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新股速递| 歌尔微,聚焦智能传感器,果链依赖未愈,弃A转港
贝塔投资智库· 2025-07-14 03:59
点击蓝字,关注我们 歌尔微电子,成立于2017年10月,是歌尔股份体系内唯一从事MEMS(微机电系统)器件及微系统模 组研发、生产与销售的企业,专注于微电子和半导体领域。其全资母公司歌尔股份是一家专注于光 学、微显示、智能穿戴、VR/AR等领域的A股上市公司,现市值790亿元。 自成立以来,公司获得了青岛微电子(地方国资)、中信建投、中金资本、基石资本、建银国际、招 商资本、巨峰科创等机构的投资。 2025年1月20日递表港交所,联席保荐人:中金、中信建投、招银国际、UBS。此次赴港上市,一方 面,希望借助资本市场的力量,加大研发投入,提升技术创新能力,特别是在芯片研发方面,减少对 外部采购的依赖。另一方面,希望拓展市场份额,加强与国内外客户的合作。 产品矩阵:全栈平台能力 截至2024年9月底,公司累计服务了全球113家直销客户,覆盖全球前九大手机厂商(以2023年出货量 计)和汽车电子、智能家居、工业应用和医疗等领域领先厂商。 公司主要营收来自以下三种产品: (i) 传感器 (24年前三季度占比77%),提供声学传感器、压力传感器及惯性传感器。以23年销售额 计,公司是全球第四大传感器提供商和全球第一大声 ...
重磅!深迪半导体强势重组!
是说芯语· 2025-07-14 03:45
关于本轮融资,比亚迪的出资金额以及持股比例并未公开。有接近交易人士透露,"比亚迪对深 迪半导体的这笔出资一年前就已经在谈,只是近期才完全变更。"但其未透露双方是否会有在业 务上的合作。 值得一提的是,此前,深迪半导体就获得了来自不少头部机构的出资。 其中,其在2021年8月宣布完成的1.2亿元规模E轮融资,由哈勃投资领投;其在2015年完成的超2 亿元C轮融资,则集结了浙江联利资本、中芯聚源等的参与;2011年的B轮融资,则获得了深创投 2000万元的出资。 截至目前,深迪半导体已在一级市场共计完成13轮融资,集结了22家外部机构股东,其中不乏绍 兴、上海等地的政府引导基金平台。 深迪半导体(绍兴)有限公司近日发生工商变更,股东新增比亚迪股份有限公司、深圳市创启开 盈创业投资合伙企业(有限合伙)、绍兴市柯桥区智城数智五号创业投资合伙企业(有限合伙) 等;同时,公司注册资本由约1707.24万美元增至约1825.83万美元,增幅超6.94%。 自2008年成立,深迪半导体便以开拓者之姿,在中国半导体领域留下浓墨重彩的印记,作为国内 首家涉足商用消费级和汽车级微机电系统(MEMS)陀螺仪系列惯性传感器研发设计的企 ...
Why Every AI Agent Will Likely Run On Microsoft
Seeking Alpha· 2025-07-13 10:51
Group 1 - The AI landscape is evolving from basic single-model applications to complex multi-agent systems that resemble human organizational structures [1] - Companies are increasingly utilizing multiple AI systems rather than relying on a single AI to perform all tasks [1] Group 2 - The focus is on long/short equity strategies, emphasizing deep fundamental analysis to identify undervalued stocks for long positions and overvalued stocks for short positions in global equity markets [1] - Detailed financial models are constructed using discounted cash flow (DCF), relative valuation, and scenario analysis to assess company fundamentals, growth potential, and risks [1] - High-conviction investment recommendations are delivered through comprehensive research, contributing to alpha generation for the fund [1] - Market trends, sector dynamics, and macroeconomic factors are monitored to adjust strategies and optimize portfolio performance in real time [1] - Collaboration with the Portfolio Manager is essential for sizing positions, managing risk exposure, and addressing challenges such as short squeezes or market volatility [1]
Texas state sen. blasts ‘woefully pathetic’ flood response from Trump admin.
MSNBC· 2025-07-12 17:30
The search continues for at least 166 people still missing in central Texas more than a week after that area's deadliest flooding in more than a century. At least 129 are confirmed dead across six counties. President Trump and First Lady Melania Trump visited hard hit Kerr County on Friday, meeting with first responders and touring the flood ravaged area.The president's visit to Texas comes amid growing cons growing questions over the future of FEMA, the Federal Emergency Management Agency, which he previou ...
[Workshop] AI Pipelines and Agents in Pure TypeScript with Mastra.ai — Nick Nisi, Zack Proser
AI Engineer· 2025-07-12 16:00
This hands-on workshop introduces Mastra.ai, a TypeScript framework that streamlines the development of agentic AI systems compared to traditional approaches using LangChain and vector databases. Participants will learn to build structured AI workflows with composable tools and reliable control, enabling them to create internal AI assistants that can handle requests like data cleaning, email drafting, and document summarization with minimal code. The session covers Mastra installation, running a local MCP s ...
X @mert | helius.dev
mert | helius.dev· 2025-07-12 14:57
decentralized systems are well on the way to having the same performance as centralized systemsHelius devs helping handle a big onchain event on Solana without a sweat: https://t.co/LGpzv8f26HRyan Watkins (@RyanWatkins_):Pump ICO sold out in 14 minutes.Even better, it was the 3rd largest ICO in history, and raised the majority onchain on Solana. ...
How Can Texas Prepare For Future Natural Disasters?
Bloomberg Television· 2025-07-11 21:56
Natural Disaster Preparedness & Response - Texas legislature is expected to revisit a $500 million package for early detection and warning systems following natural disasters [1][2][4] - Texas has experienced more federal disaster declarations since 1980 than any other state in America, ranging from flash floods to hurricanes [2] - The speaker advocates for proactive preparation and infrastructure development to mitigate the impact of natural disasters, arguing it's more cost-effective than reactive responses [7][8] - The speaker mentioned the need for better adaptation and mitigation strategies in response to a changing environment [4] Recovery & Federal Assistance - Debris cleanup from the Guadalupe River disaster is estimated to take several months, if not years, potentially inundating all landfills in Texas [9][10] - There are still over a hundred people missing a week after the event, highlighting the ongoing search and rescue efforts [12] - The speaker advocates for reorganizing FEMA and streamlining disaster recovery processes by consolidating federal agencies and cutting bureaucratic red tape [14][15] - Rebuilding a home after Hurricane Harvey required over 16 permits, suggesting the need for block grants to states, counties, and cities to expedite the recovery process [16] Infrastructure & Mitigation Examples - The speaker advocated for the largest storm surge barrier in American history [5] - New Orleans successfully implemented swinging levees after Katrina, protecting the city from Category 3+ storms [5] - The Blanco River Authority allocated funds for an early detection system after the Wimberley storms in 2016 [4]
'Relentless pressure': ICE 'miserable' as they attempt to meet Trump quotas
MSNBC· 2025-07-11 17:58
Joining me now, NBC's Ryan Nobles has been reporting on these raids in California. Also here, Nick Miroff, staff writer at The Atlantic, who spoke to more than a dozen current and former ICE agents about morale problems inside the agency. It's good to have both of you.Ryan, what else can you tell us about this cannabis farm raid in California. Well, this was a massive facility, Chris. 5.5% million acres in all indoors in Southern California in the town of Camarillo.And what happened is that these ICE agents ...
X @The Economist
The Economist· 2025-07-11 13:01
“You could extract the protein systems that do [photosynthesis] and put them in something like solar cells.”The Economist’s Geoff Carr considers the world of possibilities enabled by human-designed proteins https://t.co/Bv1iFtYdtE ...
X @The Economist
The Economist· 2025-07-11 10:20
In trying to diagnose mental-health problems, clinicians routinely evaluate their patients for psychological, social and lifestyle factors. But hormones are rarely scrutinised https://t.co/7XeFJP1mrH ...