Key takeaways from monthly investor day and our latest view on Huaqin ▲ Key takeaways from Huaqin's monthly investor day on July 23 include: 1) H20-based AI server shipments to resume at the earliest in September, 2) unchanged schedule for new NVDA platform AI server delivery; 3) robust momentum for general servers and switches, featuring greater share expansion upside in the following years; 4) strong earnings growth in 2Q25 driven by both AI and non-AI (smartphones, PCs, wearables and tablets) business; a ...

大模型发展情况综述 20250725 摘要 Q&A 中信建投最新发布的人工智能研究报告主要涵盖了哪些内容？其核心观点是什 么？ 中信建投最新发布的人工智能研究报告约 500 页，全面覆盖了人工智能行业的 细节和发展状况。报告指出，2023 年和 2024 年是行业研发阶段，而 2025 年则是从研发向应用落地转折的重要时期。大模型技术在标准化和大众化动作 上的参数化应用将持续演进。报告总结了过去几年对大模型行业的观察、现阶 段应用探索以及未来各行业大模型落地情况。 对于全球人工智能行业，报告认 为这是一个逻辑闭环的信号。而对于中国而言，从人才到技术，中国在产业背 景和适配环境上具有良好的发展动力。尽管资本市场对国产大模型持悲观预期， 但这种预期值得修正，并可能带来较好的收益。 大模型准确率提升得益于实时数据集成和检索增强生成技术。合成数据 在大模型发展中作用日益重要，预计 2028-2030 年贡献比例将超过人 类积累数据。 低精度训练技术降低算力成本，新架构探索优化计算效率。AI 幻觉问题 有所改善，但进展波动。AI 应用收入增速快，AI 搜索和 AI 编程领域表 现突出，商业化潜力超过传统应用。 人工智能 ...

We know the innovation cycle in Chinese has been very fast. Yeah. Yeah.But what happens if that slows down. I mean, sometimes people are hearing concerns. For instance, Deep Seek hasn't released a second reasoning model.Is that something that you need to be worried about. Uh, let's see. I would say as just a single organization or a single person, you really cannot go there fast for a long time.Okay. You know, you're your class, okay. Like, you know, I can working, like, for three days and without any sleep ...

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for short-term rentals, whether that be Airbnb or Verbbo or whatever else. You take $20,000 that goes to you. Then unfortunately, you have the taxes on the place. You have the maintenance. You have the constant complaints.You have the people calling in going, "I can't find the location. What's the Wi-Fi password? Hey, there's no hot water." That type of stuff. That's not freedom. You just bought yourself a really nice plushy job.It is what it is. When you get a management company like, "Don't worry, Mr.. Wo ...

Smart trader 0xCB92 who went from a profit of over $26M to a $716K loss is back.He deposited 4.68M $USDC and opened a short position of 20,000 $ETH($77M), with a liquidation price of $3,997.52.https://t.co/BDyf4r2HV6 https://t.co/tkp9dCYfDnLookonchain (@lookonchain):Unbelievable! From a profit of over $26M to a $716K loss. 😱Smart trader 0xCB92 watched his 50K $ETH short position climb to over $26M in unrealized gains, but never closed.As $ETH surged, his position hit stop-loss, leaving him with a $716K loss ...

AI正在变得越来越有"人味"，偷懒、撒谎、谄媚等现象的出现使得让AI不再只是冷冰冰的机器。如果说 OpenAI o3等模型篡改代码拒绝关机指令是"求生本能"在作祟，那么AI又为何会化身"赛博舔狗"，选择 近乎无底线地迎合用户呢？ 这个问题的答案，其实是AI不自信。谷歌DeepMind与与伦敦大学的一项研究，揭示了大语言模型同时 存在"固执己见"和"耳根子软" 这一矛盾的特征。研究人员发现，大模型在一个新对话发起时往往自信 满满，表现出与人类相似的认知特征，即坚定地维护自己的观点，但在用户发出质疑后，AI又会开始 动摇，并且改变答案的概率大幅增加。 谷歌DeepMind与伦敦大学的这一研究，起源于今年4月下旬OpenAI对GPT-4o的一次升级。当时，GPT- 4o的更新引入了一个基于用户对ChatGPT点赞或点踩的额外奖励信号。然而让OpenAI方面没想到的是， 这个小小的改变却让ChatGPT性格大变，用户旋即就感受到ChatGPT变身成了"马屁精"。 在OpenAI后续给出的调查报告中显示，因为他们过于关注短期反馈（比如用户随手的点赞/点踩），而 没有充分考虑到用户与ChatGPT的互动是随时间演变的，所 ...

A California DACA recipient is on the brink of deportation after a wrong turn at the border. Eric Hernandez, a ride share driver. An accidental crossing into Mexico from San Diego cost him his freedom. According to his attorney, his attorney says he picked up a fair that was headed to a neighborhood right by the border. On the way, he missed an exit on the highway. Unable to turn around, he crossed into Mexico and then right into the hands of border agents. His pregnant wife and mother of three children fea ...

Core Insights - Ascletis Pharma Inc. has initiated a 12-week Phase IIa study in the U.S. for its once-monthly subcutaneous (SQ) depot formulation of the small molecule GLP-1 receptor agonist ASC30, targeting participants with obesity or overweight and at least one weight-related comorbidity [3][6] - The ASC30 formulation has demonstrated a 36-day half-life in a Phase Ib study, supporting its monthly administration [4][5] - Topline data from the Phase IIa study is expected in the first quarter of 2026 [2][6] Company Overview - Ascletis Pharma Inc. is a biotechnology company focused on developing and commercializing therapeutics for metabolic diseases, utilizing its proprietary Artificial Intelligence-Assisted Structure-Based Drug Discovery (AISBDD) Platform and Ultra-Long-Acting Platform (ULAP) [9][10] - ASC30 is a unique investigational GLP-1R biased small molecule agonist that can be administered both orally and subcutaneously, with patent protection until 2044 [8][10] Study Details - The Phase IIa study is randomized, double-blind, placebo-controlled, and multi-center, involving approximately 65 participants with obesity (BMI ≥ 30 kg/m²) or overweight (BMI ≥ 27 kg/m² but < 30 kg/m²) [6] - The study consists of three cohorts with different doses to evaluate safety, tolerability, and efficacy [6] Technical Insights - The ultra-long-acting SQ depot formulation of ASC30 has a peak-to-trough ratio of less than 2:1, which is critical for achieving acceptable tolerability for SQ dosing of incretin drugs [2][5] - ASC30 is the only once-a-month incretin in clinical development with a half-life greater than the intended dosing interval, which is essential for optimal tolerability [5]

Jenny Nguyen, a chef and basketball aficionado, founded a women’s sports bar in Portland in 2022. The idea, which launched a movement, is quickly becoming less niche. We explain why https://t.co/HLoYqgFIsq ...