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美国电信巨头厮杀正酣!AT&T(T.US)Q2营收、利润超预期,移动电话用户激增
智通财经网· 2025-07-23 12:31
Financial Performance - AT&T's Q2 revenue increased by 3.4% to $30.8 billion, exceeding market expectations of $30.4 billion [1] - Adjusted earnings per share were $0.54, better than the anticipated $0.52 [1] - Free cash flow for the quarter was reported at $4.4 billion [1] Customer Growth - The company added 401,000 mobile phone users, surpassing the market expectation of 301,000 [1] - AT&T's "Internet Air" fixed wireless service gained 203,000 new customers, exceeding the forecast of 169,000 [1] - The company also added 243,000 fiber users [1] Strategic Initiatives - AT&T launched a new "customer assurance" policy aimed at expanding market share by providing stable network services and quality customer service [1] - The company plans to invest $3.5 billion of the expected tax savings from the tax and spending bill into fiber network construction, targeting 4 million new access points annually by the end of 2026 [2] - AT&T is acquiring Lumen Technologies' consumer fiber division to enhance its wired network coverage [2] Updated Guidance - The company raised its full-year guidance for mobile service revenue and profit, as well as capital expenditure expectations, while lowering the growth forecast for fiber business revenue [2] - AT&T maintains its adjusted earnings per share forecast of $1.97 to $2.07 [2] - The company plans to repurchase $4 billion in stock, having already repurchased $1.3 billion [2] Market Position - AT&T is the second of the three major U.S. telecom companies to report Q2 results, with T-Mobile US set to report later [2] - Despite a 3.8% pre-market drop, AT&T's stock has risen over 20% year-to-date, outperforming the S&P 500 and its telecom competitors [2]
Meta updates safety features for teens. More than 600,000 accounts linked to predatory behavior
CNBC· 2025-07-23 11:00
Facebook and Instagram icons are seen displayed on an iPhone.Meta on Wednesday introduced new safety features for teen users, including enhanced direct messaging protections to prevent "exploitative content."Teens will now see more information about who they're chatting with, like when the Instagram account was created and other safety tips, to spot potential scammers. Teens will also be able to block and report accounts in a single action."In June alone, they blocked accounts 1 million times and reported a ...
“国产芯片必须咬牙坚持用!”周鸿祎:360近期采购全是华为产品
第一财经· 2025-07-23 10:05
本文字数:1357,阅读时长大约2分钟 作者 | 第一财经 刘佳 7月23日,身穿标志性红色T恤的360集团创始人周鸿祎,走进互联网大会的一间会议室,他说自己昨 晚没睡好,早上喝了一杯咖啡还是很困。但一谈起AI,便立刻打开了话匣子。 上周英伟达CEO黄仁勋访华后,周鸿祎发了条短视频,感慨国产芯片追赶的速度令人惊叹,强调中 国的开源模型和AI产业链迎来发展的新机会。 2025.07. 23 危险操作,例如诱导模型泄露企业机密文件——这种"注入攻击"已经发生。 "甚至我有时候开玩笑说,一个前台小姐姐可能不会编程,只要她对老板不满意,她都可以对公司的 大模型和智能体进行攻击。"周鸿祎说。 更严峻的是,黑客也在利用AI升级攻击手段。他还提到现在黑客智能体攻击方式,称现在黑客正尝 试把自己的能力和经验嵌入大模型,打造'黑客智能体',"周鸿祎透露。一旦拥有足够算力,单个黑 客便能操控数十甚至数百个智能体进行攻击。这彻底颠覆了传统网络安全攻防格局——数字化的"机 器人黑客"无需休息,可全天候作战。 "网络安全就从人和人的对抗,变成了人和算法、人和机器、人和算力的对抗。"周鸿祎说,安全企业 也必须转型,打造自己的"智能体安全 ...
突发!美科技巨头解散上海AI研究院,首席科学家发声
是说芯语· 2025-07-23 09:38
Core Viewpoint - The closure of AWS's Shanghai AI Research Institute marks a significant shift in the company's strategy, reflecting broader trends of foreign tech companies reducing their R&D presence in China [1][7]. Group 1: Closure Announcement - The announcement of the institute's closure was made internally on July 22, 2023, catching team members off guard after nearly six years of operation [2]. - AWS stated that the decision was made after a thorough evaluation of the company's organizational structure and future strategic direction, emphasizing the need for resource optimization and continued investment [1][4]. Group 2: Impact on Employees - The immediate impact on employees is significant, with AWS pledging to support their transition, although specific details regarding compensation and internal job opportunities have not been disclosed [4]. - Some employees have reportedly been approached by domestic tech companies, leveraging their expertise in AI Agent and graph neural networks to drive local technological advancements [4]. Group 3: Historical Context of the Institute - Established during the 2018 World Artificial Intelligence Conference, the Shanghai AI Research Institute was AWS's first AI research facility in the Asia-Pacific region, initially focusing on deep learning and natural language processing [5]. - The institute developed the Deep Graph Library (DGL), which became a benchmark open-source project in the graph neural network field, significantly benefiting Amazon's e-commerce operations [5]. Group 4: Broader Industry Trends - The closure of the Shanghai AI Research Institute is part of a larger trend of foreign tech companies retreating from China, with notable examples including IBM's closure of its 32-year-old R&D center and Microsoft's relocation of AI experts to other regions [7].
商洛消费市场强劲增长 创新举措点燃发展新引擎
Sou Hu Cai Jing· 2025-07-23 09:24
新业态迸发,经济增长动能澎湃。商洛市前瞻布局网络经济、银发经济、低空经济与夜间经济四大新赛 道。电商领域成果显著:组织"AI直播实操"培训30场,助力90余家限上餐饮企业线上引流增收;开展直 播带货3000场次,推动公共网络商品销售额飙升至2.1亿元,同比增长66%。银发经济方面,197个城市 老年人日间照料中心、11家旅居养老基地投入运营,吸引毗邻区域1.6万人次活力老人旅居消费。低 空、夜间经济同步崛起,为市场注入全新活力。 7月22日,商洛市委宣传部、市政府新闻办召开"持续深化'三个年'活动 聚力打好重点领域攻坚硬仗"系 列新闻发布会第四场发布会。商洛市商务局负责人介绍相关情况并回答记者提问。 商洛市积极落实中省提振消费部署,今年上半年打出政策"组合拳",推动消费市场活力迸发,交出一份 亮眼成绩单:1-6月全市社会消费品零售总额达160.6亿元,同比增长7.3%,增速位居全省第六;限额以 上消费品零售额56.6亿元,同比大幅增长12.1%,同样稳居全省前列。 政策加码,大宗消费引擎轰鸣。商洛市精准升级"以旧换新"政策,在原有汽车、家电、家装、电动自行 车补贴基础上,新增数码产品补贴。政策红利深度释放,1 ...
周鸿祎“评价一切”:DeepSeek、Manus、华为、英伟达、智能眼镜……
Xin Lang Ke Ji· 2025-07-23 09:09
文|新浪科技 罗宁 7月23日,2025中国互联网大会在北京举行。360集团创始人、董事长周鸿祎在大会期间与新浪科技等进 行对话,围绕大模型与智能体的发展、国产芯片的应用、DeepSeek流量下降、网络安全风险、360 AI硬 件布局及智能体商业化等多个核心话题展开深入分享,以下为采访实录(不改变原意的情况下有微 调)。 谈大模型与智能体:进化了 谈国产芯片:近期采购都是华为产品 谈及近日英伟达H20供货以及企业的芯片选择,周鸿祎明确表示 "尽可能往国产转"。他承认国产芯片与 英伟达有差距,但强调:"必须要用,不用差距永远存在。只有坚持用,才能在实践中改进。" 周鸿祎直言,当前大模型存在严重局限:"它很'被动',只能陪你聊天,更像一个聊天机器人,能力偏 文字功底,很多专业技能其实不会。" 他举例称,企业即便用上DeepSeek,也多当作聊天工具,仍处于 "玩具阶段",尚未成为真正的生产力工具。 而智能体的出现恰好弥补了这一短板。"大模型像个聪明的大脑,能推理、规划,有渊博知识,但没有 手脚;智能体则扮演身体和手脚的角色。" 周鸿祎强调,智能体与大模型的本质区别体现在两点:一是 能使用各类工具,如同人类借助工具 ...
武汉都市圈环线高速孝感北段关键方案通过评审 钢箱梁施工与枢纽保通有了“技术指南”
Zhong Guo Fa Zhan Wang· 2025-07-23 08:40
评审会上,项目施工单位聚焦两大核心方案展开详细汇报:钢箱梁安装环节,从构件运输、吊装定位到焊接工艺,全流程技术要点逐一拆解,精准呈现施工 中的精度控制与安全保障措施;枢纽互通保通专项方案则围绕施工期间的交通导改、车辆分流、临时设施搭建等内容,系统阐述如何在保障既有道路通行的 前提下推进工程建设。 来自桥梁工程、交通组织等领域的专家组成员认真听取汇报,结合项目实际地形地貌与施工难点,从技术可行性、工艺规范性、安全冗余度等多个维度深入 研讨。经过两天的细致评审,专家组一致认为,两套方案数据详实、逻辑清晰,施工工艺成熟可行,能够满足项目建设需求。同时,专家们还针对钢箱梁焊 接质量把控、复杂工况下的交通疏导细节等提出优化建议,为方案"再升级"提供专业支撑。 式汉都市圈环线高速 中国发展网讯武汉都市圈环线高速公路建设再传捷报。7月12日至13日,孝感北段一期土建工程钢箱梁安装及枢纽互通保通方案顺利通过专家评审,这一关 键节点的突破,为项目后续高效施工、安全推进筑牢技术根基,也让武汉都市圈环线高速的"孝感速度"再添加速度。 下一步,项目团队将根据专家意见细化完善方案,迅速启动钢箱梁安装及枢纽互通施工准备工作。随着各项技术 ...
科普书单·新书|生而为熊
Xin Lang Cai Jing· 2025-07-23 07:53
Group 1 - The book "The Poincaré Conjecture" explores the century-long quest to solve a significant mathematical problem, highlighting the life of Grigori Perelman, who solved it but chose to withdraw from public recognition [2] - "Illustrated Algebra" presents the evolution of numerical systems from ancient civilizations and illustrates how mathematicians performed calculations before the invention of algebraic symbols [4] - "Reshaping Mathematics: The Journey of Infinity" discusses the concept of infinity through the works of five renowned mathematicians, emphasizing their contributions to the understanding of infinite quantities [6] Group 2 - "The Story of Chemistry" traces the historical development of chemistry from ancient philosophical inquiries to modern scientific achievements, focusing on key figures like Mendeleev and the periodic table [8] - "China's Ancient Technological Heritage" details 38 representative technological achievements from ancient China, covering their historical significance and value across various fields [10] - "How the Earth Became Round" examines humanity's evolving understanding of the Earth's shape through historical texts and scientific discoveries, marking the transition from myth to empirical knowledge [13] Group 3 - "The History of Hurricanes in North America" provides a comprehensive account of the impact of hurricanes on the land and society over the past 500 years, utilizing extensive data from meteorological sources [15] - "Nature and Humanity: The Shaping of Science and Modernity" analyzes the interplay between science and various cultural factors, illustrating how scientific advancements have influenced modern civilization [17] - "The Mystery of Meat: A Deep History of Animals, Humans, and Food" challenges traditional views on the role of meat in human evolution, exploring the complex relationship between humans and animals throughout history [19]
亚马逊云科技上海AI研究院被曝解散
Guan Cha Zhe Wang· 2025-07-23 07:52
7月23日,市场有传闻称亚马逊云科技(AWS)上海AI研究院已解散。 网传消息显示,亚马逊AWS上海AI研究院的首席应用科学家王敏捷朋友圈发布内容称:"刚收到通知,AWS亚马逊云科技上海AI研究院因中美战略调整 解散。" 值得注意的是,这是亚马逊云科技最后一个海外研究中心。目前尚不清楚此次变动涉及多少名员工,但有消息人士向英国《金融时报》透露称,AWS在 巅峰时期在中国拥有超过1000名员工。 网传图片中,王敏捷感慨道,"近6年带队时光,赶上了外企研究院的黄金周期,更得益于张峥老师的细心指导,有幸成为AWS亚太地区最年轻的首席应 用科学家。值得骄傲的是:我们从零孵化出全球知名的图神经网络开源框架DGL,为亚马逊电商创造了近10亿美元的营收;仅实验室规模的团队,拿下 机器学习与系统领域顶会全满贯,发表100余篇顶会论文。转向AI Agent后,敢说这支队伍在技术深度、科学素养与执行力上,都是最顶尖的Agentic AI 团队之一 —— 从框架到落地经验,全是现成的。" 网传图片 针对这一消息,亚马逊发言人23日向媒体回应称:"经过对公司组织、发展重点及未来战略方向的深入评估,我们决定对亚马逊云科技部分团队进行人 ...
微软服务器软件遭到大规模“网络间谍活动”,外交部回应
news flash· 2025-07-23 07:46
在7月23日外交部例行记者会上,有记者就微软服务器软件遭到大规模"网络间谍活动"进行提问。发言 人郭嘉昆表示,不了解你提到的具体情况,网络安全是各国面临的共同挑战,应该通过对话合作共同应 对。中国一贯反对并依法打击黑客活动,同时反对借网络安全问题对中国进行污蔑抹黑。(环球网) ...