Jin10 Data reported on September 1 that GF Securities stated it maintains its previous key judgment that the market has established a "bull run mentality" and that once a trend is formed, it is difficult to reverse in the short term. For investors who already hold the main technology line in this bull run, participating in the "high-low switch" is not strongly necessary at the current level of valuation differentiation, and it is recommended to continue to stick to the technology main line. For new incremental funds flowing into the market now and investors with limited holdings in the main zones, choosing "low position call options" could also be a viable approach. Besides the TMT zone, there are also growth directions such as the auto parts/ Bots which have recently lagged, consumer electronics, AI applications, and also include cyclical large consumption (snack foods, home appliances, retail supermarkets, etc.) and cyclical resources (chemicals, etc.). #Gate重磅上线GUSD# #ETH走势分析# #Solana财库公司崛起#.

The competition week for BTC has changed to once every two weeks. Additionally, the MTT Million Challenge has been added, allowing everyone to experience different formats and rewards to challenge. (MTT can be exchanged for USDT). In addition, from July 7 to July 11, there will be a qualifying tournament for buying 100 MTT. After qualifying, you can compete for 5 invitations worth 1,500U each for TMT. Friends who want to challenge or experience should not miss out.

If Ethereum were to be considered a publicly listed company in the general TMT sector, Ethereum and its ecosystem are currently undergoing a transformative period of "turning the predicament around." Since the beginning of April, I have maintained a bullish outlook on #ETH and its ecosystem, although I am particularly disgusted by the foolish actions of the Ethereum Foundation and related organizations in the past and present. As of now, #Solana is experiencing a bubble burst period, with ecosystem projects acting as "vampires" that extract the last liquidity from the Crypto native. In the past ten months, those who are bullish on Solana, if they are still bullish or stubborn, can only say that they are making the mistake of "empiricism". $BTC $ETH $SOL #meme #RWA #PayFi

#BTC# Author: Pedro Solimano, DL News; Translated by: Felix, It all started with MicroStrategy. Nowadays, it seems that a new publicly traded company announces the accumulation of Bitcoin or other cryptocurrencies every week. But there is a problem here: investors are willing to give these companies a high valuation premium simply because they purchase Bitcoin. What will happen if their stocks do not rise as a result? Taking Japan's Metaplanet Company as an example, it replicated Michael Saylor's Bitcoin frenzy at MicroStrategy. 10xResearch indicates that its stock price is calculated based on the trading price of Bitcoin at $596,154. This is five times the current price of Bitcoin at approximately $106,000. Before the company fully invested in Bitcoin, Metaplanet was an economy hotel operator, which later transformed into a blockchain infrastructure provider. With the company's rebranding and transformation into a Bitcoin reserve company, these businesses have been put on hold. 10xResearch wrote in a report on May 27: "Is it time to short? The signals we are seeing now are very similar to past turning points." One of many companies In fact, Metaplanet is one of the many companies following in the footsteps of Saylro, which has now been renamed Strategy. On May 27, Trump Media & Technology Group (TMT) announced plans to raise $2.5 billion to purchase Bitcoin. This week, the video game retailer GameStop, which has gained fame as a "meme stock," purchased 4,710 bitcoins, worth approximately $513 million (based on current prices). The stock prices of both companies have fallen. These new Bitcoin reserve companies have adopted a relatively simple strategy: they raise funds by issuing convertible bonds and then use the money to purchase a large amount of Bitcoin. Why have so many people suddenly emerged to imitate Saylor? In short, it has had a significant effect on companies. Since the implementation of the Bitcoin purchase plan in August 2020, the stock price of Strategy has increased tenfold. The company holds over 576,000 Bitcoins, worth approximately $63 billion. Proceed with caution But skeptics argue that there are ample reasons to exercise caution. First of all, the idea that hoarding Bitcoin or any other cryptocurrency on the company's balance sheet is a surefire way to make money is simply absurd. Renowned macro analyst Noelle Acheson stated that those who emulate Saylor firmly believe that this strategy is risk-free, which is concerning. "Especially those who entered the market when Bitcoin prices were high." When Strategy first purchased Bitcoin, the trading price was around $11,000, which is only about one-tenth of the current $107,000. As this strategy becomes increasingly popular, analysts and seasoned investors may focus their attention on a specific indicator to eliminate noise—namely, Net Asset Value (NAV). NAV refers to the book value of the assets held by the company. When there is a mismatch in NAV, it means that the company's stock price does not align with the actual value of its held assets. 以 Metaplanet 为例。 The company holds approximately 7800 Bitcoins worth about 830 million dollars. However, the company's market value is 5.6 billion dollars, which means each Bitcoin is valued at 596,154 dollars. In other words, the price that investors pay for indirect investment in Bitcoin is five times the price of Bitcoin itself. 10xResearch analysts stated, "A dangerous NAV distortion is quietly forming." "We should restrain our enthusiasm for such hype." — Noelle Acheson This means that the stock price of Metaplanet (which has risen 233% this month) could reverse its trend at any time. But don't forget about Strategy. Its frequent premiums may benefit shareholders, but they are also concerning. According to Strategy Tracker data, in 2020, investors valued Strategy stock at more than six times its Bitcoin value, which was over three times its value last year. Hedge fund experts like legendary short-seller Jim Chanos have been shorting strategies by taking advantage of NAV mismatches and buying more Bitcoin. Insider Selling At the same time, cryptocurrency reserve strategies are gaining significant momentum. Just this week, Trump's social media company's parent company, Trump Media & Technology Group (TMT), plans to raise $2.5 billion to invest in Bitcoin. However, after disclosing the plan, its stock price plummeted by 11%. Why? Some people may worry that insiders will sell their shares. The company stated that future stock sales may include shares from some insiders, such as those held by the trust controlled by its son, Donald Trump Jr., which owns 57% of the company. At the same time, many companies that imitate Saylor (some of which are not even cryptocurrency companies) have their valuations entirely dependent on the amount of Bitcoin they hold. Semler Scientific manufactures medical equipment. After purchasing 581 bitcoins, its stock price soared by 30%. Strive Asset Management, founded by former presidential candidate Vivek Ramaswamy, has stated that it has raised $750 million for the purchase of Bitcoin, with another $750 million in preparation. Tech company ASST announced its merger with Strive Asset Management, transforming into a Bitcoin reserve company, and its stock price subsequently rose by 194%. A new startup called Twenty One, led by Bitcoin evangelist Jack Mallers and supported by Tether, SoftBank, and Cantor Fitzgerald, has the sole purpose of absorbing as much Bitcoin as possible. Since its establishment at the end of April, the holding company named Cantor Equity Partners has seen its stock price rise by over 300%. The company has listed 76 risks related to its business model, many of which are not common. Nakamoto Inc, led by David Bailey, merged with a healthcare company to raise $700 million to acquire Bitcoin. Today, macro analyst Noelle Acheson stated that it is reasonable for companies to incorporate Bitcoin into their asset reserves. However, a large number of companies use Bitcoin as the sole reason for their existence, which indeed raises warnings about certain excessive speculation. The biggest risk faced by all these enterprises is macroeconomic risk. And during the Trump era, this was a huge factor. Even Michael Saylor cannot escape the influence of geopolitics. Tariffs, soaring inflation, and the Federal Reserve's uncertain interest rate policies are causing market unease. Treasury yields remain high, which is particularly concerning as it suggests that investors' confidence in the dollar as a safe-haven asset may be waning. This is unfavorable for risk-oriented assets such as stocks and cryptocurrencies. All of this means that Saylor's billions of dollars in Bitcoin purchases, which used to boost this top cryptocurrency, can no longer have such an effect. If the stock prices of companies like Strategy or Metaplanet continue to rise, other followers may continue to emerge. This could further weaken the impact of such Bitcoin purchasing behavior. Acheson wrote: "We should restrain our enthusiasm for such gimmicks." "Innovative financial engineering always initially appears as an alluring new tool that can generate returns, but with the saturation of interest and risk, it inevitably becomes fragile."

Ethereum treasury firm’s shares skyrocket 2,700% in four days Ethereum’s first treasury company is paying dividends — big time. Shares in SharpLink Gaming, an online casino company that raised a $435 million Ethereum treasury this week, have skyrocketed 2,700% this week. And its market capitalisation is up 11-fold. Not bad for an outfit with five full-time employees. The performance is sure to burnish Joe Lubin’s credentials as an Ethereum Treasury tactician. The CEO of Consensys led the fundraising deal that drove the treasury move, plus he just joined SharpLink as chairman. The deal marks the first time an Ethereum stalwart has followed Michael Salor’s footsteps at MicroStrategy, now called Strategy. Potential shift For years, Ethereum has played second fiddle to Bitcoin when it came to narratives around institutional adoption. But this deal — and its eye-opening market reaction — could signal a shift. One especially prescient as several new Bitcoin treasury companies that launched this week suffered a drop in their stock prices. On May 27, Trump Media & Technology, or TMT, announced it was raising $2.5 billion to finance Bitcoin purchases. The firm’s stock dropped 11%. One day later, video game retailer and beloved meme stock GameStop said it bought 4,710 Bitcoin. Shares dropped 9%. Alternative treasuries Both are part of an “alarming” trend of companies following Michael Saylor’s footsteps, according to macro analyst Noelle Acheson. Risks abound for firms that decide to mimic Strategy. Moreover, if new Bitcoin treasury companies don’t see the success of Strategy — its stock is up 10-fold since it began its Bitcoin buying spree in 2020 — they could potentially start looking at other cryptocurrencies to beef up their balance sheets. For instance, Saudi-backed VivoPower made a $121 million XRP treasury bet this week. But its investors enjoyed a short-lived 28% gain in their holdings. SharpLink is bucking the trend, so far.

Ethereum treasury firm’s shares skyrocket 2,700% in four days Ethereum’s first treasury company is paying dividends — big time. Shares in SharpLink Gaming, an online casino company that raised a $435 million Ethereum treasury this week, have skyrocketed 2,700% this week. And its market capitalisation is up 11-fold. Not bad for an outfit with five full-time employees. The performance is sure to burnish Joe Lubin’s credentials as an Ethereum Treasury tactician. The CEO of Consensys led the fundraising deal that drove the treasury move, plus he just joined SharpLink as chairman. The deal marks the first time an Ethereum stalwart has followed Michael Salor’s footsteps at MicroStrategy, now called Strategy. Potential shift For years, Ethereum has played second fiddle to Bitcoin when it came to narratives around institutional adoption. But this deal — and its eye-opening market reaction — could signal a shift. One especially prescient as several new Bitcoin treasury companies that launched this week suffered a drop in their stock prices. On May 27, Trump Media & Technology, or TMT, announced it was raising $2.5 billion to finance Bitcoin purchases. The firm’s stock dropped 11%. One day later, video game retailer and beloved meme stock GameStop said it bought 4,710 Bitcoin. Shares dropped 9%. Alternative treasuries Both are part of an “alarming” trend of companies following Michael Saylor’s footsteps, according to macro analyst Noelle Acheson. Risks abound for firms that decide to mimic Strategy. Moreover, if new Bitcoin treasury companies don’t see the success of Strategy — its stock is up 10-fold since it began its Bitcoin buying spree in 2020 — they could potentially start looking at other cryptocurrencies to beef up their balance sheets. For instance, Saudi-backed VivoPower made a $121 million XRP treasury bet this week. But its investors enjoyed a short-lived 28% gain in their holdings. SharpLink is bucking the trend, so far.

Ethereum treasury firm’s shares skyrocket 2,700% in four days Ethereum’s first treasury company is paying dividends — big time. Shares in SharpLink Gaming, an online casino company that raised a $435 million Ethereum treasury this week, have skyrocketed 2,700% this week. And its market capitalisation is up 11-fold. Not bad for an outfit with five full-time employees. The performance is sure to burnish Joe Lubin’s credentials as an Ethereum Treasury tactician. The CEO of Consensys led the fundraising deal that drove the treasury move, plus he just joined SharpLink as chairman. The deal marks the first time an Ethereum stalwart has followed Michael Salor’s footsteps at MicroStrategy, now called Strategy. Potential shift For years, Ethereum has played second fiddle to Bitcoin when it came to narratives around institutional adoption. But this deal — and its eye-opening market reaction — could signal a shift. One especially prescient as several new Bitcoin treasury companies that launched this week suffered a drop in their stock prices. On May 27, Trump Media & Technology, or TMT, announced it was raising $2.5 billion to finance Bitcoin purchases. The firm’s stock dropped 11%. One day later, video game retailer and beloved meme stock GameStop said it bought 4,710 Bitcoin. Shares dropped 9%. Alternative treasuries Both are part of an “alarming” trend of companies following Michael Saylor’s footsteps, according to macro analyst Noelle Acheson. Risks abound for firms that decide to mimic Strategy. Moreover, if new Bitcoin treasury companies don’t see the success of Strategy — its stock is up 10-fold since it began its Bitcoin buying spree in 2020 — they could potentially start looking at other cryptocurrencies to beef up their balance sheets. For instance, Saudi-backed VivoPower made a $121 million XRP treasury bet this week. But its investors enjoyed a short-lived 28% gain in their holdings. SharpLink is bucking the trend, so far.

Ethereum treasury firm’s shares skyrocket 2,700% in four days Ethereum’s first treasury company is paying dividends — big time. Shares in SharpLink Gaming, an online casino company that raised a $435 million Ethereum treasury this week, have skyrocketed 2,700% this week. And its market capitalisation is up 11-fold. Not bad for an outfit with five full-time employees. The performance is sure to burnish Joe Lubin’s credentials as an Ethereum Treasury tactician. The CEO of Consensys led the fundraising deal that drove the treasury move, plus he just joined SharpLink as chairman. The deal marks the first time an Ethereum stalwart has followed Michael Salor’s footsteps at MicroStrategy, now called Strategy. Potential shift For years, Ethereum has played second fiddle to Bitcoin when it came to narratives around institutional adoption. But this deal — and its eye-opening market reaction — could signal a shift. One especially prescient as several new Bitcoin treasury companies that launched this week suffered a drop in their stock prices. On May 27, Trump Media & Technology, or TMT, announced it was raising $2.5 billion to finance Bitcoin purchases. The firm’s stock dropped 11%. One day later, video game retailer and beloved meme stock GameStop said it bought 4,710 Bitcoin. Shares dropped 9%. Alternative treasuries Both are part of an “alarming” trend of companies following Michael Saylor’s footsteps, according to macro analyst Noelle Acheson. Risks abound for firms that decide to mimic Strategy. Moreover, if new Bitcoin treasury companies don’t see the success of Strategy — its stock is up 10-fold since it began its Bitcoin buying spree in 2020 — they could potentially start looking at other cryptocurrencies to beef up their balance sheets. For instance, Saudi-backed VivoPower made a $121 million XRP treasury bet this week. But its investors enjoyed a short-lived 28% gain in their holdings. SharpLink is bucking the trend, so far.

Ethereum treasury firm’s shares skyrocket 2,700% in four days Ethereum’s first treasury company is paying dividends — big time. Shares in SharpLink Gaming, an online casino company that raised a $435 million Ethereum treasury this week, have skyrocketed 2,700% this week. And its market capitalisation is up 11-fold. Not bad for an outfit with five full-time employees. The performance is sure to burnish Joe Lubin’s credentials as an Ethereum Treasury tactician. The CEO of Consensys led the fundraising deal that drove the treasury move, plus he just joined SharpLink as chairman. The deal marks the first time an Ethereum stalwart has followed Michael Salor’s footsteps at MicroStrategy, now called Strategy. Potential shift For years, Ethereum has played second fiddle to Bitcoin when it came to narratives around institutional adoption. But this deal — and its eye-opening market reaction — could signal a shift. One especially prescient as several new Bitcoin treasury companies that launched this week suffered a drop in their stock prices. On May 27, Trump Media & Technology, or TMT, announced it was raising $2.5 billion to finance Bitcoin purchases. The firm’s stock dropped 11%. One day later, video game retailer and beloved meme stock GameStop said it bought 4,710 Bitcoin. Shares dropped 9%. Alternative treasuries Both are part of an “alarming” trend of companies following Michael Saylor’s footsteps, according to macro analyst Noelle Acheson. Risks abound for firms that decide to mimic Strategy. Moreover, if new Bitcoin treasury companies don’t see the success of Strategy — its stock is up 10-fold since it began its Bitcoin buying spree in 2020 — they could potentially start looking at other cryptocurrencies to beef up their balance sheets. For instance, Saudi-backed VivoPower made a $121 million XRP treasury bet this week. But its investors enjoyed a short-lived 28% gain in their holdings. SharpLink is bucking the trend, so far.

I don't like the reporters in the industry. Whether it is entertainment, TMT, or finance. Today I finally understood what my master meant by: We were having a good time, but it all got messed up by people like you in the media. Underground values harmony. I like the atmosphere in the crypto community, where you are good, I am good, and everyone is good.

At noon, I saw the trading platform. 1. LO continues to flow in, spreading from TMT to consumption (Anta, Li-Ning, Haidilao, the most obvious characteristics of long-term funds increasing positions). 2. The correlation between Chinese TMT and American TMT has reached an all-time low (completely uncorrelated for the first time, Alibaba's morning rise made people stunned). On a certain foreign desk, the nominal trading volume in the Hong Kong/China market in the past week increased by 57% compared to the average level of the previous three weeks.

On March 6, according to The Block, CEX is restarting its Security Token issuance plan, hoping to launch Security Tokens in the U.S. market and introduce international encryption products. CEX CFO Alesia Haas stated at the Morgan Stanley TMT conference that the company plans to resume dialogue with the SEC's encryption task force to promote the listing of Security Tokens in the U.S. She recalled that as early as the 2020 S1 filing, CEX had attempted to list Security Tokens through issuance but was ultimately blocked. Haas emphasized that the current regulatory environment is leaning towards product innovation, and CEX may have the opportunity to introduce globally accepted encryption products to the U.S. market, promoting more asset tokenization and enhancing trading efficiency.

No market without technology stocks: $BTC=technology stock! Since the beginning of 2009, global technology stocks have risen by about 1,700%. In contrast, global stocks excluding the technology, media, and telecommunications (TMT) industry have only risen by about 300%. Since October 2022, tech stocks have more than doubled, while the rest of the stocks have only risen by 40%. The U.S. technology industry is one of the main beneficiaries of this trend. Since October 2022, the Nasdaq 100 index has officially risen by over +100%. This market needs large tech companies!

A shares, the largest knowledge payment platform. Fed, central bank, interest rate cut, interest rate hike, reserve requirement cut, balance sheet expansion, balance sheet contraction, CPI, PPI, social financing, non-farm data, unemployment rate, inflation, deflation, which one don't I know? Balance sheet, cash flow statement, income statement, goodwill, inventory, current assets, current liabilities, provision, amortization, accounting standards, audit, unqualified opinion, which one of these do I not study? Kangbo cycle, Kitchin cycle, Juglar cycle, pig cycle, which one is not studied? Japanese candlestick chart, Elliott wave, trend analysis, Ichimoku Cloud, volume-price-time, MACD, KDJ, on-balance volume, golden cross, death cross, first buy signal, second buy signal, top formation, bottom formation, head and shoulders pattern, double bottom Bottom, shake out the plate, breakthrough and add positions, which technical school haven't I studied? Emotional cycle, ebb tide, cognition, limit down, halfway, bottom fishing, one in two, two in three, long and short list, hot money, seat, theme, concept, leader, black room, consecutive board ladder, which emotional flow haven't I learned or seen? Russian-Ukrainian war, Abe assassination, Macron visits China, Saudi reduction Chan, Biden's speech, Powell's remarks, trade war, Belt and Road, sanctions list, entity list, US stock market crash, French stock market surge, silicon silver crash, Credit Suisse crash, international situation, which one is not closely following? Semiconductors, lithography machines, etching machines, photoresist, FPGA, chiplet, wafers, ion implantation, thin film deposition, power semiconductors. Which industry chain is not clear? Sensor, SRAM, DRAM, SSD, NAND flash, NOR flash, CMOS. Integrated die casting, lithium extraction from salt lake, lithium extraction from spodumene, lithium extraction from calcium titanium ore battery, hij battery, aigc, Xinchuang, industrial internet of things, tmt, industrial mother chicken, topcon, when and where are we not at the forefront of world technology? Sauce-flavored, mellow, and fragrant, baijiu, beer, erguotou, soy sauce, refrigerator, washing machine, dentistry, ophthalmology, gynecology, sales, channels, inventory, which one is not clear about clothing, food, housing, and transportation? Which futures prices don't track futures, options, leverage, forced liquidation, delivery, crude oil, gold, glass, soybeans, iron ore? Watch US stocks at night, Hong Kong stocks during the day, trade coins on weekends, occasionally observe Indian stocks, British stocks, and Vietnamese stocks, pay close attention to crude oil futures when trading oil, keep an eye on glass futures when trading glass, closely monitor lithium carbonate prices when trading lithium ore, pay close attention to the pig cycle and pig prices, and always keep track of global commodity prices in our hearts. Zhang Kun, Ge Lan, Cai Song Song, Jiang En, Elliott, Livermore, Buffett, Soros, Xu Xiang, dropping out of school to speculate in stocks, Zhao Laoge, Beijing speculator, which one of them are we unfamiliar with?

Moongate is an attention asset protocol that bridges brands and consumers through programmable smart tokens. Brands create campaigns using the Utility Layer, engaging users in real-world interactions, while the Data Layer captures and monetizes engagement data on-chain. Users earn rewards through $MGT emissions, and brands gain actionable insights while fostering direct, impactful engagement. Jon is the co-founder and CEO at Moongate. A two-time serial entrepreneur and former private equity investor, he began his career at Manulife Capital, helping deploy US$1 billion in consumer and TMT investments. He founded GogoEat, a consumer tech venture that optimized capacity for F&B businesses and reduced costs for consumers; it was later acquired by a strategic partner. 3,800+ active brands / creators, including Token2049, Siam Piwat, Wonderfruit, ComplexCon, Sony. 20M+ impressions generated across 4,500+ smart token campaigns, 1.8M+ total users, 500k+ MAUs. Backed by CMCC Global, Token Bay Capital, Newman Capital, Matterblock, Penrose Ventures, Coingecko, Cogitent Ventures, GBV Capital. $MGT serves multiple purposes in the Moongate eco_. Users can stake it for rewards, discounts, and increased token launchpad allocations or use it to upgrade MoonPass for better mining output. It’s also used to buy attention assets, participate in governance by adding liquidity, and access premium creator tools. Lastly, $MGT is the currency for transactions in the Moongate Marketplace. Moongate protocol consists of four key modules: Moongate Campaign, a no-code engine to issue smart tokens with real-world use cases _i.e. NFT tickets, memberships, phygital collectibles__ MoonPass, a decentralized ID with rarity stamp and reputation score that accumulates rewards_ Moongate Rewards, a marketplace for consumers to selectively and securely share data to brands for rewards_ and MoonPad, a brand/memecoin token launchpad. https://www.gate.io/trade/MGT_USDT https://www.gate.io/announcements/article/41025 https://www.gate.io/announcements/article/40330 #GateOpinionQuest# #MGT#

Appreciate Timpers for this custom Chimp! Chimpers are an OG NFT collection from 2021 with thoughtful storytelling & previous partnerships with Paramount and TMT Gordon included Chimpers in his spending spree earlier this year and the project was canonized in a Beeple Everyday

#GT# Due to low market liquidity, Gate.io has delisted the following tokens: PLY, PPS, EDR, BBK, TMT, ATMI, UPP, NBAI, EON, MEETONE, IQ3, ADD, LST, HUR, TFD, SHIP, and INSTAR, as well as trading pairs with USDT and BTC.

On July 23, 2024, the TokBit short play conference was grandly held in Hangzhou, China. On July 23, 2024, the TokBit short drama conference was grandly held in Hangzhou, China, gathering hundreds of industry leaders, innovators, media, and partners from around the world to discuss and witness the future trends of the new media industry. With the theme of "Insight into Trends, Grasping the Future", the forum delved into the emerging power of web short dramas in the new media field, and how to lead cultural trends globally, promote content innovation, and industry development. Participants shared the cutting-edge dynamics of the short drama industry and discussed how technological innovation can assist in content creation and copyright protection. As a highlight of this forum, TMT TokBit officially launched TOKBIT TA IDO, an innovative Blockchain technology platform aimed at providing secure, transparent, and efficient copyright management and transaction services for web short dramas and new media content, and building a limitless entertainment ecosystem through technological innovation.

Take a look at it, I'm doing ETH BTC and hopping, saving the investigation of the research and the juxta! 聊聊选币的投资机构背书哈,以及有哪些知名机构。 对于刚入局的白、sucker们,由刚进币圈,对币圈不甚了解,再加上币圈处于Bull Market,无论是主流币,还是(传)CX(消)币、short气币、垃圾币、inexplicable 币 are all in Shangpu, and some short are violent under the control of the dealer and market maker. Therefore, before I cast my job, I must analyze. 分析可以从以下角度切入,例如项目本身的必要性、白皮书、团队构成、技术必要性、实现可能性、代币必要性和目的、投资机构背书、社(SQ)(趣)建设、履约能力。 现在新上线的项目都很注重投资机构背书,先说说币圈有那些大佬级的投资机构。 I believe that very long people cast Zhao 项目,都会看项目有没有大粡有大組机构 joined,Today主要给都总结下币圈 well-known 投资机构Ha 1. The book is a book 投资了几百个项目,Very long listed companies are all 获得过 Casting. 2. ZhenFund The founder of Zhen Fund is Xu Xiaoping, a big man in the circle. He is also the founder of the new 东方. 专注于TMT行业,包括物联网、移动互联、游戏、企业软件、020、电子商务及教育培训等领域的种子期投资。 3. Hard work INBlockchain is made by Li Xiaoqi and Lao Qiu, Li Xiao 来在币圈的知名度绝不亚于中本聪. INB 联合创始人易理华 投资的区块链项目超过30家,整体回报超过十倍。 4. Distributed type The three partners of the distributed Zhaoben are all Daishinji people thing. Including Xiao Wei, vice chairman of Zhongqiao Xiang Ethereum founder Vitalik Buterin, and Shen Bo, the founder of Bit shares 分布式资本是中国首家专注于投资区块链技 术相关企业的风险投资企业。 分布式资本 From 5,000 US dollars to the holdings, the back is large The gold lord, therefore, is a big deal. 5. k Party Funds The founder of the k Fund is the Overseas Commander of the Fund Tsuki. 该基金专门投资区块链项目的angel轮等 Early casting. 6. Dan Zhao Ben 丹华资本专注于投资美国最颠覆性和影响 Force's scientific and technological achievements and business innovation. 我们寻求拥有创 新性技术或商业模式、优秀的团队和广阔的 市场short间的high-tech 创业公司。 7. DFUND Fund DFUNDfund 由数字货币领域知名人士赵东 于2017年7月创立,专注数字货币领域的投 Zhao. The daimyo of Zhao Dong in the circle of Zhao is not in Li Xiaoxiao. Him He is also the founder of Mo Tianxuan, and he was once compared 特币的场外交易,而且是矿机的最大供应 Quotient. 8.FBG The founder of FBG was Zhou Gangji, who was the first to receive it 触区块链的人,也是中国早期的先驱实践 者,中国数字货币SQ 的意见领sleeve,是一系 列区块链企业和项目的早期投资人。 FBG目前也是中国最大的encryption数字货币对冲 One of the funds and the Gluttony Investment Fund. 9. 连接资本 连接资本的创初人 is Lin Jialu. 专注于与区块 链、数字货币和互联网金融服务投资和项目 Cooperation. 目前投资了超过35个的优质项目,主 要布局在底层的圈内协议,通过广告解决信 用问题,游戏的Decentralization等等。 10. Shōmoto 由世界知名机构投资人、极客、能源方共同组建,投资人工智慧智能、数字资产和区块链、网络安全。 11. 节点资本 It was originally made by Du Jun, the founder of the golden squirrel. 他们专注于区块链行业的风险投资,旨在通过项目投资和合作的方式,连接区块链产业生态上的节点,整合行业资源,构建产业生态圈,推动区块链产业健康稳定的发展。 团队成员具有成功的区块链创业经验和丰富的行业资源,是一家研究驱动型的区块链专业投资机构。 12.PreAngle PreAngle was killed by the famous angel caster Wang Lijie It has established 6 funds to manage 6 people 民币,所有项目主要分所Sino-American 两地,覆盖 移动互联网、智能hardware 件、医疗健康、共享经 济 Financial protection 险、垂直电商消费升级, 女消费, 体育文化 and other angel 阶段的初创帚,目前最投资了300 long家国和美国各个领域的科技公司。 13. Slugs Fund The Slugs Fund was established by the famous and well-known angel caster Xue Zhaozi. Xue Jiaozi does not need to long the media, he is the second generation of Xuan. At present, Uncle Xue is in Japan and Tai Yi B&B, and accepts the payment of the characters. 14.Hyperchain Capital HyperchainCapital号称是世界第一只专 注于区块链技术、爱西欧 投资的对冲基 Kim. 15. Bitangel Fund The Bitangel Fund is headed by Guo Hongcai, a well-known figure in the circle Li, commonly known as "宝二爷". He was born in Shanxi, and Zeng Yi was only a servant of bull meat. 16. Australopithecus Blockchain ventures, Australia It is the character of the circle, the respect, and the fire Starman.

Today 聊聊选币的投资机构背书哈,以及有哪些知名机构。 (资料整理不易,转载请标注现货为王原创) 对于刚入局的白、sucker们,由刚进币圈,对币圈不甚了解,再加上币圈处于Bull Market,无论是主流币,还是(boat)CX(消)币、short气币、garbage 币,inexplicable 币 are all in Shangpu, and some short 渁币 are violent under the control of the dealer and market maker. Therefore, before I cast my job, I must analyze. 分析可以从以下角度切入,例如项目本身的必要性、白皮书、团队构成、技术必要性、实现可能性、代币必要性和目的、投资机构背书、社(SQ)(趣)建设、履约能力。 现在新上线的项目都很注重投资机构背书,先说说币圈有那些大佬级的投资机构。 I believe that very long people cast Zhao 项目,都会看项目有没有大粡有大組机构 joined,Today主要给都总结下币圈 well-known 投资机构Ha 1. The book is a book 投资了几百个项目,Very long listed companies are all 获得过 Casting. 2. ZhenFund The founder of Zhen Fund is Xu Xiaoping, a big man in the circle. He is also the founder of the new 东方. 专注于TMT行业,包括物联网、移动互联、游戏、企业软件、020、电子商务及教育培训等领域的种子期投资。 3. Hard work INBlockchain is made by Li Xiaoqi and Lao Qiu, Li Xiao 来在币圈的知名度绝不亚于中本聪. INB 联合创始人易理华 投资的区块链项目超过30家,整体回报超过十倍。 4. Distributed type The three partners of the distributed Zhaoben are all Daishinji people thing. Including Xiao Wei, vice chairman of Zhongqiao Xiang Ethereum founder Vitalik Buterin, and Shen Bo, the founder of Bit shares 分布式资本是中国首家专注于投资区块链技 术相关企业的风险投资企业。 分布式资本 From 5,000 US dollars to the holdings, the back is large The gold lord, therefore, is a big deal. 5. k Party Funds The founder of the k Fund is the Overseas Commander of the Fund Tsuki. 该基金专门投资区块链项目的angel轮等 Early casting. 6. Dan Zhao Ben 丹华资本专注于投资美国最颠覆性和影响 Force's scientific and technological achievements and business innovation. 我们寻求拥有创 新性技术或商业模式、优秀的团队和广阔的 市场short间的high-tech 创业公司。 7. DFUND Fund DFUNDfund 由数字货币领域知名人士赵东 于2017年7月创立,专注数字货币领域的投 Zhao. The daimyo of Zhao Dong in the circle of Zhao is not in Li Xiaoxiao. Him He is also the founder of Mo Tianxuan, and he was once compared 特币的场外交易,而且是矿机的最大供应 Quotient. 8.FBG The founder of FBG was Zhou Gangji, who was the first to receive it 触区块链的人,也是中国早期的先驱实践 者,中国数字货币SQ 的意见领sleeve,是一系 列区块链企业和项目的早期投资人。 FBG目前也是中国最大的encryption数字货币对冲 One of the funds and the Gluttony Investment Fund. 9. 连接资本 连接资本的创初人 is Lin Jialu. 专注于与区块 链、数字货币和互联网金融服务投资和项目 Cooperation. 目前投资了超过35个的优质项目,主 要布局在底层的圈内协议,通过广告解决信 用问题,游戏的Decentralization等等。 10. Shōmoto 由世界知名机构投资人、极客、能源方共同组建,投资人工智慧智能、数字资产和区块链、网络安全。 11. 节点资本 It was originally made by Du Jun, the founder of the golden squirrel. 他们专注于区块链行业的风险投资,旨在通过项目投资和合作的方式,连接区块链产业生态上的节点,整合行业资源,构建产业生态圈,推动区块链产业健康稳定的发展。 团队成员具有成功的区块链创业经验和丰富的行业资源,是一家研究驱动型的区块链专业投资机构。 12.PreAngle PreAngle was killed by the famous angel caster Wang Lijie It has established 6 funds to manage 6 people 民币,所有项目主要分所Sino-American 两地,覆盖 移动互联网、智能hardware 件、医疗健康、共享经 济 Financial protection 险、垂直电商消费升级, 女消费, 体育文化 and other angel 阶段的初创帚,目前最投资了300 long家国和美国各个领域的科技公司。 13. Slugs Fund The Slugs Fund was established by the famous and well-known angel caster Xue Zhaozi. Xue Jiaozi does not need to long the media, he is the second generation of Xuan. At present, Uncle Xue is in Japan and Tai Yi B&B, and accepts the payment of the characters. 14.Hyperchain Capital HyperchainCapital号称是世界第一只专 注于区块链技术、爱西欧 投资的对冲基 Kim. 15. Bitangel Fund The Bitangel Fund is headed by Guo Hongcai, a well-known figure in the circle Li, commonly known as "宝二爷". He was born in Shanxi People, Zeng Yi is just a bull of flesh. 16. Australopithecus Blockchain ventures, Australia It is the character of the circle, the respect, and the fire Starman.

Today 聊聊选币的投资机构背书哈,以及有哪些知名机构。 (转载自现货为王原创) 对于刚入局的白、sucker们,由刚进币圈,对币圈不甚了解,再加上币圈处于Bull Market,无论是主流币,还是(boat)CX(消)币、short气币、garbage 币,inexplicable 币 are all in Shangpu, and some short 渁币 are violent under the control of the dealer and market maker. Therefore, before I cast my job, I must analyze. 分析可以从以下角度切入,例如项目本身的必要性、白皮书、团队构成、技术必要性、实现可能性、代币必要性和目的、投资机构背书、社(SQ)(趣)建设、履约能力。 现在新上线的项目都很注重投资机构背书,先说说币圈有那些大佬级的投资机构。 I believe that very long people cast Zhao 项目,都会看项目有没有大粡有大組机构 joined,Today主要给都总结下币圈 well-known 投资机构Ha 1. The book is a book 投资了几百个项目,Very long listed companies are all 获得过 Casting. 2. ZhenFund The founder of Zhen Fund is Xu Xiaoping, a big man in the circle. He is also the founder of the new 东方. 专注于TMT行业,包括物联网、移动互联、游戏、企业软件、020、电子商务及教育培训等领域的种子期投资。 3. Hard work INBlockchain is made by Li Xiaoqi and Lao Qiu, Li Xiao 来在币圈的知名度绝不亚于中本聪. INB 联合创始人易理华 投资的区块链项目超过30家,整体回报超过十倍。 4. Distributed type The three partners of the distributed Zhaoben are all Daishinji people thing. Including Xiao Wei, vice chairman of Zhongqiao Xiang Ethereum founder Vitalik Buterin, and Shen Bo, the founder of Bit shares 分布式资本是中国首家专注于投资区块链技 术相关企业的风险投资企业。 分布式资本 From 5,000 US dollars to the holdings, the back is large The gold lord, therefore, is a big deal. 5. k Party Funds The founder of the k Fund is the Overseas Commander of the Fund Tsuki. 该基金专门投资区块链项目的angel轮等 Early casting. 6. Dan Zhao Ben 丹华资本专注于投资美国最颠覆性和影响 Force's scientific and technological achievements and business innovation. 我们寻求拥有创 新性技术或商业模式、优秀的团队和广阔的 市场short间的high-tech 创业公司。 7. DFUND Fund DFUNDfund 由数字货币领域知名人士赵东 于2017年7月创立,专注数字货币领域的投 Zhao. The daimyo of Zhao Dong in the circle of Zhao is not in Li Xiaoxiao. Him He is also the founder of Mo Tianxuan, and he was once compared 特币的场外交易,而且是矿机的最大供应 Quotient. 8.FBG The founder of FBG was Zhou Gangji, who was the first to receive it 触区块链的人,也是中国早期的先驱实践 者,中国数字货币SQ 的意见领sleeve,是一系 列区块链企业和项目的早期投资人。 FBG目前也是中国最大的encryption数字货币对冲 One of the funds and the Gluttony Investment Fund. 9. 连接资本 连接资本的创初人 is Lin Jialu. 专注于与区块 链、数字货币和互联网金融服务投资和项目 Cooperation. 目前投资了超过35个的优质项目,主 要布局在底层的圈内协议,通过广告解决信 用问题,游戏的Decentralization等等。 10. Shōmoto 由世界知名机构投资人、极客、能源方共同组建,投资人工智慧智能、数字资产和区块链、网络安全。 11. 节点资本 It was originally made by Du Jun, the founder of the golden squirrel. 他们专注于区块链行业的风险投资,旨在通过项目投资和合作的方式,连接区块链产业生态上的节点,整合行业资源,构建产业生态圈,推动区块链产业健康稳定的发展。 团队成员具有成功的区块链创业经验和丰富的行业资源,是一家研究驱动型的区块链专业投资机构。 12.PreAngle PreAngle was killed by the famous angel caster Wang Lijie It has established 6 funds to manage 6 people 民币,所有项目主要分所Sino-American 两地,覆盖 移动互联网、智能hardware 件、医疗健康、共享经 济 Financial protection 险、垂直电商消费升级, 女消费, 体育文化 and other angel 阶段的初创帚,目前最投资了300 long家国和美国各个领域的科技公司。 13. Slugs Fund The Slugs Fund was established by the famous and well-known angel caster Xue Zhaozi. Xue Jiaozi does not need to long the media, he is the second generation of Xuan. At present, Uncle Xue is in Japan and Tai Yi B&B, and accepts the payment of the characters. 14.Hyperchain Capital HyperchainCapital号称是世界第一只专 注于区块链技术、爱西欧 投资的对冲基 Kim. 15. Bitangel Fund The Bitangel Fund is headed by Guo Hongcai, a well-known figure in the circle Li, commonly known as "宝二爷". He was born in Shanxi People, Zeng Yi is just a bull of flesh. 16. Australopithecus Blockchain ventures, Australia It is the character of the circle, the respect, and the fire Starman.

Today 聊聊选币的投资机构背书哈,以及有哪些知名机构。 (资料整理不易,转载请标注现货为王原创) 对于刚入局的白、sucker们,由刚进币圈,对币圈不甚了解,再加上币圈处于Bull Market,无论是主流币,还是(boat)CX(消)币、short气币、garbage 币,inexplicable 币 are all in Shangpu, and some short 渁币 are violent under the control of the dealer and market maker. Therefore, before I cast my job, I must analyze. 分析可以从以下角度切入,例如项目本身的必要性、白皮书、团队构成、技术必要性、实现可能性、代币必要性和目的、投资机构背书、社(SQ)(趣)建设、履约能力。 现在新上线的项目都很注重投资机构背书,先说说币圈有那些大佬级的投资机构。 I believe that very long people cast Zhao 项目,都会看项目有没有大粡有大組机构 joined,Today主要给都总结下币圈 well-known 投资机构Ha 1. The book is a book 投资了几百个项目,Very long listed companies are all 获得过 Casting. 2. ZhenFund The founder of Zhen Fund is Xu Xiaoping, a big man in the circle. He is also the founder of the new 东方. 专注于TMT行业,包括物联网、移动互联、游戏、企业软件、020、电子商务及教育培训等领域的种子期投资。 3. Hard work INBlockchain is made by Li Xiaoqi and Lao Qiu, Li Xiao 来在币圈的知名度绝不亚于中本聪. INB 联合创始人易理华 投资的区块链项目超过30家,整体回报超过十倍。 4. Distributed type The three partners of the distributed Zhaoben are all Daishinji people thing. Including Xiao Wei, vice chairman of Zhongqiao Xiang Ethereum founder Vitalik Buterin, and Shen Bo, the founder of Bit shares 分布式资本是中国首家专注于投资区块链技 术相关企业的风险投资企业。 分布式资本 From 5,000 US dollars to the holdings, the back is large The gold lord, therefore, is a big deal. 5. k Party Funds The founder of the k Fund is the Overseas Commander of the Fund Tsuki. 该基金专门投资区块链项目的angel轮等 Early casting. 6. Dan Zhao Ben 丹华资本专注于投资美国最颠覆性和影响 Force's scientific and technological achievements and business innovation. 我们寻求拥有创 新性技术或商业模式、优秀的团队和广阔的 市场short间的high-tech 创业公司。 7. DFUND Fund DFUNDfund 由数字货币领域知名人士赵东 于2017年7月创立,专注数字货币领域的投 Zhao. The daimyo of Zhao Dong in the circle of Zhao is not in Li Xiaoxiao. Him He is also the founder of Mo Tianxuan, and he was once compared 特币的场外交易,而且是矿机的最大供应 Quotient. 8.FBG The founder of FBG was Zhou Gangji, who was the first to receive it 触区块链的人,也是中国早期的先驱实践 者,中国数字货币SQ 的意见领sleeve,是一系 列区块链企业和项目的早期投资人。 FBG目前也是中国最大的encryption数字货币对冲 One of the funds and the Gluttony Investment Fund. 9. 连接资本 连接资本的创初人 is Lin Jialu. 专注于与区块 链、数字货币和互联网金融服务投资和项目 Cooperation. 目前投资了超过35个的优质项目,主 要布局在底层的圈内协议,通过广告解决信 用问题,游戏的Decentralization等等。 10. Shōmoto 由世界知名机构投资人、极客、能源方共同组建,投资人工智慧智能、数字资产和区块链、网络安全。 11. 节点资本 It was originally made by Du Jun, the founder of the golden squirrel. 他们专注于区块链行业的风险投资,旨在通过项目投资和合作的方式,连接区块链产业生态上的节点,整合行业资源,构建产业生态圈,推动区块链产业健康稳定的发展。 团队成员具有成功的区块链创业经验和丰富的行业资源,是一家研究驱动型的区块链专业投资机构。 12.PreAngle PreAngle was killed by the famous angel caster Wang Lijie It has established 6 funds to manage 6 people 民币,所有项目主要分所Sino-American 两地,覆盖 移动互联网、智能hardware 件、医疗健康、共享经 济 Financial protection 险、垂直电商消费升级, 女消费, 体育文化 and other angel 阶段的初创帚,目前最投资了300 long家国和美国各个领域的科技公司。 13. Slugs Fund The Slugs Fund was established by the famous and well-known angel caster Xue Zhaozi. Xue Jiaozi does not need to long the media, he is the second generation of Xuan. At present, Uncle Xue is in Japan and Tai Yi B&B, and accepts the payment of the characters. 14.Hyperchain Capital HyperchainCapital号称是世界第一只专 注于区块链技术、爱西欧 投资的对冲基 Kim. 15. Bitangel Fund The Bitangel Fund is headed by Guo Hongcai, a well-known figure in the circle Li, commonly known as "宝二爷". He was born in Shanxi People, Zeng Yi is just a bull of flesh. 16. Australopithecus Blockchain ventures, Australia It is the character of the circle, the respect, and the fire Starman.

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According to the latest research to be released by Economist Impact and DP World at the World Economic Forum, business leaders remain generally optimistic about 2024, driven by the belief that technology will transform the efficiency and resilience of supply chains, according to global TMT. At the heart of this sentiment is the widespread use of AI, with 98% of executives already using AI to revolutionize at least one aspect of their supply chain operations. Companies are looking to further increase their adoption of technology this year.

Big tech companies are far outspending venture capital groups in generative AI startups in 2023, and these established giants are using their financial resources to dominate the highly sought-after space, according to Global TMT. The latest data shows that Microsoft, Valley and Amazon have struck a series of blockbuster deals that account for two-thirds of the $27 billion raised by emerging AI companies in 2023.

Because of the large intraday volatility in the afternoon, the trading volume was released, so it still exceeded one trillion yesterday. As long as the trading volume is stable at the trillion level, it doesn't matter whether the index rises or not. Again, liquidity is blood, and if there is liquidity, there will be trading opportunities. From the index point of view, the Shanghai Composite Index is still far from the 60-day line, but the total market capitalization is already very close to the 60-day line. According to past experience, if the total market capitalization is to break above the 60-day line upward, it often needs to lag behind the index performance of the total market capitalization. But for now, the science and technology innovation and ChiNext indices will still rise by inertia, after all, the elasticity is here. The village still has a caring attitude, including the guidance on financing and refinancing these days, and the investigation of the bug of reducing the stake in LONGi. But in fact, because of the caring attitude, there has been some nonsensical hype, such as counting dragons. Personally, I still think this is a little bit of a degree, and I haven't seen it before. At this time, I put up with it because I want to activate the market, but the list is still fixed there after many years. It's not anyone's ticket, it's just that 2050 is grinding, and it's also a trillion transactions, this kind of drinking to quench your thirst is almost, don't waste the kindness of the village. GPT went down again last night, although I haven't said the details of the reason until now, but there have been several product updates in the past, and there have been similar situations. If the number of visits is too large, it will inevitably bring pressure on computing power. As in the past, humans will feed as much computing power, electricity, and corpus as possible to AI, and even industrial power to embodied intelligence, until a new species is born. The situation in China is more complicated, even if NV is released in a castrated version, whether it is performance or trust, it is greatly reduced, and our computing power is ultimately autonomous. Although the 910B still has concerns about tape-out, the performance of the 910C based on the 910B will be further improved, and the production capacity will also be expanded. The large manufacturer is now adapting to the 910B in preparation for the large-scale application of the 910C in the future. Before the model and computing power cluster, it is necessary to run in multiple rounds, not plug-and-play. After two years, SMIC's production capacity will be released, and it is not impossible for large manufacturers to design GPUs by themselves, and design has never been a problem for us, but the problem is still in production capacity, especially 7nm production capacity, and 5nm production capacity that may be advanced to a specific process limit. Therefore, any AI problem in China will eventually be attributed to semiconductor autonomy and expansion. This is also the internal linkage from lithography machines to advanced packaging to the Ascend system recently. The car will enter the last round of new issuance at the end of the year, although the stocks have been speculated in advance, but it can still be sorted out. We old bunches know that. Tracking cars first starts with new energy, and then intelligently. In the new energy stage, the electrification of domestic vehicles has accelerated due to the effective scheme of subsidies + double credits, but joint venture vehicles have not been able to keep up. This is the first round of elimination. The second round is actually a L2 level innovation with the driving experience as the starting point, characterized by the sinking of consumer electronics. At this stage, domestic independent cars are very fast, and the Chang'an Great Wall of the old car factory, the innovative Three Fools and BYD in between are all good. The third round is the quasi-L3 competition, in which more innovative brands have surfaced, including Huawei. This year, Huawei has an emotional premium, but behind the emotional premium, the industry pays more attention to the relationship between Huawei's inside mode and the intelligent selection model, and which one Huawei will go in the end. The former is a tier1 model with early car BU as the main body, and the latter is a quasi-car model. It is also rumored that some assets will be placed by Huawei, and from the perspective of car building, if Huawei finally wants to build its own car, then it will have to give up the idea of being tier1, and the two are in great conflict. Judging from past observations, Company H does things in three steps, making it through, stacking up the performance, completing the optimization of the best cost performance and mass production. HI mode is the first, smart selection is the second, and sooner or later the third one. Keep track of it, if you put the first type, then it must not be to make the second type bigger, but to point to the third type clearly. Skits are more about the migration of traffic. Wherever the traffic migrates, trendy products will appear. But the problem is that traffic is always on the move. Without interactivity, it is difficult for a product to generate traffic on its own. These are all clichés, and they are more regarded as the net value of TMT funds at the end of the year. There are many hot spots in the market, so I won't expand it. There are so many codes first, and the typos are not changed. #ContentStar# #A股#

According to Global TMT reports on October 7, an early-stage startup backed by the private office of billionaire entrepreneur Bill Gates has recently launched a chatbot Pix that can provide users with targeted information on books, movies, Personalized recommendations for TV shows and podcasts. The chatbot uses OpenAI's natural language processing technology and will learn the user's preferences over time. The service will be free to users.

According to Global TMT reports, Accenture's latest financial report shows that the company's total global revenue in fiscal year 2023 (ending August 31, 2023) reached US$64.1 billion, a year-on-year increase of 4% and 8% respectively in U.S. dollars and local currencies. Adjusted operating profit for fiscal year 2023 reached US$9.87 billion; new orders were US$72.2 billion. Divided by business, in fiscal year 2023, Accenture's consulting-related business contributed US$33.61 billion in revenue, and managed services-related business revenue was US$30.5 billion. In the past six months, customer project orders for generative artificial intelligence have reached $300 million.

Market trading volume has returned to more than 800 billion, and social financing data are also better than expected. Net inflows of funds heading north have resumed, the exchange rate has stabilized, and the market is developing in a healthy direction. The policy of restricting real estate sales and purchases in non-first-tier areas is gradually being lifted under the framework of one city, one policy. The market is paying attention to the data in the first month after the lifting. Feedback In the futures market, some varieties pointing to recovery have also become active recently. From the perspective of the entire economic structure, on the one hand, economic data has begun to support the trend of weak recovery, and on the other hand, both domestic and foreign countries have begun to enter a replenishment cycle. Regardless of whether it is upstream resources or industrial products, once demand improves, the current low inventory status will not be able to meet demand. It is a high probability that replenishment will occur before Christmas. For ordinary traders, this better participation in certainty is stronger than the emotional projection of various chasing high-tech stocks. Judging from the distribution of the profit-making effects of the Chinese and American stock markets this year, they actually point to the direction of technological innovation. If there is no breakthrough in AI this year, the U.S. stock market will be ugly, and A-shares will not be able to trade a wave of TMT in the first half of the year. As for the current H series and photolithography machines we are trading, they are actually making technological breakthroughs. As for Tesla’s valuation increase due to Dojo, it has also evolved from the valuation of an automobile manufacturer to the valuation of a technology company. This is just like our ICT companies, which have been upgraded from the previous communication valuation to the technology company valuation. From the perspective of product strength, American companies are continuing to innovate, such as Apple's 3D scanning function, 3NM process, self-developed chips, titanium alloy 3D printing and other technical points, which are worth a look in the limited innovation space of mobile phones. What is still unknown is the progress of embedding large models at the software level, and whether the experience will exceed mate60 in a multi-language environment. If there is no intervention of administrative power and no politicization of scientific and technological issues and market issues, then scientific and technological competition will be beneficial to all mankind. However, politicization blocks international cooperation and creates artificial technological trenches, which is harmful to others and not beneficial to oneself. This has been expressed by many Western scholars and entrepreneurs recently. Let’s wait and see whether there will be further technological blockade in October. No matter what they do, we just do what we do. Lithography machines are also very hot. Many friends asked me to talk about it on the public platform, so let’s stop there. So far, we have tried several models. The first one is to enter 28nm DUV, led by Shanghai Microelectronics. The second is to establish a non-American second-hand line. Several companies have done this. The third one is to use DUV multiple exposures to complete the mass production of 7NM chips. In addition, reverse engineering research and ultra-large projects were conducted to solve the dialectics of light sources. These can be seen as the three major battles to complete mature process technology. After that, we will integrate the research forces, integrate the results and experiences of different technical routes, and march towards EUV in an organized, planned and highly coordinated manner, which is the battle across the river. This process is bound to be arduous and time-consuming. But for the downstream industry, as long as the Chinese photolithography machine can produce one wafer, then the downstream can pick up one. The vast consumer electronics, automotive electronics, industrial control automation and other markets will undertake wafer output of hundreds of billions of dollars. This is the basis for China's semiconductor to win. The foundation is still in the manufacturing industry. Leaders have recently put forward some new development concepts, such as new quality productivity. This kind of system-wide collaborative innovation is our advantage. As for whether we should watch our overseas shows, for example, we told Vietnam to help develop semiconductors and then gave us US$2 million. For example, we want to build the European Union-Middle East-India main railway line. Then take a ferry to the Mediterranean Sea and a ferry to the Arabian Sea. We are strong in shipbuilding and high-speed rail, but the passenger and cargo ferries in a province in the Qiongzhou Strait are still in trouble. 5,000 flights a year is the limit, not to mention the hundreds of kilometers of open water train ferries. I'm afraid we have to wait until Jiangnan Shipyard has finished building the aircraft carrier before we can build him a ferry. So, it’s just a show. The recent big drama is not like this. After it can’t sell the three-year U.S. bonds, it will be sold to the Fed itself in the ten-year period. In terms of trading, the time window is still more than a week away. If you know how to do it, do it as you should. Make money during this period of activity and reorganize your positions before the holidays so that you can celebrate the holidays. #content星##Ashare#

PARAMetaElfLand: What is MELD Coin? MELD Coin Information With the development of MetaElfLand, E-Sports on-chain games in the market, the team decided to explore this treasure. With the help of Professional Actuary Members, MetaElfLand aims to provide players all over the world with a long-term, fair and exciting eSports mechanism. Players can adventure extensively on MetaElfLand not just for fun or money, but through PVE, PVP and TMT(E-Sports)-The Metaverse Tournament. As players purchase tickets to join TMT, all ticket proceeds go to the grand prize pool. In the end, the champion wins and receives an exclusive 80% of the prize pool, and the jackpot effect can be more exciting than we could have imagined. MELD is the governance token used as a payment method for MetaElfLand. MELD Coin Information Token Name: MetaElfLand Token Symbol: MELD Token Type: BEP-20 MELD Coin Maximum Supply: 1,000,000,000 How to Get MELD Coins? The largest exchange currently traded with MELD is Gate.io. Trading pairs consist of stablecoins and fiat currencies, as well as between MELD and other cryptocurrencies. You can easily buy MELD coins after depositing fiat money or stablecoins to the Gate.io exchange. #ContentStar##HotTopicDiscussion##ContentMining##NewYearCelebration##GateioBountyCreator##BountyCreator##GateLive##GateioLive##ContentCreator##NewsMessenger##MyFancyCreator##CryptoObserves#

Most sub-new investors who have not experienced 15-16 years do not know what leverage and loss sharing are. In 2015, TMT was the last one to go up. That round of bull market was crazy. Quantong Education, which is grouped together as a banker, has a peak of 250 yuan, which is 250 yuan, which is 250 yuan in the whole market. As for LeTV and Baofeng, which are the worst storytellers, they were both delisted in the end. At that time, a lot of off-market leveraged funds came in to pull up the market, and the first wave of declines blew up the leveraged funds. Niusan, who is very famous among retail investors now, many of them had a serious retracement in that wave. Because of this method of deleveraging, there is no liquidity at all. After a down limit, someone wanted to close the position, and then pressed down, and there was another down limit, which caused a second wave of people to close their positions. In the end, it was all on the down limit. Next time, new investors will ask, can the rocker not work? Just kidding, you rocker. It is rare to see more than 10% of the circulation plate on the limit board now, but it was just a daily routine at that time. A thousand shares fell by the limit, and a thousand shares fell by the limit again. You know, there were only more than two thousand stocks at that time. More than 2,000, more than 1,000 lower limit. Then came the bailout, how? Take money to save. I have seen the mountain and the sea, and I have seen the national team play a decisive battle against the foreign-led China Ping An. The mountain-like chips fell down, causing the entire index to spread like a tsunami. Then the national team buried waves one after another. On that day, Ping An sold 67.9 billion yuan, which has not happened again so far. At that time, many large institutions were rescued by traders. I have imagined more than once that the traders who received the trading orders sat in seats that were not familiar with them, and how they felt when they placed the orders. If there are not enough people, just scan the machine list there. In the trading software, the purple integer list that you see will come out every other time unit, which is the national team. This kind of rescue lasted for more than two months, costing four to five trillion yuan, and finally initially lifted the liquidity crisis. Since then, all participants and regulators have been very clear about what leverage is. From the autumn of 2015 to 2016, the entire A-share market was in a long period of shared losses. A stock was speculated for a reason, and then cleverly took the opportunity to cut the meat away. No one made money, just cut the meat away. Then after the hype of this ticket passed, it fell even deeper. When it fell deeply, it started to stir up again, and some people cut the meat away again, and then fell even deeper. At that time, there were still a lot of technical officials in the village who knew about stocks. When they gave a briefing, they almost said directly that everyone lost money, and the losses were shared equally, and the market bottomed out. There are even scolding, you don't want to lose money, so will you hold a group? In the first stage, those with leverage, especially those with high leverage, were blown away. And the second wave is to kill most people who don't know what an even loss is. At that time, there was a friend who was an ordinary worker, and he worked as a port together. He took advantage of the leverage and made more than 800 yuan, which was less than 1,000 yuan. Then didn't go, and didn't unlever. In the first wave, they sold when they reached the principal position. Later, they continued to buy and did not move. The losses were shared twice, and the account was canceled. Since then, all those who have experienced it have understood that the method of sharing losses can only participate in short-term rebounds. Bought a pair, rebounded and chopped. Those who entered the market in 2019-2020 have caught up with the rise of track stocks and the grouping of institutions. Even after the track is over, there will be at least two waves of strong themes every year with a clear main line. In fact, it is relatively easy to make money. But all losses are due to not knowing what "equalized loss" is. I'll take some time today to replay the disk. You can see for yourself if it's useful or not. Typos will not be corrected. In addition, when will the offshore renminbi drop, I want to buy some cheap U[sad][sad] #contentstar##a股#

The market is shrinking further. Yesterday it was less than 740 billion. The Shanghai Composite Index also fell for four consecutive trading days, close to the 20-day moving average. If the previous expectations are maintained, then the rebound should be near, but there are not many long-term directions in the disk except for the speculation of sub-new stocks. Popular stocks on the outside market have also started to pull back recently. Apple has lowered its shipment expectations. As for the pullback of other popular stocks, it was more due to speculation and downgraded ratings by major banks. As for U.S. debt, more attention should be paid to the trend of Japan. If the yield of Japan's medium and long-term government bonds increases, it will not be a good thing for U.S. debt. The rectification of the medical and medical field is getting deeper and deeper. In the medium and long term, if a long-term mechanism can be established after anti-corruption, it will be a good thing for the development of the industry. Only when the public relations expenses of pharmaceutical companies decrease, the research and development expenses may increase. As for ordinary doctors, in fact, what to do is what to do, but it is not ruled out that some famous doctors with high earning capacity will practice independently because they don't want to go into troubled waters. After chatting with the management of a private hospital, the doctor who had been wanting to dig, has recently been able to dig. This section is my personal shortcoming, but I started to learn to read it this year. Bought a little ETF, micro-set. I bought some innovative drugs from Hong Kong stocks. I was pressed and bought a little SPD to hedge. Very unfriendly, there is no novice protection period, just come up and give it a hammer. The restrictions on investment in China have come to the ground, and the originally expected new energy is not within the scope, and the restrictions are mainly on advanced semiconductors, quantum and AI. Then it is necessary to track whether this restriction order is consistent with the surrounding framework. There is no restriction on new energy, whether the U.S. Treasury Department can approve cooperation projects between companies such as Volt and Chinese new energy companies, and whether photovoltaic and wind power products are blocked by customs. Wait for the follow-up meeting with the Ministry of Commerce to follow up. The question now is whether the American policy will continue to mess around after the CHIP4+ investment restriction order. If this is achieved, there is a clear distinction, then what should be done in the future. From the perspective of the sector, AI continues to pull back with TMT, and securities and real estate are driving the index in rotation. With the strengthening of subsequent national debt expectations, infrastructure will move sooner or later. From a medium-term point of view, when the core manufacturing industry in the weight of the Shanghai and Shenzhen 300 will perform well, it will be the time when the market starts to follow a healthy trend. Although the main indicators in July are still relatively ugly, they are already narrowing. If this trend of narrowing and recovery can be confirmed in the next two months, it is time for the manufacturing industry to rise. As for the market, until it is not clear, the current model of index weighting and active capital trading chip structure will continue. In fact, yesterday’s new shares traded at 200 yuan and above were very small, more because they caught loopholes. This kind of game is not a profit-making effect, but more can be seen as extreme emotions in the market. Don’t look for this kind of imitation, hang up just die. So many codes first, typos will not be changed. #contentstar##a股#

According to Jinshi’s report on August 1, the strategy team of Bank of China Securities issued a research report saying that entering August, the phased bottom of A shares has appeared, and attention should be paid to the layout opportunities of the main line of AI. The market has priced too pessimistic expectations on the fundamentals in the short term, and the current downside space is limited. With the gradual release of policies, the market is expected to get out of the low point of sentiment and usher in valuation restoration. In terms of industry configuration, the main line of AI may have stabilized, and the next layout is at the right time. Against the backdrop of weak domestic economic recovery, low inflation, and strong overseas industrial trends, combined with the previous micro-market structure and trading status of underestimation of TMT technology and under-allocation of institutions, there is sufficient motivation and room for AI valuation restoration.