Komon Trust

2024/04/22

Big layoffs and Model 2 delays, Musk 'All In' RoboTaxi and FSD

Tesla is "working hard on autonomous driving," with robotaxis now taking priority over new models, both in terms of setting timelines and arranging production capacity.

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2024/04/22

Apple launches AI competition, self-developed end-side large model

Apple’s big model will prioritize response speed and privacy protection, and details will be announced at the developer conference in June.

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2024/04/19

All three major U.S. stock index futures turned higher, European stocks narrowed their losses, crude oil turned lower, and Shanghai copper futures hit a new high in 2006.

Tensions in the Middle East escalated, and global risk assets fell for a time, but market tensions have eased.

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2024/04/19

Zuckerberg’s latest 20,000-word interview: Llama3, the “most powerful open source model” worth tens of billions of dollars, and everything behind it

Zuckerberg said that before AI development encounters the problem of GPU supply and insufficient funds, it will first encounter energy problems; Meta may soon train large models on self-developed chips.

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2024/04/19

The fair value of gold, this model can explain it! Is this year’s rise in gold prices repaying the debt of the past ten years?

Deutsche Bank believes that excess investment demand this year has offset the large redemptions of gold ETFs in 2013. The bank continues to be bullish on gold, revising its year-end gold price forecast to $2,400 per ounce, and predicting it will reach $2,600 per ounce by December 2025.

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2024/04/18

TSMC: iPhone stock falls, Nvidia is here to save you

TSMC's first-quarter financial report was generally in line with expectations. Revenues were weakened by seasonal effects and gross profit margins remained at 50%. Apple's demand was not good, but there was still demand for high-performance computing to fill production capacity.

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2024/04/18

European stocks opened higher and moved lower, U.S. stock index futures rose slightly, and TSMC fell 4% before the market opened.

Oil prices continued their decline, with Brent oil falling slightly, falling below $87, to trade at $86.91.

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2024/04/18

70 billion yen! The Japanese government plans to spend huge sums of money to support Japanese companies in building AI supercomputers

Japan’s move aims to reduce its dependence on U.S. platforms and strengthen the competitiveness of its own AI technology.

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2024/04/17

European stocks opened lower and moved higher, LVMH surged 5%! U.S. stock futures rebound

Fed Powell's latest hawkish comments had little impact on the stock market. European stocks opened lower and moved higher. U.S. stock index futures rebounded slightly after three consecutive losses. Oil prices and gold prices remained stable at high levels.

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2024/04/17

Goldman Sachs: Bracing for Asian depreciation

Goldman Sachs believes that the current expectations of the Federal Reserve's interest rate cuts are in sharp contrast to those at the beginning of the year, which may push the U.S. dollar to further strengthen. When the U.S. dollar rises, the Korean won, Malaysian ringgit, and Indonesian rupiah are more sensitive, and these currencies have the greatest risk of depreciation.

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2024/04/17

If you win, then start a currency war? Report: Trump’s core advisers are planning a dollar devaluation policy

Nearly every former Trump administration official has stressed that currency revaluation is likely to be a priority for Trump in his second term.

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2024/04/16

U.S. stock futures were mixed, new energy vehicle stocks generally fell, European stocks plummeted across the board, the U.S. dollar strengthened, and gold and Brent oil stabilized

NVIDIA rose slightly by 0.02%, Tesla fell by nearly 1%, NIO fell by more than 3%, Xpeng and Ideal fell by more than 1%, the 10-year U.S. bond yield hit a five-month high, and the Japanese yen hit 34 against the U.S. dollar again New year low.

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2024/04/16

Are consumers returning to gasoline? Volkswagen electric car sales plummeted 25% in Europe in the first quarter

Analysts pointed out that demand for electric vehicles has cooled because European governments have reduced subsidies and slowed down their goals of phasing out fuel and diesel vehicles.

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2024/04/16

Sora joins Adobe's family bucket, and the video can be modified to include pictures and scenes.

Based on the ability of Adobe's own large model Firefly, you can directly add or reduce content on the video material. During the transition, it feels like there are fewer shots that highlight the background. OpenAI's Sora can automatically generate a segment.

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2024/04/15

U.S. stock futures rose, most U.S. bond yields rose to new highs this year, and oil prices turned lower.

Investors are betting that the Iran-Israel conflict will not expand, global markets have calmed down, and Goldman Sachs' financial report exceeded expectations, rising nearly 4% before the market opened.

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2024/04/15

Tesla lays off more than 10% of its global workforce, the highest proportion of layoffs in history

Tesla’s current round of global layoffs has reached 14,000 people. Musk emphasized that cost reduction and efficiency improvement are extremely important at this time.

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2024/04/15

U.S. retail sales increased 0.7% in March, stronger than expected

The stronger-than-expected retail sales data further weakened investor expectations for a rate cut by the Federal Reserve, with traders no longer believing that a rate cut will be 100% before November.

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2024/04/12

U.S. stocks fell more than 1% intraday, with JPMorgan Chase's quarterly report plunging 6%. Risks in the Middle East intensified, crude oil and U.S. bonds rebounded, and spot gold fell after rising.

Earnings reports from major Wall Street banks, which kicked off the earnings season, raised investor concerns about the impact of high interest rates on banks. Increasing geopolitical tensions in the Middle East have boosted crude oil and other commodities higher, further exacerbating concerns about persistent high inflation. The U.S. stock market, which had just rebounded on Thursday, turned downward, with the three major stock indexes falling more than 1% during the session.

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2024/04/12

The Japanese stock market is booming, and so is the financial circle. Roadshows are busy.

As Japan's economy recovers, investors urgently need high-quality market research to help them make more informed investment decisions. In order to meet customer needs, major Wall Street banks have stepped up road shows and directly hired Japanese analysts to communicate with customers face-to-face to attract customers to bet on the Japanese market.

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2024/04/12

Bank of England official: Britain will not follow the United States in cutting interest rates

Bank of England officials believe that the British economic situation is worse than that of the United States, and inflation is more stubborn, and it is far from time to cut interest rates.

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