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外汇交易员· 2025-09-16 08:56
Policy Direction - The Ministry of Commerce and other departments issued policies to expand service consumption [1] - Encourages conditional regions to scientifically adjust teaching and holiday times, exploring the establishment of spring and autumn breaks for primary and secondary schools [1] Education Sector Impact - Optimization of student holiday arrangements while maintaining the total number of days and teaching time [1] - Potential reduction in summer and winter vacation time [1] Service Consumption Opportunities - Aims to increase service consumption time, including tourism and travel [1]
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外汇交易员· 2025-09-16 07:39
Semiconductor Industry & Market Trends - Nvidia is reportedly starting to ship RTX 6000D this week [1] - Chinese tech giants including Alibaba, Tencent, and ByteDance are awaiting processing of their H20 chip orders [1] - These companies also desire US government sales approval for Nvidia's B30A chip, which has stronger performance than H20 [1] Nvidia's Strategy - Nvidia states that the market is competitive and they are striving to provide the best products [1]
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外汇交易员· 2025-09-16 07:37
Market Demand & Pricing - Nvidia's RTX 6000D, a customized AI chip for the Chinese market, is experiencing weak demand, with some major tech companies not placing orders [1] - The RTX 6000D is considered to have a poor cost-performance ratio, as better-performing chips can be obtained through gray market channels [1] - The anticipated price of the new Nvidia AI chip for China is projected to be between $6,500 and $8,000, significantly lower than the H20 model's price of $10,000 to $12,000 [1] Chip Specifications & Performance - The RTX 6000D utilizes TSMC's 4nm process technology and features approximately 1100 GB/s of bandwidth, employing GDDR7 memory [1] - The H20's bandwidth is more than 2x higher than the 6000D, giving it a more pronounced advantage in AI inference and training tasks [1] - The RTX 6000D's performance is relatively weaker in memory-intensive tasks [1] - The RTX 6000D's price is approximately 65% of the H20's price [1] - The new AI chip will be based on the RTX Pro 6000D and will use GDDR7 memory instead of HBM [1]
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外汇交易员· 2025-09-16 06:49
Income Analysis - The national average monthly income for high-frequency riders ranged from 6,949 to 10,201 RMB in the first half of 2025 [1] - In first-tier cities like Beijing, Shanghai, Guangzhou, and Shenzhen, skilled riders in the "Le Run" group could earn up to 12,826 RMB per month [1] - Since the second quarter, the average monthly income of high-frequency riders in various cities has increased by over 20% year-on-year, driven by high temperatures and peak order volumes [1]
X @外汇交易员
外汇交易员· 2025-09-16 06:33
Industry Development & Technology - Tencent has fully adapted to mainstream domestic chips, aiming to provide cost-effective AI computing power through full-stack optimization of software and hardware [1] - The industry is addressing the challenge of computing power supply by integrating different types of chips [1] - DeepSeek-V3.1 uses UE8M0 FP8 Scale parameter precision and has made significant adjustments to the tokenizer and chat template [1] - UE8M0 FP8 is designed for the next generation of domestic chips [1] Company Strategy - Tencent is adopting a strategy of software and hardware collaboration for full-stack optimization [1] - Tencent aims to provide high cost performance AI computing power [1]
