周四公布的行业数据显示，三星电子是今年韩国散户投资者中被作为礼物馈赠最多的股票。 责任编辑：于健 SF069 周四公布的行业数据显示，三星电子是今年韩国散户投资者中被作为礼物馈赠最多的股票。 据当地券商KB证券公司的分析，通过该公司的股票赠送服务，三星电子的交易次数位居首位。 在韩国国内股票赠与交易中，三星电子占9%，其次是LG电子的信息技术子公司LG CNS的股票，以及 三星电子的优先股。 三星电子及其优先股的赠予交易占韩国今年股票赠予交易总额的10%以上。 据当地券商KB证券公司的分析，通过该公司的股票赠送服务，三星电子的交易次数位居首位。 在韩国国内股票赠与交易中，三星电子占9%，其次是LG电子的信息技术子公司LG CNS的股票，以及 三星电子的优先股。 三星电子及其优先股的赠予交易占韩国今年股票赠予交易总额的10%以上。 业内人士认为，美国科技股的强劲上涨提振了韩国半导体股，尤其是三星电子。与其他大型半导体股相 比，该公司的股价相对较低，这使得它更容易被馈赠。 业内人士认为，美国科技股的强劲上涨提振了韩国半导体股，尤其是三星电子。与其他大型半导体股相 比，该公司的股价相对较低，这使得它更容易被馈赠。 ...

Core Insights - Udemy has announced a partnership with LG CNS to expand into Korea's corporate learning market [1] - The partnership will leverage LG CNS's distribution network, which includes over 500 enterprise clients and millions of professionals [1] - Udemy will provide its AI-powered platform, including features like MCP Server, AI Assistant, and Role Play [1] Company Overview - Udemy is positioned as a global AI-powered skills acceleration platform [1] - The collaboration with LG CNS marks a strategic move to enhance Udemy's presence in the Asian market [1] Market Impact - The partnership is expected to significantly increase Udemy's reach within the corporate learning sector in Korea [1] - Access to LG CNS's extensive client base may lead to increased adoption of Udemy's learning solutions [1]

Investment Overview - SoftBank Group and Nvidia are negotiating to lead an investment exceeding $1 billion in Skild AI, valuing the company at $14 billion [1] - Skild AI was previously valued at $4.7 billion in May after raising $500 million, with participation from SoftBank, LG Technology Ventures, Samsung, and Nvidia [2] Company Profile - Skild AI is a nearly three-year-old startup focused on developing a robot-agnostic foundational model rather than proprietary hardware [3] - The company introduced its general-purpose robot model, Skild Brain, in July, showcasing capabilities such as picking up dishes and navigating stairs [3] - Strategic partnerships have been established with LG CNS and Hewlett Packard Enterprise to enhance its ecosystem [3] Industry Trends - There is a growing investor interest in AI robotics, as evidenced by Physical Intelligence raising $600 million at a $5.6 billion valuation [4] - Figure, a humanoid robot developer, recently raised over $1 billion at a valuation of $39 billion, indicating strong market potential [5] - Another humanoid robot developer, 1X, was reported to be in discussions to secure up to $1 billion at a $10 billion valuation [5]

Core Insights - Skild AI is revolutionizing the robotics industry with its innovative AI system, Skild Brain, which allows robots to adapt and perform tasks even when physically impaired [2][28] - The company's valuation has skyrocketed from $1.5 billion in July 2024 to $4.5 billion by June 2025, reflecting significant investor interest and confidence in its technology [6][28] Company Overview - Skild AI, founded in May 2023, is a spin-off from Carnegie Mellon University, focusing on developing a universal AI system for various robotic applications [5][6] - The founders, Abhinav Gupta and Deepak Pathak, are renowned professors in robotics and computer science, with extensive academic and industry experience [8] Technology and Innovation - Skild Brain aims to solve the fragmentation issue in the robotics industry by enabling a single AI model to control multiple types of robots for various tasks [10][11] - The technology allows robots to learn from past experiences, significantly enhancing their operational efficiency and adaptability [16][17] Competitive Advantages - Skild AI has established three key barriers to entry: - **Technical Barrier**: Skild Brain possesses a memory capability that far exceeds traditional robots, allowing for improved learning and adaptation [16][17] - **Data Barrier**: The company utilizes a unique data acquisition strategy, including simulation training and real-world data collection, creating a robust feedback loop for continuous improvement [18][20] - **Ecosystem Barrier**: Partnerships with major investors and industry players like SoftBank and Amazon provide Skild AI with resources and support that are difficult for competitors to replicate [21][22] Commercialization Efforts - Skild AI is actively pursuing commercialization, having formed partnerships with HPE and LG CNS to address computational challenges and explore model licensing in logistics and industrial applications [23][24] - The company has demonstrated significant cost advantages, deploying its technology on lower-cost robotic systems compared to traditional custom solutions [26] Future Outlook - The rapid increase in valuation and the innovative approach of Skild AI suggest a promising future for the company as it aims to create a universal brain for robots, enhancing their capabilities in various sectors [28][30]

| < W | | 日经225(N225) | | | < W | 韩国综合指数(KS | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 50223.12 -1274.08 -2.47% | | | | | 3948.75 -172.99 -4.209 | | 资料 成分 | 资讯 | 相关县金 | | 月度 | 六米版 成分 | 资讯 | 相关 | | 名称 | | 现价 | 涨跌幅 ◆ | | | | | | | | | | | 名称 | | 现价 | | 日立建机 | | 4467.0 | -10.46% | | KOAS | | | | 6305.T | | | | | 071950.KS | | 4980 | | 索喜科技 | | | | | | | | | 6526.T | | 2534.5 | -9.19% | | ISUPETASYS | | | | | | | | | 007660.KS | | 102400 | | 软银集团 | | 22985.0 | -8.64% | | IG CNS | | | | 9984.T | ...

Group 1 - The successful development of a 6mm thick rare earth permanent magnet motor marks a significant advancement in China's high-end rare earth permanent magnet motor research and industrialization, opening new avenues for global competition [2] - The "Xingchen No. 1" chip, developed by Hubei Chipking Technology Co., is set for large-scale deployment in vehicles next year, filling a gap in domestic high-performance smart driving chips and has already attracted attention from major automotive manufacturers [2] - Samsung has decided to extend the production of DDR4 1z DRAM until December 2026, reversing its previous plan to cease production this year, which indicates a strategic shift in its product lifecycle management [2] - LG CNS will build its first overseas artificial intelligence data center in Jakarta, Indonesia, with an investment of 100 billion KRW (approximately 72 million USD), marking a significant step for Korean companies in the AI sector [2]

Group 1 - Cohere, an AI startup valued at $5.5 billion, plans to establish an Asia-Pacific hub in Seoul, South Korea, to expand its operations in the region [2] - The company has appointed Andrew Chang as Vice President for the Asia-Pacific region to oversee the Seoul office and drive regional expansion [2] - Cohere has raised a total of $970 million in funding from investors including Nvidia, AMD, Oracle, Salesforce, Cisco, and others, with the latest funding round being a $500 million Series D completed in July 2024 [2] Group 2 - Cohere focuses on developing large language models tailored for enterprises, particularly in regulated industries that handle sensitive data, such as finance, healthcare, manufacturing, energy, and government [5] - The company collaborates with LG CNS to develop customized AI models with advanced Korean language processing capabilities, integrating with Cohere's AI agent, North [5][6] - A significant project includes the development of a large language model with 111 billion parameters that supports 23 languages, including Korean, Japanese, and Chinese, which can operate within enterprise data centers [5] Group 3 - The decision to open an office in South Korea aligns with the new president's commitment to invest 100 trillion won (approximately $72 billion) in AI infrastructure and technology development [6]

Group 1 - The South Korean stock market has experienced a significant rise this year, driven primarily by the surge in digital assets linked to the Korean won, with the KOSPI index up nearly 30% year-to-date [1] - Companies related to the Bank of Korea's digital currency plan, such as Kakao Pay and LG CNS, have seen substantial stock price increases, with Kakao Pay's stock doubling and LG CNS rising nearly 70% [1] - The Kosdaq market has also seen notable gains, with fintech security company Aton's stock soaring 80% and mobile game developer ME2ON's stock tripling due to its subsidiary launching a dollar-pegged stablecoin [1] Group 2 - Despite the bullish market sentiment, the government has yet to announce specific regulatory policies for the won-backed stablecoin, with current trading primarily driven by expectations [2] - The appointment of Kim Yong-beom, a known supporter of digital assets, as chief policy advisor has further boosted market confidence, alongside a proposed bill allowing companies with a minimum capital of only 500 million won to issue won-backed stablecoins [2] - The Bank of Korea has expressed concerns regarding the issuance of stablecoins by non-bank entities, citing potential impacts on capital flows and monetary policy [2] Group 3 - A plan has been proposed to launch a regulatory framework for won-backed stablecoins and to promote the establishment of a spot cryptocurrency ETF by the second half of 2025 [3] - There is a growing divergence in perspectives on stablecoins between South Korea and the United States, with South Korea focusing on payment service innovation through won-backed stablecoins [3] - Tether, a major player in the stablecoin industry, holds over $120 billion in U.S. Treasury bonds, highlighting the increasing integration of stablecoins with the global financial system and government securities markets [3]

► 三、投资建议 [Table_Title2] 计算机行业周报 [Table_Summary] 本周观点: ► 一、稳定币：合规提速与应用破局并行 韩国通过《数字资产基本法》草案，大幅降低稳定币 发行门槛至 5 亿韩元，激发 Kakao Pay 等支付巨头及 银行联盟加速布局韩元稳定币；中国香港则发布《数 字资产发展宣言 2.0》，明确将于 2025 年 8 月实施稳 定币发牌机制；同时国泰君安国际获批成为首家拥有 虚拟资产全牌照的中资券商。两地政策驱动与头部机 构行动清晰表明，稳定币正深度嵌入主流金融体系， 这标志着亚洲本币稳定币生态加速成型，传统金融与 加密生态的融合进入规模化落地新阶段。 ► 二、代币化生态延伸，RWA 应用加速 中国移动通信联合会设立"RWA 联合实验室"，强化 标准与场景协同；国家数据局"数据要素×"行动联 合多部委，打通数据确权、跨域流通机制，为 RWA 提 供制度锚点。全球市场同步爆发，广发中国香港试水 离岸人民币代币化证券，拉美完成首笔链上能源资产 并购，Canton 获 1.35 亿美元融资凸显隐私合规基建 价值。RWA 通过资产上链重构传统金融效率，其"制 度设计+技术验证 ...

Core Insights - SK Group and Amazon Web Services (AWS) are investing approximately 7 trillion KRW (51.1 billion USD) to build the largest AI data center project in South Korea [1][4] - The project will commence construction in September 2023 and is expected to be fully operational by 2029, with an initial capacity of 100 MW [1][4] - SK Group plans to expand the data center's capacity to 1 GW in the future, aiming to establish it as a global hub for AI [1][4] Investment Details - The total investment for the AI data center project is around 7 trillion KRW, with AWS contributing 40 billion USD [1][4] - The data center will be located in Ulsan, a city in southern South Korea, marking a significant investment outside the capital region [4] Market Impact - The announcement has positively influenced South Korean AI-related stocks, with SK Hynix rising over 3%, Kakao soaring 11%, and LG CNS increasing by 9% [1] - The KOSPI index has surpassed the 3000-point milestone for the first time in three and a half years due to this news [1]