苹果计划2026年推出智能眼镜；谷歌发布1800元/月的最贵AI"全家桶"。 OpenAI超460亿元买下前苹果首席设计团队 北京时间5月22日，OpenAI在其官网宣布，将以65亿美元（约为人民币468亿元）收购前苹果首席设计 师乔纳森·艾维（Jony Ive）创办的AI硬件初创公司io，并透露首批AI设备计划于2026年面世。这笔收购 预计在今年夏季完成，仍需获得监管部门批准。如若成功这会是OpenAI规模最大的一笔收购，意味着 硬件仍是OpenAI计划中重要的一环。 5月21日，谷歌在2025年I/O开发者大会上，发布了从图像、视频模型，到AI搜索、AI智能体、AI电影制 作工具，再到头显和XR 眼镜的一系列更新。在上新后，谷歌发布了 "AI全家桶"套餐谷歌AI Ultra，这 一套餐涵盖了目前谷歌最好的模型、突破性的Veo 3模型、Deep Think 2.5 Pro等高级功能的体验以及30T 的云存储，收费是每月249.99美元（约合人民币1800元），这一套餐比OpenAI旗下最贵套餐ChatGPT Pro还贵近50美元。谷歌同时也推出了入门套餐AI Pro，19.99美元/月。 点评：谷歌Lab ...

业 及 产 业 计算机 2025 年 05 月 24 日 Robotaxi 盈利弹性来源！AI 产业 行 业 研 究 / 行 业 点 评 相关研究 行 《算力当前三大关注！ ——计算机行业周 报 20250512-20250516 》 2025/05/17 《鸿蒙电脑 5 月 19 日正式问世！美股 Tempus AI FY25Q1 超预期！—— 计算机 行业周报 20250506-20250509 》 2025/05/10 证券分析师 黄忠煌 A0230519110001 huangzh@swsresearch.com 洪依真 A0230519060003 hongyz@swsresearch.com 胡雪飞 A0230522120002 huxf@swsresearch.com 刘洋 A0230513050006 liuyang2@swsresearch.com 研究支持 崔航 A0230524080005 cuihang@swsresearch.com 徐平平 A0230123060004 xupp@swsresearch.com 曹峥 A0230525040002 caozheng@swsresear ...

With a background as an RN and an MBA, Stephen analyzes healthcare and tech stocks by combining clinical insight with rigorous valuation methods. He specializes in scenario-based DCF modeling, sensitivity analysis, and Monte Carlo simulations to uncover asymmetric risk-reward. His focus is on translating complex science and market dynamics into actionable investment theses. His influences include Superforecasting and Fooled by Randomness.Stay up to date with Stephen's latest thoughts and investment insights ...

以下文章来源于爱范儿 ，作者发现明日产品的 爱范儿 . 关注明日产品的数字潮牌 本文来自微信公众号： 爱范儿 （ID：ifanr） ，作者：马扶搖，题图来自：AI生成 两周前，伴随着谷歌意外泄露的博文，结构活泼、色彩鲜明的Material Design 3 Expressive着实让大 家兴奋了一把，虽然伴随着一些小小的争议，这个更加年轻化的风格还是收获了不错的评价。而今年 iOS 19将同样迎来传言中界面设计的大改，Android与iOS再一次双双站在了十字路口面前。 趁着5月20日Android 16 QPR1 Beta 1的上线，我们第一时间将手里这台Pixel 9 Pro刷了上去，争取 尽早带大家看一看Material Design 3 Expressive加持下的新系统有什么动人之处——只不过必须要先 泼一盆冷水：目前QPR1 Beta 1所带来的新东西，恐怕很难让大家兴奋起来。 然而这个更改图标的功能在Android 12测试版中被移除，往后我们所习惯的就都是这个源于Android 10的带有描边的状态栏图标了： 在最新版本的Android 16中，这个陪伴我们五年多的图标风格还是迎来了退位，取而 ...

Core Viewpoint - The artificial intelligence industry is experiencing significant growth, presenting attractive investment opportunities despite inflated valuations in some tech companies due to AI hype [1] Group 1: Investment Opportunities - Taiwan Semiconductor Manufacturing (TSMC), Super Micro Computer (Supermicro), and Alphabet (Google's parent company) are identified as potential AI investment bargains due to their lower price-to-earnings (P/E) ratios compared to Nvidia [2] - The global economic uncertainty, particularly from tariff policies, has pressured the share prices of these companies, but the long-term growth potential in AI remains promising [4] Group 2: Company-Specific Insights Taiwan Semiconductor Manufacturing (TSMC) - TSMC is a leader in manufacturing chips for AI tasks, with 3-nanometer (nm) chips contributing 22% of its $25.5 billion first-quarter revenue, up from 9% the previous year [6] - The company achieved a 35% year-over-year sales growth in Q1, with a gross margin increase to 58.8% from 53.1% [7] - TSMC forecasts Q2 revenue between $28.4 billion and $29.2 billion, representing at least a 37% increase from the prior year's $20.8 billion [8] - The company received $6.6 billion in federal funding under the CHIPS Act to build semiconductor facilities in the U.S., positioning it for long-term growth [9] Super Micro Computer (Supermicro) - Supermicro specializes in servers and data storage solutions for AI systems, with Q3 fiscal 2025 revenue reaching $4.6 billion, a 19% increase year-over-year [10] - Despite growth, revenue fell short of the $5 billion forecast due to customer purchasing delays [11] - The AI market is projected to grow from $184 billion in 2024 to $826 billion by 2030, which could benefit Supermicro in the long run [12] - The company expects to close fiscal 2025 with sales between $21.8 billion and $22.6 billion, a significant increase from $14.9 billion the previous year [12][13] Alphabet (Google) - Alphabet invested $52.5 billion in capital expenditures last year to enhance its AI systems, integrating AI into all products with over 500 million users [14] - Q1 revenue reached $90.2 billion, up from $80.5 billion in 2024, driven by double-digit growth in its search engine and Google Cloud [15] - Waymo, Alphabet's self-driving car service, now provides over 250,000 rides per week, a fivefold increase from the previous year [16] - Despite facing antitrust challenges, Alphabet has opportunities to appeal, which may mitigate short-term impacts on its business [17] Group 3: Market Outlook - The current market conditions have created a buying opportunity for long-term investors in TSMC, Supermicro, and Alphabet, as their valuations are compelling amidst the ongoing expansion of the AI market [18]

Group 1: Market Overview - The long-term bond auctions in the US and Japan faced significant demand issues, raising concerns about the global bond market and the potential for a "scramble" between US and Japanese bonds [4][5][6] - The US 30-year Treasury yield exceeded 5.15%, marking the highest level since 2007, while Japan's 30-year and 40-year bond yields reached historical highs of 3.19% and 3.7% respectively [6][13] - The auction results indicated a decline in demand, with the bid-to-cover ratio for the US 20-year bond dropping to 2.46, the lowest since February [7][8] Group 2: Dollar and Credit Rating Concerns - There is a historical peak in bearish sentiment towards the US dollar, with options traders showing significant pessimism about its future performance [16][20] - The market anticipates a potential downgrade of the US sovereign credit rating by six levels to BBB+, reflecting concerns over rising public debt and economic policies [22][24] - The dollar index has fallen approximately 10% from its yearly high, with net short positions reaching $17.32 billion, indicating a lack of confidence in the dollar [20][16] Group 3: Corporate Developments - Major tech companies like Nvidia, Google, and Microsoft are intensifying competition in AI, with Nvidia launching NVLink Fusion and Google unveiling the Gemini model [48][51][57] - Nvidia's new products include the GB300 chip, which boasts significant performance improvements, and advancements in AI applications for autonomous vehicles [52][54] - Microsoft introduced GitHub Copilot as an intelligent programming partner, enhancing its capabilities for developers [59] Group 4: International Trade Tensions - President Trump proposed a 50% tariff on EU goods starting June 1, citing unfair trade practices, which led to significant declines in European stock indices [34][35] - The EU is preparing to respond to US tariffs, emphasizing the need for mutual respect in trade negotiations [35] - Trump's comments also targeted Apple and Samsung, suggesting tariffs on foreign-manufactured products unless they establish production in the US [34][35]

Group 1 - Alphabet has established a strong position in the tech industry, particularly through its advancements in artificial intelligence over the past year [1] - The company has introduced its own AI models and in-house designed chips, enhancing its capabilities in the AI sector [1] - Alphabet's initiatives include the launch of an "AWS Certified AI Practitioner Early Adopter" program, indicating a strategic move to integrate AI with cloud services [1] Group 2 - The article highlights the author's expertise in AI and machine learning, emphasizing the importance of practical experience in the deployment and maintenance of AI tools [1] - The author is pursuing advanced AWS machine learning certifications, showcasing a commitment to furthering knowledge in AI technologies [1] - The insights shared are intended to provide an investment-focused perspective on AI and machine learning developments [1]

"此次活动让我们真切感受到大湾区协同发展、相互赋能的浓厚氛围。"江门市江海区经济促进局副局长冯家斌说，"像今 天这样的对接活动，正是江门企业梦寐以求的，它为企业出海提供了独一无二的关键接口与畅通通道。" 据了解，此次活动由深圳企业海外综合服务平台——前海出海e站通携手宝安区企业服务中心、南山区全球服务中心联合 主办，旨在为粤港澳大湾区企业搭建通向世界的桥梁。 近年来，前海在跨境电商领域发展势头迅猛。2024年，前海跨境电商进出口总额突破1200亿元，同比增长104%，展现出 强大的发展活力。 活动现场，亚马逊、谷歌、雨果跨境、遥望、星莱云创等行业巨头纷纷登场分享干货。 针对企业出海面临的市场信息不对称、流量获取成本高、品牌本地化运营难、供应链整合效率低等痛点问题，各机构后续 将为企业提供站点运营指导、红人营销支持、跨境物流优化、合规资质办理等精准服务。 众多参会企业在活动中收获满满。专注蛋品线上交易的深圳乘乘控股集团负责人表示，该企业对前海出海e站通的服务能 力给予高度评价，期望在获取海外市场信息、外贸政策指导、出口资质办理等方面得到持续助力。 前海出海平台相关负责人表示，未来，前海出海e站通将聚焦药械、建材 ...

2025.05. 23 本文字数：1870，阅读时长大约4分钟 作者 | 第一财经 吕倩 大模型时代，几乎每次谷歌大会前夕，OpenAI都会以新品"狙击"其发布节奏。但此次，由于OpenAI 备货不足，GPT-5尚未完成，Anthropic接棒了这项"任务"。 当地时间5月22日，谷歌I/O大会结束次日，Anthropic发布 Claude 4 系列大模型，包括旗舰版 Claude Opus 4 与普适版Claude Sonnet 4，直接冲击谷歌Gemini 2.5 Pro在编程领域的热度。 刷新AI编程模型热度 由OpenAI 前员工们创立至今，逐渐发展为OpenAI最大竞品之一的Anthropic，主要定位为安全优先 的AI解决方案提供商，专注于企业级市场，在混合推理模型与编程能力方面具备一定行业优势。此 次新模型产品进一步加深其在编程领域的影响力。 技术层面，据Anthropic方面表示，Claude Opus 4作为编码模型，在复杂、长时间运行任务和智能 体工作流中拥有持续的高性能；Claude Sonnet 4是Sonnet 3.7 的升级版，提供更强的代码和推理 能力，同时更精确地响应用户指令。 ...