Robin Li: DeepSeek has achieved great success, but there is still a need to increase investment in AI Infrastructure.
Li Yanhong stated that the inference cost of large models has decreased by more than 90% annually, but to develop a model that is smarter than others, more computing resources must be used, and investments in cloud infrastructure remain very important.
Is Tesla in danger? American investment bank Stifel: Musk's crossover into the political arena may affect Autos sales!
①Stifel Analyst states that Musk's leadership of the "Department of Government Efficiency" to reduce expenses may affect Tesla's sales, as Consumer sentiment has dropped to a historical low; ② The report notes that Tesla is experiencing an annual sales decline for the first time in 2024, coinciding with Consumer sentiment dropping to single digits.
How could OpenAI succeed with a quote of 100 billion? But do not underestimate Musk.
Analysis points out that Musk's move is not really to directly acquire OpenAI's non-profit entity, but rather targets the profitable Assets that Altman must purchase to restructure the company. Musk's Quote has set a price benchmark that could force Altman to pay a higher price than anticipated to complete OpenAI's transformation.
OpenAI's ChatGPT Surpasses Elon Musk's X To Rank Sixth Most-Visited Website Globally — Sam Altman Says, 'Still A Long Way To Go To Run Down Google'
The hedge fund mogul in the US has significantly increased shareholding in Chinese concept stocks, once boldly claiming to "buy everything China assets."
① The USA hedge fund mogul David Tepper's Appaloosa LP significantly increased its shareholding in Chinese concept stocks and China Stocks ETF in the fourth quarter of last year; ② Appaloosa's holdings of Alibaba shares rose by 18%, reaching 11.8 million shares; JD.com's Hold Positions increased from about 7.3 million shares to about 10.5 million shares; PDD Holdings' Hold Positions increased by approximately 0.055 million shares to 5.4 million shares.
Fully increasing positions in Chinese stocks and ETFs! The hedge fund mogul who vowed to buy "everything" related to China Assets is taking action again.
The Form 13F disclosure document from billionaire investor David Tepper's Appaloosa LP shows that this hedge fund significantly increased its Shareholding in Chinese stocks and Chinese stock funds in the fourth quarter of last year. The specific symbols and quantities of the increased Shareholding are: JD.com 3.17 million shares, Alibaba 1.84 million shares, KE Holdings 0.4 million shares, Baidu 0.1 million shares, PDD Holdings 0.055 million shares, KraneShares CSI China Internet ETF 0.81 million shares, iShares Core MSCI China Index ETF 0.8 million shares. Alibaba remains the largest holding, accounting for 16% of its net Assets.
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