截至2025年12月25日 09:34，中证消费电子主题指数(931494)上涨0.15%，成分股圣邦股份(300661)上涨 4.23%，北京君正(300223)上涨3.86%，工业富联(601138)上涨2.96%，东山精密(002384)上涨2.38%，信 维通信(300136)上涨2.37%。消费电子ETF(561600)上涨0.16%， 冲击5连涨。最新价报1.22元。 消息面上，苹果计划于2026年发布首款智能眼镜Apple Glass，定位为智能穿戴配件，将搭载Apple Watch同款SiP芯片，主打极致轻量化与低功耗设计，支持电话、Siri语音指令、拍照及音乐播放等功 能，并可能集成健康监测功能，需连接iPhone以实现AI能力。与此同时，XREAL于12月18日发布搭载 全球首颗专为空间显示定制的X1空间计算芯片的AR眼镜XREAL 1S，具备系统级实时2D转3D功能和 500英寸随身巨幕体验，定价3299元并已开启发售。随着大厂加速布局，AI眼镜正成为继耳机、手表之 后的下一代智能终端增长极。 诚通证券指出，AI正从云端向终端加速渗透，推动智能手机高端化趋势持续深化，GenAI已成为高端 ...

| 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3920 | 0.07 | 2.22 | 2.49 | | 深证综指 | 2492 | -0.02 | 5.14 | 3.08 | | 风格指数 (％) | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 大盘指数 | 0.23 | 3.72 | 20.28 | | 中盘指数 | -0.1 | 6.55 | 28.78 | | 小盘指数 | -0.02 | 5.03 | 23.85 | | 涨幅居前 | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 行业(％) | | | | | 玻璃玻纤 | 3.14 | 13.79 | 52.44 | | 电池 | 2.43 | 2.74 | 56.23 | | 贵金属 | 2.2 | 14.11 | 36.42 | | 非金属材料 | 1.87 | 5.76 | 19.31 ...

Target Corp. is hitting the style accelerator. The mass merchant, which has been jolted to life after a period of stagnation, has rejiggered to get its private-label fashions to move at something like the speed of social media. More from WWD The need is clear. Target said that 85 percent of Gen Z and Millennial shoppers expect to purchase a trending product within 24 hours of first seeing it on social. That’s a quick turn — and while Target’s not there yet, it’s getting closer. “We’ve spent decades bu ...

Core Insights - American International Group (AIG), Amwins, and Blackstone are forming a new Lloyd's syndicate, Syndicate 2479, which will begin underwriting on January 1, 2026, with an initial premium volume of $300 million [1] - The syndicate will leverage Amwins' delegated authority premiums, which amount to approximately $6 billion [1] Group 1: Partnership and Strategic Goals - Amwins CEO Scott Purviance expressed enthusiasm for the partnership, highlighting the alignment of capital investment with their underwriting portfolio and the potential for creating new programs and sustainable capacity [2] - AIG's underwriting expertise and GenAI capabilities were instrumental in establishing the new syndicate [2] - AIG plans to utilize Palantir's Foundry platform to enhance its risk assessment and underwriting processes, allowing for detailed comparisons between Amwins' portfolio and the syndicate's risk appetite [3] Group 2: Technological Integration - AIG intends to expand its use of Palantir's Foundry platform and large language models (LLMs) to analyze over four million industry data points for improved underwriting processes [3] - The partnership aims to innovate technical modeling and leverage GenAI for portfolio underwriting, enhancing risk evaluation through advanced data analytics [4][5] Group 3: Investment Plans - AIG is also planning to acquire a 35% stake in Convex Group for approximately $2.1 billion and a 9.9% stake in Onex Corporation for about $646 million, further diversifying its investment strategy [6]

BREAKING: Grok had the highest rate of new users in November, leading all major GenAI tools in new user growth.https://t.co/bk5ceZg8xY ...

Sovereign AI is about fueling local innovation. With homegrown and trusted intelligence, and that intelligence is rooted In your own data, in your own values, your own culture, and your own priorities. Orange started the GenAI adoption journey very early on.Just ten months after ChatGPT came out, we launched our internal platform Called Live Intelligence that enables our employees to use GenAI and agentic AI in a highly compliant environment. Fast forward to today, we have 80,000 Orange employees using GenA ...

（原标题：AI医疗热度上升，港股通医疗ETF、恒生医疗ETF涨超2%） 港股通医疗ETF跟踪港股通医疗主题指数，覆盖医疗板块三大细分领域，持仓CXO权重超30%，AI医疗 权重超20%，为市场投资CXO及AI医疗概念提供了便捷工具。 fund 恒生医药ETF聚焦创新药研发、生物科技，持仓阿里健康、微创机器人、荣昌生物、翰森制药、乐普生 物等公司。 对于医疗板块，招商证券指出，回顾二级市场，2025年真正走出持续行情的Healthtech标的仍然有限， 整体表现阶段性滞后于一级市场的高景气度。这种分化并非异常，而是新一轮技术范式演进中的典型特 征：GenAI正沿着以往科技浪潮的路径推进——由底层算力与模型等基础设施起步，逐步向平台层与垂 直应用层扩展。在这一阶段，AI在医疗行业中的渗透与效率释放仍处于价值创造的形成期，技术成熟 度、商业模式可复制性以及医疗体系内部的组织适配，均需要时间逐步兑现。因此，AI对医疗行业的 重塑将是渐进而长期的过程，当前阶段更应把握结构性机会，而非单一主题驱动的交易机会。我们认 为，具备稳定业绩基础、深度嵌入行业核心工作流、同时拥有AI长期可选性的公司，更有望率先实现 价值重估。以V ...

NEW YORK--(BUSINESS WIRE)--American International Group, Inc. (NYSE: AIG) in collaboration with Amwins, a global distributor of specialty insurance products and services, and funds managed by Blackstone, the world's largest alternative asset manager, today announced they will be forming a new Lloyd's syndicate, Syndicate 2479, a novel structure involving a specialty distributor, insurer and Lloyd's syndicate backed with third-party capital. On January 1, 2026, Syndicate 2479 will commence underwriting $300 ...

Core Insights - CI&T and Ford successfully expanded the Wings platform across South America, reducing the delivery timeline by two months through the integration of artificial intelligence [1][4] - The project involved adapting the Wings platform to comply with tax regulations in nine warehouses and upskilling teams on a legacy system with over 550,000 lines of code [2] - CI&T structured three dedicated teams for development and continuous support, ensuring operational stability during the implementation of new functionalities [2] Technology and Innovation - The collaboration utilized CI&T FLOW, an AI management system, alongside Ford's proprietary LLM, to enhance insights and adapt the platform with agility and accuracy [4] - Over 4,800 minutes of meetings were analyzed, and 50,000 lines of transcripts were processed, facilitating faster knowledge transfer and clearer decision-making [4] Business Impact - CI&T's approach combined business immersion with advanced technology and AI, significantly transforming Ford's logistics operations and improving efficiency across the region [5] - The company has a 30-year track record of assisting clients in navigating change, with expertise in AI, strategy, customer experience, software development, and more [6]

Core Viewpoint - The analyst maintains a positive outlook on Elastic (ESTC), believing that the adoption of Generative AI (GenAI) and the transition to cloud services will drive growth reacceleration [1] Company Analysis - Elastic is expected to benefit from the ongoing adoption of GenAI technologies, which could enhance its market position and growth potential [1] - The transition to cloud services is seen as a key factor that will help Elastic reaccelerate its growth trajectory [1] Investment Strategy - The investment approach focuses on identifying undervalued companies with long-term growth potential, emphasizing the importance of buying quality companies at a discount to their intrinsic value [1]