黄金、白银受期货上涨带动走强，鹏欣资源、赤峰黄金、四川黄金、晓程科技、西部黄金、湖南白银、湖南黄金等先后涨停； 1、行情 市场缩量走强，概念题材电风扇再起，显得较为杂乱无章。 题材方面，大飞机概念开盘大涨，天保基建4连板，润贝航科、利君股份、航发科技、国睿科技、博云新材、应流股份先后涨停，爱乐达、西 菱动力、航亚科技等大涨； 跨境支付概念走强，海联金汇、信雅达先后涨停，四方精创、华峰超纤、新国都、京北方、高伟达、中油资本、小商品城等大幅共振走强； AI智能体局部大涨，东方材料、恒锋信息（20CM）、利欧股份、石基信息等涨停，汉得信息、卓易信息、博瑞数据、福昕软件、合合信息、 锦鸡股份等集体大涨； 此外，消费、造纸、宠物经济、人形机器人、有色镁（吹的什么无核氢弹）等均有强势表现，上周五最强的通信今天基本熄火。 还有很多各种吹的概念衍生或者犄角旮旯的，我就不一一赘述了，反正今天看到挺多的。 截至收盘，沪指、深成指、创业板指分别收涨0.45%、1.27%、1.59%，市场超4300股上涨，800余股下跌。 2、机器人 周末机器人热度还挺高，不过不像此前是积极热度，反倒是出现了一些"负面"的声音。 4月19日，全球首 ...

要说折腾，现在特朗普称第二，没人敢称第一。之前用对等关税，差点把美债打到崩盘。上周特朗普说 考虑撤换美联储主席，使美联储的独立性受到质疑，投资者对美国经济的信心再次受到打击，对冲基金 大举抛售美元兑几乎所有货币，导致美元指数暴跌100多点，一度跌破98关口。 | 序号 代码 t | | 名称 | . 最新 | 淵鉄 | 涨幅% | 买一个 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | USDX | 美元指数 | 98.02100 | -1.21400 | -1.22 | | -9.64 | | 2 | USDSGD | 美元兑新加坡元 | 1.30158 | -0.01007 | -0.77 | 1.30152 | -4.30 | | 3 | USDJPY | 美元兑日元 | 140.56750 | -1.61150 | -1.13 | 140.56450 | -10.38 | | ব | USDHKD | 美元兒港币 | 7.76105 | -0.00082 | -0.01 | 7.76100 | -0.08 | | ...

Core Viewpoint - The report emphasizes the upcoming earnings season, suggesting to accumulate quality leading stocks at the bottom as earnings reports are set to be disclosed soon [2] Group 1: Earnings Reports and Market Trends - As of April 19, 2024, 133 companies have disclosed their 2024 annual reports and 12 companies have released their Q1 2025 reports, accounting for 40% and 4% respectively, with 8 working days remaining in the earnings season [2] - The computer sector has experienced continuous adjustments due to earnings disclosures and international developments, but the overall performance trend and industrial changes remain positive [2] - Historical data shows that since 2010, the probability of the computer index rising in April, May, and June is 20%, 53%, and 60% respectively, indicating a potential upward trend [2] Group 2: Industry Developments - The Model Context Protocol (MCP) is accelerating the application of AI, facilitating seamless interaction between AI models and external tools/data, which aids in the rapid development of Agent applications [3] - Major cloud service providers like Alibaba Cloud, Tencent Cloud, and Baidu Map have launched MCP-related services, enhancing the AI ecosystem [3] - The eCall industry is poised for growth, driven by increased importance of intelligent driving safety and rising domestic market demand, alongside potential opportunities in overseas markets due to geopolitical changes [3] Group 3: Industry Research - A retrospective study on the Xinchuang industry highlights its growth certainty, suggesting that the sector is expected to achieve excess growth in the future [4]

Core Insights - The introduction of "Payment MCP Server" by Alipay aims to facilitate the integration of payment capabilities into AI applications, addressing a significant barrier to AI commercialization [1][4][8] - MCP (Model Context Protocol) is likened to a universal interface for AI applications, streamlining the connection between AI models and external systems [2][4] - The service allows AI developers to implement payment functionalities using natural language, significantly reducing development time and complexity [6][7][8] Group 1: Payment MCP Server Launch - Alipay launched the "Payment MCP Server" on April 15, enabling AI developers to easily integrate payment capabilities into their applications [1][4] - The service is designed to bridge the gap in the AI ecosystem, facilitating smoother commercial transactions for AI services [4][5] - The initial rollout includes support for both mobile and web payment scenarios, catering to a wide range of AI applications [6][7] Group 2: Benefits for AI Developers - The Payment MCP Server reduces the complexity of payment integration, allowing developers to focus on core functionalities rather than payment processing [8][9] - It supports full payment management, including payment initiation, status queries, and refunds, enhancing user experience [7][8] - The service is expected to increase the commercial viability of AI applications by enabling a complete payment loop, thus improving data collection and service optimization [9][10] Group 3: Industry Implications - The introduction of this service is seen as a milestone for AI commercialization, potentially reshaping the payment landscape by integrating AI with various sectors like finance, retail, and healthcare [5][10] - Industry experts believe that this initiative will encourage other payment institutions to innovate and develop similar services, fostering a more robust AI payment ecosystem [10][11] - The ongoing evolution of AI protocols like A2A and MCP is expected to enhance communication between AI agents, further driving the development of AI applications [4][10]

以下文章来源于CSDN ，作者万有引力 CSDN . 成就一亿技术人 作者 | 万有引力 出品 | CSDN（ID：CSDNnews） 当 Manus 以其惊艳的自主任务执行能力点燃 AI Agent 领域的热潮时，其"一码难求"的现 状也让众多开发者望而却步。几乎在同时，一个名为 OpenManus 的开源项目以"火箭 般"的速度问世，不仅成功复刻了核心功能，更以完全开放的姿态，在短短不到一个月的时 间内于 GitHub 吸引了超过四万 Star 数的关注（截止本文发布，项目 Star 数已经达到 42.2k）。 OpenManus 项目 Star 数 这一现象背后，站着一群充满活力的 00 后程序员。他们利用下班后的短短三小时，凭借对 技术的热爱与开源精神，迅速将一个想法变成了现实。这种惊人的执行力与纯粹的"Just for Fun"动机，引发了业界的广泛讨论：这一代年轻开发者是如何学习、成长并拥抱前沿技 术的？他们与 AI 工具的深度协作达到了何种程度？支撑他们快速行动的技术积累和开源理 念又是什么？OpenManus 的诞生仅仅是复刻吗？其技术内核与未来方向又将如何演进？ 梁新兵 ： 向劲宇 ： Op ...