10月10日晚，耀才证券金融（证券代码：01428.HK）发布公告称，蚂蚁集团收购耀才证券的事项 已经获香港证监会批准，尚需国家发展改革委审批。 公告显示，截至9月23日，要约人WEALTHINESS AND PROSPERITY HOLDING LIMITED已于9月 23日获得香港证监会根据《证券及期货条例》第132（1）条批准，成为耀才期货及商品有限公司、耀才 证券国际（香港）有限公司、耀才资产管理有限公司、耀才环球外汇有限公司四家受规管子公司的主要 股东。该批准有效期为六个月，具体落实须在此期间内完成，或者获得香港证监会书面同意延长有效 期。 耀才证券表示，要约人已向国家发展改革委提交申报材料，并一直积极与其进行沟通。与国家发展 改革委就收购事项的相关流程正按计划推进中，要约人及公司将继续推进完成条件的达成。 这是时隔半年后，蚂蚁集团收购香港耀才证券迎来的重大进展。 公开资料显示，WEALTHINESS AND PROSPERITY HOLDING LIMITED是上海云进信息技术有限 公司（以下简称"上海云进"）的境外持股平台，由上海云进全资持有。此外，蚂蚁财富也是上海云进的 全资子公司，而上海云进 ...

Core Viewpoint - The Chengdu Smart Glasses Industry Ecosystem Development Conference highlighted the launch of a new generation of AI smart glasses by Sichuan Yingmu Technology Co., Ltd, aiming to integrate technology into daily life and enhance user experience through offline channels [1][2]. Group 1: Company Developments - Yingmu Technology plans to collaborate with brands like LOHO and Asia Glasses to establish over 2000 experience stores, with pop-up stores set to open in December 2023 in cities including Chengdu, Shenzhen, Wuxi, and Luoyang [1]. - The company aims to create a global open AI+AR industry ecosystem platform called Yingmu World, partnering with Ant Group to innovate AI services in smart glasses [2]. - Yingmu Technology is recognized as one of the "AR Four Little Dragons," holding over 85% market share in consumer-grade AR products alongside XREAL, Thunderbird Innovation, and Rokid [3]. Group 2: Financial and Structural Changes - In July 2023, Yingmu Technology completed a B+ round financing exceeding 150 million yuan, with investments from PwC Capital, Liangxi Industrial Development Group, and Shenqi Capital [4]. - The company relocated its headquarters from Shenzhen to Chengdu as part of its B round financing agreement, aiming to build a complete metaverse industry ecosystem in collaboration with internet companies like Mango Media and Momo [3].

Core Insights - Chengdu's Smart Glasses Industry Ecological Development Conference highlighted the launch of a new generation of AI smart glasses by Sichuan Yingmu Technology Co., Ltd, one of the "AR Four Little Dragons" [1] - The company plans to collaborate with brands like LOHO and Asia Glasses to establish over 2000 experience stores, aiming to enhance user experience and accessibility [1] - Yingmu Technology's CEO emphasized the goal of integrating AI into daily life, positioning the new product as a gateway to future lifestyles [1] Industry Trends - The Chinese smart glasses market is experiencing rapid growth, with projections indicating that user spending on applications within smart glasses will exceed 2 billion yuan by 2029 [1] - Despite growth, the industry faces challenges such as limited content sources, slow application updates, and subpar user experience [1][2] - The AI glasses are seen as the next generation of "human-centered" service interfaces, highlighting the need for stronger software and hardware infrastructure [2] Company Developments - Yingmu Technology announced the creation of an open AI+AR industry ecosystem platform called Yingmu World, in collaboration with Ant Group and Tencent [2] - The company aims to transition smart glasses from functional devices to fashionable lifestyle products through partnerships and an open approach [2] - Yingmu Technology is recognized as one of the earliest manufacturers to achieve mass production of wireless consumer-grade AR glasses, holding over 85% market share alongside three other companies [3] Financial Milestones - In July 2024, Yingmu Technology completed a B+ round financing exceeding 150 million yuan, with investments from multiple firms [4] - The company relocated its headquarters from Shenzhen to Chengdu as part of its growth strategy, aiming to build a comprehensive metaverse ecosystem in collaboration with internet companies [3]

| 音本信号 3 | 法律听讼 | 经营风险 | 준물(블럼 公 | | --- | --- | --- | --- | | 法定代表人 | 郑 郑超然 | 登记状态 ② | 开业 | | | | 成立日期 | 2025-10-15 | | 统一社会信用代码 ② | 91610131MAEXBD4R4N | 注册资本 ② | 1000万人民币 | | 工商注册号 | | 纳税人识别号 2 | 91610131MAEXBD4R4N | | 营业期限 | 2025-10-15 至 无固定期限 | 纳税人资质 | | | 促求型 | 有限责任公司(自然人投资或控股的法人 独资) | 行业 | 软件和信息技术服务业 | | 参保人数 | | 英文名称 | | | 登记机关 | 西安市市场监督管理局高新区分局 | 注册地址 ② | 陕西省西安市高新区天谷八路 | | 经营范围 ♡ | | 一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；数字技术服务；软 | | | | | 信息技术咨询服务：咨询策划服务：社会经济咨询服务。 除依法须经批准的项目外，凭营业执照依 | | 每经AI快讯，天眼查工商信息 ...

Core Insights - Ant Group has released and open-sourced a trillion-parameter thinking model named Ring-1T [1] - Tencent has open-sourced a general text representation model called Youtu-Embedding [1] - NVIDIA's AI supercomputer DGX Spark™ has been officially delivered [1] - Microsoft has launched an image generation model named MAI-Image-1 [1] - Broadcom is set to introduce an AI network chip called "Thor Ultra" [1] - Oracle Cloud Infrastructure plans to deploy 50,000 AMD AI chips in the second half of 2026 [1] - Google has announced a $15 billion investment over the next five years to build AI data centers in India [1] - Salesforce and OpenAI have announced a deepened collaboration, allowing enterprises to access Salesforce's Agentforce 360 platform within ChatGPT [1]

记者丨见习记者王达毓 翁榕涛 编辑丨蒋韵 10月13日，耀才证券收盘价报收于11.73港元，涨幅34.52%，盘中最高涨幅37.84%。14日，耀才证券高 开后突然跳水，截至10时左右，跌幅扩大至8%。 南方财经记者注意到，此次的要约收购方是蚂蚁集团全资子公司。要约完成后，蚂蚁集团将以停盘前股 价溢价17.6%的成本持有耀才证券50.55%的股权，并将获得耀才证券持有香港证监会颁发的1、2、4、 5、6、9 号全业务牌照，覆盖证券交易、期货咨询、资产管理等核心领域，补全蚂蚁跨境金融资质缺 口。 此前4月25日，耀才证券公告，蚂蚁集团全资子公司上海云进计划以3.28港元/股的价格，收购耀才证券 控股股东新长明控股持有的50.55%公司股份，总对价约为28.14亿港元。 要约收购完成后，耀才证券股权结构图 南方财经记者制图 在业内人士看来，此次收购是蚂蚁集团布局国际业务的关键一步，耀才所持牌照助力蚂蚁扩展其超300 万香港用户的全球财富管理业务。 事实上，内地企业寻求香港金融牌照并非个例。 10月9日，越秀集团完成对香港人寿的全资控股。香港人寿原股东包括亚洲保险、创兴银行、招商永隆 银行、华侨永亨银行、上海商业银 ...

Core Viewpoint - The acquisition of Yao Cai Securities by Ant Group has been approved by the Hong Kong Securities and Futures Commission, leading to a significant stock price increase of 34.52% for Yao Cai Securities despite a decline in the Hang Seng Index [1][2]. Group 1: Acquisition Details - On April 25, Yao Cai Securities announced that Shanghai Yunjin, a subsidiary of Ant Group, made a tender offer to acquire Yao Cai Securities at a price of HKD 3.28 per share, totaling approximately HKD 28.14 billion for about 50.55% of the shares [2]. - The acquisition is pending approval from the National Development and Reform Commission of China, with Yao Cai Securities actively communicating with the commission [3]. Group 2: Company Background and Services - Yao Cai Securities was founded in 1995 by Ye Maolin and offers services including stock trading, margin financing, securities custody, futures and options trading, and leveraged forex trading [4]. - The company is known for its low commission rates, having significantly reduced its commission from 0.25% to 0.05% after the government abolished the minimum commission system in 2003 [4]. Group 3: Future Prospects - The acquisition is expected to drive future business growth for Yao Cai Securities, facilitating its digital transformation and enhancing its operational capabilities [4]. - Ant Group expresses confidence in the long-term economic development of mainland China and Hong Kong, believing that the integration of technology and wealth management will create substantial market opportunities [4].

10月13日，AI硬件公司未来智能宣布完成亿元级A轮融资，由蚂蚁集团领投，启明创投超额跟投。这是该公司继今年1月Pre A轮、4月Pre A+轮后的第三次融 资。公司方面透露，本轮资金将投向三个领域：AI办公硬件产品线扩充、海外品牌viaim建设以及AI Agent技术研发。 从融资节奏来看，未来智能在不到一年时间内完成三轮融资，累计融资规模持续扩大。这在当前投资环境趋于谨慎的背景下，反映出投资机构对其商业模式 和成长潜力的认可。 聚焦办公场景，跑通商业化"最后一公里" 当前AI行业面临的核心问题是如何将技术能力转化为可持续的商业模式。未来智能通过"AI+耳机"聚焦"办公场景"的定位，在产品技术与商业价值之间建立 了相对清晰的连接路径。 拓展海外市场，构建多终端生态 海外市场开拓是本轮融资的重点投向之一。2024年，未来智能以中国香港、新加坡为试点启动出海计划。今年1月在CES展会上推出品牌"viaim"，首期聚焦 北美与亚太市场。此后公司加快扩张节奏：7月产品进入中东市场，9月在IFA展会上宣布计划进军欧洲。 据公司披露的销售数据，今年1月至7月，viaim品牌AI耳机在北美市场销量增长7.2倍，亚太区整体 ...

Core Insights - Ant Group has officially announced the open-source release of dInfer, the industry's first high-performance inference framework for diffusion language models [1][5] - dInfer demonstrates a significant improvement in inference speed, achieving a 10.7 times increase compared to NVIDIA's Fast-dLLM framework, and reaching a speed of 1011 tokens per second in the HumanEval code generation task [1][4] - The framework addresses key challenges in diffusion language model inference, including high computational costs, KV cache failures, and parallel decoding [1][2] Summary by Sections - **Performance Metrics** - dInfer achieves an average inference speed of 681 tokens per second, compared to 63.6 tokens per second for Fast-dLLM, marking a 10.7 times improvement [4] - When compared to the AR model Qwen2.5-3B, dInfer's average inference speed is 2.5 times faster, at 681 tokens per second versus 277 tokens per second [5] - **Technical Architecture** - dInfer is designed with a modular architecture that includes four core components: Model, KV-Cache Manager, Iteration Manager, and Decoder, allowing developers to customize and optimize their configurations [2] - Each module integrates targeted solutions to overcome the three main challenges faced by diffusion language models [2] - **Industry Impact** - The launch of dInfer signifies a critical step in transitioning diffusion language models from theoretical feasibility to practical efficiency, connecting cutting-edge research with industrial applications [5] - Ant Group invites global developers and researchers to explore the potential of diffusion language models, aiming to build a more efficient and open AI ecosystem [5]

Core Insights - Ant Group has officially open-sourced the industry's first high-performance diffusion language model inference framework, dInfer, which significantly enhances the efficiency of diffusion language models [1][2] Performance Metrics - dInfer achieves a 10.7 times improvement in inference speed compared to NVIDIA's Fast-dLLM framework, with average transactions per second (TPS) increasing from 63.6 to 681 [1] - In the HumanEval code generation task, dInfer reaches a speed of 1011 tokens per second in single-batch inference, surpassing autoregressive models for the first time in the open-source community [1] - When compared to the vLLM framework running the Qwen2.5-3B model, dInfer's average inference speed is 2.5 times faster, with 681 TPS versus 277 TPS [1] Industry Impact - The launch of dInfer marks a critical step in transitioning diffusion language models from theoretical feasibility to practical efficiency, connecting cutting-edge research with industrial application [2] - Ant Group invites global developers and researchers to explore the vast potential of diffusion language models, aiming to build a more efficient and open AI ecosystem [2]