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湘西南小城银发族初触AI
Xin Lang Cai Jing· 2026-02-23 21:43
Group 1 - The article highlights the increasing adoption of AI technology among the elderly in rural areas, particularly through the use of smart incubators for poultry farming [1][2] - The smart incubator has enabled villagers like Xiao Anna to successfully hatch chickens, demonstrating the practical benefits of AI in agriculture [1] - Younger family members play a crucial role in teaching older generations how to use AI tools, indicating a generational transfer of technology knowledge [1][2] Group 2 - Despite the positive aspects, there is a significant gap in internet knowledge and security awareness among the elderly in rural areas, making them vulnerable to AI-related scams [3] - Local authorities are taking measures to enhance fraud prevention and assist victims, particularly among the elderly population [3]
正月初七 年味未尽启归程
Xin Lang Cai Jing· 2026-02-23 21:43
截至2月23日8时,铁路12306(含网站、客户端等)已累计发售春运期间火车票3.39亿张。从预售情况 来看,23日主要热门出发城市有广州、北京、成都、武汉、重庆、西安、郑州、上海、杭州、南昌;主 要热门到达城市有北京、上海、广州、深圳、成都、杭州、武汉、西安、重庆、郑州;南宁至广州、北 京至上海、武汉至上海、沈阳至北京、深圳至香港、武汉至深圳、西安至成都、南昌至上海、武汉至广 州、太原至北京等热门区间客流相对集中。 (来源:天津日报) 各地铁路部门多措并举应对返程客流高峰,加大运力投放,落实便民利民惠民举措,全力保障旅客平安 顺利返程。国铁太原局集团公司太原南、大同南等客流较大车站动态增加进出站安检、验票通道,减少 旅客排队等候时间。国铁武汉局集团公司各车站在进出站口、扶梯口等重点部位铺设防滑垫、设置提示 牌,安排专人引导防护,保障旅客乘降安全。国铁上海局集团公司加开旅客列车605列,杭州东站引入 AI助手"杭小东",为旅客提供出行方案。国铁乌鲁木齐局集团公司加开旅客列车36列,安排23列动车组 列车重联运行。 转自:天津日报 新华社北京2月23日电 记者从中国国家铁路集团有限公司获悉,2月23日正月初七是 ...
Keysight Technologies(KEYS) - 2026 Q1 - Earnings Call Presentation
2026-02-23 21:30
Keysight Technologies Q1 Fiscal Year 2026 Results February 23, 2026 Safe Harbor This communication contains forward-looking statements as defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and is subject to the safe harbors created therein. Statements preceded by, followed by, or that otherwise include the words "anticipate," "assume," "plan," "estimate," "expect," "guidance," "intend," "implied," "target," "believe," "outloo ...
AI Giants Are Buying The World's Memory, And You're Getting The Bill - Micron Technology (NASDAQ:MU), SanDisk (NASDAQ:SNDK)
Benzinga· 2026-02-23 20:19
Core Insights - The demand for RAM has surged due to the needs of AI infrastructure, leading to higher prices and thinner margins across the tech industry [1][2] - Analyst firms are predicting significant price increases for DRAM, with Counterpoint Research forecasting 40-50% surges in Q4 2025 and Q1 2026, and TrendForce indicating that DRAM price increases of 50% or more are becoming the norm [3] - The economic landscape of computing is shifting, with AI giants able to absorb memory price spikes while smaller companies struggle, resulting in rising costs for laptops, SSDs, and other hardware [5][6] Supply Chain Dynamics - AI infrastructure requires substantial amounts of DRAM and high-bandwidth memory, and the slow expansion of memory manufacturers is exacerbating supply bottlenecks [2] - The memory demand is not limited to AI-specific applications but is affecting various segments, including PC RAM and NAND for SSDs [3] Market Reactions - Companies may need to adapt by repairing existing devices instead of purchasing new ones due to rising hardware costs, as indicated by Phison Electronics' CEO [4] - Smaller PC builders and niche hardware brands are facing significant challenges as they cannot absorb the same price increases as larger AI hyperscalers [5]
积极因素提振A股开市信心 两大主线配置价值获看好
2月24日,A股迎来马年首个交易日。在A股春节假期休市期间,海外市场整体行情较为积极,截至2月 23日中国证券报记者发稿时,欧美主要股指迎普涨行情,国际贵金属、原油价格携手走强。 展望A股市场节后走势,业内机构研判,A股2026年春季行情有望延续,资金有望围绕政策导向的产业 主线与主题机会展开博弈,呈现"政策热点轮动、风格切换快速"的特征。就后市配置而言,科技和资源 品成为业内看好的两条主线,包括算力基础设施在内的"泛AI资产"以及化工、贵金属等领域值得投资者 关注。 ● 本报记者 胡雨 节后市场震荡上行概率较大 回顾A股春节假期前走势,市场主要股指在1月中下旬创出阶段新高后出现阶段调整,整体呈区间震荡 态势,不过截至春节假期前最后一个交易日(即2月13日)收盘,上证指数、深证成指、创业板指2026 年以来均取得正收益。展望A股节后表现,当前机构多数持相对积极态度,认为2026年春季行情有望延 续。 展望后市,中国银河证券策略首席分析师杨超认为,春节假期后,在政策预期、流动性支持与产业趋势 催化下,市场震荡上行概率较大,未来一段时间A股市场或以政策催化为核心驱动力,资金将围绕政策 导向的产业主线与主题机会展开 ...
Software earnings vs. AI disruption
Youtube· 2026-02-23 19:20
Group 1 - The article discusses a thought experiment regarding the potential impact of AI on the white-collar economy, suggesting that if AI performs exceptionally well, it could disrupt the software industry significantly [2] - Major companies in the SaaS sector, such as Salesforce, Snowflake, and Workday, are set to report earnings, and their ability to adapt to AI automation will be closely scrutinized by investors [2] - Despite some companies like ServiceNow and Palantir showing resilience in their recent quarters, the overall market sentiment remains negative, leading to continued sell-offs in the sector [3][4] Group 2 - A chart from Goldman Sachs illustrates a historical pattern where newspaper stocks maintained earnings while their stock prices fell, indicating that the market may be preemptively pricing in the disruptive effects of AI on software companies [4] - The cybersecurity sector is also experiencing declines, with stocks like CrowdStrike facing significant drops despite positive commentary about AI's capabilities [5] - Companies that adapt to disruption, like the New York Times, which has diversified its revenue streams, are highlighted as examples of how to thrive in changing markets [6][7]
‘Dumb money' no longer: Wall street can't ignore growing impact of retail investors
Fastcompany· 2026-02-23 19:17
Buying the dip Frank Sabia from Encino, California, started dabbling in investing in 2018. Over the years, he's leveled up his market and trading knowledge by joining private investor chat groups online or attending investing seminars like Schwab's. "I learned a lot more about options strategies and charting and everything from there,†he said in an interview in November. "Now I'm independent. I just look for my own trades. I have my own strategy. I hunt on my own.†Sabia, a high school registrar, said he t ...
2026年top10 IT项目管理爆款盘点
Sou Hu Cai Jing· 2026-02-23 17:34
前阵子跟几个老 PM 喝咖啡,聊到今年最闹心的事——不是需求又双叒叕改了,而是老板突然甩过来一句:"人家公司都用 AI 管项目了,咱们什么时候 上?" 这一问直接把全场问沉默了。回家路上我翻了翻最近半年的选型报告,发现 2026 年的项目管理工具市场确实变天了:国产化替代已成定局,信创成 了硬通货,AI 不再是噱头而是标配。今天咱们就掰开揉碎,看看真正能打的是哪几款。 当项目管理开始"卷"到毛细血管 说实话,今年的项目管理工具比 2025 年卷了不止一个档次。以前是"能管任务就行",现在要求"从战略到回款全闭环";过去"支持敏捷"就算先进,如今 得"兼容瀑布、IPD、CMMI 还能跟 ERP 掰手腕"。更狠的是,甲方爸爸们学会了对标:金融的要看有没有银行案例,制造业的必问 APQP 怎么落地,国企的 直接甩一张信创兼容清单。 我整理了下采购方的核心诉求,大概就这么几条: 信创别含糊:数据库、中间件、操作系统,全栈国产化一个都不能少 带着这几个硬指标,我重新盘了市面上的产品,发现真正能进决赛圈的,就这十款。 战略别掉线:项目必须能往上追溯到企业战略,证明钱花得值 资源别打架:几千人的企业,一个人跨五个项目是常态 ...
春节AI大战落幕,45亿砸出了什么?
Sou Hu Cai Jing· 2026-02-23 17:32
伴随2026年马年春节进入尾声,互联网科技大厂间的AI大战刚刚画上阶段性句号。这场投入超45亿元 的全民级战役,不仅是红包雨的狂欢,更是中国AI产业从技术竞赛转向生态卡位的里程碑事件。当用 户关掉最后一个红包界面,留在手机屏幕上的AI应用图标,才是这场大战真正的"战利品"。 各大厂商加入春节AI大战 超45亿元重金投入的背后 2026年的春节红包大战,早已超越"撒币换流量"的传统逻辑,演变为一场关于下一代AI生态主导权的豪 赌。 腾讯在1月25日率先打响了第一枪,携10亿元现金红包高调入场,意图重现11年前微信支付"摇一摇"的 辉煌时刻。元宝的策略核心在于"社交路权"。通过"元宝派"等功能,AI不再仅仅是一个工具,而是试图 以"数字成员"的身份潜入家族群,通过发红包、接梗、总结聊天记录,在最高频的社交场景中实现"自 然融入"。依托微信生态的社交裂变能力,腾讯元宝在21天内完成159项功能迭代,将AI助手无缝嵌入聊 天场景,日活突破5000万再次印证了社交入口的超强黏性。 如果说腾讯是在"聊"中植入AI,那么阿里则是在"买"中重塑AI。豪掷30亿元的"春节请客计划"以免单形 式覆盖淘宝闪购、飞猪、大麦、盒马、天 ...
‘Dumb money’ no longer: Wall street can’t ignore growing impact of retail investors
Fastcompany· 2026-02-23 17:24
Core Insights - Retail investors are increasingly influencing Wall Street, moving away from the perception of being "dumb money" as they have outperformed major index funds like SPY and QQQ [1] - In 2025, retail investors accounted for $5.4 trillion in trading activity, marking a 47% increase from the previous year, the highest level since at least 2014 [1] - The rise of mobile trading apps, zero-commission trading, and social media investment communities has led to a surge in DIY trading among retail investors [1] Retail Investor Trends - The COVID-19 pandemic acted as a catalyst for a new generation of retail investors, many of whom engaged in the "meme stock" phenomenon [1] - By early last year, the movement of funds from checking to investment accounts reached its highest levels since 2021, with a 50% increase in individual investor market entry from 2023 to early 2025 [1] - Retail investors have been particularly active in buying stocks during market dips, with significant purchases noted during downturns [1][2] Investment Strategies - Retail investors are diversifying their portfolios, with options trading accounting for approximately $650 billion of their trading activity last year, showing a steady increase since 2019 [2] - Many retail investors balance high-risk trades with long-term investments, with some allocating significant portions of their portfolios to established index funds like the SPDR S&P 500 ETF Trust [2] - The strategy of "buying the dip" has proven profitable for many, although it has led to some making trades without fully considering associated risks [2]