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Gorilla Technology: Q1 Earnings Are Around The Corner, Here's What To Expect
Seeking Alpha· 2025-06-02 15:57
Gorilla Technology (NASDAQ: GRRR ), a two-decade old entity that leverages AI, edge computing, and deep learning, to provide technology solutions for clients around various industries (mainly government, logistics, transport, retail, hospitality, etc.) around the globe (although its servicing roots areAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article mys ...
Aris Mining's Medium-Term Growth Prospects Are Compelling, But Watch For Inflation
Seeking Alpha· 2025-06-02 15:25
Gold prices are somewhat off their all-time high from mid-April, and interest in talking about gold has waned a bit since we’re not constantly testing new highs. Nevertheless, the price today is still higher than the record highs we were seeingI’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quin ...
UP Fintech: Key Metric Guidance Is Unchanged Despite Q1 Beat (Rating Downgrade)
Seeking Alpha· 2025-06-02 08:33
Group 1 - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value [1] - The service emphasizes deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) stocks, as well as wide moat stocks that represent high-quality businesses [1] - The author provides a range of watch lists with monthly updates, particularly concentrating on investment opportunities in the Hong Kong market [1]
辽宁昨起正式进入汛期
Liao Ning Ri Bao· 2025-06-02 01:29
6月1日起,我省正式进入汛期。全省严格落实防汛五级包保责任制,及时更新核准各级防汛抗旱责 任人3.9万名,相继组织开展全省防办系统防汛抗旱工作专题培训班和全省防汛抗旱专题培训班,累计 组织培训188班次3.19万人,落实早研判、早准备、早部署、早行动举措,全面推进防汛抗旱各项工 作。 汛前,我省通过属地自查、行业检查、防指检查,全面排查度汛隐患113处,实行"一市一单"销号 整改。先后对39座病险水库、351处未达标堤防、160处河道险工等10类重点领域,均落实安全度汛措 施,确保隐患有效治理。坚持"正向"预报,推进雨水情监测"三道防线"建设,整合水利、气象等多部门 数据,引入DeepSeek模型、水利部智能水文预报模型,实现对全省200平方公里以上河流及741座水库 精准洪水预报,有效延长洪水预见期,提高预报精准度。同时,运用数字孪生模型开展"逆向"推演,优 化水利工程调度方案,提升防汛决策科学性。 在防洪工程建设和防汛准备方面,我省实施36座水库、41座水闸除险加固及中小河流治理、313项 水毁修复工程,完善防洪工程体系。全省储备防汛抗旱物资4.58亿元、救灾物资2.58亿元,组建抢险队 伍4515支27 ...
Seer's Proteograph Platform Enables Unprecedented 20,000-Sample Proteomics Study with Korea University to Develop AI-Driven Diagnostics for Cancers in Young Adults
GlobeNewswire News Room· 2025-06-01 11:00
Core Insights - Seer, Inc. and Korea University are launching a population-level study to identify blood-based cancer biomarkers for young adults in their 20s and 30s using Seer's Proteograph ONE Assay and advanced mass spectrometry technology [1][2][4] Study Overview - The study will analyze 20,000 plasma samples, including 15,000 from cancer patients and 5,000 from healthy controls, sourced from leading cancer institutions in Korea [2] - Funded by the K-Health MIRAE initiative, the three-year study aims to enhance early cancer detection and improve patient outcomes [2] Technological Advancements - Seer's Proteograph ONE workflow significantly increases the scale and efficiency of proteomic analysis, enabling faster and more cost-effective studies [4][6] - The study utilizes the Thermo Scientific Orbitrap Astral mass spectrometer, which is recognized as a leading instrument for proteomic research [4][5] Research Impact - The collaboration aims to drive earlier interventions and improve survival outcomes for young adult cancer patients through sensitive and personalized diagnostics [3][6] - The Proteograph ONE workflow allows for processing over 1,000 samples per week, with the ability to identify up to 10 times more proteins than conventional methods [5]
摩根大通:英伟达财报最新点评,目标价170$
摩根· 2025-05-29 14:12
J P M O R G A N North America Equity Research 29 May 2025 NVIDIA Corporation Solid Results/Guide Despite China Restrictions; Blackwell Production/Deployment Ramp Progressing Well; Readying GB300 Ramp This Qtr; Reit OW NVIDIA reported solid Apr-Qtr revenues of $44B (above ours/consensus estimates of $43B) even with ~$2.5B of lost H20 China GPU shipments due to China restrictions (restrictions to China went into effect on April 9th) while margins/EPS were impacted by the $4.5B of H20 inventory write-downs/pur ...
Seer Redefining Deep Unbiased Proteomics with Launch of New Proteograph Workflow at ASMS 2025, Enabling Previously Unattainable Scale and Efficiency
Globenewswire· 2025-05-29 11:00
Core Insights - Seer, Inc. has launched the Proteograph Product Suite, which includes the Proteograph ONE Assay and SP200 Automation Instrument, aimed at enhancing mass spectrometry-based proteomics for large-scale studies [1][2][3] Product Launch and Features - The new Proteograph workflow significantly improves scalability, reproducibility, and affordability of deep proteomic analysis, addressing historical limitations in the industry [2][4] - The streamlined workflow can process over 1,000 samples per week on a single SP200 instrument, doubling throughput without compromising performance [7] - The per-sample cost of proteomic analysis has been reduced by approximately 60% compared to the initial release in 2021, making population-scale mass spectrometry proteomics more accessible [3][7] Impact on Research - The Proteograph ONE workflow enables large-scale biomarker discovery, longitudinal disease studies, and comprehensive multi-center research, facilitating advances in personalized medicine [4][8] - The product suite is expected to drive significant advancements in understanding complex diseases such as Alzheimer's and cancer, as showcased at the ASMS 2025 conference [6][10] Scientific Collaboration and Data Presentation - Seer and its collaborators will present new scientific data at the ASMS 2025, highlighting the transformative impact of the Proteograph Product Suite in various research areas [6][10] - Notable presentations will include studies on dementia classification and cancer biomarker discovery, demonstrating the practical applications of the new technology [10][12] Availability - The Proteograph Product Suite will be commercially available starting June 1, with options for instrument and kit purchases as well as services through the Seer Technology Access Center [13]
DeepSeek带来两个国运级的大机会,将普惠更多创业者
创业家· 2025-05-29 10:01
以下文章来源于i黑马 ,作者i黑马 i黑马 . 让创业者不再孤独@i黑马 牛文文 创业黑马集团董事长&创始人 风口,无疑已经来了。 国运,无疑已经来了。 2025,中国中小企业的发展拐点,已然到来。 DeepSeek 带来 两个国运级的大机会: 第二, 中国产业智能化。 这两个国运级的大机会,马上就会普惠到全中国的产业和企业。 第一, 中国资产重估。 外行看热闹,内行看门道。 普通人跟 DeepSeek 玩一下就叫接入了。 但是如果你做企业级 的接入和应用,你必须是 核心产品、核心服务流程都 "DeepSeek化"了, 还要做到商业化提效。 现在是赢者通吃的一个时代,只有先行者,才能真正抓住这一轮大机会。 在这个情况下,创业黑马正式推出 中小企业级的 AI 实战营。 我们不但能给大家提供企业级的认知、方法论、资源 ,还会提供做企业级开发的供应商、人才 资源和投资资源。 3天2夜,带你用AI突破企业增长困局, 聚焦企业AI应用落地困惑, 运用"黑马AI增长画布, 助力企业用AI破局增长。 第一,在过去两年时间,我们黑马自己做了"天启政策大模型"。 目前, "天启政策大模型" 已成为工信部全国一张网七大板块中,找 ...
三部门印发《电子信息制造业数字化转型实施方案》,数据ETF(516000)获资金加仓
Sou Hu Cai Jing· 2025-05-29 01:40
截至2025年5月29日 09点30分,中证大数据产业指数上涨0.06%,成分股千方科技上涨1.74%,新点软件上涨0.76%,紫光股份上涨0.55%,拓维信息上涨 0.51%,中国软件上涨0.45%。数据ETF(516000)上涨0.34%,最新价报0.88元。拉长时间看,截至2025年5月28日,数据ETF近1年累计上涨31.98%,领 涨同类。 数据ETF(516000)及其联接基金(A类:020335;C类:020336;D类:023779)紧密跟踪中证大数据产业指数,成分股主要聚焦DeepSeek、AI算力、 鸿蒙产业链等热门概念板块,覆盖科大讯飞、中科曙光、浪潮信息、恒生电子等热门个股,为投资者把握算力领域投资机会。 流动性方面,数据ETF盘中换手3.04%,成交1264.11万元。拉长时间看,截至5月28日,数据ETF近1年日均成交1707.12万元。 份额方面,数据ETF最新份额达4.72亿份,创近1月新高。 资金流入方面,数据ETF最新资金净流入352.48万元。拉长时间看,近10个交易日内有6日资金净流入,合计"吸金"1986.37万元,日均净流入达198.64万 元。 消息面上,工信部、 ...
Cognex(CGNX) - 2025 FY - Earnings Call Transcript
2025-05-28 15:50
Financial Data and Key Metrics Changes - Cognex reported revenue exceeding $900 million with an adjusted EBITDA margin of 28% over the last ten years [5] - The company has invested around 15% of its revenue in research and development [5] Business Line Data and Key Metrics Changes - The logistics market, Cognex's largest, grew by 20% last year, indicating strong momentum [65] - The semiconductor market is the fastest-growing segment, despite some caution due to trade issues [65] - Consumer electronics are expected to see modest growth this year, while the automotive sector shrank by 14% last year [67] Market Data and Key Metrics Changes - The automotive industry remains challenging, with expectations of continued difficulties, although some recovery is anticipated [67] - The logistics market has recovered from post-COVID tightness in spending and overcapacity [65] Company Strategy and Development Direction - Cognex is focused on applying AI technology to factory automation and machine vision, aiming to lead in these areas [34] - The company is expanding its sales force to reach a broader customer base, targeting an estimated 300,000 potential customers [24] - Cognex is exploring potential acquisitions in adjacent markets, particularly in the sensor space [30] Management's Comments on Operating Environment and Future Outlook - Management noted that the shift from rules-based systems to AI has opened new opportunities for machine vision applications [13][14] - The company anticipates that automation will eventually return to the automotive sector, particularly in relation to electric vehicles [67][68] Other Important Information - Cognex has a strong company culture characterized by a "work hard, play hard" ethos, which is seen as a competitive advantage in attracting talent [9][56] - The company has over 1,000 patents in the machine vision area, which supports its innovation and market position [47] Q&A Session Summary Question: What are the key areas for future growth? - Management highlighted the importance of leading in AI technology, enhancing customer experience, and expanding the customer base as critical areas for future growth [34][35][36] Question: How does Cognex differentiate itself in the market? - Cognex leverages its extensive industry knowledge and experience to achieve high precision in machine vision applications, which is difficult for new entrants to replicate [44][45] Question: What is the outlook for the EV battery manufacturing market? - Management expressed optimism about the potential for growth in the EV battery manufacturing market, noting that Cognex's technology can significantly enhance production processes [78]