整理 | 美股研究社 在这个快速变化的时代，人工智能技术正以前所未有的速度发展，带来了广泛的机会 。《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行业 洞察和价 值 分 析。 A I 快 报 3. CoreWeave股价盘后下跌，因加速AI投资计划导致利润下滑。 CoreWeave美股盘后冲高回落，一度下挫11%，目前跌6.6%。CoreWeave Inc.的季度利润预测 不及预期，因为该公司表示，将提前支出部分资金以满足客户需求。该公司在首次财报电话会议 上表示，第二季度营业利润（不包括部分项目）将达到1.4亿至1.7亿美元，低于分析师预期的 1.92亿美元。这家云计算提供商自3月份首次公开募股 (IPO) 以来，股价已飙升 69%。该公司表 示，今年初对人工智能的投资并未出现任何减弱的迹象。 4.北京时间周四，知名投资机构桥水基金向SEC递交截至今年3月31日的一季度持仓报告（13F 表）。 一季度共加仓283个标的、新进123个标的，减仓252个标的、清仓150个标的。桥水前十大持仓 标的占总市值的31.8%。 在前十大仓位的调整上，桥水基金却展现出了大胆而精准的操作，其 ...

证券代码：002195 证券简称：岩山科技 上海岩山科技股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关 | □ 特定对象调研 □ 分析师会议 | | --- | --- | | 系活动类 | □ 媒体采访 √ 业绩说明会 | | 别 | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | 其他 □ | | 活动参与 | 线上参加业绩说明会的投资者 | | 人员 | | | 时间 | 2025 年 5 月 15 日（周四）下午 15:00~16:30 | | 地点 | 公司通过上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） | | | 采用网络文字互动的方式参加 2025 年上海辖区上市公司年报集体业绩说明会 | | 形式 | 网络文字互动方式 | | 上市公司 | 董事长：叶可先生 | | 接待人员 | 副董事长、总经理：陈于冰先生 | | 姓名 | 董事、常务副总经理：陈代千先生 | | | 董事、副总经理：黄国敏先生 | | | 董事、董事会秘书：张未名先生 | | | 财务总监：喻佳萍女士 | | | 独立董事：蒋 ...

Group 1: Company Overview and Investor Relations - The company held an earnings briefing on May 15, 2025, to discuss the 2024 annual report and enhance interaction with investors [1] - The event was conducted remotely via the "Investor Relations Interactive Platform" [1] Group 2: Product Development and Technology - The company is focusing on brainwave interaction technology, particularly in sleep health, cognitive rehabilitation, and concentration enhancement [2] - Initial production of sleep health products, including smart sleep instruments and brainwave sleep monitoring devices, has been completed, but no substantial revenue has been generated yet [2] - Brainwave interaction technology is categorized as a type of brain-computer interface, utilizing non-invasive methods for data collection and analysis [2] Group 3: Future Directions and Market Strategy - The company plans to invest in the HarmonyOS ecosystem, targeting applications in hospitals, communities, and smart homes [3] - The revenue from the HarmonyOS ecosystem is expected to contribute significantly to the overall business, although specific percentages were not disclosed [3]

Core Viewpoint - Shanghai Aoyi Information Technology Co., Ltd. has completed a B++ round financing of nearly 100 million yuan, aimed at accelerating the market launch of finger joint rehabilitation exoskeleton robots and optimizing smart bionic hand products [1][4]. Company Overview - Established in 2015, Shanghai Aoyi is a high-tech enterprise located in Zhangjiang Hi-Tech Park, focusing on brain-machine interface and robotics technology [2]. - The company develops cutting-edge neural signal sensors, AI recognition technology for neural signals, and human-machine neural interface technology, with over 80 patents in its self-developed brain/muscle interface technology [2]. - Aoyi's product line includes smart bionic hands, neural rehabilitation exoskeletons, brain-machine interface systems, and wearable exoskeleton devices, with products like the OHand™ series receiving FDA/CE certification and commercializing in multiple countries [2]. Financing Situation - The B+ round financing was completed by the end of 2024, led by Huafa Group, with participation from Guangda Huitong and Heying Capital, with Shengkeji Capital serving as the financial advisor [5]. - The B++ round financing was completed in May 2025, with investments from Infinity Capital, Zhejiang Development Asset Management Co., and Womeda Capital [5].

1.【特斯拉机器人展示复杂舞蹈能力：揭示人形机器人运动控制新进展】特斯拉擎天柱机器人在海外社交 平台发布最新消息："刚开始热身"，并配有一段视频，其中能看到，在没有线缆保护的情况下，擎天柱 机器人动作流畅，做出了各种舞蹈和运动动作。特斯拉一工程师则转发该视频称，他们对该机器人进行 多项优化和修复。（新浪科技） 更多智能制造产业资讯 …… 扫码订阅 智能制造 产业日报， 精选行业新闻，帮你省时间！ 此外，如果您还想 查公司、找项目、看行业，深入了解人形机器人、商业航天、AGI等热门赛 道 ，欢迎加入睿兽分析会员，解锁相关行业图谱和报告等。 （活动期间加入会员可免费获赠一 份产业日报） 2.【苹果涉足脑机接口领域，用意念控制iPhone有望成真】据媒体报道，苹果正在深入研究脑机接口技 术，与初创公司Synchron合作，探索通过脑信号控制iPhone、iPad和Vision Pro等设备的可能性。这一前沿 技术有望为瘫痪患者和行动受限者带来全新的交互方式。Synchron是一家生产名为"Stentrode"的支架状植 入物的公司。该设备包含16个电极，通过颈静脉植入脑部运动皮层血管的网状电极阵列。其能捕捉大脑 发 ...

Core Viewpoint - The report from CITIC Securities expresses optimism about high-quality innovative pharmaceutical companies and emphasizes the importance of cutting-edge technologies such as brain-computer interfaces [1] Group 1: Industry Outlook - Global liquidity is expected to continue improving, which may benefit the pharmaceutical sector [1] - National policies are encouraging industrial innovation, creating a favorable environment for the growth of innovative drug companies [1] Group 2: Focus Areas - There is a strong recommendation to actively monitor advancements in frontier technologies, particularly in innovative drugs and pharmaceuticals, including bispecific and multi-specific antibodies [1] - The report highlights the significance of devices such as AI and brain-computer interfaces in the context of technological innovation [1]

Market News - US stock indices closed mixed, with Nasdaq up 0.72%, S&P 500 up 0.1%, and Dow down 0.21%; major tech stocks mostly rose, with Tesla and Nvidia up over 4%, Google up over 3%, and Netflix up over 1%; Intel fell over 4% [1] - International oil prices weakened, with WTI crude down 1.23% at $62.89 per barrel and Brent crude down 1.23% at $65.81 per barrel; gold prices also fell, with spot gold down 2.26% at $3176.58 per ounce [1] Industry Insights - On May 14, China's first fully interconnected space computing satellite constellation was successfully launched, marking the beginning of its networking phase; this constellation supports real-time processing of satellite data and aims to build a global integrated computing network [2] - Tesla released a video of its humanoid robot, Optimus, showcasing dance moves; the robot is designed to learn in a simulated environment and aims to expand its deployment across more factories by the end of the year [3] - Sichuan Province's economic and information technology department issued a plan to develop brain-computer interface and human-computer interaction industries, aiming to establish a leading innovation hub by 2027 [4] - The recent US-China tariff reduction talks have sparked a "space grabbing" battle in cross-border logistics, with companies rushing to ship goods before potential policy changes [6] Company Updates - Haizheng Materials announced a plan for a shareholder to reduce holdings by up to 202.68 million shares, accounting for no more than 1% of total shares [7] - Jingyuan Environmental Protection reported plans for executives to reduce their holdings by up to 120,000 shares, representing no more than 0.724% of total shares [8]

2.腾讯微信事业群架构调整：成立电商产品部，负责运营微信交易新模式 3. 原微软WizardLM项目团队加入腾讯混元，曝与裁员无关 1.大疆新机曝光！首款已上市却不在美国发售的大疆无人机，官方确认 4.加码AI！腾讯单季营收1800亿元，研发支出189.1亿元，最新员工人数逼近11万 5.雷军微博更改设置上热搜，只允许关注100天以上粉丝评论，王化回应：小题大做 6.甘薇官宣和贾跃亭离婚：没有给40亿，资产已冻结，双方已无商业关联 7.马斯克要求员工抓牢股票，但特斯拉董事长半年内套现1.98亿美元 8.苹果进军脑机接口领域，未来或可意念控制iPhone 今日头条 HEADLINE NEWS 大疆新机曝光！首款已上市却不在美国发售的大疆无人机，官方确认 5月14日，大疆在周二发布了新一代旗舰无人机Mavic 4 Pro。不过，据美媒报道，大疆确认，Mavic 4 Pro将不会在美国上市。美媒称，Mavic 4 Pro可能是大疆有史以来功能最强大的无人机，起售价13888 元。它首先配备上了360度旋转云台，能够拍摄倾斜、旋转画面，并实现真正的垂直拍摄。 要闻提示 NEWS REMIND 然而，它也是首款已上市却 ...

Group 1 - Red Star Macalline's founder, Che Jianxing, is under investigation by the Yunnan Provincial Supervisory Committee, but the company's board operations remain normal and control has not changed [2][3] - Manus's parent company, Butterfly Effect, denied reports of a $100 million financing round at a $1.5 billion valuation, stating the information is false [2] - Actor Gan Wei announced her divorce from Jia Yueting, denying any asset transfer or claims of receiving 4 billion yuan [3] Group 2 - Tencent reported Q1 2025 revenue of 180 billion yuan, a 13% year-on-year increase, with WeChat and WeChat's combined monthly active users reaching 1.402 billion, up 3% year-on-year [7] - JD.com announced that users whose orders were delayed by over 20 minutes during a system outage would receive a refund [8] - Neta Auto denied bankruptcy rumors, clarifying that a third-party advertising company filed for bankruptcy, not the company itself, while acknowledging internal difficulties [8] Group 3 - Wahaha's customer service confirmed that its purified water is produced by Jinmailang under quality standards, addressing consumer concerns about product differences [11] - Xiaomi's founder Lei Jun limited comments on his Weibo posts, citing a challenging period for the company [5] - The International Energy Agency projected that by 2025, one in four new cars sold globally will be electric, with sales expected to exceed 20 million units [24] Group 4 - Nvidia's market capitalization reached $3 trillion, with CEO Jensen Huang's net worth increasing by 50% year-on-year to approximately $120 billion [15] - CATL received over $50 billion in institutional orders, achieving a 30-fold oversubscription for its IPO, potentially making it the largest IPO of the year [15] - Meizu launched the Note16 series smartphones with prices starting at 594.15 yuan after subsidies [17]

Group 1: Quantum Technology - Chengdu has launched the world's first gallium nitride quantum light source chip, marking a significant breakthrough in quantum technology for China [1][3] - The quantum light source chip is described as the "heart" of the quantum internet, essential for generating and transmitting quantum information, akin to servers and fiber optics in the traditional internet [3] - This technology offers a physical encryption method that fundamentally addresses security issues, ensuring any attempts to eavesdrop or tamper with information transmission are immediately detected [3] Group 2: Low-altitude Economy - Sichuan has announced the launch of eight low-altitude transportation routes, aiming to develop the low-altitude economy and enhance industrial ecology [4][6] - The AE200 flying car, developed by Wofei Chang Kong, is expected to undergo manned verification flights this year, with plans for commercial operation by 2026 [4][6] - The new low-altitude routes will significantly reduce travel time, such as the route from Chengdu to the ancient town of Langzhong, which will take approximately 60 minutes [6] Group 3: Industrial Development - The 2025 China Industrial Transfer Development Matching Event in Sichuan aims to deepen industrial cooperation with eastern regions and attract more enterprises to the province [7] - The event includes various activities focusing on key industrial chains such as artificial intelligence, aerospace, and new energy, promoting collaboration and project implementation [7] Group 4: Infrastructure Development - The G8513 line from Jiuzhaigou to Mianyang has achieved significant construction milestones, with the completion of the last tunnel, paving the way for a new highway that will reduce travel time from Chengdu to Jiuzhaigou from 8 hours to 4 hours [17] - The Chongqing section of the Yuxia high-speed railway has entered the operational testing phase, which will enhance connectivity and economic development along the route [18] Group 5: Housing Policy - Chengdu's new housing provident fund policy proposes an increase in loan limits for purchasing affordable housing, with the maximum loan amount rising by 50% [19] Group 6: Brain-Computer Interface Industry - Sichuan has introduced a plan to develop the brain-computer interface and human-computer interaction industry, supporting hospitals to conduct implantable brain-machine interface surgeries [20] Group 7: Sports Achievement - The Chengdu men's table tennis team has advanced to the finals of the National Games, marking a historic achievement as the first city unit to compete in the event [21]