又一家特斯拉浙江供应链公司即将上市。 1月9日，新剑传动启动上市辅导。 新剑传动与三花智控、拓普集团并称"T链"（即特斯拉）浙江三巨头，其中三花和拓普已经上市。 如果新剑传动此次上市成功，三巨头将在A股集结。 2025年，新剑传动创始人单新平豪掷26亿元，锚定行星滚柱丝杠——马斯克擎天柱机器人的关键部件。 一家年收入不到2亿元的公司，却要投26亿元扩产，到底是什么给了他勇气？ ● 单新平 1997年，国企改制潮席卷而来，32岁的单新平接到通知：他所在的临安手表螺钉厂改制搬迁，自己成了下岗职工。 多年后回忆起那一刻，单新平反而觉得，这是老天爷给了自己换赛道的机会。 此前的11年里，他从一名退伍兵，一路干到生产营业科科长。那是一份令人羡慕的"铁饭碗"，每天与毫米级的螺钉打交道，供货给欧米茄、劳力士等国际大 牌。 饭碗没了，就自己造一个。 1999年，单新平揣着28万元全部积蓄，回到老家浙江昌化，创办了浙江新剑精密制品有限公司。 厂房选在一座废弃的敬老院——外墙斑驳，屋顶漏雨，他和工人们自己粉刷修缮。三台旧车床，就是全部家当。 创业头几年，新剑做的还是老本行：手表螺钉。靠着精度，他们再次打入瑞士名表供应链。可单新平 ...

Core Viewpoint - ServiceNow reported better-than-expected quarterly performance and sales guidance, but investor anxiety regarding potential disruption from artificial intelligence (AI) continues to weigh on its stock price, which fell approximately 6% in after-hours trading [1]. Financial Performance - In the recently concluded fourth quarter, ServiceNow's subscription revenue grew by 21% to $3.47 billion, and adjusted earnings per share were $0.92, both exceeding Wall Street expectations [1]. - The number of customers with annual contract values exceeding $5 million increased from 553 to 603, indicating steady expansion of its large customer base [1]. - The company expects subscription revenue for the current quarter to be around $3.65 billion, above analyst forecasts, and the current remaining performance obligations (cRPO) are projected to grow nearly 23% this quarter, also surpassing expectations [1]. Market Sentiment - Despite the positive financial results, the stock price decline reflects deep-seated market concerns about the long-term impact of technological disruption on traditional software leaders [2][6]. - Analysts have noted a significant divergence in valuation logic within the software industry, contributing to the unexpected stock price drop despite strong earnings and guidance [6]. AI Strategy - ServiceNow's CEO Bill McDermott defended the company's AI strategy, emphasizing that ServiceNow is not just an application vendor with added AI features but a key platform for enterprises to implement AI in operations [4]. - The company's main generative AI product, Now Assist, has exceeded expectations, with annual contract value surpassing $600 million by the end of December [4]. - To enhance its AI capabilities, ServiceNow is allowing customers to use most major AI models within its tools and has expanded its relationship with Anthropic PBC for greater access to its Claude model, alongside a three-year agreement with OpenAI [4]. Strategic Expansion - In addition to organic growth, ServiceNow is pursuing expansion through significant acquisitions, including a $7.75 billion acquisition of cybersecurity startup Armis, expected to close in the second half of the year [5]. - The CEO denied speculation that the acquisition was driven by necessity, stating it is aimed at entering new markets, and indicated that there are no other large market gaps to fill post-acquisition [5]. - The company's board announced an additional $5 billion stock repurchase plan, primarily to manage dilution effects, following an initial repurchase plan announced in May 2023 [5].

AI领域的未来一定属于年轻人，世界会把最困难的问题留给年轻人解决。 "技术颠覆是必然的，但何时发生难以预测。"中国工程院院士、之江实验室主任、阿里云创始人王坚近日在中国澳门举办的BEYOND Expo 2025大会上多 次谈起了"技术颠覆"，强调人们要敬畏技术，保持开放。 年轻人、小企业在AI领域的可能性受到王坚关注。他表示，像Deepseek、宇树科技等公司的崛起证明了小企业也能创造奇迹，"人们曾认为AI颠覆只能由 大公司推动，但现实是，不被看好的小团队反而可能突破——这就像在中国澳门做科技展，看似不可能，反而孕育机会。 "他还表示，AI领域的未来一定 属于年轻人，世界会把最困难的问题留给年轻人解决。 回顾推广云计算时受到的质疑，王坚表示，坚持创新最重要的信念是你必须相信自己做的事情有意义，其次，要理解"颠覆性技术"的本质——早期必然不 被理解。比如半导体刚出现时，没人认为它会颠覆世界，30年后才成为核心产业。如果一项技术一开始就被所有人认可，那它大概率不是颠覆性的。 本次大会上，王坚提到了"计算、人工智能、卫星和太空"，他表示"现在正是要思考如何将AI应用于太空的时候"，通过人工智能和太空计算基础设施的打 ...