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亚马逊(AMZN.US)AWS独辟蹊径 打造“AI模型超市“构筑差异化竞争壁垒
智通财经网· 2025-06-10 02:49
AWS计算与网络副总裁戴夫·布朗直言:"没有哪个模型能通吃所有场景。"这种认知在DeepSeek模型事 件中得到印证——当这家中国初创企业推出颠覆性模型后,AWS仅用一周便在Bedrock上线其托管版 本,展现惊人的技术响应速度。 据了解,Bedrock的诞生可追溯至2020年。当时产品总监阿图尔·迪奥撰写内部备忘录,提议开发基于 LLM的代码生成工具。尽管时任CEO安迪·贾西初期认为这是"白日梦",但2023年Code Whisperer正式推 出时,团队敏锐意识到:客户真正需要的是跨模型的选择权。这种认知转变促使AWS成为首个提供多 模型选择平台的云服务商。 为避免过度依赖单一模型,AWS采取"自研+投资"的组合策略。2024 年 11 月,AWS 将对 Anthropic 的 投资翻倍至 80 亿美元,这笔交易要求 Anthropic 仅使用 AWS 的芯片来训练其大型语言模型 Claude。 (相比之下,微软已向 OpenAI 投资超过 130 亿美元。)这笔 80 亿美元的交易使亚马逊能够证明其人工智 能培训基础设施并加深与一家 LLM 提供商的联系,同时继续为客户提供 Bedrock 上的多种模型 ...
为高水平科技自立自强贡献金融力量 银行业持之以恒做好科技金融大文章
Jin Rong Shi Bao· 2025-06-10 01:51
Group 1 - The recent policy measures aim to accelerate the construction of a technology finance system to support high-level technological self-reliance and strength [1] - The People's Bank of China will focus on enhancing the intensity and service capacity of technology loans, establishing a "technology board" in the bond market, and improving financial services in technology-intensive regions [1][6] - The financial management departments are actively working to build a technology finance system that aligns with technological innovation, creating a robust policy framework [1] Group 2 - Traditional financial institutions often struggle to support technology-intensive enterprises due to high investment, risk, and long cycles associated with innovation, leading to challenges in financing [2] - A case study from Wenzhou highlights a technology enterprise receiving a loan of 18 million yuan for a technology transformation project, showcasing the need for increased operational funding [2][3] - The Agricultural Bank of China provided significant project loan support to a technology enterprise, demonstrating the effectiveness of central bank policies in facilitating financial services [3] Group 3 - The introduction of a "technology board" in the bond market aims to enhance financial support for technology innovation, with a growing issuance of technology innovation bonds [4] - The China Development Bank issued three technology innovation bonds totaling 20 billion yuan, focusing on supporting technology-driven enterprises and strategic emerging industries [5] Group 4 - The People's Bank of China is optimizing the financial service system in key regions like Beijing and Shanghai to enhance the support for technology finance [6] - A collaborative action plan was launched in Shenzhen to explore new approaches for regional technology finance development, emphasizing the need for comprehensive financial services for technology enterprises [6] Group 5 - A conference in Shenzhen highlighted the importance of technology finance in supporting the growth of innovative enterprises, aligning with national strategies for building a strong financial system [7]
提高快递企业冷链服务质量
Jing Ji Ri Bao· 2025-06-09 21:49
生鲜产品要新鲜触达消费者,少不了冷链的"保驾护航"。从樱桃大棚外的冷链三轮车到穿梭云端的荔枝 全货机,从村口驻点即时揽收到按需定制生鲜产品寄递解决方案……持续完善的冷链服务,不仅是提升 快递物流企业核心竞争力的关键环节,也是推动相关产业蓬勃发展、促进消费升级的重要支撑。 随着冷链物流需求稳定增长,市场规模持续扩大。中国物流与采购联合会发布的数据显示,2024年我国 冷链物流需求总量为3.65亿吨,同比增长4.3%,冷链物流总收入为5361亿元,同比增长3.7%。进入2025 年,依托于消费增长,直播电商、社交电商等快速发展,消费者对冷链物流需求持续增加。 面对庞大的市场需求,冷链寄递成为快递企业服务比拼的关键领域。随着物联网、云计算、人工智能等 先进技术的广泛应用,越来越多的冷链物流车装上了车载温度传感器和远程监控系统。通过这些智能系 统优化配送路线,物流效率不断提高,生鲜产品损耗率大幅降低。同时,我国冷链物流市场规模持续扩 大,冷库、冷藏车等基础设施建设步伐加快,冷链寄递解决方案也日益成熟。有的快递企业针对商品需 求优化包装,比如定制鲜花专属包装方案,满足客户"运输安全+保鲜防碰"需求;有的企业针对生鲜产 ...
亚马逊计划在宾夕法尼亚州投资200亿美元,扩大云计算基础设施。
news flash· 2025-06-09 14:37
Core Insights - Amazon plans to invest $20 billion in Pennsylvania to expand its cloud computing infrastructure [1] Group 1 - The investment aims to enhance Amazon's cloud services capabilities [1] - This expansion is part of Amazon's broader strategy to strengthen its position in the cloud computing market [1] - The investment is expected to create numerous job opportunities in the region [1]
多家外资机构唱多中国股市 密集调研A股公司
Zheng Quan Shi Bao Wang· 2025-06-09 14:01
Group 1 - Foreign institutions are optimistic about China's economic prospects, with major banks like Goldman Sachs, Morgan Stanley, and Deutsche Bank raising their GDP growth forecasts for 2025 [1][2] - Deutsche Bank has adjusted its 2025 GDP growth forecast for China to 4.7%, citing strong resilience in the service sector and retail, supported by ongoing monetary and fiscal policies [2] - Morgan Stanley and other institutions have also raised their growth predictions, indicating a positive impact from recent government policies aimed at boosting the economy [2] Group 2 - Foreign institutions are increasing their research efforts on A-share companies, particularly in the hard technology sector, with 234 foreign institutions having researched 195 A-share companies since May [6][7] - Notable companies attracting attention include Optoelectronics, Lanke Technology, and Huadian Co., with over 30 foreign institutions conducting in-depth research on them [7] - Companies are focusing on international expansion and innovation, with examples like Huadian Co. ramping up production capabilities in Thailand and Lanke Technology aiming to become a leading chip design company [7] Group 3 - There is a collective bullish sentiment towards the Chinese stock market, driven by improving fundamentals and increased investor confidence [4] - HSBC and Morgan Stanley highlight the potential for increased capital inflows into Chinese stocks, particularly in the technology and consumer sectors [4][5] - High-quality growth and deep value stocks are favored, with a focus on sectors benefiting from policy support and consumer demand [4][5]
暑期招聘高峰将至 这些岗位需求量较大
Yang Shi Xin Wen Ke Hu Duan· 2025-06-09 12:49
Group 1: Job Market Trends - The job market is experiencing a peak in recruitment as summer approaches, driven by the rapid growth in industries like artificial intelligence and cloud computing, which are creating new job opportunities [1] - Internet companies are expanding their recruitment efforts, with Alibaba offering over 3,000 internship positions, and a significant portion of these roles being related to AI technologies [2][8] - Traditional manufacturing companies are also enhancing their workforce training programs to adapt to digital transformation, investing millions in employee training and skill development [5] Group 2: AI and Employment Services - The demand for technology-related talent, particularly in areas like large models, cloud computing, and big data, is at an all-time high, with nearly 90% of summer internship positions related to AI [2] - Educational institutions are leveraging AI to improve employment services, creating databases to match graduates' job preferences with employer needs, thus enhancing job placement accuracy [6][8] - Initiatives like "smart employment" services are being implemented to provide real-time assistance to job seekers, utilizing AI for job matching and resume optimization [8] Group 3: Government Initiatives - Various local governments are increasing the availability of policy-related job positions for recent graduates, with Shanghai announcing around 1,000 new positions across different sectors [9][11] - Measures are being taken to support disadvantaged groups in the job market, including targeted assistance for low-income families and individuals with disabilities [11][12] - The development of county-level economies is providing flexible employment opportunities, such as the formation of "mom rider" groups in rural areas, which cater to local delivery needs while allowing for flexible work hours [12]
预算1.14亿元!河北工业大学近期大批仪器采购意向
仪器信息网· 2025-06-09 08:41
导读: 近日,河北工业大学发布多批政府采购意向,仪器信息网特对其中的仪器设备品目进行梳理,统计出30项仪器设备采购意向, 预算总额1.14亿元。 特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们的推送。 近日, 河北工业大学发布 30 项仪器设备采购意向,预算总额达 1.14亿 元,涉及动汽车与电网互动实验平台、多元 异构变流器灵活交互智慧系统平台 、高压冷喷涂系统、机器人柔性系列激光熔覆系统、燃气超音速火焰喷涂系统 等, 预计采购时间为202 5 年 12 月。 | 版 权 : 本 文 部 分 素 材 源 自 网 络 , 版 权 归 原 作 者 所 有 , 观 点 代 表 作 者 本 人 , 不 代 表 本 号立 场 | 转 载 : 须 本 号 授 权 , 请 联 系 主 编 | | | | 采 | | --- | --- | --- | --- | | 采购 | | 预算 | 购 | | 项目 | 需求概况 | 万元 | 时 | | | | | 间 | | 电动汽车电池 | | | 202 | | 模组与电网互 | 采购电动汽车与电网互动实验平台 ...
国科微拟购买中芯宁波股权;ST宣布裁员5000人;DRAM成品高价恐抑制部分市场采购需求…一周芯闻汇总(6.3-6.8)
芯世相· 2025-06-09 07:20
我是芯片超人花姐,入行20年,有50W+芯片行业粉丝。 有很多不方便公开发公众号的, 关于芯片买卖、关于资源链接等, 我会分享在朋友圈 。 宣传、直播、朋友圈广告等合作需求 扫码加我本人微信 1、国科微:拟购买中芯宁波94.366%股权 股票复牌 行业 风向前瞻 美国将对中国GPU/主板等半导体关税豁免延长至8月31日 一周大事件 美国贸易代表办公室(USTR)宣布,将暂停原定对中国征收25%的301条款关税三个月,这些关税涵盖 GPU、主板和太阳能电池板等芯片和半导 体零部件 。此前,拜登政府将豁免期延长一年,这些零部件的进口税原定于2025年6月1日生效。然而,USTR发布最新声明,将截止日期延长至 2025年8月31日。这意味着多年来潜伏在GPU和主板背后的价格上涨再次被推迟三个月。(集微网) 说好的补贴不给了?美商务部长:正重新谈判《芯片法案》补助金 美东时间6月4日,美国商务部长霍华德·卢特尼克(Howard Lutnick)在国会听证会上表示,特朗普政府正在重新谈判前总统拜登时期向半导体公 司提供的部分补贴,暗示可能会取消或减少部分补贴。(财联社) 摩根士丹利:中国AI GPU自给率2027年将增 ...
5G发牌六周年:赋能千行百业 服务国计民生
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-06-08 22:46
技术标准领跑全球 六年前,我们主动拥抱科技变革,扛起大力发展5G的旗帜,政产学研用一呼百应;六年后,我们实现 了"乡乡通5G",5G移动电话用户数达10.81亿,5G用户普及率超75%,5G应用融入97个国民经济大类中 的86个……5G加快实现规模化应用,信号触达中华大地的山川湖海。六年来,5G不仅无限缩短了人与 人之间的距离,更推动短视频、智能设备、人工智能等新业态新模式快速发展;六年来,5G不仅加速 融入实体经济生产的核心环节,更在10大行业形成了20大典型场景,定义数字时代的新未来! 网络建设蹄疾步稳 政策市场双轮驱动,5G设施建设蹄疾步稳。《5G规模化应用"扬帆"行动升级方案》提出,到2027年 底,5G覆盖广度深度不断拓展,每万人拥有5G基站数达38个,5G网络驻留比超85%,全面支持IPv6技 术。按需推进5G网络向5G-A升级演进,全国地级及以上城市实现5G-A超宽带特性规模覆盖。 我国5G网络能力持续实现跨越式升级,为数字经济发展提供坚实底座。截至目前,我国已提前完成"十 四五"规划确定的5G建设目标,5G基站总数达443.9万个,占移动基站总数的34.9%。这一成果标志着我 国在全球新一代信 ...
1222万大学生毕业,与2000万直播人才缺口
吴晓波频道· 2025-06-08 15:46
点击图片▲立即收听 " 直播间仍然具有不可或缺的兜底价值与逆袭价值:它可以帮助个人与公司以极低成本快速获得流量以及高效变现。 " 文 / 巴九灵(微信公众号:吴晓波频道) 六月,一个散发着感伤与栀子花味的大学生毕业季。 预计今年会有 1222 万 名 大学生毕业,同比增长 43 万人。 尽管其中不少会选择升学、考编、出国,但依然是个庞大而使人生畏的就业数字。 4 月初,中核集团在公众号庆祝 " 收到 1196273 份简历 " 遭到广泛批评。原因是其 " 预计录用人数约 8000 人 " ,近 150 ∶ 1 的收录比揭露了 职 场堰塞湖现象。 4 月份,全国城镇不包含在校生的 16 — 24 岁劳动力失业率为 15.8% ,不包含在校生的 25 — 29 岁劳动力失业率为 7.1% ,不包含在校生的30 —59岁劳动力失业率为4.0%,均连续两个月下降。 就业双选会上的大学生 当庞大的毕业生群体踏入社会,哪些缺口是他们可以发力的方向?小巴 扒拉了一份当前及近年内的人才 缺口表, 今天分享给大家。 由该表观察, 不少行业 或职业 的专业门槛较高, 也一般被视为高薪行业或职业, 比如 AI 、云计算 在内的 I ...