1.
If Brother Sun does not start a business, his status in the literary world will surpass Guo Jingming in an instant, this is the value of the First Prize in the New Concept Composition.
The content of the short essay can be summarized as follows: Jing Tian is Brother Sun's Bai Yun Guang. Brother Sun has already transferred 30 million RMB to her parents to pursue Jing Tian. Jing Tian has agreed to be a surrogate for Brother Sun, and when everything is ready in America, she will ask for 50 million USD. Brother Sun asked Claude and then refused. Brother Sun's core demand is to get back30million RMB.
Of course, there are other explosive points: for example, Jing Tian has a tattoo of a certain athlete, the couple in the crew shoots during the day and has sex at night, and various lavish lifestyles, etc.
I also saw Jing Tian's response, the core is: saying no to the act of ticket scalping threatening the reputation of artists.
Putting the two statements together reveals a subtle overlap: both parties do not deny the existence of some economic transactions or intersections.
The choice of the term "ticket scalping" semantically leans closer to "there has been some money-related matters, but the nature is not as the other party says" - for example, it could be a gift, investment, cooperative profit sharing, and various possibilities exist.
Therefore, there is a high probability that a property relationship exists, but whether it should be returned, how much should be returned, whether it is unjust enrichment or fraud, these are all pending items.
How dare Jing Tian cut ties with Brother Sun? I can't understand. One must know that Brother Sun is renowned worldwide for his ability to take advantage of others. He even dares to sue the Chuanzi family in the U.S., how can Jing Tian dare to raise the price at the last minute?
Nevertheless, I can't help but marvel, Sun Ge is one of the top three in the world who play with traffic; the first is Chuanzi, the second is Musk, and the third is Sun Ge.
When you click on that article, you've already been taken advantage of by him.
2.
NVIDIA's financial report came out yesterday.
Revenue of 96.2 billion USD, market expectations of about 92.2 billion USD; adjusted EPS of 2.22 USD, expected to be about 2.10 USD; data center revenue of 89 billion USD, expected to be about 85.1 billion USD; guidance for the next quarter's revenue is 108 billion USD, higher than the public consensus expectation of about 104.2 billion USD, and it does not include any revenue from Chinese data centers.
Overall, it indeed exceeded expectations, but did not have extremely positive effects.
However, upon closer look, the stock initially dropped when the financial report came out, until the CFO said during the conference call that FY2028 revenue is expected to grow by 70%, which turned the sentiment around.
For the storage trio, the most favorable news during the conference call is the confirmation that due to the skyrocketing prices of memory and other components, gross margin may drop to 71%-72% in the fourth quarter. This means NVIDIA is transferring some of its profits to upstream suppliers like SK Hynix and Micron.
However, the biggest problem for the storage trio now is that expectations are almost completely overdrafted, and they also have to face challengers like Changxin and Yangtze Memory in China. Even looking at the K-line, overall, it is a relatively unappealing position.
As for Dazi, the market capitalization is too high, long-term value investment is viable, but it is quite difficult to seek excess returns in the short term.
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