XWY

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[XWY @Tryharderwy]

@ComMurtadha 上午进了通富微电，博弈周一长鑫，周一要是破发，买红利ETF躺平了

[XWY @Tryharderwy]

@LinXiao178 上午买了通富微电，博弈下周一长鑫，如果真的破发，我买红利ETF去了。

[0x进击的水豚 @crypto_oldk]

我不明白为什么人们不用ChatGPT来做股票交易。

以下是10个在股票买卖和投资中使用的提示词：

[暴利挖机 @baoliwaji]

预测一下本周市场节奏（收藏回来验证）
周一：跌（下午也难有什么像样的反弹）
周二：低开震荡回升修复核心科技
周三：普涨修复
周四：极易冲高回落📉
周五：低开震荡收盘

[Sera Aurelia X @SeraAureliaX]

🤣🤣🤣

[XWY @Tryharderwy]

@Valen9223 长电科技，半导体，买入价110，1200手，问题：周一如果价格到100左右能不能继续加仓

[BBC News (World) @BBCWorld]

China lands reusable rocket for first time, state media says https://t.co/xtxmdKGf89

[XWY @Tryharderwy]

下周整体还是保持谨慎的态度对待A股吧！什么时候场外资金进场，我觉得是真正企稳的时候，科技股不会有原来那样好操作了，紧盯Q2业绩好的个股，机器人周一如果分歧，低吸减仓，还是那句话你想抄主力的底，主力想抄你家

[XWY @Tryharderwy]

@LMDFinance 我是喜欢一个票持仓一个月的人，但是前提是买进去以后得连续涨两三天，这样我有利润垫，和你说的一样，看清主力动作以后就反复做T，目标很简单，赚足每个月家庭开销就行，如果买进去跌10%，清仓走人

[XWY @Tryharderwy]

@Valen9223 仅供参考：下周二、三再来一次大跌的概率在75%，周四、五场外资金进场捡筹码，央行一万亿您回购，个人感觉是为了这次大跌做准备用的（实际注入2000亿）为了稳住市场。

[A股趋势捕手🎯 @Aw3ff_]

https://t.co/dBVhyrDsJC

[Serenity @aleabitoreddit]

Just some public market read through from Chinese private VC markets:

Institutions are pouring funds into physical AI and world models.

1. Large models / LLMs: ~$23.56B
2. AI infrastructure + technical layer: ~$15.74B
3. Embodied intelligence / physical AI: ~$13.36B
4. AIGC applications: ~$8.79B
5. Autonomous driving + other Top-20 cluster: ~$3.82B, but not apples-to-apples with the above.

Some notes:
- "Early-stage pure foundation-model funding is basically closed".
Looks like more funding is just being put into existing leaders and going into World Model companies. My guess is that we'll likely see the same in the US with Anthorpic/OpenAI consolidation.

- "World models have become the biggest consensus in early-stage investment."

I said months ago 4D AI/World Models would be the most interesting moving forward, and called out $AEVA as potential exposure. But there's not exactly any pure play exposure. But probably next we'll wait for the next IPOs here in this sector maybe H1 next year.

- AIGC application sector is the most mature for AI technology commercialization

"Artificial Intelligence Generated Content commercialization is mature but no clear winner yet".

Makes sense. in the US there's stuff like Grok Imagine, Google Nano Banana, etc. no clear winner too. especially for video.

_

TLDR: Continued funding into AI infrastructure/semiconductor supply chains. Huge capital rotation influx into physical AI / embodied brain / humanoids + world models from capital inflow.

Consolidation around leading frontier model companies.

Personally just validated what I've been focusing on with Agility Robotics and physical AI players (eg. leaderdrive, harmonic, etc) in public markets...

As new potential opportunities in terms of capital rotation. But sadly no world model pure play exposure yet.

[XWY @Tryharderwy]

@LMDFinance 今天尾盘买的沪电股份，怎么看，我是想低吸主力的，不想被主力抄家。

[老马投资研究 @LMDFinance]

凡是跌停过的高位科技股，你都必须坚决撤离：
没有仓位的，坚决不进；有仓位的，反弹就是离场良机。

[PandaTouZi @PandaTouZi]

听我说：下周如果手里的股反弹冲高后，一定要先减仓下来，切记切记。

我感觉大盘不砸穿年线不会获得重生，目前获利盘已经套现及场外大资金正在静观其变，没有进场的痕迹。

所以，我的朋友们！为了你的口袋着想，暂时把仓位降低，跟随市场的变化提前做决策。

[XWY @Tryharderwy]

@Valen9223 主力

[XWY @Tryharderwy]

@Valen9223 今天科技修复很弱，连续几天这样缩量修复，还是守不住，别折磨了，来一次放量的大跌吧

[PandaTouZi @PandaTouZi]

哈哈，恭喜韩国投资者终于到中国股市捡宝贝来了！（只是有些时候不要怕被烫到手）