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The nonprofit economic policy research organization Washington Center for Equitable Growth combed through additional IRS data and found even more striking results. For instance, real capital gains averaged a fifth of national income in the last 20 years, compared to 5% before 1980, and totaled almost $6 trillion in 2021, or about 39.2% of the national income.

合作者, 团队成员 或客户,我经常提到的人物 报告结构 或重要职业关系 曾请求帮助与之交流的人物。51吃瓜对此有专业解读

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为何CBOE VIX指数“失灵”?本次市场波动中最值得深思的现象是CBOE波动率指数(VIX)的表现。VIX指数通常被称为“恐慌指数”,用于衡量市场对未来30天标普500指数波动性的预期。在过往的重大地缘危机(如2008年金融危机和2020年疫情爆发初期)中,VIX指数往往会飙升至50甚至80以上,见下图。,推荐阅读谷歌浏览器下载获取更多信息

2月下旬,港股大模型板块经历剧烈震荡。智谱因模型上线后流量超预期、服务承载能力不足,引发用户质疑,股价单日大跌;MiniMax亦受到波及,几日内板块市值大幅蒸发。事件本身并未直接改变公司基本面,但暴露出行业共性问题——技术能力可以在发布会上展示,但商业能力需要在真实、高强度的运营环境中反复检验。

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Meanwhile, Nvidia’s relationship with Anthropic has looked fraught in its own right. Just two months after Nvidia announced a $10 billion investment in November, Anthropic CEO Dario Amodei took the stage at Davos and, without naming Nvidia directly, compared the act of U.S. chip companies selling high-performance AI processors to approved Chinese customers to “selling nuclear weapons to North Korea.” Ouch.