在AI风靡的当下，一些年轻人不再依赖传统团队协作，而是凭借AI强大的生产力与其俘获的超量关注，独自构建起高效的赚钱单元，以一人之力撬动过 去需要整个团队才能完成的商业变现。 当我们中的绝大多数人还在瞭望AI时代的诗和远方之时候，这些超级能赚钱的年轻人凭借一己之力吃上了AI时代的面包。他们在AI的金山上静默地掘 金，精准收割AI时代的红利。 第一次用AI辅助设计的玩具，赚了10万元 （Tatago，39岁，玩具公司产品总监） 2025年年初，我接到了一个文创设计项目。甲方是北方一家动物园，他们计划要给动物园的小动物们设计一批周边文创产品，具体做什么、如何设计，到 打样、实物交付，都打包交给我来策划、执行。 在我们这行，这很正常。只是这次，我想尝试用AI辅助设计。那段时间，我在社交媒体上频繁刷到设计师同行用ChatGPT辅助产品设计和落地。看得多 了，我也想试着这么去做，隐约地，我感觉说不定还能探索出未来创业的方向。 经过两天的思虑，我决定尝试设计一款以鹦鹉为原型的儿童面具。普通的毛绒玩具和徽章太常见了，鹦鹉外形艳丽，面具款式独特，在我的理解中，孩子 们来到动物园，购买并佩戴了这款面具之后，可以发挥想象，假装自己 ...

答:今年以来公司积极布局海外市场，参加多场行业大型展 会，建设海外营销网点，逐步覆盖全球所有的经济较发达地区，增 加销售人员数量，有力提升公司的品牌知名度和市场影响力，为公 司长期发展提供保障。 证券代码：301391 证券简称：卡莱特 卡莱特云科技股份有限公司 投资者关系活动记录表 编号：2025 -001 | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | | --- | --- | --- | | | ☐媒体采访 | 业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | | ☐现场参观 | | | | ☐其他（请文字说明其他活动内容） | | | 参与单位名称及人员姓名 | 线上参与公司2024年度及2025年第一季度业绩说明会的全体投资者 | | | 时间 | 2025年05月13日 15:00-17:00 | | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | | 董事长、总经理 周锦志 | | | | 董事会秘书 刘锐 | | | 上市公司接待人员姓名 | 财务总监 劳雁娥 | | | | 独立董事 张忠培 | | | | ...

Group 1 - More institutions have upgraded their ratings for Chinese stocks and recommended increasing holdings in Chinese technology stocks [1][7] - TS Lombard's Dario Perkins noted that the current market enthusiasm is based on the reversal of previous tariff policies rather than new support measures [2] - UBS has raised its rating for Chinese technology stocks to "attractive," citing China's efforts towards technological self-sufficiency, particularly in AI and semiconductors [8][9] Group 2 - The Nikkei 225 index opened higher and quickly expanded its gains, with significant increases in major companies like Toyota and SoftBank [4] - The Hang Seng Index and other major Asia-Pacific indices experienced fluctuations, with the Hang Seng Index opening down slightly [9] - UBS expects a 30% profit growth for the technology sector in China this year, driven by advancements in AI and semiconductor innovation [9]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本文 综合自电子时报等 ，谢谢。 据digitimes引述供应链消息透露，NVIDIA遭遇多方危机，甚至因H20降规芯片禁销中国，而不得 不在季报中认列55亿美元损失后，首席执行官黄仁勋不仅于美中双边奔走，希望将冲击降至最 低，期能让美国政府回心转意放宽AI禁令限制。 同时，市场传出，为维持稳定获利表现，NVIDIA近期几乎「全线产品」都调涨官方报价，并放行 合作伙伴同步调升价格。 如华硕RTX 5090高阶显示卡年初上市至今，已拉升至新台币9万元，近日通路价格再大涨至10万 元，涨幅逾1成，同时也调涨H200/B200等GPU模组与伺服器价格。 以此来看，加上中国以外AI芯片需求依旧强劲，CSP大厂仍持续扩大资本支出，NVIDIA月底财报 表现应可在财测内，缴出优异获利成绩。 4月以来美国总统川普（Donald Trump）发动对等关税，以及进一步收紧AI芯片禁令等政策，直 接封杀NVIDIA的H20降规芯片输往中国后，NVIDIA首当其冲成为超大的箭靶。 黄仁勋倾尽全力拆弹，力图将冲击降至最低。 除迅速回应川普的「美国制造回流」大计，宣布4年内与台积电、鸿海 ...

Core Viewpoint - The article discusses the negative implications of the AI arms race in recruitment, highlighting the challenges faced by employers and job seekers due to the misuse of AI in the hiring process [1][2]. Group 1: Employer Challenges - Employers are overwhelmed by a surge of job applications generated by AI, leading to increased rejection rates and difficulties in identifying the best candidates [1]. - Many large employers have adopted a "zero tolerance" policy towards the use of AI by job seekers, despite having initially implemented AI tools to enhance efficiency and fairness in recruitment [1]. - The introduction of AI-driven video interviews has created a stressful and often humiliating experience for candidates, which has led some to resort to using generative AI to navigate the interview process [1]. Group 2: Job Seeker Experience - Job seekers, particularly younger individuals, find AI-driven recruitment tools confusing and degrading, with some expressing that the experience is demoralizing [1]. - A significant portion of job seekers are using paid AI tools to enhance their performance in the application process, with a survey indicating that 31% of male candidates and 18% of female candidates have utilized such tools [2]. Group 3: Potential Solutions - Some online assessment tools are reportedly more resistant to AI manipulation, but there is a consensus that in-person interviews are more effective than online assessments [2]. - Employers are considering reverting to early-stage in-person interviews to mitigate the challenges posed by AI in the recruitment process, despite potential sacrifices in fairness and consistency [2].

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 从市场方面来看，2024年半导体市场整体表现强于2023年，一方面2022年下半年到2023年的去库存 告一段落，行业企业普遍恢复产能补库存；另一方面，生成式人工智能（AI）和高性能计算 （HPC）推动了尖端逻辑和存储领域的进步；同时汽车电子及新能源对IGBT功率器件的需求拉动 明显，物联网 和电力电子领域为主流节点的持续扩张保驾护航。 根据世界半导体贸易统计组织WSTS统计的数据显示，2024年全球半导体市场销售额达到了6276亿 美元，与2023年相比，实现了19.1%的显著增长，2025年人工智能热潮仍将持续，并带动半导体市 场快速发展。 重要会议： 2025势银（第五届）光刻材料产业大会（ 7月8日-10日，安徽·合肥） 点此报名 添加文末微信，加 光刻胶 群 光刻工艺是半导体晶圆加工中电路布图的关键步骤，而光刻胶是光刻工艺必不可缺的重要材料。根 据半导体光刻胶的不同应用，可以将其分为紫外全谱、g/i线光刻胶、KrF光刻胶、ArF ...

作者 胡群 瑞银财富管理投资总监办公室（CIO）5月12日发表了一篇关于中国人工智能（AI）价值链的报告解 读，指出中国正在加速实现AI领域的自立自强，同时算力本土化将带来巨大的市场机遇，并预测中国 AI算力本土化市场将在未来五年内激增，规模高达810亿美元。 报告将AI价值链划分为三个层级：赋能层、智能层和应用层，并分别评估了中国在各个层级的自主发 展现状。 赋能层：进展显著，半导体领域仍需突破 赋能层为AI发展提供基础设施支撑，包括半导体生产、芯片设计、云计算、数据中心及电力供应等。 CIO指出，尽管中国在部分领域已取得进展，例如在工业AI资本支出相关的电力和资源组件制造方面已 基本实现自立自强，但在关键的半导体供应链方面，仍受制于美国及其贸易伙伴。 报告特别提到，在高带宽内存（HBM）领域，中国目前仍依赖海外供应商。然而，面对日益严格的出 口限制，中国企业正积极寻求替代方案，并加大投资力度。这表明中国在关键技术领域正努力追赶，尽 管可能需要在性能上做出一定妥协。 胡群 金融市场研究院院长 主要关注银行、消费金融领域市场动态。 算力本土化：地缘政治驱动下的810亿美元蓝海 CIO预测，AI算力将成为中国A ...

Investment Rating - The investment rating for the construction materials industry is "Positive" (maintained) [1] Core Viewpoints - The central theme of the report emphasizes that the recent reduction in the reserve requirement ratio and interest rates by the central bank is expected to stabilize the real estate market, thereby creating investment opportunities in the construction materials sector. The measures aim to support rigid housing demand and alleviate the financial burden on homebuyers, which could lead to a recovery in construction materials demand [3][4]. Summary by Sections Market Overview - The construction materials index increased by 2.55% during the week of May 5 to May 9, outperforming the CSI 300 index by 0.55 percentage points. Over the past three months, the construction materials index rose by 1.77%, while the CSI 300 index fell by 1.88%, indicating a 3.65 percentage point outperformance [5][14]. - In the past year, the CSI 300 index increased by 4.91%, whereas the construction materials index decreased by 4.27%, resulting in a 9.18 percentage point underperformance [5][14]. Cement Sector - As of May 9, the average price of P.O42.5 bulk cement nationwide was 323.68 yuan/ton, reflecting a 2.75% decrease from the previous period. The clinker inventory ratio was 63.24%, down by 0.56 percentage points [7][24]. - Regional price trends showed mixed results, with Northeast China experiencing a 5.83% increase, while other regions like East China saw a decrease of 6.84% [24]. Glass Sector - The average price of float glass as of May 9 was 1319.00 yuan/ton, down by 0.90%. The inventory of float glass increased by 199 million weight boxes, marking a 3.54% rise [7][84]. - The average price of photovoltaic glass was 135.16 yuan/weight box, reflecting a 2.81% decrease [87]. Fiberglass Sector - The report highlights that the fiberglass sector is gaining attention, particularly in relation to applications in 5G communication and AI, with companies like China Jushi being recommended [4]. Consumer Building Materials - The report recommends several companies in the consumer building materials sector, including Sankeshu (for channel expansion) and Dongfang Yuhong (for waterproofing) [4]. Valuation Metrics - As of May 9, the average price-to-earnings (PE) ratio for the construction materials sector was 26.28 times, ranking it 17th lowest among all A-share industries. The price-to-book (PB) ratio was 1.11 times, ranking it 5th lowest [20][23].

Core Points - The proposed budget cuts by President Trump for the fiscal year 2026 represent unprecedented reductions in federal science funding, which could have immeasurable impacts on American science [1][4][18] - The budget proposal suggests a disproportionate reduction in federal science funding, with significant cuts to key agencies such as NSF, NIH, and EPA [1][7][9][15] Federal Science Funding Cuts - The overall non-defense spending is set to decrease by 23%, with the National Science Foundation (NSF) facing a 56% budget cut, the National Institutes of Health (NIH) budget reduced by approximately 40%, and the Environmental Protection Agency (EPA) budget cut by 55% [1][7][9][15] - The NSF's budget will drop by about $5 billion compared to 2024, primarily affecting climate science and clean energy projects [7] - NIH's budget is proposed to decrease from $48 billion in 2025 to $27 billion in 2026, marking the most severe cut in its history [9] Impacts on Specific Agencies - The NIH will consolidate its 27 institutes and centers into five new focus areas, eliminating funding for minority health and international research [10] - The CDC's budget is expected to be reduced by one-third, impacting chronic disease prevention programs [11] - NASA's budget will decrease by 24.3% to $18.8 billion, with significant cuts to its science departments and climate monitoring projects [12][13] - The Department of Energy (DoE) will see a nearly $5 billion reduction, particularly affecting climate science and clean energy research [14] - The EPA's budget will drop to $4.2 billion, with major cuts to environmental research and the dissolution of its Office of Research and Development [15] Congressional Response - The final federal budget will be determined by Congress, but there are indications that many members may support Trump's proposals [3][18] - Concerns have been raised by scientific policy experts regarding the long-term implications of these cuts on the future of American science and the message it sends to young scientists [4][18]

Group 1: Company Performance - NXP reported Q1 revenue of $2.84 billion, a year-over-year decline of 9% and a quarter-over-quarter decline of 9% [1] - Following the earnings report, NXP's stock price dropped over 7% in after-hours trading, resulting in a market value loss of approximately $4.5 billion [1] - The company announced the retirement of CEO Kurt Sievers at the end of the year, with Rafael Sotomayor set to take over [1] Group 2: Market Conditions - The global automotive and industrial chip market has been experiencing a downturn since 2024, with companies facing challenges in inventory clearance [1][2] - The global automotive chip inventory turnover period has extended by 30%-50% year-over-year due to a significant drop in demand from automakers [2] Group 3: Strategic Moves - NXP made notable strategic moves, including a $307 million acquisition of AI chip startup Kinara Inc. and the launch of the new S32K5 series MCU, which features embedded MRAM technology [4][5] - The acquisition of Kinara is part of NXP's broader strategy to enhance its AI capabilities and provide a comprehensive AI platform [5] - NXP's focus remains on enhancing automotive and industrial communication capabilities through edge AI tools [5][6] Group 4: Industry Trends - The automotive communication market is undergoing significant changes, driven by the evolution of the automotive concept and increasing demands for computing power and integration in vehicle communication chips [7] - The shift towards software-defined vehicles (SDVs) necessitates a deep integration of communication chips and computing units, testing manufacturers' full-stack capabilities [8]