日前，中国计算机学会(CCF)主办的2025年度CCF科技成果奖评选结果正式揭晓，由第四范式(北京)科 技有限公司联合上海交通大学、清华大学共同完成的「OpenMLDB：企业级机器学习数据库关键技术 与系统平台」项目，凭借其在企业级机器学习数据管理领域的重大技术突破与规模化产业应用，荣获 「CCF科技成果奖」科技进步二等奖，标志着该项目在计算机科学与技术工程领域的创新成就获得了学 界与业界的双重权威认可。 攻克核心场景技术壁垒 奠定AI落地数据基石 当前，人工智能技术正深入各行各业，但其规模化应用落地的进程，尤其在要求严苛的核心业务系统 中，仍面临数据管理层面的显著挑战。在线推理与离线训练场景下的数据一致性、实时处理性能以及海 量训练数据的高效准备，成为制约AI价值充分释放的关键瓶颈。 第四范式OpenMLDB项目精准聚焦于此，面向在线AI应用的核心数据管理场景，进行了深入技术攻 关，并在多个关键维度取得实质性突破： • 一致性保障：项目创新性地实现了在线推理与离线训练场景下的数据计算一致性，确保模型在不同阶 段处理的数据逻辑统一，从根本上提升了AI应用的准确性与可靠性。 • 毫秒级实时处理：针对AI决策对时 ...

北京商报讯（记者 王寅浩 宋雨盈）10月23日，平安好医生公布截至2025年9月30日止九个月期间的业绩 显示，今年前三季度，平安好医生录得总收入37.25亿元，同比增长13.6%；净利润1.84亿元，同比增长 72.6%；经调整后净利润2.16亿元，同比增长45.7%。 报告期内，平安好医生F端及B端企康业务收入同比增长21.5%。其中，F端医险协同不断深化、产品能 力持续提升。同时，平安好医生推出"7+N+1"医疗AI产品体系，实现"数据+模型+场景"闭环，目前，复 杂疾病MDT（多学科会诊）治疗方案准确率进一步提升至近90%，助力家医客均服务成本同比下降 52%。 ...

Core Viewpoint - Baoli International (300135.SZ) continues to face pressure on its asphalt business while diversifying into the semiconductor sector through investments in semiconductor testing equipment [1][6]. Financial Performance - For the first three quarters, Baoli International reported revenue of 1.067 billion yuan, a year-on-year decline of 36.42%, and a net loss of 10.13 million yuan, shifting from profit to loss [1]. - In Q3, the company achieved revenue of 547 million yuan, a year-on-year increase of 2.61% and a nearly 90% quarter-on-quarter growth [4]. - The net loss narrowed from over 10 million yuan in Q2 to 3.25 million yuan in Q3 [4]. Business Strategy - The company is transitioning from its traditional aviation business, which has seen a significant revenue drop, to a lighter asset model focused on aircraft operation and maintenance services [5]. - Baoli International has been selling off its aircraft assets and has reduced the registered capital of its wholly-owned subsidiary in aviation from 200 million yuan to 50 million yuan [5]. Investment in Semiconductor Sector - In September, Baoli International invested in Nanjing Hongtai Semiconductor Technology Co., Ltd., acquiring a 2.64% stake, with plans to further invest in the semiconductor industry [6][8]. - The company sees semiconductor testing as a promising direction for future investments and aims to expand its presence in the semiconductor supply chain [2][8]. Market Conditions - The overall asphalt industry is experiencing a downturn, with expectations of a decline in apparent consumption in 2025 compared to 2024 [4]. - Hongtai Technology, the semiconductor company, has faced declining performance, with revenues of 221 million yuan in 2023 and a net loss of 58.32 million yuan in 2024 [7].

近日，但斌执掌的东方港湾海外基金向美国证监会提交 2025年三季度 13F报告，12.92亿美元的持仓版 图与调仓路径随之曝光，持仓标的首次增至17只。三季度，但斌大举买入阿里巴巴，新进Astera Labs、 博通等AI产业链标的。 近期，私募大佬但斌的三季度一系列动作引发市场高度关注：约两个月前，他卸任东方港湾总经理职 务，仅保留经理头衔，同时身份信息由 "中国"变更为"中国香港"。结合其长期对美股的投资偏好，市 场猜测这一身份调整或为海外资产配置与资金募集提供便利。 东方港湾三季度末美股持仓规模达12.92亿美元 三季度科技股的强势，在A股及美股市场同步体现，纳斯达克指数单季累计上涨11.24%， 主要受益于 科技板块的强劲表现，尤其是英伟达、谷歌等权重股均在三季度创出历史新高。 大举买入阿里巴巴，新进博通等AI产业链标的 值得注意的是，阿里巴巴成为但斌的新宠。数据显示，三季度东方港湾新进持有阿里巴巴22.1万股，持 有市值3949万美元。从股价表现来看，阿里巴巴三季度涨幅达到57.6%，截至10月21日，年内涨幅超 100%。 今年9月17日，但斌曾公开发文指出，阿里巴巴市值仅为亚马逊的15.25%。 ...

格隆汇10月23日丨歌礼制药-B(01672.HK)公告，10月23日耗资180.30万港元回购20万股，每股回购价 8.86-9.2港元。 ...

格隆汇10月23日丨归创通桥(02190.HK)发布公告，2025年10月23日耗资54.15万港元回购2.3万股，回购 价格每股23.3-24.12港元。 ...

智通财经APP获悉，本周，盖世汽车研究院发布了 2025 年 1-8 月车载激光雷达装机量排行榜。榜单显示，8 月份禾赛车载主激光雷达装机量继续稳居行业第 一。禾赛(02525)已连续 7 个月主激光雷达市占率第一并保持高速增长，市场占有率已上升到 46%，约为第二名的 1.5 倍，第三名的 2.4 倍。 据盖世研究院数据，2025 年 1-8 月，中国前装量产领域主激光雷达累计装机量 131 万台，其中禾赛科技装机量为 51 万台。禾赛激光雷达的月装机量已从 33,485 台增长到 97,583 台，翻了近三倍。禾赛主激光雷达市场装机量稳定增长，已连续 7 个月保持行业第一。 激光雷达正从汽车的核心智能硬件普及为安全硬件，以"机器人之眼"、"隐形安全气囊"的新身份，成为国内新车的智能和安全标配。盖世汽车研究院报告显 示，2024 年国内激光雷达装机量首次突破 150 万台，同比激增 179.7%;2025 年上半年即达 100.2 万台，同比再增 71%，全年有望冲击 250 万台。截至 2025 年 8 月，激光雷达在新能源乘用车中的渗透率已达到 19%，做到接近 1/5 的新车标配。 禾赛科技也在快步迈 ...

智通财经APP讯，归创通桥(02190)发布公告，于2025年10月23日斥资54.15万港元回购2.3万股。 ...

智通财经APP讯，歌礼制药-B(01672)发布公告，于2025年10月23日斥资180.3万港元回购20万股。 ...

Core Viewpoint - The Hong Kong Securities and Futures Commission (SFC) and the Hong Kong Stock Exchange (HKEX) have taken disciplinary action against former directors of Star Universe Holdings Limited for failing to disclose significant financial liabilities in the company's prospectus during its IPO in May 2019 [1][2]. Group 1: Disciplinary Actions - Former non-executive director Lu Qingxing and former executive director Lu Zhufeng faced disciplinary actions due to their failure to disclose 13 outstanding loans totaling approximately RMB 49 million related to Star Universe's subsidiary [1]. - The SFC's investigation revealed that Lu Qingxing received at least RMB 44 million from these loans, which remained unpaid as of August 2020, constituting a significant financial liability not disclosed in the IPO prospectus [1]. - The HKEX issued a "statement of investor rights damage" against the two individuals, stating that their continued presence on the board would harm investor interests [2]. Group 2: Regulatory Compliance - The SFC emphasized the importance of directors fulfilling their fiduciary duties and ensuring compliance with relevant rules and regulations enforced by the SFC and HKEX [2]. - The actions of the two former directors raised serious questions about their suitability to serve on the board, highlighting the need for high transparency and diligence in financial disclosures and conflict of interest management [2]. - Star Universe's shares were listed on the HKEX on May 16, 2019, and are set to be delisted on January 26, 2024 [2].