证券代码：600039 证券简称：四川路桥 公告编号：2025- 075 四川路桥建设集团股份有限公司 2025 年第二季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 四川路桥建设集团股份有限公司（以下简称公司）根据《上海证券交易所 上市公司行业信息披露指引第八号——建筑》的相关规定，现将 2025 年第二季 度主要经营数据（未经审计）公告如下： | 序号 | 分行 | 第二季度 中标项目 | 第二季度 中标项目 金额 | 本年累计 中标项目 | 本年累计 中标项目 合计金额 | 上年同期 累计中标 项目合计 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 业 | 数量 （个） | （万元人 民币） | 数量 （个） | （万元人 民币） | 金额 （万元人 | 同比增减 | | | | | | | | 民币） | | | 1 | 基建 | 65 | 3,128,390 | 100 | 6,173,954 | 4,904,606 | +2 ...

AlphaGPT本地化部署采用"数据不出域"原则，所有过程均可在内网完成，敏感信息无需经过外部网络 传输，在物理层面尽可能规避信息泄露风险。不仅如此，针对律所、企业等应用场景的多层级管理需 求，AlphaGPT也支持按角色(合伙人/律师/助理)、按场景(案件研判/合同审查)、按数据类型(机密信息/ 一般信息)设置差异化访问权限，根据实际情况限制非项目成员访问核心数据，同时保留必要的流程协 作通道，做到精细化权限管控，实现"最小必要"原则。 值得一提的是，有别于云端的"一刀切"服务，AlphaGPT本地部署允许机构根据自身业务特性进行优化 整合。例如针对中小型律所、企业，只需通过网页端即可调动AlphaGPT各项功能；针对跨境贸易场 景，可让AlphaGPT根据目标司法管辖区的法律差异，自动优化合同条款，规避潜在风险等等。 显而易见，AlphaGPT在"数据不出域"方面的种种举措，不仅是对用户数据主权和数据安全焦虑的回 应，更是对法律服务专业化、高端化发展的有力诠释。 在数字化转型的浪潮中，法律行业正经历一场深刻变革。当人工智能技术逐步应用至合同审查、案件审 理等核心法律服务场景时，数据安全与隐私保护的底线思维 ...

来源： Sequoia Capital Inference Z Highlights: 10. 根据交付价值定价并货币化 • 超越基于席位或原始使用量的定价。将定价与您的 AI 实现的具体业务成果相结合，无论是工作流程完成度、可衡量的节省还是战略影响。这种方法能够 更好地体现您创造的真正价值。 ￮ Amit Bendov/Gong （第 46 集）：价格基于交付的价值，而不是席位。 ￮ Manny Medina/Paid （第 39 集）：制定策略来提高定价成熟度曲线，使定价与客户价值保持一致。 ￮ Clay Bevor/Sierra （第 11 集）和 Bret Taylor/Sierra （第 43 集）：将定价模型与客户价值和购买流程相结合。 ￮ Joe Spisak/Meta ， Llama （第 7 集）：价值从模型开发转向应用和定制。 9. 开发可靠性和规模化的强大基础设施 • 任务关键型 AI 需要企业级基础架构 —— 状态管理、可观察性、安全性和可扩展性。将可靠性视为一流的工程问题，并进行全面的测试、监控和系统性错 误处理。 ￮ Sridhar Ramaswamy/Snowflake （第 1 ...

Group 1 - Hull Tactical US ETF (BATS: HTUS) is an actively managed ETF launched on June 24, 2015, aimed at long-term capital appreciation [1] - HTUS has a 12-month dividend yield of 16.83% and a 30-day SEC yield of 0.78% [1] - The investing group led by Fred Piard focuses on quality dividend stocks and companies at the forefront of tech innovation, providing various market risk indicators and investment strategies [1] Group 2 - Fred Piard, PhD, has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1]

| 基金管理人名称 | 泓德基金管理有限公司 | | --- | --- | | 公告依据 | 《公开募集证券投资基金信息披露管理办 | | | 法》 《证券基金经营机构董事、监事、高 | | | 级管理人员及从业人员监督管理办法》等 | | 高管变更类型 | 新任基金管理公司督察长、离任基金管理公 | | | 司督察长、离任基金管理公司副总经理 | | 新任高级管理人员职务 | 督察长 | | --- | --- | | 新任高级管理人员姓名 | 李妍 | | 是否经中国证监会核准取得高管任职 | | | 资格 | | | 中国证监会核准高管任职资格的日期 | - | | 任职日期 | 2025-07-12 | | 过往从业经历 | 李娇女士,山东大学经济学硕士学位。2015 | | | 年3月加入泓德基金管理有限公司,曾任本公 | | | 司副总经理,阳光资产管理股份有限公司财务 | | | 岗,阳光保险集团股份有限公司原资产管理中 | | | 心资金管理岗。 | | 取得的相关从业资格 | 基金从业资格 | | 国籍 | 中国 | | 学历、学位 | 硕士研究生、硕士 | 近日，泓德基金发布高级管理人员 ...

Core Points - Artivion, Inc. experienced a data breach on or about November 20, 2024, involving unauthorized access to its network [3] - The breach potentially compromised sensitive personal data, including names, Social Security Numbers, driver's license numbers, and direct deposit details [3] - Edelson Lechtzin LLP is investigating the incident and considering a class action lawsuit for affected individuals [4] Company Overview - Artivion, Inc. is a global medical device company based in Kennesaw, Georgia, founded in 1984 and previously known as CryoLife [2] - The company specializes in manufacturing, processing, and distributing medical devices and implantable tissues for cardiac and vascular procedures [2]

Investment Rating - The report upgrades Sumitomo Electric Industries (SEI) to Buy from Neutral and Furukawa Electric to Neutral from Sell [1] Core Insights - The industrial electronics sector is experiencing increased demand for optical products driven by generative AI and data centers, leading to significant capacity expansion investments [2] - The report highlights the shift towards medium-distance data center interconnections (DCI) due to land and power constraints, creating additional demand for optical fiber products [17] - SEI is expected to see a substantial increase in profit contribution from its infocommunications business, which is projected to grow from 6% of total profits in FY3/25 to approximately 20% by FY3/28 [41][43] Summary by Sections Industry Trends - Demand for optical products is significantly exceeding supply, prompting companies to invest in capacity expansion [2] - The emergence of projects like Stargate and increasing domestic data center demand from a national security perspective are expected to sustain high levels of investment in data center construction [2] Company Performance - SEI's operating profit estimates for FY3/26 to FY3/28 have been raised by 11%/11%/12% due to increased demand for optical products [51] - Furukawa Electric is also expected to benefit from marginal profit growth due to rising demand [1] Financial Estimates - The report provides updated sales and operating profit estimates for key companies in the sector, indicating a general upward trend in financial performance [11] - For SEI, the new target price is set at ¥4,300, reflecting a significant increase from the previous target of ¥2,800 [54][55] Technological Developments - The report discusses advancements in optical device technology, particularly the shift towards higher communication speeds and the potential for co-packaged optics (CPO) to become a key area of growth [22][23] - SEI has been selected as a technology partner by NVIDIA, indicating its strong position in the optical devices market [50]

Investment Rating - Caterpillar Inc. (CAT) and Cummins Inc. (CMI) are both rated as "Buy" with price targets of $418 and $431 respectively [6][7][14]. Core Insights - The report indicates a positive outlook on the sustainability of data center demand, projecting that CAT and CMI will deliver approximately 6-7 GW of backup generator supply this year, against an incremental data center computing capacity of around 13 GW [3]. - CAT is expected to benefit from turbine prime power sales, with CAT Titan 130 turbines specified in regulatory filings for various projects, potentially generating revenue of approximately $250-300 million based on 15 turbines [3]. - CMI is investing $150 million to expand its machining capacity, while CAT is investing over $700 million to upgrade its facilities, indicating high ROI potential for both companies [3]. Summary by Sections Data Center Demand and Supply - CAT and CMI are projected to supply around 6-7 GW of backup power, with data centers historically seeking to back up over 100% of their power needs [3]. - The estimated backup power requirements for 2025 range from 6.6 GW (50% coverage) to 15 GW (115% coverage) based on 13 GW of net data center additions [3]. Company Investments - CMI's investment of $150 million focuses on expanding machining capacity, while CAT's investment of over $700 million includes productivity improvements and facility upgrades [3]. - The report highlights CAT's emerging opportunity in turbine sales, with specific projects already incorporating CAT turbines [3]. Revenue Projections - The revenue from CAT turbines specified in regulatory filings is estimated to be around $250-300 million based on the number of turbines involved in various projects [3].

Group 1 - The company expects a positive net profit with a year-on-year increase for the first half of 2025, covering the period from January 1, 2025, to June 30, 2025 [2] - The company has made adjustments to its financial statements for the previous year based on the new accounting standards regarding quality assurance [2] - The preliminary profit forecast is based on initial calculations by the company's finance department and has not been audited by the accounting firm [3] Group 2 - The company has improved its project management and cost control, leading to a year-on-year increase in operating income and net cash flow from operating activities [4] - The company plans to focus on its core business and enhance its competitive edge by investing in research and innovation in artificial intelligence, data elements, and blockchain technologies [4] - The company aims to achieve its annual operational goals and promote sustainable high-quality development [4]

CoreWeave’s purchase of a cryptocurrency miner gives it ready-built data centres and power agreements with local utilities, both of which are needed to meet ballooning demand for AI https://t.co/Ih6JZrEbcJ ...