#股票交易分享挑战 NVIDIA develops Nemotron 4, an open-source AI model with trillion-scale parameters
NVIDIA is reportedly developing the next-generation open-source AI model Nemotron 4, aiming to create a product comparable to the world's top open-source models. The model has more than 1 trillion parameters. Its official release date has not yet been determined, and development could be completed and ready for release as early as late autumn this year.
NVIDIA hopes to expand the scope of AI applications through an open model ecosystem and further drive market demand for its GPU computing power. NVIDIA previously launched the Nemotron series of open-source models, including the Nemotron-4 340B series with 340 billion parameters, mainly for large language model training data generation, model development, and enterprise AI applications.
Meanwhile, NVIDIA CEO Jensen Huang responded to external doubts over the company's collaboration with financial institutions to mobilize more than $500 billion in third-party capital to establish an independent financing platform and build AI infrastructure, stating clearly that AI factory computing power has become an investable infrastructure asset. The relevant demand comes from real-world business scenarios, and independent institutions will conduct independent due diligence on the projects, making this by no means the "circular financing" questioned by the outside world.$NVDA ‌

#CPIWatch,BetOrWait? Market Expectations Ahead of CPI Data: A Turning Point or a One-Off?
Tonight's release of July CPI data is the focus of the markets. Core inflation is expected to rise by 0.2% monthly. The likelihood of a September rate cut is almost split in two.
Expectations and Market Positions
The market is debating whether the lower-than-expected inflation figure in June is a turning point or a one-off deviation. This data will be one of the last major data sets the Fed has before the September meeting.
Possible Scenarios:
Weaker-than-expected Data: Lower-than-expected inflation could strengthen expectations of a rate cut in September. This could support risky assets while weakening the dollar.
Warmer-than-expected Data: Inflation exceeding expectations could undermine optimism for a rate cut and create selling pressure in the markets.
Strategies: Hold or Wait?
Prior to the data release, investors appear to be employing different strategies:
• BTC Holders: Those maintaining their current Bitcoin positions are relying on long-term optimism. • Risk Reducers: Those reducing their position sizes due to uncertainty aim to protect themselves from a potential downturn. • Growth Stock Holders: Those clinging to technology and growth stocks are preparing for an interest rate cut scenario.
Post-CPI Monitoring
After the data is released, not only the numbers but also the market's initial reaction is important. Instead of reacting on the first candle, it may be more meaningful to observe how the dollar, bond yields, and Bitcoin react together.
This post is not investment advice; it is for informational purposes only regarding market conditions.