Market Performance - The three major U.S. stock indices showed mixed performance on September 3, with the Dow Jones down 0.01%, the Nasdaq up 0.75%, and the S&P 500 up 0.43% [3] Company News - Google shares rose over 7% after a U.S. judge ruled that Google does not need to sell its Chrome browser and is not required to divest its Android operating system [9] - Apple shares increased by more than 3% as Bank of America raised its price target for Apple from $250 to $260 [4] - Macy's stock surged over 14% following a strong second-quarter earnings report and an upward revision of its annual guidance [4] - Nvidia clarified rumors regarding its H100 and H200 GPUs, stating that supply is sufficient to meet demand [8] - Tesla released its "Master Plan Part IV," focusing on integrating artificial intelligence into the physical world, moving beyond just electric vehicles [8] - Apple announced its annual fall product launch event scheduled for September 9, where the iPhone 17 series is expected to be unveiled [8]

每日经济新闻综合智通财经、公开消息 此外，谷歌计划于9月开庭应对美国司法部的另一宗诉讼，该案中法官已裁定谷歌在在线广告技术领域 持有非法垄断地位，届时将决定补救措施。美国司法部对谷歌的两起诉讼，是美国两党针对大型科技公 司发起大范围打击行动的一部分，行动始于特朗普总统的第一任期，涉及Meta Platforms、亚马逊及苹 果。 北京时间9月3日晚，谷歌公司股价盘初大涨7%，刷新历史新高，总市值达到2.75万亿美元。截至发 稿，谷歌A股价涨超8%，报229.18美元，总市值达到了2.77万亿美元。 | 谷歌Ａ | | | | | --- | --- | --- | --- | | GOOGL US 空 L1-标 | | | | | 229.400 昨收 211.350 | 16.91 量比 229.180 | | | | 224.790 市值 2.77万亿 换 | 0.43% | | | | 17.830 8.44% 开 | 226.210 市盈 23.97 额 56.52亿 | | | | 同在腰 | 异动解读: 反垄断案胜诉+AI需求强劲+搜索... ● × | | | | 语语 | | | | | 日 ...

Core Viewpoint - Google's stock surged over 7% to $226.77 following a favorable ruling in the antitrust case "United States v. Google," where the court decided against requiring the company to divest its Chrome browser or split its Android operating system [1] Group 1 - The U.S. District Court for the District of Columbia, presided by Judge Amit Mehta, announced remedial measures in the antitrust case against Google [1] - The court ruled that Google is not required to divest its Chrome browser or split its Android operating system, which was a significant concern for the market [1] - The court also dismissed the prosecution's requests regarding these measures, indicating a more favorable outcome for Google than previously anticipated [1] Group 2 - Google is allowed to continue paying Apple to keep its search engine as the default option on Apple devices, although the court retains the right to revisit this arrangement in the future [1] - Additionally, Google is not prohibited from paying distribution partners to pre-install Google Search, Chrome, or its generative AI products, further easing market concerns [1] - The overall market interpretation of the ruling is that the negative implications have been largely mitigated, with restrictions being less severe than expected [1]

Market Performance - The three major U.S. stock indices opened mixed, with the Nasdaq up by 0.85%, the S&P 500 up by 0.41%, and the Dow Jones down by 0.08% [1][2] - Notable stock movements include Google (Alphabet) rising over 7%, Macy's increasing over 14%, and Apple gaining more than 3% [1] Commodity Prices - Spot silver has surpassed $41 per ounce, increasing by over 0.5%, marking a new high since 2011 [3] - Spot gold has reached above $3550 per ounce for the first time, achieving a year-to-date increase of over 35% [4] Pre-Market Activity - Apple saw a nearly 4% increase in pre-market trading [6] - Macy's experienced a pre-market rise of over 10% after the company raised its annual guidance [6] - Alphabet (Google) was up over 6% in pre-market trading following a ruling in its online search monopoly case, which stated that it does not need to divest Chrome and Android systems [6]

Shares of Google’s parent company, Alphabet, rose sharply in premarket trading early on Wednesday. Here's why: https://t.co/igjssNAzS4 https://t.co/MzzJbiflt8 ...

智通财经APP获悉，Wedbush指出，美国联邦法官在搜索协议反垄断案件中的裁决对 Alphabet(GOOGL.US)和苹果(AAPL.US)而言是一场"重大胜利"。Wedbush维持了对苹果"跑赢大盘"的评 级，并将其目标股价定为 270 美元。Wedbush也维持对谷歌的"跑赢大盘"评级，但将目标价从 225 美元 上调至 245 美元。 美国法官未禁止苹果与谷歌利润丰厚的搜索协议，该协议每年为iPhone制造商带来约200亿美元的收 入。尽管法官Amit Mehta在一起反垄断案中裁定谷歌不得签订互联网搜索独家协议，但允许其与浏览器 开发商达成默认搜索引擎协议。 由Daniel Ives领导的分析师表示："谷歌和苹果刚刚从法院获得重大胜利，法院裁定这两家巨头之间正 在进行的 200 亿美元的搜索业务协议将继续有效，不会被以当前形式禁止。这一案件曾给苹果的股票蒙 上了一层阴影，同时投资者担心谷歌可能会被迫拆分 Chrome 浏览器，或者被迫终止与苹果的搜索协 议，这种情况有可能会发生。" 分析师们表示："我们认为，接下来市场的关注焦点将会转向谷歌相对于大型同行公司的定位情况。我 们强调，谷歌的股票价格一 ...

智通财经APP获悉，周三，谷歌(GOOGL.US)涨逾7%，报226.77美元。消息面上，周二，美国哥伦比亚 特区联邦地方法院法官Amit Mehta公布了在"美国诉谷歌"反垄断案中的补救措施。美法院裁定，谷歌无 需剥离旗下Chrome浏览器，也无需分拆安卓操作系统，同时继续驳回检方的相关要求。谷歌也未被禁 止向苹果支付费用，以确保其搜索仍为苹果设备的默认选项，但法院保留未来重新审视该安排的权利。 此外，谷歌也未被禁止向分销合作伙伴支付费用，以预装Google Search、Chrome或其生成式AI产品。 市场对裁决结果普遍解读为"利空出尽"，限制性措施远小于此前预期。 ...

每经AI快讯，9月3日，谷歌公司股价盘初大涨7%，刷新历史新高，总市值达到2.75万亿美元。 （文章来源：每日经济新闻） ...

谷歌涨超7%，梅西百货涨超14%。 19:44 苹果美股盘前涨近4%。 19:12 梅西百货盘前涨超10%，此前公司上调年度指引。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | 45259.28 | -36.53 | -0.08% | | 纳斯达克指数 | 21461.19c | 181.56 | 0.85% | | 标普500 | 6441.60 | 26.06 | 0.41% | 21:09 现货白银突破41美元/盎司，涨逾0.5%，续创2011年以来新高。 21:00 现货黄金首次站上3550美元 现货黄金首次升至3550美元/盎司上方，再创历史新高，年内累涨逾35%。 （更新中） 21:30 美股开盘｜三大指数涨跌不一 谷歌涨超7% 美股三大指数开盘涨跌不一，纳指涨0.85%，标普500指数涨0.41%，道指跌0.08%。谷歌涨超7%，梅西百货涨超14%，苹果涨逾3%。 16:03 Alphabet盘前涨超6%，谷歌在线搜索垄断案裁定出炉，无需剥离Chrome和安卓系统。 ...

Quantitative Models and Construction Methods Model Name: Jet-Nemotron - **Model Construction Idea**: The model is built using an innovative post-neural architecture search method, focusing on optimizing pre-trained Transformer models[15][16] - **Model Construction Process**: - Start with a pre-trained full-attention model and inherit its multi-layer perceptron weights - Use PostNAS method to determine the optimal placement of full-attention layers by training a "one-time" super network - Evaluate various linear attention modules and select Gated DeltaNet as the base, then design the JetBlock module with dynamic causal convolution kernels - Perform hardware-aware architecture search to ensure efficiency in real hardware deployment[16][17][19] - **Model Evaluation**: The model demonstrates significant performance and efficiency improvements, setting a new benchmark for linear attention design[20][22] Model Backtest Results Jet-Nemotron - **MMLU Accuracy**: 49.6[19] - **Common Sense Reasoning Accuracy**: 62.0[19] - **Throughput Improvement**: 47 times compared to Qwen3-1.7B-Base[19] - **Cache Size Reduction**: Reduced to one forty-seventh of the original size[19] Quantitative Factors and Construction Methods Factor Name: RLCF (Reinforcement Learning from Checklist Feedback) - **Factor Construction Idea**: Use dynamically generated checklists to evaluate model responses, providing a more effective alignment method compared to traditional reward models[48][49] - **Factor Construction Process**: - Define checklist core features: each item must be a verifiable yes/no question - Generate checklists using direct and candidate methods - Sample candidate response pairs from the base policy - Score each checklist item using AI judges and verification programs - Calculate weighted average scores and filter significantly different response pairs - Train using direct preference optimization[49][51][52] - **Factor Evaluation**: The method shows stable improvement in instruction adherence across various benchmarks, particularly excelling in handling "content" constraints[51][52] Factor Backtest Results RLCF - **IFEval Improvement**: 2.8-3.0%[51] - **FollowBench Constraint Satisfaction Level**: 8.2% improvement[51] - **InFoBench Overall Requirement Adherence Rate**: 6.9% improvement[51] - **Content Constraint Hard Satisfaction Rate**: 6.4 percentage points higher than baseline[51]