叫拖车吧"，不然我还能继续开！ 一次到了公园，侧边停车实在停不进去，拦下路人帮我倒进去！ 但是元旦假期，我体验了一把最新款的智驾！我觉得我又行了！反正比我自己也就强个1w多倍吧。 本人拿到驾照好多年了（正规驾校，不过那些年懂的都懂）。总共独立开了五次车。 一次倒车入库，把镜头给碰烂了。 ...

今天新年第一个交易日，恒生开盘！ ai这边 有新股，壁仞，智谱都元旦节后上市，ds 发新论文。 主战场还在AI和商业航天，双方打出新年第一场争夺战！ 大家都在打热度！为节后 行情营造局面！ 商业航天不需要事件刺激，硬上硬拱，因为筹码结构很轻！ 目前看就消费落后一些，没打出亮点！泡泡涨幅连阿里都不如！ 相信大家都看到了，各拉各！ 谁都想抢头筹！Ai人的是壁仞 ipo 收入教育，涨的标签是fab厂，华虹半导体。 互联网拉的阿里，快手，腾讯！ 最牛逼的 最狠的还属 商业航天，这帮资金最狠！ 从节前走访情况看，陆家嘴 香港等地资金确实在两者间游走！都是市场最活跃的资金！商业航天的人更年轻一些，无畏！ l 02 ...

新年快乐，大吉大利！ ...

Group 1 - The article highlights a trend where many fund managers are expected to leave their positions next year, indicating a saturation point in their careers [1] - It notes that many of the top 30 fund managers this year are from companies with good incentives and flexible mechanisms, rather than large platforms [1] - There is a significant trend of established fund managers actively reducing their product offerings and management scale, suggesting that managing large products is becoming less profitable [1] Group 2 - The article mentions specific fund managers, such as those from Shanghai, who have performed well after leaving their positions earlier this year [2] - It indicates that the departure of fund managers from the new energy sector has been notable, with those who left at the beginning of the year achieving strong performance and increased fundraising [3] - The anticipated wave of departures among fund managers is expected to be quite intense [3]

Group 1 - The article highlights the top-performing mutual funds, with significant returns over the past six months and year-to-date, showcasing the best performers in the market [1][2][3] - Notable funds include 永赢科技智选混合发起 A with a 130.46% return over the last six months and 239.78% year-to-date, and 恒越优势精选混合 A with 122.06% and 153.31% respectively [1][2] - The article emphasizes that many of the top fund managers are relatively young and have backgrounds in TMT (Technology, Media, and Telecommunications), particularly in computer and electronics research [3][4] Group 2 - The article mentions that the top fund managers are familiar names, indicating a trend of experienced professionals transitioning into fund management roles [3][4] - It reflects on the competitive nature of the industry, with peers achieving notable success, suggesting a shift in talent and recognition within the investment community [4]

真无敌了！ 怎么研究？ 跨年妖？ 咋办？研究起来？ ...

Group 1 - The article highlights a shift in market focus from traditional computing and information technology to emerging sectors such as robotics and commercial aerospace [1] - It suggests that the same group of investors is applying similar investment logic but targeting different assets in the current market environment [1] - The underlying message emphasizes the vast potential and ambitious themes associated with these new sectors, likening them to the metaphor of "stars and the sea" [1]