以下文章来源于橙子不糊涂 ，作者橙子 橙子不糊涂 . 88年，集成电路背景，主要写科技，偶尔聊聊宏观和新鲜事儿。 今天信息量有点大，挑重点的说。 1，今天野村的一篇报告内容比较狂野，标题更狂野： 雄心有多雄？ 先要挑战英伟达的主导地位… 2， Meta搞的是机架级的玩意儿，看起来不像是要纯自用 。具体的： （1）MTIA T-V1（2025年底-2026年初） 由博通设计，类似AWS Trainium 2的中介层尺寸，Celestica负责机架和交换机， 广达 制造计算托盘和 CDU，PCB使用高规格材料（M8混合 CCL ，36层）。 架构与散热方面，16个计算刀片和6个交换刀片垂直插入2个电缆背板，通过DAC连接，主要芯片液 冷，低功耗组件风冷。 （2）MTIA T-V1.5（2026年中期） （按住，翻译…） 中介层尺寸翻倍，超过5个光罩，计算能力接近NVIDIA下一代GPU Rubin，PCB高达40层。 （3）MTIA T-V2（2027年），计划采用更大的 CoWoS 封装，可能需要液冷到液冷散热，功率系统达 170KW以上。 3， Meta MTIA的百万级的出货量目标 2025年底-2026年 ...

Welcome back. Fed meetings getting underway today and some growing optimism perhaps among CNBC's Fed survey participants about the outlook for markets. Steve Leeman has the details for us.Steve. Yeah, David. A little bit brighter when it comes to the outlook for stocks with respondence to the CBC Fed survey uh lowering their recession probability and seeing more of a bounce back in the economy uh and stocks in 2026.Uh year end, we're looking at 6133. That's just up one and a half. But things look better for ...

Key Takeaways Intuitive Surgical's da Vinci and Ion systems anchor its growing minimally invasive care portfolio. ISRG supports its ecosystem with digital tools, analytics, and surgeon training to boost procedural outcomes. ISRG's ecosystem includes EndoWrist, SureForm staplers, and Firefly imaging to enhance surgical precision.Intuitive Surgical (ISRG) has built a comprehensive and integrated portfolio focused on advancing minimally invasive care, with its cornerstone being the da Vinci robotic surgical ...

Locked cycle tests exceed 90% copper and molybdenum recoveries and confirm clean final products with high separation efficiency Vancouver, British Columbia, June 17, 2025 (GLOBE NEWSWIRE) -- Surge Copper Corp. (TSXV: SURG) (OTCQB: SRGXF) (Frankfurt: G6D2) (“Surge” or the “Company”) is pleased to announce results from its recently completed metallurgical testwork program for its 100%-owned Berg Project, located in central British Columbia. The program was designed to support future pre-feasibility level tech ...

Phase 2 study, led by Dr. Antonio Jimeno at the University of Colorado Anschutz Medical Campus will evaluate NT219 in combination with either pembrolizumab or cetuximab as a strategy to overcome tumor resistance REHOVOT, Israel, June 17, 2025 (GLOBE NEWSWIRE) -- Purple Biotech Ltd. ("Purple Biotech" or "the Company") (NASDAQ/TASE: PPBT), a clinical-stage company developing first-in-class therapies that seek to overcome tumor immune evasion and drug resistance, today announced the initiation of a Phase 2 cli ...

M Idea The Viewpoint: When Will Higher Oil Prices Start to Affect Asia? Oil prices have spiked due to supply concerns but the effects on Asia should be manageable given a lower oil burden than before and moderate inflation. However, if oil prices move even higher to above US$85/bbl and a stronger USD is sustained, it may lead to delays in rate cuts. Key Takeaways In the event that oil prices rise above US$85/bbl in a sustained manner, on a relative basis within the region, Thailand, Korea, Taiwan, and India ...

[Applause] If you had one wish, what would it be. Wealth, fame, love. Well, what I would wish for is the power to convince anyone.And let me tell you why. But first, back when I was 7 years old, the PlayStation 4 console had just hit the stores, and all of my friends owned one. So, naturally, I tried to persuade my parents into buying me one.But sadly, with all my efforts, they declined. Well, of course, how can a mere child persuade anyone if only a seven-year-old me had the persuasion skills to convince t ...

Milestone Marks GEN’s Entry into Global Market and 50th Location, Signaling Strong Growth and Continued Expansion MomentumCERRITOS, Calif., June 16, 2025 (GLOBE NEWSWIRE) -- GEN Restaurant Group, Inc. (“GEN” or the “Company”) (Nasdaq: GENK), owner of GEN Korean BBQ, a fast-growing casual dining concept with an extensive menu and signature “grill at your table” experience, today announced the grand opening of its first international location in Ilsan, South Korea. “We are excited to return to our roots as we ...

J P M O R G A N Asia Pacific Emerging Markets Research 11 June 2025 China Local Markets 2H25 Outlook Not an easy time Executive summary Emerging Markets Strategy Tiffany Wang AC (852) 2800-1726 tiffany.r.wang@jpmorgan.com J.P. Morgan Securities (Asia Pacific) Limited/ J.P. Morgan Broking (Hong Kong) Limited Arindam Sandilya (65) 6882-7759 arindam.x.sandilya@jpmorgan.com JPMorgan Chase Bank, N.A., Singapore Branch See page 9 for analyst certification and important disclosures. www.jpmorganmarkets.com {[{LFSl ...

[Table_Title] 证券研究报告 /金融工程研究报告 公募量化发展的回首与展望 报告摘要： 海外历史：虽然作为金工/量化学科奠基的相关理论大约于 19 世纪才发 展起来，但翻阅衍生品发展和应用数学进行投资或交易的历史可以发现， 量化的思维早在千年之前已有萌芽。进入 19 世纪后，理论研究百花齐 放，为当前量化投研发展奠定了基础。2000 年后，计算机的普及，云计 算、大数据、机器学习技术的发展，为量化研究和投资注入新的活力。 从简单的机器学习，例如决策树、随机森林、SVM，到更为复杂的深度 学习模型，量化研究和投资在不断探索和进步。从各方口径得到的全球 对冲基金总管理规模数据并不统一，但较为一致的结论是由于对冲基金 策略的多元性，如股票多空/CTA/宏观对冲/多策略等，以及更高的灵活 性和长期相对稳定的收益能力，近年来对冲基金总管理规模增持续攀升， 其中的量化管理公司更是长期霸榜规模排名前列。在整体规模占比中， 北美市场对冲基金管理规模全球最高，占比约 7 成，其次是欧洲、中东 及俄罗斯等地。当前，AI 策略的采纳率迅速提高，基金经理越来越多地 应用人工智能和机器学习技术来提高运营效率并提高回报。随着 ...