ab 20 September 2024 Global Research and Evidence Lab YES Powered by UBS Evidence Lab China Railway Sector China railway passenger traffic monthly: Pax growth beat; higher National Day prices August railway passenger volume (pax) up 10.7% YoY, faster than expected In August, China's railway pax grew 10.7% YoY, a meaningful acceleration from the 4.3% YoY growth in July, and summer passenger traffic beat our expectations. We expect the strong demand for railway passenger transportation to continue in Septembe ...

M Update Alibaba Group Holding | Asia Pacific September 22, 2024 08:35 PM GMT Strategic AI Development Roadmap We met with Alibaba's key business units to understand strategic AI developments around Dingtalk and Alimama over the past year. Key focuses are a fully open-sourced Dingtalk AI revamp and applications for the Tongyi Wanxiang AI studio, along with a Tongyi Qianwen 2.5 upgrade. During the Aspara cloud conference, the CEO of Alicloud intelligence, Eddie Wu, emphasized the early phase of the AGI trans ...

CN16的A股风险模型码量化投资系列第21奖目前CN16参会者坚处于静音状态下面有请主持人讲话谢谢好的谢谢小助理大家好我是和您监督的张艺杰今天我跟朱桂冬两位给大家介绍一下我们前段时间写的这个基于CN16的风险模型这个风险模型相对 还是比较复杂的所以我们是在写报告的时候分了两篇报告然后等于介绍的话就是我介绍第一篇然后惠东来介绍第二篇 然后整个我们可以先看一下第一篇内容第一篇内容相对内容少一下主要是介绍一下风险模型还有主要参考C16的风险因子体系还有回归方式求解以及基于第一篇报告第一篇报告我们有了这些风险因子和回归的求解的结果可以做的一个事情就是组合的风格暴露分析和受益归因因为一般大多数客户可能主要的用途就是在这一块 这一块第二篇相对复杂一些它主要涉及的是股票的习班纳几人估计因为它是一个股票习班纳几人估计整体还是一个比较高维的这种习班纳几人估计的问题相对还是比较复杂我们也是对巴纳的一套这样一套估计方法比较认同所以也就对它进行了一个复现然后等会会都会给大家做一个详细的介绍然后我们就先看一下第一篇的内容第一篇 首先是风险模型其实风险模型它一个主要的应用还是在做特殊组合分析特殊组合分析其实现在它业内主流的还是巴尔的因为 ...

Good morning, and welcome to the FB Financial Corporation's second quarter 2024 earnings conference call. Hosting the call today from FB Financial are Mr. Chris Holmes, President and Chief Executive Officer, and Mr. Michael Matee, Chief Financial Officer. Also joining the call for the question and answer session is Mr. Travis Edmondson, Chief Banking Officer. Please note, FB Financial's earnings release Supplemental financial information in this morning's presentation are available on the Investor Relations ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 红杉资本合伙人 Pat Grady 1.我最大的恐惧是"我是一个无关紧要的人"。 2.所谓的"成功"可能并不是个人原因，而是特殊环境造就的。 3.我宁愿选择一个由优秀创始人攻克的中等规模市场，而不是一个由普通创始人攻克的巨 大市场。 4.创始人不一定需要有单一的、可识别的突出特点，但他们需要在某个重要的方面表现出 一些非凡的能力。 5.过去几年，风险投资行业变成了一种接受订单的生意。 6.技术的好处之一是可以允许创始人来自世界任何地方，专注于任何垂直领域。 7.我们不能因为昨天是红杉，所以明天也理所当然会是红杉。 最大的恐惧是"我是一个无关紧要的人" 主持人：Pat,我们已经认识 9 年了，但是从未像今天这样坐在一起，我对此感到很兴奋。 Pat Grady：很高兴来到这里。 主持人：童年有什么经历令你印象深刻？ Pat Grady：我想用幸福但绝望来形容我的童年，虽然这样形容可能有点夸张。我生长于怀 俄明州的吉列一个充满爱的家庭，父母和哥哥都是很好的人，但让我绝望的是，那是个很 小的镇子，这令我迫切想去了解外面的世界。 在高中时期，我觉得最大的恐惧是" ...

Hello everyone. Thank you for your participation in today's session. My name is Martin from Wind Information. I'm so glad to be here today and introduce Wind Financial Terminal to you. Today we are going to introduce how to use our terminal to construct your investment model and discover the small size effect in the US market. So in a series of wind insights, we will provide you a series of training programs involving several different perspectives in financial markets. Our formal live stream, as you can se ...

You. Ž Ž Ž you. A. The. You. You. Good morning, ladies and gentlemen, and thank you for standing by. Welcome to TheraTechnology's second quarter 2024 earnings call. We would like to remind everyone that all figures on this call are quoted in U.S. dollars. At this time, all participants are in a listen-only mode. Following the presentation, we will conduct a question and answer session with analysts. Instructions will be provided at that time for you to queue up for questions. Following the analyst Q&A sessi ...

M Foundation Tesla Inc | North America Tesla Energy Storage: Can GenAI Electrify This $130bn Business? I'd greatly appreciate your support for the Morgan Stanley Auto & Auto Parts team in this year's All-America Institutional Investor survey. Respectfully, AJ. At first glance, the rapid growth in AI and its impact on electricity demand may not seem to have relevance to Tesla or the broader auto industry. We recently published an analysis showing how US data center power usage may be equivalent to the power ...

Weekly Performance Observation for Hedge Fund （GTJA Futures 06/14/2024） ...

第四季度剩余履约义务总额增长44%至980亿美元 第四季度总营收 143 亿美元，按美元计算增长 3%，按固定汇率 计算增长 4% 第四季度云基础设施 （IaaS） 营收 20 亿美元，按美元和固定汇率 计算增长 42% 第四季度融合云ERP（SaaS）营收为8亿美元， 按美元和固定汇率计算增长14% 2024 财年总收入 530 亿美元， 按美元和固定汇率计算增长 6% CEO Safra Catz表示："在第三季度和第四季度，甲骨文签署了我们历史上最大的销售合同，这是由于 对在甲骨文云中训练AI大型语言模型的巨大需求。在整个 2025 财年，我预计持续强劲的 AI 需求将进 一步推动甲骨文的销售额和 RPO，并导致本财年的收入实现两位数增长。预计随着 OCI 产能开始赶上 需求，连续每个季度的增长速度都应快于上一季度。仅在第四季度，甲骨文就签署了 30 多份 AI 销售 合同，总额超过 125 亿美元，其中包括与 Open AI 签订的在甲骨文云中训练 ChatGPT 的合同。" 预计2025FY第一季度的总收入预计将按固定货币增长6%至8%，按美元增长5%至7%。云总收入预计 将按固定货币增长21%至2 ...