衡宇 时令 发自 凹非寺 量子位 | 公众号 QbitAI 16岁的天才小孩哥挥一挥衣袖，宣布从SpaceX离职了。 2年前，14岁的Kairan Quazi从圣克拉拉大学毕业，被马斯克pick，加入入职成功率仅有0.2%的SpaceX，成为Starlink部门最年轻的软件工程师——这是 SpaceX工程密度最高的部门之一。 现在，智商超过180的Kairan转身离开，下一站：干金融，搞量化。 因为DeepSeek，相信大家现在对量化并不陌生。而且Kairan的新东家现任CEO，当年也是个10岁进北京八中少儿班、14岁就读北大数学系的天才少年。 据Kairan本人透露， 在做出这个决定前，无数的AI实验室联系他，许多科技巨头也青睐他，争着抢着想把他招至麾下。 但他深思熟虑过后，决定奔向量化。 在SpaceX工作两年后，我觉得已经准备好接受新的挑战，并将我的技能扩展到不同的高性能环境中。 16岁，主动炒了马斯克的鱿鱼 Kairan的新东家是Citadel Securities，全球最顶尖的量化交易和做市公司之一，美国股票市场接近四分之一的交易份额都由其处理。 2024年8月，其股票成交量甚至超越了纽交所。 本周 ...

We upgraded our Industry View to Attractive going into 2H25, and reiterate our preference of AI over non-AI. With semi tariff and FX impact concerns behind us, we expect the sector to further re-rate. It is also a good time to preview key investment themes in 2026. See our report for details: Greater China Semiconductors: AI semi strength continues; upgrading Industry View to Attractive (13 Jul 2025) | M | | Foundation | | --- | --- | --- | | August 18, 2025 10:13 AM GMT | | | | Investor Presentation Asia P ...

August 19, 2025 01:47 AM GMT US Technology | North America Large-Cap Institutional Ownership 2Q25: NVDA Now The Most Under-Owned Mega- Cap Tech Stock Mega-cap tech stocks are the most under-owned in 16+ years, w/ the gap vs. S&P widening to -140bps exiting 2Q25 vs. -116bps exiting 1Q25, while the rest of large-cap tech is slightly over- owned at +15bps. NVDA is now the most under-owned large-cap tech stock, followed by MSFT, AAPL, AMZN and AVGO. Mega-cap Tech stocks are more under-owned vs. the S&P 500 exit ...

18 August 2025 | 7:26AM EDT Global Market Views: Easing in Season 1. Growth versus Policy. The central macro question over the next couple of months is whether the stall-speed US economy morphs into something worse, or whether Fed policy easing manages to offset the trade war damage. The central market challenge is finding expressions that provide leverage to the Fed easing that we expect, but that still protect from deeper economic recession worries if they materialise. Despite the moves post-July payrolls ...

19 August 2025 | 10:24AM CST With ongoing AI PCB demand strength and a tight supply situation, we expect pricing and margins to be more resilient despite the persistent cost hike pressure from selected raw materials (e.g. CCL, gold-related chemicals, glass fiber, etc.) - see our Commodities research team's gold, copper reports. We remain constructive on Shennan Circuits as a beneficiary of AI PCB demand strength and see better growth visibility against a robust industry demand backdrop. We revise our estima ...

Core Insights - Jyske Bank has significantly improved customer satisfaction, being named "Best at Private Banking" for the tenth consecutive year, which is a central element of its strategy [1][6][7] - In H1 2025, earnings per share increased by 1% to DKK 39.4, despite lower short-term interest rates, with net profit expectations for 2025 set at the upper end of DKK 3.8bn-4.6bn [2][9][11] - The Danish economy is experiencing growth, with rising employment and housing market activity, although geopolitical uncertainties and tariff changes pose challenges [3] Financial Performance - Core income decreased by 5% to DKK 6,503m due to lower net interest income, while net fee and commission income rose by 14% [12] - Core expenses increased to DKK 3,195m, influenced by the relocation of premises, but underlying core expenses decreased by 1% [13] - Loan impairment charges resulted in an income of DKK 47m in H1 2025, reflecting solid credit quality, with a capital ratio of 21.5% and a common equity tier 1 capital ratio of 16.3% [14] Strategic Developments - The strategy focuses on optimizing operations, investing in customer segments, and enhancing digital platforms to support sustainable transitions and improve risk management [4] - The use of AI in daily operations has increased, allowing employees to dedicate more time to customer interactions [4] - A new Group Executive member, Ingjerd Blekeli Spiten, has been appointed as Head of Personal Banking and Wealth Management [5] Operational Changes - Jyske Bank has consolidated its Copenhagen offices into a new location, the Glass Cube at Kalvebod Brygge, promoting collaboration and accessibility [8][10]

Core Viewpoint - The U.S. government is considering taking a 10% stake in Intel, potentially making it the largest stakeholder in the company, as part of a broader strategy to support the semiconductor industry and national security [2][5][8]. Group 1: Government Involvement - Intel has been awarded approximately $10.9 billion in grants from the Chips Act, with $7.9 billion allocated for commercial manufacturing and $3 billion for national security projects [1][6]. - The government is contemplating converting some or all of Intel's Chips Act grants into equity, which could reduce the total capital injected into the company [2][8]. - The Trump administration has expressed interest in building government-backed national champions in strategic industries, which aligns with the potential investment in Intel [8]. Group 2: Market Reaction - Following the announcement of potential government investment, Intel's shares rallied nearly 9% on August 14, although they later fell over 3% before rebounding by more than 5% after news of a SoftBank investment [3][12]. - SoftBank's recent $2 billion investment in Intel, representing about 2% of the company, positions it as the fifth-largest shareholder, indicating confidence in Intel's role in U.S. semiconductor manufacturing [11]. Group 3: Competitive Landscape - Intel has struggled to maintain its competitive edge in advanced chip manufacturing and has not yet captured significant customers in the artificial intelligence sector, despite substantial investments [5][9]. - Analysts suggest that while government intervention may be necessary for Intel's recovery, the company's challenges may extend beyond mere funding [9].

LONDON and NEW YORK, Aug. 19, 2025 (GLOBE NEWSWIRE) -- Navatar, the leading platform for private markets, today announced the launch of its next-generation, fully AI-powered CRM purpose-built for M&A advisory firms. The new platform combines intelligence, automation, and usability—solving one of the biggest challenges firms face when trying to put AI to work: data. A recent Business Insider article warned: “AI intensifies data flaws rather than solving them,” noting that data is one of the top reasons AI pr ...

Group 1 - The core viewpoint highlights the strong performance of the Huaxia Sci-Tech AI ETF (589010), which rose by 1.39% today, showcasing high elasticity and explosive potential in the AI sector [1] - Over the past 20 trading days, the ETF has seen a significant increase of 19.83%, indicating robust market interest and momentum [1] - Key holdings such as Chipone Technology (芯原股份) led the gains with a rise of 5.65%, while other companies like Hengxuan Technology (恒玄科技) and Cambricon Technologies (寒武纪) also experienced increases of over 3% [1] Group 2 - The CEO of OpenAI, Sam Altman, stated that the U.S. has severely underestimated China's comprehensive development potential in the AI field, particularly in reasoning technology and product commercialization [1] - Oriental Securities noted that AI applications are evolving from dialogue-based applications, represented by ChatGPT, to task-oriented applications centered around agents, indicating a shift in application paradigms [1] - The Huaxia Sci-Tech AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]

💥BREAKING:🇺🇸 Tom Lee says, “Ethereum is where Wall Street and AI are converging.” https://t.co/B95V5ljMQs ...