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汇丰私行:2025年第三季投资展望报告:动荡市场的制胜之道
汇丰· 2025-06-24 15:30
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 ≀勹⛒䘜 ⇎側ᷣ快 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 ㈭峜⯭㚳 2025⸌䫄ᶡ⫻ 㪺彦弶 05 慥夙ᷓ栰Ằ⃠㈭峜䫮䓽 10 䚆⻭ 04 Ḭ⢿㈭峜崣≗䱖御ᷓ栰 20 倹䤀 22 ῒ⇐ 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 更多一手海外资讯和海外投行报告加V:shuinu9870 25 ⢮㯟⢿⬯ⓞ 27 ⮑⅊➒慩 29 䥙≷⛒ 31 ㇗⛈ḿ埤ᶲ 32 㑈䧗Ṓ 33 ⃥岻⢈㖦 2 更多资料加入知识 ...
student career | Sri Charan Lakkaraju | TEDxCMRIT Hyderabad
TEDx Talks· 2025-06-16 15:12
Good morning everyone. Yeah, I'm doing a very conscious. They said you should not cross this border.So I was just thinking am I in a right place. Okay, we'll start now. Lot of students who are sitting here, I was one among them almost 16 years back.And 16 years back I had the same word because when the name starts with C as chan which I didn't choose my parents have chosen it but there was another C which was associated with my name which was called as colleges and those colleges have started the thought in ...
The more you learn, the less you know | Summer Cameron | TEDxUWCMaastricht
TEDx Talks· 2025-06-12 15:44
We've got our very own student summer Cameroon who's in her last year in United World College's master and today she will be talking about uh identity and how it define ourselves of societal pressures and expectations. Please welcome somewhere on the stage. [Applause] Okay.Hello everybody. Good to see you. So, first I want to start off by introducing myself.So, my name is Summer Cameron and I was born in the United States and I was raised specifically in Seattle, Washington. And I want to take you back to m ...
贸易动荡中的AI数据中心投资是否降温?专家:投资方向未发生根本性逆转
Di Yi Cai Jing· 2025-05-20 09:57
尽管全球经济增长面临不确定性,科技巨头仍在对人工智能(AI)数据中心作出投资承诺。 虽然企业在项目选择上更加谨慎,扩张速度有所放缓,但并未出现方向上的戏剧性转变或逆转。 帕莱什还表示,当前训练AI模型的成本下降,但并不意味着支出的显著收缩。"我们观察到的行为更符 合杰文斯悖论(Jevons' paradox),即随着成本降低,对这些技术的需求反而增加。尽管存在贸易战和 部分成本上升因素,我们预计该领域仍将实现稳健增长。"他说。 落地难题:规划与现实的鸿沟 5月19日,英伟达与阿联酋人工智能投资公司MGX联合法国AI领军企业Mistral AI等企业宣布,将在法 国建设总容量达1.4吉瓦的欧洲最大AI数据中心园区,项目总投资85亿欧元,首阶段预计2028年投入运 营。 上周,美国商务部于15日宣布将与阿联酋合作在阿布扎比建设一座总容量达5吉瓦的数据中心,预计这 将成为美国以外最大的AI数据中心园区。据报道,OpenAI将成为该园区的核心租户之一。 但据全球商业地产公司世邦魏理仕(CBRE)估计,特朗普政府的关税措施可能将使商业项目的建筑成 本增加3%至5%。 牛津经济研究院高级经济学家帕莱什(Nico Pale ...
欧美机器人,急着进厂拧螺丝
Hu Xiu· 2025-05-10 00:10
它在社交媒体上也是争议最大的一家。有人质疑它的经过加速处理的视频,剪辑过于精美;也有人质疑 它的机器人并不比现在的机械臂、AGV或洗碗机做得更好。《财富》调研了一番,认为它夸大了自己 与宝马合作的价值,此前宣传"队伍"规模和"端到端操作"细节,与该汽车巨头所述实际情况之间差异巨 大。 美国对MAGA最积极的,可能是人形机器人。 从展示的视频来看,它们很少像中国的人形机器人那样善于跳舞跑步、施展拳脚,它们似乎都正经得 很,像学徒工一样,一门心思在工厂或家庭干活,展示的动作,多数也是操练与劳动有关的。它们时刻 准备着,去复兴美国制造业。波士顿动力的那些招牌式的翻滚腾挪动作、还有马斯克让擎天柱在灯光秀 上跳舞,都已经不入流。 FigureAI是步子迈得最大的一家。这家公司明确提出要在建立起人与机器人的混合生产方式之后,下一 步将通向制造业的终局:机器人制造机器人。它的量产计划已经提上日程,宣布已经设计出了人形机器 人生产线BotQ,即将年产12000个下一代人形机器人Figure 3,计划四年内产能达到年产10万个,还有 300万个执行器。在最近一次采访中,该公司创始人Brett Adcock称,正在从头开始垂直整 ...
Saga munications(SGA) - 2025 Q1 - Earnings Call Transcript
2025-05-08 16:02
Saga Communications (SGA) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Christopher Forgy - CEO, President & DirectorSamuel D. Bush - Executive VP, CFO & Treasurer Operator Good day, everyone, and welcome to the Saga Communications First Quarter Earnings Release. At this time, all participants have been placed on a listen only mode. It is now my pleasure to turn the floor over to your host, Chris Forge. Sir, the floor is yours. Christopher Forgy Thank you, Matt, and good morning to eve ...
Saga munications(SGA) - 2025 Q1 - Earnings Call Transcript
2025-05-08 16:00
Saga Communications (SGA) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Speaker0 Good day, everyone, and welcome to the Saga Communications First Quarter Earnings Release. At this time, all participants have been placed on a listen only mode. It is now my pleasure to turn the floor over to your host, Chris Forge. Sir, the floor is yours. Speaker1 Thank you, Matt, and good morning to everyone who's taking the time to join Saga's twenty twenty five q earnings call q one earnings call. We appreciate your cont ...