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]

它是解决方案式agent 后端调用很多mcp。 meta通过这个方式给自己 用户赋能。 meta 收购manus，是不是应用有点苗头了？ 目前manus 年度经常性收入就达到了 1 亿美元。总部搬到了新加坡！ ...

上周五涨停 都是活久见！ 今晚看样子要跌停 ...

周末华为云 确定不再扩张，降低一等定位。准备用市场换芯片出货。这么大的变革，今天市场 好像也不怎么热烈。 950还有那么大出货。它支持FP4,FP 8,完全符合现在大模型推理方向，降本降本降本！这么大的边际变化！市场居然这鬼样子 xx卫星真的要一个字1000亿。 ai已死，有事烧纸！ 数据来源：华为白皮书 950机架出货，把电链接密度翻了一倍多，市场也反应不行。 ...

Core Viewpoint - The acquisition of Groq by Nvidia signifies a strategic move towards enhancing capabilities in inference technology, marking a shift in focus from training to inference in computing power [4][5]. Group 1: Acquisition Details - Nvidia has acquired Groq, a company specializing in inference technology, for an amount of $20 billion [2]. - The acquisition includes a non-exclusive licensing agreement for Groq's inference technology, allowing Nvidia to bolster its position in the ASIC market [4]. Group 2: Strategic Implications - The acquisition addresses the transition in computing power from high-bandwidth memory and complex parallel processing to low-latency, high-throughput, and cost-effective solutions [4]. - By bringing in key personnel from Groq, including founder Jonathan Ross, Nvidia aims to prevent the rapid emergence of other companies in the ASIC chip sector [5]. - This event is seen as a landmark moment that opens the door to the future of inference technology, challenging the notion that traditional players are dismissive of ASIC developments [5].