美股重點新聞
財經台韭菜
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幫推
BofA:
call唔切aapl
主要都係話AI帶動換新機潮，留意返暫時只限美國/英語市場，消除AAPL係AI技術落後憂慮。
我覺得AAPL唔太需要train自家model ，大可以坐享其成，專注整合自家服務即可。另外AAPL冇意買NVDA晶片，一來之前兩間公司有過節，二來AAPL似想走全ASIC路線。
我覺得AAPL唔太需要train自家model ，大可以坐享其成，專注整合自家服務即可。另外AAPL冇意買NVDA晶片，一來之前兩間公司有過節，二來AAPL似想走全ASIC路線。
大佬點睇RIVN?
冇特別cover，唔考慮買
Apple 唔需要投入大量資金去訓練自家模型，而係可以利用其他AI新創訓練嘅模型。對於尋求變現嘅AI初創企業嚟講，最直接嘅方法就係利用Apple龐大設備數量，Apple仲可以收多筆「蘋果稅」，類似於Google 每年課金Apple 係iPhone用Google search一樣。唔計NVIDIA，Apple 或成AI浪潮最大贏家。
Apple announced a new partnership with OpenAI to enable Siri to interact with ChatGPT 4.0. ChatGPT will be available without an account on iOS 18, iPadOS 18, and macOS Sequoia for free later this year, while premium ChatGPT subscribers can link their accounts to enable advanced features. Users can ask Siri a question and Siri will ask the user for permission to send the document or image to ChatGPT if Siri determines it is necessary to send. User-specific data is not stored on Apple servers. Agreements with other LLM providers will be announced later. Questions remain on the monetization model, but we expect Apple to get paid for providing access to its large installed base.
之前做過sell side，之後係hedge fund做
研究員姐，邊做邊學
Morgan Stanley analyst Adam Jonas 同Tesla automotive management teams會議後認為TSLA想生產自家手機: the car is an extension of the phone and the phone is an extension of the car as the lines between car and phone are truly blurring. Elon又有新搞作
張圖
張圖
any thoughts?
seems like to use the advantages of starlink to realize it?
seems like to use the advantages of starlink to realize it?
I think this picture is hilarious.
