此外，本周五，还有十字路口开放麦在上海举办的 「 AI + 北美出海 」 专场活动。 我们还整理了近期值得参与的一些活动，对更多活动感兴趣的小伙伴，可以点击 「阅读原文」 查看。 8 月来啦，来给大家推荐一些近期的优质 AI 活动！知乎联合 Wework 将在上海举办「AI GEO 进化论」论坛活动，分享 AI 时代的营销及消费变化。 由上海市徐汇区文化和旅游局主办的 Unity 中国开发挑战赛也将于本周三开启报 名，活动准备了丰厚的奖金，最高 50 万专项奖。 连接未来 AI GEO 进化论 主办方： 知乎 X Wework 活动时间： 2025.8.8 14:00-16:30 活动地点： 上海 WeWork 中国 (星荟中心社区店）天潼路 328 号星荟中心 3 层 活动亮点： AI 时代营销进化论 Agentic 搜索:当 Al 开始决策 Ta 会如何选择可信信源 报名方式： 扫描下图二维码，扫码报名。 AI 时代的消费及营销 实操分享：GEO 的消费进行时 独立游戏 XR 应用 HMI 设计 百万奖金：最高 50 万专项奖 资源赋能：作品曝光、技术诊断、发行支持 学生专享：面试直通、实习内推 政策扶持 ...

Core Viewpoint - US AI application software stocks experienced an initial rise on Monday, indicating positive market sentiment towards this sector [1] Company Summaries - Palantir (PLTR.US) saw an increase of over 3% ahead of its latest earnings report scheduled for after market close today [1] - Unity Software (U.US) rose by more than 7%, reflecting strong investor interest [1] - Shopify (SHOP.US) increased by over 4.5%, suggesting positive market dynamics for e-commerce platforms [1] - Cloudflare (NET.US) experienced a rise of over 3.7%, indicating continued growth in the cloud services sector [1]

Core Viewpoint - The AI application software stocks in the US market experienced an upward trend on Monday, with notable gains in several companies ahead of their earnings reports [1] Company Summaries - Palantir (PLTR.US) saw an increase of over 3% and is set to release its latest earnings report after the market closes today [1] - Unity Software (U.US) rose by more than 7% [1] - Shopify (SHOP.US) increased by over 4.5% [1] - Cloudflare (NET.US) gained more than 3.7% [1]

Company Performance - Unity Software Inc. closed at $31.86, down 4.51% from the previous trading session, underperforming the S&P 500's daily loss of 1.6% [1] - Over the past month, Unity's shares have gained 27.67%, while the Computer and Technology sector gained 4.45% and the S&P 500 gained 2.25% [1] Upcoming Financial Results - Unity Software Inc. is set to announce its earnings on August 6, 2025, with an expected EPS of -$0.25, indicating a growth of 21.88% compared to the same quarter last year [2] - The consensus estimate for revenue is $425.83 million, reflecting a decrease of 5.21% from the prior-year quarter [2] Fiscal Year Projections - For the entire fiscal year, the Zacks Consensus Estimates project an EPS of -$0.8 and revenue of $1.79 billion, representing changes of +52.38% and -1.02% respectively from the prior year [3] - Recent changes to analyst estimates for Unity should be noted, as positive revisions are seen as a good sign for business outlook [3] Estimate Revisions and Stock Performance - Research indicates that estimate revisions correlate with near-term share price momentum, which is utilized in the Zacks Rank system [4] - The Zacks Rank system ranges from 1 (Strong Buy) to 5 (Strong Sell), with 1 stocks returning an average of +25% annually since 1988 [5] - Unity Software Inc. currently holds a Zacks Rank of 2 (Buy), with a 1.85% rise in the Zacks Consensus EPS estimate over the past month [5] Industry Context - The Internet - Software industry is part of the Computer and Technology sector, holding a Zacks Industry Rank of 75, placing it in the top 31% of over 250 industries [6] - The strength of individual industry groups is measured by the Zacks Industry Rank, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [6]

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 6. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. Zacks Consensus Estimate This company is expec ...

Company Performance - Unity Software Inc. closed at $35.92, reflecting a -2.26% change from the previous day, underperforming the S&P 500's gain of 0.14% [1] - Over the past month, Unity's shares have appreciated by 59.3%, significantly outperforming the Computer and Technology sector's gain of 7.37% and the S&P 500's gain of 5.35% [1] Upcoming Earnings Report - Unity is scheduled to release its earnings on August 6, 2025, with a forecasted EPS of -$0.25, representing a 21.88% increase from the same quarter last year [2] - The consensus estimate anticipates revenue of $425.83 million, indicating a 5.21% decrease from the same quarter last year [2] Annual Forecast - For the entire year, the Zacks Consensus Estimates predict an EPS of -$0.8 and revenue of $1.79 billion, reflecting changes of +52.38% and -1.02% respectively compared to the previous year [3] - Recent adjustments to analyst estimates for Unity are noted, with positive revisions indicating a favorable business outlook [3] Analyst Ratings and Industry Rank - The Zacks Rank system, which assesses estimate revisions, currently ranks Unity Software Inc. as 2 (Buy), with a 1.85% increase in the consensus EPS estimate over the last 30 days [5] - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 79, placing it in the top 32% of over 250 industries [6]

Core Insights - Unity Software's stock experienced a significant increase of over 14%, reaching a new 52-week high, driven by a trading volume of nearly 40 million shares, which is more than three times its daily average [1][2] - The positive market reaction is attributed to an analyst at Jefferies raising the stock's price target to $35 and maintaining a Buy rating, indicating a shift in investor perception towards Unity [2][3] - The company's turnaround narrative is evolving, with a focus on the successful implementation of its strategy under new leadership [3] Advertising Business Momentum - The renewed confidence in Unity is primarily due to the accelerating performance of its Grow Solutions segment, which aids game developers in attracting players and monetizing their creations [4] - Unity Vector, the new AI-powered advertising platform, has shown a significant performance lift of 15-20% for advertisers, enhancing the platform's attractiveness [5][6] - The launch of the Unity Audience Hub in June 2025, supported by partnerships with Experian and Roku, aims to create targeted ad campaigns and expand into the Connected TV (CTV) advertising space [6][8] Financial and Operational Stability - Unity's core Create Solutions business is showing strong performance, with double-digit revenue growth from high-margin subscriptions, indicating a solid financial foundation [10] - The company's strategic portfolio reset is yielding positive results, as evidenced by improvements highlighted in its first-quarter financial report [11] - Unity's net loss under GAAP decreased to $78 million from $291 million year-over-year, and the company generated $7 million in free cash flow, reversing a previous cash burn [14] Future Outlook - The combination of a revitalized advertising business, a stable core engine, and disciplined financial management positions Unity for potential revenue growth in the latter half of 2025 [12][13] - The next significant milestone for Unity will be the second-quarter earnings report, which will assess whether the operational momentum can translate into improved financial performance [15] - Overall, Unity's narrative is shifting from a turnaround phase to one focused on execution and long-term growth potential [16]

Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the strategy of buying high and hoping to sell even higher [1] - The Zacks Momentum Style Score helps investors identify which metrics are effective for assessing momentum in stocks [2] Group 2: Unity Software Inc. Performance - Unity Software Inc. currently has a Momentum Style Score of A and a Zacks Rank of 2 (Buy) [3][4] - Over the past week, Unity's shares increased by 10.72%, while the Zacks Internet - Software industry declined by 2.73% [6] - In the last quarter, Unity's shares rose by 63.69%, and over the past year, they gained 123.09%, compared to the S&P 500's increases of 19.7% and 14.09% respectively [7] Group 3: Trading Volume and Earnings Outlook - Unity's average 20-day trading volume is 14,861,725 shares, indicating a bullish sign with rising stock prices [8] - In the past two months, one earnings estimate for Unity moved higher, increasing the consensus estimate from -$0.90 to -$0.80 [10] - For the next fiscal year, one estimate has also moved upwards, with no downward revisions during the same period [10] Group 4: Conclusion - Given the strong performance metrics and positive earnings outlook, Unity Software Inc. is positioned as a promising investment opportunity [12]

Group 1 - Morgan Stanley is optimistic about Unity Software's advertising business prospects, citing significant improvements in product competitiveness due to strategic restructuring and technological investments over the past 18 months [1] - Recent feedback from Unity's advertising clients indicates a substantial increase in campaign effectiveness, with installation and purchase conversion rates rising by 15%-20%, aligning with management's statements in the Q2 earnings report [1] - The firm anticipates that as Unity continues to provide efficient technological solutions, advertising budgets will increasingly shift towards its platform, driven by a strong focus on return on advertising spend (ROAS) [1] Group 2 - Three key drivers supporting this trend are highlighted: the full launch of Unity's new Vector advertising model in May, which has shown technical strength within just two months, leveraging Unity's scale and leading position in the gaming engine market [2] - Unity's unique user behavior data, recently utilized for ad targeting, is expected to enhance the performance of the Vector model as more real-time gaming data is inputted [2] - The adoption rate of Unity 6 is rapidly increasing, nearing 50% in Q2, with 80% of clients planning to upgrade, which could lead to subscription revenue growth for the Create department and provide richer data sources for Unity Ads, thereby improving clients' ROAS [2] Group 3 - Morgan Stanley believes that Unity's recovery indicates a multi-win scenario in the market, suggesting that if the Vector model can provide differentiated insights, the overall advertising market size may expand rather than being a zero-sum game [2] - The firm maintains a positive outlook on Unity's investment in its high-margin advertising network and the utilization of its unique data assets, noting that market skepticism regarding Unity's competitiveness in advertising presents significant upside potential for its expectations and valuations [2] - Morgan Stanley retains an "overweight" rating on Unity with a target price of $25, suggesting that under bullish scenarios, valuations could reach $40, corresponding to a 10% annual growth rate in the advertising business [2]

Group 1: Market Performance - Bilibili-W (09626) rose over 4% due to growth in gaming and advertising, with Bank of America raising the target price to HKD 211 [1] - Innovation drugs continue to attract funding, with companies like 3SBio (01530) up over 8%, CanSino Biologics (09926) up over 12%, and others reaching historical highs [1] - DaMai Entertainment (01060) increased over 5% as it became the official channel for Scottish Super League matches, indicating growth in sports ticketing [1] Group 2: Industry Developments - The National Healthcare Security Administration of China initiated the 11th batch of centralized drug procurement, focusing on mature "old drugs" and excluding innovative drugs from the procurement [1] - In the first half of this year, the total amount of License out for Chinese innovative drugs approached USD 66 billion, surpassing the total BD transaction amount for 2024, indicating sustained interest from multinational corporations [1] Group 3: Company-Specific News - Meitu (01357) rose over 5% due to significant progress in overseas lifestyle and productivity scene expansion, including a strategic partnership with Alibaba [2] - Tengsheng Bo Pharmaceutical-B (02137) increased over 7% after granting exclusive rights for a new drug in Greater China to Health元 Group [2] - Smoore International (06969) fell over 2% as it expects a profit decline of up to 35% in the first half of the year due to increased expenses [2] Group 4: Notable Stock Movements - Blueport Interactive (08267) surged over 40% after establishing the LK Crypto division to accelerate Web3 and RWA layout [2] - Gilead Sciences-B (01672) saw an early morning increase of over 11% as clinical research for ASC47 in treating obesity was completed [2] - MicroPort Medical (0853.HK) rose over 6% as it considers a non-binding proposal to restructure its CRM business [3]