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主题投资月度观察(2025年第6期):数字资产治理,金融创新加速-20250629
Guoxin Securities· 2025-06-29 05:06
Group 1 - Google DeepMind released AlphaGenome, an AI tool capable of predicting how human DNA sequences regulate biological processes, processing up to 1 million base pairs with significant efficiency improvements [7][6][4] - Meta partnered with Oakley to launch the Oakley Meta HSTN, a high-performance AI eyewear targeting sports enthusiasts, featuring voice control and enhanced battery life [13][8] - Tesla initiated a pilot program for its Robotaxi service in Austin, Texas, marking a significant step towards the operational phase of autonomous ride-hailing [17][14] Group 2 - QuantumScape integrated the Cobra separator process into its battery production, achieving a major breakthrough in scalability and performance, with its QSE-5B solid-state cell showing promising specifications [20][18] - Google open-sourced the Gemini CLI, allowing developers to utilize its capabilities directly through the terminal, significantly enhancing command-line efficiency [23][21] - OpenAI launched the o3-pro model, an enhanced version of its previous model, excelling in deep reasoning and reliability, particularly in scientific and programming tasks [29][24] Group 3 - Ant Group and Junan International are positioning themselves in the Hong Kong virtual asset market, with plans to apply for stablecoin licenses following regulatory developments [65][63] - The successful clinical trial of an invasive brain-computer interface in China marks a significant advancement in neurotechnology, enabling a participant to control devices through thought [62][56] - The inaugural Jiangsu City Football League, "Su Super," has attracted significant sponsorship and interest, indicating a growing market for sports-related investments [68][66]
云交所董事长张健亲赴克里姆林宫会见
Sou Hu Cai Jing· 2025-06-17 10:02
三大亮点公开: 1.极寒电价优势:矿区用电成本仅为全球平均的1/5,全年可用率高达99.8%,全年无停电风险。 百亿美金投入,数字矿区即将在俄境启建,俄表态全力支持! 【莫斯科·特别快讯】2025年6月,全球数字经济版图再迎震撼升级——云交所(YunEX)董事长张健于 本周亲赴克里姆林宫,进行战略闭门会晤,双方就全球数字资产治理、区块链基础设施共建、以及能源 资源合作等关键议题达成高度共识。 重磅落地:云交所将在俄获批建设超大型区块链矿区 据知情人士透露,被项目已被批准在西伯利亚战略区域为云交所开放超大规模数字能源特区,作为"全 球数字算力战略通道"的首发核心节点。该区域将享有国策级电价补贴、无限制矿机部署权、专属能源 调度权,成为世界范围内首个"国家级区块链矿业自由港"。 百亿美金重仓,打通全球能源与算力命脉 张健董事长代表云交所,正式宣告将投资高达100亿美元,用于建设全球顶尖的绿色低碳超级矿区。该 项目预计部署超100万台高性能ASIC矿机,算力规模将超越冰岛、德克萨斯与中东联合算力中心,直接 掌握全球超7%的BTC网络算力份额。 "俄罗斯欢迎真正有国际影响力、有产业实操经验的中国企业加入我们的能源与科 ...