25年前的今天，英伟达GeForce 3问世（该显卡于2001年2月27日发布），它是业界首款支持可编程着色器的GPU，同时也开启了令人难忘的PC游戏黄金时代。
The problem was that few other human activities offer such unambiguous feedback. There are no objective tests for whether financial analysis or advertising copy is “good.” Undeterred, AI companies set out to make such tests, collectively paying billions of dollars to professionals of all types to write exacting and comprehensive criteria for a job well done. Mercor, the company Katya stumbled upon, was founded in 2023 by three then-19-year-olds from the Bay Area, Brendan Foody, Adarsh Hiremath, and Surya Midha, as a jobs platform that used AI interviews to match overseas engineers with tech companies. The company received so many inquiries from AI developers seeking professionals to produce training data that it decided to adapt. Last year, Mercor was valued at $10 billion, making its trio of founders the world’s youngest self-made billionaires. OpenAI has been a client; so has Anthropic.，详情可参考新收录的资料
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近期，“重资产、低淘汰率”的HALO资产成为市场配置焦点之一，具备实体壁垒、有望穿越周期属性的板块持续获资金青睐。截至最新，央企红利ETF华泰柏瑞（561580）标的指数中证央企红利前五大权重行业依次为交通运输、银行、石油石化、建筑装饰、煤炭，除去银行，其余四大行业均为典型HALO资产，契合当前市场主线。