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大数据ETF(159739)红盘上扬,科大讯飞发布全球首款本地大模型智能办公本
Xin Lang Cai Jing· 2025-07-23 06:08
中银证券指出,海外资本开支仍居景气高位,推理需求随商业闭环加速增长。受全球主要云计算厂商新 一轮资本开支增长以及对于高端AI服务器需求增加的影响,AI云侧基础设施建设依旧是互联网厂商资 本开支的主要增量。从以互联网资本支出以及应用消耗的Tokens为代表的需求侧,以及CoWoS和HBM 为代表的供给侧的交叉验证中看出,2025年算力基础设施建设的景气度仍较高。伴随大模型的不断演进 以及后续商业化进程的加速闭环,全产业链景气度有望得到延续。 截至2025年7月23日 13:37,中证云计算与大数据主题指数(930851)上涨0.33%,成分股拓尔思(300229)上 涨4.79%,税友股份(603171)上涨3.66%,千方科技(002373)上涨2.82%,云赛智联(600602)上涨2.65%, 云天励飞(688343)上涨2.13%。大数据ETF(159739)上涨0.41%,最新价报1.22元。 7月22日,科大讯飞在四川成都正式发布全球首款搭载本地大模型的墨水屏智能办公设备——科大讯飞 智能办公本X5。X5首次将自主可控的全国产化云端大模型部署于设备本地,集成8核CPU与9T NPU算 力,实现本地离 ...
X @Balaji
Balaji· 2025-07-23 06:08
There are many different proof-of-human mechanisms that you can layer on top of each other. They have different and hence complementary failure modes.Use as many as you can cheaply introduce. From 2FA to MFA, multi-factor authentication.Steven Sinofsky (@stevesi):@balajis How do you solve the realID and association with an account problem (in case authentication is breached)? Or does this depend on algorithmic determination of bot'ness? ...
8亿顶流引爆快手-W!股价创30月新高,恒生科技指数ETF(159742)放量大涨超3%
Xin Lang Cai Jing· 2025-07-23 06:07
快手-W午后进一步拉升,一度涨5.84%报77港元,股价创2023年1月以来新高。消息面上,"全球第一网 红"MrBeast(野兽先生,本名吉米·唐纳德森)宣布将在美国隔空开启其中文互联网平台直播首秀,并定于 7月26日在快手播出。 据悉,野兽先生在YouTube拥有4.15亿粉丝,全平台账号粉丝约8亿,比今年3月来中国的美国网红"甲亢 哥"IShowSpeed还火。野兽先生还是全球收入最顶尖的视频博主,登上2023福布斯顶尖创作者排行榜第 一名。据此前媒体消息,野兽先生最早将于今年第四季度来中国拍摄大型挑战节目。 据了解,野兽先生的视频内容以"撒钱+挑战"模式著称,擅长打造视觉奇观。其节目一方面设置规模庞 大、耗时极长的大型极限挑战,邀请挑战者参加。另一方面是高成本的撒钱和送礼,成功者可获得巨额 现金奖励。 相关ETF方面,恒生科技指数ETF(159742)快速拉升,盘中大涨超3%,成交额破2亿元,换手率近 10%。成分股中近全数上涨,蔚来-SW涨超10%;快手-W涨超7%;百度集团-SW、ASMPT涨超5%;腾 讯控股涨超4%;金蝶国际、美团-W、金山软件、小鹏汽车-W、京东集团-SW、阿里健康等个股跟涨 ...
Dine Brands: A Full Plate Of Potential At Applebee's (Earnings Preview)
Seeking Alpha· 2025-07-23 06:07
Group 1 - Goulart Restaurant Stocks has released new traffic data in preparation for Q2 FY 2025, indicating a proactive approach rather than a reactive one post-earnings [1] - The article emphasizes the importance of fresh traffic data for understanding market trends and potential investment opportunities in the restaurant sector [1]
X @Crypto Rover
Crypto Rover· 2025-07-23 06:05
💥BREAKING:🇺🇸 SEC MEETS WITH CITADEL SECURITIES TO DISCUSS TOKENIZATION. https://t.co/UXJaLHWMWX ...
Alligator Energy (AGE) Earnings Call Presentation
2025-07-23 06:05
ASX:AGE Advancing Samphire Uranium Project into Trial Production Andrea Marsland-Smith CEO 23 July 2025 Disclaimer Forward Looking Statements This presentation contains projections and forward-looking information that involve various risks and uncertainties regarding future events. Such forward-looking information can include without limitation statements based on current expectations involving a number of risks and uncertainties and are not guarantees of future performance of the Company. These risks and u ...
EXEL Industries: Q3 2024-2025 revenue down 10.9%
Globenewswire· 2025-07-23 06:03
Core Viewpoint - EXEL Industries Group reported a revenue decline of 10.9% in Q3 2024-2025, primarily due to lower volumes in Agricultural Spraying and foreign exchange impacts from the depreciation of the dollar [3][10]. Revenue Breakdown - **Agricultural Spraying**: Revenue decreased by €36.7 million (-24.2%) in Q3 compared to the previous year, with significant declines in Australia, North America, and France, while Northern and Central Europe showed slight growth [2][4]. - **Sugar Beet Harvesting**: Sales fell by €3.3 million (-8.5%), with new machine sales slightly increasing but not compensating for the decline in used machines [2][5]. - **Leisure**: Revenue increased by €3.9 million (+7.3%), driven by favorable weather conditions, particularly in the United Kingdom [2][6]. - **Industry**: Sales grew by €1.7 million (+2.3%), supported by strong performance in Systems projects and traditional paint application ranges, with varied geographical performance [2][7]. Nine-Month Sales Overview - **Agricultural Spraying**: Total sales for the nine-month period were €310.0 million, down €90.1 million (-22.5%) [2]. - **Sugar Beet Harvesting**: Nine-month sales were €80.2 million, a decrease of €3.2 million (-3.8%) [2]. - **Leisure**: Revenue reached €118.1 million, an increase of €5.7 million (+5.1%) [2]. - **Industry**: Sales totaled €217.3 million, up €3.8 million (+1.8%) [2]. - **Overall Group Revenue**: The total revenue for the nine-month period was €725.5 million, down €83.8 million (-10.4%) [2]. Management Commentary - The CEO noted that the revenue results were in line with expectations, and the company is adapting its cost structure to address the decline in agricultural volumes while maintaining vigilance on tariff policies in North America [10][11]. - The order book has begun to stabilize after two years of decline, indicating potential recovery [11]. Future Outlook - The company anticipates stable sales in Western Europe and growth in North America, contingent on favorable tariff policies [12]. - The modernization of the Stains plant in France is ongoing and expected to be operational by autumn 2025 [12].
X @The Block
The Block· 2025-07-23 06:02
Trump-linked World Liberty Financial buys over 3,400 ETH for $13 million, onchain data shows https://t.co/AFgs7IFTOS ...
联想控股携手多方联合发布《新质冷链物流发展白皮书》,共促行业革新发展
Zhong Guo Jing Ji Wang· 2025-07-23 06:01
在消费升级与技术创新持续深化的背景下,我国冷链物流行业正面临转型升级的关键时期。 近期,联想控股联合上海冷链协会、锦江冷链、施耐德电气、极智嘉科技以及亦莘咨询等行业相关企 业,对我国新质冷链物流发展进行了初步的研究探索,形成并发布《新质冷链物流发展白皮书(2025)》 (以下简称"白皮书"),为行业提供前瞻性的洞察与发展建议。 针对目前我国冷链物流行业面临的作业效率偏低、运营成本高、同质化竞争严重、服务模式较为传统等 问题,白皮书指出,新质冷链物流以智能化、数据驱动、全链条协同为显著特征,借助数字化、智能 化、绿色化技术及模式创新与科学管理,对传统冷链物流进行全方位升级与重构,在降本增效、绿色低 碳、服务增值以及质量安全保障等方面发挥着关键作用。 白皮书认为,上海作为我国经济与科技发展的前沿阵地,在新质冷链物流发展领域拥有得天独厚的优 势,面临着政府大力支持、消费与产业升级需求旺盛、数字化科技加速应用、基础设施日益完善等诸多 发展机遇。白皮书深入剖析了我国新质冷链物流的发展背景、意义与机遇,提出并总结了其总体架构、 关键技术、应用场景及成功案例,并从技术研发、标准规范、政策支持、试点示范、产业链协同以及人 才 ...
软件ETF(515230)涨超1.3%,RISC-V产业活力与AI算力发展受关注
Mei Ri Jing Ji Xin Wen· 2025-07-23 06:00
注:如提及个股仅供参考,不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考,不预示 未来表现。市场观点随市场环境变化而变动,不构成任何投资建议或承诺。文中提及指数仅供参考,不 构成任何投资建议,也不构成对基金业绩的预测和保证。如需购买相关基金产品,请选择与风险等级相 匹配的产品。基金有风险,投资需谨慎。 (文章来源:每日经济新闻) 软件ETF(515230)跟踪的是软件指数(H30202),该指数由中证指数有限公司编制,从A股市场中选 取业务涉及软件开发、信息技术服务等领域的上市公司证券作为指数样本,以反映中国软件行业相关上 市公司证券的整体表现。该指数具有显著的成长性和技术驱动特征,行业配置主要集中在计算机应用与 服务领域。 没有股票账户的投资者可关注国泰中证全指软件ETF联接A(012636),国泰中证全指软件ETF联接C (012637)。 国泰海通指出,RISC-V 中国峰会的成功举办彰显了中国在该领域的领先地位与产业活力,2024年中国 贡献全球超半数RISC-V出货量,在高性能计算、AI、汽车电子等领域突破显著。政策层面,上海持续 完善产业链,推动标准体系与开源平台建设,企业端技术落地加速 ...