Siri Evolution & AI Integration - Apple is planning a major Siri update by 2026, potentially changing how users interact with iPhones [1][4] - The new Siri version aims to perform tasks across all apps, including those not made by Apple, using voice commands [5] - Apple is testing Siri integration with third-party apps like Uber, Amazon, YouTube, Facebook, WhatsApp, Threads and T-Mu [7] - The success of the new Siri relies on user trust in its ability to accurately complete tasks without direct screen interaction [8][9] Device Ecosystem & Future AI Devices - The industry considers Apple Watch and AirPods as potential key devices for navigating the AI age, possibly equipped with sensors like cameras [3][12] - There are considerations for camera-equipped AirPods that could use infrared or gesture controls [12][13] - Future iOS versions may allow users to choose their preferred AI model, similar to selecting a web browser [14][15] Strategic Implications - Enhancing voice control is seen as a way to balance iPhone usage and reduce screen addiction [16] - The industry believes that a trusted AI assistant could make devices like Apple Watch more essential, allowing users to be more present [16]

【环球网财经综合报道】随着算力密度提升，数据中心及算力设备散热问题凸显，液冷技术作为核心解决方案，市场需求呈爆发式增长。Wind数 据显示，8月以来万得液冷服务器概念指数累计上涨13.64%；8月12日该指数上涨1.73%，成分股中英维克涨超9%，同飞股份涨超8%，曙光数创涨 超7%，鸿富瀚、飞荣达、高澜股份等跟涨。 分析指出，冷板式液冷是目前成熟度最高、应用最广的方案。据悉，液冷技术可以细分为喷淋式液冷、冷板式液冷和浸没式液冷三种类型，其中 冷板式液冷技术为成熟度最高、应用最广泛的液冷散热方案。（陈十一） 液冷技术的市场需求增长不仅体现在企业业绩上，也为产业链带来了新的发展机遇。IDC数据显示，2024年中国液冷服务器市场规模达23.7亿美 元，同比增长67.0%，冷板式解决方案市占率进一步提高；预计2024 - 2029年市场年复合增长率46.8%，2029年规模将达162亿美元。 相关企业中报业绩亮眼。飞荣达发布的2025年半年度业绩预告显示，公司预计上半年实现营业收入约28.86亿元，净利润为15500万元- 17000万 元，较上年同期增长103.95% - 123.69%。公司AI服务器散热相关业 ...

AI Music Is Ubiquitous and Getting Harder to Spot https://t.co/PyPtoJ0EEW ...

YZiLabs' demo day, at NYSE.YZi Labs (@yzilabs):Tomorrow, EASY Residency’s inaugural cohort will enter NYSE for Demo Day.Before the event, @ellazhang516 @odagius joined #NYSEWired & @theCUBE to share YZi Labs’ mission — incubation, investment, liquidity — backing founders in Web3, AI & biotech from their first pitch to IPO. https://t.co/R3xDWNQMbP ...

智通财经APP获悉，8月15日，网龙（00777）及其子公司创奇思（Cherrypicks）联同中科闻歌，今日共同举办"引领未 来AI移动智能：网龙旗下创奇思与中科闻歌战略联盟成立仪式"，致力于推动人工智能技术于企业及教育领域的创新 应用。此次合作不仅标志着中国AI核心技术首次由香港企业牵头走向国际，更为香港AI生态注入强大动力，促进香港 成为大湾区及国际AI创科枢纽，推动中国AI技术出海，引领香港AI生态再迈新台阶。 网龙旗下创奇思与中科闻歌将在中国内地以外地区展开独家合作，共同推广人工智能服务。网龙旗下创奇思将成为中 科闻歌于境外市场的唯一独家出海平台与商业化伙伴。中科闻歌投资创奇思，并将向其投入AI技术资源，支持双方在 公共服务、金融、医疗及商业等领域共同研发并落地面向境外市场的产品与解决方案。中科闻歌董事长王磊博士将加 入创奇思董事会，协调合作发展方向与技术路线，推动项目高效落地。 网龙、中科闻歌及网龙旗下创奇思管理团队共同庆祝网龙旗下创奇思与中科闻歌战略联盟正式成立 网龙副董事长梁念坚博士指出，这次三方合作，是中国AI技术"出海"和香港创科实力融合的典范。网龙旗下创奇思作 为连接内地与国际市场的桥梁 ...

Without the billions to spend on AI, small-cap tech stocks are losing out to the megacaps https://t.co/vGws69sECV ...

Core Viewpoint - The 2025 China International Service Trade Fair's financial services section will take place from September 10 to September 14 at Shougang Park in Beijing, focusing on "Digital Intelligence Driven, Open and Win-Win" as its theme [1] Group 1: Event Overview - The financial services section will feature two main exhibition halls: Hall 5 for "Open Integration" showcasing banks, insurance, securities, funds, and payment institutions, and Hall 6 for "Intelligent Sharing" focusing on collaboration between financial institutions and leading tech companies [1] - A total of 92 companies will participate, including 68 from the Fortune Global 500 and industry leaders, highlighting the scale and international nature of the event [1] - The event will include over 30 parallel forums and a dedicated meeting area for high-level discussions, aiming to foster collaboration among domestic and international financial institutions [1][4] Group 2: Technological Innovations - Major banks such as ICBC, Bank of China, and Agricultural Bank of China will showcase innovative financial products utilizing AI technology to enhance interactive experiences [2] - ICBC will display a trillion-level financial model, while Agricultural Bank will introduce a VR-enabled service for online property viewing, enhancing transaction efficiency in the local tourism and homestay economy [2] - Other banks will present various technological advancements, including interactive digital robots and smart financial terminals, emphasizing the integration of technology in financial services [3] Group 3: Forums and Discussions - The event will host over 30 forums covering global financial hotspots and industry concerns, featuring high-level dialogues, policy interpretations, and project presentations [4][5] - Agricultural Bank will organize a meeting to support agricultural enterprises in expanding internationally, while Bank of China will focus on exchange rate risk management for outbound enterprises [5] - The event will also highlight innovative practices from financial institutions, including a unique service card for foreign visitors and advancements in commercial space insurance [5]

英特尔(INTC.O) | 投资评级： | 持有 | 主要观点： | | --- | --- | --- | | 报告日期： | 2025-8-15 |  财务表现 | | | |  业务发展 | 英特尔：营收超市场预期，盈利遇持续挑战 财务表现 英特尔2025年第二季度营收129亿美元，同比持平，环比增1.8%， 超出市场预期的119亿美元，但盈利指标全面下滑。其中GAAP净亏 损29亿美元，同比扩大81%，创连续六季度亏损；GAAP下每股亏损 0.67美元，Non-GAAP下每股亏损0.10美元；本季度毛利率也显著 下滑，从去年同期的35.4%降到27.5%。 业务发展 对于业务调整，英特尔表现出转变的决心，公司已经完成了大部 分人员调整计划，员工总数减少了约15%，并计划在年底将员工数 量控制在75,000人左右。同时，英特尔正在优化其全球制造业务 布局，决定暂停对于德国和波兰的项目建设，并计划将哥斯达黎 加的封装测试业务整合至越南和马来西亚的生产基地 对于第三季度，英特尔预计其营收将在126亿至136亿美元之间， GAAP下每股亏损0.24美元，Non-GAAP下每股收益预计为零。这一 预期表明， ...

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New drugs take too long to get to market because of clinical trial bottlenecks. Two cancer doctors built AI-enabled tech to speed up the process. https://t.co/mzlki2K93z https://t.co/mzlki2K93z ...