Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...

1Hz超低刷新率技术，目前市面上的显示屏运行频率通常在30Hz至240Hz甚至更高，高频率意味着高功 耗。结合AI内容分析，具备1Hz刷新率的显示屏，可以进一步降低显示屏的功耗。当屏幕内容无需频繁 更新时（如用户阅读静态文本，无需滚动或移动操作等），显示屏将智能切换至1Hz刷新率以节省电 量。 SmartPower HDR技术，针对HDR模式下显示屏功耗较高且亮度变化不可预测的问题，双方推出了 SmartPower HDR技术。该技术能够根据屏幕内容的亮度动态切换显示电压，从而优化功耗。例如，在 HDR模式下观看视频时，屏幕亮度会根据视频画面变化。 京东方科技集团笔记本电脑业务事业部总经理孟祥兴表示，在与英特尔的合作历程中，京东方凭借自身 在显示领域的创新优势取得了丰硕的成果。双方联合打造的解决方案不仅降低了笔记本功耗，更提升了 视觉清晰度与适配性，实现了能效与卓越体验的平衡。如今，这些由显示技术驱动的突破，将开辟新的 使用场景，让PC更灵活满足各类需求，为AI PC时代发展奠定坚实基础。 10月29日，英特尔与京东方宣布将共同开发基于AI技术的笔记本电脑显示屏节能解决方案。该方案可 以智能平衡能效与画质，在 ...

Recent layoffs across all sectors:1) UPS – 48k2) Amazon – 30k3) Intel – 24k4) Nestle – 16k5) Accenture – 11k6) Ford – 11k7) Novo Nordisk – 9k8) Microsoft – 7k9) PwC – 5.6k10) Salesforce – 4k11) Paramount – 2k12) Target – 1.8k13) Kroger – 1k14) Applied Materials – 1.4k15) Meta – 600Meanwhile, most of us on crypto twitter are safe from layoffs because we were never employed to begin with 🥹. ...

A year ago, few would've expected Intel Corp (NASDAQ:INTC) and Advanced Micro Devices Inc (NASDAQ:AMD) to top the S&P 500 charts. But in 2025, that's exactly what's happening. Track INTC stock here.Chips Outshine The GiantsAmong the Mag 7 and their YTD gains:Apple Inc (NASDAQ:AAPL), +10%Microsoft Corp (NASDAQ:MSFT), +29% Meta Platforms Inc (NASDAQ:META), +25%Tesla Inc (NASDAQ:TSLA), +21% Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG), +41% Amazon.com Inc (NASDAQ:AMZN), +4%The company with the largest gain is Nvi ...

Venture capitalist Vinod Khosla has suggested that the U.S. government should acquire a 10% stake in all public corporations and distribute the wealth to the general public.‘National Pool’Khosla put forward this idea at the TechCrunch Disrupt 2025 conference on Tuesday. The inspiration for this proposal came from President Donald Trump‘s decision for the U.S. government to acquire a 10% stake in Intel (NASDAQ:INTC).“When Trump bought 10% of Intel, I wondered if it wasn't a good idea,” Khosla said. “Take 10% ...

Core Viewpoint - The article argues that AI is not a bubble but a genuine and long-term productivity revolution, supported by significant user growth and revenue from leading AI companies like OpenAI and Nvidia [2][3][7]. Market Analysis - This year marks the third year of the current AI bull market, with a historical probability of 48% for continued market growth next year [3][18]. - Investors should maintain patience regarding AI development, as significant returns often require time, as evidenced by Azure's six-year journey to positive ROIC [3][22]. - The AI sector has shown a remarkable return of 165% over the past three years, significantly outperforming the S&P 500 and non-AI companies [7][8]. AI Growth Dynamics - AI growth has diversified beyond the "Magnificent Seven" companies, with returns from AI sectors excluding these giants surpassing them for the first time in 2025 [10][13]. - New AI winners are emerging in sectors like energy, semiconductors, and software, with AI energy showing a 53% return year-to-date [13][15]. - The growth of AI is shifting towards energy, computing power, and foundational software, indicating a structural change in the industry [15]. Historical Context of "Bubble" - The article emphasizes the importance of long-term holding and understanding market cycles, suggesting that the probability of market growth remains significant even after multiple years of increases [17][20]. - A historical analysis indicates that the current market conditions do not exhibit the characteristics of a bubble, as the valuation metrics are not at extreme levels compared to past bubbles [38][40]. AI's Economic Impact - AI is expected to generate substantial revenue growth, with projections indicating a potential tenfold increase in AI-related profits over the next 5-10 years, reaching $1 trillion [3][90]. - The AI sector's revenue is anticipated to account for 4% of global corporate profits, highlighting its significant economic impact [3][90]. Investment Principles - The article outlines key investment principles for navigating the AI landscape, emphasizing the importance of not selling early during massive adoption phases and recognizing the distinct investment logic across different stages of AI development [117][119]. - Monitoring indicators such as OpenAI's progress and enterprise revenues is crucial for assessing the health and growth potential of the AI industry [122].

与此同时，1Hz超低刷新率技术利用AI算法分析屏幕内容变化，当无需频繁更新画面时，屏幕可自动降 低至1Hz刷新率，实现显著节能效果。依托该技术，京东方将成为全球首家同时提供1Hz LCD与OLED 显示屏的厂商，为笔记本续航表现带来显著提升。 此外，SmartPower HDR技术针对HDR模式下功耗过高和亮度不稳定等问题，能够通过AI识别图像亮 度，智能调整显示电压，实现亮度与能效的动态平衡。在HDR视频播放过程中，屏幕在低亮场景下显 著降低功耗，而在高亮场景下保持卓越画质。 业内分析认为，英特尔与京东方的合作将进一步加速AI在显示产业的应用落地，推动笔记本显示技术 向更智能、更节能的方向演进。双方预计将携手全球主要OEM厂商，于2026年实现技术的规模化部 署。 英特尔表示，公司将持续深化与京东方的战略合作，共同推动AI显示技术创新，助力全球笔记本电脑 行业迈向高性能与低功耗并重的新阶段。（校对/秋贤） （文/罗叶馨梅）10月29日，英特尔（Intel）与京东方科技集团（BOE）联合宣布，将共同开发基于人 工智能（AI）技术的笔记本电脑显示节能解决方案，以智能平衡能效与画质，在延长电池续航的同时 保障卓越 ...

Core Viewpoint - The retirement of TSMC's senior vice president, Luo Weiren, marks the end of a significant 21-year career at the company, with speculation about his potential return to Intel to lead key R&D efforts [1][2]. Group 1: Luo Weiren's Career at TSMC - Luo Weiren joined TSMC in 2004 and held various senior positions, including vice president of operations and R&D, contributing to the company's strategic development and technological advancements [2]. - During his tenure, he led teams to overcome multiple technical challenges, resulting in over 1,500 patents, including approximately 1,000 U.S. patents, significantly enhancing TSMC's capabilities in advanced technology [2][4]. Group 2: Potential Return to Intel - Industry insiders suggest that while Luo Weiren's return to Intel is speculated, several factors such as non-compete agreements, his age, health considerations, and loyalty to TSMC may hinder this move [4]. - Despite these concerns, some analysts believe that Luo's U.S. citizenship might allow him to navigate around certain restrictions imposed by TSMC [4]. Group 3: Impact on the Semiconductor Industry - TSMC's advanced technology breakthroughs under Luo's leadership, particularly in EUV technology and the production of 5nm, 3nm, and 2nm processes, have been pivotal for the company's success [4]. - Intel's current production capabilities, including the 18A process for the "Panther Lake" processor, still rely on TSMC's manufacturing for certain components, indicating the ongoing interdependence within the semiconductor industry [5].

北京商报讯（记者 陶凤 王天逸）10月29日，英特尔中国宣布，将与京东方宣布将共同开发基于AI技术 的笔记本电脑显示屏节能解决方案。 据介绍，通过基于AI的多频显示、1Hz超低刷新率和SmartPower HDR技术，该方案可以智能平衡能效 与画质，在延长电池续航的同时保障出色的视觉体验。此项技术预计将于2026年率先应用于采用英特尔 平台的OEM产品中。 ...

查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 近日，英伟达收购英特尔部分股份，双方宣布在AI基础设施和个人计算领域展开联合开发。英特尔将 为英伟达定制x86 CPU，集成至AI平台；英伟达则将RTX GPU融入英特尔的x86系统级芯片（SOC）。 请贵司加强个人计算领域的布局，一定要有战略眼光，实现可持续性发展 董秘回答(海光信息SH688041)： 尊敬的投资者，您好！感谢您的建议！公司将继续密切关注行业发展趋势，根据市场需求和技术发展， 适时调整战略布局，以实现可持续发展。 来源：问董秘 投资者提问： ...