Core Viewpoint - The launch of Huawei Mate XTs "Extraordinary Master" folding phone signifies a strategic collaboration with three leading companies: Wind, Tencent, and Feishu, highlighting the development of a comprehensive smart interconnectivity ecosystem based on HarmonyOS [1][3]. Group 1: Strategic Partnerships - The inclusion of Tencent represents immersive experiences in entertainment and social interaction [3]. - Feishu symbolizes new productivity in enterprise office and collaboration [3]. - Wind opens up possibilities for professional-grade industry applications, covering the entire user journey in work, life, and investment [3]. Group 2: Wind's Role - Wind's participation is particularly notable as it compresses a complete PC-level financial terminal into a mobile device, addressing the complex needs of financial professionals [4][10]. - The Mate XTs features a 10.2-inch display that allows users to access vast amounts of global data seamlessly [6]. - Multi-tasking capabilities enable users to view financial reports on one screen while accessing databases and market sentiment on another [7]. Group 3: AI Integration - Wind is revolutionizing the work of financial professionals with AI Agents that provide 24/7 assistance [11]. - The AI Briefing Agent delivers global market updates and stock alerts every morning [11]. - The Investment Morning Report Agent monitors global markets overnight and presents results at dawn [11]. Group 4: Future Vision - The collaboration of these three companies at the launch not only supports the Mate XTs but also points towards a future of cross-industry and cross-scenario smart interconnectivity [12]. - For Huawei, this initiative represents both a product and a strategic direction, while for Wind, it is an opportunity to showcase its capabilities [12]. - Users can expect smart devices to evolve from mere tools to integral ecological partners in their daily lives [12]. Group 5: Industry Impact - The Mate XTs folding phone is perceived as a new possibility for financial professionals, investors, and office workers [13]. - Wind's technology allows financial tasks to be performed on-the-go, effectively putting a PC in the user's pocket [13]. - Tencent enhances the immersive experience for entertainment, while Feishu facilitates efficient collaboration across different scenarios [13].

在华为 Mate XTs「非凡大师」三折叠的发布现场，除了硬件科技的惊艳，全场更令人侧目的，是台上三家同台亮相的企业。 Wind —— 全球金融数据服务的领军者； 腾讯 —— 游戏行业的绝对龙头； 飞书 —— 企业社交协作的标杆代表。 这是华为在全球范围内仅邀请的三家战略伙伴。金融、娱乐、协作三大核心场景顶流齐聚，不仅为新品赋能真实应用，更向外界释放一个信号：鸿蒙生 态，正在构建全场景智慧互联。 一、为什么是这三家？ 折叠屏并非新鲜事物，但"为什么要折叠"一直缺乏杀手级答案。华为这一次给出了更高维度的解法： • 腾讯的加入，代表了 娱乐与社交 的沉浸体验； • 飞书的加入，代表了 企业办公与协作 的新生产力； • Wind 的加入，则打开了 专业级行业应用 的想象空间。 | D C D E | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 酸票 开始 | 债券 商品 | 外汇 基金 | 指数 | | 衍生品 资管 ...

2Q FY 2026 Earnings Supplemental Slides Safe Harbor Statements we make in this presentation may include statements which are not historical facts and are considered forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995, which are usually identified by the use of words such as "anticipates," "believes," "estimates," "expects," "intends," "may," "plans," "possible," "projects," "outlook," "seeks," "should," "will," and variations of such words or similar expressions, inclu ...

Core Viewpoint - The collaboration between Huawei and three strategic partners—Wind, Tencent, and Feishu—highlights the development of a comprehensive smart interconnectivity ecosystem, emphasizing the integration of finance, entertainment, and collaboration in the future of technology [3][17]. Group 1: Strategic Partnerships - Huawei's choice of Wind, Tencent, and Feishu as partners represents the pinnacle of their respective fields: finance, entertainment, and office collaboration [3][17]. - The presence of these companies at the launch signifies a commitment to creating a cross-industry, cross-scenario smart interconnectivity ecosystem, moving beyond just mobile devices [17]. Group 2: Wind's Role in Finance - Wind's integration with Huawei Mate XTs allows for a complete PC-level financial terminal experience within a mobile device, catering to the complex and high-frequency needs of finance professionals [8][19]. - The device features a 10.2-inch display for browsing vast amounts of data, multi-tasking capabilities for simultaneous tasks, and instant data generation through the Alice series, enhancing productivity [9][10]. Group 3: AI Agent Revolution - Wind is introducing AI Agents that transform the work processes of finance professionals, acting as personal research assistants and report generators available 24/7 [12][14]. - The future is envisioned as an era dominated by these Agents, with each finance professional potentially utilizing multiple Wind Agents for various tasks [15]. Group 4: Cross-Industry Innovation - The collaboration aims to enhance user experiences across different sectors: Wind makes finance portable, Tencent elevates immersive entertainment experiences, and Feishu facilitates efficient cross-scenario collaboration [19]. - The launch of the Mate XTs is positioned not just as a technological advancement but as a strategic move towards a future where smart devices serve as ecological partners rather than mere tools [17][19].

Core Viewpoint - DeepSeek, a Chinese AI company, is reportedly developing a more advanced AI model with enhanced agent capabilities to compete with industry leaders like OpenAI [1][2] Company Developments - DeepSeek's founder, Liang Wenfeng, is pushing the team to release new software in Q4 of this year [1] - The company previously launched the R1 series model in January, which mimics human reasoning processes at a development cost of only a few million dollars [3] - An upgraded version, DeepSeek-R1-0528, was released on May 28, showing significant improvements in reasoning ability, programming performance, and text processing [3] - The DeepSeek-V3.1 model was officially released on August 21, enhancing code understanding and agent task execution capabilities [3][4] Market Trends - AI concept stocks have recently experienced a downturn, with the DeepSeek index, AI computing power index, and AIGC index dropping by 8.94%, 9.25%, and 7.16% respectively over a few trading days [1] - Analysts attribute this decline to profit-taking, but maintain a positive long-term outlook for the AI industry [1] Industry Insights - The AI agent sector is viewed as a key area of growth following large models, with capabilities for autonomous decision-making and task execution [5] - A government policy issued on August 26 aims to integrate AI into six key sectors by 2027, with a target of over 70% penetration of new intelligent terminals and agents [5] - The market for AI agents is expected to see significant growth, with predictions of a commercial explosion in 2025 [6][7]

Core Insights - The article discusses the current limitations of AI agents and emphasizes the importance of a coordination layer to enhance task execution reliability and cost control [2][3] - Temporal, a company focused on Durable Execution, has gained attention for its ability to ensure reliable workflow execution even in the face of failures [3][6] - Temporal has completed a $146 million Series C funding round, achieving a valuation of $1.72 billion, with notable clients including Nvidia and OpenAI [3][8] Group 1: What is Temporal? - Temporal is an AI infrastructure company founded in 2019, focusing on Durable Execution to ensure reliable workflow execution despite failures [6] - The company has over 2,500 clients, including major firms like Nvidia, Airbnb, and Netflix, with a Net Dollar Retention (NDR) rate of 184% [8] Group 2: Product Architecture - Developers can write business logic in workflow functions, while Temporal guarantees reliable and persistent execution [11] - Temporal uses Event Sourcing to automatically recover workflow states, ensuring execution can continue from the point of failure [11][16] - The architecture allows for asynchronous task execution through a Task Queue, enhancing system stability and simplifying development [16][17] Group 3: Use Cases - Temporal is utilized in various scenarios, including infrastructure orchestration, application deployment, and data processing, demonstrating its versatility [18][19][20] - Specific examples include Uber's machine deployment coordination and Coinbase's transaction reliability in fintech [19][20] Group 4: Open Source and Commercialization - Temporal offers both an open-source version and a managed cloud service, allowing users to switch between deployment modes seamlessly [21][22] - The open-source version is designed to be fully functional, with a focus on maintaining customer trust and avoiding vendor lock-in [24][25] Group 5: Durable Execution - Durable Execution allows developers to manage distributed tasks without worrying about system crashes, as the execution state is persistently stored [34][35] - The system provides runtime visibility, enabling developers to track interactions and quickly identify issues [35][37] Group 6: Future Directions - Future developments for Durable Execution may include the integration of WebAssembly for enhanced performance and the evolution of RPC protocols to support long-running operations [37][39] - Temporal aims to become a core component in the ecosystem of tool invocation, particularly in cross-company interactions [39]

Who’s making an AI Agent trained on Pokémon data? ...

Core Viewpoint - Minglue Technology has submitted a new application for listing on the Hong Kong Stock Exchange, aiming to issue up to 8,301,800 shares, with the backing of major investors like Tencent and Kuaishou [1][3][11] Company Overview - Established in 2006, Minglue Technology has nearly 20 years of experience in the digital marketing sector and has served 135 Fortune Global 500 clients [4][6] - The company is recognized as China's largest data intelligence application software supplier based on 2023 revenue [3][6] Business Performance - From 2021 to 2023, the Chinese data intelligence application software market grew at a CAGR of 20.4%, with Minglue's revenue expanding to 1.462 billion yuan in 2023, marking a growth of 15.2% [6][7] - Despite the growth, the company faces challenges with declining revenues in its marketing intelligence segment, which fell from 750 million yuan in 2023 to 730 million yuan in 2024 [8][9] Technology and Innovation - Minglue holds 2,177 patents and has received over 450 domestic and international awards, focusing on multi-modal data intelligence, enterprise knowledge graphs, and data privacy technologies [5][6] - The company has launched AI-driven products like AdEff, which utilizes its proprietary multi-modal large language model to optimize advertising effectiveness [12] Market Position and Challenges - The company has experienced a significant valuation drop from over $30 billion in 2020 to approximately $15 billion in early 2024, reflecting pressures from market competition and changing customer demands [11] - The operational efficiency of its industry AI solutions remains low, with revenue contribution consistently below 10% and negative gross margins [9][10] Investment Appeal - Minglue's strong investor backing, including major players in the AI sector, enhances its attractiveness in the market, despite current operational challenges [11][13] - The anticipated growth of the AI Agent market, projected to reach $50.31 billion by 2030, presents potential opportunities for Minglue to capitalize on [11]

Group 1 - The Hang Seng Tech Index fell by 1.13% as of September 4, 2025, with mixed performance among constituent stocks [3] - Alibaba Health led the gains with an increase of 2.35%, while Horizon Robotics saw the largest decline at 6.33% [3] - The Hang Seng Tech Index ETF (159742) decreased by 0.78%, trading at a premium with a latest price of 0.77 yuan [3] Group 2 - AI revenue has significantly improved operational performance for several leading companies, with AI applications and Agent commercialization accelerating [3][4] - The Chinese government has issued guidelines aiming for over 70% penetration of new intelligent terminals and agents by 2027, and over 90% by 2030 [3] - Alibaba has committed to investing 380 billion yuan in AI development over the next three years and is testing a new AI chip compatible with Nvidia [3] Group 3 - Kuaishou's AI revenue has exceeded 250 million yuan, while Meituan's AI revenue accounts for over 20% of its total [4] - The Hang Seng Tech Index ETF has reached a latest scale of 3.303 billion yuan and a record high of 4.285 billion shares [4] - The ETF has seen continuous net inflows over the past eight days, totaling 391 million yuan, with an average daily net inflow of approximately 48.84 million yuan [4] Group 4 - The top ten weighted stocks in the Hang Seng Tech Index account for 68.71% of the index, including Tencent, Alibaba, and Netease [4]

Group 1 - The establishment of a Tech communication group focused on large models, inviting participants to discuss topics such as RAG, AI Agents, multimodal large models, and deployment of large models [1] - Interested individuals can join the group by adding a designated WeChat assistant and providing their nickname along with a request to join the large model discussion group [2]