Big Tech is back in the driver’s seat! The technology sector has been leading the market rally off the early-April lows – with sizable double-digit gains piling up. Here are three ways you can profit, courtesy of top MoneyShow experts.Mike Larson MoneyShow.comBig Tech is SO back. Again.Ever since the stock market bottomed out on April 7, we’ve seen most (though not ALL) of the biggest technology stocks rocket higher. All but two are outperforming smaller-capitalization stocks, as represented by the iShares ...

Core Viewpoint - The U.S. stock market has reached new historical highs, driven by easing geopolitical tensions in the Middle East and positive trade negotiations, alongside growing optimism regarding potential interest rate cuts by the Federal Reserve [2][4][12]. Market Performance - The three major U.S. stock indices, including the Nasdaq and S&P 500, achieved record highs, with the Nasdaq surpassing its December 2024 peak and the S&P 500 exceeding its February 2025 high [4]. - As of June 27, the Dow Jones increased by 0.73%, the Nasdaq by 0.5%, and the S&P 500 by 0.52% [4]. Economic Indicators - The U.S. Commerce Department reported that the core Personal Consumption Expenditures (PCE) price index rose by 2.68% year-over-year and 0.2% month-over-month, slightly exceeding expectations [2][12]. - Following the PCE data release, traders increased bets on the Federal Reserve cutting rates three times by 2025 [13]. Analyst Insights - UBS Wealth Management raised its year-end target for the S&P 500 from 6,000 to 6,200, citing reduced trade tensions and improved expectations for corporate earnings [5][6]. - Analysts noted that the current market rebound is justified, as most large companies are well-positioned to handle tariff impacts [6]. Corporate Performance - Major tech stocks, including Nvidia, Amazon, and Apple, saw significant gains, with Nvidia's market cap surpassing $3.8 trillion [10]. - Nike's stock surged over 16% following its latest quarterly earnings report, which showed revenues of $11.1 billion, a 12% year-over-year decline but still above market expectations [10][11]. Future Outlook - Analysts predict that the current market conditions may lead to a speculative bubble due to the influx of capital driven by rate cut expectations [3][17]. - The market sentiment suggests that tariffs may not be as burdensome as previously thought, indicating a potential recovery [8][9].

Core Insights - Google DeepMind has launched a revolutionary AI tool called AlphaGenome, which significantly advances gene regulation research [2] - AlphaGenome functions as an "AI microscope" capable of interpreting millions of base pairs in DNA sequences and predicting how gene mutations alter molecular functions [2] - This tool is expected to facilitate rapid predictions of genetic changes, potentially leading to new biological discoveries and therapies [2] Applications in Disease Research - In disease research, AlphaGenome can assist scientists in quickly identifying mutations that affect gene regulation, such as those activating oncogenes in leukemia [2][3] Applications in Synthetic Biology - The tool can be utilized in synthetic biology to design DNA sequences that activate specific genes only in targeted cells, enhancing the safety of gene therapies [3] Contributions to Basic Research - AlphaGenome can play a significant role in basic research by mapping the functions of DNA in different cells, helping to construct a complete regulatory network [3] - Although it cannot yet address all complex traits or be used for personal diagnostics, it marks a crucial step towards understanding genes [3] Future Implications - AI tools like AlphaGenome are likely to become new engines for precision medicine and life sciences research, potentially enabling the modification and control of DNA to cure previously untreatable diseases [3]

值得一提的是，智能眼镜在智能穿戴品类中尚处于比较尴尬的位置。以智能手表为例，消费者更习惯于 日常佩戴，尤其在手表加入健康监测、支付和通讯等新功能后，科技应用更能融入生活。相比之下，智 能眼镜能否真正推动和普及，需要更清晰的使用场景以及使用频次更高的消费习惯来支撑。未来，时尚 带来场景感，科技带来基础设施，企业与品牌需要考量的是如何打通两者。 （文章来源：广州日报） 近日有报道称，美国科技巨头谷歌公司已正式签署协议，计划向韩国知名时尚眼镜品牌Gentle Monster 投资约 1450亿韩元，折合1亿美元。据悉，双方将联手开发首款扩展现实XR（Extended Reality）智能 眼镜，引发时尚行业关注。 记者留意到，Gentle Monster 正是谷歌即将推出的 AI 眼镜的设计方之一，目前双方已进入谈判的最后 阶段。此次投资完成后，谷歌将持有这家眼镜公司4%的股份。有业内人士分析，谷歌这次举措的意图 是再度发力智能眼镜领域，目标是将AI眼镜从单纯的科技产品升级为兼具时尚属性的潮流单品。 公开资料显示，Gentle Monster由Kim Hankook在2011年创立，其独特的前卫镜框和轮廓设计，深受 ...

6月26日消息，Alphabet旗下人工智能研究机构DeepMind正在将基因组学带入一个新纪元。通过推出全 新AI模型AlphaGenome，DeepMind试图解答困扰生物学家数十年的问题：人类DNA的哪一部分在疾病 形成中发挥关键作用，又是如何发挥作用的。 五年前，谷歌推出了AlphaFold，一款用于预测蛋白质三维结构的AI模型。该技术因其在生物学上的变 革性贡献，去年荣获诺贝尔奖，并催生了以药物研发为目标的衍生公司Isomorphic Labs，同时带动了 AI制药创业热潮。而如今的 AlphaGenome，则试图回答另一个更基础但同样重要的问题：当DNA中的 一个字母发生改变，会对基因表达产生怎样的影响？这种影响是否与健康或疾病有关？ 与以往专注短序列或单一任务的传统模型不同，AlphaGenome可处理长达100万个碱基对的DNA片段， 并实时预测涉及基因调控的多种生物学属性—包括基因起始位置、剪接方式、RNA表达量，乃至蛋白 质结合的可能性。 迈向个性化医疗 尽管当前版本仅用于非商业科研，且尚未用于个人基因诊断，但其潜在意义不言而喻。AlphaGenome的 预测能力将推动科学家更快识别关键变 ...

Both Palantir Technologies (PLTR 1.02%) and Alphabet (GOOGL 1.69%) (GOOG 1.74%) plan to capitalize on the artificial intelligence revolution, and already have to a certain extent. But their stocks have been on very different paths this year. Palantir ripped close to 90% and looks invincible, while Alphabet slumped along with some of the other tech giants in the "Magnificent Seven" and is down 9% this year. Based on recent research reports, Wall Street is split on one of these stocks but rates the other as a ...

今天分享的是：iKala：2025年零售电商产业云端应用趋势报告 报告共计：24页 《iKala Cloud：2025年零售电商产业云端应用趋势报告》核心内容总结 科技的快速更新迭代，促使消费者行为与零售电商的运营模式发生深刻变革。"OMO（Online-Merge-Offline）"模式逐渐成为行业主流， 在此背景下，零售电商需借助沉浸式购物体验、个性化产品与服务、绿色永续消费以及生成式人工智能等趋势，来吸引消费者关注，增 强品牌忠诚度与顾客贡献度。《iKala Cloud 2025零售电商产业趋势报告》应运而生，深入剖析全球零售电商趋势与热门议题，并以 Google Cloud菁英合作伙伴的身份，分享云端解决方案与全球成功案例，为企业转型提供参考。 从全球零售电商市场来看，2024 - 2029年成长力道强劲。市场研究机构Statista预估，全球零售电商市场规模将从2024年的4.1兆美元增长 到2029年的6.5兆美元，年复合成长率达9.6%。这一增长为零售电商的创新转型提供了强大动力。研究机构Gartner指出，零售从业者为创 造营收、提升获利并优化顾客体验，将加大在人工智能/机器学习技术、低/无程 ...

闻乐 发自 凹非寺 量子位 | 公众号 QbitAI 担心网购衣服不合身？谷歌帮你云试穿！ 谷歌推出最新应用 Doppl ，只需要上传一张照片，随时随地都能看到喜欢的衣服"穿"在自己身上。 还能选择生成动态视频看效果，再也不用试衣间门口排长队了。 这和照镜子有什么区别！甚至看后背比照镜子转身扭头还轻松（doge）。 谷歌负责虚拟试穿、购物生成式视觉的首席科学家ira kemelmacher晒出了自己的试穿效果： 网友们也来测试了一下 （右边是网友自己找的想试穿的衣服图片，左边是Doppl试穿效果） ： 任何人任何时间任何地点，云逛街这不就来了～ 不仅能"试穿"，还能帮忙搭配 只不过，先前推出的这个功能只支持"静态试穿"。而现在的Doppl支持 "动态试穿" ，效果更直观。 有网友"试穿"后问有没有什么使用建议能达到最佳效果，官网也来积极回应。 这里给大家总结一下。 首先，上传一张仅包含本人的全身照（确保从头顶到脚部），照片服装尽量选贴身服装，以便后续能生成更真实的效果，如果没有合适的照 片，也可以使用Doppl预设的AI模特。 然后，在选择"衣服"的照片时，尽量选择光线自然，无过多褶皱的衣服，如果是模特截图， ...

While the stock market has rallied from its lows earlier this year, there are still nice bargains in the tech space. Let's look at five bargain tech stocks ready for a bull run.1. AlphabetTrading at a forward price-to-earnings (P/E) ratio of below 16.5x analyst 2025 estimates, Alphabet (GOOGL 1.69%) (GOOG 1.74%) is the cheapest of the megacap tech stocks.While best known for its Google search engine, Alphabet has a solid collection of market-leading and emerging businesses. Its YouTube streaming service is ...

整理 | 褚杏娟 当地时间 6 月 26 日，在上个月的 Google I/O 上首次亮相预览后，谷歌如今正式发布了 Gemma 3n 完整版，可以直接在本地硬件上运行。 "迫不及待地想看看这些 Android 的性能！"正式发布后有开发者说道。 Gemma 系列是谷歌推出的一组开源大模型。与 Gemini 不同：Gemma 面向开发者，可供下载和修 改，而 Gemini 是谷歌的封闭专有模型，更注重性能与商业化。 据悉，此次正是发布的 Gemma 3n 现已具备输入图像、音频和视频的能力，支持文本输出，还能在 最低 2GB 内存的设备上运行，在编程与推理等任务上据称表现更佳。具体看，主要更新亮点包括： 至于基准测试，Gemma 3n 的 E4B 模型成为首个在参数规模低于 10 B 的前提下，LMArena 测评得 分突破 1300 的模型，表现优于 Llama 4 Maverick 17 B、GPT 4.1-nano、Phi-4。 效果好不好？ 天生多模态设计：原生支持图像、音频、视频和文本的输入，以及文本输出。 端侧优化设计：Gemma 3n 着眼于运行效率，提供两种基于"有效参数"的尺寸：E2B 和 ...