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#人工智能
昨晚看完英超联赛曼城主场2:2险平布莱顿的比赛。

除去比赛本身,布莱顿这个球队,网传解雇了大部分球探,转而采用自己实现的一套大模型系统来选择球员买卖(甚至可能包括教练的选择),这几个赛季低价买入大量潜力新球员,即便在往外卖出大量的优秀球员的情况下,也能做到成绩稳步上升。

我又想起梁文锋给《征服市场的人》做的序里引用西蒙斯的那句话:“一定有办法对价格建模”。

坚信某个方向一定能够采用数学的方式进行建模,从而用技术手段来左右自己的决策,这算不算也是某种信仰。



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#人工智能
昨晚看完英超联赛曼城主场2:2险平布莱顿的比赛。

除去比赛本身,布莱顿这个球队,网传解雇了大部分球探,转而采用自己实现的一套大模型系统来选择球员买卖(甚至可能包括教练的选择),这几个赛季低价买入大量潜力新球员,即便在往外卖出大量的优秀球员的情况下,也能做到成绩稳步上升。

我又想起梁文锋给《征服市场的人》做的序里引用西蒙斯的那句话:“一定有办法对价格建模”。

坚信某个方向一定能够采用数学的方式进行建模,从而用技术手段来左右自己的决策,这算不算也是某种信仰。

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Spiking bond yields driving sharp losses in tech stocks

A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.

The seemingly negative pandemic effects and resource/product shortages are encouraging and allowing organizations to innovate and change.The news of cash-rich organizations getting ready for the post-Covid growth economy is a sign of more than capital spending plans. Cash provides a cushion for risk-taking and a tool for growth.

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