AI时代
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迪士尼卷入AI抢电大战
3 6 Ke· 2025-12-03 00:57
迪士尼官网显示,娱乐业巨头正在招聘能源交易员,负责电力批发采购与分析。 迪士尼的举动也反映出AI浪潮席卷电力市场之际,越来越多的企业开始主动管理能源成本,不再依赖中间商或锁定长期固定价格合同。与工业企业管理 原材料类似,越来越多的大企业开始搭建电力交易团队,确保供电稳定和尽可能地便宜。 作为背景,科技巨头Meta在今年9月申请切入批发电力交易业务,同时谷歌、微软、亚马逊三大云计算巨头早已是电力合约的活跃交易者。 除了在批发市场购买电力外,这些签有大量供电协议的巨头,也能够在电价飙升时转卖手头的电力合约。另外配备储能电池或现场发电机的公司,也能通 过转卖多余电力赚钱。 职位概要显示,这名交易员需要提供佛州旅游监管区(该地区包含华特迪士尼世界度假区)的短期用电预测和发电资源分析,并负责争取有利的定价,按 小时或按日购买电力。候选人必须要有5年以上电力批发市场的工作经验,并且熟悉当地的电力市场。 招聘公告中并没有写明薪资待遇,但迪士尼颇为豪气地表示能"提供一揽子回报,帮助你活出最好的生活",包括"只有迪士尼才能提供的特别福利"。 面对"AI时代"的电力市场新范式,美国大型企业正在更加精明地管理能源成本,全球娱乐业巨 ...
定档12月6日!集成电路产业人才论坛报名开启!
半导体芯闻· 2025-12-02 10:18
2025浦东国际人才港论坛 集成电路产业人才论坛 将于12月6日在张江科学会堂举办 敬请期待! 识别下方二维码 参与活动报名 03 产才报告, 为进一步促进集成电路国际人才交流与发展, 多维度探讨全球人才发展创新机遇与挑战,推动集 成电路产业高质量发展,由上海市浦东新区人才工 作局指导,上海张江高科技园区开发股份有限公司 主办,上海张江浩芯企业管理有限公司、复旦大学校 友总会集成电路行业分会承办的"2025浦东国际人 才港论坛 ·集成电路产业人才论坛"将于2025年12月 6日在上海张江科学会堂举行。 对集成电路领域人才 发展研究进行专业剖析 与数据解构,揭示行业动 向与成长路径。 时间地点 时间:2025年12月06日13:30-16:00(星期六) 地点:张江科学会堂(海科路1393号)二楼张江厅A LT 01 習演趋势, 关注产业人才吸引与 发展的新动向,呈现技术 成果落地应用的典范实 例,讲述具有启示意义的 创新历程。 02 精英共论, 融通未来 集结产业、学术与研 究领域的领军人物,展开 跨学科尖端科技的深入 探讨与理念交锋。 04 专项展区, 04 聚焦"芯"生态 14:15-14:30 光计算如 ...
但斌:投资要去大海里打鲸鱼 不要在烂泥塘里挖泥鳅
Xin Lang Cai Jing· 2025-11-29 07:49
Core Insights - The importance of global investment allocation is emphasized, highlighting the potential for significant returns through strategic asset selection [1] Group 1: Investment Strategy - The example of managing 100 billion in Japan during its peak in 1990 illustrates that holding onto local assets for an extended period can lead to losses, especially when considering currency depreciation [1] - In contrast, investing in the Nasdaq during the same timeframe, which has experienced three technological revolutions, could theoretically yield over ten thousand times growth [1] - The phrase "Investing should be about catching whales in the ocean, not digging for minnows in a muddy pond" underscores the necessity of seeking larger, more lucrative investment opportunities globally [1] Group 2: Portfolio Composition - The presentation showcased a portfolio heavily invested in companies like Nvidia and Google, indicating a strong alignment with the expectations for the AI era [1] - The investment strategies resonate with those of other prominent institutions such as Berkshire Hathaway and Jinglin, suggesting a collective optimism about the future of AI technologies [1]
今年以来通信ETF、港股创新药ETF领涨,资金青睐港股通互联网ETF、黄金ETF、证券ETF
Sou Hu Cai Jing· 2025-11-29 07:41
Group 1: Market Performance Overview - In the first eleven months of 2025, the communication ETF led the market with a remarkable increase of 96.11%, showcasing strong momentum in the AI era [1] - The Hong Kong innovative drug sector emerged as a significant winner, with various ETFs in this category showing substantial gains: Hong Kong innovative drug ETF fund up 87.42%, Hong Kong innovative drug ETF up 86.62%, and Hong Kong Stock Connect innovative drug ETF up 85.22% [1] - The resource sector also performed well, with mining ETF up 82.32%, non-ferrous metals ETF up 76.83%, and rare metals ETF up 76.58%, driven by rising global inflation expectations [1] Group 2: ETF Performance Data - The top-performing ETFs from January to November 2025 include: - Communication ETF: 96.11% [2] - Hong Kong innovative drug ETF fund: 87.42% [2] - Hong Kong innovative drug ETF: 86.62% [2] - Communication equipment ETF: 85.24% [2] - Hong Kong Stock Connect innovative drug ETF: 85.22% [2] - The worst-performing ETFs included: - Energy chemical ETF: -14.78% [5] - S&P Consumer ETF: -11.40% [5] - Alcohol ETF: -5.36% [5] Group 3: Fund Flows - The Hong Kong Stock Connect Internet ETF saw the highest net inflow of 553.05 billion yuan, indicating strong market confidence in the Hong Kong tech sector [8] - Other notable net inflows included short-term bond ETF at 436.42 billion yuan and gold ETF at 406.63 billion yuan [8] - Conversely, significant outflows were observed in the Sci-Tech 50 ETF, with a net outflow of 463.46 billion yuan, indicating pressure on growth sectors [12]
告别“流量劫持”,让手机行业竞争更守规矩
Xin Jing Bao· 2025-11-27 15:40
Core Viewpoint - The article highlights the issue of unfair competition in the mobile phone and application platform industry, emphasizing the need for regulatory oversight to ensure fair market practices and protect consumer rights [1][2][3]. Group 1: Unfair Competition Issues - The market regulation authority has identified significant unfair competition practices in the mobile industry, including traffic hijacking, forced redirection, and malicious incompatibility, which harm consumer rights and disrupt fair competition [1][2]. - These practices are driven by mobile manufacturers' desire to dominate market entry points, as they not only sell hardware but also software applications, creating barriers to competitors [1][3]. Group 2: Legal and Regulatory Actions - Legal disputes have arisen from these unfair practices, with cases where companies have sued major mobile manufacturers for maliciously interfering with app downloads, misleading users under the guise of safety [2]. - The regulatory guidance issued by the market authority indicates a shift from merely protecting consumers to ensuring the healthy development of the entire mobile industry and enhancing national industrial competitiveness [2][3]. Group 3: Market Dynamics and Implications - The competitive landscape has shifted, with mobile manufacturers now being included in antitrust regulations due to their control over application distribution, which poses risks of platform-level monopolies [3]. - The mobile industry has evolved into a critical infrastructure for the digital economy, influencing consumer rights, fair competition, data security, and overall innovation capabilities [3][4]. Group 4: Future Considerations - As the era of large models approaches, the distribution rights through mobile devices will become increasingly significant, impacting which innovations gain user access and which are suppressed [4][5]. - It is crucial that the application entry points in the AI era are not monopolized by a few terminal manufacturers to foster innovation and competition in the industry [5].
AI时代・诗歌之道 第十届上海国际诗歌节将拉开帷幕
Jie Fang Ri Bao· 2025-11-26 01:44
12月6日,第十届上海国际诗歌节开幕式暨"金玉兰"诗歌大奖颁奖典礼将在徐汇滨江"申城之光"游 轮上举行。为期四天的活动,还将分别在上海市作家协会、上海图书馆东馆、普陀区万里街道、静安区 图书馆、思南书局诗歌店、上海报业大厦、上海交通大学、上海书城等场所,举办《上海文学》第十届 上海国际诗歌节特刊首发式暨诗歌论坛、"AI时代·诗歌之道"诗歌朗诵会、"诗风万里"诗人进社区采风 与互动、世界四大国际诗歌节峰会论坛暨"诗的建筑"展会、"海风万里连诗情"——中国和拉丁美洲的诗 歌交流互鉴、"诗歌之光"读者见面会、"诗歌与传媒"访谈会、"诗歌之桥"诗人与大学生恳谈会,以及第 十届上海国际诗歌节暨2025上海市"阳光悦读"残疾人读书系列活动闭幕式等文学活动。 本届诗歌节由上海市人民对外友好协会指导,上海市作家协会和徐汇区委宣传部主办,将邀集国内 外20多位有影响的诗人参加交流活动。诗歌节期间,将举办丰富多彩的诗歌朗诵、交流和文学研讨活 动,邀请文学、文化、教育等社会各界人士和热爱文学的市民共同参与。 记者 施晨露 以"AI时代·诗歌之道"为主题的第十届上海国际诗歌节将于12月6日拉开帷幕,聚焦"位于AI生成式 模型数据洪流 ...
禾盛新材20251124
2025-11-25 01:19
禾盛新材 20251124 和胜新材近期股权变更的具体情况是什么?对公司未来发展有何影响? 和胜新材近期进行了股权变更,两位股东将 18%的股份转让给了摩尔之星,谢 总成为新的实际控制人。公司将加大在芯片领域的布局,但传统主营业务保持 不变,并继续良好经营。在 AI 芯片领域,公司计划未来进行更多投入。摩尔之 星拥有深厚的产业背景,包括慧博云通董事谢总、阿里巴巴集团副总裁黄总等 核心人物,这些资源将为和胜新材提供平台赋能,特别是在 AI 芯片领域的发展。 易知电子采用 CPU 加 NPU(C+N)的二合一技术路线,类似于苹果 M 系列芯片,实现了统一内存技术,避免了爆显存的问题,在对密度有要 求、模型尺度灵活以及数据不能出域等应用场景中具有明显优势。 易知电子与国内主流 40 家软件硬件厂商全部完成互认证,无需专门修 改软件版本即可运行,兼容性得到了操作系统、数据库、中间件等多方 认可,同时在价格方面保持竞争力,使其成为 ARM CPU 体系中的佼佼 者。 和胜新材目前的业务结构和主要客户有哪些? 和胜新材目前主要分为三块业务:家电业务、海希技术以及易事电子。家电业 务涵盖松下、日立、三星、LG 和美的等顶级 ...
太湖世界文化论坛联手胡润百富 合作设立中国产业出海基金
Zhong Guo Jing Ying Bao· 2025-11-24 06:06
《中国经营报》记者在采访中了解到,在本届年会上,太湖世界文化论坛与上海胡润百富投资管理咨询 有限公司(以下简称"胡润百富")进行合作签约,双方将设立中国产业出海基金,通过产业合作助力中 国企业出海。 胡润百富CEO吕能幸表示,在AI时代浪潮下,胡润百富希望能够和太湖世界文化论坛、中国企业一起 出海,"让全球更多消费者能感受到我们文化的璀璨"。 太湖世界文化论坛执行主席兼秘书长郑传焮表示,博鳌是区域经济的声音,达沃斯是全球资本的声音, 希望太湖世界文化论坛未来成为人类文明的声音。 中经记者 杨让晨 张家振 上海报道 (签约现场。受访者/图) 日前,太湖世界文化论坛第八届年会在有"水乡客厅"之称的方厅水院举行。 来自世界各国的政要、专家学者、国际组织代表、驻华使节、企业界人士及媒体代表等500余位嘉宾齐 聚一堂,围绕年会主题深入交流,凝聚起推动全球文明互鉴、促进人类共同发展的广泛共识,为构建人 类命运共同体注入文化动力。 相关资料显示,太湖世界文化论坛以"促进中外文化交流合作、推动不同文明互学互鉴"为宗旨,聚焦文 化领域的全球性课题,致力于依托文化力量,让中国更加了解世界、让世界更加了解中国。自2008年成 立至 ...
于东来反复踩踏民族情感红线,绑定他是永辉此次改革的最大败笔!
Xin Lang Cai Jing· 2025-11-22 07:25
作者声明:该文章由AI辅助创作 01、我为何敢预判:永辉的改革注定失败? 永辉超市——曾是我国零售行业的一面旗帜,近年来却深陷经营困局,出现巨额亏损。 为了扭转局势,永辉超市邀请"胖东来"创始人于东来及其团队加入,开始了一场企业改革。 今年10月,永辉超市CEO王守诚坦言,永辉目前的发展水平仅相当于10年前的胖东来。 他说,永辉会扎扎实实地往前走: 用2-3年的时间走出"生死线",再用3-5年的时间赢回信任,最后用5-10年,成为让人骄傲、感到幸福的 品牌。 可惜,我不得不泼个冷水——如果继续按现在这种方式搞下去,永辉超市的这次改革注定失败! 肯定会有网友质疑: 何医生,你是个大夫,又不懂超市经营,你凭什么在这里一本正经地胡说八道呢? 人家永辉超市的老板没招你没惹你,也没爆出有精神心理问题,你又没见过他,为什么要说这种话呢? 其实理由很简单: 第一,虽然我不认识永辉的老板,但无论他是谁,他只要是个人,就一定会有人性、三观以及内隐记 忆。 而这些正是我研究的范畴。 尤其我有过6次创业的人生经历,并率先打开了精准高效心理学的大门后,对于很多社会事件和人物, 我能从这3个维度进行深入的剖析,揭开事实背后的真相。 第 ...
工程化的长期主义:OceanBase十五年沉淀,如何成为AI时代的数据基石?
Tai Mei Ti A P P· 2025-11-20 12:26
Core Insights - The rapid development of artificial intelligence (AI) is transforming databases from passive "data warehouses" to active "intelligent hubs" that drive business decisions [2] - OceanBase has launched its first AI-native hybrid search database, seekdb, aiming to transition databases from traditional "business support systems" to "AI-native data entry points" [4] - OceanBase's engineering capabilities are a key factor in its success, with over 4,000 clients and an average annual growth rate of over 100% in client numbers for five consecutive years [2][4] Engineering Evolution - OceanBase's 15-year journey has been driven by real business pressures, leading to a unique engineering culture focused on solving practical problems [5][7] - The company has achieved several key technological milestones, including the establishment of a native distributed architecture and the breakthrough of a single-node distributed integrated architecture [8] - The latest version, 4.4, integrates transaction processing (TP), analytical processing (AP), and AI capabilities into a single core, allowing businesses to handle high-concurrency transactions, complex data analysis, and AI-driven hybrid searches within one database [8][11] Architectural Innovations - OceanBase emphasizes data correctness as a core principle, implementing a comprehensive system for end-to-end control from code to hardware [10] - The architecture supports multi-modal data integration and workload fusion, addressing challenges posed by traditional database systems in the AI era [11][12] - The introduction of a shared storage architecture in version 4.4 significantly reduces storage costs by 50%-90% compared to traditional solutions, enhancing the efficiency of data storage for AI applications [12] AI-Native Capabilities - The seekdb database is designed with a focus on lightweight, agile, and open-source principles, featuring a four-dimensional hybrid search capability [13][15] - OceanBase's AI architecture allows for direct SQL calls to embedding models, creating a closed loop for data writing, vectorization, retrieval, and inference [16] - The company aims to redefine the standards for AI data bases, moving beyond traditional data storage to databases that can "understand" data semantics [16] Market Position and Future Outlook - OceanBase holds the leading market share in the financial sector, with significant deployments in government and telecommunications [17][19] - The company is actively pursuing global expansion, targeting emerging markets in Southeast Asia, Latin America, and the Middle East, with a goal of increasing overseas revenue to 20% [19] - According to Gartner, spending on databases supporting generative AI is projected to reach $218 billion by 2028, indicating a significant market opportunity for OceanBase [20]