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浓眉大眼的也暴雷了
猫笔刀· 2025-04-20 14:18
明天又要开盘,说回行情,先从周五的尾盘开始讲。 国家队又一次在收盘前出手护盘,比较明显的标的还是华夏沪深300etf(代码510330),分时线很明显的看到最后10分钟买了将近40亿,本来靠着这笔资 金可以把上证指数从-0.3%抬到红盘,但这次遇到了一些小意外,最后3分钟突然汹涌而出大量卖盘,把大盘又砸回去了一些,导致最终收盘的时候上证指 数绿了,下跌0.11%。 再细节一点,就是关注510330的交易量,突然来了连续的大额买单,就跟着一起买,快收盘了赶紧抛。这么干的人多了,波动就会放大,包括最后三分钟 的回落幅度也比以前大,因为这种搞偷鸡的资金不愿意持仓过夜去承担额外的风险。 总之上证指数的8连涨在一片混乱中被终止,那跌了有什么不良后果吗?其实也没有,就是宣传上不好说贸易战之后中国股市每天都涨了,这种不必要的 包袱早点卸下了也好。 你们看周五的成交量,都缩到9100亿,没眼看了,这种僵尸行情真就是浪费时间,表面上每天尾盘拉升mini涨,其实市场并不认可指数的有效性,纷纷离 场观望。总不能贸易战一天没打完,大盘就一直立正罚站吧。 反正我是无所谓的,现在年化贴水率挺高,哪怕一直僵硬到年底也不白给,就这么耗着好了 ...
百万年薪抢人,vivo为何押宝家庭机器人?
3 6 Ke· 2025-03-26 03:27
Group 1 - The core focus of vivo is to enter the household robotics market, with significant recruitment efforts for talent in robotics, offering salaries exceeding 1.2 million yuan for key positions [1][3] - The household robotics market is seen as a high-potential area due to increasing demand driven by aging populations, with the Chinese government prioritizing the development of household service robots [3][15] - vivo aims to leverage its existing technology in AI and imaging to develop robots that can understand environments and respond to user needs, with a timeline of 3-5 years for prototype development and over 10 years for ideal product launches [3][6] Group 2 - vivo's experience in mobile technology provides a strong foundation for its robotics ambitions, particularly in AI capabilities that enhance robots' understanding of human language and physical environments [6][7] - The company has established a robotics lab focused on training AI agents, which will serve as the "brain" for future robotic products, building on its previous investments in AI research [8][14] - vivo's advancements in imaging technology, such as 3D imaging and TOF sensing, are crucial for spatial awareness in robots, enabling better interaction with the physical world [9][12] Group 3 - The competitive landscape includes major players like Apple and Samsung, who are also investing in robotics, indicating a broader industry shift towards this technology [15][16] - The robotics industry is experiencing rapid growth, with increasing investment and interest from startups, suggesting a potential market explosion driven by advancements in AI [16][18] - vivo's strategy emphasizes the integration of digital and physical worlds through robotics, similar to its approach in the smartphone industry, leveraging its user base and technological expertise [18][19]
高盛观点 | 全球卫星市场或将增长七倍
高盛GoldmanSachs· 2025-03-20 10:25
卫星技术的演进 即便如此, 高盛研究部认为LEO卫星非常有潜力成为主流技术,对传统电信公司带来负面和正面影响 。在早期阶段,LEO卫星将可以 增补偏远 地区的宽带 ,与农村地区的传统宽带形成竞争。从长远来看, 卫星技术可能会纳入移动网络中 ,通过卫星和电信运营商之间的合作实现通信系 统无缝连接。 卫星发射的成本 由于所处轨道高度较低,LEO卫星的覆盖范围亦较窄。此外,为了支持相当数量的人口能够同时使用LEO卫星通信, 需要更多的卫星来确保每个 用户都有足够的速度和带宽 。如果一颗卫星提供每秒960吉比特的带宽,并以大约每秒100兆比特的速度传输数据,则需要大约46万颗卫星才能覆 盖世界一半的人口。 发射的成本也可能很高 :每公斤卫星有效载荷或将高达12,000美元。与地面传输系统相比,卫星可能有更长的延迟或通信速度的滞后。LEO 卫星的寿命较短,会产生大量的太空碎片,需要 积极的碎片管理 。 高盛大中华区科技研究主管 张博凯(Allen Chang) 近期发布研报, 预测未来五年内全球各地将发射多达70,000颗低轨道 (Low Earth Orbit, LEO) 卫星 。这些卫星通常位于距地球100-1,2 ...