欢迎英国医学科学院院士、英国皇家医师学会会士、英国伦敦大学学院副校长、伦敦大学学院认知神经 学教授、伦敦大学学院生命科学学院前院长、认知神经科学研究所前所长、谷歌DeepMind公司前高级 科学顾问Geraint Rees院士加入欧洲经济研究院！ 项目和荣誉 Geraint Rees院士的研究兴趣是人类认知的本质和神经基础，特别是潜在的意识和相关现象;以及将高维 多变量推理（"机器学习"和类似工具）应用于医疗保健提供、创新理解和其他领域的重大挑战。在伦敦 大学学院担任高级职务时，他与同事合作，作为亨廷顿舞蹈症治疗干预神经基础的联合研究员（与 Sarah Tabrizi 教授担任 PI），以及作为神经科学和医学高维推理的联合研究员（与 Parashkev Nachev 教 授）。 EUROPEAN ECONOMIC RESEARCH INSTITUTE 职业生涯 Geraint Rees 是伦敦大学学院的副教务长（研究、创新和全球参与），Geraint 负责为伦敦大学学院世界 领先的研究、知识交流和全球参与以及支持它的职能、服务和资源提供愿景和学术领导。 2014 年至 2022 年，Geraint Rees院 ...

云原生环境优化专业公司Cast AI Group Inc.今日宣布，获得Pacific Alliance Ventures的新一轮融资，公司 估值突破10亿美元，并将推出统一的云GPU市场平台。 继去年由G2 Venture Partners和软银愿景基金2期领投的1.08亿美元C轮融资后，Cast AI的融资总额已超 过1.8亿美元。该公司未透露此次战略融资的具体金额。 Cast AI成立于2019年，专注于利用机器学习技术为Kubernetes云环境提供自动化性能优化，通过"合理 调配"资源、自动扩缩容和管理竞价实例来实现成本节约和安全保障。这使企业能够更高效地使用云基 础设施进行FinOps和云工程等操作。 Cast AI联合创始人兼首席执行官Yuri Frayman表示："企业需要的不仅仅是更便宜的基础设施，而是能 够随着工作负载和约束条件变化而自动适应的基础设施。这正是我们的自动化智能体的设计目标，这笔 投资将帮助我们在全球范围内扩展这一能力。" 甲骨文公司作为首个主要云服务提供商加入Omni Compute，通过Cast AI为客户提供多余的GPU容量。 甲骨文云基础设施高级副总裁Karan Ba ...

OneSpaWorld (NasdaqCM:OSW) FY 2026 Conference January 12, 2026 02:00 PM ET Company ParticipantsStephen Lazarus - COO, President and CFOLeonard Fluxman - Chairman and CEOConference Call ParticipantsSharon Zackfia - AnalystSharon ZackfiaSorry for running late. It's on me, not on management. I'm Sharon Zackley with William Blair. Thanks for joining us today. So we have the team from OneSpaWorld. We have Leonard Fluxman, Chairman and CEO, and Stephen Lazarus, who has so many titles at this point. So I think COO ...

OneSpaWorld (NasdaqCM:OSW) FY 2026 Conference January 12, 2026 02:00 PM ET Company ParticipantsStephen Lazarus - COO, President and CFOLeonard Fluxman - Chairman and CEOConference Call ParticipantsSharon Zackfia - AnalystSharon ZackfiaSorry for running late. It's on me, not on management. I'm Sharon Zackfia with William Blair. Thanks for joining us today. So we have the team from OneSpaWorld. We have Leonard Fluxman, Chairman and CEO, and Stephen Lazarus, who has so many titles at this point. So I think COO ...

【导读】昔日霸主CMU跌落神坛，清华上交联手登顶世界第一，中国高校以「屠榜」之势宣告CS新时代的到来！ 就在刚刚，2026 CSRankings全球计算机科学排名正式出炉。 上海交通大学首次登顶，与清华大学并列全球第一！ | Institution | Count Faculty | | | --- | --- | --- | | 1 > Shanghai Jiao Tong University & Ila | 3.2 | 139 | | 1 > Tsinghua University A Ila | 3.2 | 129 | | 3 ▶ Carnegie Mellon University # = Ila | 2.7 | 116 | | 3 > Zhejiang University # lilu | 2.7 | 111 | | 5 > Peking University = Ilu | 2.4 | 123 | | 5 > Univ. of Illinois at Urbana-Champaign @ Illa | 2.4 | 81 | | 7 > HKUST * Lt | 2.3 | 61 | | 7 > ...

2026 年 01 月 09 日 金融工程研究团队 魏建榕（首席分析师） 证书编号：S0790519120001 傅开波（分析师） 证书编号：S0790520090003 高 鹏（分析师） 证书编号：S0790520090002 证书编号：S0790522030001 王志豪（分析师） 证书编号：S0790522070003 盛少成（分析师） 证书编号：S0790523060003 蒋 韬（分析师） 证书编号：S0790525070001 相关研究报告 苏俊豪（分析师） 证书编号：S0790522020001 胡亮勇（分析师） 《量化产品季度点评：300&500 增强 Q3 超额回撤，公募红利量化表现优 异》-2025.10.11 请务必参阅正文后面的信息披露和法律声明 1 / 12 量化产品季度点评：宽基增强 Q4 超额优秀，885001 增强产品备受关注 ——开源量化评论（116） | 魏建榕（分析师） | 高鹏（分析师） | | --- | --- | | weijianrong@kysec.cn | gaopeng@kysec.cn | | 证书编号：S0790519120001 | 证书编号：S07 ...

ICML这次是动真格了，用「株连九族」的酷刑整治学术灌水和AI作弊，导师们如果不亲自把关，恐怕要被猪队友坑到颗粒无收！ ICML同行评审新规来了！ 今天，ICML程序主席联手发布了一篇新博客，公开了一系列同行评审新举措。 主要亮点包括以下四点： 这一次，论文作弊的后果非常严重！！！ 若一篇论文，有作者灌水、提示词注入、串通舞弊等做出不端行为，所有合作者名下的所有投稿，都可能被拒掉。 也就意味着，一个人犯错殃及池鱼，所有人连坐。 打击「切香肠」式投稿的新政 针对滥用评审的「连带直接拒稿」机制 审稿人互惠原则 支持作者与审稿人的新举措 出此政策是因为当前，ICML 2026论文投稿刚刚开始，接下来将要开启下一轮工作——审稿。 往年，同行评审各种惊人爆料让人猝不及防，而且问题层出不穷——谁是Adam？AI评审忘删提示..... ICML的四大新政最主要目的是，在优化同行评审流程、提升质量的同时，还要拥抱AI。 今年是ICML第43届机器学习年会，将于2026年7月6日-11日在韩国首尔开幕。 接下来，一起看看堪称ICML史上最严新规的具体内容。 往年回顾： ICML 2026史上最严新规：LLM不得列为作者，滥用A ...

Core Insights - The report emphasizes the strategic importance of digital and intelligent transformation in the energy sector, highlighting it as a key direction for the industry's upgrade and transition [1][4] - The integration of digital technology with traditional industries is seen as a strategic choice to seize opportunities from the new technological revolution and industrial transformation [1][4] Policy Insights - In March 2023, the National Energy Administration of China released opinions on accelerating the development of energy digitalization and intelligence, stating that the integration of energy and digital technology is crucial for modernizing the energy industry [2][3] Market Insights - According to a report by Zhiyan Consulting, the global energy equipment market is projected to reach approximately $1.21 trillion in 2024 and $1.27 trillion in 2025, with the market for energy equipment transformation driven by digitalization expected to reach $173 billion by 2025 [3] - Although the digital transformation segment represents only about 10% of the overall energy equipment market, it presents significant growth opportunities for domestic and international manufacturers, technology providers, and related service industries [3] Industry Insights - Energy digitalization is characterized as a collaborative effort across multiple industries rather than a singular focus, involving cooperation across the industrial chain, technology support, and business integration [3] - Schneider Electric, as a global leader in energy technology, applies advanced electrification, automation, and digitalization technologies across various sectors, including buildings, data centers, factories, infrastructure, and power grids [3] Conclusion - The development of energy digitalization is deemed a necessary choice to address global energy transitions, ensure energy security, and enhance industrial competitiveness, aligning with the core demands of the energy sector [4]

Financial Data and Key Metrics Changes - The company achieved record sales of $426 million in Q3 2026, a 5.5% increase from $403.7 million in the prior year period [5][9] - Adjusted EBITDA for the quarter was $91.2 million, or 21.4% of sales, compared to $90.7 million, or 22.5% of sales for the same period last year [12][13] - Reported net income for the quarter was $41.1 million, up from $33.6 million in the same quarter of the prior year [12] - The company maintained a cash dividend of $0.20 per share, marking 63 consecutive quarters of dividends [5] Business Line Data and Key Metrics Changes - Metal Coatings segment sales rose 15.7% year over year, driven by higher volumes and strong demand from infrastructure projects [6][9] - Precoat Metals segment saw a sequential improvement but reported a 1.8% decline in sales year over year due to softness in construction, HVAC, and transportation markets [6][9] - Food and beverage container demand reached record highs, driven by new customer acquisitions and market share gains [6] Market Data and Key Metrics Changes - Increased end market demand was driven by growth in infrastructure modernization, energy transition, and industrial reshoring [7] - The U.S. infrastructure investment cycle and investments in generative AI and machine learning technologies are driving demand for advanced cooling systems and coatings [16] - Non-residential construction remained subdued, primarily due to interest rate and tariff-related uncertainties, while residential construction was also soft [17] Company Strategy and Development Direction - The company is focused on strategic growth opportunities, including evaluating several tuck-in acquisitions to expand market reach in metal coatings and Precoat Metals [20][21] - The proprietary ERP platform is emphasized as a core differentiator, enhancing operational efficiencies and customer connectivity [7] - The company is optimistic about the ramp-up at the new Washington facility, which aligns with the shift from plastics to aluminum [27] Management's Comments on Operating Environment and Future Outlook - Management believes the markets have stabilized and are seeing opportunities to gain market share despite challenges in the Precoat segment [26][27] - The company anticipates a strong finish to the fiscal year for the Metal Coatings segment, with good opportunities stacking up for the next year [29] - Fiscal 2026 guidance was narrowed, with expected sales in the range of $1.625-$1.7 billion and adjusted EBITDA between $360-$380 million [19][20] Other Important Information - The company completed the sale of a majority interest in its welding solutions business, simplifying its portfolio [8] - Interest expense for the quarter was $12.2 million, a $7 million improvement from the prior year [11] - The company ended the quarter with a net debt position of $534.7 million and a net leverage ratio of 1.6 times [14] Q&A Session Summary Question: Impact of government shutdown on order backlogs - Management indicated that the Metal Coatings segment does not have much backlog but has a good forward look from sales [24] - The Precoat segment faced challenges but did not feel significant impacts from the government shutdown [25] Question: Outlook for Precoat segment and market conditions - Management believes the Precoat segment has bottomed and is stabilizing, with opportunities arising from the ramp-up at the Washington plant [26][27] Question: M&A opportunities and focus areas - The M&A pipeline is active, focusing on bolt-on acquisitions that align with the company's growth strategy [32][33] Question: Sensitivity to aluminum prices - Management does not expect significant sensitivity to aluminum prices due to a secular shift towards aluminum in the container market [36] Question: Weather impact on fourth quarter performance - Management noted that last year's fourth quarter was impacted by severe weather, and they expect better conditions this year [42] Question: Pricing impact in the Metal Coatings segment - Management discussed the balance between chasing larger projects and maintaining margin discipline [48][49] Question: Metal roofing market share - Management indicated that metal roofing is gaining share, particularly in the residential replacement market [54] Question: Regional prevalence of metal reroofing - Management confirmed that metal reroofing is more prevalent in southern regions like Florida and Texas [58]

Financial Data and Key Metrics Changes - The company achieved record sales of $426 million in the third quarter, a 5.5% increase from $403.7 million in the prior year period [4][9] - Adjusted EBITDA for the quarter was $91.2 million, or 21.4% of sales, compared to $90.7 million, or 22.5% of sales for the same period last year [12][13] - Reported net income for the third quarter was $41.1 million, up from $33.6 million in the same quarter of the prior year [12] - The company maintained a cash dividend of $0.20 per share, marking 63 consecutive quarters of returning capital to shareholders [4] Business Line Data and Key Metrics Changes - Metal Coatings segment sales rose 15.7% year over year, driven by higher volumes and strong demand from infrastructure projects [5][9] - Precoat Metals experienced a sequential improvement over the prior quarter, though sales were down 1.8% year over year due to softness in construction, HVAC, and transportation markets [5][9] - Food and beverage container demand reached new record highs, driven by new customer acquisitions and market share gains [5] Market Data and Key Metrics Changes - Increased end market demand was driven by growth in infrastructure modernization, energy transition, and industrial reshoring, along with data center construction and renewable energy projects [6] - The U.S. infrastructure investment cycle and investments in generative AI and machine learning technologies are driving demand for high power density and advanced cooling systems [17] - Non-residential construction remained subdued, primarily due to interest rate and tariff-related uncertainty, while residential construction was also soft [18] Company Strategy and Development Direction - The company is focused on strategic growth opportunities, including evaluating several strategic tuck-in acquisitions to expand market reach in metal coatings and Precoat Metals [20][21] - The proprietary ERP platform is emphasized as a core differentiator, enhancing operational efficiencies and customer connectivity [7] - The company is committed to a disciplined approach to M&A, targeting opportunities that drive sustainable growth and shareholder value [21] Management's Comments on Operating Environment and Future Outlook - Management believes the markets have stabilized and sees opportunities for growth, particularly in the Metal Coatings segment [25] - The company anticipates a strong finish to the fiscal year, with expectations for flat to modest growth in construction through calendar year 2026 [18][20] - The fourth quarter is expected to present easier year-over-year comparisons due to last year's weather-related impacts [19] Other Important Information - The company completed the sale of a majority interest in its welding solutions business, simplifying its portfolio [8] - The net debt position at the end of the quarter was $534.7 million, with a net leverage ratio of 1.6 times [15] Q&A Session Summary Question: Impact of government shutdown on order backlogs - Management indicated that the Metal Coatings segment does not have much backlog but has a good forward look from sales, feeling optimistic about finishing the year strong [24] Question: Operating environment for Precoat segment - Management believes the Precoat segment has bottomed and is stabilizing, with opportunities arising from the ramp-up at the Washington plant [26] Question: M&A opportunities - The M&A pipeline is active, focusing on bolt-on acquisitions that align with the company's growth strategy [32] Question: Sensitivity to aluminum prices - Management does not expect significant sensitivity to aluminum prices, as the shift to aluminum in the container market is driven by consumer preferences [35] Question: Impact of weather on fourth quarter performance - Management noted that last year's fourth quarter was impacted by severe weather, and they expect better conditions this year [42] Question: Pricing in the metal coatings segment - Management discussed the impact of larger projects on margins, indicating a disciplined approach to pricing while pursuing volume growth [48]