Duquesne Family Office's billionaire chief dumped his fund's stake in Wall Street's artificial intelligence (AI) darling in favor of two reasonably cheap stocks that have taken off in recent years.Though earnings season is often viewed as the highlight of each quarter, there are a number of other data releases that can tell investors a lot about the health of the stock market. In particular, the filing of Form 13F with the Securities and Exchange Commission is, arguably, one of the most important quarterly ...

There are several catalysts that could send the chipmaker higher in the coming months.Over the past few years, Nvidia (NVDA 1.06%) has emerged as the face of the artificial intelligence (AI) revolution. However, during the first half of 2025, the company hit turbulence. Worries about ramping competition, the potential impact of tariffs, and trade restrictions with China weighed on Nvidia's growth.While those concerns are certainly justified, Nvidia's business continues to gain steam. Let's look at three cat ...

今日截至14:19，科创人工智能ETF华夏（589010）上涨0.10%，继盘初冲高回落后，延续水上横盘走 势。持仓股方面，福昕软件领涨5.08%，合合信息、优刻得、金山办公涨幅超3%；石头科技领跌 2.14%，星环科技、乐鑫科技、芯原股份等下跌超1%。流动性方面，盘中换手达15.53%，成交总额达 1164万，量能释放达到中枢，市场延续高频交易风格。 科创人工智能ETF华夏（589010）紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高 研发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 （文章来源：每日经济新闻） 消息方面，7 月 18 日，AI 代理平台 MyShell 宣布其旗舰产品即将迎来颠覆式更新。据介绍，该产品是 世界上首个融合了「Claude Code + Cursor + v0」以及更多可能性的 AI 产品，亦可视为 AI 界的「剪映 + 抖音」，或者 AI agent 版 Instagram。 国联民生证券认为，我国具备发展AI Agent的成熟技术，相关市场潜力预计逐步释放。与此同时，2025 年为AI眼镜"规模增长元年"，国内外AI眼镜产业链相关 ...

[Music] So we have been on this journey of like not just improving our models but the tools the model can use and it's kind of like a symbiosis of some kind like the better the tools are the better the agent can use it. The better the agent is the more powerful tool it can use and it like goes on and on. I'm Dashish.I'm an engineer and I work on the product team in OpenAI. People in their daily lives at work or in like personal life they use like a variety of tools and we are just training the model to take ...

Group 1 - The fund is named Ping An CSI Artificial Intelligence Theme ETF Linked Fund, with a main code of 023384, and it operates as a contractual open-end fund [2] - The fund aims to closely track the performance of the underlying index and achieve returns similar to its performance benchmark [2][3] - The fund's investment strategy primarily involves investing in the target ETF, without participating in its management, and aims to maintain a daily tracking deviation of no more than 0.2% under normal market conditions [2][3] Group 2 - As of the end of the reporting period, the total fund shares amounted to 70,730,747.46 [2] - The fund's performance benchmark is calculated as 95% of the return of the CSI Artificial Intelligence Theme Index and 5% of the after-tax bank demand deposit rate [2] - The fund's risk-return characteristics indicate that it is a stock fund with a long-term average risk and expected return higher than mixed, bond, and money market funds [2] Group 3 - The net asset value (NAV) of Ping An CSI Artificial Intelligence Theme ETF Linked Fund A at the end of the reporting period was 1.0444 yuan, with a net value growth rate of 4.44%, while the benchmark return was 8.41% [9] - For Fund C, the NAV was 1.0439 yuan, with a growth rate of 4.39%, and for Fund E, the NAV was 1.0444 yuan, with a growth rate of 2.27% [9] - The fund has completed its initial investment allocation as per the fund contract, and the asset allocation ratios comply with the contract's stipulations [5][6]

根据Prismark数据，2024年，全球PCB产值为735.65亿美元，同比增长5.8%；2029年，全球PCB市场规 模预计达946.61亿美元，2024年至2029年的年均复合增长率预计为5.2%。 AI等需求驱动行业高增长 7月17日，PCB行业迎来高光时刻，鹏鼎控股、沪电股份、东山精密三家PCB上市公司市值突破千亿元 大关，成为继胜宏科技之后，A股PCB上市公司中的千亿新军。 当日收盘数据显示，胜宏科技以1465亿元的市值稳居A股PCB上市公司市值榜首；鹏鼎控股紧跟其后， 市值达1065亿元；沪电股份和东山精密市值分别为1022亿元和1013亿元。 PCB作为电子产业的关键基础部件，广泛应用于通讯电子、消费电子、计算机、汽车电子等众多领域， 是全球电子元件细分产业中产值占比最大的行业之一。随着人工智能（AI）、数据中心、智能汽车等 新兴领域的快速发展，PCB的市场需求呈现出持续增长的态势。 来源：PCB网城综合整理 与您一路同行，做您最忠实的拥护者--PCB行业融合新媒体-2025年最有价值的电路板产业服务平台！欢 迎您的关注与点赞！祝您事业有成！平安喜乐！ 产业经济观察家、北京智帆海岸营销顾问有限 ...

Core Insights - Truecaller reported a 9% increase in net sales to SEK 496.4 million, with a 21% increase in constant currencies, indicating strong growth across all revenue streams [1][12] - The company achieved significant user growth, adding 15 million monthly active users in the quarter, totaling 426.6 million, which reflects a 15% year-over-year increase [2][12] - EBITDA excluding incentive costs rose by 20% to SEK 211.6 million, with an EBITDA margin of 42.6%, while in constant currencies, the increase was approximately 38% [1][5][12] Revenue Growth - All revenue streams experienced growth in constant currencies: advertising revenue increased by 11%, subscriptions by 45%, and Truecaller for Business by 53% [1][4] - Subscription revenue from Truecaller Premium grew by 48% in constant currencies and 35% in SEK, with a notable increase in iOS subscribers [7][12] - Truecaller for Business revenue grew by 53% in constant currencies and 34% in SEK, driven by strong performance across its product portfolio [8][12] User Metrics - The number of paying subscribers surpassed 3 million, with over 1 million on iOS, reflecting a 28% increase year-over-year [3][12] - The average number of subscribers grew by 8% compared to the previous quarter, with iOS subscribers increasing by 25% in Q2 alone [3][7] Market Dynamics - Currency effects, particularly the strengthening of the Swedish Krona, impacted revenue and profit, with net sales growing by 9% in SEK but 21% in constant currencies [4][12] - Despite some demand softness in the advertising business due to geopolitical uncertainties, there were signs of price stabilization and growth in direct sales capabilities [6] Future Outlook - The company remains optimistic about future growth, citing positive trends in user growth, advertising capabilities, and subscriber intake [9][10]

RT BSCN (@BSCNews)AI PROTOCOL TO WATCH: THEORIQ - @TheoriqAI's Agent Swarm technology is at the forefront of CryptoAI innovation. Here's a full analysis https://t.co/MLS6YsuDxW ...

智通财经7月18日电，7月17日，商务部部长王文涛会见美国英伟达公司总裁兼首席执行官黄仁勋。王文 涛表示，中国吸引外资政策不会变，开放的大门只会越开越大。中国市场规模巨大，应用场景丰富，创 新创造充满活力，希望包括英伟达在内的跨国公司为中国客户提供优质可靠的产品和服务。黄仁勋表 示，中国市场非常有吸引力，英伟达愿同中国合作伙伴在人工智能领域深化合作。 王文涛会见美国英伟达公司总裁兼首席执行官黄仁勋 ...

北京时间7月18日凌晨，OpenAI如约发布了其最新力作——ChatGPT Agent。 根据CEO Sam Altman和四位OpenAI研究员介绍，ChatGPT Agent是一个具备自主执行复杂任务能力的 AI Agent，它不再仅仅"对话"，而是可以打开虚拟机，完成搜索、筛选、判断、执行等一整套流程，最 终输出可交付的结果。 ChatGPT Agent的定位非常"简单直接"：一个拥有终端、图形浏览器、文本浏览器的多工具整合智能体 系统。功能上，几乎等于一个受控的远程虚拟操作系统。 值得注意的是，ChatGPT Agent可以说是OpenAI自今年以来推出产品的一次阶段性整合与释放： Operator和Deep Research，一个偏执行，一个偏思考，如今彻底融合。 AI真正开始"动手"：ChatGPT Agent的能力边界 与如今大火的"智能体"赛道的产品类似，ChatGPT Agent的最大变化，是让AI真正获得了对数字世界 的"动手"能力。Agent模式下，用户不再是通过提示词一步步引导ChatGPT生成答案，而是描述一个需 求后，模型启动虚拟机，自主规划任务、调度工具、完成执行。 在演示中，O ...