
A | The Pentagon and the U.S. intelligence community believe that as better data becomes available, the "unidentified and purported anomalous nature" of most of the hundreds of UFO reports they have been investigating will likely be explained by "ordinary phenomena," according to a government review of the incidents that was released on Wednesday.The number of accounts of unidentified anomalous phenomena, or UAPs -- which is the official name now used for what were known as UFOs -- has grown to 801, with an increase of 291 additional reports from Aug. 31,2022, to April 30 of this year, according to the new government review.The total number of UAP sightings that is being examined by the Pentagon and intelligence officials stretches back decades and includes those made by both military and civilian personnel.The report released Wednesday is the first to be compiled jointly by Pentagon and the director of national intelligence's office in light of new legislation passed by Congress.The first-ever unclassified U.S. intelligence report on UAPs was released in June 2021, also due to congressional legislation, and detailed 144 incidents -- only one of which could be explained.The new report states that the Pentagon office reviewing UAP incidents, known as the All-Domain Anomaly Resolution Office, or AARO, is making progress in analyzing and integrating the hundreds of sightings it continues to receive.The report cites "gaps in domain awareness," such as a lack of information from sensor systems or other technological and mechanical issues, as the main reason for the continuing increase in the incidents being reviewed by AARO."These gaps are the direct result of insufficient data secured by radar, electro-optical (EO)/infrared (IR) sensors, the presence of sensor artifacts, such as IR flare; and optical effects such as parallax, that can cause observational misperceptions," the report states.Because the government's original UAP focus was on reports filed by military personnel, the total number of reports being investigated still tilts heavily toward those near military facilities and airspace, though that number is decreasing as more than 100 incidents from the Federal Aviation Administration are now being reviewed, according to the government report."Based on the ability to resolve cases to date, with an increase in the quality of the data secured, the unidentified and purported anomalous nature of most UAP will likely resolve to ordinary phenomena and significantly reduce the amount of UAP case submissions," the report states.


B | 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。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。

C | 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。 本文为妙投付费内容,上述仅为摘要,购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会,在妙投APP-我的-权益兑换 输入“妙投888”即可领取。
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