它是解决方案式agent 后端调用很多mcp。 meta通过这个方式给自己 用户赋能。 meta 收购manus，是不是应用有点苗头了？ 目前manus 年度经常性收入就达到了 1 亿美元。总部搬到了新加坡！ ...

上周五涨停 都是活久见！ 今晚看样子要跌停 ...

周末华为云 确定不再扩张，降低一等定位。准备用市场换芯片出货。这么大的变革，今天市场 好像也不怎么热烈。 950还有那么大出货。它支持FP4,FP 8,完全符合现在大模型推理方向，降本降本降本！这么大的边际变化！市场居然这鬼样子 xx卫星真的要一个字1000亿。 ai已死，有事烧纸！ 数据来源：华为白皮书 950机架出货，把电链接密度翻了一倍多，市场也反应不行。 ...

Core Viewpoint - The acquisition of Groq by Nvidia signifies a strategic move towards enhancing capabilities in inference technology, marking a shift in focus from training to inference in computing power [4][5]. Group 1: Acquisition Details - Nvidia has acquired Groq, a company specializing in inference technology, for an amount of $20 billion [2]. - The acquisition includes a non-exclusive licensing agreement for Groq's inference technology, allowing Nvidia to bolster its position in the ASIC market [4]. Group 2: Strategic Implications - The acquisition addresses the transition in computing power from high-bandwidth memory and complex parallel processing to low-latency, high-throughput, and cost-effective solutions [4]. - By bringing in key personnel from Groq, including founder Jonathan Ross, Nvidia aims to prevent the rapid emergence of other companies in the ASIC chip sector [5]. - This event is seen as a landmark moment that opens the door to the future of inference technology, challenging the notion that traditional players are dismissive of ASIC developments [5].

一天10.4% 11:24 ◀ .III ? 伦敦银现 W SPTAGUSDOZ.IDC 总量 昨结 71.810 0 329 71.810 现手 0 +10.47% 开 +7.519 持 仓 最高价 79.405 外 盘 0 0 最低价 71.629 壇 仓 内 盘 0 0 分时 日K 五日 月K 围K 直多 (0) 叠加 设均线 82.564 -79.405- 62.459 42.354 2025-10-17 11-21 12-09 12-26 11-05 WR(10) 0.41 × 100 ...

吃顿饭， 听了2个小时商业航天，一脑子的火箭 卫星载荷。 是的，航伟达！继农伟达之后！新的一个伟达。 ...

目前是确定外溢订单就符合了审美。 昨天科技股这边 都在承接台湾 北美的液冷 电源 外溢逻辑。 都炸厂了，这些环节。 ...

Group 1 - The employment rate for ordinary talent is declining due to the influence of AI, while areas with high knowledge intensity are experiencing rapid salary increases [5] - Companies with high profits prefer to increase employee compensation rather than reflecting it in their financial reports [5] Group 2 - Many TMT fund clients report that interns rotate through their companies, only to quickly leave for larger firms after enhancing their resumes [6]

Group 1 - The core viewpoint of the article highlights the recent market dynamics where the demand side, particularly companies involved in capital expenditures (capex), are anticipated to reveal more insights during their earnings reports at the end of January [1] - The article emphasizes that the recent rise in the U.S. stock market is driven by a pricing logic, with Micron Technology serving as a benchmark for this trend [1] - Financial characteristics such as improved gross margins and business features like supply shortages are noted as key factors contributing to the pricing logic in the AI industry, indicating that certain segments are earning excess profit margins [1] Group 2 - The article mentions that the phenomenon of rising gross margins is not limited to specific sectors but is spreading across various industries, including aluminum, which is also experiencing this overflow logic [2]

从最开始的美国电价，后来是存储，再锂电，后来是光缆。 昨天中芯国际给客户发8英寸BCD约10%通知。 台积电听说2-3nm也要涨价。 涨价已经蔓延到电源芯片了。 昨天最新蔓延到了AI服务器里面的电源芯片，这些主要是BCD 产能！ 供需矛盾继续上演！再各个环节上演！ ...