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77 timeline items   1 8next

Published May 15 '13. Last edited Mar 24 '25
Is a US-China Hot War Inevitable?

Uncertainty   #thucydidestrap #geopolitics #uschinarivalry #tradewar  US is still world's No.1 power in terms of GDP, military and technology, but with fast catchup of China's development and #geopolitics influence, anxiety and fear of losing multi-perspective rac...

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Published Mar 06 '23. Last edited Mar 22 '25
Which China Stocks and Sectors will Win

Uncertainty   This topic track predictions regarding individual China stocks and business sectors.

  • Mar 22 '25
    Prediction
       

    李开复：中国AI大模型可能只剩3家

    CEO李开复在受访时表示，DeepSeek“可能让OpenAI创始人辗转难眠”，未来中国 #语言大模型 #LLM 市场经过激烈竞争后，大概率只会剩3家，包括 #DeepSeek、阿里巴巴和字节跳动。
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  • Mar 04 '25
    Fact
       

    中国固态电池大突破

    原文包括 #固态电池 产业链核心环节及相关个股
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Published Mar 17 '25. Last edited Mar 18 '25
Communication and Influence Skills

Uncertainty   This topic collects tutorials of improving your communication skills in English.

 

 

Published Dec 16 '13. Last edited Mar 14 '25
Edges for Trading and Investing

Uncertainty   This topic of Edges for Trading and Investing collects learnings that provide actionable edges to someone who aspires to succeed in making decisions for trading and investing. This topic is hos...

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Published Mar 17 '23. Last edited Mar 14 '25
Which US Stocks and Sectors Will Win

Uncertainty   Stock picking advices for US stocks.

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Published Sep 18 '24. Last edited Mar 12 '25
How to Build a Useful RAG Application?

Uncertainty   This topic is a collection of posts regarding how to build a useful Retrieval Augmented Generation (RAG) application.

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Published Jun 04 '24. Last edited Mar 10 '25
US Economy Outlook

Uncertainty   #usgdp #useconomy  This is a collection of predictions related to #usgdp and #useconomy

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Published Dec 06 '23. Last edited Mar 05 '25
US Stock Market Outlook

Uncertainty   #sp500 #ndx #nasdaq #stickyinflation  This is a collection of predictions , opinions on the outlook of US stock market mainly #SP500. Events between Feb 2023 and late March 2023, this uncertainty has resolved based on the following ...

  • Mar 05 '25
    Prediction
       

    Veteran fund manager who correctly forecast S&P 500's drop revamps outlook - TheStreet

    full text available (9372 bytes)
  • Mar 04 '25
    Prediction
       

    中金：美国增长走弱的“真相”

    短期市场还是以预期消化为主，要么等待时间，要么到合理位置。我们建议：1）美债“反着想、反着做”，短期有交易型做多机会。假设全年仍有2次降息预期（3.75%），10年美债利率或回落至4~4.2%左右，但不宜过度外推；2）美股短期或仍有波动，但跌多了可以再介入。基准情形下，我们测算2025年标普500指数10%的盈利增长基本对应6300~6400《美股还有多少空间？》，短期标普500指数的...
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Published Oct 07 '23. Last edited Mar 04 '25
Problem Solving Skills, Human vs AI

Uncertainty   #problemsolving #ai  This is a collection of #ProblemSolving processes, either by human or by #AI, with the intent of understanding which one is better at what.

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Published Aug 13 '23. Last edited Mar 02 '25
如何创建人工智能 AI 系统？

Uncertainty   #算法 #技术要点 #数据收集 #数据标注 #算力 #硬件 #数据 #ai  这个主题深入探讨建造 #AI 预测模型所需的 #算力，#算法 和 #数据 三方面的 #技术要点，包括 GPU芯片等 AI #硬件， #数据标注 等AI系统 #数据收集 方法，并展望预测模型的开发过程。

  • Mar 02 '25
    Fact
       

    DeepSeek全面开源V3/R1推理系统

    DeepSeek-V3/R1推理服务的优化目标是：提高吞吐量和降低延迟。 为了实现这两个目标，团队采用了跨节点 #专家并行（Expert Parallelism，EP）技术。
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  • Feb 02 '25
    Fact
       

    目前对DeepSeek最全面客观的分析

    美国科技媒体SemiAnalysis对 #DeepSeek #LLM 的全面分析的中文翻译。
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