□ 吴莹 教学模式个性化：实现因材施教与精准育人。以升级数字思政平台功能为抓手，在现有"4+1+X"课程架 构中系统融入元宇宙虚拟实践模块，借鉴上海开放大学等单位的实践经验，搭建"虚拟红色教育基 地""虚拟科技展馆"等数字化教学场景，引导学生以数字身份沉浸式感知革命精神与科技强国力量。依 托生成式人工智能(AI)与动态学情分析技术，构建AI助教、全息课堂等新型教学载体，针对不同年龄、 职业与学习背景的青年群体，实施"一人一策"的个性化学习路径规划与内容精准推送，促进思政课程与 青年学业发展、职业成长有效衔接，实现育人的精准适配与深度赋能。 资源生态共享化：搭建多元协同平台。以云平台、虚拟现实、增强现实及大模型为技术支撑，构建共建 共享的数字思政课程资源库，灵活适配终身教育、社区教育、老年教育等多类教育场景需求。充分发挥 开放教育网络化办学优势，推动高校与政府部门、科技企业等建立战略协作关系，共同建设低成本、高 效益的教育教学模型与产业实践基地。通过对接"学分银行"与数字学习成果认证体系，聚合优质思政资 源构建"云端智库"。同时，建立覆盖全流程的数字化管控机制与数据安全保护体系，筑牢资源共享与质 量保障的双重防 ...

上海证券交易所近日发布公告，上市委员会定于2025年12月24日召开会议，审议视涯科技股份有限公司 的科创板首发上市申请。这标志着，这家在半导体显示技术领域深耕多年的国家级专精特新"小巨人"企 业，或将在不久后登陆资本市场，为其引领下一代近眼显示革命注入强劲动力。 凭借卓越的产品性能，视涯科技已迅速成长为全球硅基OLED领域的核心力量。根据行业报告，2024年 全球XR设备硅基OLED产品市场中，视涯科技出货量占比约35.2%，稳居全球第二、中国第一，成为该 赛道中仅有的两家实现百万级出货量的企业之一。公司的产品已广泛应用于消费电子、工业应用等多个 前沿领域，客户覆盖了字节跳动、雷鸟创新等众多行业头部企业。从为大疆无人机提供第一视角飞行体 验，到为医疗领域开发"近眼操作"的微创手术设备，视涯科技正将科幻般的视觉体验变为现实，持续拓 宽技术的应用边界。 拥抱未来，开启无限增长空间。当前，以生成式人工智能(AI)为代表的技术浪潮，正推动XR设备成为 多模态交互的最佳载体，为近眼显示产业带来历史性机遇。视涯科技所处的赛道市场前景极为广阔，据 预测，全球硅基OLED显示屏市场规模在2030年有望达到近680亿元，年复 ...

Core Viewpoint - PayPal has raised its full-year earnings forecast and announced a partnership with OpenAI to integrate its digital wallet into ChatGPT, leading to a significant increase in its stock price during pre-market trading [1][2]. Financial Performance - For the third quarter, PayPal reported a non-GAAP earnings per share of $1.34, exceeding market expectations of $1.20, with revenue reaching $8.42 billion, surpassing the analyst average estimate of $8.23 billion [4]. - Total payment volume was $458.1 billion, reflecting an 8% year-over-year growth, which was better than the market expectation of $450.3 billion [4]. - Transaction and credit losses amounted to $483 million, a 37% increase compared to the same period last year, exceeding the analyst forecast of $479 million [4]. - The company has also initiated its first-ever dividend plan, distributing $0.14 per share, indicating confidence in its cash flow and long-term profitability [1]. Strategic Partnerships - The collaboration with OpenAI aims to enhance the online shopping experience by providing payment technology support for AI-driven product searches, allowing users to convert browsing into actual purchases [1][3]. - PayPal is positioning itself at the forefront of the AI shopping revolution, with the partnership expected to facilitate a seamless payment experience from conversation to checkout [3]. - The company is also expanding its AI shopping infrastructure through partnerships with Google and other AI firms, indicating a strategic focus on integrating AI into its payment solutions [3]. Market Trends - The partnership with OpenAI reflects a broader trend in online retail, where AI shopping tools are becoming essential for consumer engagement, enabling personalized product research and price tracking [3]. - The private credit market continues to expand, as evidenced by Blue Owl Capital's agreement to acquire approximately $7 billion in "buy now, pay later" loans from PayPal, highlighting the growth potential in this sector [5].

Core Viewpoint - The article highlights the significant developments and market performance of Nvidia, emphasizing its leading position in the AI sector and the potential for further stock price increases. Group 1: Nvidia's Market Performance - Nvidia's stock price opened high on July 17, reaching a market capitalization of $4.22 trillion, marking a historical high [1] - As of July 17, Nvidia's market capitalization was reported at $4.18 trillion, nearly equivalent to the total market value of the 214 smallest companies in the S&P 500 index [3] Group 2: Key Developments - Nvidia's CEO, Jensen Huang, announced the approval of H20 chips for sale in China and the upcoming launch of the RTX Pro GPU [2] - Huang has been executing a pre-arranged stock selling plan, having sold a total of 120,000 shares this year, valued at approximately $190 million [2] Group 3: Analyst Predictions - Analysts from Barclays and Loop Capital have raised Nvidia's target stock price to $200 and $250 respectively, suggesting a potential market capitalization of $4.9 trillion and $6 trillion [4]

Group 1 - The core viewpoint of the articles highlights that NVIDIA's CEO Jensen Huang has been reducing his stake in the company, selling a total of 225,000 shares worth approximately $38 million in July 2023 as part of a pre-arranged trading plan [1][2] - Huang's trading plan, established under the 10b5-1 rule, allows insiders to sell shares at predetermined times to avoid allegations of insider trading, with a total of 6 million shares planned to be sold by 2025 [1] - Since the beginning of the year, Huang has sold a total of 1.2 million shares, amounting to about $190 million, while in the previous year, he cashed out over $700 million through a pre-arranged plan [1] Group 2 - NVIDIA has become a leading GPU manufacturer, widely used in AI training and deployment, and has reached a market capitalization of $4.18 trillion, surpassing both Microsoft and Apple [2] - The company's market value is now nearly equivalent to the combined total of the 214 smallest companies in the S&P 500 index [2] - Analysts on Wall Street believe there is still room for NVIDIA's market value to increase, with Barclays raising its target price to $200, which would elevate NVIDIA's market cap to $4.9 trillion [2] Group 3 - Loop Capital analyst Ananda Baruah has set the highest target price on Wall Street for NVIDIA at $250, which would result in a valuation of $6 trillion if achieved [3]

Core Viewpoint - Nvidia has become the first company in history to surpass a market capitalization of $4 trillion, achieving this milestone ahead of competitors like Apple and Microsoft [1][5]. Company Performance - Nvidia's stock closed at $164.10, marking the first time it reached the necessary price of $163.93 to achieve a $4 trillion market cap, ultimately closing at $4.004 trillion [1]. - The company's market capitalization is now nearly equivalent to the combined total of the 214 lowest market cap companies in the S&P 500 index [5]. CEO Wealth and Ranking - Nvidia CEO Jensen Huang holds approximately 3.5% of the company's shares, with his net worth rising to about $143 billion, an increase of over $28.7 billion this year [2][3]. - Huang's wealth has positioned him as the 10th richest person globally, just behind Warren Buffett, whose net worth is approximately $144 billion [2][3]. Market Outlook - Analysts remain optimistic about Nvidia's growth potential, with Barclays raising its price target to $200, which would elevate Nvidia's market cap to $4.9 trillion [5]. - Loop Capital has set the highest target price for Nvidia at $250, which would result in a valuation of $6 trillion if achieved [6]. Industry Context - The surge in Nvidia's market value is largely attributed to the rise of generative artificial intelligence (AI), which is expected to revolutionize business and reshape human-technology interactions [5]. - Major clients such as Microsoft, Meta, OpenAI, and Alphabet are competing to accumulate computing power for developing advanced chatbots and language models, indicating a seemingly insatiable demand for Nvidia's cutting-edge AI chips [5].