Core Viewpoint - LAURION Mineral Exploration Inc. is proposing a flow-through private placement to raise approximately $1.6 million by issuing up to 4,848,485 flow-through units at a price of $0.33 per unit [1][2] Group 1: Private Placement Details - The flow-through units will consist of one common share and one-half of a common share purchase warrant, with each warrant allowing the purchase of one non-flow-through common share at $0.39 for 24 months [2] - The proceeds from the private placement will be allocated to eligible Canadian exploration expenses at the Ishkõday Project, focusing on advancing the 2026 drill program [3] - The closing of the private placement is subject to TSX Venture Exchange approval and is expected to occur around December 19, 2025 [4] Group 2: Project Focus and Strategy - The exploration strategy will include systematic in-fill and step-out drilling to define continuity of known mineralized envelopes and test extensions where mineralization converges [3] - The Ishkõday Project is a 100% owned mid-stage project with a focus on gold and base metal mineralization [7] - The company aims to maximize shareholder value through its exploration activities and is positioned as a potential acquisition target [8] Group 3: Company Overview - LAURION is a mid-stage junior mineral exploration and development company listed on TSXV and OTCPINK, with 274,097,283 outstanding shares, 73.6% of which are controlled by insiders [6] - The company emphasizes the exploration and development of its flagship Ishkõday Project, which spans 57 km² [7]

Core Insights - Platinum International Technology Fund reported a 6% increase in Q3 2025, primarily due to strong performance from AI-oriented holdings [1] - The fund allocates approximately 30% of its investments in AI infrastructure stocks, positioning itself to benefit from significant investments in AI development [1] Company Performance - Alphabet Inc. (NASDAQ:GOOG) achieved a one-month return of 5.03% and a remarkable 61.84% increase over the past 52 weeks, closing at $307.73 per share with a market capitalization of $3.715 billion on December 16, 2025 [2] - In Q3 2025, Alphabet Inc. reached its first-ever $100 billion in revenue, indicating strong financial performance [4] Market Position and Trends - Despite Alphabet Inc. maintaining the largest share in the search engine market, its share of total search queries has fallen below 70%, attributed to increased user engagement with OpenAI and the rise of generative AI content [3] - Alphabet Inc. ranks 7th among the 30 Most Popular Stocks Among Hedge Funds, with 186 hedge fund portfolios holding its stock at the end of Q3 2025, up from 178 in the previous quarter [4] Investment Outlook - While Alphabet Inc. is recognized for its potential as an investment, the company believes that certain AI stocks may offer greater upside potential and lower downside risk [4]

证券日报网讯 12月17日，晶晨股份在互动平台回答投资者提问时表示，公司与谷歌拥有十余年的深度 合作基础，在人工智能领域，双方协同聚焦于谷歌端侧大模型Gemini的硬件生态落地，相关合作成果已 在2025年第三季度报告中披露。公司推出了适配Gemini的智能音箱、智能可视化门铃、室内及室外智能 摄像头等多款新产品，助力谷歌的智能家居产品整体向内嵌端侧大模型能力的新一代产品升级，进一步 激活存量市场需求。当前端侧智能技术渗透率持续提升，正不断催生新的应用形态与场景，公司也将持 续挖掘端侧智能的应用潜力。 （文章来源：证券日报） ...

得注意的是，中国上榜企业呈现多元发展特征，金融服务、能源和消费品三大行业稳居前列，宁德时代领衔全球 储能行业，小米跻身消费电子领域全球领先阵营，腾讯、字节跳动则与国际巨头共同主导全球娱乐行业发展，在 多个细分领域占据全球领先地位。 本次榜单还呈现出诸多值得关注的行业与区域趋势：从行业分布来看，金融服务以 249 家上榜企业居首，能源 （119 家）、生命健康（73 家）紧随其后，而人工智能相关领域的企业价值增长最为显著，目前榜单上已有 11 家 价值万亿美元的人工智能相关企业，远超 2020 年的 4 家；从城市维度来看，北京以 53 家上榜企业的规模蝉联全 球第一，较上年新增 5 家，东京（47 家）与纽约（40 家）分列二三位，上海（16 家）、深圳（15 家）、孟买 （17 家）等亚洲金融中心通过显著的价值增长巩固了自身地位；从企业属性来看，千强企业中有 10% 为非上市 公司，OpenAI、字节跳动、SpaceX 等成为全球最具价值的未上市企业代表，展现了非上市企业在创新领域的强 劲活力。 此外，榜单还反映出全球企业价值创造的 "头部聚集" 特征：价值超 1000 亿美元的企业从 5 年前的 115 ...

Investment Rating - The report maintains an "Overweight" rating for the computer industry [1] Core Viewpoints - The industry is experiencing rapid advancements in AI models, with significant updates from major players like OpenAI and Zhiyuan, indicating a strong trend towards commercialization of AI applications [3][4] - The recent performance of the computer index has lagged behind major indices, suggesting a need for cautious optimism in the short term [2] Summary by Sections Market Review - In the past week (December 8-12), the Shanghai Composite Index fell by 0.34%, while the ChiNext Index rose by 2.74%. The computer index dropped by 1.14%, underperforming the Shanghai Composite by 0.80 percentage points and the ChiNext by 3.88 percentage points [2] Weekly Insights - OpenAI launched the new GPT-5.2 model, enhancing capabilities in information retrieval, writing, translation, and programming tasks, with improved performance in enterprise applications [3] - Zhiyuan released the GLM-4.6V series of multimodal models, significantly increasing context window size and integrating tool invocation capabilities into visual models [3] AI Application Acceleration - Google introduced the Gemini Deep Research AI agent, marking a significant step towards industrial application of AI with enhanced web search capabilities [4] - Zhiyuan also launched the AutoGLM model, which can operate mobile applications, indicating a shift towards more interactive AI agents [4] - Alibaba restructured its business to focus on creating a super app, aiming to become a primary AI assistant across various platforms [4] Investment Recommendations - Suggested companies to watch include those in computing power such as Cambrian, Haiguang Information, and Zhongke Shuguang, as well as AI application firms like Kingsoft Office and iFlytek [8]

Key Points Alphabet's rise in 2025 is due to low expectations entering the year. Alphabet could open a new business unit in 2026. 10 stocks we like better than Alphabet › Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has been one of the best big tech stocks to own in 2025. Its stock has risen 65% so far in 2025, outperforming nearly all of its big tech peers, like Apple, Microsoft, Amazon, and even Nvidia. However, after a great 2025, some investors may be a bit more concerned about what 2026 will hold. A ...

来源：新浪科技 【#谷歌高管称天价估值正助长AI泡沫#】谷歌 DeepMind 联合创始人兼 CEO 德米斯・哈萨比斯对当前 AI 创业热潮发出了清醒提醒。德米斯・哈萨比斯认为，部分现象已经显露出不可持续的迹象。#试点探 索AI考试命题阅卷# 在最新一期《Google DeepMind：The Podcast》播客节目中，哈萨比斯直言，AI 融资环境中正在积累泡 沫，尤其是一些尚未真正展开业务的早期初创公司，却以数百亿美元估值完成融资。"你看这样是不是 可持续的？我猜可能不会，至少一般情况下不会。" 哈萨比斯同时强调，需要将这些高估值的种子轮融资与大型科技公司区分开来。哈萨比斯说，大型科技 公司在 AI 基础设施上的巨额投入背后，有真实而成熟的商业基础支撑。 在技术判断上，哈萨比斯认为，AI 在短期内被明显高估，但从中长期看，市场仍然低估了 AI 的真实影 响力。任何重大技术浪潮，都会经历从怀疑到狂热的快速转变，而这种转变往往伴随估值的"过度修 正"。 回顾自身经历，哈萨比斯说，"DeepMind 刚成立时，几乎没人相信它代表的方向。十多年后，AI 已经 成了商业世界里最核心的话题。"而估值被迅速推高，本质上 ...

Core Viewpoint - The company is actively engaging in the development and supply of advanced circuit board solutions, particularly focusing on orthogonal backplanes and high-speed connectors to enhance server performance and meet increasing customer demands [2] Group 1: Product Development - The orthogonal backplane is recognized as a solution to optimize server space and heat dissipation, improving information exchange among computing units in large-scale computing clusters [2] - The company is closely monitoring the market for orthogonal backplanes and has made technical arrangements to support this development [2] Group 2: Supply Chain and Partnerships - The company has entered the NVIDIA and Google supply chain through OEM methods, providing specialized circuit board products necessary for the mass supply of high-speed connectors [2] - The company is actively collaborating with clients to meet rapid growth demands and is involved in the research, testing, and certification of next-generation products [2] Group 3: Business Strategy - The company aims to deepen its presence in its core areas while expanding into emerging sectors, actively promoting business development [2]

Google is expanding its push into consumer finance in India with the launch of a UPI-linked credit card, betting on a country of more than 1.4 billion people where fewer than 50 million currently hold a credit card. On Wednesday, Google entered India’s growing co-branded credit card market with the launch of Flex by Google Pay, partnering with private lender Axis Bank to expand access to credit in the country’s UPI-driven payments ecosystem. India’s rapid adoption of digital payments through the govern ...

格隆汇12月17日丨世运电路(603920.SH)在互动平台表示，正交背板是目前市场提出优化服务器空间及 散热的电路板方案，有效提升大规模算力集群中各计算单元之间的信息交互，对此公司密切关注并作出 技术布局。此外，除了正交背板外，高速连接器也是解决算力集群信息传输的核心部件，公司通过 OEM方式进入NVIDIA 和Google供应链体系，正是批量供应高速连接器所需的专业电路板产品，目前积 极配合客户快速增量需求，同时参与下一代新产品的研发测试认证。公司将继续深耕优势领域，拓展新 兴版块，积极推进业务发展。 ...