奥特曼的日子是真的不好过啊。 当地时间7月11日下午，连着两个坏消息传来。 第一个坏消息，是扎克伯格又又又出手了，Meta又挖走了OpenAI的两名研究员。 而且，其中又有一名华人Lu Liu，是4o图像生成团队的一员干将。 第二个坏消息，是OpenAI差点就收购的AI编程公司Windsurf，不仅收购告吹了，还和谷歌"手拉手"官宣合作了。 说是合作，其实和收购也差不多了——不仅获得Windsurf部分技术的授权，还把公司CEO、联合创始人和部分员工全 部吸纳进谷歌DeepMind。 为此，谷歌不惜豪掷24亿美元。 还真是谁有钱谁上分，Meta和谷歌这两个老牌科技巨头，数十亿美元咣咣砸，留OpenAI在风中凌乱。 先来看看Meta又挖了谁。 这两个人都是OpenAI的研究员。 一个是Allan Jabri，曾在谷歌及DeepMind实习，2023年拿到美国加州大学伯克利分校计算机科学的博士学位，随后就 加入了OpenAI。Jabri长期研究"无需人工标签即可学习视觉常识"。他主张以对比学习或随机游走的形式，让模型在时 间连续的视频片段中自行发现"同一物体的不同视角"与"跨帧对应关系"。 Lu Liu是一名90 ...

21世纪经济报道记者骆轶琪深圳报道 来自欧洲的半导体大厂意法半导体(ST)近些年来正持续加码中国市场。 2023年6月，ST宣布与中国化合物半导体企业三安光电（600703）在重庆成立合资公司，主要做碳化硅 前道制造工作，成为第一家在中国本地化生产碳化硅的全球化企业。 今年以来这种趋势在加速。ST宣布与华虹宏力合作，在中国开展前段制造业务合作，打造完全国产化 的STM32供应链。此外，ST还与英诺赛科开展氮化镓技术开发与制造合作，提升双方的解决方案竞争 力和供应链韧性；ST全球最大的封测基地，深圳后端工厂也在扩建中。 ST中国区微控制器、数字IC与射频产品部(MDRF)物联网/人工智能技术创新中心及数字营销副总裁 Arnaud Julienne(朱利安)在接受21世纪经济报道等媒体采访时指出，意法半导体和华虹的合作始于两年 前，双方技术团队进行了深入交流探讨，目标是无论产自中国还是以外市场，都会是品质完全一致的 STM32芯片。 STM32的主要产品为MCU类别，这也是ST的主力产品。在近日举行的一场交流活动中，ST高管和技术 人员介绍了与华虹宏力的合作细节、AI大模型趋势下的产业方向等话题。扎根中国 Arn ...

寒武纪-U688256 时间: 2025年7月11日星期五 34.67分综合得分 偏弱 趋势方向 主力成本分析 553.98 元 当日主力成本 539.33 元 5日主力成本 569.71 元 20日主力成本 627.98 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 5次 北向资金数据 持股量1035.36万股 占流通比2.48% 昨日净买入22.76万股 昨日增仓比0.055% 5日增仓比-0.091% 20日增仓比0.001% 跌停 0 技术面分析 547.47 短期压力位 次 523.50 短期支撑位 611.11 中期压力位 523.50 中期支撑位 股价突破短期压力位，短线有望走强； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 ★大阳烛★ 看涨 资金流数据 2025年07月11日的资金流向数据方面 主力资金净流入114177.99万元 占总成交额18% 超大单净流入109638.23万元 大单净流入4539.75万元 散户资金净流出18.21万 关联行业/概念板块 半导体 1.01%、边缘计算 0.82%、人工智能 0.83%、云计算 1.36%等 （以上内容为自选股写手差分机 ...

Core Viewpoint - The stock of XD Yingtong (688080) is currently showing a weak performance with a comprehensive score of 47.54, indicating uncertainty in both short-term and mid-term trends, awaiting direction from major funds [1][2]. Price and Cost Analysis - The current main cost is 46.53 CNY, with a 5-day main cost of 47.25 CNY, a 20-day main cost of 47.53 CNY, and a 60-day main cost of 45.46 CNY [1]. - The stock has not experienced any limit-up or limit-down events in the past year [1]. Technical Analysis - Short-term pressure level is at 48.39 CNY, while short-term support level is at 46.32 CNY [2]. - Mid-term pressure level is at 50.69 CNY, and mid-term support level is at 45.76 CNY [2]. - No special K-line patterns are observed at this time [2]. Fund Flow Data - On July 11, 2025, the net outflow of major funds was 357.65 thousand CNY, accounting for 8% of the total transaction volume [2]. - The net outflow from super large orders was 152.55 thousand CNY, and from large orders was 205.10 thousand CNY, while retail investors saw a net outflow of 11.76 thousand CNY [2]. Financial Data - The latest financial report indicates earnings per share of 0.302 CNY, operating profit of 0.32 billion CNY, and a net profit of 22,894,941.58 CNY [3]. - The sales gross margin stands at 49.824% [3]. Related Industries/Concepts - The stock is associated with sectors such as communication equipment (0.45%), edge computing (0.82%), industrial internet (0.96%), and the Internet of Things (0.55%) [4].

以下文章来源于略大参考 ，作者杨知潮 略大参考 . 新消费 · 新科技 · 新生活 AI有几个4万亿？ 文 ｜ 杨知潮 来源｜ 略大参考（ID：hyzibenlun） 封面来源 ｜ 视觉中国 李彦宏和李开复都表达过一个类似的意思：AI大于移动互联网。 其中，李开复的原话是："AI 2.0时代的来临，首先它是巨大的平台式机会，这个机会将比移动互联网大十倍，" 当然，眼下这句话是谁说的已经不重要了，它已经是一句被很多人认可的大众观点。 不过这句大众观点的实现还遥遥无期，以移动互联网为主要业务的苹果、谷歌、Meta仍然是这个世界上最赚钱的企业。而AI这边，抛开微软Azure那说不 清有多少AI含量的云服务收入，赚到大钱的仍然只有英伟达一家企业。 以2025年的视角来看，AI并没有超过移动互联网，倒是英伟达快超过AI了：7月9日，英伟达市值突破四万亿美元，成为历史上第一家市值达到4万亿的公 司。 而这一市值，已经超过了部分机构对2025年全球生成式AI市场规模的预测。英伟达的盈利能力更是远超全球LLM（大语言模型）盈利之和——这个结论 不需要数据，因为头部LLM都是亏损的。 英伟达的业务边界，也早已超过了AI。在不久 ...

至于中长期来看，联发科认为，AI无所不在的大趋势依旧不变，并相信其前景仍稳固成长。该公司将 继续专注于新项目的执行与关键技术投资，以进一步强化竞争力。凭借为客户创造的策略价值，其在 AI大趋势中的几个新领域，持续有不错进展。 目前联发科在云端与边缘运算方面，都持续有佳绩传出。该公司携手辉达设计搭载于个人AI超级计算 机DGX Spark的GB10超级芯片，有多家品牌厂商将于下半年陆续推出相关终端产品，预期将可为联发 科下半年的非手机业务带来新动能。 联发科昨（10）日公布6月合并营收重返500亿元新台币大关、达564.34亿元新台币，攀上近33个月高 点，月增24.9％，也比去年同期增加30.9％，并带动第2季营运实绩达成财测目标。 联发科强调，上述超级芯片合作案证明其在高性能计算（HPC）芯片设计的能力，也使该公司能持续探 索未来其他应用。 联发科原预期，以美元兑新台币汇率1：32.5计算，第2季合并营收介于1472亿元至1594亿元新台币之 间。联发科统计，第2季合并营收为1503.68亿元新台币，落在财测区间，季减1.9％，年增18.1％，为单 季历史第三高、历年同期次高；累计上半年合并营收为3036. ...

英伟达4万亿的市值背后，不止是个科技创新的革命，更是商业模式的革命。 李彦宏和李开复都表达过一个类似的意思：AI大于移动互联网。 其中，李开复的原话是："AI 2.0时代的来临，首先它是巨大的平台式机会，这个机会将比移动互联网大十倍，" 当然，眼下这句话是谁说的已经不重要了，它已经是一句被很多人认可的大众观点。 不过这句大众观点的实现还遥遥无期，以移动互联网为主要业务的苹果、谷歌、Meta仍然是这个世界上最赚钱的企业。而AI这边，抛开微软Azure那说不 清有多少AI含量的云服务收入，赚到大钱的仍然只有英伟达一家企业。 以2025年的视角来看，AI并没有超过移动互联网，倒是英伟达快超过AI了：7月9日，英伟达市值突破四万亿美元，成为历史上第一家市值达到4万亿的公 司。 而这一市值，已经超过了部分机构对2025年全球生成式AI市场规模的预测。英伟达的盈利能力更是远超全球LLM（大语言模型）盈利之和——这个结论 不需要数据，因为头部LLM都是亏损的。 英伟达的业务边界，也早已超过了AI。在不久前的年度股东大会上，以自动驾驶和机器人为代表的边缘计算平台，正在成为黄仁勋口中又一个故事主 角。市场十分买账，也构成了此次 ...

Core Viewpoint - Company is expanding its business into edge computing by signing a contract with China Broadcasting Sichuan Network Co., Ltd. to provide network technology services, indicating a strategic move to diversify and enhance its service offerings in response to market demands [1][9]. New Business Overview - The new edge computing business utilizes distributed computing, cloud-edge collaboration, and real-time data processing to support various scenarios such as 5G internet, offering low latency, high bandwidth, and flexible deployment [2][5]. - The edge computing market is rapidly developing, driven by technological innovation, industry demand, and policy support, with a significant shift from traditional cloud computing to edge solutions due to increasing data volumes [2][3]. Market Growth Potential - The global edge computing market is projected to grow from $60 billion in 2023 to $110.6 billion by 2029, with a compound annual growth rate (CAGR) of 13% [3]. - In China, the edge cloud market is expected to reach 6.26 billion yuan in the second half of 2023, reflecting a robust growth trend [3][4]. Business Strategy and Implementation - Company plans to leverage partnerships with telecom operators and develop proprietary edge algorithms and smart devices to create a service supply system [5][6]. - The company has obtained the necessary licenses to operate in the edge computing sector, ensuring compliance with regulatory requirements [5][6]. Rationale for New Business - The shift towards digitalization and the rise of 5G, IoT, and AI applications necessitate the adoption of edge computing to address real-time processing and local handling needs [6][7]. - The company aims to enhance its business structure and optimize its industry layout by integrating edge computing with existing resources and expertise [6][7]. Financial and Operational Aspects - The contract signed with China Broadcasting Sichuan Network is valued at 10.92 million yuan, indicating a solid initial revenue stream for the new business [9][10]. - The company will fund the new business through its own and self-raised funds, ensuring that the financial impact on short-term cash flow remains manageable [11][12]. Risk Management and Future Outlook - The company acknowledges potential risks related to market fluctuations, technological updates, and competition, and has established measures to mitigate these risks [10][11]. - Continuous monitoring of industry trends and proactive adaptation to market needs are essential for the successful implementation of the new business [11][12].

Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding their operational status and significant developments. Group 1: Company Announcements - Jinshi Technology (002951) stated that it has not engaged in any business related to stablecoins and confirmed no undisclosed significant matters [3] - New Asia Electronics (605277) reported that revenue from its "lotus core structure" technology application is less than 3.31% of total revenue, and the technology has not yet been mass-produced [4] - New Zhonggang (605162) confirmed that its main business has not undergone significant changes and its operational status remains normal [6] - Zhuoyue New Energy (688196) plans to invest 700 million yuan in a bioenergy project in Thailand, which includes a biodiesel production line with an annual capacity of 300,000 tons [7] - Zhengfan Technology (688596) intends to acquire 62.23% of Han Jing Semiconductor, aiming to enhance its competitiveness in the semiconductor sector [8] - Alliance Electronics (688311) announced that five shareholders plan to transfer 3.68% of the company's shares through a pricing inquiry [9] - Xinpeng Co., Ltd. (002328) reported that its subsidiary's investment project has been listed on the STAR Market [10] - Bayi Shikong (688181) is expanding into edge computing services, partnering with China Broadcasting Network [12] - Dafu Technology (300134) plans to invest up to 100 million yuan in Anhui Yunta Electronics [14] - Jinchengzi (688291) noted that revenue from its laser 3D printing control systems will account for less than 2% of total revenue in 2024 [15] - Dazhi (601519) confirmed that its daily operations are normal and there are no significant changes [16] - Senlin Packaging (605500) clarified that its consumer packaging business currently represents a small portion of its overall operations [17] - Guangyunda (300227) intends to acquire 56.0299% of Yilian Unlimited for 352 million yuan [18] - Xinning Electric (301388) reported no significant changes in its operational environment [19] - Shangwei New Materials (688585) announced progress in its controlling shareholder's control change plan [20] - Yong'an Futures (600927) confirmed no undisclosed significant information [21] Group 2: Performance Reports - Jingji Zhino (000048) reported June sales of 176,400 pigs, generating revenue of 310 million yuan [23] - Kemin Foods (002661) noted a 111.22% year-on-year increase in June sales revenue from its subsidiary [24] - Lihua Co., Ltd. (300761) reported a 21.3% year-on-year decline in June chicken sales revenue [25] - Xiaoming Co., Ltd. (300967) experienced a 182.52% year-on-year increase in June chicken product sales revenue [26] - Tiankang Bio (002100) reported a 19.53% year-on-year decline in June pig sales revenue [27] - Shen Shen Fang A (000029) expects a net profit increase of 1411.7% to 2034.17% for the first half of the year [29] - Juhua Co., Ltd. (600160) anticipates a net profit increase of 136% to 155% for the first half of the year [30] - Jieshun Technology (002609) expects a net profit increase of 105.68% to 193.82% for the first half of the year [31] - Haopeng Technology (001283) forecasts a net profit increase of 228.03% to 271.77% for the first half of the year [32] - Dajin Heavy Industry (002487) expects a net profit increase of 193.32% to 227.83% for the first half of the year [33] - Huace Navigation (300627) anticipates a net profit increase of 27.37% to 33.34% for the first half of the year [34] - Yatai Co., Ltd. (002284) expects a net profit increase of 81.97% to 101.13% for the first half of the year [35] - Huagong Technology (000988) forecasts a net profit increase of 42.43% to 52.03% for the first half of the year [36] - Shangwei Co., Ltd. (603333) expects a net loss of 27 million to 35 million yuan for the first half of the year [37] Group 3: Major Contracts and Share Transactions - Hongyuan Green Energy (603185) signed a cooperation agreement with Jiangsu Shunfeng Photovoltaic Technology [38] - Pulite (002324) announced a procurement contract for a 30MWh sodium-ion battery energy storage system [40] - Hisense Home Appliances (000921) plans to increase its shareholding by 6.92 million to 13.86 million shares [41] - Yanpai Co., Ltd. (301081) intends to increase its shareholding by 17 million to 34 million yuan [42] - Yuanzu Co., Ltd. (603886) announced a plan to reduce its shareholding by up to 1% [43] - 吉祥航空 (603885) plans to reduce its shareholding by up to 1% [44] - Jin Domain Medical (603882) intends to reduce its shareholding by up to 1% [45] - Chao Tu Software (300036) announced plans for its controlling shareholder to reduce its shareholding by up to 2.01% [46] - Xintong Lian (603022) plans to reduce its shareholding by up to 3% [47] - Dongfang Zhongke (002819) intends to reduce its shareholding by up to 3% [48] - Shuo Beid (300322) plans to repurchase shares worth 20 million to 30 million yuan [49]

Group 1 - Dazhihui reported that its daily operations are normal and there are no significant changes [4] - Jinchengzi announced that revenue from laser 3D printing control systems will account for less than 2% of total revenue in 2024 [5][6] - Bayi Shikong is expanding into edge computing business [8] - Zhengfan Technology plans to acquire 62.23% stake in Hanjing Semiconductor [10] - Dayang Electric is planning to issue H-shares and list on the Hong Kong Stock Exchange [18] Group 2 - Haitong Development intends to use up to $65 million to purchase dry bulk carriers [2] - Juhua Co. expects a net profit of 1.97 billion to 2.13 billion yuan for the first half of 2025, a year-on-year increase of 136% to 155% [3] - Dajin Heavy Industry anticipates a net profit of 510 million to 570 million yuan for the first half of 2025, a year-on-year increase of 193.32% to 227.83% [11] - Yatai Co. expects a net profit of 190 million to 210 million yuan for the first half of 2025, a year-on-year increase of 81.97% to 101.13% [12] - Huizhong Co. expects a net profit of 39.98 million to 42.03 million yuan for the first half of 2025, a year-on-year increase of 95% to 105% [13]