来源：滚动播报 英伟达：自ChatGPT出现以来，数据中心业务收入增长近13倍。 ...

Group 1 - The report anticipates an increase in market liquidity post-holiday, driven by expectations of capital inflow and policy guidance from important meetings that will take place after the Spring Festival [2][10] - The overall market is expected to become more active with the return of funds and rising policy expectations, creating potential investment opportunities in related sectors [2][10] - Investors are advised to focus on liquidity trends and policy developments, adopting a rational investment approach by considering opportunities in small-cap growth stocks and sectors with clear industrial catalysts [2][10] Group 2 - The last trading day before the Spring Festival saw a decline in major indices, with the Shanghai Composite Index closing at 4082.07 points, down 1.26% [4] - The last trading week before the holiday showed a mixed performance, with the Shanghai Composite Index increasing by 0.41% and the Shenzhen Component Index rising by 1.39% [5] - Key sectors such as shipbuilding and aerospace saw gains, while sectors like photovoltaic equipment and shipping ports experienced declines [3][4] Group 3 - The military industry has shown strong performance, with significant gains in previous years, and is expected to continue attracting attention due to stable policy support and geopolitical tensions [6] - The semiconductor sector is highlighted as a long-term investment opportunity, benefiting from domestic policy support and the trend towards self-sufficiency in semiconductor production [8] - The AI theme has been active, with expectations for growth in applications and hardware, although caution is advised due to potential overvaluation and rapid technological changes [9]

It seems so long ago when every press release mentioning AI or ChatGPT pushed Nvidia Corporation's ( NVDA ) stock to new highs, making it the world's most valuable company.I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding l ...

Group 1 - The article highlights the significant impact of AI and ChatGPT on Nvidia Corporation's stock performance, which previously led to the company becoming the world's most valuable [1] Group 2 - The investment strategy focuses on identifying companies with strong qualitative attributes, purchasing them at attractive prices based on fundamentals, and holding them long-term [2] - The portfolio management approach aims to avoid underperforming stocks while maximizing exposure to high-potential winners, often resulting in a 'Hold' rating for companies with limited growth opportunities or high downside risks [2]

RT Lukas (computer) 🔺 (@SCHIZO_FREQ)If you haven’t been following this- a huge number of people essentially fell in love with this old ChatGPT model called 4o- it was turned off yesterday- they are going crazy- generating images of hamsters burning down OpenAI- threatening OAI leadership- etcI truly thought the whole thing was some goofy satire for a long time, but I’ve realized this is just what a protest movement lead by people who fall in love with an early AI model looks like ...

Core Insights - Lightium, a Swiss engineering technology company founded in 2023, specializes in providing mass production-level thin-film lithium niobate photonic chip foundry services, aiming to meet the growing demand for high-speed, low-energy data interconnects in data centers and telecommunications [2][6] Company Overview - Lightium was co-founded by Amir Ghadimi, Frédéric Loizeau, and Dirk Englund, with Ghadimi serving as CEO and having a PhD in Electrical and Electronic Engineering from ETH Zurich [2] - The company has developed proprietary manufacturing processes for mass production of thin-film lithium niobate chips, making it the first production-level foundry of its kind in Europe [7] Industry Context - The rapid development of AI and products like ChatGPT has led to an explosion in data volume, with data center processing expected to increase 100-fold by 2030, consuming 10% of global electricity [4] - Current semiconductor-based interconnect technologies face significant challenges beyond 800 Gb/s, reaching physical limits in material performance, necessitating the demand for alternative materials with superior electro-optical properties [4][6] Product Capabilities - Thin-film lithium niobate can achieve data transmission rates of 1.6 Tb/s and 3.2 Tb/s while reducing environmental impact and costs, requiring less lithium material compared to bulk lithium niobate [6][8] - Lightium's production capabilities include a bandwidth greater than 100 GHz and stable operation at low voltages, with a wide transparent window covering 350–5,500 nm [8] Market Applications - The primary application areas for Lightium's services are telecommunications and data center communications, which require higher bandwidth and lower power consumption [8] - Future expansion plans include applications in satellite communications, quantum computing, new optical computing architectures, and lidar [8] Funding and Recognition - In September 2024, Lightium completed a $7 million seed funding round led by Vsquared Ventures and Lakestar, aimed at accelerating the commercialization of its thin-film lithium niobate foundry services [9] - Lightium was recognized in the 2025 TOP100 Swiss Startups list, highlighting its innovative potential and market prospects in the Swiss technology landscape [11]

5 Ways To Test If Your New Hire Is Better Than ChatGPT https://t.co/FR1R1LODeT ...

Can you help us calculate the price of the tamales for wholesale with a 60% margin. Absolutely. Let's break it down step by step.We want to be a formal business instead of a family business. But it's very, very difficult. Christian was a baby when I started selling tamales out of the trunk of my car.We kind of been learning along as we go. Selling tamales at the farmers markets is 50% of our business. It's a lot. A lot of farmers markets. A lot of work.I want to make it easier for our customers to find us. ...

There have been many AI-driven selloffs in the three years since ChatGPT burst into the mainstream. Nothing, though, quite rivals the rout rippling through stock and credit markets this week. https://t.co/EHAQeu8Tsj ...

Core Viewpoint - The company, known for its "Talking Tom" IP, is fundamentally a mobile advertising firm that generates revenue through in-game ads from its casual mobile games. However, it has faced significant financial losses, with projected losses of 11 to 14 billion yuan for 2025, following losses exceeding 8 billion yuan in both 2023 and 2024. The core advertising business is under pressure from industry-wide downturns [1][11][30]. Financial Performance - The company reported net losses of 8.65 billion yuan in 2023 and 8.59 billion yuan in 2024. For 2025, it anticipates a further increase in losses to between 11 billion and 14 billion yuan, with a projected non-GAAP net loss of 10.7 billion to 13.7 billion yuan [11][30][31]. - The expected significant losses for 2025 are attributed to an anticipated asset impairment provision of approximately 10.2 billion to 13.2 billion yuan, primarily related to goodwill from acquisitions and long-term equity investments [30][31]. Revenue Sources - The company's revenue heavily relies on its "Talking Tom" family IP, primarily through in-app advertising. The main revenue engine is the monetization of in-game ads, which includes various ad formats such as rewarded videos, interstitial ads, and banner ads [15][32]. - In the first half of 2025, the company generated 3.35 billion yuan from advertising, accounting for 72.41% of total revenue. New business services contributed 0.52 billion yuan (11.19%), game publishing brought in 0.5 billion yuan (10.7%), and licensing generated 0.11 billion yuan (2.34%) [17][35]. R&D Investment - Despite covering over thirty cutting-edge technology concepts, the company's annual R&D expenditure is less than 200 million yuan. From 2021 to 2024, R&D spending was 119 million yuan, 183 million yuan, 224 million yuan, and 193 million yuan, respectively. In the first three quarters of 2025, R&D spending was only 127 million yuan [7][24][28]. Technology Concepts - The company has aligned itself with various technology trends, including blockchain, metaverse, and AI applications like ChatGPT. It has made announcements regarding the integration of these technologies into its products, which have led to significant stock price fluctuations [2][10][20][27].