以下文章来源于AI产业链研究 ，作者研究 AI产业链研究 . AI产业链研究 从这种组织架构的设置来看，大模型研发部门，即TEG，与其他产品部门的关系更像是扮演一种对外 服务的角色。管理层也充分授权各产品相关事业部自主选择接入何种模型。从这个角度出发，今年腾讯 宣布接入DeepSeek亦是水到渠成之事。 当然，市场普遍认为，腾讯在产品打造方面颇具实力，但自研大模型的能力相对不足。这固然是事实， 然而，允许各产品线自由选择使用自研或第三方模型，也有助于倒逼TEG提升其模型能力，从而形成良 性循环。 去年11月，腾讯副总裁张孝超从WXG基础产品部调任至PCG后，QQ浏览器展开了一系列重大动作，包 括今年5月正式推出的Qbot，在市场上引起了广泛关注。 我们可以期待各事业群在利用AI改造现有产品或推出新产品方面将有大动作。尽管在未来一段时间 内，腾讯的自研大模型可能仍会落后于阿里和字节，但在AI商业化领域，腾讯无疑拥有其独特的优 势。 腾讯今晚将发布第二季度财报。多家券商发布的业绩前瞻报告显示，分析师普遍预计AI将成为业绩的 重要驱动力，并可能成为此次财报发布的焦点。 这篇文章将从组织架构的角度探讨腾讯的AI发展策 ...

Key Takeaways Microsoft's Q4 FY25 beat estimates across all metrics, underscoring AI and cloud leadership.Azure grew 34% to $75B annual revenue, expanding to 400+ datacenters in 70 global regions.Azure holds 20 to 24% global market share despite facing stiff competition in AI cloud computing space.Microsoft Corp. (MSFT) has been capitalizing on artificial intelligence (AI) business momentum and Copilot adoption alongside accelerating Azure cloud infrastructure expansion. Strong Office 365 Commercial demand ...

#AI已升级到 200 月费套餐，不得不服。 https://t.co/XV6MAHCkEk𝘁𝗮𝗿𝗲𝘀𝗸𝘆 (@taresky):#AI卧槽 Claude Code 真的比 Cursor 又强了一大截。感觉代码入门可以停止了，不妨等明年再学，直接送新手直升 60 级礼包。 https://t.co/YJQoa9Qq9r ...

I am rating Hewlett Packard Enterprise Company (NYSE: HPE ) for a couple of reasons. Just to give a bit of context, last month, I covered a couple of companies that are majorly ' AI players.' Some of the companies I covered were DellKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the ...

OR YEHUDA, Israel, Aug. 13, 2025 (GLOBE NEWSWIRE) -- Magic Software Enterprises Ltd. (NASDAQ and TASE: MGIC) (“the Company”), a global provider of IT consulting services and end-to-end integration and application development platforms solutions, announced today its financial results for the second quarter and first half ended June 30, 2025. Summary Results for the Second Quarter 2025 (USD in millions, except per share data) GAAP Non-GAAP <td colspan="3" style="border-right: solid black 1pt ; ...

Uh the commerce department still working out the legal details of President Trump's plan to charge 15% export uh taxes. Basically that's what it is on Nvidia and AMD for sending certain semiconductors to China. The White House says similar arrangements could be applied to other companies in the future.It's interesting the semiconductor ETF SMH is at a record high though up nearly 25% year to date. And joining us now with more on what's driving the sector, Wolf Research senior analyst Chris Casso. Did when w ...

Almost every public market company could immediately improve their business by using AI to automate parts of their company and adding bitcoin to their balance sheet.Call it the “Digital Upgrade” ...

ROCHESTER, NEW YORK, Aug. 13, 2025 (GLOBE NEWSWIRE) -- Syntec Optics Holdings, Inc. (Nasdaq: OPTX) (“Syntec Optics” or the “Company”), a leading provider of technology products to defense, biomedical, communications, and consumer industry leaders, today highlighted its critical role in enabling the next generation of advanced hyperspectral imaging (HSI) technology. The company manufactures the core elements that power state-of-the-art HSI systems used in defense markets. Hyperspectral imaging is a powerful ...

San Diego, CA, Aug. 13, 2025 (GLOBE NEWSWIRE) -- HUMBL, Inc. (OTC: HMBL) is proud to announce that it will begin selling the CortexPC – a proprietary line of AI-native computers. The CortexPC will be powered by the MultiCortex operating system, a revolutionary platform designed for next-generation personal and enterprise computing, with a full focus on privacy and high performance. This launch delivers computers with an AI-native operating system and heterogeneous computing capabilities. The solution addres ...

Artificial intelligence (AI) is fueling dramatic shifts in energy and transportation. However, those shifts will require power from battery technology. GrandView Research projects that the global battery market will be valued at $329.84 billion by 2030. That’s a compound annual growth rate (CAGR) of 16.4% from 2025 through 2030. Electric vehicle (EV) technology remains front and center. However, investors will also find the need for innovative battery solutions in industrial, aerospace, and other industries ...