推特：https://x.com/victalk6886 Telegram :victalk2021 00:00 开场：GPT-5.6 + Codex 如何优化工作流 00:48 第一步：拆解工作流 02:11 创作者的 5 步内容工作流 03:27 信息流收集与成本真相 08:38 ChatCut + MG：AI 优化视觉层 10:28 自动生成标题、推文与章节 12:38 20 美元 Plus 的内容生产 ROI 13:33 把工作流拆细：逐项测试与成本核算 14:55 Skills 与 Agent：编码和自动化 16:23 总结：人机协作的方法论 18:23 GPT-5.6 之后：新一轮大模型将井喷 #AI投资 #人工智能投资 #AI股票 #AI美股 #美股投资 #科技股投资 #AI赛道 #AI产业链 #AI概念股 #AI龙头股 #AI算力 #AI数据中心 #数据中心投资 #半导体投资 #半导体股票 #芯片股 #英伟达 #NVIDIA #NVDA #AMD #博通 #Broadcom #AVGO #台积电 #TSMC #美光 #Micron #MU #HBM #DRAM #存储芯片 #光模块 #光通信 ...

National Security and Geopolitical Risks - Exporting advanced semiconductors like H200 or Blackwell chips to China poses a significant threat to national security by enhancing the capabilities of the People's Liberation Army [1][2] - Chinese law mandates that domestic companies must transfer imported advanced semiconductor technology to the military, directly undermining the competitive edge of the U.S. military [1][2] - A bipartisan consensus exists on Capitol Hill to maintain strict export controls on dual-use technologies, specifically advanced semiconductors, to mitigate strategic risks [2] Commercial and Competitive Impact - Allowing the export of high-performance AI chips to China enables Chinese AI firms to compete directly with U.S. companies, potentially eroding the market position of domestic technology leaders [1] - The current policy of permitting Nvidia to sell advanced products to China is viewed as a strategic error that negatively impacts both commercial interests and national security [2]

SK Hynix's ADR premium stock SKHY rebounds +21% since its debut, while its Korean shares dipped -14% on Tuesday. Explore more premium news and analysis on SK Hynix in AlphaSpace in the link in bio. 👉 ...

two essential AI chip firms pulling in very different directions. So what's going on. TSMC reporting sales in the most recent quarter that increased 36%.This is the company that actually manufactures the chips for the likes of Nvidia, Apple and others. It is then a bellweather of the demand for chips that go into yes data centers but also smartphones. And at least on these numbers, it suggests that that AI demand is holding up.That growth is still there. On the flip side, South Korea's SKH, up until recentl ...

RT Avi Chawla (@_avichawla)NVIDIA just released a new RL framework.Your entire setup is one Python file:- write a class with a step() function- return a reward from it- the framework handles the rest, up to 1T-class MoE trainingIn a typical RL framework, the environment and reward logic live inside the trainer's codebase.Adding a new task requires writing framework code, registering it, and wiring up config for it.The reward usually comes from a separately trained reward model, which needs its own GPUs and ...

And right now we are two minutes away from the end of the trading day. Romaine Bostick here with Katie Greipel taking you through to that closing bell. It's a global simulcast.Carol Massar and Tim joins us now. Welcome to our audiences across all of our Bloomberg platforms, television and radio. Our partnership with YouTube a rebound from yesterday here with a big bump from Nvidia Apple.Quite a few others, but a big track down by IBM, Microsoft and some of the software companies. Yeah, absolutely. The churn ...

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RT Token Terminal 📊 (@tokenterminal)Notional trading volume by market on @tradexyzThe @SKhynix perp became the most traded market on tradeXYZ, with a weekly volume of ~$4 billionPerp venue growth strategy: "List the right assets at the right time" https://t.co/4DFdUmosdY ...

LATEST: 🇰🇷 South Korea has named semiconductors, AI data centers, and physical AI as three major national megaprojects, with 800T won in planned chip investment. https://t.co/zDjiyrOvp1 ...

目前来看我对美力士 ADR 进行的刻舟求剑基本应验，dip 之后进行了一个 SPCX 模式的上涨，但 是否可持续 我并不清楚。有人问巨大的溢价是如何产生的？从我的理解来看，美力士 ADR 是筹码最好而且新的那个，并享有美利坚溢价 fomo，正如 ADR 上市前几个币圈盘前市场的情况一样，由于大家在非交易时段本质上都是各走各的，所以也不存在太严谨的价格回铆逻辑，暂时独立看待美力士比较好但是注意了，韩力士正股一旦涨幅短期内无法追上，两者就会双向奔赴了，另外更垃圾的就是港力士 7709 在震荡以及下行行情中的表现，如果长期看好海力士，最好的选择或许是卖出 7709 等待美力士 ADR 溢价收敛的横盘震荡期。这或许是本周 or 下周的两周内会发生的事，以上为个人推测仅供参考Yuyue (@yuyue_chris):三星电子财报的问题和之前很多财报的情况一样，就是预期打得实在太满了。那么只要不是像美光一样超过预期的预期，就有一定风险带崩市场。等下八点密切关注韩国人那边的情况，相关的有 $EWY $DRAM 和杠杆 ETF $KORU 、美股的存储 $MU 等等夜盘目前看都有所微跌，韩股那边也已经开始竞价 ...