2025.07. 17 本文字数：678，阅读时长大约2分钟 7月17日，A股三大指数早盘集体收涨。截至午间收盘，沪指报3506.94点，涨0.09%，深成指报 10813.75点，涨0.87%，创业板指报2255.36点，涨1.13%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3506.94 | 10813.75 | 1426.73 | | +3.16 +0.09% +92.94 +0.87% +10.75 +0.76% | | | | 科创50 | 创业板指 | 万得全A | | 999.36 | 2255.36 | 5453.89 | | +1.73 +0.17% +25.16 +1.13% +29.32 +0.54% | | | 中泰证券表示，在 AI 投资与消费电子补贴等支持下，一季度电子板块业绩大幅回暖。向后看，二季 度电子行业景气度继续高企， AI 热潮带动算力芯片及相关硬件需求旺盛，企业资本开支增加，半导 体板块维持高增长态势。下游云计算、汽车电子订单充裕，二季度业绩有望超出市场预期。 微信编辑 | 生产队的驴（拉磨版） 半日主力资金流向 主力 ...

Financial Performance - Grameenphone's Q2 2025 revenue reached 41 billion BDT, a 7% increase QoQ, but a 2.8% decrease YoY[24] - EBITDA for Q2 2025 was 246 billion BDT, up 119% QoQ, but down 34% YoY, with a margin of 600%[24] - Net Profit After Tax (NPAT) for Q2 2025 stood at 88 billion BDT, showing a 387% increase QoQ and a 21% increase YoY, resulting in a margin of 214%[24] - Operating Cash Flow (OCF) for Q2 2025 was 214 billion BDT, a 246% increase QoQ and a 22% increase YoY, with a margin of 521%[24] - An interim dividend of 11 Taka per share was declared for 1H25, representing a 98% payout ratio[25,44] Subscriber and Data Usage - Total subscribers increased to 863 million in Q2 2025, a 11% increase from the previous quarter[27] - Active data users reached 503 million in Q2 2025, representing 583% of the total subscriber base, a 11% increase from Q1 2025[28] - Service ARPU (Average Revenue Per User) increased to 157 BDT in Q2 2025[31] - Data usage reached 7846 AMBPU (Average MB Per User) in Q2 2025[31] Operational Highlights - The company is focusing on AI-led efficiency and innovation[21,54] - Grameenphone is strengthening its position in cybersecurity and building a proactive risk management culture[51]

Meta Platforms (NASDAQ: META ) has announced substantial investment initiatives in recent months to drive AI innovation, potentially shifting the foundation of the organization into an AI powerhouse to compete with peer models like OpenAI and Perplexity. With hundreds of billions of dollarsMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industri ...

Raiinmaker is crushing it 🤝Raiinmaker (@Raiinmakerapp):Raiinmaker x Google marks a breakthrough in AI video model training.Over 450,000 contributors. 190+ countries. Real people. Real data. Real results.You can now train AI and generate beautiful, cinematic video all from your phone. It’s fast, it’s easy, it’s next-level.This https://t.co/44IFcrbIer ...

How Victoria’s Secret’s Les Wexner Made $2 Billion In 3 Months From AI Giant CoreWeave https://t.co/TKKdIqH4cm https://t.co/TGz43fxQlr ...

公开信息显示，科创半导体ETF（588170）跟踪上证科创板半导体材料设备主题指数，囊括科创板 中半导体设备和半导体材料细分领域的硬科技公司。半导体设备和材料行业是重要的国产替代领域，具 备国产化率较低、国产替代天花板较高属性，受益于人工智能革命下的半导体需求扩张、科技重组并购 浪潮、光刻机技术进展。从资金净流入方面来看，科创半导体ETF近4天获得连续资金净流入，最高单 日获得1621.47万元净流入，合计"吸金"2438.09万元，日均净流入达609.52万元。 每日经济新闻 （责任编辑：张晓波 ） 截至2025年7月17日9:47，上证科创板半导体材料设备主题指数下跌0.6%。成分股方面涨跌互现， 和林微纳领涨3.08%，沪硅产业涨1.12%，富创精密上涨0.39%；中科飞测领跌1.98%，安集科技下跌 1.92%，华海清科下跌1.34%。科创半导体ETF（588170）下跌0.69%，最新报价1.01元。拉长时间看， 截至2025年7月16日，科创半导体ETF近1月累计上涨5.86%，涨幅排名可比基金1/2。流动性方面，科创 半导体ETF盘中换手2.76%，成交685.52万元。拉长时间看，截至7月16 ...

199/365Thanks to ChatGPT today’s green peep day was powered by AIExcited to see how Grok does with it tomorrow. Also makes for some fun content on the morning stream.I love the 8am gang that shows up and rocks with me bright n early every day. Kick is so much fun and I genuinely enjoy it every day. I look forward to it.The fly wheel of content during live to YouTube has been a home run. Now to figure out how to start getting short form content and shorts out of it.Golfed and rode 10 miles on the bike today. ...

McDonald’s AI Breach Reveals The Dark Side Of Automated Recruitment https://t.co/TTAM4gyu6M https://t.co/ptJZrTdlRt ...

Malaysia will likely miss its fiscal deficit target this year, as spending is seen exceeding projections and revenue may fall, according to Fitch Solutions' BMI https://t.co/8fP9okHdfA ...

5 Powerful ChatGPT Prompts To Be Your Most Unstoppable Self https://t.co/qS3MK0ocII https://t.co/qS3MK0ocII ...