onelittleqr
638 posts
外交部也真是的，日本想要核武器就给它啊！东风快递空运包邮到家，可以多给一些最新款DF-61，这样就日本遍地熟人了不是么？熟人多好办事啊！
天天吓唬人家干嘛...真是的🥱
Eason Mao☢@KELMAND1
中方警告日方：在核问题上错判形势将付出沉重代价 就此前日本执政联盟向日本政府建议讨论修改“无核三原则”，外交部发言人林剑20日在例行记者会上答问时表示，日本地方议会强烈呼吁坚持“无核三原则”，背后反映的是向往和平的民意，表明日本执政当局背离和平宪法、加速“再军事化”的错误选择不得人心。 如果日本执政当局在核问题上继续错判形势、执迷不悟推进修改“无核三原则”，引进盟国核武器在日部署，不仅是对二战后国际秩序和国际核不扩散体系的严重挑衅，更违背日本自身和平承诺，违抗日本国内普遍民意，最终必将为此付出沉重代价。
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Ive been a heavy user of ChatGPT/codex to build quantitative research systems. The user experience has been great for me. The agent understands my requirements accurately and generate high quality results. @thsottiaux @OpenAI
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@__paleologo Could you please write a substack article on this subject?
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In case you are currently reading the latest paper optimizing skewness and/or entropy. THANK YOU FOR YOUR ATTENTION ON THIS VERY IMPORTANT MATTER!!!
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日本宇宙航空研究开发机构（JAXA）星期六（7月11日）在秋田县能代市一处设施，实施可重复使用型火箭小型试验机“RV-X”的飞行试验。 #Echobox=1783862953" target="_blank" rel="nofollow noopener">zaobao.com.sg/news/world/sto…
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法国《费加罗报》称“中国第二次拯救了世界经济”
文章用词是第二次，而文章中所指的第一次拯救世界经济是2008年国际金融危机，中国的经济发展曾支撑世界经济。
第二次拯救是有历史参照的。第一次是指2008年国际金融危机后，中国通过扩大内需，托底全球的总需求，拉动世界经济走出衰退。这一次则是在能源供给冲击的危机场景下，中国从需求端平抑大宗商品价格。两次分别应对了“需求塌方”和“供给中断”两类典型的全球经济风险。
霍尔木兹海峡受阻以后，市场曾经恐慌性预期油价会不断突破。中国没有加入全球的抢油潮，反而主动缩减短期采购量，直接消除了全球油市最大的恐慌性买盘，压制抢油涨价更抢油的价格螺旋，推动了油价回落，给全球油市卸下涨价的核心推力。
深层次的价值是守住了全球通胀的底线，为当时“高烧”的原油市场提供了难得的冷静期，为抑制全球通胀争取了宝贵的空间和时间，避免了新一轮全球性的经济下行，因此就被视为危机中的关键支撑力量。
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有智库研究指出，新加坡稳步吸引外国银行资产和直接投资，目前跻身全球五大金融中心之列。 #Echobox=1783065764" target="_blank" rel="nofollow noopener">zaobao.com.sg/finance/singap…
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Is this some kind of bribe for regulatory favors??
Will Anthropic be forced to do this too?
Will SpaceX & Google be forced to do this too?
Jukan@jukan05
Bruh, Trump is collecting the Infinity Stones.
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可以预期的，随着中国两存上市，苹果游说采用中国存储，新一轮的内存FUD又来了。
目前的情况是，中国两存其实并无空闲产能，一样也在涨价，不然小米就不会直线下跌了。
但是市场炒作是不会因为现实而停止的。
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@LinQingV @zephyr_z9 The domestic premium for lacking real investable memory companies.
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@zephyr_z9 I have to say I sold GigaDevice too early. I didn’t expect it to reach this kind of valuation at all.
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CXMT will probably list at $500B (some are predicting $700B) on the Shanghai Star Market
Big Fund I, II, III have raised a total of $95B since 2014 and total Chinese state investment & subsidies are believed to be around $250B since 2014
Now, just 1 company going public will literally generate 2x-3x return on the total investment
Crazy
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@Jason War is about winning at all costs. If there’s not enough dedication then it’s unwise to start a war. Think of Russia. It’s extremely miserable for them but they just wouldn’t stop.
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I guess never-ending wars are called that for a reason.
Iran is emboldened to drag this out forever, now that they’ve confirmed the USA doesn’t have the stomach for an extended engagement (let alone 5% inflation and $6 gas)
What a quagmire.
We should have never started this 🤦 if we weren’t willing to finish it.
Experts: what’s the best move now, retreat in defeat, take Kharg island, relentless diplomacy?
JD Vance@JDVance
Iran signed a ceasefire agreement. We have honored it. If they have disagreements about how the MOU is being applied, they can pick up the phone. But violence will be met with violence.
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@jukan05 Wonder how that happens. But seems to me that China would do whatever it takes. Just like if there’s no bathroom around and you really need to pee, what would do you do?
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@ShanghaiMacro @HFI_Research agreed. Given that Iran war has come to a plausible ending, China monetary policy will shift towards supporting real estate. Not sure if it bottoms here. I think it depends on if there’s any risky event in H2.
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Recession in Chinese domestic demand is further confirmed:
May retail sales growth -0.6% versus 0% expected.
May fixed asset investment growth -4.1% versus -2% expected.
The entire Chinese economy is now being carried by exports, of which over 50% are essentially driven by the ongoing AI build-out in the US.
China’s economic imbalance has reached an extreme, indicating rising odds of a significant policy intervention.
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@zerohedge Instead of sending troops to the island, China can just blockade the surround water.
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Taiwan Test Fires US Mobile Launchers Into Waters Directly Facing China For First Time zerohedge.com/geopolitical/t…
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日本国债收益率创29年新高
这10年期日本政府债券屈服5月18日攀升至2.8%。这是自1996年10月以来的最高水平，单日波动幅度达10个基点。抛售压力源于投资者对通胀预期和财政状况日益加剧的担忧。
随着日本央行缩减购债规模的计划遭遇政治阻力，以及政府考虑增发预算以抵消燃料成本上涨，日本的主权债务走势日益受到关注。鉴于日本的债务占GDP比重在发达经济体中位居前列，收益率上升加剧了财政可持续性的挑战。与此同时，日元汇率跌至自上次政府干预以来的最低水平。
长期收益率曲线持续承压，限制了日本央行在不加剧货币或财政压力的情况下维持宽松政策的空间。
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