Fridman19

科研圈 → AI 圈 | 社会政治 × 投资观察
独立思考，明辨是非。
捕捉市场动态与科技趋势，坚信 AI 改变世界，积极拥抱 AGI。

[Fridman19 @Fridmen19]

@sljeff_ 你不想用可以不用，这样就不会泄露你的隐私，人家保留的是你提交给模型的提示词和输出结果

[Fridman19 @Fridmen19]

Science报道耿同学学术打假。Geng says feedback he has received from the general public and even from limited contacts with government officials is generally supportive. He believes the dozens of tips he gets from younger researchers indicates “very clear dissatisfaction” with current research practices.

[Fridman19 @Fridmen19]

暴论：目前还不能用codex和claude code的公司不值得去

[Fridman19 @Fridmen19]

@cnfinancewatch 这些人退休金一个月得有两三万吧，这么算下来一年退休金就得支出十几亿元

[Fridman19 @Fridmen19]

@dotey 只用claude code处理了一个问题，5h用量直接没了

[snowboat @snowboat84]

https://t.co/VM7Ox6KYl6

[Fridman19 @Fridmen19]

@TTnxlv37VSpEE0h @antiAIvo 歌尔除了AI眼镜以及端侧AI配套，就没有其他和AI产业链相关的业务了，错过了这波AI机会，找其他机会看看，或者等着吧

[Fridman19 @Fridmen19]

@TTnxlv37VSpEE0h @antiAIvo 歌尔没戏，立讯拿着就是了

[Fridman19 @Fridmen19]

@Rangfeng1117 @Rocky_Bitcoin @citrini 量子计算还没有实际应用场景，5年太短了，至少20年之后再说

[Fridman19 @Fridmen19]

@antiAIvo @giantcutie666 想想21到22年的A股

[Fridman19 @Fridmen19]

纳指创下了今年以来单天最大跌幅的记录，A股股民一片哀嚎，唉，惨啊，周一又要打响4000点保卫战了

[Fridman19 @Fridmen19]

@Phoenixyin13 这位

[Fridman19 @Fridmen19]

重庆理工大学副校长被其电气学院老师砍死，该老师杀人后并未离开现场，对着过往拍摄人员大喊：“我是为民除害”

[Fridman19 @Fridmen19]

@aleabitoreddit 你一喊，马上要涨停啦

[Fridman19 @Fridmen19]

@wangwatchworld 人家不是这么说的，中文自媒体总是标题党，原文说的是：如果能够有效减速、且不会让不谨慎的竞争者偷偷追上，那么拥有“可验证暂停”的选项可能是好事；这需要多个前沿实验室、多国协同和验证机制。

[Fridman19 @Fridmen19]

路透社消息：海力士表示，目前正在与客户就下一代 HBM 进行价格谈判，并预计有利的定价环境将持续到明年。

- 它补充说，用于英伟达下一代人工智能平台 Vera Rubin 的 LPDDR 内存需求正在强劲增长。

- 据该公司称，到 2027 年 Nvidia LPDDR 的强劲需求可能会使整体内存市场的供需状况更加紧张。

[Jukan @jukan05]

Reuters: SK Hynix tells investors its U.S. listing plan has won strong backing, source says

- According to a source familiar with the matter, SK Hynix told investors this week that its plan to list in the U.S. has received a “tremendously positive” response.

- The company has confidentially filed for a U.S. listing this year, and some sources have said the offering could raise as much as $14 billion.

- The company also said it is currently in price negotiations with customers for next-generation HBM, and expects the favorable pricing environment to continue into next year.

- It added that demand for LPDDR memory used in Nvidia’s next-generation AI platform, Vera Rubin, is growing strongly.

- According to the company, strong Nvidia LPDDR demand from 2027 could make overall memory market supply-demand conditions even tighter.

- In response, SK Hynix plans to adjust its investment plans and product portfolio to maximize production volume.

- Nevertheless, the company emphasized that it remains difficult to say with certainty that it will be able to fully meet all demand.

[Fridman19 @Fridmen19]

@Phoenixyin13 太恶心了，每天都整这种标题，已经举报

[Fridman19 @Fridmen19]

6月4日上证指数下跌0.64%，好多媒体不敢提跌了多少，直接自欺欺人

[Fridman19 @Fridmen19]

嘉信刚发通知：PDT 规则要变了。

重点不是嘉信自己放宽，而是 SEC/FINRA 的规则改了。以前小账户最烦的那个限制——5 个交易日内日内交易超过 3 次，就可能被标记 PDT，账户还得有 2.5 万美元——以后要取消了。

嘉信说从 6 月 7 日开始，不再统计保证金账户的日内交易次数，之前因为 PDT 被限制的账户，也会移除相关限制。

不过这不代表可以随便满仓乱冲。以后看的不是“你做了几次 T+0”，而是账户还有多少 buying power，以及券商自己的盘中风控。

简单说，小账户做美股日内的门槛确实降低了，但风险一点没少。