谷歌首席执行官桑达尔·皮查伊宣布，未来两年将在美国俄克拉何马州追加投资90亿美元，用于扩建云计算和人工智能(AI)基础设施。 当地时间周三，谷歌首席执行官桑达尔·皮查伊宣布，未来两年将在美国俄克拉何马州追加投资90亿美元，用于扩建云计算和人工智能(AI)基础设施。 据悉，这笔90亿美元的投资将支持在斯蒂尔沃特市建设新的数据中心园区，以及扩建普赖尔现有的基础设施，以提升美国本土AI与云端算力，同时配套 推出教育与人才培养计划。 （来源：谷歌官网） 在大型科技企业竞争日趋激烈之际，面对对AI服务的旺盛需求，它们正加大在新数据中心选址建设和技能培养方面的投入。 谷歌表示，本次投资的一部分已包含在其此前公布的2025年资本支出计划中，其余部分将来源于未来项目。 为帮助当地居民进入相关就业领域，谷歌正与俄克拉何马大学和俄克拉何马州立大学合作，为学生提供关键的AI技能与就业准备培训。谷歌声称，该计 划将为学生、教职员工免费提供谷歌职业证书和相关AI培训课程。 俄克拉何马州州长凯文·斯蒂特表示，这笔90亿美元的投资将对当地社区产生长远影响，他本人对此充满期待。 "想想看，90亿美元的投资，首先是建筑、基础设施等施工岗位，还 ...

Market Overview - The Shanghai Composite Index has surpassed 3700 points, with total market trading volume exceeding 2 trillion yuan, indicating a strong market characteristic and further solidifying the foundation for a slow bull market [1][10] - The market shows clear signs of sector rotation and upward movement, suggesting that holding stocks is advisable in the short to medium term [1][10] Economic Data - The National Bureau of Statistics released the national economic operation data for July [2] - The U.S. Producer Price Index (PPI) rose by 3.3% year-on-year in July, with a month-on-month increase of 0.9% [6] U.S. Stock Market Performance - The U.S. stock market showed mixed results, with the S&P 500 index slightly up by 0.03%, while the Dow Jones Industrial Average fell by 0.02% [3] - Intel shares surged by 7.4% following reports of potential government investment, while other tech stocks like Amazon and Netflix rose over 2% [3] Chinese Stock Market Performance - The Nasdaq Golden Dragon China Index fell by 2.13%, with major Chinese stocks like Li Auto and Alibaba experiencing declines of over 4% [4] Company Announcements - JD Group reported a second-quarter revenue of 356.7 billion yuan, a year-on-year increase of 22.4%, but net profit decreased to 6.2 billion yuan from 12.6 billion yuan in the same period last year [7] - China Shipbuilding Industry Company announced plans to terminate the listing of China Shipbuilding Heavy Industry Company following a merger [9] - Aimeike's subsidiary REGEN is involved in a significant arbitration case, with claims amounting to approximately 1.6 billion yuan [10]

从要约内容看，Perplexity承诺，将保持浏览器核心代码Chromium的开源属性，未来两年向该项目投入 30亿美元；更关键的是，将继续把谷歌设为默认搜索引擎。Perplexity称，这笔没有股权成分的交易将 维护用户选择权，并缓解未来的竞争担忧。 硅谷正在上演一场价值345亿美元的"蛇吞象"大戏，究竟是营销噱头还是资本运作的商业布局？ 近日，成立仅3年的AI搜索领域初创企业Perplexity向谷歌母公司Alphabet发出收购要约，计划以345亿美 元全现金收购谷歌旗下的Chrome浏览器。这一数字几乎是Perplexity自身180亿美元估值的近两倍。 据悉，长达4年多的谷歌反垄断诉讼案近日将迎来裁决。市场人士分析，Perplexity此举更像是在这一特 殊时点自抬身价的营销策略，而非真实收购意向；谷歌业务被拆分的可能性不大，且搜索是其业务的基 本面，在业务增长已被验证的情况下，达成交易的可能性极低；相比之下，Perplexity成为被收购对象 的可能性更大，此前一直传闻苹果可能成为收购方，以弥补其AI进展的落后。不过，不管这笔交易进 展最终如何，可以确定的是，AI搜索正迎来新的机遇。 反垄断下的收 ...

Group 1 - The S&P 500 and Nasdaq indices reached new historical highs, driven primarily by the strong performance of the AI sector [1] - Analysts have raised earnings expectations for the "seven giants" tech stocks and Broadcom, with average increases of 3.3% and 2.6% for this year and next year, respectively [1] - Major tech companies like Microsoft, Apple, Alphabet, and Meta are expected to see higher earnings growth than the overall S&P 500 by 2025 [1] Group 2 - The second quarter earnings season has been deemed successful, with strong performance and upward revisions in earnings expectations for large tech stocks [2] - Without the boost from generative AI, the S&P 500's increase this year could have been only 3% to 4%, rather than the current 10% [2] - Nvidia, Microsoft, Meta, and Broadcom together account for 21% of the S&P 500's weight and contributed 60% of the index's gains for 2025 [2] Group 3 - The current market is susceptible to a decline in enthusiasm for AI-related tech stocks, which could lead to a significant drop in the S&P 500 if investor sentiment turns negative [3] - Historical context suggests that the bursting of the internet bubble did not solely cause the economic downturn, as other factors like the 9/11 attacks played a role [3] - Despite potential policy uncertainties, the U.S. economy may remain resilient, possibly experiencing a mild stagflation scenario [3]

今天分享的是：量子专题：2025中国量子计算产业市场现状及发展前景研究报告 报告共计：57页 该报告围绕中国量子计算产业展开，涵盖相关概述、全球及中国行业发展现状、产业链、重点企业和发展趋势等内容。量子计算涉及量子比特、量子模拟、 组合优化等多个方面。全球范围内，量子计算发展历程丰富，谷歌推出量子芯片Willow，解决量子纠错难题且性能出色；IBM推出云端量子计算服 务"Quantum Experience"，还在量子纠错技术上有突破；MIT科学家开发HHL算法，展现出指数级加速；加拿大D-Wave公司发布首款商用量子退火机。中国 也成果显著，"九章"量子计算原型机实现"高斯玻色取样"任务快速求解。中国量子计算行业有产业扶持政策，市场呈现一定发展态势，相关数据涉及不同月 份情况。产业链方面，包含量子比特、读出层等部分，有Google、IBM及本源量子等国内外企业参与。重点企业中，腾讯、华为、中国电科等均有涉足，本 源量子、华翊量子、图灵量子等在量子计算机研发上各有进展，如华翊量子的HYQ-A37和HYQ-B100原型机在量子比特数、囚禁时间等多项指标上表现突 出。行业发展趋势受到关注，智研咨询也涉及相关业务。 ...

Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 2-3X outweighing the downside risk). By leveraging market inefficienci ...

A collaboration between Google and a polling nonprofit will gather five to 10 people each from every congressional district to answer questions about the nation’s most pressing issues. (Illustration: Samantha Lee for Forbes) https://t.co/EOSrvZ3mFS https://t.co/VH0BQ1nJDB ...

今天分享的是：2025中国量子计算产业市场现状及发展前景研究报告 报告共计：57页 该报告围绕中国量子计算产业展开，涵盖相关概述、全球及中国行业发展现状、产业链、重点企业和发展趋势等内容。量子计算涉及量子比特、量子模拟、 组合优化等多个方面。全球范围内，量子计算发展历程丰富，谷歌推出量子芯片Willow，解决量子纠错难题且性能出色；IBM推出云端量子计算服 务"Quantum Experience"，还在量子纠错技术上有突破；MIT科学家开发HHL算法，展现出指数级加速；加拿大D-Wave公司发布首款商用量子退火机。中国 也成果显著，"九章"量子计算原型机实现"高斯玻色取样"任务快速求解。中国量子计算行业有产业扶持政策，市场呈现一定发展态势，相关数据涉及不同月 份情况。产业链方面，包含量子比特、读出层等部分，有Google、IBM及本源量子等国内外企业参与。重点企业中，腾讯、华为、中国电科等均有涉足，本 源量子、华翊量子、图灵量子等在量子计算机研发上各有进展，如华翊量子的HYQ - A37和HYQ - B100原型机在量子比特数、囚禁时间等多项指标上表现突 出。行业发展趋势受到关注，智研咨询也涉及相关业务。整 ...

Core Viewpoint - The article highlights the significant growth potential in the computing hardware sector, particularly in areas such as optical modules, PCB, liquid cooling, and AI chips, driven by increasing demand for AI capabilities and infrastructure [5][6]. Group 1: Market Performance - On August 13, computing hardware stocks experienced a surge, with notable increases in companies like Cambrian, which reached a historical high, and New Yisheng, which rose over 15% [4]. - Several companies, including Honghe Technology and Industrial Fulian, hit their daily limit up, indicating strong market interest and investor confidence [4]. Group 2: Growth Projections - Institutions predict substantial profit growth for several companies in the computing hardware sector, with Huafeng Technology expected to see a net profit increase of 1479%, followed by Hailanxin at 897%, and KOTAI Power at 685% [5]. - Other companies like Shijia Photon and Yongding Co. are also projected to experience significant profit growth, with estimates of 569% and 489% respectively [5]. Group 3: AI Demand and Infrastructure - The release of OpenAI's GPT-5 is anticipated to further stimulate demand for computing power, with improvements in code capabilities and reduced hallucination rates [5]. - Major cloud service providers are expected to continue investing heavily in AI infrastructure, with capital expenditures from Google, Microsoft, Amazon, and Meta projected to reach $159.38 billion in the first half of 2025, marking a 24.4% year-on-year increase [6]. Group 4: Industry Outlook - The AI computing hardware supply chain is expected to maintain high demand, with a forecasted increase in the demand for high-speed optical module products as the industry continues to grow [6]. - The upcoming release of NVIDIA's next-generation AI server chip, GB300, is projected to enhance performance significantly, further driving the need for advanced computing solutions [5].

AI company Perplexity has made a $34.5 billion offer for Google’s Chrome browser, according to multiple outlets.Read more: https://t.co/ADk7jaPS7Y https://t.co/Q64MdNKz5P ...