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Cato_KT
Cato_KT
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高油价,刺激债市高收益率,刺激政府开始回归加息周期,其实这些对于风险资产的压制都是很容易被人忽略的 简单来说,一个危险的经济与金融环境让我们手中的钱更加贵,这种环境不会让我们直接丢掉所有的风险资产,但是会让我们选择资产的时候就会更加慎重 买币只买 #Bitcoin ETH BNB ,买股,只买NVDA TSLA MU 等,我们只会为更优秀资产的估值买单 而且一个危险的宏观环境,对优秀资产的影响只是没有那么明显,但是会直接限制其上限 想要打开上限,就要有一个乐观积极的宏观环境,就要有一些积极流通的流动性,这些都需要更低的油价,更稳定的地缘,更低的长端收益率,更低的利率环境。#霍尔木兹仍未开放,OPEC+维持11月产量不变
Cato_KT
Cato_KT
Taking advantage of the weekend to chat a bit about AI security issues, why do major leading companies and the US government impose strict scrutiny on AI security, and even companies conduct self-inspections? The logic is actually very simple: without ruling out security risks, it is impossible to establish human trust in artificial intelligence; without trust in AI, it is impossible to establish an AI reputation system; without an AI reputation system, it is impossible to ultimately form an AI economy. Previously proposed concepts like Web4 in the US, or A2A and the AI economy, when artificial intelligence becomes a collective, a reputation system is essential, and security is the foundation of that reputation! #英伟达股价再创历史新高,市值逼近6万亿美元

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