Core Viewpoint - The market is experiencing a divergence, with significant capital flowing into AI hardware while other sectors like film and real estate are declining [3][4]. Group 1: Market Performance - The indices showed little movement, with the Shanghai Composite Index down 0.01%, the ChiNext Index down 0.29%, and the Shenzhen Component Index up 0.19% [1]. - Trading volume increased significantly to 2.55 trillion yuan, indicating active market participation despite stagnant indices [1][6]. Group 2: AI Hardware Sector - AI hardware stocks surged following Nvidia's earnings report, which revealed a 75% increase in data center revenue and optimistic guidance for the next quarter [3]. - Companies like Tianfu Communication, Hengtong Optic-Electric, and Shunling Environment reached historical highs, reflecting strong investor interest in the AI hardware supply chain [3][4]. Group 3: Investment Strategy - Caution is advised against chasing high prices in the AI hardware sector, as many stocks have reached new highs and profit-taking could occur [5][6]. - Two investment opportunities are highlighted: looking for "lagging" stocks within AI hardware that have not yet surged and identifying quality stocks in sectors like film and real estate that have been oversold but remain fundamentally sound [6]. - Emphasis on maintaining a balanced position in the market is crucial, given the rapid rotation of funds between sectors [6].

自动播放 凤凰网财经《发现新势力》：中美在 AI 的算法、算力、数据三大要素上，各自的竞争优势是什么？ 黄伟：AI 的三大要素是算法、算力、数据，算法方面，不管是中国华人还是在美国的华人团队，能力 端没有太大差别，中美基本持平或非常接近；算力上我们必须承认美国有相对优势，但这个优势只是速 度快慢的问题，并非美国有而我们没有；数据则是中国在中美 AI 竞争中一个相对明确的优势。现在关 键就看我们能否在 AI2.0 时代真正下沉，把数据的竞争优势发挥出来。只要同行能做好模型，同时将模 型以合适的产品方式落地到行业，中国 AI 的竞争前景我个人是非常乐观的。 本文来源为凤凰网财经《发现新势力》对话黄伟，完整视频内容在凤凰新闻客户端上线。 近日，云知声 (09678.HK) 创始人兼首席执行官黄伟在与凤凰网财经《发现新势力》对话时，谈及中美 AI 竞争的三大核心要素算法、算力、数据，他表示中美在算法层面能力基本持平，美国在算力上有相 对优势，而中国的核心优势在于数据，若能将模型与行业数据结合并做好产业落地，中国 AI 的发展前 景非常乐观。 （以下内容节选自《发现新势力》对话黄伟，对话实录有删减） ...

Group 1 - An Australian trade union has requested an urgent meeting with WiseTech Global following the announcement of approximately 2,000 job cuts as part of a two-year AI-driven restructuring plan [1][3] - Professionals Australia, representing tech and engineering workers, emphasized that WiseTech must consult with staff and the union before implementing significant workplace changes and provide written details on the deployment of new AI systems and their impact on jobs [2][4] - WiseTech, based in Sydney, plans to integrate AI into its customer software and internal operations, which will affect around 29% of its global workforce of approximately 7,000 employees across 40 countries [3][4]

Presentations Page (IR website) FY2025 Analysts Briefing 1 Financial Highlights Stable expansion reflected in record service revenues and EBITDA; Maya gains supported core uptick | | FY25 | FY24 | Change | % Change | | --- | --- | --- | --- | --- | | Service Revenues [net of interconnection costs] | 196.2bn | 194.7bn | +1.5bn | +1% | | Cash Opex, Subsidies, Provisions (ex-MRP) | 84.9bn | 86.1bn | -1.2bn | -1% | | EBITDA (ex-MRP) | 111.2bn 52% margin | 108.5bn 52% margin | +2.7bn | +3% | | Depreciation & Amo ...

如果说Seedance 2.0提供了"大脑"，像宇树科技这样的中国科技公司则提供了"躯体"。春节联欢晚会上 几十台人形机器人同步流畅的舞姿，不仅是精心编排的视觉盛宴，更是商业意图的宣言。作为行业领军 者，宇树科技立下雄心勃勃的目标，个人及工业机器人时代已不再是遥不可及的科幻概念。 这些机器人的先进技术——能完成后空翻、穿越崎岖地形、以惊人精度模拟人类步态，凸显机械工程与 感知融合技术的成熟。在中国构想的未来图景中，这些机器人是人工智能体的延伸。它们被设计用于工 厂作业、养老护理等，弥合数字智能与体力劳动的鸿沟。 在屏幕外，驱动这些系统的智能日益自主化。阿里巴巴等科技巨头近期升级的核心主题，正是从"聊天 机器人"向"智能体"的蜕变。不同于仅响应指令的传统AI，这些智能体具备功能性智商与情商，能够在 现实世界执行复杂的多步骤任务。 值得注意的是，中国AI领域是在国际贸易受限制的情况下接连取得突破的。尽管在高端半导体领域受 限，但中国企业展现出"事半功倍"的非凡能力。美国分析师观察到，中国正通过优化软件以适配国产硬 件实现重大突破。国产芯片与本土算法的协同效应表明，原本试图阻碍中国科技发展的"瓶颈"，反而催 生出更 ...

WPP's CEO to merge ad agencies in turnaround plan | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The corporate logo of WPP is seen in this picture from 2018, obtained July 12, 2019. WPP/Handout via REUTERS [Purchase Licensing Rights, opens new tab]LONDON, Feb 26 (Reuters) - WPP [(WPP.L), opens new tab] will combine its agencies into a single company underpinned by AI and data, with four units including a new "WPP Creative", under ...

Core Viewpoint - The "Xuanwu District 2026 Action Plan for Optimizing the Business Environment" aims to create a more efficient, cost-effective, and service-oriented development ecosystem through six key dimensions: industrial ecology, service efficiency, rights protection, institutional openness, resource empowerment, and supply-demand matching [1][2]. Group 1: Industrial Development - Xuanwu District plans to introduce over 60 flagship stores in 2026 and will focus on developing data industry clusters, leveraging the Xuanwu Large Model Factory to create benchmark scenarios like "AI + Cultural Tourism" [1][2]. - The district will promote the construction of the "Digital Carbon Valley" and a green low-carbon service platform while upgrading traditional industries through key projects like the renovation of the Nanjing Cultural and Arts Center [1][2]. Group 2: Government Services - The core goal of the action plan is to make business operations easier and more secure by implementing integrated services for market entities throughout their lifecycle and deepening the "efficient handling of one matter" reform [2]. - The plan includes support for the development of One-Person Companies (OPC) and the establishment of the "Xuanwu Modular Academy" to create a comprehensive AI talent training platform [2]. Group 3: Rights Protection and Regulation - The action plan emphasizes a clear and efficient rights protection system through inclusive and prudent regulation, credit benefits for enterprises, fair competition, and commercial mediation [2][3]. - It will implement smart regulation through "scan to enter" methods and reduce redundant inspections while exploring flexible regulatory approaches [2]. Group 4: Open Economy - The plan focuses on high-level openness in areas such as cross-border e-commerce, intellectual property protection, and China-Central Asia trade, aiming to create a stable and transparent foreign business environment [3]. - Xuanwu District will introduce a one-stop service for foreign notarization and consular certification, enhancing the convenience of foreign services [3]. Group 5: Resource Allocation - The action plan aims to build a mechanism for market-oriented allocation, precise supply, and efficient circulation of key resources like technology, talent, and data [4]. - It will promote the transformation of scientific and technological achievements and establish a layered collaborative industrial fund structure [4]. Group 6: Supply-Demand Matching - Xuanwu District will implement a regular, precise, and platform-based supply-demand matching mechanism, enhancing the functionality of platforms like "Xuanwu Release" and "Xuanwu Enterprise Services" [4]. - The district will organize activities to facilitate policy delivery and resource matching, aiming to boost regional industrial competitiveness [4]. Group 7: Future Outlook - In the coming year, Xuanwu District aims to enhance its reputation as a business-friendly environment, injecting strong momentum into regional high-quality development [5].

Market Analysis by covering: Vertiv Holdings Co. Read 's Market Analysis on Investing.com ...

Market Analysis by covering: Microsoft Corporation. Read 's Market Analysis on Investing.com ...

A股三大指数今日涨跌不一，截至收盘， 上证指数跌0.01%，深成指涨0.19%， 创业板指跌0.29%， 北 证50指数跌0.15%，沪深京三市成交额25566亿元，较上日放量757亿元，三市超2400只个股上涨。 板块 题材上，CPO、铜缆高速连接、光纤、PCB、液冷 服务器、 风电设备、 航空发动机、 培育钻石、 半 导体、 代糖概念股涨幅居前； 影视院线、 保险、 房地产、短剧 游戏、 汽车整车、贵金属、 免税店、 白酒、零售板块跌幅居前。盘面上，隔夜英伟达财报超预期提振AI产业链情绪，CPO、铜缆、液冷服务 器、PCB等AI硬件股集体大涨， 天孚通信、 亨通光电、 申菱环境、 华丰科技多股盘中创出历史新高。 国产 算力芯片股同样受益AI浪潮集体上扬， 寒武纪午后一度涨近10%。 商业航天板块午后活跃， 电科 蓝天、 航天动力涨幅居前。此外， 电网设备、培育钻石、 环保板块盘中亦有拉升。另一方面，影视院 线板块延续弱势， 博纳影业尾盘再度跌停。房地产板块兑现昨日上海楼市新政利好， 我爱我家、 世联 行多股回调。 ...