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项目不重要,今年的 AI 投资,还是在投人
Founder Park· 2025-06-09 12:34
活动形式 招募要求 招募流程 时间地点 时间:2025 年 6 月 20 日下午 地点:北京|798·751 园区 入选福利 每位 Founder 有 20 分钟时间,分享自己的产品进展、创业思考。 分享结束后,互动嘉宾将就场景、产品、技术、商业前景等维度进行提问,引发对于项目中关 键问题的探讨和碰撞。 模型及算力调用 支持 Founder Park 社区曝光 模型、算力免费调用 产品设计、增长辅导 全部 Founder Show 线下展示项目将获得由变量资本提供的「创业者加速资源包」进阶版 AGI Founders Fund 投资绿色通道 AGI Founders Fund LP Office Hour(总计 3 小时) Founder Park 社区曝光、优先采访 Founder Park 社区伙伴提供的技术产品、算力、增长顾问等支持 通过初筛的项目均将获得由变量资本提供的「创业者加速资源包」标准版 9 位新锐 Founder,独立开发/拥有团队均可 泛 Gen AI 赛道,垂类场景和产品形态不限,有可展示的产品 Demo 更佳 如最终入选,可配合大会流程,进行约 20 分钟的产品展示及线下互动 报名时间 ...
帮主直击|创业板失血1%!核聚变逆天改命,资金暗战三大逻辑
Sou Hu Cai Jing· 2025-05-26 06:40
Core Viewpoint - The article highlights a significant market shift with the rise of nuclear fusion stocks amidst a broader decline in the ChiNext index, indicating a potential investment opportunity in the nuclear fusion sector driven by recent technological advancements and policy support [1][3]. Group 1: Market Dynamics - The nuclear fusion sector saw a surge with stocks like Haheng Huaton and Xue Ren Co. hitting the daily limit, with over 1.8 billion yuan in net inflow into the sector [3]. - The ChiNext index experienced a drop of 1.28%, primarily influenced by a 2.8% decline in Ningde Times, which negatively impacted the index by 0.6 percentage points [5]. - Foreign capital sold off 720 million yuan, indicating a potential shift in investment focus towards AI sectors [5]. Group 2: Key Drivers for Nuclear Fusion - A significant technological breakthrough was announced with the International Thermonuclear Experimental Reactor (ITER) set to achieve its first plasma discharge in 2026, with key performance indicators expected to exceed a Q value of 10, accelerating commercialization by five years [3][4]. - The market for nuclear fusion is projected to reach 7.8 trillion yuan if the cost of fusion power generation drops to 0.3 yuan per kilowatt-hour, with companies like Antai Technology and Western Superconducting seeing increased demand and profitability [4]. - The release of the "Nuclear Energy Technology Innovation Action Plan" by four ministries is expected to drive annual growth rates of 70% in the sector, supported by fiscal subsidies, tax incentives, and special bonds [4]. Group 3: Investment Strategies - Investors are advised to monitor the trading volume of key stocks like Xue Ren Co. and the overall sector's trading volume, which needs to exceed 15 billion yuan for sustained momentum [5]. - Signals for potential bottom-fishing in the ChiNext index include technical indicators for Ningde Times and support levels for the index [5]. - Caution is advised regarding sectors under pressure, such as innovative pharmaceuticals, and the ongoing outflow of foreign capital [5].