The biggest issue with AI and robotics may be finding meaning in life if a robot can do what you can but betterElon Muskhttps://t.co/xCY3Vsz0d2 ...

据证券之星公开数据整理，近期移远通信（603236）发布2025年中报。截至本报告期末，公司营业总收 入115.46亿元，同比上升39.98%，归母净利润4.71亿元，同比上升125.03%。按单季度数据看，第二季 度营业总收入63.25亿元，同比上升47.28%，第二季度归母净利润2.59亿元，同比上升67.68%。本报告 期移远通信应收账款上升，应收账款同比增幅达43.54%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率17.71%，同比减2.36%，净利率4.06%，同比增 64.17%，销售费用、管理费用、财务费用总计6.15亿元，三费占营收比5.32%，同比减6.39%，每股净资 产16.82元，同比增19.33%，每股经营性现金流-3.09元，同比减142.99%，每股收益1.8元，同比增 125.0% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 82.49 Z | 115.46 Z | 39.98% | | 归母净利润（元） | 2.09亿 | 4.71亿 | 125.03% | | 扣非 ...

Core Insights - The company reported a net profit attributable to shareholders of 28.8012 million yuan for the first half of the year, marking a significant year-on-year increase [1] - The company achieved an operating revenue of 791 million yuan, reflecting a year-on-year growth of 8.37% [1] - The company experienced a narrowing loss of 79.65 million yuan, indicating improved financial performance compared to the previous year [1] Business Development - The company has made significant progress in AI and overseas business sectors, particularly benefiting from investments in self-built intelligent computing data centers [1] - High-margin intelligent computing service revenue continues to increase, contributing to the overall growth in gross profit [1] - The company has established a comprehensive cloud computing service system covering public, private, and hybrid clouds, launching AI-related products such as the "Kongming" intelligent computing platform and the UModelverse model service platform [1] Infrastructure and Policy - Under the "East Data West Computing" policy, the company has built two major intelligent computing centers in Ulanqab, Inner Mongolia, and Qingpu, Shanghai, both recognized as national-level hubs [1] - The Shanghai Qingpu intelligent computing center is positioned as the "East Data" computing center, enhancing the company's cloud service capabilities in the East China region [1] - The company has collaborated with domestic chip manufacturers to create a self-controlled intelligent computing cluster, ensuring data privacy and model security throughout the intelligent agent development process [1] Product and Service Innovation - The company has addressed common user challenges in hybrid and multi-cloud management by launching the "Hybrid Cloud Multi-Cloud Management Platform (UCMP)," which integrates bare metal management, cloud resource management, and intelligent alert governance [1] - This platform enhances coordination management capabilities under hybrid architectures, facilitating better resource management for enterprise organizations [1]

分析人士认为，资金驱动、业绩支撑、外部风险阶段性下降，共同促成近期指数强劲表现，乐观情绪下 A股市场上行行情有望进一步演绎。 ● 本报记者 吴玉华 市场普涨 8月15日，A股市场低开高走，上证指数盘中突破3700点。截至收盘，上证指数、深证成指、创业板 指、科创50指数、北证50指数分别上涨0.83%、1.60%、2.61%、1.43%、3.04%，上证指数报收3696.77 点，创2021年9月14日以来收盘新高，创业板指报收2534.22点，创2024年10月9日以来收盘新高。 大小盘股票携手走强，大盘股集中的上证50指数、沪深300指数分别上涨0.12%、0.70%，小微盘股集中 的中证1000指数、中证2000指数、万得微盘股指数分别上涨2.02%、2.03%、0.96%，小微盘股走势更为 活跃。 部分大盘股表现强势，直接带动指数上行。从对指数贡献度来看，工业富联、中国人寿、中信证券、生 益科技、洛阳钼业对上证指数贡献点数居前，合计达6.28点，占上证指数上涨点数的逾两成。东方财 富、同花顺、阳光电源、指南针、菲利华对创业板指贡献点数居前，合计达38.21点，占创业板指上涨 点数的近六成，直接带动创业 ...

风险提示：股市有风险，投资需谨慎。 公司近期在互动平台表示，近三个会计年度累计现金分红金额达57.78亿元，近三次回购总金额超过7亿 元。在2025年ChinaJoy展会上，公司展示了脑机接口AI头环、AR眼镜等前沿技术产品。此外，公司储 备了超过二十款重点游戏产品，2025年半年报预计将于8月26日披露。 8月15日，三七互娱主力资金净流入1807.10万元，近五日主力资金净流出1.49亿元。 截至2025年8月15日收盘，三七互娱股价报17.13元，较前一交易日上涨1.36%。当日成交量为68.41万 手，成交金额达11.63亿元。 三七互娱是一家专注于互动娱乐业务的公司，主营业务包括移动游戏和网页游戏的研发、发行和运营。 公司产品涵盖MMORPG、SLG、卡牌、模拟经营等多个游戏类型。 ...

RT Avi Chawla (@_avichawla)8 RAG architectures all AI Engineers should know: https://t.co/I4wQetVJL0 ...

Company Overview - Nanda Optoelectronics' latest stock price is 35.02 yuan, up by 1.27 yuan from the previous trading day [1] - The opening price was 33.75 yuan, with a high of 35.19 yuan and a low of 33.70 yuan, and the trading volume reached 525,298 hands with a transaction amount of 1.821 billion yuan [1] Industry Insights - The semiconductor materials industry has recently gained market attention due to the development of semiconductor technology and the growing demand from markets such as renewable energy and AI [1] - There is a significant opportunity for growth in the semiconductor materials sector, particularly in sub-segments with low domestic production rates [1] - Semiconductor materials are crucial for the upstream of the industry chain, providing essential support for industrial development [1] - Domestic companies have established a presence in mid-to-low-end products, but high-end materials still rely heavily on imports [1] Capital Flow - On August 15, Nanda Optoelectronics experienced a net inflow of main funds amounting to 124.4924 million yuan, with a cumulative net inflow of 115.5874 million yuan over the past five days [1]

此外，今年7月，共达电声发布公告称，收购无锡韦感半导体有限公司持有的浙江豪晨半导体有限公司 (下称"浙江豪晨")42.67%的股权，出资款已实缴到位，浙江豪晨已经完成股权转让相关的工商变更，共 达电声持有该公司42.67%股权，为公司控股股东。共达电声称，该次投资目的在于协同公司在汽车电 子模组、AI相关领域等前沿技术方向进行投资孵化，为公司外延式产业链的布局奠定基础。 8月15日，共达电声（002655）公告，2025年上半年该公司实现营收6.53亿元，同比增长22.13%；净利 润4307.77万元，同比增长31.89%。 当前，共达电声主营业务包括微型精密电声元器件及电声组件的研发、生产和销售及电子元器件分销， 主要产品涵盖MEMS声学传感器、驻极体声学传感器(ECM)、车载语音模组、RNC振动传感器模组等， 并且产品广泛应用于智能手机、智能穿戴、汽车电子、智能家居、物联网、AI玩具等领域。今年以 来，该公司通过持续聚焦精密电声元器件、零组件业务、半导体封测业务、汽车电子业务，进一步提升 公司盈利能力和企业规模。 分业务来看，报告期内，共达电声的汽车及工业应用业务实现营业收入3.34亿元，占总营业收入的 ...

Company Overview - The stock price of Yake Technology reached 59.35 yuan as of August 15, 2025, with an increase of 2.82 yuan, representing a rise of 4.99% [1] - The opening price for the day was 56.53 yuan, with a high of 59.42 yuan and a low of 56.49 yuan, and the trading volume was 226,652 hands, amounting to a total transaction value of 1.324 billion yuan [1] Industry Insights - Yake Technology specializes in the research, production, and sales of electronic chemicals, which are widely used in the semiconductor and flat panel display sectors [1] - The electronic chemicals industry is positioned upstream in the semiconductor supply chain [1] - There is a growing perspective that the domestic production of semiconductor materials is accelerating due to the continuous expansion of the semiconductor market [1] - The demand for high-end semiconductor materials is showing signs of recovery, driven by advancements in AI and the expansion of wafer fabrication plants [1] - As a significant player in the domestic semiconductor materials sector, Yake Technology's product development and capacity expansion are under market scrutiny [1] Financial Flow - On August 15, 2025, the net inflow of main funds into Yake Technology was 130.1664 million yuan, with a cumulative net inflow of 160.1275 million yuan over the past five trading days [1]

You work with the likes of RAM with Clear, among others. Brett And boy, is it competitive out there at the moment. How are you seeing your customer facing agenda products being taken up right now.Yeah. I've never quite been in a market like this. And as you said, I've been in Silicon Valley for a long time.I've started three companies, one in sort of the early days of the Internet. You know, one call it about, you know, a decade ago. And we have never seen this kind of customer interest. I've never seen thi ...