Core Viewpoint - The sentiment of foreign investors towards the Chinese market is improving, with a focus on the recovery of the domestic economy and the ongoing dynamics of Sino-U.S. relations [1][4]. Group 1: Structural Improvement in the Stock Market - Since the second half of 2024, the Chinese stock market has been experiencing structural improvements, driven by a rebound in ROE and the rise of new technology sectors [4]. - Domestic leading companies are demonstrating operational resilience and growth momentum through measures such as shareholder returns, stock buybacks, and moderate leverage, contributing to sustainable ROE recovery and valuation uplift [4]. - Global investors express a willingness to increase their allocation to Chinese stocks, acknowledging that their current allocation is 2.4 percentage points below the MSCI Emerging Markets benchmark, indicating potential for increased investment [4][6]. Group 2: Interest in AI and Technology - Foreign investors are increasingly interested in AI, technology-related themes, and new consumption trends, recognizing missed opportunities in China's technological advancements since 2021-2022 [6]. - Concerns about China's competitiveness in global technology have shifted, with breakthroughs in AI and advancements in electric vehicles and robotics prompting a reevaluation of investment strategies [6]. Group 3: Key Topics of Interest - The recovery of the domestic economy remains a focal point for foreign investment banks, with challenges to sustainable growth still present [9]. - Catalysts for market observation include fiscal policy timing and scale, export resilience, real estate market stabilization, and the evolution of Sino-U.S. tariffs [10][12]. - The divergence between A-shares and H-shares is of interest, attributed to differences in industry composition and the concentration of high-ROE sectors in the Hong Kong market [12]. Group 4: Investment Strategy Consensus - In the context of structural improvements in the Chinese stock market and the clear intent of foreign investors to increase allocations, a balanced approach with selective stock picking is a common consensus among institutions [15].

RT Mike P (@mikepat711)Drove the new Y 1100 miles this week all through New England and back to Philadelphia. FSD the entire time.I will never be the driver on any road trip ever again unless it is a Tesla with FSD. You must live with it to understand.FSD is flip phone to smartphone. Phone book to google. Stairway to escalator. Hand grinder to electric grinder. Fire to gas stove.It is a step change technology that is irreplaceable once lived with. ...

Had an amazing fireside chat with @TomMackenzieTV at the Greenwich Economic Forum in London, where we explored the future of venture capital and technology. https://t.co/dXIETNQCZT ...

[Music] Hi, I'm Matt. I reckon it's a giveaway when someone spells their name with the at sign that they're probably a pretty serious computer nerd. and I have been in a deep and meaningful relationship with computers since the late 70s and have been using AI almost every day in anger and with love since the late '9s. And I'm here to talk to you about the evolution of AI, some of the challenges we're facing to optimize this amazing technology for humanity and put forward a solution about how we can be doing ...

Hello. Hello. My name is Brian and I'm freaking out.I'm a tad discombobulated. I'm a wee bit uncertain. I'm feeling a kind of instability in the air.I am. And you want to know why. Because we're living through actual historical change.And I posit that everyone in the room feels somewhat similarly. Something's going on. Something.It's political. It's economic. It's tech. It's the tech today and what we're going to be tomorrow. It's political actors determining what our actual material life is going to be lik ...

Company Overview - Replicate 是一家在技术发展初期坚持下来的公司 [1] - 公司在疫情期间曾暂停运营数月，后重新启动并默默发展了两年 [2] - 图像扩散模型出现后，公司业务迅速爆发 [2] Business Development - Replicate 在默默无闻中构建产品两年，直到图像扩散模型出现才迎来爆发 [2]

Back in the pre-AI era, it was really hard to come up with good new startup ideas because the idea space had been picked over for like 20 years. And so a lot of the the startup advice that people would hear would be like you really need to like sell before you build. It was like the lean startup scale fast scale fast.But I would argue that in this new AI era that the right mental model is closer to what hard set which is just like use interesting technology, follow your own curiosity, figure out what's poss ...

GUIDE 摘要 华西证券：A股和港股后续行情可能以震荡为主； 华西证券指出， A股和港股，或许均面临做多与兑现情绪相互交织的局面，两种情绪或将继续争夺定价 权，后续行情可能以震荡为主。 科技行情体现出强韧性，值得继续保持做多思维。同时，科技题材拥 挤度同样值得关注，如果拥挤度过高，且成交额下滑明显，题材可能出现切换及短期降温压力。 东吴证券：目前市场风格可能仍以成长类+制造类为主； 东吴 证 券 目前市场风格可能仍以成长类+制造类为主 富荣基金李延峥：当下仍应聚焦以产业趋势为主导的科技产业链。 华西证券 A股和港股后续行情可能以震荡为主 东吴证券研报指出，近期以机器人、AI为首的科技股成为市场焦点，经过一段时间上涨后，各种题材 股在高位强势整理，市场大幅低开后修复有序，午后权重及高位股走弱拖累盘面。两会前处于政策、业 绩、经济数据的真空期，对宏观政策和产业政策预期较强，资金相对活跃，因此弹性较高、有想象空间 的小盘风格收益高于大盘， 目前开始至两会之前，科技部分板块开始轮动，市场风格可能仍然以成长 类+制造类为主，科技仍有胜率。 同时，年报披露期间，业绩成为关键点，警惕亏损股、退市风险股。 富荣基金 当下仍 ...