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亚马逊拟在宾夕法尼亚州投资200亿美元用于AI和云计算;周鸿祎解读DeepSeek更新:中美AI实力已经势均力敌丨AIGC日报
创业邦· 2025-06-10 00:08
1.【 阿里千问3全球下载量破千万 】6月9日消息,记者获悉,阿里通义千问3大模型开源一个月全球 累计下载量突破1250万。在Hugging Face、魔搭社区和Ollama等主流AI开源平台上,千问3的 0.6B、8B、30B和32B四种尺寸模型下载量均突破百万。Hugging Face数据还显示,千问系列衍生 模型数量已超13万个,位列全球第一。(界面新闻) 2. 【Canalys:预计2025年AI手机渗透率将达到34%】 6月9日消息, Canalys预计2025年AI手机 渗透率将达到34%,端侧模型的精简以及芯片算力的升级将进一步助推AI手机向中端价位段渗透。 2025年芯片厂商发布的新款次旗舰SoC已经具备了流畅运行端侧大模型的能力,Deepseek的出现也 在很大程度上降低了大模型对于芯片算力的开销,在这两大因素的共同作用下,2025-2026年AI手 机仍预计会保持高速渗透的趋势。(科创板日报) 3. 【周鸿祎解读DeepSeek更新:中美AI实力已经势均力敌】360公司创始人周鸿祎6月9日发文解读 DeepSeek更新。他表示,此次DeepSeek-R1模型的小版本更新,使得DeepSee ...
Microsoft Vs. Nintendo Handheld Gaming Console Includes Nvidia Vs.
Benzinga· 2025-06-09 22:03
Core Viewpoint - Microsoft is entering the handheld gaming console market with the launch of the ROG Xbox Ally and ROG Xbox Ally X, aiming to compete with Nintendo's recently released Switch 2 [1][2]. Group 1: Product Launch and Features - The ROG Xbox Ally handhelds will enable cross-device gameplay, allowing gamers to play "anytime, anywhere, on any device" [2]. - The ROG Xbox Ally X will feature the AMD Ryzen AI Z2 Extreme processor, while the standard ROG Xbox Ally will use the AMD Ryzen Z2 processor [4]. - The Nintendo Switch 2 utilizes a chip from NVIDIA, a leader in AI chips and GPUs, highlighting a key difference in hardware between the two consoles [4]. Group 2: Market Context and Competition - Nintendo has historically dominated the handheld market with successful consoles like the Game Boy, Nintendo DS, and Nintendo Switch [3]. - Microsoft aims to capture market share in both physical and handheld console segments, intensifying competition with Nintendo starting in 2025 [6]. - The new Microsoft handhelds are expected to launch in time for the holiday season in 2025, which is a peak shopping period for gaming consoles [5]. Group 3: Strategic Partnerships - Microsoft has partnered with Roblox to make its games playable natively on the new handhelds, marking a significant development for both companies [4]. Group 4: Financial Performance - Microsoft stock closed at $472.75, up 0.50%, and reached an all-time high of $473.43 during intraday trading, reflecting a 13% increase year-to-date in 2025 [6].
2 No-Brainer Nuclear Stocks to Buy With $100 Right Now
The Motley Fool· 2025-06-09 22:00
Cameco and NuScale Power could deliver multibagger gains over the next decade.Nuclear energy might not seem like a thrilling market for growth-oriented investors. It's dominated by slow-growth energy giants like Duke Energy and NextEra Energy, and the global nuclear power market might only expand at a compound annual growth rate (CAGR) of 2.9% from 2024 to 2029, according to Markets and Markets.However, geopolitical conflicts in fossil fuel regions, green energy initiatives, and the expansion of power-hungr ...
Amazon Announces $20 Billion Cloud/AI Project in Pennsylvania
PYMNTS.com· 2025-06-09 17:43
Amazon is investing at least $20 billion in Pennsylvania to expand its data center infrastructure.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The new investment, announced Monday (June 9), is aimed at bolsterin ...
Should You Hold Onto American Tower Stock in Your Portfolio for Now?
ZACKS· 2025-06-09 16:25
Key Takeaways AMT saw strong Q1 2025 growth, with tenant billings up 5.2% and data center revenues rising 8.4% Legacy Sprint lease churn is pressuring U.S. revenues, with sub-4% growth expected through Q3 2025 AMT holds $11.7B in liquidity, but $36.86B in debt and high rates pose funding and expansion risksAmerican Tower Corporation (AMT) owns an extensive portfolio of around 149,000 communication sites globally, complemented by a network of well-connected U.S. data center facilities. This positions the c ...
【公告全知道】创新药+减肥药+AI医药!这家公司目前已经建成多个创新药自主研发平台
财联社· 2025-06-09 14:34
①创新药+减肥药+AI医药!这家公司目前已经建成多个创新药自主研发平台;②云计算+数字货币+区块链 +移动支付+智谱AI+华为!这家公司与五大行及商业银行完成数字人民币系统的对接和开发;③机器人+国 企改革!公司筹划重大资产重组聚焦清洁能源发电业务。 每周日至每周四推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前寻找到投资热点, 防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 前言 ...
3 Security Stocks to Buy From a Thriving Industry Trend
ZACKS· 2025-06-09 14:01
Industry Overview - The Zacks Security industry is experiencing strong demand for cybersecurity products due to the increasing need for secure networks and cloud-based applications, particularly in hybrid work environments [1] - The surge in demand is driven by a significant rise in data breaches, leading companies to seek comprehensive IT security solutions [1] - The industry encompasses both on-premise and cloud-based security solutions, including identity access management, infrastructure protection, integrated risk management, malware analysis, and Internet traffic management [3] Major Trends - Rising cyber threats are escalating the need for robust security solutions, impacting not only individual companies but also national security [4] - The shift towards digital transformation and cloud migration is driving demand for cybersecurity solutions across various sectors, including education, healthcare, and entertainment [5] - Macroeconomic headwinds and geopolitical issues may lead enterprises to delay significant IT investments, potentially affecting the security market in the short term [6] Company Performance - Companies like CyberArk Software, Okta, and Qualys are benefiting from the trends in the cybersecurity market [2] - CyberArk Software is experiencing growth due to rising demand for privileged access security solutions, with a strong presence across various sectors [21] - Qualys is well-positioned to navigate market challenges with its diverse customer base and continuous innovation in information security solutions [28] - Okta's identity security solutions are gaining traction as organizations adopt digital transformation strategies, serving approximately 20,000 customers [33] Financial Outlook - The Zacks Security industry holds a Zacks Industry Rank of 19, placing it among the top 8% of nearly 250 Zacks industries, indicating solid near-term prospects [8] - The industry's bottom-line estimate for 2025 has increased to $1.45 from $1.35, reflecting analysts' optimism about earnings growth potential [10] - Over the past year, the Zacks Security industry has outperformed the broader Zacks Computer and Technology sector and the S&P 500, with a return of 38.3% compared to 11.8% and 11.9% respectively [13] Valuation Metrics - The industry is currently trading at a forward 12-month price-to-sales ratio of 14.77, significantly higher than the S&P 500's 5.12 and the sector's 6.37 [16] - Over the last five years, the industry's price-to-sales ratio has ranged from a high of 19.36X to a low of 6.92X, with a median of 12.56X [17]
ETFs to Surge as Microsoft Tops $3.5T, Reclaims Top Spot
ZACKS· 2025-06-09 14:01
Microsoft (MSFT) soared to a historic high, lifting its market capitalization to approximately $3.5???trillion, overtaking NVIDIA (NVDA), which reclaimed the top position last week and currently has a market cap of $3.47 trillion. The achievement came as the software maker rallied about 30% since its April lows and added about $800???billion in market value.Investors should tap Microsoft's growth with ETFs having double-digit exposure to the software leader. These include iShares Dow Jones US Technology ETF ...
Nordstrom Rack to Open New Location in Suwanee, GA
Prnewswire· 2025-06-09 14:00
Core Insights - Nordstrom, Inc. plans to open a new Nordstrom Rack in Suwanee, GA in fall 2025, expanding its presence in the Georgia market [1][2] - The new store will be 34,000 square feet and located in Johns Creek Town Center, a high-traffic shopping area [1][3] - Nordstrom Rack offers discounts of up to 70% on various products and plays a key role in Nordstrom's strategy to enhance customer experience [2][3] Company Expansion - The new location will increase Nordstrom's physical footprint in Georgia, where it currently operates two Nordstrom stores and six Nordstrom Rack stores, generating over 700 jobs statewide [3] - The addition of Nordstrom Rack is expected to enhance the retail landscape in the Johns Creek area [2] Community Engagement - Nordstrom has donated over $2 million in partnership with Big Brothers Big Sisters of the United States over the past four years, supporting mentorship programs [4] Company Overview - Nordstrom, Inc. has a long history of customer service since its founding in 1901 and operates over 350 locations, including Nordstrom, Nordstrom Local, and Nordstrom Rack [5] - The company emphasizes an interconnected shopping model, allowing customers to shop in-store or digitally [5] Real Estate Partnership - Big V Property Group, which manages the shopping center for the new Nordstrom Rack, has an 80-year history in retail real estate and operates over 50 shopping centers across 14 states [6]
Nordstrom Rack to Open New Location in Flower Mound, TX
Prnewswire· 2025-06-09 14:00
Core Insights - Nordstrom, Inc. plans to open a new Nordstrom Rack in Flower Mound, TX in fall 2025, expanding its presence in the Texas market [1][2] - The new store will be 30,000 square feet and located at The Highlands of Flower Mound, a shopping center that includes other major retailers [1][3] - Nordstrom Rack offers discounts of up to 70% on various products and plays a key role in the company's strategy to enhance customer experience [2][3] Company Expansion - The new location will increase Nordstrom's physical footprint in Texas, where it currently operates eight Nordstrom stores and 24 Nordstrom Rack stores, generating over 3,600 jobs statewide [3] - The opening aligns with Nordstrom's "Closer to You" strategy, which focuses on providing a more interconnected shopping experience across physical and digital platforms [2][3] Community Engagement - Nordstrom has invested over $2 million in community support through its partnership with Big Brothers Big Sisters of the United States over the past four years [4] - The company emphasizes its commitment to serving diverse communities and enhancing customer experiences [4][5] Retail Strategy - Nordstrom Rack serves as the largest source of new customers for Nordstrom, offering a wide range of products at competitive prices [2][3] - The interconnected retail model allows customers to shop conveniently through various channels, including in-store and online [5]