Investment Rating - The report indicates a less favorable investment regime for emerging markets (EM) due to shifting macroeconomic dynamics and increased scrutiny on fiscal policies [15]. Core Insights - The report highlights that China's export growth is expected to moderate to 6.0% YoY in September, with imports remaining low at 1.5% YoY. GDP growth for Q3 2024 is projected at approximately 4.5% YoY, with industrial production stable at 4.6% YoY and retail sales improving to 2.8% YoY [3][14]. - In India, CPI inflation is anticipated to rise sharply to 5.2% YoY in September from 3.65% YoY in August, primarily due to unfavorable base effects in food prices [12][14]. - Indonesia is expected to lower its BI rate by 25bps in the upcoming policy meeting despite recent FX volatility [12][14]. - The Bank of Thailand is likely to maintain its policy rate as it awaits more data to assess economic momentum [12][14]. Summary by Sections Economic Indicators - China: Exports growth is projected at 6.0% YoY, imports at 1.5% YoY, and GDP growth at ~4.5% YoY for Q3 2024 [3][14]. - India: CPI inflation is expected to rise to 5.2% YoY in September, driven by food price increases [12][14]. - Indonesia: Anticipated BI rate cut of 25bps in October [12][14]. - Thailand: No change in policy rate expected as the BoT assesses economic data [12][14]. Upcoming Events - Key economic indicators to watch include China's CPI and PPI data, expected to show a CPI of 0.5% YoY and a PPI of -2.5% YoY [10][14]. - Malaysia's industrial production is forecasted at 5.3% YoY for August, while India's industrial production is expected to be 1.0% YoY [10][14]. Market Dynamics - The report notes a shift in EM market dynamics, with increased fiscal dominance affecting trading behaviors and risk positioning [15]. - The report emphasizes the importance of upcoming events, including the US elections, which may drive uncertainty in EM assets [15].

M Update Hewlett Packard Enterprise | North America October 11, 2024 01:14 AM GMT A Liquid Cooled Future HPE's AI Day focused on experience in liquid cooling, built over 50 years with Cray. Believe the growing need for liquid cooling, the pending Juniper acquisition and the Private Cloud Platform position the company to capture a bigger portion of the AI TAM than they are today, but timing TBD. Key Takeaways HPE sees a $171bn AI opportunity, growing at 25% CAGR from '23 - '27. Believe they can compete acros ...

Robotaxi 商业化加速智能驾驶未来已来 20241011 摘要 • 特斯拉在最近的发布会上展示了包括 Cybertruck、Optimus 机器人和 Robotaxi 等多款新产品，其中 Cybertruck 是一款自动驾驶机器人，承 载着特斯拉在智能交通领域的重要战略使命。Optimus 机器人和 Robotaxi 则进一步体现了特斯拉向 AI 和自动驾驶领域进军的决心。 • 特斯拉推出的 Robotaxi 基于其全自动驾驶 (FSD) 技术，采用 C2C (客 户对客户) 的商业模式，即车主可以在闲时利用自己的特斯拉车辆提供出 行服务，从而实现车辆"为自己打工"的概念。 • 自动驾驶技术在实际应用中取得了显著进展，例如国内的"萝卜快跑"和 蔚来汽车的 Robotaxi 服务，以及国外的 Waymo 和特斯拉。目前，自动 驾驶技术主要应用于特定路段和场景，但覆盖范围和应用场景正在不断扩 大。 • 自动驾驶出租车未来的发展前景良好，随着下一代车型改装成本降低，其 竞争力将进一步提升。从长远来看，自动驾驶出租车有望成为未来智能交 通的重要组成部分，提高交通效率并降低出行成本。 • 自动驾驶技术能否大规模商 ...

屏幕前的观众朋友们亲爱的我们老铁们大家周日晚上好欢迎大家来到高乐和他的专团我们今天非常荣幸的请到了国泰基金的吴忠浩吴总跟大家一起探讨一下因为最近市场波动比较大我们的题目是巨震之后怎么走相信这也是大家最近探索的一个问题对吧而且我们从2700点不到升到了接近3700点 十个交易日一千年的涨幅那主线行情经过了这一次矩阵之后可能也真的需要一段时间去盘整需要一段时间去筹码交换那未来会不会有主线行情会不会有新的主持人浪那我们也这个邀请吴总给我们进行详细的分析那吴总先跟大家打个招呼吧主持人好那个听众朋友们大家晚上好 那我是国泰基金的量化基金经理吴忠浩那么很高兴能有这次晚上的这个聚会呢来跟大家一起交流一下对于未来市场的一个研判好的那还是请大家准许我稍微介绍一下吴总 呃吴总呢是国泰量化投资部的经理啊硕士研究生啊从就就职于啊美国的L3的capital2019年12月份加入了国泰基金啊历任研究员基金经理助理和经理目前管理多只啊ETF这个基金那我们也知道这个本身这一波刚才提到了1000点的指数的涨幅是大家比较关心的就是 呃自己手里边的职仓啊包括方向可能跟不上指数对吧所以呢我们也想请吴总给我们聊一聊啊最近是怎么看当下这个市场的吴总呃好 ...

各位小伙伴大家下午好欢迎收看禅论解盘我是光大证券投资顾问李劝每个交易日下午四点钟我们都会在直播间陪着大家一起去复盘市场讲解市场的逻辑今天整体市场走出了这样一个超跌反弹的状态可能有的小伙伴看了 这几个交易日的市场的状态可能会有一些信心上的动摇对未来的走势到底该怎样的演进也是觉得有一点疑惑那么其实我们从近几个交易日发现整体的市场和之前的市场演进的状态是非常类似的 当权证板块带领整体的指数走出了非常明显的修复行情之后啊也就是所谓的这些权证的板块搭好牌子之后就开始有轮番表演的这些板块了我们可以看到前一段时间都是比如像券商啊像科技股啊半导体等等啊他们的表现啊是非常耀眼的 也包括有很多像北桥锁啊包括创业板啊科创板他们有20厘米甚至30厘米涨跌停的这些个股他们的表现是非常强势的但是大家应该能够发现这些个股之所以有这么强势 就近一段时间有那么强势的表现大家应该能够看到上半年他们可是承受着巨大的行情的压力啊其实在下半年的时候在很多红利啊权政板块争字头走的相对比较强势的时候 很多小市值的指数很多像北证50科创100包括科创50等等这些指数他们还是面临着比较大的向心的压力甚至到9月份的时候我们可以看到部分的这样一个指数距离2月初的 ...

Summary of AI Industry Conference Call Industry Overview - The AI industry is rapidly developing, expected to contribute over $10 trillion to global economic growth by 2023, with increasing reliance on AI technologies across various sectors including financial analysis, medical diagnostics, and autonomous driving [1][3][4] Core Insights and Arguments - AI technology integrates physical models, mathematical theories, and information processing mechanisms, utilizing principles from statistical physics, fluid dynamics, and quantum mechanics for model development [1][2] - The commonality between biological neural networks and artificial neural networks lies in their information processing and transmission mechanisms, where weights in AI correspond to synapses in biological systems [1][2][3] - AI is currently in the "hype" phase of the emerging technology maturity curve, transitioning towards the recovery phase, with applications expanding from text generation to autonomous vehicles and medical imaging recognition [1][4] - The launch of ChatGPT significantly increased interest in AI, with a tenfold rise in discussions in the Chinese internet sector and 250 million active users globally, projecting revenues of $11 billion by 2025 [1][5] Key Metrics and Trends - Different AI models exhibit variations based on training data sources and logical reasoning styles, improving accuracy over time as they adapt to user habits and industry characteristics [1][6] - Key indicators for assessing a country's AI competitiveness include R&D investment, patent counts, research publications, talent reserves, and the degree of industrial application [1][7] - Major global players in AI R&D include universities, AI startups, and mainstream research institutions, with significant government support varying by country [1][8] Industry Applications and Future Prospects - AI is expected to benefit various sectors, including healthcare, finance, e-commerce, and manufacturing, enhancing efficiency and reducing costs [1][18][22] - In healthcare, AI can assist in drug development and clinical trials, while in finance, it aids in risk assessment and fraud prevention [1][18][23] - The impact of AI on desk jobs is notable, with improvements in efficiency for tasks such as market research and content creation [1][19] Challenges and Considerations - The rise of AI poses challenges such as potential job displacement and ethical concerns regarding data privacy and algorithm transparency [1][11][21] - Countries must ensure equitable access to AI technologies to prevent monopolization by a few nations, with calls for strict regulations to manage AI's societal impacts [1][14] Conclusion - The upcoming global AI competitiveness index report aims to provide insights into AI development across various countries, helping policymakers and businesses make informed decisions [1][24]

Summary of Conference Call Notes Industry Overview - The report focuses on the high-speed rail (HSR) industry, specifically China's high-speed rail expansion into global markets [1] Core Insights and Arguments - The presentation is part of a series by Galaxy Securities Research Institute, highlighting the global high-speed rail landscape and China's role in it [1] - The report is structured into five main sections, detailing the current state and future prospects of China's high-speed rail initiatives [1] Additional Important Content - The report emphasizes the strategic importance of high-speed rail in connecting regions and enhancing economic development [1]

各位观众朋友们大家好我是国际金融论坛的主持人梁音感谢大家每周一三五下午五点都准时锁定我们的直播间我们今天继续来聊全球事业下的人工智能现状与未来的话题今天聊我们直播间的分享嘉宾是IFS特邀数据专家周建老师首先我们欢迎周老师来到我们直播间周老师你好谢谢主持人大家好 曾任第一财经商业数据中心数据分析师WPP集团 旗下凯布中国行业分析师对人工智能领域有着深入的研究在这个科技飞速发展的时代人工智能已然成为我们生活中不可或缺的一部分从智能助手到自动驾驶从医疗诊断到金融分析AI技术正以前所未有的速度改变着我们的生活和我们的世界那些年来深度学习自然语言处理和计算机视觉等等技术不断突破 AI的应用场景也随之不断扩展以自然语言处理为例那它已经不仅仅局限于简单的语音识别今日的AI已经可以理解复杂的上下文创造出接近人类水平的自然交流体验那人工智能的未来无疑是光明的但不确定性同样也存在那市场分析公司Gather 最新数据显示,到2023年,AI将成为每个企业不可或缺的一部分,预计将推动全球经济增长超过10万亿美元。今天,我们的直播将聚焦于人工智能的最新发展和未来趋势。 探讨AI技术的创新如何推动行业进步以及这些进步又如何影响我们的日常 ...

本次电话会议仅服务于国泰居安证券正式签约客户会议音频及文字记录的内容仅供国泰居安证券客户内部学习使用不得外发并且必须经国泰居安证券研究所审核后方可留存国泰居安证券未授权任何媒体转发此次电话会议相关内容未经允许和授权 转载转发均属侵权国泰均安证券将保留追究其法律责任的权利国泰均安证券不承担因转载转发引起的任何损失及责任市场有风险投资需谨慎提请广大投资者谨慎做出投资决策大家好欢迎参加国泰均安证券 乘风飞翔未来股价节奏空间测算龙头选择电话会议目前所有参会者均处于静音状态下面有请主讲人发言谢谢各位读者各位朋友晚上好我是国军建筑首席韩岐成今天晚上给大家复盘一下和展望一下建筑行情分为三个部分首先是判断一下未来的股价节奏其次是判断一下这次上涨的空间再次是做龙头选择 我们的结论是这样子的就是这次行情是反转性的趋势行情是跨年行情四季度会实现跨年同时的话10月份是最好的一个月而下周又是最好的一周这是节奏然后第二的话空间融通公司还有19%到105%左右的空间然后融通选择的话是中国建筑中国交建中国能建中国中铁中国铁电 然后呢四教股份中国中冶中国化学等基建央国企为主这些公司的特点是PB小于1股息率大于2.25%然后呢同时在护身蛋白就是 ...

各位澎湃新闻网友大家好欢迎收看本期首期连线节目我是澎湃新闻记者田中方A股暴涨中刷新多项历史记录今天A股在十一休市前的最后一个交易日继续出现大涨其中上证指数涨超8%深证成值涨超10%创业板指更是暴涨于15%两市近2.6万亿元的成交额同样刷新了历史记录 那当前阶段A股为何能刷新多项历史记录接下来上涨动力如何又有哪些投资机会值得关注呢本期我们非常荣幸邀请到了林源投资董事长林源来进行相关解读林总您好您好您好林总是与中国资本市场共同成长的超级投资家那被誉为我们的中国股神 2006年林总成立了自己的私募公司林源投资目前资金管理规模一直位居市场前列好的我们话不多说接下来就请林总聚焦一下我们当前的股市市场哎林总啊我想请先请教您一个我们观众朋友们都非常关注的问题就是今天的暴涨您认为主要是我们该如何看待呢那主要是哪些因素促成的对于本轮暴涨您认为我们该如何理解呢林总现在这个股市近几日的这个 市场涨主要的原因还是过去跌多了跌过头了这个市场有一批具有非常好的标的有投资价值的东西一旦有 包括政策方面或者时间方面的模式也差不多了一旦有这种这种信息的话它就会发生像最近几天这种情况这是股市的规律一点也不奇怪也完全符合资本市场的规律好的那整体来 ...