天地传说之鱼美人
美国非农数据会带来压力吗？科技赛道哪些靠近暖风？_我的网站
一 | New Delhi, Oct 19 (UNI) Assam Chief Minister Himanta Biswa Sarma urged the companies of both India and the US to partner with Assam and get the opportunity that the growth story of Assam offers aplenty.
Sarma was addressing an event hosted by the US-India Strategic Partnership Forum (USISP Forum) here last night, an official statement said here on Wednesday.
He showcased the inherent strengths of Assam and urged the CEOs to grab the immense opportunities the State offers ranging from tea to trade and tourism, it stated.
"Our inherent strengths - geographical, natural resources, flora and fauna - coupled with enabling policy push guided by vision of Prime Minister Narendra Modiji has made Assam a powerhouse of opportunities. From tea to trade and tourism, we offer enormous possibilities for businesses," he said.
Outlining the vision of the government at the interactive round table meet on opportunities in Assam, Sarma said, "We have been working relentlessly on creating a robust environment for investments through a bouquet of policies."
The Chief Minister also said when it comes to policy and development, the strategically located State of Assam is at heart of the country.
The Chief Minister welcomed investments in higher education and tourism in which the state has huge potential.
President and CEO of US-India Strategic Partnership Forum, Mukesh Aghi, while sharing his profound vision, reaffirmed that both India and the USA desire to strengthen economic relations and strategic partnership at a time when India is celebrating its 75th year of independence, it added.
Several CEOs evinced keen interest in partnering with Assam in higher education, skill development, connectivity, infrastructure and telecom sector.
A coffee table book entitled "We the people - 75 years of US-India Relations" was presented to the Chief Ministe.
UNI CM GNK。 本篇评级为★★★，主要围绕以下内容展开：
1、美国非农数据会带来压力吗？
2、AI内部大分化，轮转利好谁？
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二 |
1、美国非农数据会带来压力吗？
上周五，国内A股市场在科技大赛道中产生大分化，人工智能上下游并未同涨同跌。前两周表现亮眼的上游算力赛道纷纷大幅下挫，下游应用端却出现逆转式大涨。最典型的是机器人方向，涨势如虹，众多主要个股拉出涨停。
三 | 这一涨一跌预示着什么？人工智能产业链是否正式完成热点轮转，抑或只是假象，未来还会杀出回马枪？我们结合周末重要消息来梳理一下。
首先回到宏观层面，审视科技赛道或A股市场的大背景是偏顺风还是逆风。目前市场整体涨幅较高，部分资金患上“恐高症”。市场是否还有向上支撑力？我们需要关注美联储的加息态度。美联储直接影响全球资金流动性，其关注的重要数据也是市场的敏感点。上周四，美国发布非农就业数据，6月仅新增5.7万个岗位，大幅不及预期。市场由此认为，在就业数据不佳的情况下，美联储缺乏强力加息的理由，经济疲软时货币政策不敢过度收紧。
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Published on:02:32:11
