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This Morning’s Top Headlines – July 28 | Morning News NOW
NBC News· 2025-07-28 11:51
Hopefully you have your shorts, you have your sunscreen, you have air conditioning and fans. It is going to be a hot one. Good to have you with us.I'm Joe Frier. And I'm Savannah Sers. And we are going to begin with that extreme weather.It's impacting most of the country this morning. Over 100 million people are under heat alerts as these record-breaking high temperatures blanket the country. Several major cities will see temperatures either in the triple digits or the heat index will make it feel that way. ...
X @Bloomberg
Bloomberg· 2025-07-28 11:44
Washington is relying on fossil fuels to power AI data centers, while Beijing is depending on solar and wind, writes @danmurtaugh https://t.co/ab5L2HbYPb ...
重磅会议来临!人工智能集体爆发
天天基金网· 2025-07-28 11:43
以下文章来源于财经图解 ,作者辣笔小强 财通证券表示,未来1~2年,全球AI将以加速融合、能力跃升和应用深化为主线:Agent能力、多模态 理解生成成标配,上下文窗口扩大,混合专家架构平衡性能与成本;开源闭源竞合加剧,推动技术进步 与成本下降,伦理安全监管标准趋完善;AI深度渗透多行业,通过API服务和行业模型驱动转型,催生 新商业模式。 中信证券研报则指出,2025年下半年科技产业的投资主线将继续围绕AI展开。随着大模型的持续进步 以及中国科技公司在生态、场景落地等方面的探索,AI正在从单点的技术进步迈向更广泛的生产力落 地阶段。 财经图解 . 财经大事早知道,关注东方财富股票! 人工智能板块在7月25日呈多点开花之势,Sora概念、多模态AI、智普AI、Kimi概念、ChatGPT概念、 AI语料、AI智能体、AI眼镜、AI芯片等细分方向纷纷走强,因赛集团、汉王科技、新华传媒、显盈科 技等纷纷涨停;寒武纪、云从科技、茂莱光学、翱捷科技等则大涨超10%。 消息面上,据证券时报报道,第七届世界人工智能大会(WAIC)于7月26日~7月28日在上海世博中 心、世博展览馆、徐汇西岸等多地同步启幕。 此外,据财联社 ...
X @The Economist
The Economist· 2025-07-28 11:40
If artificial general intelligence can furnish any nihilistic misanthrope with an idiot-proof guide to killing much of the world’s population, humanity is in trouble https://t.co/fLFoMg23QM ...
X @Herbert Ong
Herbert Ong· 2025-07-28 11:38
🚨 Samsung to Make Tesla AI Chips in Multiyear Texas DealSamsung Electronics Co. will produce AI semiconductors for Tesla Inc. in a new $16.5 billion pact that marks a win for its underperforming foundry division.They secured the 22.8 trillion won chipmaking agreement, which will run through the end of 2033. The plan is for an upcoming plant in Taylor, Texas, to produce Tesla’s next-generation AI6 chip, Tesla chief Elon Musk said on X, confirming a Bloomberg News report.$TSLALink: https://t.co/tlu0U3k2ii ...
计算机行业深度报告AIAgent:智能经济时代的生产力解压缩器
Soochow Securities· 2025-07-28 11:37
证券研究报告·行业深度报告·计算机 计算机行业深度报告 AI Agent:智能经济时代的生产力解压缩器 2025 年 07 月 28 日 增持(维持) [Table_Tag] [Table_Summary] 投资要点 ◼ AI Agent 将成为我国智能经济重要抓手,具有落地的必要性与可行性。 1、必要性:我国长期面临效率瓶颈、服务业人力密集、人力成本持续加 压的现状;(1)效率瓶颈:中国制造业长期面临人工操作效率低、系统 之间高度孤立等痛点,Agent 能够有效提升人工操作效率、串联利用系 统数据,突破效率天花板;(2)人力密集现状:在客服、销售等领域, 重复性任务占比超 70%。Agent 能够大幅提升工作效率,而人工客服可 以向高价值事务转移;(3)人口结构与成本压力:2020-2025 年我国制 造业劳动力成本年均上涨 8.2%, Agent 将有效缓解成本压力。2、可行 性:(1)政策持续加码 AI 应用与 AI Agent 发展。2024 年"人工智能 +"首次写入《政府工作报告》,2025 年在中央广播电台与阿里云发布 的《中国人工智能应用发展报告》中,进一步明确支持大模型行业应用, 将 AI ...
X @mert | helius.dev
mert | helius.dev· 2025-07-28 11:32
RT Akshay BD (@akshaybd)it’s normal for people to cash in their chips at some point. the interesting question is: what are they buying as the ideological replacement for Bitcoin?Bitcoin in 2012 was an exit from the very fiat system that is co-opting it today. A scary-but-correct idea — the kind that “would never be allowed to succeed.” It thrived in the shadows of the internet, powered by those who believed in freedom more than profit… kept alive by ideological fervour, not an expectation of financial retur ...
MPW Properties: Important News Worth Sharing Before The Q2 2025 Report Hits The Market
Seeking Alpha· 2025-07-28 11:30
On July 31st, the much anticipated Q2 2025 quarterly report will be released by Medical Properties Trust (NYSE: MPW ), so the question is: why bother to write an article a few days before? Well, because I believe that what I'm aboutI'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. My investment journey began during the COVID-19 pandemic, and since then, I've specialized in identifying Real Estate Investment Trusts (REITs) that are temporarily out-of-fav ...
Is Fidelity Quality Factor ETF (FQAL) a Strong ETF Right Now?
ZACKS· 2025-07-28 11:20
Making its debut on 09/12/2016, smart beta exchange traded fund Fidelity Quality Factor ETF (FQAL) provides investors broad exposure to the Style Box - Large Cap Blend category of the market.What Are Smart Beta ETFs?Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.A good option for investors who believe in market efficiency, market cap weighted indexes offer a low-cost ...