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华星创业:将深耕移动通信技术服务并拓展数字经济业务
Sou Hu Cai Jing· 2025-08-01 04:51
Core Viewpoint - The company is actively seeking to turn around its financial performance by leveraging its core business and development strategy, focusing on expanding its profitability through various initiatives [1] Group 1: Business Strategy - The company plans to integrate various advantageous resources to explore new development channels and expand its business profitability [1] - The company will continue to deepen its services in mobile communication technology, focusing on the needs of operators and major equipment manufacturers for technological research and development [1] - The company aims to actively expand business cooperation with operators and major equipment manufacturers in sectors such as government enterprises and the digital economy [1] Group 2: Industry Opportunities - The low-altitude economy presents multiple opportunities for the communication industry, which the company intends to capitalize on by leveraging its years of experience in the field [1] - The company will continue its research and development in digital products related to the metaverse, virtual reality, and digital humans, aiming to expand its related business [1]
香港稳定币今日开闸,“5年左右将逐渐取代SWIFT”
Guan Cha Zhe Wang· 2025-08-01 03:42
【文/观察者网 陶立烽】 今天(8月1日),全球第一个针对法币稳定币的全面监管框架——香港《稳定币条例》正式实施,相关 机构可以开始申请牌照。 就在不久前,美国总统特朗普也签署了三个加密货币法案。相比于美国,香港的稳定币法案更加简洁明 了,也更加严厉:2500万港元准入门槛、100%资产抵押、1日内赎回保障。 一位从事10年稳定币相关业务的行业人士邵星认为,未来稳定币发行后,需要寻找渠道和流量平台来承 接,要有大量的应用场景来落地。邵星也预计,之后五年左右,以合规稳定币为基础的点对点支付方式 逐渐代替SWIFT(国际资金清算系统),整个金融体系会发生重大变化。 稳定币是什么? 到今年6月下旬,加密资产的总市值已经超过3万亿美元,超过法国去年GDP,其中稳定币的规模达到 2600亿美元左右,较2020年增长超40倍。 稳定币自2014年诞生,最初并未受到广泛关注。当时加密货币市场尚处于早期阶段,用户仍可用传统货 币直接买卖加密资产,稳定币作为中间介质的需求有限。随着越来越多国家对法币与加密货币之间的兑 换实施限制或禁令,稳定币逐渐成为加密资产市场内部交易的重要媒介,并在全球范围内流行起来。 而这一轮的热潮开始于 ...
香港稳定币今日开闸,业内人士:5年左右将逐渐取代SWIFT
Guan Cha Zhe Wang· 2025-08-01 03:29
Group 1: Regulatory Framework - Hong Kong's "Stablecoin Ordinance" officially implemented on August 1, allowing institutions to apply for licenses [1] - The ordinance requires a minimum capital of 25 million HKD and mandates 100% asset backing for stablecoins [1][10] - Issuers must ensure that stablecoins are redeemable at face value within one working day, addressing investor protection concerns [10] Group 2: Market Dynamics - As of June 2023, the total market capitalization of cryptocurrencies exceeded 3 trillion USD, with stablecoins reaching approximately 260 billion USD, a growth of over 40 times since 2020 [2] - Stablecoins have become essential for internal transactions in the cryptocurrency market due to restrictions on fiat and crypto exchanges [2] - The demand for stablecoins is expected to grow significantly, particularly in cross-border payments and gaming sectors [5][19] Group 3: Technological and Operational Aspects - Stablecoins are built on public blockchain technology, with Ethereum and TRON being the most prominent platforms [3] - Financial institutions like JPMorgan and major credit card companies have already integrated stablecoin solutions into their operations [3] Group 4: Future Outlook - Industry expert predicts that within five years, compliant stablecoins will gradually replace SWIFT for peer-to-peer payments, leading to significant changes in the financial system [19] - The development of stablecoins is seen as a strategy to bolster the dominance of the US dollar in the global economy [17][18]
扎克伯格用"超级智能"概念为AI巨额投资辩护
Sou Hu Cai Jing· 2025-07-31 16:49
Group 1 - Meta is investing hundreds of billions into GPU data centers, yet struggles to compete with rivals like OpenAI and Anthropic [2][3] - CEO Mark Zuckerberg is shifting focus towards a vague new goal of AI superintelligence, claiming signs of self-improvement in AI systems [2][3] - Meta aims to create personal superintelligence for users, emphasizing empowerment rather than job displacement [2] Group 2 - The blog post coincides with Meta's upcoming Q2 earnings report, amid scrutiny over infrastructure spending and high salaries for the new "superintelligence" team [3] - Meta is undertaking massive infrastructure projects, including a 2.2 GW AI supercluster in Louisiana, with plans for multiple multi-GW data centers [3] - By the end of the year, Meta plans to operate over 1.3 million NVIDIA and AMD GPUs for model training, with capital expenditures potentially reaching $72 billion by 2025 [3] Group 3 - Despite significant investments, Meta's AI models, including the Llama 4 series, have received lukewarm responses and faced criticism for benchmark manipulation [4] - Meta reportedly abandoned its most powerful model, Behemoth, which was expected to have 2 trillion parameters [4] - Analysts are expected to question the rationale behind Zuckerberg's AI spending spree during the earnings call, recalling past failures in the metaverse initiative [4]
国务院:深入实施“人工智能+”行动 大力推进人工智能规模化商业化应用
Mei Ri Jing Ji Xin Wen· 2025-07-31 16:21
Group 1 - The core viewpoint of the article emphasizes the importance of implementing the "Artificial Intelligence +" initiative to accelerate the commercialization and application of AI across various sectors, leveraging China's comprehensive industrial system and large market scale [1][2] - The transition from "Internet +" to "Artificial Intelligence +" signifies a fundamental shift from digitalization to intelligence, necessitating systematic policy guidance to meet the demands of the intelligent economy era [2][3] - The "Artificial Intelligence +" initiative aims to provide a top-level framework for integrating AI into various fields, fostering horizontal collaboration among industries through unified data, computing power, and algorithm standards [3] Group 2 - The meeting highlighted the need to optimize the AI innovation ecosystem by enhancing the supply of computing power, algorithms, and data, while also strengthening policy support and talent development [4] - The establishment of an open-source ecosystem is crucial for supporting industrial growth, particularly in traditional manufacturing and emerging strategic industries, facilitating the transition to flexible intelligent manufacturing and accelerating technological breakthroughs [5] - The meeting also discussed the implementation of interest subsidy policies for personal consumption loans and service industry loans to lower financing costs and stimulate market activity [6]
美股异动 Q2日均活跃用户创历史新高 “元宇宙第一股”Roblox(RBLX.US)涨超13%
Jin Rong Jie· 2025-07-31 14:55
本文源自:智通财经网 周四,Roblox(RBLX.US)股价走高,截至发稿,该股涨超13%,报142美元。公司Q2营收10.8亿美元, 同比增长21%。日均活跃用户增长41%,达到1.118亿,创下历史新高。用户参与时长也同比跃升58%, 达到274亿小时。这一增长很大程度上得益于"种植园"等病毒式传播的热门游戏。财务方面,第二季度 预订额达14.4亿美元,远超市场预期的12.4亿美元。Roblox大幅上调了2025财年的预订收入预期,从此 前的52.9亿-53.6亿美元提高至58.7亿-59.7亿美元。公司还预计第三季度预订额将达到15.9亿-16.4亿美 元,同样超出了此前13.5亿美元的预期。 ...
Q2日均活跃用户创历史新高 “元宇宙第一股”Roblox(RBLX.US)涨超13%
Zhi Tong Cai Jing· 2025-07-31 14:35
周四,Roblox(RBLX.US)股价走高,截至发稿,该股涨超13%,报142美元。公司Q2营收10.8亿美元, 同比增长21%。日均活跃用户增长41%,达到1.118亿,创下历史新高。用户参与时长也同比跃升58%, 达到274亿小时。这一增长很大程度上得益于"种植园"等病毒式传播的热门游戏。财务方面,第二季度 预订额达14.4亿美元,远超市场预期的12.4亿美元。Roblox大幅上调了2025财年的预订收入预期,从此 前的52.9亿-53.6亿美元提高至58.7亿-59.7亿美元。公司还预计第三季度预订额将达到15.9亿-16.4亿美 元,同样超出了此前13.5亿美元的预期。 ...
美股异动 | Q2日均活跃用户创历史新高 “元宇宙第一股”Roblox(RBLX.US)涨超13%
智通财经网· 2025-07-31 14:30
周四,Roblox(RBLX.US)股价走高,截至发稿,该股涨超13%,报142美元。公司Q2营收10.8亿美元, 同比增长21%。日均活跃用户增长41%,达到1.118亿,创下历史新高。用户参与时长也同比跃升58%, 达到274亿小时。这一增长很大程度上得益于"种植园"等病毒式传播的热门游戏。财务方面,第二季度 预订额达14.4亿美元,远超市场预期的12.4亿美元。Roblox大幅上调了2025财年的预订收入预期,从此 前的52.9亿-53.6亿美元提高至58.7亿-59.7亿美元。公司还预计第三季度预订额将达到15.9亿-16.4亿美 元,同样超出了此前13.5亿美元的预期。 ...
东方文化上涨3.24%,报5.1美元/股,总市值1.06亿美元
Jin Rong Jie· 2025-07-31 14:27
Group 1 - The stock price of Oriental Culture (OCG) increased by 3.24% on July 31, reaching $5.1 per share, with a total market capitalization of $10.6 million [1] - As of December 31, 2024, Oriental Culture reported total revenue of $622.7 thousand, a year-on-year decrease of 60.59%, and a net profit attributable to shareholders of -$2.4335 million, an increase of 32.37% year-on-year [1] - Oriental Culture Holdings Limited provides e-commerce services for online collectibles and artworks, facilitating transactions for collectors, artists, dealers, and owners through its platform [1] Group 2 - The company operates through its subsidiary in Hong Kong, offering various collectibles, artworks, and certain goods for both individual and institutional clients [1] - Oriental Culture is developing NFTs related to cultural and art collections, as well as a metaverse project [1]
东方文化上涨5.85%,报5.229美元/股,总市值1.08亿美元
Jin Rong Jie· 2025-07-31 13:52
Group 1 - The stock of Oriental Culture (OCG) opened up by 5.85% on July 31, reaching $5.229 per share, with a total market capitalization of $108 million [1] - As of December 31, 2024, Oriental Culture reported total revenue of $622,700, a year-on-year decrease of 60.59%, and a net profit attributable to the parent company of -$2.4335 million, an increase of 32.37% year-on-year [1] - Oriental Culture Holdings Limited provides e-commerce services for online collectibles and artworks, facilitating transactions for collectors, artists, dealers, and owners through its platform [1] Group 2 - The company operates through its subsidiary in Hong Kong, offering various collectibles, artworks, and certain goods for both individual and institutional clients [1] - Oriental Culture is developing NFTs related to cultural and art collections, as well as a metaverse project [1]