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今日，备受瞩目的2025世界人工智能大会携手人工智能全球治理高级别会议盛大启幕，会上揭晓了备受期待的"镇馆之宝"及一 系列重量级奖项。 在本届大会的璀璨星光下，八大"镇馆之宝"荣耀揭榜，它们分别是：华为推出的昇腾384超节点，展现了强大的计算能力；阿里 云的百炼智能平台，以卓越的数据处理能力引人瞩目；金山办公的WPS灵犀，作为原生Office办公智能体，引领了办公智能化的 新潮流；蚂蚁科技的AI健康管家AQ，以其贴心的健康管理功能获得认可；科大讯飞的AI学习机，为教育领域带来了智能化革 新；OPPO的OPPO Fine N5，展现了智能设备的前沿设计；西门子的Industrial Copilot智能体系统，为工业智能化树立了新标杆； WAIC里·技能大舞台以其独特的互动体验，也成为了本次大会的一大亮点。 WAIC里·技能大舞台，作为本次大会的互动体验区，同样吸引了大量观众参与，人们在这里体验到了人工智能带来的无限乐 趣。 除"镇馆之宝"外，本次大会还颁发了多项重量级奖项。快手的可灵AI图生视频荣获创新技术奖，其将AI技术与视频创作相结 合，为内容创作领域带来了新的突破。阶跃星辰的下一代智能座舱，凭借搭载的多模 ...

Core Idea - Nvidia holds equity investments in various AI businesses, including CoreWeave, which has emerged as a significant player in the AI infrastructure market [1][2][3] Company Overview - CoreWeave operates as a "neocloud," providing access to GPU architecture through cloud-based infrastructure, appealing to businesses unable to purchase GPUs directly due to rising prices [6] - The company has attracted high-profile customers and secured multiyear, billion-dollar deals by offering a more flexible and potentially affordable model compared to major cloud providers [8] Financial Performance - For the quarter ended March 31, CoreWeave generated $982 million in revenue, reflecting a 420% year-over-year increase [10] - Despite a widening net loss, management raised guidance for revenue and capital expenditures, indicating a focus on long-term growth in AI infrastructure [12] Market Position and Valuation - CoreWeave's valuation is compared to Oracle's on a price-to-sales basis, with CoreWeave trading at a premium due to its high-growth potential in the AI sector [15][18] - The company completed an IPO earlier this year and has secured significant deals, including an $11.2 billion agreement with OpenAI, contributing to investor enthusiasm [18] Investment Strategy - The recommendation for investors is to consider dollar-cost averaging when investing in CoreWeave stock to mitigate risk over time [19] - CoreWeave is viewed as a compelling opportunity in the AI infrastructure space, particularly as a Nvidia-backed data center stock [20]

Core Insights - Americans are likely not saving enough for a comfortable retirement, with the median retirement savings at $87,000 as of 2022, indicating a significant portion of the population is underprepared [1][2] Group 1: Recursion Pharmaceuticals - Recursion Pharmaceuticals has developed an AI-powered platform that can virtually test drugs, significantly reducing the time and cost associated with traditional clinical trials, leveraging 36 petabytes of data [5][6] - The technology is already being utilized by major pharmaceutical companies like Roche and Sanofi, which enhances its credibility and market potential [6] - The company is currently unprofitable but is expected to reach a turning point in revenue and profitability, with the AI drug-development industry projected to grow at an annualized rate of nearly 32% through 2030 [8] Group 2: Shopify - Shopify enables businesses to create their own e-commerce platforms, facilitating $292.3 billion in sales in the previous year, a 24% increase year-over-year [11][14] - The global retail market is still largely untapped online, with only about 20% of spending occurring through e-commerce, indicating significant growth potential for Shopify [13][14] - Analysts predict Shopify will achieve approximately 20% top-line growth over the next three years, reflecting its strong market position [14] Group 3: Nio - Nio, a Chinese electric vehicle manufacturer, delivered 72,056 cars in Q2, marking a nearly 26% increase from the previous year, showcasing its production growth [16][20] - The electric vehicle market in China is thriving, with sales increasing by 25% to 1.1 million units last month, representing over half of the country's total automobile sales [17][19] - The International Energy Agency forecasts that EVs will account for 80% of China's car sales by 2030, supported by favorable policies, indicating a robust growth trajectory for Nio [19][20]

AI is good at many things, but mid at writingit also makes you outsource your thinking so you don't practice it as muchbut, writing is thinkingso, getting good at writing is one of the best ways you can counteract atrophy due to AI ...

Core Viewpoint - The article discusses the recent surge in AI-related stocks and highlights that not all of them are good investment opportunities after significant price increases, with analysts expressing concerns about potential declines in certain stocks [1][2]. Group 1: Palantir Technologies - Palantir Technologies has experienced a remarkable stock price increase of 2,290% since the beginning of 2023, leading to a market capitalization exceeding $350 billion [5]. - Analysts are skeptical about the sustainability of Palantir's high valuation, with the lowest price target set at $40, indicating a potential downside of 74% from its current price [6]. - Despite strong revenue growth, including a 71% increase in U.S. commercial revenue in the first quarter, analysts believe the stock's valuation is unjustifiable, trading at 228 times forward earnings and 78 times revenue expectations [7][10]. Group 2: CrowdStrike - CrowdStrike's stock has risen 352% since the start of 2023, reaching a market cap of nearly $120 billion, driven by its Falcon security platform [11]. - Analysts have downgraded CrowdStrike's stock ratings, with the lowest price target suggesting a 26% decline from its current price [12]. - The stock trades at a price-to-sales ratio of 22 times revenue expectations and 135 times earnings estimates, making it one of the highest-priced stocks in the S&P 500 by these metrics [16].

本报（chinatimes.net.cn）记者胡金华 上海摄影报道 7月26日至29日，以"智能时代，同球共济"为主题的2025世界人工智能大会（下称"2025WAIC"）在上海 启幕，而在此之前，各类巨头纷纷抢先发布在AI领域的最新技术场景。 7月24日，国泰海通正式对外发布券业首个新一代全AI智能APP——国泰海通灵犀；25日，京东顺势推 出"七鲜小厨"门店，宣布引入AI机器人炒菜技术，以科技手段提升餐饮运营效率与服务体验；与此同 时，在智能料理机领域深耕五年的科沃斯集团旗下添可，则凭借其自动化、智能化科技，推出炒菜机器 人食万星厨，正通过技术赋能，帮助中小商家在激烈的外卖竞争中找到新的出路。 同日，大模型"独角兽"阶跃星辰发布新一代基础大模型Step-3，这款模型兼顾智能与效率，旨在面向推 理时代打造最适合应用的模型，将于7月31日面向全球企业和开发者开源。 与券业AI专业赋能感知度相比，大众每天都要接触的餐饮领域，人工智能机器人也在本届大会上亮 相。 "当前外卖餐饮行业正经历一场深刻变革。面对高昂的平台运营成本、人力成本，以及口味标准化和出 餐效率瓶颈，众多中小餐饮商家在外卖市场中步履维艰，亟须一套创 ...

Core Insights - Precision Global Corporation (PGC) has partnered with CubeSmart to manage four self-storage properties in Texas, highlighting PGC's growth and commitment to operational excellence [1][2] - CubeSmart officially took over management of these properties on July 25, 2025, marking a significant milestone in PGC's expansion in the self-storage sector [2] - The partnership aims to enhance customer experience and operational performance through CubeSmart's proven management model [3][4] Company Overview - Precision Global Corporation is a private equity firm focused on real estate investment and development, particularly in high-growth, income-producing assets like self-storage and RV parks [5] - CubeSmart, founded in 2004, is a publicly traded REIT and a leading operator in the self-storage industry, managing over 1,300 facilities across the U.S. [6]

Several stocks in the quantum computing realm are trading at historically high valuations.Last summer, companies such as IonQ (IONQ -1.80%), Rigetti Computing (RGTI -3.29%), D-Wave Quantum (QBTS -4.50%), and Quantum Computing (QUBT -1.59%) were unknown penny stocks.However, as quantum computing steadily made its way toward center stage in the artificial intelligence (AI) realm, each of these companies witnessed meteoric rises in their share prices. Over the last 12 months, IonQ stock has blasted higher by 5 ...

The more the merrier at Meta. The AI talent wars took another turn on Friday when Meta CEO Mark Zuckerberg announced that Shengjia Zhao, co-creator of ChatGPT and the former lead scientist at OpenAI, is now the chief scientist at Meta's Superintelligence Labs."In this role, Shengjia will set the research agenda and scientific direction for our new lab working directly with me and Alex," a statement shared to Zuckerberg's Threads account said. "Shengjia co-founded the new lab and has been our lead scientist ...