新股动态：北交所新股丹娜生物今日申购，申购代码920009，发行价17.1元。行业大事：①中国 固态电 池大会10月22-24日在合肥举行， 宁德时代、卫蓝 新能源、 国轩高科等参会。②2025 大湾区国际具身 智能 机器人产业大会暨展览会10月22-24日举办。③华为终端将于14:30发布鸿蒙 操作系统6。④2025中 国计算机大会（CNCC2025）10月22-25日在黑龙江省举办。⑤2025 工业软件创新发展大会10月22-24日 在湖南举办。大事件和会议：①NYMEX纽约原油11月 期货10月22日2:30完成场内最后交易，凌晨5:00 完成电子盘最后交易，部分平台换月时间提前一天。②美联储理事沃勒在美联储理事会支付创新会议上 致闭幕词。③欧洲央行行长拉加德发表讲话。④特斯拉、IBM将于当地时间10月22日美股盘后（北京时 间次日凌晨）公布财报。多项经济数据公布：①今日435亿元7天期逆回购到期。②日本9月出口同比， 预期4.4%，前值-0.1%；进口同比，预期0.6%，前值-5.2%；季调后商品贸易帐(亿日元)，预期-1000，前 值-1501；未季调商品贸易帐(亿日元)，预期225，前值-2425 ...

据悉,外资企业贡献了全省16.9%的进出口额,成为稳住外贸基本盘的重要力量。今年前三季度,山东省外 贸进出口同比增长5.5%,高于全国1.5个百分点。在推动外资提质增效上,今年前8个月,全省实际使用外资 65.5亿美元,规模居全国第5位。 记者张阿凤济南报道 10月21日,山东省政府新闻办新闻发布会披露,"十四五"以来山东已累计吸引236家世界500强企业投资946 个项目,全省实际使用外资规模居全国第5位,高技术产业利用外资占比达42%。今年前三季度,山东对共 建"一带一路"国家进出口增长9.2%,占比提升至64.2%。这些亮眼数据背后,是山东深化与跨国公司合 作、共建共生共赢产业生态的丰硕成果。 外资企业贡献了全省 16.9%的进出口额 省商务厅副厅长熊云泽在发布会上介绍,"十四五"以来,山东始终以"伙伴思维"拥抱全球资源,推动产业链 供应链国际合作深度融合。在吸引外资方面,日本小松公司在济宁投资100余亿元建设智能制造产业基 地；瑞典海克斯康集团在青岛投资20余亿元建设技术研发中心、大中华区总部和智慧产业园；德国采埃 孚集团2022年以来连续3次增资1.4亿欧元,在日照建设乘用车汽车零部件生产基地。 在 ...

Summary of Datavault AI Conference Call - October 21, 2025 Company Overview - **Company**: Datavault AI (NasdaqCM:DVLT) - **Business Model**: Datavault AI transforms data into cash, similar to how Bloomberg operates with financial data. The company provides a software platform that helps organizations manage and understand their data from its inception [1][2] Core Products and Innovations - **DataScore**: A proprietary tool that scores data based on personally identifiable information (PII), emphasizing the importance of privacy and cybersecurity [2] - **DataValue**: A system that quantifies data in monetary terms, allowing organizations to understand the value of their data assets [4] - **Verify U**: A blockchain-based credential verification system aimed at preventing fraud in educational credentials, which is described as a significant business opportunity [11][20] Market Position and Strategy - **Patents and Monopoly**: The company holds a robust patent portfolio, claiming a 20-year monopoly in its field, which it uses to exclude competitors [6][7] - **Partnerships**: Datavault AI has established significant partnerships, particularly with IBM, enhancing its technological capabilities and market reach [18][19] - **NASDAQ Access**: The company has secured exclusive access to the NASDAQ financial framework, allowing it to tokenize various assets beyond stocks and bonds [19][20] Financial Projections - **Revenue Forecast**: Anticipated revenues for 2026 are projected between $40 million to $50 million, contingent on future acquisitions [27] - **Funding Status**: The company is fully funded with $150 million raised and is not seeking additional capital [26] Industry Context - **Cybersecurity Focus**: Emphasizes the critical nature of cybersecurity in managing data assets, with a strong stance against working with companies that do not prioritize data security [5][6] - **Tokenomics and Real-World Assets (RWA)**: Datavault AI positions itself as a leader in the tokenization of real-world assets, aiming to dominate the market through innovative financial solutions [20] Additional Insights - **Market Dynamics**: The CEO expresses confidence in the company's growth potential, likening its trajectory to that of Amazon in its early days [29] - **Acquisition Strategy**: The company is open to acquiring other firms that align with its business model, indicating a proactive approach to growth [31] Conclusion Datavault AI is positioned as a pioneering force in the data monetization space, leveraging advanced technology and strategic partnerships to capitalize on the growing importance of data management and cybersecurity in the digital economy. The company's innovative products and strong patent portfolio provide a competitive edge in a rapidly evolving market.

Core Insights - Tech stocks, particularly in areas like quantum computing, hybrid cloud, and storage solutions, have shown strong performance this year, with IBM positioned to benefit from this trend [1][4] - IBM's Watsonx AI platform is gaining traction across various industries, indicating a robust long-term growth potential driven by analytics, cloud computing, and security [2] Company Evolution - IBM has evolved from its origins in 1911 as the Computing-Tabulating-Recording Company to a leader in cloud and data platforms, significantly enhanced by the acquisition of Red Hat [3] - The company offers a wide range of advanced technology solutions, including quantum computing, enterprise software, and microelectronics [3] Market Demand and Strategy - There is a growing demand for complex infrastructure strategies, leading companies to adopt cloud-agnostic and interoperable multi-cloud management approaches, which IBM supports through its integration of HashiCorp's cloud software [4] - IBM's commitment to R&D, investing around 7-8% of its revenue annually, is expected to drive future profitability and high-value opportunities [5] Quantum Computing - IBM is a pioneer in quantum technology, generating approximately $1 billion in bookings related to its quantum computing business, showcasing its leadership in this field [6] Financial Performance and Outlook - IBM is currently ranked 2 (Buy) by Zacks and is part of the top 9% of the Zacks Computer – Integrated Systems industry group, indicating strong market performance expectations [7] - The company has a history of beating earnings estimates, with a trailing four-quarter average earnings surprise of 6.3% and consistent EPS performance since early 2023 [9] - For the upcoming Q3 earnings report, the Zacks Consensus EPS Estimate is $2.43 per share, reflecting a 5.7% year-over-year growth, with projected revenues of $16.1 billion, a 7.5% increase [10] Earnings Surprise Prediction - IBM has a +0.14% Earnings ESP, suggesting a potential for another earnings beat in the upcoming Q3 results [13]

CANADA - 2025/09/27: In this photo illustration, the IBM (International Business Machines Corporation) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesIBM (NYSE: IBM) is set to publish its earnings report on Wednesday, October 22, 2025. In the past five years, IBM has exhibited a trend of positive one-day returns in 58% of cases following its earnings announcements. The median positive return ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 DeepSeek团队开源新模型DeepSeek-OCR，少量视觉token完成海量文本压缩 10月20日，DeepSeek-AI团队发布《DeepSeek-OCR：Contexts Optical Compression》论文，提出利用视 觉模态压缩长文本上下文的新方法。根据介绍，此次开源的 DeepSeek-OCR 由两个部分组成：核心编码 器 DeepEncoder 和解码器 DeepSeek3B-MoE-A570M。在实际生产中，DeepSeek-OCR 可在单块 A100- 40G 显卡上每天生成超过 20 万页的大语言模型 / 视觉语言模型训练数据。 苹果iPhone 17系列在华美市场销售强劲，股价创历史新高 10月20日研究公司Counterpoint报告显示，iPhone 17系列在中国和美国市场的早期销售强劲，销量比 iPhone 16系列高出14%，其中iPhone 17基本款在中国销量几乎翻了一番。同日，苹果股价创历史新高 ...

White House economic adviser Kevin Hassett said on Monday the shutdown was likely to end this week.The U.S. quarterly reporting period has unofficially entered its second week, and investors are keen to see reports this week from Tesla, IBM, Netflix, Procter & Gamble, Coca-Cola and other big names. On Wall Street, the three major U.S. stock indexes each rose more than 1%."Some big, large-cap stalwarts are going to be reporting," said Jake Dollarhide, chief executive officer of Longbow Asset Management in T ...

The way that I look at this is it's a very interesting go to market channel for you, a sales channel. Think about all of the clients that IBM has and how you've tried to grow the company. Explain how people will access help use through this.Well, through the cloud matrix. Absolutely. It's an extraordinary opportunity for both of us.IBM is going to have their sellers sell across skew. And so now you'll be able to directly access our speed, the advantages that we offer. You could think of it a little bit like ...

Core Insights - The partnership between IBM and Grok aims to enhance AI deployment speed and reduce costs, with Grok providing significant performance improvements at a fraction of the cost [5][8][18] - IBM's AI business, particularly with Watson X, has a substantial book of business valued at $7.5 billion, indicating strong momentum in the AI sector [4][8] - The collaboration is expected to address the cost challenges associated with AI, with IBM projecting $4.5 billion in productivity gains by the end of the year [8] Partnership Dynamics - IBM will integrate Grok into its sales strategy, allowing clients to access Grok's capabilities through IBM's established channels [2][5] - There is a revenue-sharing model in place as part of the partnership, which is designed to benefit both companies [5][18] - The integration of Grok with IBM's Watson X is intended to be seamless, enhancing user experience without requiring significant changes from clients [9][10] Market Demand and Client Base - Financial services have been early adopters of Grok, but there is a growing trend towards multi-model AI solutions across various sectors [11][12] - The demand for faster inference and improved operational efficiency is driving interest in Grok's technology [7][10] - IBM's ability to fulfill client orders quickly is highlighted as a competitive advantage in a supply-constrained market [13][14] Technology and Innovation - Grok's technology is positioned to improve AI inference speed significantly, which is crucial for applications like call centers and supply chain management [7][10] - The partnership is open to collaboration with other AI technologies, indicating a flexible approach to enhancing AI capabilities [16][17] - IBM's existing relationships and trust in the market are leveraged to promote Grok's adoption among enterprise clients [18][19]

IBM (IBM) will report its third-quarter earnings late Wednesday, with IBM stock having recently pulled back following a breakout. The 114-year-old tech stalwart's shares are ahead more than 29% overall this year, though much of those gains were focused in the first half of the year. Optimism about IBM's software and other businesses benefiting from AI helped return shares to record-high territory late last year for the first time in more than a decade. IBM has added to those gains but slumped following its ...