但是，这些都不如核心技术人才贵。毕竟芯片和合同，科技巨头有钱就能买到。而争夺顶级人才，既要 有芯片和基础设施，还要有公司愿景和高昂薪酬，甚至还要超级富豪亲自出面，用个人魅力亲自招揽。 AI行业的军备竞赛已经度过了囤积芯片提升算力的初级阶段，进入了吸引核心研发人才的新阶段。哪 家公司能吸引和留住最顶级的人才，就能在这场白热化竞争中占据上风。而华裔技术人才更是成为了精 英中的精英。 扎克伯格在商战中崇尚简单粗暴直接。过去几个月时间，他的Meta展开了一场"人才闪电战"，对 OpenAI、谷歌、苹果等公司展开了一场突袭，用难以置信的报价直接大量挖走顶尖AI技术人才。 OpenAI对此深受其害，今年7月甚至一次性被挖走了八名核心技术骨干，其中还包括了刚从谷歌挖来的 DeepMind人才。 AI大潮冰火两重天：一边是科技巨头哄抢技术精英，亿万富翁亲自求着人才加盟，不惜开出上亿美元 合同；一边则是AI普及大量取代基础岗位，资本家直言不需要那么多员工，冷酷裁员毫不留情血流成 河。 OpenAI首席研究官马克·陈（Mark Chen）怒火中烧地说，他有一种发自内心的感觉，就像有人闯进自己 家偷了东西。 而OpenAI CEO ...

Group 1: Market Overview - The U.S. stock market is experiencing a pause after six consecutive gains, with a notable shift in capital flow towards precious metals, which surged by 18% [3] - The price of gold has reached $3,300, driven by geopolitical tensions, particularly rumors regarding Israel's intentions towards Iran's nuclear facilities [5][6] Group 2: Company Insights - Tesla's stock saw a modest increase of 0.5%, supported by Elon Musk's commitment to not relocate the company for five years and the anticipated launch of autonomous taxi services in June [4] - The potential breakthrough of Tesla's Full Self-Driving (FSD) technology to Level 4 could significantly alter its valuation, similar to Apple's transition from iPod to iPhone [4] Group 3: Economic Indicators - The yield on 10-year U.S. Treasury bonds is at 4.48%, reflecting concerns over fiscal deficits and upcoming debt maturities totaling $9.2 trillion by 2025 [7] - There is speculation among traders that Treasury yields could exceed 5%, reminiscent of past market reactions to debt rating downgrades [7] Group 4: Energy Market Dynamics - Oil prices are balancing around $78, influenced by the dual negotiations of U.S.-Iran nuclear talks and Russia-Ukraine discussions, with an expected increase of 400,000 barrels per day from Iran [8] - The ambiguous stance of former President Trump on sanctions against Russia adds complexity to the oil market, similar to the fluctuations seen during OPEC+ production agreements [8] Group 5: Investment Strategies - Recommendations include maintaining a 5%-10% allocation in physical gold or ETFs as a hedge in turbulent times [10] - Emphasis on verifying the practical applications of technology investments, particularly in Tesla's FSD and Google's Gemini, as a litmus test for their viability [10] - Suggestion to gradually build positions in long-term Treasury bond ETFs if yields surpass 5% [10] - Advisement to remain cautious with energy stocks until clarity emerges from the Russia-Ukraine situation [10]