启明创投是英矽智能最重要的机构投资方之一。 陈侃博士表示："投资英矽智能，我们是基于'AI将深刻改变药物研发的路径与效率'这样一个简单的 信念。2019年我们决定投资英矽智能，正是看中了团队在生成式AI尚未普及时的前沿探索。如今， 通过临床前验证和管线授权，英矽智能在AI制药领域的价值正逐步落地。未来，我们期待AI不仅赋能 早期研发，更能切实加速临床阶段进程，让新药更早惠及患者。" 早已研判出AIDD是未来趋势 完成投资后持续英矽智能发展 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，Insilico Medicine Cayman TopCo（以下简称"英矽智能"）于2025年12月 30日正式以"3696"为股票代码在港交所主板挂牌上市，成为2025年港股市场最大Biotech IPO。 作为全球领先的AI制药企业，英矽智能成立至今已获得启明创投、华平投资、淡马锡、高瓴、红杉中 国等数十家知名机构的投资。其中， 启明创投于2019年领投了英矽智能的B轮融资，并在后续持续 加码。IPO前，启明创投持有英矽智能约7%的股份，启明创投合伙人、医疗创 ...

Core Insights - The reshoring trend and the push for supply-chain independence are significantly transforming U.S. manufacturing, driven by factors such as post-pandemic vulnerabilities, trade disputes, and recent tariff policies [1][2]. Industry Overview - The imposition of import tariffs on various products has made offshore production costly, prompting companies to relocate manufacturing back to the U.S. to stabilize supply chains and avoid tariffs [2]. - Favorable U.S. government policies, including the CHIPS & Science Act and the Inflation Reduction Act (IRA), are encouraging investments in sectors like semiconductors and clean energy, which in turn is boosting demand for related industries [3]. Company Focus: Caterpillar Inc. (CAT) - Caterpillar has shifted its construction equipment production from Japan to Georgia and Texas, enhancing its supply chain efficiency and reducing transit times [6]. - The company plans to invest $725 million in its engine manufacturing facility in Lafayette, IN, to improve workforce skills and meet rising demand for power generation engines [6]. - CAT's shares have increased by 60.6% over the past year, with earnings growth expected to be 19% in 2026 [8]. Company Focus: EnerSys (ENS) - EnerSys is relocating battery production to Kentucky to avoid tariffs and leverage IRA tax credits, ceasing operations in its Mexican facility [10]. - The company anticipates benefiting from the IRA, expecting its products to qualify for tax credits, which will support its high-density battery portfolio expansion [11]. - ENS shares have risen 62.6% in the past year, with projected earnings growth of 20.7% for fiscal 2027 [12]. Company Focus: GE Aerospace - GE Aerospace is investing $1 billion in U.S. manufacturing to enhance production capabilities and meet growing demand for engines and services [13][16]. - This investment is expected to create approximately 5,000 jobs in the U.S. and focuses on improving engine quality and delivery [16]. - GE's shares have surged 87.5% over the past year, with earnings growth projected at 13.1% for 2026 [17].

Accenture plc (NYSE:ACN) is among the most undervalued tech giants to buy according to hedge funds. As of December 26, Accenture plc (NYSE:ACN) has a rating of ‘Buy’ or equivalent from slightly more than half of the analysts covering the stock. While the target price ranges from $205 to $330, the median target of $300 implies an upside potential of 11.12%. On December 19, Surinder Thind, an analyst at Jefferies, reaffirmed a ‘Hold’ rating on the stock, with a price target of $270. Kevin McVeigh from UBS, ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Over the past year, the application of generative AI (genAI) in the Medical Instruments industry has moved from experimental to operational, transforming diagnostics, patient monitoring and intervention workflows. Insights from a U.S. National Science Foundation report highlight genAI’s role in generating synthetic diagnostic images, modeling disease progression and accelerating the drug development process by simulating potential drug molecules. At the same time, regulatory bodies are adapting. As of Dec. ...

Core Viewpoint - MEDIROM Healthcare Technologies Inc. is collaborating with Tools for Humanity and World Foundation to implement Proof of Human technologies, such as World ID, across Japan, aiming to enhance trust in digital interactions and create new revenue streams [2][3][4]. Group 1: Collaboration and Agreements - MEDIROM has signed a Master Service Agreement (MSA) with Tools for Humanity and World Foundation to manage Proof of Human verification locations in Japan, which is expected to generate revenue through operational fees and related services [3]. - A dedicated task force, the "MEDIROM World Proof of Human Task Force," will be established to facilitate the nationwide rollout of Proof of Human technology [3][5]. Group 2: Background and Purpose - The collaboration addresses the challenge of distinguishing between humans and AI online, leveraging blockchain technology to provide a secure method for individuals to prove their humanity without disclosing their identity [4]. - The initiative aims to foster a digital society where everyone can participate confidently, enhancing the social implementation of Proof of Human [5]. Group 3: Key Initiatives - MEDIROM will deploy advanced cameras, known as Orbs, in approximately 300 Re.Ra.Ku Group locations to verify humanness while preserving privacy [6]. - Plans include establishing flagship locations and pop-up stores to enhance accessibility to Proof of Human verification services [11]. Group 4: Leadership Comments - Koji Eguchi, President and CEO of MEDIROM, expressed enthusiasm for the collaboration, emphasizing the importance of establishing a social infrastructure for proving humanness in the age of generative AI [7]. - Tomoe Makino, General Manager of Tools for Humanity Japan, highlighted Japan's leadership in adopting technology and the potential of Proof of Human as essential digital infrastructure [12].

Core Viewpoint - MEDIROM Healthcare Technologies Inc. is collaborating with Tools for Humanity and World Foundation to implement Proof of Human technologies, such as World ID, across Japan, aiming to enhance trust in digital interactions and create new revenue streams [2][3][4]. Group 1: Collaboration and Agreements - MEDIROM has signed a Master Service Agreement (MSA) with Tools for Humanity and World Foundation to manage Proof of Human verification locations in Japan, which is expected to generate revenue through operational fees and related services [3]. - A dedicated task force, the "MEDIROM World Proof of Human Task Force," will be established to facilitate the nationwide rollout of Proof of Human technology [3][5]. Group 2: Background and Purpose - The collaboration addresses the challenge of distinguishing between humans and AI online, leveraging blockchain technology to provide a secure method for individuals to prove their humanity without disclosing their identity [4]. - The initiative aims to foster a digital society where individuals can confidently participate, enhancing trust in online interactions [5][12]. Group 3: Key Initiatives - MEDIROM will deploy advanced cameras, known as Orbs, in approximately 300 Re.Ra.Ku Group locations to verify humanness while preserving privacy [6]. - Plans include establishing flagship locations and pop-up stores to offer Proof of Human verification services in various commercial and public spaces [11]. Group 4: Leadership Comments - Koji Eguchi, President and CEO of MEDIROM, expressed enthusiasm for the collaboration, emphasizing the importance of establishing a social infrastructure for proving humanness in the age of generative AI [7]. - Tomoe Makino, General Manager of Tools for Humanity Japan, highlighted Japan's leadership in adopting technology and the potential of Proof of Human as essential digital infrastructure [12].

「Jinqiu Select」 跨越语言与时差，传递科技圈最值得被听到的声音。 < Overview > 过去两年，AI 智能体更多被当作"更聪明的 Copilot"：它们被护栏约束，运行在有限流程里，通过聊天窗口提供建议或输出结果。 CB Insighs年底发布的这份年度报告《 AI Agent Bible 》则认为—— 真正的变量不在模型能力，而在"是否放权" 。 交互范式从"打字"转向"对话"， 语音 智能体 率先爆发； 商业模式从高毛利 SaaS 走向 算力 受限、按结果计费 的新现实； 企业部署的核心风险，从"用不用 AI"，变成"如何监控、授权并治理 AI"。 < Full Report > #01 AI 智能体 展望与 2026 年预测 报告认为，我们正在经历一场从"Copilot（副驾驶）"向"完全自主智能体（Fully Autonomous Agents）"的范式转移：它们不再只是聊天机器人，而是 具备决策、执行、支付与反馈闭环的"超级工具"，能够主动完成任务，甚至重塑企业的组织结构与工作方式。 然而，进化的代价是昂贵的。随着推理模型（Reasoning Models）驱动智能体走向多步思考 ...

Core Viewpoint - Salesforce has shifted its strategy from relying heavily on generative AI to implementing more deterministic automation techniques in its Agentforce product, indicating a reconsideration of the effectiveness of large language models in business applications [2][4][15]. Group 1: Strategic Shift - Salesforce reduced its customer support team from 9,000 to approximately 5,000, citing cost savings through AI automation [2]. - The company has introduced basic "deterministic" automation in Agentforce to enhance reliability, moving away from the unpredictability associated with large language models [4]. - Salesforce's recent communications suggest that when Agentforce does not overly depend on large language models, its performance improves [3]. Group 2: Customer Feedback and Issues - Customers have reported various technical issues with Agentforce, including a phenomenon referred to as "hallucination," where the AI produces incorrect outputs [7]. - The cost of using Agentforce is high, with each interaction costing $2, leading to complaints about operational expenses [7]. - Vivint, a customer of Agentforce, experienced stability issues, prompting them to implement deterministic triggers to ensure consistent service delivery [8]. Group 3: Technical Limitations - Salesforce's CTO acknowledged that using basic automation can lower operational costs and improve reliability, but noted that exceeding eight instructions can lead to missed commands, which is critical for high-precision tasks [7]. - The company is testing a system called Agentforce Script to identify tasks that can be completed without relying on large language models, aiming to reduce unpredictability [9]. Group 4: Leadership and Future Directions - CEO Marc Benioff has indicated a shift in focus towards data infrastructure rather than AI models, highlighting the risks associated with unreliable AI outputs [13]. - There are discussions about potentially rebranding the company to "Agentforce," reflecting a strategic pivot in response to market interests [13]. - Salesforce's spokesperson emphasized the need for integrating AI with reliable data and business logic to achieve predictable outcomes, while also denying claims of reducing large language model applications [14].

Core Viewpoint - Alphabet and Amazon are identified as strong investment opportunities, particularly in light of their potential growth in 2026, despite differing performances in 2025 [2][6]. Group 1: Company Performance - Alphabet's stock increased by approximately 60% in 2025, overcoming initial doubts regarding its capabilities in artificial intelligence and concerns about potential monopoly issues [6][7]. - Amazon's revenue grew by 13% in the third quarter, with its cloud computing unit, Amazon Web Services (AWS), accounting for 66% of operating income despite only representing 18% of total revenue [10][11]. Group 2: Investment Insights - Berkshire Hathaway's portfolio includes Alphabet, which makes up about 1.7% of its total holdings, and Amazon, which constitutes 0.7% [5]. - The performance of Alphabet in 2025 suggests continued dominance in generative AI, potentially leading to new revenue streams in 2026 [8][9]. - Amazon's AWS has shown its fastest growth quarter in several years, indicating a strong rebound potential for the company in 2026 [11].