Group 1 - The China Securities Big Data Industry Index decreased by 0.27% as of May 16, 2025, with mixed performance among constituent stocks [1] - Shengshi Technology rose by 1.33%, while Taxfriend Co. led the decline with a drop of 2.92% [1] - The Data ETF (516000) fell by 0.33%, with the latest price at 0.91 yuan, but has accumulated a 1.44% increase year-to-date, outperforming its peers [1] Group 2 - The Data ETF had a turnover rate of 1.7% during the trading session, with a transaction volume of 7.0758 million yuan [1] - The latest share count for the Data ETF reached 457 million, marking a one-month high [1] - Morgan Stanley's report indicated that Alibaba's cloud business growth remains solid despite a slight miss on revenue expectations, with a growth rate of 18% compared to the market's high expectations of 20% [1] Group 3 - The Data ETF and its linked funds closely track the China Securities Big Data Industry Index, focusing on popular sectors such as DeepSeek, AI computing power, and the Hongmeng industrial chain [2] - Key stocks covered include iFlytek, Inspur Information, and Hang Seng Electronics [2]

Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to improve significantly over the next year [1] - The investment strategy emphasizes technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] - Michael has over 10 years of experience analyzing companies in tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2] Group 2 - The Investing Group Deep Value Returns, led by Michael, offers insights through a concentrated portfolio of value stocks, timely updates on stock picks, and a weekly webinar for live advice [3] - The group provides "hand-holding" support for both new and experienced investors, fostering an active and vibrant community accessible via chat [3] - Seeking FCF is associated with Michael Wiggins De Oliveira, indicating a collaborative approach in investment strategies [3]

腾讯控股 20250515 摘要 • 腾讯 2025 年第一季度收入增长 11%，利润增长 19%，超出市场预期， 主要得益于游戏和广告业务的强劲表现。国内游戏收入增长 24%，海外游 戏收入增长 23%（按固定汇率计算为 28%），创八个季度新高，广告业 务同比增长 20%，高于市场预期的 18-19%。 • 游戏业务方面，《王者荣耀》、《穿越火线》等手游表现亮眼，《西游 记》四月份日活跃用户峰值达到 1,200 万，为近三年新游最高。海外游戏 如《荒野乱斗》也推动流水增长。尽管去年同期有《DNF》上线导致基数 较高，但递延收入仍保持旺盛，预计二季度游戏业务将继续保持良好表现。 • 广告业务增长主要受益于视频号广告加载率提升和 AI 技术应用。视频号广 告增速超过 60%，远超行业平均水平，但加载率仍有提升空间，目前约为 3%-4%，低于抖音、快手等平台。通过提高广告加载率和点击率 （CTR），有望进一步推动广告营收增长。 • AI 技术对腾讯业务产生显著影响，在广告领域，通过 AI 提高曝光度和转化 性能，提升视频号等平台观影时间及精准推荐能力，从而提高 CTR 并促进 广告营收。在游戏领域，AI 智能体 ...

Financial Highlights - TMC secured a $37 million Registered Direct Offering (RDO) to fund operations beyond potential commercial recovery permit issuance[5, 6] - TMC's liquidity, including cash and borrowing capacity, was $44 million as of March 31, 2025, and $81 million pro forma for the RDO[101] - In Q1 2025, Exploration and evaluation expenses were $9.5 million, compared to $18.1 million in Q1 2024[108] - Net loss for Q1 2025 was $20.6 million, a decrease from $25.2 million in Q1 2024[108] Regulatory and Operational Updates - TMC USA filed the world's first commercial recovery permit application and two exploration license applications under existing U S seabed mining code[10] - NOAA is reviewing TMC USA applications under the Deep Seabed Hard Mineral Resources Act (DSHMRA)[14] - President Trump's Executive Order of April 24, 2025, supports America's leadership in the offshore minerals industry and directs expedited permitting under DSHMRA[19] Resource and Environmental Considerations - TMC USA's application area contains 1635 billion wet tonnes of nodule resource, including 155 Mt of Nickel, 128 Mt of Copper, 20 Mt of Cobalt and 345 Mt of Manganese[14] - The company's Environmental Impact Statement (EIS) addresses six primary concerns, with encouraging results on seafloor plumes, midwater plumes, noise, biodiversity loss, carbon disturbance, and habitat destruction[83, 84, 85, 87, 92, 93] - Nodule collection in the CCZ could change the habitat of 018% of the seafloor at most, with life returning to the test area after one year[93] Strategic Positioning - Polymetallic nodules contain four critical metals, with contained value percentages of 28% Nickel, 11% Copper, 43% Manganese, and 18% Cobalt[36] - Access to a billion tonnes of nodules could supply 456 years of U S Manganese consumption, 165 years of Cobalt, 81 years of Nickel, and 4 years of Copper[49, 50]

Core Viewpoint - The research team from Xi'an University of Technology has developed a new paradigm for intelligent simulation scenarios based on DeepSeek, which significantly enhances military simulation capabilities through AI-driven automation [1] Group 1: Technological Advancements - The AI can reconstruct 10,000 possible scenarios in 48 seconds, compared to the traditional 48 hours required by commanders, marking a revolutionary shift in military simulation [1] - The research has led to the development of a new generation intelligent simulation system based on AFSIM, indicating a transition from "data-driven" to "cognitive enhancement" in military simulations [1] Group 2: System Capabilities - The team has successfully built an intelligent simulation system adaptable to dynamic battlefields, achieving a full-link capability upgrade from tactical planning to real-time decision-making [1] - Future efforts will focus on enhancing adaptive RAG driven by reinforcement learning and trustworthy augmentation in human-in-the-loop systems, aiming to create a closed-loop learning system that integrates human experience, machine reasoning, and battlefield validation [1]

NEW YORK, May 14, 2025 (GLOBE NEWSWIRE) -- TMC the metals company Inc. (Nasdaq: TMC) (“TMC” or “the Company”), a leading explorer of the world’s largest undeveloped resource of critical metals essential to energy, defense, manufacturing, and infrastructure, today provided a corporate update and first quarter results for the period ending March 31, 2025. Q1 2025 Financial Highlights Total liquidity of approximately $43.8 million at March 31, 2025, including cash of $2.3 million ERAS/Barron facility increased ...

Transocean Ltd. (RIG) has officially commenced operations for British energy major BP p.l.c. (BP) in the Gulf of America (formerly the U.S. Gulf of Mexico). This milestone marks the beginning of a significant ultra-deepwater drilling project to further tap into the region’s hydrocarbon potential.During the first quarter of 2025, Transocean, currently carrying a Zacks Rank #3 (Hold), reported total adjusted revenues of $906 million, which increased 18.7% from the prior-year figure of $763 million. The improv ...

10 May 2025 | 5:55AM HKT China Semis: Maxio (688449.SS): Local memory controller IC, expanding to PCIe 5.0 solution and enterprise market We talked to Maxio (688449.SS, Not Covered) management recently. Maxio is a local memory controller IC supplier, expanding from consumer electronics to enterprise market. Overall, management is positive on company's product migration from PCIe 4.0 to PCIe 5.0 memory controller IC, and expects revenue contribution to start from this year, capturing opportunities from risin ...

Core Insights - Nexalin Technology, Inc. has reconstituted its Scientific Advisory Board (SAB) to enhance its focus on Alzheimer's disease, reflecting a strategic prioritization within its clinical development pipeline [1][3] - The newly appointed members of the SAB include Dr. Mingxiong Huang, Dr. David Owens, and Dr. Abe Scheer, who bring extensive expertise in neurology and neuroimaging [2][3] - The company plans to initiate new Alzheimer's-focused clinical studies in Q3 2025, incorporating cognitive testing and imaging biomarkers to assess treatment efficacy [11][12] Company Developments - The restructuring of the SAB aims to provide scientific and clinical oversight for Nexalin's initiatives in neurodegenerative and neuropsychiatric disorders [2][3] - Nexalin's proprietary Deep Intracranial Frequency Stimulation (DIFS™) technology is designed to penetrate deep brain structures associated with cognitive decline and mental illness [3][12] - The company emphasizes the potential of DIFS™ to promote neuroplasticity and functional recovery, particularly in memory and executive function areas [3][12] Advisory Board Expertise - Dr. Mingxiong Huang specializes in magnetoencephalography (MEG) and neuroimaging, with over 25 years of experience in advanced imaging techniques for neurological disorders [4][5] - Dr. Abe Scheer has over four decades of experience in neurology and psychiatry, and has previously served on Nexalin's SAB [6][7] - Dr. David Owens, the Chief Medical Officer, is a board-certified neuroradiologist with expertise in advanced imaging techniques and clinical research on transcranial stimulation therapies [8][10] Future Directions - The SAB will guide the scientific direction and clinical strategy for Nexalin's Alzheimer's initiatives, ensuring adherence to regulatory standards and scientific rigor [11][12] - The company aims to leverage the combined expertise of the SAB members to advance its technology through clinical trials addressing Alzheimer's disease [3][11]