克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 谷歌Gemini 拿下了IMO金牌，而且是官方认证的那种 。 经过IMO官方裁判评分，Gemini新模型 答对了6道题中的5道 ，以35分的成绩斩获金牌。 斩获金牌的是Gemini的一个进阶版本，搭载了新的思考模式，后期会开放给Google AI Ultra订阅用户——也就月付1400元那种。 去年三天摘银，今年4.5小时夺金，DeepMind的数学成绩可以说是突飞猛进。 除了DeepMind CEO哈萨比斯、谷歌CEO劈柴哥给团队发来贺电，马斯克也发推表示了祝贺。 我们可以确认，谷歌DeepMind已达到人们梦寐以求的里程碑，获得了35分（满分42分）——堪称金牌。 他们的解决方案在很多方面都令人惊叹。IMO评分员认为这些解决方案清晰、精准，而且大多数都易于理解。 DeepMind这波可谓是被各界夹道祝贺，做得体面又周到。 但DeepMind被夸得越好，OpenAI就越发相形见绌，同样是AI参赛IMO，秘密搞事情也就算了，还为了营销跟人类青少年抢风头。 奥特曼治下的OpenAI，最近除了丢人就丢人了。 DeepMind官宣AI拿下IMO金牌 DeepM ...

当甲骨文的密码被AI算法重新破译，当青铜器的铭文在算力服务器上折射微光，黄河之畔的中原大地，正悄 然铺开一幅别样的人工智能新画卷。 这里，AI的战场不在喧嚣的概念竞技场，而在千年的文化沃土、轰鸣的工厂车间、希望的乡村田野。 郑州航空港区，超聚变生产线每3分钟下线一台算力服务器，落地3年即问鼎国内AI服务器龙头；安阳殷墟 旁，全球首个"AI+甲骨文"创新赛事正加速破译文明的"源代码"；兰考的麦田里，大模型3秒生成农事方案， 指引"知天而作"的新农耕…… 从破译甲骨到解码人体 ChatGPT、DeepSeek、人形机器人、自动驾驶……AI技术快速迭代的当下，河南有哪些自己的绝活？答案或 在于将AI的锋芒楔入最深厚的文化积淀与最迫切的民生需求之中。 7月的香港中央图书馆，一场"了不起的甲骨文"大展惊艳四方，既有甲骨探源、文字衍化，又有XR沉浸式电 影，观众戴上AI眼镜，瞬间穿越三千年，对话大邑商。 与此同时，在甲骨文的故乡安阳，全球首个"AI+甲骨文"创新赛事正如火如荼进行中。 "甲骨文研究离不开人工智能，AI算法在字形分析、缀合效率、文化创意等领域潜力巨大。"安阳师范学院甲 骨文信息处理教育部重点实验室主任刘永革 ...

Core Viewpoint - Meta Platforms is shifting its primary focus to artificial intelligence (AI) and has the potential to double investors' money by the end of 2030 through its various initiatives [1] Investment in AI - Meta Platforms is investing heavily in AI, with plans to build AI data centers at a projected cost of hundreds of billions of dollars [2] - The company has acquired Play AI, which specializes in generating human-like voices through AI, although financial details were not disclosed [2] Strategic Partnerships - Meta Platforms has deepened its partnership with EssilorLuxottica, investing approximately $3.5 billion to enhance collaboration on AI glasses [4] - The company is actively recruiting top AI talent from competitors, including OpenAI, to strengthen its capabilities [4] AI Hardware Vision - CEO Mark Zuckerberg predicts that AI glasses will dominate the industry within the next five to ten years, featuring capabilities such as voice control, photography, and video sharing [5] - Currently, revenue from AI glasses is minimal, but significant growth is expected in the next five years [6] Large Language Model (LLM) - Meta Platforms offers its large language model, Llama, for free to attract developers, which could enhance its market position and support various AI initiatives [7] - Llama powers several AI-related projects, including Meta AI, potentially leading to positive effects across the company's operations [7] Advertising Business Enhancement - AI initiatives are expected to improve Meta Platforms' advertising business by automating ad creation and launch processes, increasing demand and revenue [8] - With 3.43 billion daily active users, Meta's platforms remain attractive for advertisers [8] Engagement and Productivity - AI-powered recommendation algorithms have improved user engagement on Meta's apps, transforming the business and creating more lucrative opportunities [9] - Revenue and earnings could potentially double in the next five years, as the company nearly achieved this in the past half-decade [9] Future Outlook - With a strong focus on AI and multiple growth avenues, Meta Platforms is positioned to achieve significant financial returns, despite potential challenges [11] - The company now pays a dividend, and reinvesting dividends could lead to substantial returns by the end of 2030 [11]

Core Viewpoint - ASML is a dominant player in the lithography market, crucial for the production of modern electronics, and has shown significant long-term stock performance despite recent volatility [1][2][4]. Financial Performance - ASML's stock has increased over 600% in the last decade, outperforming the S&P 500's 200% return [2]. - In Q2 2025, ASML reported net sales of 7.7 billion euros and earnings per share (EPS) of 5.9 euros, both exceeding expectations [7]. - The company achieved net bookings of 5.5 billion euros in Q2, a 30% increase over analyst expectations of 4.2 billion euros [8]. Market Position and Demand - ASML's extreme ultraviolet (EUV) lithography machines are essential for semiconductor manufacturers, accounting for 48% of Q2 net system sales [6][7]. - The semiconductor industry is expected to see increased capital expenditures driven by trends in AI, driverless cars, and renewable energy [9]. Future Outlook - ASML projects revenue between 44 billion euros and 60 billion euros by 2030, with a midpoint estimate of 52 billion euros, indicating a 60% growth from current expectations of 32.5 billion euros [12]. - The company's price-to-earnings ratio (P/E) of 31 is below its 10-year average, suggesting potential for long-term investment [10]. Competitive Advantage - ASML maintains a strong market position with high profit margins and a robust balance sheet, making it less vulnerable to competition [13]. - The company is considered well ahead of competitors in the lithography market, which supports its business stability [13].

Market Overview - The S&P 500 has resumed its rally after a brief dip earlier this year due to tariff concerns, now trading at nearly 22 times its forward earnings, approaching its highest levels in the past 25 years [1] Company Highlights Alphabet - Alphabet is trading at around 19 times forward earnings, the lowest valuation among the "Magnificent Seven" tech stocks, which average over 27 times [4] - Concerns about AI's impact on its search business have held back Alphabet's valuation, but its search revenue increased by 10% in the first quarter to nearly $51 billion [4] - The company is benefiting from AI, with CEO Sundar Pichai noting strong growth in search driven by AI features, and the rollout of the Gemini 2.5 AI model [5] Realty Income - Realty Income, a leading REIT, has a diversified portfolio that generates stable rental income, with management projecting adjusted funds from operations (FFO) between $4.22 and $4.28 per share this year [6] - The stock is trading below $57, offering a valuation of less than 13.5 times forward earnings and a dividend yield exceeding 5.5% [7] - Despite rising interest rates, Realty Income continues to grow, making $1.4 billion in acquisitions in the first quarter and projecting $4 billion for portfolio expansion this year [8][9] Energy Transfer - Energy Transfer is one of the largest master limited partnerships (MLPs) in the U.S., with a diverse portfolio of energy infrastructure assets generating stable cash flow, 90% of which comes from fee-based structures [10] - The company currently trades at the second-lowest valuation in its peer group, offering a high distribution yield of 7.5% [11] - Energy Transfer is in a strong financial position with a low leverage ratio and distribution payout ratio, expecting growth from upcoming project completions in 2026 and 2027 [12] Investment Opportunities - Despite the overall market's rising valuations, Alphabet, Realty Income, and Energy Transfer are identified as compelling investment opportunities due to their low valuations and solid growth prospects [2][13]

Over the past two years, investors put their money into an industry set to become the next big thing in technology: artificial intelligence (AI). This billion-dollar market is set to reach into the trillions in a few years as it potentially changes the way business is done and how our daily lives are organized. All of this is great news for companies that get in early and play a key role, and investors, recognizing this, drove these stocks higher.But, earlier in the first half, many of these players lost th ...

The world of minimally invasive surgery and soft tissue today is almost divided between two approaches that are extremely different in their nature. Right. You have traditional laparoscopy which is entirely manual and human-based and then you have the fullfledged telerobotic approaches which dramatically change the practice the workflow.We believe that the future is robotic in the sense that there's going to be a continuum of solutions that enhance surgery and turn it into something that is robotic and digi ...

3.【346款生成式AI完成备案】7月21日发布的第56次《中国互联网络发展状况统计报告》显示，截 至3月，我国共有346款生成式人工智能服务在国家互联网信息办公室完成备案。我国人工智能产品 涌现引发全球关注，DeepSeek上线不足20天全球日活跃用户就突破3000万，登顶全球140个国家及 地区的应用市场，成为全球用户增速最快的生成式人工智能应用。 生成式人工智能技术不断向具体应 用场景纵深渗透。 截至6月，用户利用生成式人工智能产品回答问题的比例最高，达80.9%。（凤凰 网） 4.【火山引擎将推出全新数字人平台：取名"奇美拉"，或月底公测】火山引擎正在封测新一代数字人 平台，该平台取名为"奇美拉"。一位互联网公司研发人士表示，目前，奇美拉数字人平台的使用采用 定向邀请模式，在邀测阶段，服务暂不收费，月底或开始公测。（腾讯网） 1.【地瓜机器人宣布携手5家汽车产业Tier1，打造基于RDK S100系列的机器人控制器】7月21日， 地瓜机器人宣布将携手知行科技、立讯精密、晨讯科技、华勤技术、金脉电子，打造基于RDK S100 系列智能计算平台的机器人控制器，旨在为客户提供更加成熟可靠的软硬一体化智能机器 ...

5 Hacks To Quickly Boost Your Google Traffic With AI In 2025 https://t.co/Lv8sL8IYNN ...

据智通财经7月21日报道，业界消息称，SK海力士正在讨论扩大HBM3E 8层产品的生产规模，其出货量 预计将超出最初预期。 这得益于近期H20的出口管制解除，为此，SK海力士计划在今年第三季度前完成面向H20的HBM3E 8层 产品量产。考虑到可能出现的额外需求，该司正在评估扩大相关HBM生产规模所需的材料及零部件采 购方案。 1）HBM设备：精智达、华海清科、芯源微、拓荆科技、中微公司等； 2）材料：鼎龙股份、雅克科技、华海诚科、联瑞新材等。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 爱建证券指出，HBM作为大模型训练和推理负载下的关键存储器件，具备超高带宽（高达 819 GB/s）、极致能效比等性能优势，已经成为 AI 芯片架构的标配组件。 其表示，HBM 使用 3D 堆叠+高密度互联+热管理协同设计，其制造流程中所需关键设备：1）深硅刻蚀 （形成 TSV）需高纵深比、低缺陷率、低侧壁粗糙度的等离子体干法刻蚀设备；2)多层薄化工艺后清洗 去除杂余颗粒的硅片减薄与清洗设备；3）微凸点（μ-bump）制程依赖高分辨率涂胶显影、回流焊设 备；4）绑定与封装检测需要高精度热 ...