这一交易价格较三个月前公布的"不超过2亿元"预案大幅提升，标的公司评估增值率高达467.34%。 不过最终投资金额和持股比例尚未确定，交易完成后，上海类比预计将成为公司的参股公司，不涉及股权变更。 星标 ★ IPO日报 精彩文章第一时间推送 6月23日晚间，国内电源管理芯片设计企业上海雅创电子集团股份有限公司（下称"雅创电子"、"上市公司"）发布公告，宣布拟以自有及自筹资金2.98亿 元收购上海类比半导体技术有限公司（下称"上海类比"、"标的公司"）37.0337%股权。 AI制图 业绩亮眼 雅创电子此次收购并非偶然，而是其从分销商向芯片设计厂商战略转型的关键落子。 上市公司起步于电子元器件分销业务，2019年收购韩国Tamul电源管理IC（Integrated Circuit，缩写IC）业务后，正式进入芯片设计领域。 此后公司开启系列并购，其中在2022年以2.4亿元收购欧创芯60%股权，2023年至2024年，分批次收购威雅利电子87.76%股权。通过"自研+并购"双轮驱 动，公司逐步构建模拟芯片设计能力。 目前，雅创电子自研IC业务已形成四大产品线，分别为马达驱动IC、LED驱动IC、LDO及DC-DC ...

（文/观察者网周盛明 编辑/高莘）当地时间6月22日，特斯拉的Robotaxi（无人驾驶出租车）正式在美国 得克萨斯州奥斯汀市开始运营。 特斯拉Robotaxi 路透社 值得注意的是，特斯拉对于Robotaxi的运营显现出极大的谨慎。目前，叫车需要下载特斯拉Robotaxi App，App目前仅对特斯拉邀请的媒体和网红开放，首批受邀用户仅20人左右。 据悉，首批投入运营的特斯拉Robotaxi车队有35辆，全部为特斯拉的Model Y。目前，该服务仅在奥斯 汀南部的一小片区域开放叫车服务，价格统一为4.2美元/单（约合人民币30元），运营时间为早上6点 至晚上12点。 特斯拉Robotaxi运营范围 社交媒体X 乘客在上车后需要落座后排，在点击后排屏幕上的"开始行程"按钮后，车辆会按照导航行驶。通过 Robotaxi App，乘客可以调节空调、座椅，后排屏幕也有音乐、视频等流媒体内容供乘客观看。 特斯拉Robotaxi一次收费4.2美元（约合人民币30元） 社交媒体X 为了确保安全，特斯拉此次运营不允许搭载18岁以下的乘客，并且副驾驶还配备了一名人类安全员。 特斯拉Robotaxi配备副驾驶安全员 社交媒体X ...

智通财经6月25日电，午后指数持续走强，沪指涨0.6%，创下年内新高；创业板指拉升涨近2%，深成指 拉升涨近1%。大金融、军工、半导体芯片、数字货币等方向涨幅居前，沪深京三市上涨个股近2900 只。 大金融持续走强 沪指创下年内新高 ...

稀土矿（资料图） 据央视新闻消息，当地时间6月19日，俄罗斯联邦储蓄银行董事会主席兼首席执行官格列夫表示，在俄美关系缓和的背景 下，该行正与美国合作伙伴举行会谈，但目前仅是"试探性接触"。至于具体合作项目，"暂无任何计划"。格列夫还称，俄 罗斯银行业整体状况"不错"，目前"未见任何银行危机迹象"，但承认年度利润将有所下滑。2022年4月，美国对俄罗斯联 邦储蓄银行实施全面封锁制裁，冻结其在美资产，并禁止美公民与其进行金融往来。 俄罗斯联邦储蓄银行董事会主席兼首席执行官格列夫（资料图） 俄罗斯联邦矿产开发署署长奥列格·卡扎诺夫在圣彼得堡国际经济论坛前夕接受卫星通讯社采访时表示，洛沃泽罗和托姆 托尔矿不仅能够为俄罗斯，还能为全世界提供稀土金属。他指出，俄罗斯 2,850 万吨稀土金属储量中 1,100 万吨集中在两 个矿：位于摩尔曼斯克州的洛沃泽罗矿（700 万吨）和位于雅库特的托姆托尔矿（400 万吨）。此之，还存在未分配资源 区块以及技术成因原料矿源，这些均未计入俄罗斯已探明的 2,850 万吨储量之中"。 开发署署长卡扎诺夫强调，目前俄方已经探明了2850万吨稀土储量，而这还不包含未分配的资源区块，以及技术 ...

1.【新财富500创富榜：芯片、AI、机器人成造富热门赛道】2025新财富500创富榜今天发布，TMT 赛道强势上榜110人，比去年大幅扩容22人，相关企业家总财富高达3.34万亿元，占上榜人总财富的 1/4。创富红利主要来自三大领域：芯片、人工智能、消费电子。今年上榜的芯片产业链企业家高达 36位，占比为7%。AI的兴起，推动国产芯片、AI大模型、AI算力、汽车智能化、低空经济、具身智 能、消费电子等赛道成为榜单上的新晋力量。AI算力领域，润泽科技周超男的身家高达410亿元，成 为河北女首富；机器人领域，宇树科技的王兴兴今年首次上榜，生产工业机器人的埃斯顿，其创始人 吴波也以66.5亿元身家上榜。（证券时报） 2.【全球最大具身智能数据工厂在天津投用】位于天津市河西区空天数字产业园的"帕西尼具身智能 超级数据工厂"（Super EID Factory）昨日（6月23日）正式投入运营。这座占地12000平方米 的"具身智能数据枢纽"由帕西尼感知科技（深圳）有限公司投资建设，作为目前全球范围规模最大、 数据采集体量领先的具身智能数据采集与模型训练基地，旨在破解制约具身智能发展的核心瓶颈—— 高质量数据集稀缺问题 ...

Group 1 - A-shares showed a positive trend on June 25, with active performance in some chip stocks, particularly the chip ETF Tianhong (159310) which saw a peak increase of 0.7% before retreating [1] - The Tianhong chip ETF experienced a net inflow of over 54 million yuan yesterday, leading in net inflow rates over the past 5, 10, 20, and 60 days compared to similar products [1] - The latest circulation scale of the Tianhong chip ETF reached 1.028 billion yuan, making it the largest among similar products in the Shenzhen market [1] Group 2 - According to Tianfeng Securities, the global semiconductor market is expected to maintain an optimistic growth trajectory through 2025, driven by AI [2] - The design sector, particularly storage, foundry SoC, ASIC, and CIS, is recommended for attention due to performance elasticity in Q2 [2] - Companies producing AISoC chips are anticipated to benefit from the increasing penetration of AI hardware, with Q1 results already reflecting significant growth [2]

Group 1 - Xiaomi has applied for the trademark "XRING O2," indicating potential development of its second-generation flagship chip, "玄戒O2" [1] - The first-generation flagship SoC, "玄戒O1," was launched in May 2023, utilizing a 3nm process with ARM's latest CPU and GPU architectures [1] - Xiaomi's president, Lu Weibing, stated that flagship chips are challenging to develop and will primarily be used in flagship products, emphasizing the importance of chip capabilities for long-term differentiation [1] Group 2 - A Xiaomi store in Shanghai reported limited availability of the Xiaomi 15S Pro, which features the "玄戒O1" chip, with only two units in stock for the second batch [2] - Recent U.S. export controls on EDA tools to China may impact domestic chip design firms, as they may not receive further updates after existing contracts expire [2] - Despite the export restrictions, existing EDA/IP tools can still be used, but firms may face challenges in maintenance and support [2]

Core Insights - The report from CITIC Securities indicates that mainstream storage and niche DRAM prices are rising, with expectations for revenue growth among major storage manufacturers in Q2 2025 and a profitability turning point for storage module manufacturers [1] - It is anticipated that storage prices will maintain an upward trend in Q3 2025, particularly for DDR4 and DDR5 memory [3] Price Review - DRAM prices have shown a moderate increase for DDR5, while DDR4 prices have surged due to accelerated production cuts by manufacturers, with DDR5 contract prices rising approximately 2% and DDR4 prices increasing by 30% on average in May [1][2] - The average price increase for DDR4 8/16Gb chips in May exceeded 30% due to urgent procurement by downstream customers [1] NAND Flash Market - The reduction in production by manufacturers has led to a mild increase in NAND Flash prices, with TLC wafer prices rising by 6% to 14% in March, and SSD prices following suit [2] - Demand for enterprise SSDs continues to rise, particularly from North American CSP manufacturers [2] Price Outlook - For Q3 2025, DDR5 and NAND prices are expected to rise moderately, while DDR4 prices are projected to increase by 8% to 13% [3] - TrendForce forecasts that DDR4 PC/server memory module prices will rise by 18% to 23% and 8% to 13% respectively in Q3 2025 [3] - NAND Flash wafer prices are expected to increase by 3% to 8% in Q2 and 5% to 10% in Q3 2025 [3] Module Pricing - DDR5 memory prices have remained stable, while DDR4 prices have surged by 20% to 64% in the industry and channel markets [2] - SSD prices have seen a slight decline of 3% to 0% in the same period, while mobile storage prices have increased moderately by 0% to 14% [2]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market updates such as suspensions, increases or decreases in holdings, investment wins, acquisitions, earnings reports, unlocks, and high transfers, marked in red for easy identification [1] - A company has provided digital RMB services to nearly 15,000 single merchants as of the end of last year, focusing on digital currency, blockchain, domestic chips, cross-border payments, multimodal AI, cloud computing, and Huawei's HarmonyOS [1] - Another company is involved in solid-state batteries, lithium batteries, and drones, with existing orders for solid-state battery and key material businesses [1] - A robotics subsidiary of a company is engaged in humanoid robots, autonomous driving, and chips, with products applicable in service robots and humanoid robot sectors [1]

AI的扩散效应同样重塑互联网巨头价值。在AI叙事带动下，腾讯董事会主席兼首席执行官马化 腾、 阿里巴巴 创始人马云、 网易 公司首席执行官兼董事丁磊等财富值均明显提升，分列第 三位、第七位、第九位。 从产业分布来看， TMT（数字新媒体产业）、医药生物、日用消费 成为创富前三大赛道。 6月24日，2025年《新财富》杂志"500创富榜"（以下简称"榜单"）正式发布。 从榜单前20强来看，AI成为榜单变化的核心引擎。其中，字节跳动创始人张一鸣首次问鼎， 其财富主要来自字节跳动21%的股权。目前，字节跳动旗下AI应用矩阵表现亮眼——豆包、 即梦、豆包爱学三款产品均跻身国内月活前十原生AI应用，推动公司估值逐步攀升。 AI的造富效应还体现在梁文锋身上。作为深度求索（DeepSeek）创始人，梁文锋首次上榜即 闯入前十。 以上观点来自相关机构，不代表天天基金的观点，不对观点的准确性和完整性做任何保证。 收益率数据仅供参考，过往业绩和走势风格不预示未来表现，不构成投资建议。转引的相关 点击阅读原文，填写问卷领红包 分享、点赞、在看 顺手三连越来越有钱 其中，TMT行业独领风骚，以110人上榜、总财富3.34万亿元的绝对 ...