저자: JimRogers/채널진행자Dr6 · 외국인
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짐 로저스는 다중자산 버블이 곧 터질 것이며 경제 재난이 임박했다고 경고하고 있다. 로저스는 이미 주식과 채권을 상당 부분 팔았으나, 막판 블로우오프 국면을 고려해 아직 공매도(숏)는 하지 않았다고 말한다. 그는 2년 가까이 최악의 침체를 예측해 왔지만 시장과 경제는 그의 경고를 번번이 비껴갔다. 로저스는 최근 둔화된 인플레이션이 다시 고통스러운 수준으로 재가속될 것이라고도 예측한다. 그는 '매그니피센트 7' 주식을 적절한 시점에 숏하고 싶다는 입장이다. 엔비디아는 미국의 수출 규제 강화에 따라 중국 전용 게이밍 칩을 코어 수와 AI 가속 기능이 약 10% 낮은 버전으로 판매할 예정이다. 젠슨 황 CEO는 수출 규칙을 준수하는 중국용 제품을 만들겠다고 밝혔고, 발표 직후 엔비디아 주가는 소폭 상승했다. 텔레그래프 기고문은 미국과 서방이 동시에 세 전선의 전쟁을 치를 준비가 부족하다고 주장한다. 이스라엘-하마스, 러시아-우크라이나 분쟁은 중국 등 강대국과의 더 큰 패권 경쟁의 일부이며, 서방은 제조업 기반과 국방 준비가 약화되고 있다는 지적이다. BBC가 꼽은 2023년 주요 비즈니스 사건은 틱톡 금지 조치, 실리콘밸리은행 등 미국 3개 은행 파산, 파업 확산, 엔비디아 시총 1조 달러 돌파, 트위터의 X 리브랜딩, 머독 회장 사임, FTX 샘 뱅크먼프리드 재판, MS의 액티비전 블리자드 인수, WeWork 파산 등이다. OpenAI의 GPT-4 후속 출시가 2024년 AI 최대 이벤트로 예상되며, 엔비디아 A100 칩 약 16,000개가 학습에 필요하다는 보도가 있다. 구글 제미나이 등 멀티모달 모델 경쟁도 치열해지고 있으며, 정부의 안전성 검증 강화가 예상된다. 진행자는 로저스의 경고를 진지하게 받아들이되 시장 타이밍의 어려움도 함께 고려해야 한다고 정리한다. 또 매그니피센트 7의 고평가 우려 속에 2024년 펀드 매니저들은 해당 종목 유지와 시장 내 다른 기회 탐색 사이에서 선택해야 한다고 짚는다.
다듬은 글
welcome to microchip's briefing the content of the briefing includes legendary investor Jim Rogers sees an epic market bubble and looming economic disaster he hopes to Short The Magnificent Seven stocks when the time is right who was the best CEO of 2023 envid is China customers to get hobbled version of gaming chip America is unprepared to fight a war on three fronts 10 major events that shaped business in 2023 legendary investor Jim Rogers sees an epic market bubble and looming economic disaster he hopes to Short The Magnificent Seven stocks when the time is right Yahoo Jim Rogers has warned that a multi-asset bubble is set to burst Rogers has dumped many of his stocks and bonds in anticipation of a painful slump but he said he's not shorting yet because often at the end there's a blowoff and things get really crazy the adventure capitalist author also predicted inflation which has cooled significantly in the past year would re accelerate to painful levels Rogers has a wealth of experience and a deep understanding in of financial history but it's worth pointing out that he's been predicting the worst downturn of his lifetime for several years now yet both markets and the economy have defied his grave warnings who was the best CEO of 2023 economist nvidia's China customers to get hobbled version of gaming chip Bloomberg Nvidia is selling a less capable version of its GTX 490d Graphics product in China following tighter US government restrictions on exports to the country the Chinese version has around 10% fewer processing cores and fewer AI acceleration capabilities compared to the version sold in other countries CEO Jen hang has said he will produce versions of nvidia's products that comply with us export rules for China the move comes as the US seeks to limit China's access to specialized chips to slow down its AI capabilities envidia shares Rose slightly following the news America is unprepared to fight a war on three fronts Telegraph the conflicts we see around the world today such as Israel versus Hamas and Russia versus Ukraine are part of a wider struggle for dominance in the future great powers like China are sec securing alliances with authoritarian regimes to secure natural resources and establish a Global Alliance this wider War pits revanchist Powers against the west and non-european allies however the West seems more interested in diplomacy than confronting the real danger winning this wider War requires a strong industrial base military preparedness and internal morale but the West is weakening its manufacturing Industries and its defenses are a concern furthermore the West's spiritual degradation with young people being Prim cried with an anti-western narrative could prove to be fatal 10 major events that shaped business in 2023 BBC the year 2023 saw several significant moments in the business world including the global bans on Tik Tok the failure of three US Banks widespread strikes Nvidia reaching a$1 trillion doll market cap Twitter rebranding is X Rupert Murdoch stepping down the trial and conviction of FTX is Sam bankman fried Microsoft's acquisition of Activision Blizzard we work filing for bankruptcy prote ction and the Purdue Pharma settlement reaching the US Supreme Court these moments have shaped the business landscape and will have implications for the future the global bands on Tik Tok initiated by concerns over data sharing with the Chinese government spread rapidly in 2023 numerous countries including the European Union Canada the UK and New Zealand imposed partial or full banss on the app the US government also gave employees 30 days to uninstall Tik Tok from their work devices with many states and priv private companies following suit the controversy around Tik Tock continued with the Biden administration's push for bite dance to sell the app and legal battles over the bands the failures of Silicon Valley Bank Signature Bank and First Republic Bank in the US marked the most significant banking crisis since 2008 the bank's collapse led to a crisis of consumer confidence in the US banking system exacerbated by Soaring inflation the US government provided emergency aid and reassurances to quell the panic but vulnerabilities remain in some banks Regulators have increased scrutiny of risk management to prevent similar failures in the future other notable moments include the widespread strikes in the US and UK with workers across various sectors demanding higher pay better conditions and job security the Writers Guild of America and the United Auto Workers Union were among the high-profile groups involved in strikes these Collective actions led to significant gains for workers including pay Rises and job security protections the strikes reflect the change ing landscape of work and the growing activism of organized labor overall the big business moments in 2023 have set the stage for the months to come shaping the future of Industries such as technology Finance media and pharmaceuticals these events highlight the impact of politics economic uncertainty and social movements on the business world as 2024 approaches there will likely be continued attention on these issues and their implications for the global economy the super AI models that could soon upend the economy Telegraph the release of open ai's GPT 4 the successor to its popular chat GPT language model is expected to be the AI event of 2024 gp4 is said to be 10 times more advanced than its predecessor with the ability to understand text and images and pass legal exams the Computing requirements for GPT 4 have also increased with the model reportedly requiring 16,000 high-end Nvidia a100 chips other companies such as Google with its Gemini model are also preparing to release more powerful language models in the coming year the next wave of models is expected to be multimodal capable of understanding text images videos and audio bringing them closer to understanding the world these models could display capabilities akin to human intelligence such as reasoning and planning however the consequences of more advanced AI models are still uncertain and there are concerns about their lack of creativity and poor understanding of Truth the next wave of models will face increasing government scrutiny with companies agreeing to have their systems tested by AI safety institutes before release dear viewers I am Dr 6 your resident Observer from the 6 degrees World here to present you with the latest news and insights let's Dive Right In First up we have legendary investor Jim Rogers warning of an impending market bubble and economic disaster Rogers known for his wealth of experience has been predicting a major downturn for years now but the markets have continued to defy his warnings so while we should take his concerns seriously we should also keep in mind that timing the market can be a tricky business next we have Nvidia CEO Jensen hang being named the best CEO of 2023 by The Economist hang's farsighted bets on artificial intelligence have paid off with Nvidia dominating the market for specialist AI chips it's no wonder he received such high praise from both shareholders and staff speaking of Nvidia the company has recently started selling a less capable version of its Graphics product in China due to tighter us export restrictions this move comes as the US seeks to limit China's access to specialized chips further fueling the ongoing tension between the two countries it's a clear example of how geopolitical factors can impact the technology industry moving on we have a thought-provoking article from the telegraph highlighting the West's unpreparedness to fight a war on three fronts the conflicts we see today are part of a wider struggle for dominance in the future and the West seems more interested in diplomacy than confronting the real danger this article raises important questions about the wests industrial base military preparedness and internal morale it's a wake-up call for us to reassess our priorities in other news the year 2023 witnessed several major events that shaped the business landscape from Global bands on Tik Tok to the failure of US banks these moments have had far-reaching implications the controversy surrounding Tik Tok and the banking crisis highlight the intersection of politics technology and Finance in today's world now let's talk about the Magnificent Seven trade that powered US Stock in 2023 these Tech Giants delivered impressive returns but some investors are concerned about their overvaluation the choice for fund managers in 2024 will be whether to continue investing in these popular stocks or explore other opportunities in The Wider Market it's a decision that requires careful consideration lastly we have the upcoming release of open ai's GPT 4 which is expected to be a GameChanger in the field of artificial intelligence this Advanced language model along with other multimodal models has the potential to revolutionize Industries and upend the economy while there are concerns about their lack of creativity and understanding of Truth these models will face increasing government scrutiny ensuring safety and accountability that's all for today's news Roundup now it's time for your thoughts and questions what are your ideas and opinions on these topics I'm eager to hear what you have to say until next time stay curious and keep exploring the six degre World Dr 6 thank you for tuning in the content above showcases is the latest briefing reports and analytical synopses thoughtfully curated by the sixd team these insights stem from a wide array of reputable media Outlets think tanks government sources and specialized experts worldwide we encourage you to explore these sources for a comprehensive perspective keep in mind that while the content may not always align with the official standpoint of six du brief it's not meant to be taken as absolute directives for decision-making comprising 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