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可控核聚变成资本新宠 “人造太阳”商业化渐近
Zhong Guo Jing Ying Bao· 2025-08-08 19:55
中经记者 张英英 吴可仲 北京报道 被称为"人造太阳"的可控核聚变,正成为资本竞逐的"风口"。 8月1日,成立仅4个月的诺瓦聚变能源科技(上海)有限公司(以下简称"诺瓦聚变") 宣布完成5亿元 天使轮融资,创下国内民营核聚变公司单笔融资纪录。 而在数日之前的7月22日,中国聚变能源有限公司(以下简称"聚变能源")正式挂牌。这家核聚变"国家 队"企业得到中核集团、中国核电、浙江电力、昆仑资本、上海聚变、国绿基金和四川聚变的战略投 资,总额高达114.92亿元。 过去,核聚变曾被调侃"永远还需20年甚至50年"。如今,在资本、政策和技术助推之下,核聚变产业已 进入商业化探索的新阶段,在国内已经形成"国家队"和"民营队"并举发展的新格局。 诺瓦聚变创始人之一周健在接受《中国经营报》记者采访时表示,核聚变被认为是人类的"终极能源", 近年来引起社会广泛关注,原因包括:一是以美国为代表的商业聚变公司在研发投入、技术成果、商业 化目标设定上更为领先,推动了全球竞争加速;二是2021年后中国民营聚变企业陆续成立,资本与政府 的认知从科研转向产业化;三是中央和地方在政策层面加大了对核聚变未来产业的支持力度;四是受 AI等耗能 ...
X @TechCrunch
TechCrunch· 2025-08-08 19:44
RIP Microsoft Lens, a simple little app that's getting replaced by AI | TechCrunch https://t.co/eK0GKWMVeE ...
GPT-5 Full Breakdown! (Everything You Need to Know)
Matthew Berman· 2025-08-08 19:06
GPT5 is finally here. I am lucky enough to have been testing it over the last week. And yes, it is truly an incredible model.Let me just break down everything you need to know about this model. So, here's the blog post. Our smartest, fastest, and most useful model yet with built-in thinking that puts expert level intelligence in everyone's hand.Now, the first thing you're going to notice about this model is it is a hybrid model. It has both thinking and non-thinking versions built into the same exact model. ...
Intel CEO Has Hard Task, Bokeh’s Forrest Says
Bloomberg Technology· 2025-08-08 18:59
You do have exposure to Intel. I'm interested in your perspective on what they now need to do in terms of turning the narrative. Sure.Well, this is just kind of a distraction. The whole CEO thing he's in. I'm sure the board thoroughly looked at him.So I'm going to move on from that. But he is there because the last several CEOs have just kind of worn down the bright, shining star that is Intel. And he is trying to find his way and trying to find where Intel should play.And I think it's pretty clear that he' ...
Apple is just not getting the credit for what they’re doing in AI, says Deepwater's Gene Munster
CNBC Television· 2025-08-08 18:57
Joining me now is Deepwater Asset Management's Gan Monster. Gan, great to see you. We kind of uh are hiding the uh the lead here in terms of what big tech stock in particular you think GPT5 is going to make a difference for.Do the big reveal. >> It's Apple Aman. And the reason is that uh ultimately that the company's just not getting the credit for what they're doing in AI.And I'll take a quick step back here when we look at the context of what Sam is announcing today versus what it means to Apple and Apple ...
三大指数窄幅震荡 A股市场中期向好趋势不变
Shang Hai Zheng Quan Bao· 2025-08-08 18:55
◎记者 李雨琪 8月8日,A股三大指数窄幅震荡,盘中一度集体翻红,收盘均小幅下跌。截至收盘,上证指数报3635.13 点,跌0.12%;深证成指报11128.67点,跌0.26%;创业板指报2333.96点,跌0.38%。沪深两市全天成交 额17102亿元,较前一个交易日缩量1153亿元。 盘面上,全市场超2400只个股上涨,热点较为分散。基建概念股午后强势拉升,八一钢铁、天山股份等 涨停;脑机接口概念盘中走强,赛诺医疗以20%幅度涨停;商业航天板块持续活跃,航天科技收获4天3 板;电力股震荡反弹,华光环能4连板、华银电力涨停。 商业航天板块持续活跃 昨日,商业航天概念延续活跃走势,国机精工走出5连板,航天科技收获4天3板。截至收盘,飞沃科技 以20%幅度涨停,华光新材、航天智装涨超10%,上海沪工、上海港湾等涨停。 技术应用层面,中国科学院网站显示,日前,中国科学院脑科学与智能技术卓越创新中心联合复旦大学 附属华山医院及相关企业合作,成功开展中国首例植入式脑机接口前瞻性临床试验。 脑机接口行业有望进入高速发展期。《脑机接口技术发展现状及未来展望》显示,到2030年全球脑机接 口市场规模将达约70亿美元,20 ...
The sectoral tariffs have yet to work through, says Wells Fargo's Paul Christopher
CNBC Television· 2025-08-08 18:40
Joining me now is Paul Christopher. He's head of global investment strategy at Wells Fargo Investment Institute. Great to see you.Thanks for being here, Paul. The question for you is uh I guess two things, right. One is why has that trend flipped.And two is how long is it going to last. >> Well, yeah, this the second question, that's your $64,000 question, but let me take a tackle the first one first. Uh we it's not unusual during a rally to see the market pause for a time when they start to get evidence of ...
10 years of Alphabet: Analysts weigh the sum of its parts
CNBC Television· 2025-08-08 18:35
10 years ago this weekend, Google reorganized under a new parent company called Alphabet, combining its moonshot businesses with its search and YouTube businesses. Mackenzie Seagalo says more in tech today's tech check. Uh it's 10 years, but it feels like only a decade.And investors are pretty bullish going into that 10-year anniversary weekend with shares firmly in the black year to date. Even as it stares down, a DOJ remedies decision that could land any day. One that might crack the door to breaking up t ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-08-08 18:02
Grok is the smartest AI in the worldElon Muskhttps://t.co/7Tc3uMTTN8 ...
走进交个朋友&网易云商,看AI如何为品牌增长铺路搭桥
Sou Hu Cai Jing· 2025-08-08 17:56
用AI修一条"直播运营"的高速公路 直播电商的本质是效率竞赛,但长期以来,这场竞赛更多靠人海战术与经验堆积。 交个朋友自2020年罗永浩抖音首秀起步后,2022年开始1+N直播模式,建立垂类直播账号矩阵,如今,在抖音、淘宝两个主账号外,全网直播间60+,覆盖 粉丝数1亿+。 这么庞大的业务体量,全靠人是无法支持的。 头图 | 虎嗅智库 当交个朋友的双数字人直播间带货达5500万,WeShop唯象为垂类电商平台一周搞定7万张清仓图,网易云商帮王府井门店客服每天节省4-6h,凌迪科技让某 成衣品牌打样成本直降三成......AI不再只是试点,已经真正落地核心业务,并取得成效。 当前,企业面临的关键问题已经不是要不要用AI,而是如何用好AI? 7月29日-30日,虎嗅智库第二期汇聚以上四家领先企业的一线操盘手,聚焦营销服环节的流量、成本、增长等难题,通过拆解真实案例和前沿技术讲解,梳 理出一条贯穿"内容生成、运营提效、交易转化、生产变革"的AI电商营销服实战路径。 出品 | 虎嗅智库 早期,交个朋友借助一些低代码平台支撑系统运转,但效果有限,无法梳理出标准化业务流程、不能沉淀数据,而且因为系统线操作分散,用户体验也 ...