Group 1 - Freeport-McMoRan (FCX) stock has been trading in a range of $30-$50 for most of the past 4 years, with occasional fluctuations above and below this range [1] - The article emphasizes the importance of constructing a well-diversified portfolio, suggesting a core foundation of a high-quality low-cost S&P 500 fund [1] - For investors willing to accept short-term risks, an overweight position in the technology sector is recommended, as it is believed to be in the early stages of a long-term secular bull market [1] Group 2 - The article suggests considering large oil and gas companies for dividend income, highlighting their strong dividend growth potential [1] - A top-down capital allocation approach is recommended, tailored to individual investor situations, including factors such as age, risk tolerance, and financial goals [1]

Core Insights - The recent share price corrections and valuation compression of Fair Isaac Corporation (NYSE: FICO) are driven more by sentiment shifts rather than financials or fundamentals [1] Financial Analysis - The focus on Fair Isaac Corporation's financials and fundamentals is not the primary driver of its recent stock performance [1] Market Trends - There has been a notable sentiment shift affecting the valuation of Fair Isaac Corporation, indicating broader market trends influencing investor behavior [1]

新华财经上海7月28日电（记者杜康）世界人工智能大会（WAIC）期间，通用人工智能科技公司稀宇 极智（MiniMax）携首款全栈通用智能体——MiniMax Agent亮相，探索AI Agent的企业级应用与场景落 地。 据介绍，这款通用Agent已成为MiniMax公司内部"超级员工"，能够输出分析报告、代码文件、网页小 游戏、演讲PPT等多种交付形式，尤其是在网页开发、深度调研等垂直领域，能力发挥出色。 区别于市面上其他Agent产品，MiniMax Agent不仅有前端能力，还支持后端托管、支付功能、定时任 务、长链接维持等复杂能力，对于企业内部实时数据、下单支付、LLM（大语言模型）调用等实用需 求更加适配。MiniMax展台负责人表示，自上线一个多月以来，MiniMax Agent已发布了12次功能更 新，在技术架构上进行了多项创新，包括分层协作的Agent框架、长程记忆与反思机制以及混合模型策 略等。 行业应用之外，MiniMax相关负责人介绍，已经有开发者用这款Agent成功开发了两款网页游戏，从概 念到成品只需要简单的对话交互。"这种'Vibe Coding（氛围编程）'范式为个人开发者和小团 ...

Hong Kong-based credit manager Flow Capital Partners has launched a new fund with a broader Asia focus, people familiar with the matter said https://t.co/ItwO99SSgX ...

Build production-grade LLM web apps in minutes (open-source)!While data scientists and machine learning engineers are fond of using Jupyter to explore data & build models......an interactive app is better for those who don’t care about the code and are interested in results.Taipy is an open-source Python AI & data web application builder.Thus, there's no need to learn JavaScript, CSS, or HTML.You can think of Taipy as a more robust version of Streamlit, which is capable of building:- prototypes (like Stream ...

Bloomberg reports that Trump Media & Technology Group (TMTG) has invested $300 million in a Bitcoin-linked options strategy, potentially aiming to capitalize on BTC price swings. The company currently holds around $2 billion in crypto assets, making it one of the few publicly traded firms involved in such leveraged exposure.https://t.co/gSPA9fcvQr ...

2025.07. 28 本文字数：1892，阅读时长大约3分钟 围绕时下最热门的AI Agent，启明创投预测，未来一到两年，Agent形态将从"工具辅助"走向"任务承 接"，首批真正意义上的"AI员工"将进入企业，广泛参与客户服务、销售、运营、研发等核心流程，不 再仅作为助手存在，而是具备协同作业、主动反馈、承担OKR等能力，推动从成本工具向价值创造转 变。 作者 | 第一财经 刘晓洁 2025年上半年，AI初创企业吸纳了全球53%的风险投资资金，也就是说，在诸多投资细分领域里，AI 一个领域就占了全球一半的投资。这是7月28日上午在WAIC期间的启明创投·创业与投资论坛上，启明 创投主管合伙人周志峰公布的数字。 AGI产业又到了一个特别的产业发展的时间点。一方面技术还在往上快速增长，没有看到明显的天花 板。同时，由于技术的性能、成本等诸多方面变得更加可用，能够看到大规模的应用已开始落地。 从投资人角度，周志峰认为，做AI投资依然是累的，因为这是最热门的行业。还有越来越多的投资人用 真金白银投票，投入到AI基础模型公司中，这意味着，大模型依然在高速增长。 2024年启明创投发布了AI十大展望，包括Multi ...

企业数据看板：将Excel数据转化为可视化dashboard，支持企业内数据看板定制、复杂数据分析、 CRM/SaaS小工具生成等场景。 日前，世界人工智能大会（WAIC）在上海盛大开幕。全球领先的通用人工智能科技公司稀宇极智 （MiniMax）携首款全栈通用智能体——MiniMax Agent重磅亮相，展示了从"解放大脑"到"解放手 脚"的AI生产力革命，为AI Agent赛道带来了企业级应用与场景落地的全新探索。 MiniMax也向记者介绍，自上线一个多月以来，MiniMax Agent已发布了12次功能更新，展现了快速迭 代优化的能力。这款Agent在技术架构上进行了多项创新：分层协作的Agent框架、长程记忆与反思机制 以及混合模型策略等，确保了每一个环节都能达到最优的输出质量。其强大能力在众多真实应用案例中 得到了验证。在WAIC展会期间，展示了多个令人惊叹的应用成果： 演唱会选座系统：30分钟开发完成，实现实时锁座功能，支持用户注册、邮箱验证、登录、锁座后 Stripe支付下单，完全可用于商业环境。 投资者实时看板：为投资者定制的全球50只科技股票实时跟踪系统，显示最新价格和行业新闻，每天 07: ...

Group 1 - The core viewpoint of the news highlights the performance of the Sci-Tech Innovation AI ETF (科创AIETF), which has shown significant growth and liquidity in recent weeks, with a net inflow of 2.60 billion yuan and a total scale reaching 52.64 billion yuan, marking a new high since its inception [4][5][6] - The Sci-Tech Innovation AI ETF has achieved a 6-month net value increase of 11.38%, ranking first among comparable funds, and has a historical holding period profitability probability of 100% [5][6] - The top ten weighted stocks in the Sci-Tech Innovation AI Index account for 68.03% of the index, indicating a concentrated investment in key players within the AI sector [6][7] Group 2 - Domestic AI agents are rapidly emerging, driving the development of AI programming platforms, with companies like ByteDance, Tencent, and Alibaba launching various platforms tailored to different development needs [4] - The trading volume of the Sci-Tech Innovation AI ETF has been robust, with an average daily transaction of 3.34 billion yuan over the past week, ranking first among comparable funds [4] - The management fee for the Sci-Tech Innovation AI ETF is relatively low at 0.50%, which may attract more investors looking for cost-effective investment options [5]

投资人仍在用真金白银投入到AI基础模型公司中，大模型依然在高速增长。 在此次大会上，启明创投也更新发布了2025年AI的十大展望，预测接下来12至24个月AI行业即将产生的一些趋势，包括多模态、AI Agent、AI应用、具身智 能等方面。 启明创投认为，未来一到两年，200万Token的上下文窗口将成为顶级AI模型的标配。围绕更大上下文窗口展开的更精细、更智能的上下文工程，会成为推 动AI模型及应用发展的核心驱动力之一。"从供给侧技术来看，包括新的注意力机制等模型架构的创新，做较长的上下文窗口变得越来越可能了。"周志峰补 充。 2025年上半年，AI初创企业吸纳了全球53%的风险投资资金，也就是说，在诸多投资细分领域里，AI一个领域就占了全球一半的投资。这是7月28日上午在 WAIC期间的启明创投·创业与投资论坛上，启明创投主管合伙人周志峰公布的数字。 AGI产业又到了一个特别的产业发展的时间点。一方面技术还在往上快速增长，没有看到明显的天花板。同时，由于技术的性能、成本等诸多方面变得更加 可用，能够看到大规模的应用已开始落地。 从投资人角度，周志峰认为，做AI投资依然是累的，因为这是最热门的行业。还有越来 ...