要闻提示 NEWS REMIND 1.罗永浩透露华杉录音内容 ： 滑跪说自己丢了很多生意，脏话很多， 这人 两面三刀 2.曝中国一汽入股零跑最快年内签约，朱江明： 不放弃主导权！ 3.曝前东风高管余飞低调入职奇瑞！ 4. 大润发换帅！沈辉辞去执行董事、首席执行官，盒马前高管李卫平接任 5. 美团CEO王兴：坚决反对"内卷式"竞争，外卖价格战不可持续，有信心捍卫市场地位 6. 关海涛称拒绝所有的车圈邀请：最深的情感都给了极氪 7. 特斯拉前高管爆料：特斯拉曾拆解多款中国电动汽车，并在部分车型上借鉴了相关做法 8. 前CEO基辛格吐槽Intel董事会：开除了我但还在执行我的战略 今日头条 HEADLINE NEWS 罗永浩透露华杉录音内容： 滑跪说自己丢了很多生意，脏话很多， 这人 两面三刀 11 月 30 日，针对外界高度关注的"罗永浩为何迟迟未公布华与华录音"一事，罗永浩在29日直播中回 应，暂缓公布主要有两个考量：一是近期香港发生火灾事故，此时进行网络争吵或官宣均不合时宜；二是 公司在下周一（12月1日）将有"大的正事"进行官宣，不希望被这类吵架扯皮的八卦事件转移公众注意 力。罗永浩在直播中直言，等到周一的 ...

值得关注的是，随着消费者广泛使用生成式AI聊天服务及浏览器寻找优惠信息、研究产品详情，黑色 星期五当天美国零售网站的AI相关流量同比激增805%。AI工具的应用集中在电子游戏、家电、电子产 品、玩具、个人护理产品及婴幼儿用品等品类。 展望后续，网络星期一有望成为本购物季及全年规模最大的线上购物日。Adobe预测，当日线上销售额 将同比增长6.3%，达到142亿美元。 Adobe数据显示，在折扣力度加大的推动下，电子产品、玩具及家电品类在当日也出现显著销量增长。 其中，热门游戏机线上销售额激增1900%，之后则是电视机(增长1740%)、耳机/音箱(增长1700%)、冰 箱/冰柜(增长1630%)、智能手表(增长1500%)、小型厨房电器(增长1300%)、电脑(增长1020%)及儿童玩 具(增长910%)等品类也实现大幅增长。此外，吸尘器(增长1450%)、电动工具(增长1420%)、自行车(增 长980%)和节日装饰品(增长890%)同样涨势迅猛。 根据Adobe数据，黑色星期五当天上午10点至下午2点的消费高峰时段，每分钟线上消费金额达1250万 美元。移动端仍是主流消费渠道，贡献了55.2%的线上销售额 ...

Core Viewpoint - The article emphasizes that artificial intelligence (AI) is transforming the global economy and presents a significant investment opportunity for investors through various fund options, particularly ETFs and public/private funds [1]. ETF Investment - ETFs are highlighted as an efficient tool for investors who prefer to follow industry trends without the hassle of selecting fund managers. The main focus of AI investment in A-shares is on "computing power infrastructure" and "application end" [2]. - Core broad-based ETFs include the AI ETF (515980) and AI ETF (515070), which track the China Securities Artificial Intelligence Index. These ETFs cover leading companies across the AI value chain, including chip manufacturers (e.g., Cambricon, Haiguang Information), large models and algorithms (e.g., iFlytek), and application scenarios (e.g., Hikvision, Kingsoft) [3][4]. - Segment-specific ETFs such as Cloud Computing 50 ETF (516630) and Communication ETF (515880) focus on computing power hardware and high-speed network facilities that support AI data transmission, respectively. The rationale is that hardware providers often see early performance returns in the AI development phase [5][6][7][8]. Public Funds (Active Equity) - Public funds rely on professional stock selection to seek alpha. The A-share market experiences rapid style rotation, and skilled fund managers can rotate investments within the AI value chain based on fundamental research [9][10]. - Focus on veteran managers in the "digital economy" and "TMT" sectors, particularly those with a track record during the mobile internet wave from 2013-2015. These managers tend to select companies with real performance rather than mere narratives [11][12]. - Quantitative public funds, such as those tracking the CSI 500 or CSI 1000 indices, excel in the active mid- and small-cap companies within the AI sector, often outperforming benchmark indices [13]. Private Funds - Private funds are characterized by greater flexibility in position management and the use of derivatives for risk hedging. They can effectively manage volatility in the AI sector by controlling drawdowns during declines and capitalizing on gains during upswings [14][15]. - Notable institutions include Huanfang Quantitative, Jiukun Investment, and Yifan Investment, which leverage deep learning to uncover market patterns and opportunities that active management may overlook [16]. - The article also highlights the importance of investing in global AI leaders through local private funds, as the U.S. maintains a dominant position in high-end computing and foundational models [18]. Recommended Fund Analysis - The Keywise Penguin No. 1 fund is recommended for its strong reputation and global investment scope, covering major tech markets and key AI players like Nvidia, Microsoft, and TSMC. The fund's strategy includes both long and short positions to protect net value during market fluctuations [19][20][21]. Investment Strategy Summary - The article concludes with a tailored investment strategy for different investor types, recommending ETFs for conservative investors, public funds for those seeking alpha, and the Keywise Penguin No. 1 for high-net-worth individuals looking for global exposure to AI assets [22].

扬子晚报网12月1日讯(记者范晓林)今天是周一，上周五金富科技（003018）5连板，茂业商业 （600828）4连板，海欣食品（002702）、海王生物（000078）3连板，梦天家居（603216）8天6板。全 市场成交额1.59万亿元，较上日成交额缩量1254亿元。全市场超4100只个股上涨。板块题材上，钛白 粉、乳业、商业航天板块活跃。梦天家居、雷科防务（002413）实现反包涨停，消费股海欣食品盘中上 演"地天板"，昨日缩量反包涨停的国晟科技（603778）也继续实现连板晋级，短线人气在昨日触及冰点 后得以展开强修复。分析认为，热点大概率仍维持快速轮动的主基调。 榕基软件：目前经营情况正常不存在公司应披露而未披露的重大事项 榕基软件（002474）(002474.SZ)公告称，公司股票交易价格连续3个交易日内收盘价格跌幅偏离值累计 超过20%，属于股票交易异常波动情形。经核实，公司前期披露信息不存在需要更正、补充之处，近期 经营情况正常，内外部经营环境未发生重大变化，公司、控股股东及实际控制人不存在关于公司的应披 露而未披露的重大事项。 B.外围市场 纳指收涨0.65%英特尔大涨10% 上周五美股因 ...

The latest 13F from Grantham, Mayo, Van Otterloo & Co. (GMO) offers a clear window into how Jeremy Grantham is positioning capital in a market he believes is both richly valued and increasingly narrow. Despite his well-known warnings about bubbles and froth, GMO’s actual equity book remains highly rational — concentrated in dominant franchises with durable cash flows, strong balance sheets, and long-term secular tailwinds.Below is a breakdown of the most important top holdings and what they signal about GMO ...

On November 30, 2022, OpenAI introduced a new product to the world, innocuously describing it as “a model called ChatGPT which interacts in a conversational way.” It’s no hyperbole to suggest that ChatGPT subsequently transformed the worlds of business and tech, becoming enormously popular — it’s still in the number one spot on Apple’s free app rankings today — while also serving as the catalyst for a flood of generative AI products. It’s even made people suspicious of the em dash, which no chatbot will ...

Core Viewpoint - The long-term growth potential of the AI market remains strong despite recent concerns about a possible AI bubble, with predictions that the current billion-dollar market will exceed $2 trillion by the early next decade [2]. Company Overview - Microsoft is highlighted as a strong investment opportunity for both cautious and aggressive investors, benefiting from a solid track record of earnings growth and a strategic commitment to AI [4][5]. - The company has returned over $10 billion to shareholders through dividends and share repurchases in the recent quarter, providing a safety net for investors [7]. Financial Performance - Microsoft reported a 40% increase in revenue from Azure and other cloud services, showcasing the positive impact of AI on its financial performance [8]. - The company has invested $13 billion in OpenAI, which is expected to drive further growth, with OpenAI agreeing to purchase an additional $250 billion in Azure services [9]. AI Infrastructure and Growth Strategy - Microsoft plans to increase its AI capacity by 80% in the current fiscal year and double its data center presence over the next two years, indicating a significant ramp-up in AI infrastructure [10]. - The diverse revenue streams from computing, cloud, and advertising, along with strong financial health, position Microsoft well to pursue AI initiatives and enhance earnings [11]. Valuation Insights - Microsoft stock currently trades at 30 times forward earnings estimates, down from over 36 times, making it one of the more attractively valued stocks among the top tech companies [13]. - The company's competitive advantages, including its Windows platform and Azure offerings, contribute to its strong market position, making it a compelling investment at the current valuation [13][14].

Microsoft Confirms Windows Password Failure—No Fix AvailableAnother update failure is plaguing Windows users, with Microsoft forced yet again to issue advice on user workarounds to bypass a failure. There’s no fix available, and it affects a wide array of Windows PCs. The issue dates back to August — any update since then may trigger the failure on your PC. https://t.co/XDLJ9I7t3W ...

Google Starts Sharing All Your Text Messages With Your EmployerMicrosoft triggered a viral furor when it revealed a Teams update to tell your company when you’re not at work. Now Google has done the same. Forget end-to-end encryption. A new Android update means your RCS and SMS texts are no longer private. https://t.co/ACcKhcixr0 ...

Core Viewpoint - The article emphasizes the potential of investing in the AI industry through ETFs, particularly the Vanguard Information Technology ETF, which provides diversified exposure to leading technology companies involved in AI [1][3]. Industry Overview - The global AI market is projected to exceed $826 billion by 2030, indicating significant growth potential despite its unpredictability [1]. - Advancements in AI could lead to developments such as humanoid robotics, transitioning from science fiction to reality [2]. ETF Analysis - The Vanguard Information Technology ETF (VGT) is highlighted as a suitable investment for those seeking growth without the complexities of selecting individual AI stocks [3]. - Although not a dedicated AI ETF, VGT includes many leading AI companies among its top holdings, such as Nvidia, Apple, and Microsoft, which are integral to the AI ecosystem [4][5]. - The ETF's top 10 holdings include major players in the technology sector, reinforcing its relevance to the AI market [6]. Performance Metrics - VGT has a long-standing track record of outperforming the broader stock market, attributed to the increasing importance of technology in the economy [9]. - The ETF charges a low expense ratio of 0.09%, which is significantly lower than many dedicated AI ETFs, potentially enhancing long-term investment returns [8]. Market Dynamics - The technology sector, including AI, is becoming increasingly vital across various industries, with traditional sectors adopting technology for efficiency and optimization [10]. - Despite the potential for explosive growth, the ETF and technology stocks are subject to volatility, with historical declines noted during market downturns [12][13].