OpenAI 要研发人形机器人。 媒体援引两位知情人士消息，OpenAI 考虑开发一款人形机器人。在此之前，OpenAI 已经投资 Figure、1X 两家人形机器人公司和研发机器人模型的 Physical Intelligence，并重新组建了四年前解 散的机器人软件团队。 OpenAI 正借助 ChatGPT 带来的势能扩大业务范围，从搜索到浏览器再到研发 AI 芯片等，并与客 户、合作伙伴以及投资的公司竞争。 人造物体离太阳又近了一些。 NASA 宣布，帕克太阳探测器（Parker Solar Probe）正在刷新历史纪录，12 月 24 日以 69 万公里的 时速（不到 10 秒就能从北京到深圳），飞过距离太阳表面 610 万公里的近日点。 帕克太阳探测器于 2018 年发射升空，两个月后就刷新了人造物体距离太阳最近的纪录，并在 2021 年飞越日冕。现在还不能确定这次任务是否成功，因为距离太远，帕克太阳探测器返回的信号最快 也得 12 月 27 日抵达地球。 网易新园区入驻上海青浦。 据界面新闻，继华为之后，网易位于上海青浦的园区也即将启用，届时将有约 2 万名员工迁入办 公。新园区总建筑面积 62 ...

Equinor ASA (EQNR) has hit a dry spell in its latest North Sea exploration efforts. Two wells drilled with Odfjell Drilling’s Deepsea Stavanger semi-submersible rig off the coast of Norway failed to uncover hydrocarbons. These wildcat wells, identified as 35/10-14 S and 35/10-14 A, also known as the Kvernbit/Mimung, marked the first exploratory activities within production license 1185, awarded in 2023.Equinor, holding a 40% stake in the license, operates it alongside partners Vår Energi, Sval Energi and Ak ...

You might be surprised how well some stocks have performed.The S&P 500 is up by nearly 30% so far in 2024, but many stocks have done much better. In this video, longtime Fool.com contributor Matt Frankel discusses how Sea Limited (SE 1.03%) nearly tripled in 2024 but still looks attractive, while colleague Tyler Crowe discusses why Emcor (EME -1.58%) has been such a great performer in his portfolio.*Stock prices used were the morning prices of Dec. 12, 2024. The video was published on Dec. 14, 2024. ...

Investment Strategy - The investment strategy focuses on identifying "divergent stocks," which are disruptive companies with strong fundamentals and long growth runways but currently undervalued prices [1] - The strategy targets innovative companies that aim to make the world a better place, emphasizing long-term growth potential [1] Analyst's Position - The analyst holds a beneficial long position in shares of SE and GRAB through stock ownership, options, or other derivatives [1] - The analyst's views and opinions are independent and not influenced by compensation or business relationships with the mentioned companies [1]

Core Insights - Equinor ASA and Var Energi are assessing the feasibility of connecting a recent oil discovery to the existing Goliat FPSO unit in the Barents Sea, following confirmation of oil reserves in the Countach discovery area [1][5] Group 1: Discovery and Appraisal - The appraisal well 7122/8-2 S revealed a 35-meter oil column in the Kobbe Formation and a 217-meter oil column in the Klappmyss Formation, with initial estimates indicating recoverable volumes of 10-52 million barrels of oil equivalent [2] - The well did not undergo formation testing, but extensive data acquisition suggests significant reservoir potential, marking an important find in the region [2] Group 2: Infrastructure and Development Plans - The Goliat FPSO has been a central hub for oil production in the Barents Sea since 2016, with plans for gas exports via the Snohvit pipeline to the Melkoya LNG facility [3] - The proposed tie-back to the Goliat FPSO aims to utilize existing infrastructure to reduce development costs and extend operational life, aligning with the companies' sustainable resource development strategies [3][5] Group 3: Ongoing Exploration and Future Projects - Equinor and Var Energi are actively exploring the Barents Sea, with ongoing efforts in production licenses 229 and 1131, which have yielded promising discoveries [4] - The Johan Castberg FPSO project, another initiative in the Barents Sea involving both companies, is nearing completion with a revised start-up timeline set for early 2025 [4] Group 4: Strategic Commitment - The Countach discovery reinforces Equinor and Var Energi's commitment to maximizing resources in the Barents Sea, reflecting a balanced approach that combines technological expertise with efficient infrastructure use [5][6]

North Sea Investment Overview - The North Sea remains a powerful investment opportunity in the oil and gas sector, driven by technological advancements and sustainability efforts [1] - The region is evolving to meet future energy demands through innovation and growth, moving away from aging infrastructure [2] Technological Innovation - UK operators are projected to invest over £300 million in 2024 in advanced technologies such as robotics and digital tools, signaling strong growth potential [3] - Nearly half of all new technologies deployed in the North Sea in 2023 were digital, including AI, robotics, and automation, enhancing safety and production efficiency [13] Commitment to Sustainability - Major companies like Shell, BP, and Equinor are integrating renewable energy into their traditional operations, reducing risk and positioning for future growth [4] - Companies are adopting greener practices and carbon reduction initiatives, future-proofing operations while maintaining profitability [15] Market Growth and Stability - North Sea oil and gas production is expected to grow at a steady annual rate of over 2% from 2024 to 2029, driven by consistent demand and infrastructure investments [5] - The region offers a stable environment with solid returns for long-term investors [5] Key Players in the North Sea - **Shell plc (SHEL)**: Operates over 50 fields and 25 platforms, supplying about 10% of the UK's oil and gas Recent gas discovery at the Selene prospect strengthens its position [6][7] - **Equinor ASA (EQNR)**: Made a major oil discovery near the Fram field, estimated at 13-28 million barrels, while focusing on sustainability and renewable energy investments [8] - **BP plc (BP)**: Strategically shifting toward new energy solutions while optimizing production through automation and digital technologies Recent oil discoveries highlight the region's potential [9] - **TotalEnergies SE (TTE)**: Pursuing low-carbon technologies, with recent gas condensate discoveries in Denmark and investments in the Tyra field, aligning with global sustainability goals [10] - **Repsol, S A (REPYY)**: Potential merger with NEO Energy could create a new powerhouse producing over 110,000 barrels of oil per day in the UK North Sea [11] Recent Developments - Shell and Equinor announced a 50-50 joint venture in December 2024 to merge their North Sea assets, expected to produce over 140,000 barrels of oil equivalent per day, enhancing operational efficiency and energy security [12] Future Trends - Companies are maximizing existing infrastructure by increasing recovery from current fields, potentially unlocking millions of additional barrels [14] - The North Sea is transitioning into a hub for future energy, combining established infrastructure, advanced technology, and sustainability commitments [16][17] Investment Potential - The North Sea offers steady growth and long-term opportunities, with companies like Shell, BP, Equinor, and TotalEnergies leading the transformation through innovation and sustainability [17][18]

More than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relat ...

Harbour Energy plc (HBRIY) , a U.K.-based oil and gas firm, has announced a successful gas discovery in the Norwegian Sea. The discovery was made while drilling an appraisal well, identified as 6507/4-5 S, using the Transocean Norge drillship. The gas discovery was confirmed in the production license 211 CS, situated approximately 270 kilometers north of Kristiansund.Notably, in the Lange Formation (Sabina), the preliminary estimates suggest that the size of the discovery lies in the range of 2.7-6.2 millio ...

Company Overview - Sea Limited is a Singapore-based company serving the Southeast Asian market across three business segments: e-commerce, digital entertainment (gaming), and digital financial services [1] - The company's stock has surged 195% in 2024 due to improving economic conditions and accelerating revenue growth, though it remains 68% below its all-time high set in 2021 [2] E-commerce Segment - E-commerce is Sea Limited's largest revenue source, driven by the Shopee platform which processed over 2.8 billion orders in Q3 2024 [4] - The company is improving Shopee's logistics efficiency, with 50% of orders in Asia delivered within two days or less in Q3 2024, while reducing costs per order [5] - Shopee synergizes with SeaMoney, which provides buy now, pay later loans and seller financing, ending Q3 with $4.6 billion in loans outstanding, up 73% year-over-year, and 24 million active users [6] Digital Entertainment Segment - The digital entertainment segment, led by Garena's Free Fire, was the most downloaded mobile game globally in Q3 2024, averaging over 100 million daily active users [7] - The segment served 628.5 million users in Q3 2024, a 15% increase year-over-year, though it has struggled post-pandemic with a 46% decline in paying users from its peak [7][8] - Metrics have stabilized over the past year, with investors looking for a return to consistent growth [9] Financial Performance - Sea Limited generated $4.3 billion in revenue in Q3 2024, a 30.8% year-over-year increase, marking the fastest growth rate in two-and-a-half years [10] - E-commerce revenue surged 42.6% to $3.2 billion, while digital financial services revenue grew 38% to $615.7 million, offset by a 16% decline in digital entertainment revenue to $497.8 million [11] - Operating expenses increased by only 5.7%, with marketing costs shrinking 4.3%, leading to net income of $153.3 million, a significant improvement from a $143.9 million net loss in the same quarter last year [12][13] Valuation and Growth Potential - Sea Limited's stock is trading at a P/S ratio of 4.4, a 53% discount to its average P/S ratio of 9.5 since its IPO in 2017 [15][16] - The company has $9.9 billion in cash and equivalents with minimal debt, providing flexibility to ramp up spending in marketing and R&D, potentially accelerating revenue growth further [18] - The stock could double in 2025 if revenue growth continues to accelerate, aligning its P/S ratio with historical averages [17][19]

Equinor ASA (EQNR) recently made a new oil and gas discovery in the Norwegian North Sea. The discovery was made within the Rhombi prospect, which lies in the production license (PL) 090. The Norwegian energy company has drilled an exploration well and a sidetrack at water depths of 355 meters in the Rhombi prospect, approximately 10 kilometers north of the Troll field in the North Sea.Hydrocarbon Discovery and Estimated ReservesThe Norwegian Offshore Directorate (“NOD”) has confirmed that both wells have en ...