各位投资者大家晚上好然后我是张春晨然后跟各位领导汇报一下电力IT这一块的一个投资机会这样的一个数据从过完春节之后到现在的话基本上我们已经前面也组织过两次关于整个能源IT这一块的一个电话会议反正就主要核心强调的公司的话也主要是我们一直在推荐的这几个公司 嗯但是呢就是最近感觉有一些比较大的这样的一个变化的点或者说啊一个观众的点呢是在哪呢就是能明显感觉到就是很多公司他其实啊尤其是在啊配网的智能化这一块的话很多公司的一个订单啊就大家观察到了除了计算机这一块之外其他的包括像 这种亚瑟设备就是亚瑟设备里面像特高压的直流核心标的像奈瑞、蓄积、锡电等等然后包括像特高压的交流这一块频高等等大家能从公司的业绩以及订单上面因为在整个电网的设备那一段的话它整体的一个订单包括产能利用的情况大家可能会看得更清楚一点那么像能源信息化就偏计算机这边 这边的话可能大家看直观上看订单的话其实是不是特别清楚因为各个公司的话可能也比较分散所以大家对于整个信息度的实观化程度可能没有那么高但大家如果看包括像这种特高压的交支流核心的那几个公司的话这一块的一个订单其实是非常清晰的其实非常清晰的 所以呢我们其实是观察到就是从包括去年年报的一个在手订单的情况包 ...

How Generative AI Is Changing the Global South’s IT Services Sector By Julian Jacobs | June 10, 2024 The emergence of large language models (LLMs) has kindled discussions about the potential for artificial intelligence (AI) to increase productivity and boost economic growth. Although the economic effects of AI have been a topic of debate for the last decade, the growing adoption of LLMs creates a new urgency for understanding the technology’s impact. To date, most research on the economic effects of AI has ...

呃现在是呃下午的4点半啊呃这个欢迎大家来到我们的这个直播间呃当中啊那么我们本场直播呢是招商基金啊这个呃主办的啊关于瑞士投资的相关的一个这样的直播栏目啊那么叫做瑞士有招啊这个栏目呢也是我们在系列直播当中啊啊最新推出的一档这样的专业类的啊这样的一个直播栏目 那么大家也都知道瑞士市场的发展最近这几年是得到了国家政策的非常积极的支持还有包括市场投资者各类投资者机构还有包括我们的一些个人投资者的关注从过去几年市场的发展情况上来看无论是发行的数量还是发行规模都呈现出快速增长的这样的一个趋势 所以我们的这档直播栏目也是在接下来一段时间也会邀请到招商基金多位专业的投资经理或者说市场的资深人士来和我们的各类直播的客户群体包括我们的专业投资者还有包括一系列的这样关心raise投资的朋友们来介绍关于招商基金raise投资方面的一些专业观点 那么今天不上直播我们也是非常荣幸的邀请到了这个招商基金一位非常对瑞士投资非常专注或者说也是我的一位老同事就是我们招商基金专业副总监万一先生也是我们的招商基金的投资经理首先请万一总来和线上直播的朋友们打个招呼 大家好我是三安基金瑞士投资团队投资经理我叫万一目前我主要是负责公司的瑞士投资业务很高兴非 ...

How to Improve the American Privacy Rights Act ASH JOHNSON | JUNE 2024 America desperately needs a federal privacy law—but it needs the right federal privacy law. In its current state, APRA is not that law. But with a few important changes, it could be. KEY TAKEAWAYS  Congress should remove the data-minimization requirements from APRA and instead focus on giving consumers more control over their data.  Congress should encourage consumers to take advantage of the diverse data-sharing economy instead of ins ...

over to Richard Putnam. Please go ahead. Thank you, Gary. Very fine job. Hello, everyone, and welcome to HealthEquity's first quarter of fiscal year 2025 pre-conference call. My name is Richard Putnam. I do investor relations for HealthEquity. Joining me today is John Kessler, President and CEO, Dr. Steve Demelman, Vice Chair and Founder of the company, and James Tania, Executive Vice President and CFO. Before I turn the call over to John, I have a couple of of reminders as we usually do. First, a press rel ...

Greetings and welcome to the GitLab First Quarter Fiscal Year 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. You may register to ask a question at any time by pressing the star and 1 on your telephone keypad. You may withdraw yourself from the queue at any time by pressing star 2. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Kelsey Turcotte, Vi ...

How to Address Children’s Online Safety in the United States ASHLEY JOHNSON | JUNE 2024 Protecting children from online harms requires a careful balance between ensuring safety and safeguarding free speech, user privacy, and parents’ rights. The most effective approach would split responsibility between the government, parents, and online services. KEY TAKEAWAYS  Debates over how best to protect children are much older than the Internet, and the harms children face online are many of the same harms childre ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The public sentiment towards AI is mixed, with curiosity being the most common emotion, but negative feelings have increased by about 20% compared to the previous year [5][22][23] - Only 32% of Americans feel confident in explaining how modern AI models work, indicating a significant knowledge gap [5][30] - Awareness of AI tools like ChatGPT has nearly doubled, yet only 13% of Americans use LLM-based chatbots regularly [5][39] - The potential economic benefits of AI are recognized, with the IMF estimating a 1.5% productivity boost in advanced economies, but only 7% believe it will increase wages for workers [6][46] - Concerns about misinformation and job displacement are prevalent, with 71% worried about AI-generated content affecting elections [8][60] Summary by Sections Introduction and Summary - The report follows up on previous research, exploring public views on AI through extensive polling in the US and UK [4] Public Sentiment - Curiosity is the dominant emotion regarding AI, but negative emotions have increased [5][22][23] - 51% of Americans believe AI is developing faster than expected, a 20% increase from last year [19] Understanding of AI - Only 32% of Americans are confident in explaining AI models, reflecting a lack of understanding [5][30] Current Usage of AI - Awareness of AI tools is high, with significant growth in recognition of ChatGPT, yet regular usage remains low at 13% [5][39] Opportunities - AI is expected to be a major economic driver, with potential productivity increases, but skepticism exists regarding direct benefits to wages [6][46] Concerns - Misinformation is the top concern, with 71% worried about its impact on elections, and 46% unsure about detecting AI-generated content [8][60] Future Expectations - 55% believe AI will reach human-level intelligence by the end of the 2030s, consistent with previous polling [85] Policy Recommendations - Majority support for policies like clear labeling of AI content and legal liability for AI companies, but caution is advised in creating new regulations [98][99]