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Prediction: This Monster Artificial Intelligence (AI) Software Stock Could Be Wall Street's Next Stock-Split Candidate (Hint: It's Not Palantir)
The Motley Fool· 2025-06-11 01:00
Artificial intelligence (AI) software stocks have been a favorite among growth investors over the last couple of years. As of closing bell on June 6, shares of enterprise software darling Palantir Technologies have gained 69% on the year, making it the top-performing stock in the Nasdaq-100 index. While Palantir appears to be on an unstoppable run, smart investors understand that there are other opportunities at the intersection of artificial intelligence (AI) and software. One AI software company that has ...
钛媒体科股早知道:又一行业大会将召开,机构称人形机器人订单保持快速增长
Tai Mei Ti A P P· 2025-06-11 00:25
Group 1 - Suzhou plans to leverage "AI+" technology to enhance the performance of its football team in the 2025 Jiangsu Provincial City Football League, indicating a growing trend of integrating AI in sports training and performance [2] - The expansion of the Suzhou football league and the rise of star players are expected to increase commercial value in the sports industry, with AI technology being deployed in various fitness applications [2] - Investment opportunities in the sports sector are anticipated for 2025, driven by strong policy support, consumer potential, and advancements in AI technology [2] Group 2 - Orders for humanoid robots are experiencing rapid growth, with small-scale production expected in the second half of 2025, potentially catalyzing market activity [3] - The humanoid robot industry is entering a significant growth phase, comparable to the electric vehicle industry in 2014, indicating a long-term industrial cycle [3] - The emergence of companies like DeepSeek is advancing the development of general-purpose robotic models, leading to a diverse and competitive humanoid robot market [3] Group 3 - Saphlux LLC has launched the T3 series 0.13-inch full-color MicroLED microdisplay, which utilizes self-developed quantum dot technology for high integration of RGB pixels [4] - The company is collaborating with partners to develop AR glasses based on this technology, with plans to launch a new generation of AR glasses by the end of 2025 [4] - AI+AR glasses are seen as the optimal platform for multi-modal interaction, benefiting from advancements in AI and expected to see significant growth in global shipments [4] Group 4 - The smart elderly care robot industry is poised for explosive growth, with a projected market size of approximately 79 billion yuan in 2024, and expected to reach 500 billion yuan by 2025 [5] - The highest market share in the smart elderly care robot sector is held by rehabilitation robots, while emotional companionship robots are experiencing the fastest growth at an annual rate of 120% [5] - Continuous advancements in AI, IoT, and flexible machinery are expected to enhance the capabilities of elderly care robots, transitioning from single-function to multi-modal interaction and embodied intelligence [5]
【早报】中办国办发文,深入推进深圳综合改革试点;事关直播电商监督管理,市场监管总局公开征求意见
财联社· 2025-06-10 23:02
早 报 精 选 1、 中办、国办:允许在香港联合交易所上市的粤港澳大湾区企业,按照政策规定在 深圳证券交易所上市。 2、国家发展改革委主任郑栅洁主持召开科技型民营企业座谈会,摩尔线程、蚂蚁科技 集团等参会。 3、市场监管总局:直播营销人员应真实、准确、全面地介绍商品或者服务,不得欺 骗、误导消费者。 4、辽宁舰、山东舰航母编队赴西太平洋等海域开展训练。 5、一款初代LABUBU以108万元拍卖成交。 宏 观 新 闻 1、中办、国办印发《关于深入推进深圳综合改革试点 深化改革创新扩大开放的意 见》。意见提出,支持深圳深化无人驾驶航空器飞行管理制度改革创新,完善低空飞 行监管规则,探索开展跨境直升机飞行、公益服务等通用航空业务;建立健全职务科 技成果赋权、转化和考核等机制,对转化形成的国有资产保值增值情况试行长周期考 核;允许在香港联合交易所上市的粤港澳大湾区企业,按照政策规定在深圳证券交易 所上市。 2、6月10日,国家发展改革委主任郑栅洁主持召开科技型民营企业座谈会,围绕科学 编制"十五五"规划,聚焦科技创新领域听取意见建议。郑栅洁主任表示,在编制"十 五五"规划过程中,认真研究吸纳企业提出的意见建议,提出更 ...
Lucasys Income Tax Suite Launches on SAP® Store
GlobeNewswire News Room· 2025-06-10 17:29
ATLANTA, June 10, 2025 (GLOBE NEWSWIRE) -- Lucasys, a leading cloud software and service provider for rate-regulated utilities, today announced that its suite of tax applications – including Lucasys Tax Depreciation, Deferred Tax, TBBS, and Copilot – is now available on the SAP® Store, the digital marketplace for SAP and partner offerings. This milestone follows Lucasys’ recent partnership within the SAP® PartnerEdge® Open Ecosystem. By integrating with SAP S/4HANA® and other SAP solutions, these applicatio ...
Salesforce Stock's Low P/E Valuation: Discount Deal or Growth Trouble?
ZACKS· 2025-06-10 13:35
Key Takeaways CRM's P/E of 23.21 is below the software industry average and cheaper than peers like MSFT, ORCL and SAP. Revenue growth slowed to 7.7% in Q1, with 12.9% EPS growth estimated over five years vs. 27.8% in prior years. Despite setbacks, Salesforce leads in global CRM software and is betting big on AI and strategic acquisitions.Salesforce, Inc. (CRM) is currently trading at an attractive valuation, with its forward 12-month price-to-earnings (P/E) ratio at 23.2, which is lower than the Zacks Co ...
AI展望:NewScaling,NewParadigm,NewTAM
HTSC· 2025-06-10 01:43
证券研究报告 科技 AI 展望:New Scaling,New Paradigm,New TAM 华泰研究 2025 年 6 月 10 日│中国内地 中期策略 全球 AI 展望:New Scaling,New Paradigm,New TAM 展望全球 AI 发展趋势,1)模型端新架构正逐步探索,预训练 Scaling Law 有望呈现新起点;2)算力端训练与推理共同推动算力需求持续上行,有望 开启新 TAM,同时算力硬件设计进入新范式;3)应用端商业模式变革带来 新范式,Agent 在细分领域率先落地带来新 TAM。持续看好 AI 产业投资主 线,看好全球 AI 应用进入业绩收获期。 模型:预训练 Scaling Law 有望开启新起点 回顾近三个季度以来的大模型迭代情况,强化学习(RL)带来的后训练 test-time compute 依然是大模型的主流迭代方向。经典 transformer 架构下 模型参数规模或已达到了瓶颈,人类现有公开数据已接近被使用完。但值得 注意的是科技巨头在预训练阶段仍在继续尝试,以腾讯混元 Turbo S 与 Gemini Diffusion 为代表的大模型开始尝试在架构上进 ...
Saputo Issues its 2025 Promise Report
Globenewswire· 2025-06-09 15:00
MONTRÉAL, June 09, 2025 (GLOBE NEWSWIRE) -- On June 5, 2025, Saputo Inc. (TSX:SAP) (we, Saputo or the Company) issued its 2025 Saputo Promise Report, outlining key Environmental, Social, and Governance (ESG) achievements and marking the completion of its most recent three-year corporate responsibility strategic cycle. The Saputo Promise is Saputo’s approach to ESG performance, which guides the Company’s everyday actions to ensure it lives up to the values on which it was founded. It consists of seven Pillar ...
Chesapeake Gold Announces $4.4 Million Non-Brokered Private Placement with Eric Sprott
Newsfile· 2025-06-09 10:00
Vancouver, British Columbia--(Newsfile Corp. - June 9, 2025) - Chesapeake Gold Corp. (TSXV: CKG) (OTCQX: CHPGF) ("Chesapeake" or the "Company") is pleased to announce a non-brokered private placement of 3,700,000 units ("Units") at a price of $1.20 per Unit for gross proceeds of $4,440,000 (the "Private Placement"). Each Unit will consist of one common share of the Company and one-half common share purchase warrant (each whole warrant, a "Warrant"). Each Warrant will be exercisable for one common share of ...
企业AI卡在哪?不是模型,也不是数据,而是人性与胆识
Sou Hu Cai Jing· 2025-06-09 05:51
如果你曾经主导过企业转型,你就知道最难的从来不是技术——而是人。 行动的勇气、选择的清晰、坚持的信念——这三者才是先锋者与随波逐流者的分水岭。 而在企业AI的世界里,这种差异前所未有地清晰。 我们正处于一个非凡的时刻。AI不再是遥远的可能性,它已经到来,正在重构整个产业结构。但尽管 媒体满天飞着"自主智能体""大语言模型""万物自动化",现实中的董事会却弥漫着一种奇怪的混合情 绪:着迷、焦虑、与瘫痪。 Barb Hyman, founder and CEO of Sapia.ai: While enterprises wring their hands over hypothetical harms, they're blind to the harm of inaction. "当企业担心AI可能带来的假设性伤害时,却往往对'不作为'造成的真实伤害视而不见。" ——Barb Hyman,Sapia.ai创始人兼CEO 我过去七年一直在打造Sapia.ai——一家以AI为核心,重塑企业招聘方式的公司。早在2022年AI炒作浪 潮之前,我们就已经投入实战:用自然语言处理技术评估应聘者,去除人为偏见,让招聘更公平 ...
防务支出提振,德股企业盈利增速要超美股了
Hua Er Jie Jian Wen· 2025-06-06 11:08
当市场还在担心特朗普关税威胁时,德国企业已悄然准备了一场盈利爆发。 "德国之虎正在觉醒。我希望越来越多的人意识到,2026年德国企业的平均盈利增长应该会超过美国。" 这一预期已在股价表现中得到印证。德国DAX指数今年飙升21%,领跑所有主要全球指数。相比之下,泛欧Stoxx 600基准指数仅上涨约9%,而标 普500直到最近才转为正收益。 军工引擎驱动:防务支出成增长核心 德国盈利增长的主要动力来自军工股,欧洲正大举投资以加强军事实力。分析预计,Rheinmetall AG、空客和MTU Aero Engines AG将贡献DAX指 数2025年下半年约20%的每股收益增长。 能源转型、电动车和人工智能板块股票同样被视为关键推动力,数据中心投资增加、电气化进程和新AI应用的兴起为这些领域注入动力。 华尔街见闻此前提及,德国内阁已批准价值约460亿欧元(530亿美元)的企业税收减免方案,7月起新购机械设备享30%税收抵扣,2028年起联邦 企业税率从15%逐年降至10%,电动车首年可按75%购置价折旧。这是重振连续三年停滞经济的更广泛努力的一部分。 彭博数据显示,德国DAX指数成分股2025年下半年及2026年 ...