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美联储古尔斯比:在商业对人工智能的投资方面,我们已经远远超前了。
Sou Hu Cai Jing· 2025-09-25 14:18
来源:滚动播报 美联储古尔斯比:在商业对人工智能的投资方面,我们已经远远超前了。 ...
公司与华为合作是否涉及人工智能领域?云鼎科技:双方正共同推动AI技术在能源行业的场景应用
Mei Ri Jing Ji Xin Wen· 2025-09-25 14:16
(文章来源:每日经济新闻) 云鼎科技(000409.SZ)9月25日在投资者互动平台表示,双方正共同推动AI技术在能源行业的场景应 用。公司密切关注股价波动,并将继续强化经营管理和核心竞争力,以扎实的业绩回报投资者信任。 每经AI快讯,有投资者在投资者互动平台提问:云鼎科技与华为深度合作,是否涉及人工智能领域? 最近消息面利好不断,但股价持续下跌,请问贵公司对此怎么看,有什么打算? ...
纯血鸿蒙“周年考”:终端数量破1700万,汽车接入进度待加速
Hua Xia Shi Bao· 2025-09-25 14:09
本报(chinatimes.net.cn)记者石飞月 深圳报道 鸿蒙智行家族迎来新成员。9月23日晚间,华为与上汽合作推出的尚界H5宣告上市,这也是尚界品牌的 首款车型,其价格下探至20万元以下,同日上市的还有华为与赛力斯合作的全新问界M7,一日内大定 就突破4万辆。不过,这两款新车并未强调纯血鸿蒙的概念,在纯血鸿蒙生态的推进中,汽车端还是相 对滞后的一环。 很快,华为纯血鸿蒙将迎来上线一周年的日子,虽然在汽车端推进得相对缓慢,但在其它品类上,纯血 鸿蒙展现出了惊人的生长速度。据华为公布的数据,截至9月20日,HarmonyOS 5(鸿蒙5)终端设备数 量已突破1700万台,涵盖品类包括手机、电脑、平板、手表、智慧屏等。 五"界"凑齐 "华为智行的汽车进入20万元以下档位,销售量会有很大提升,用户规模会持续扩张,有利于形成规模 效应,增加使用场景,实现加速迭代,在智能驾驶方面继续领跑。"资深通信专家马继华对《华夏时 报》记者表示。 当日,与尚界H5一起上市的,还有华为与赛力斯汽车合作的全新问界M7,这款车的增程版27.98万元起 售,纯电版31.98万元起售,小订已累计突破23万辆,一日内大定突破4万辆。余承 ...
南极光:万载子公司新增光电器件制造及光通信相关经营范围,是落实公司双主业经营战略的重要步骤
Mei Ri Jing Ji Xin Wen· 2025-09-25 14:08
每经AI快讯,有投资者在投资者互动平台提问:公司万载子公司在8月22日变更了经营范围,新增光电 器件制造及光通信的目的是什么?传闻公司准备并购光通讯标的,是否是因为这个原因变更了经营范 围,目前进展如何? 南极光(300940.SZ)9月25日在投资者互动平台表示,公司积极关注包括人工智能、量子科技等前沿领 域的战略性布局机会,并充分利用上市公司平台,通过内生发展或外延扩张培育公司第二增长曲线。万 载子公司作为公司核心子公司,新增光电器件制造及光通信相关经营范围,是落实公司双主业经营战略 的重要步骤,旨在进一步完善业务布局。公司将积极推进该项业务,相关进展请以公司公告为准。 (记者 张明双) ...
路博迈基金韩羽辰:路博迈量化3.5模型善于将长周期有效因子与动态短期信息有效结合
Zhong Zheng Wang· 2025-09-25 14:07
"最终通过月度更新的动态加权模块合成综合因子,在不失长期稳定性的前提下增强对短期市场变化的 适应能力。该模型的突出优势在于将长周期有效因子与动态短期信息相结合,形成复合AI信号,从而 构建出兼顾稳定性与响应速度的投资组合,进一步提升组合管理的科学性与实战效能。"韩羽辰表示。 中证报中证网讯(记者魏昭宇)9月25日晚间,路博迈基金基金经理韩羽辰在中国证券报"中证点金汇"直 播间表示,目前市场中的量化团队主要可以分为两类:传统量化体系和AI驱动的量化投研体系。而路 博迈基金所使用的是AI驱动的量化投研体系,经过不断迭代升级,目前已经发展到路博迈量化3.5模 型。 韩羽辰表示,路博迈量化3.5模型在原有基础上进行了系统化升级,其核心区别在于对训练目标的重新 定位与应用场景的针对性优化。"在模型训练目标上,我们的模型将重心置于中低频信号的捕捉与提 取,依托深度神经网络融合时序与截面数据,从而识别更具长期稳健性的市场规律。" "数据方面,除了传统量价数据和基本面数据之外,我们还将蕴含丰富日内信息的高频数据、刻画股票 间相互关系的产业链数据、描述分析师预期和舆情信息的文本数据等另类数据都纳入到机器学习模型体 系中,为模型 ...
探访黄浦江上唯一的内陆岛屿:量子城市基地有机更新、转型发展
Zhong Guo Xin Wen Wang· 2025-09-25 14:04
探访黄浦江上唯一的内陆岛屿:量子城市基地有机更新、转型发展 中新网上海9月25日电 (记者 陈静)25日,记者走访黄浦江上唯一的内陆岛屿——复兴岛。这座岛屿 在"黄浦夺淞"期间逐渐形成沙洲,1912年—1927年间疏浚成岛,几经易名,后为纪念抗战胜利命名"复 兴岛"。 记者25日获悉,自2024年12月,上海量子城市时空智能创新实验基地(简称:量子城市基地)在复兴岛开 启以来,曾作为"战略留白"多年的复兴岛,正以有机更新为路径谋划转型发展。近来,复兴岛已正式开 通与苏州昆山、嵊泗的低空航线,正在成为长三角低空经济网络重要节点。 复兴岛是黄浦江上唯一的内陆岛屿。(杨浦区新闻办供图) 据悉,复兴岛及周边地区将围绕培育科技智能、引领设计艺术、滨水生态空间的总体方向,彰显辐射带 动和示范引领作用,打造青年创业人群喜闻乐见、激发创造力的开放岛屿氛围,低成本盘活利用存量工 业厂房,集聚创新创业群落功能和生态;依托滨水空间和慢行网络布局多元文体和商业功能,营造蓝绿 交织、清新明亮的江心岛意象,打造7公里环岛活力水岸和岛北大型草坪音乐会,构建艺术水岸湿地空 间,布局12处复兴驿站,将复兴岛运河航道功能转为休闲河道和水上活动游 ...
《金砖国家特殊经济区经贸合作发展报告2025》在杭州发布
Zhong Guo Xin Wen Wang· 2025-09-25 14:04
Group 1 - The report titled "2025 Economic and Trade Cooperation Development Report of BRICS Special Economic Zones" was officially released during the fourth Global Digital Trade Expo in Hangzhou [1][2] - The report emphasizes the importance of multilateralism and the diverse characteristics of BRICS countries, highlighting the need for cooperation in various fields to adapt to the rapidly changing global landscape [2] - Special economic zones are defined by three main features: specific regional scope, specific policy arrangements, and specific development goals, aimed at promoting industrial transformation, expanding openness, and facilitating international cooperation [2] Group 2 - The report focuses on three key areas: artificial intelligence, green low-carbon initiatives, and agriculture, showcasing cooperation trends and practices in these sectors [4] - It identifies four models for deepening cooperation: enterprise-led park co-construction, resource integration-oriented industrial collaboration, technology-sharing core innovation, and talent mobility-based capacity building [4] - The report presents a comprehensive trade index system to quantitatively assess the trade cooperation levels and potential between China and other BRICS countries, indicating a steady improvement in overall cooperation levels [4]
特朗普政府同意使用马斯克旗下xAI的人工智能模型。(华尔街日报)
Hua Er Jie Jian Wen· 2025-09-25 14:02
特朗普政府同意使用马斯克旗下xAI的人工智能模型。(华尔街日报) 风险提示及免责条款 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资,责任自负。 ...
CarMax(KMX) - 2026 Q2 - Earnings Call Transcript
2025-09-25 14:02
Financial Data and Key Metrics Changes - The second quarter net earnings per diluted share was $0.64, down from $0.85 a year ago, primarily driven by lower volume and a CarMax Auto Finance (CAF) loss provision adjustment [17][18] - Total gross profit was $718 million, a decrease of 6% from the previous year's second quarter [18] - Retail gross profit per used unit was $2,216, consistent with historical averages, while wholesale gross profit per unit was $993, showing a slight decrease [18][19] Business Line Data and Key Metrics Changes - Total sales for the quarter were $6.6 billion, down 6% year-over-year, with retail unit sales declining by 5.4% and used unit comps down 6.3% [8][9] - Wholesale unit sales decreased by 2.2% compared to the second quarter last year, but the average wholesale selling price increased by approximately $125 per unit to $7,900 [9][10] - CarMax Auto Finance originated over $2 billion, resulting in a sales penetration of 42.6%, which was 60 basis points above last year [13] Market Data and Key Metrics Changes - The average selling price of used vehicles was $26,000, reflecting a year-over-year decrease of approximately $250 per unit [9] - The company noted a pullback in demand from mid to high FICO customers, indicating a potential strain on consumer sentiment [75][94] Company Strategy and Development Direction - The company is focused on driving sales, gaining market share, and delivering significant year-over-year earnings growth, with key priorities including price competitiveness, consumer awareness, and SG&A reductions of at least $150 million over the next 18 months [5][7][11] - The "Wanna Drive?" brand campaign aims to enhance the omnichannel customer experience and increase brand awareness [10][11] - The company plans to continue investing in technology and operational efficiencies to support its growth objectives while maintaining a disciplined approach to pricing [20][21] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that the second quarter results fell short of expectations but expressed confidence in the strategy and earnings model, projecting high teens EPS growth with mid-single-digit retail unit growth [5][21] - The management highlighted that while the consumer environment remains aggressive, they are positioned well to gain market share and improve sales performance in the upcoming quarters [75][76] Other Important Information - The company repurchased approximately 2.9 million shares for a total expenditure of $180 million during the second quarter, with $1.56 billion remaining in the repurchase authorization [22] - The deployment of AI technology, such as the Sky virtual assistant, has led to significant improvements in operational efficiency and customer experience [19][20] Q&A Session Summary Question: Impact of pull forward demand on used unit sales - Management indicated that both inventory depreciation and pull forward demand were significant factors affecting sales, with September showing stronger performance compared to the second quarter [27][28] Question: Pricing strategy and market competitiveness - Management confirmed a renewed focus on competitive pricing, acknowledging that they were less competitive in the previous quarter but are now in a better position [31][32] Question: Update on CarMax Auto Finance income expectations - Management revised expectations for CAF income to be flat to slightly down year-over-year due to a larger provision impact this quarter [38][39] Question: Areas of cost reduction in SG&A - Management emphasized that cost reductions would not impact growth strategy and would be reinvested into areas that drive sales, such as marketing [43][48] Question: Consumer sentiment and market conditions - Management noted that mid to high FICO customers are currently more cautious, impacting app volume and sales, but they remain committed to gaining market share [75][94] Question: Reserved inventory policy and its effects on sales - Management clarified that reserved inventory is beneficial for customer interest but acknowledged the need to manage how long a vehicle can be held in reserve [99][100]
湖南大学生创业导师谈创业:AI是巨大机遇
Zhong Guo Xin Wen Wang· 2025-09-25 14:00
湖南省科技厅党组成员、副厅长周斌指出,全球新一轮科技革命和产业变革加速演进,以人工智能为代 表的科技创新正成为推动经济社会发展的核心引擎,希望大学生们牢牢把握时代赋予的宝贵机遇,勇敢 迈向科技创新领域的"星辰大海",朝着光明未来勇毅前行。省科技厅将会同有关部门,和各位创业导师 一起,进一步优化政策环境,完善服务支撑,努力为广大青年学子创新创业营造良好环境。 此次活动是"创星闪耀 湘创未来"湖南省大学生创业导师校园行暨创业名师大讲堂系列活动之一,由湖 南省科技厅、湖南省教育厅联合主办。活动以线上线下相结合方式,参加人员覆盖湖南所有高校,吸引 超255万人次高校师生参与互动交流。(完) 中新网长沙9月25日电(向一鹏 李滢 周欢)"当代大学生处于大变局时代,AI在带来冲击的同时也是巨大 机遇,大学生发现好的场景,利用AI工具可迅速创业。"拓维信息系统股份有限公司创始人、董事长李 新宇25日在长沙表示,大学生做选择很重要,要做自己喜欢和热爱的事,敢于挑战。 当天,"创星闪耀 湘创未来"湖南省大学生创业导师校园行暨创业名师大讲堂(智能算力专场)活动在湖南 大学举行。李新宇领衔"创业导师团",为中南大学、湖南大学、湖南 ...