🐦 推特JukanCodex · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 10:45:41时区推断·⟳ 抓取 10:46:12·⚡ 决策 09-05 10:46:58 +46s·52.2 天前
Jukan评论AI科研能力与DeepMind方向，未披露可交易新增事实
正文未提供可交易的新事实或状态迁移，Web、KB、行情或先例研究不会把一条观点性AI评论转化为明确交易催化。
📄 原文Jukan@jukan05↗ 原文
Looking at predictions like these, I think Demis Hassabis was absolutely right to pursue AI applications in science and…
不做 Alphabet（GOOGL.US）
Jukan推文只是AI科研方向观点，未给出DeepMind或Alphabet的新产品、订单、收入或官方进展；对超大市值Alphabet缺少可交易增量。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
该信号是分析师对AI科研能力和DeepMind历史选择的主观评论，提到AlphaFold、Astra和Mythos但没有新增官方发布、客户采用、收入量级或监管/奖项结果。即使映射到Alphabet（GOOGL.US），也只是软主题讨论，无法形成短线正期望交易。
🔎 新鲜度:最早出现 2026-09-05 · 扩散 low · price-in 风险 medium ↗
主要风险
- 社媒账号影响力可能带来AI主题情绪扩散，但缺少事实增量，追逐超大市值主标的容易没有alpha。
先例如何影响了这次决策
对本次决策的影响:先例不会改变结论；本次直接因无新增事实而回避。
方向:无可比的公司级事件；社媒观点本身不构成可测基本面催化。
涨幅量级:没有金额、产品采用或状态迁移，无法用历史先例校准幅度。
形态:未做先例量化，因为源文本已经足以判定没有可交易事件。
原文全文
展开原文 · 552 字
Looking at predictions like these, I think Demis Hassabis was absolutely right to pursue AI applications in science and mathematics, but he moved too early. He should have focused more on improving AI’s fundamental capabilities.
Another thought comes to mind: if AlphaFold was enough to earn a Nobel Prize, what awards might Astra and Mythos earn, and what breakthroughs might they achieve?
And haven’t we perhaps already built AGI at the level of a typical scientific or mathematical researcher—at least for the purposes of research in those fields?
Another thought comes to mind: if AlphaFold was enough to earn a Nobel Prize, what awards might Astra and Mythos earn, and what breakthroughs might they achieve?
And haven’t we perhaps already built AGI at the level of a typical scientific or mathematical researcher—at least for the purposes of research in those fields?
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