港股點評 2025年12月11日9:30 a.m 丘鈦科技(01478.HK) 公布，今年 11 月攝像頭模組銷售數量合計 4,175.5 萬件， 按月跌 11.9%，按年升 0.4%。當中，手機攝像頭模組銷量為 3,805.3 萬件，按月 跌 13.6%，按年則跌 5.6%。 舜宇光學科技(02382.HK) 宣布，公司 11 月手機鏡頭出貨量 1.19 億件，按月跌 2.3%，按年升 7.5%。11 月手機攝像模組出貨量 4,149 萬件，按月跌 7.8%，按年 升 10.9%；車載鏡頭出貨量 1,263.4 萬件，按月升 3.4%，按年升 69.4%。 恒指升 106 點，滬指跌 9 點，標普 500 升 46 點 重要通知及免責聲明 市場觀望美聯儲議息結果，港股 10 日反彈，恒指高開 1 點後，早市曾跌 176 點 低見 25,257 點，午後轉升，更以全日高位 25,540 點收市，升 106 點或 0.4%；國 指升 18 點或 0.2%，收 8,954 點；恒生科技指數升 26 點或 0.5%，收 5,581 點。 大市全日成交總額 1,933.92 億元。 市場押注明年可能有更多寬鬆政策，美 ...

泡泡玛特：委任LVMH大中华区 集团总裁吴越为非执行董事 商眼看世界 12月10日，阿里云正式发布函数计算AgentRun。据介绍，这是一款一站式Agentic AI基础设施平台。它 将Serverless的极致弹性、零运维和按量付费的特性与AI原生应用场景深度融合，助力企业实现成本与 效率的优化，平均TCO降低60%。 瑞幸咖啡在云南新设公司 注册资本1000万美元 爱企查App显示，近日，瑞幸咖啡(云南)有限公司成立，法定代表人为夏伟，注册资本1000万美元，经 营范围包括食品销售、食品生产、餐饮服务、茶叶制品生产等。股东信息显示，该公司由瑞幸咖啡商贸 (香港)有限公司全资持股。 商报记者吕文鹃整理 泡泡玛特在香港交易所公告，何愚因其他工作安排已辞任公司非执行董事职位，自2025年12月10日起生 效。LVMH大中华区集团总裁吴越获委任为泡泡玛特非执行董事，自12月10日起生效。 ...

人民财讯12月10日电，12月10日，阿里云正式发布函数计算AgentRun。这是一款以全球领先的函数计 算FC为技术底座的一站式Agentic AI基础设施平台。它将Serverless的极致弹性、零运维和按量付费的特 性与AI原生应用场景深度融合，助力企业实现成本与效率的极致优化，平均TCO降低60%。 ...

11月27-28日，被誉为"年度科技与商业风向标"的36氪WISE2025商业之王大会，在北京798艺术区传导空间落地。 今年的WISE不再是一场传统意义上的行业峰会，而是一次以"科技爽文短剧"为载体的沉浸式体验。 从AI重塑硬件边界，到具身智能叩响真实世界的大门；从出海浪潮中的品牌全球化，到传统行业装上"赛博义肢"——我们还原的不仅是趋势，更是在捕捉在 无数次商业实践中磨炼出的真知。 我们将在接下来的内容中，逐帧拆解这些"爽剧"背后的真实逻辑，一起看尽2025年商业的"风景独好"。 此次大会上，GMI Cloud工程VP钱宇靖做了主题为《AI应用的出海效能升级·算力破局与推理架构进化》的演讲。 AI应用出海的核心挑战是，模型推理服务的及时性、扩展性以及稳定性。 GMI Cloud是一家北美的AI Native Cloud服务商，也是英伟达首批六大Reference Cloud Partner之一。 钱宇靖认为，对于世界用户来说，AI应用多元化发展已经到了一个"武装到牙齿缝"的状态，出海成为了中国公司释放产能、获取新生的最佳途径。 而在当前，中国的AI出海正在经历着一场范式的革新——从过去的单向技术输出，到围 ...

12月2日金融一线消息，据"华为中国政企业务"公众号，华为与工商银行开展联合创新，成功落地 Serverless NPU弹性算力调度技术方案。实测结果表明，相较于传统算力调度技术方案，Serverless NPU 弹性算力调度技术方案可将千亿MoE大模型推理服务启动时间缩短至百秒级，启动效率提升10倍以上， 实现算力供给模式从"长期绑定"向"按需使用"转型。 12月2日金融一线消息，据"华为中国政企业务"公众号，华为与工商银行开展联合创新，成功落地 Serverless NPU弹性算力调度技术方案。实测结果表明，相较于传统算力调度技术方案，Serverless NPU 弹性算力调度技术方案可将千亿MoE大模型推理服务启动时间缩短至百秒级，启动效率提升10倍以上， 实现算力供给模式从"长期绑定"向"按需使用"转型。 责任编辑：秦艺 责任编辑：秦艺 ...

CAMBRIDGE, Mass., Dec. 01, 2025 (GLOBE NEWSWIRE) --  Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today announced that it has acquired Fermyon the serverless WebAssembly company. As artificial intelligence (AI) inference shifts to the edge, combining Fermyon’s cloud-native WebAssembly (Wasm) function-as-a-service (FaaS) with Akamai’s globally distributed platform enables enterprises to build edge-native applications that of ...

Core Insights - The article discusses the launch of OceanBase's first AI database, seekdb, which allows developers to create AI applications with minimal coding, indicating a significant increase in database demand and new requirements for data management [1][6][12] - OceanBase aims to integrate AI and data management, focusing on global expansion and open-source contributions to enhance its market presence [1][8][10] Group 1: AI and Database Evolution - AI is democratizing technology, enabling non-computer science professionals to develop applications and use databases, leading to a substantial increase in database users [3][5] - The concept of hybrid search is identified as a critical turning point for databases, requiring them to support both human and AI interactions [1][3] Group 2: Product Launch and Features - The seekdb database supports unified hybrid search across various data types, including vector, text, scalar, and spatial data, and is compatible with over 30 mainstream AI frameworks [5][12] - The product is open-sourced under the Apache 2.0 license, allowing global developers to freely use, modify, and extend it, which aligns with OceanBase's strategy to foster a more developer-friendly environment [6][12] Group 3: Globalization and Market Strategy - OceanBase has surpassed 4,000 global customers since its commercialization in 2020, with an annual growth rate exceeding 100% for five consecutive years [8] - The company is focusing on localizing its technology and services to better integrate into international markets, emphasizing the importance of adapting to local needs [9][10] Group 4: Future Outlook and Challenges - The development of AI technologies is seen as cyclical, with expectations of both peaks and troughs, but ultimately leading to mature applications that will transform the software ecosystem [2][6] - OceanBase recognizes the need for a robust infrastructure to support the scaling of AI applications, highlighting the importance of simultaneous advancements in various technological areas [7][10]

Group 1 - The article discusses the seemingly counterintuitive choice of Claude Code to use a grep-only approach instead of vector indexing, which has sparked debate among developers [3][5]. - Critics argue that this decision represents a technological regression, while supporters highlight its alignment with Unix philosophy and the redefinition of what constitutes a good tool [3][5]. - Claude Code's approach emphasizes real-time search without maintaining a persistent code index, which has been shown to outperform other methods in performance tests [5][49]. Group 2 - The essence of state is explored, distinguishing between stateful and stateless systems, with examples illustrating the impact of state on system design [9][10]. - Historical context is provided, tracing the origins of stateless design from mathematical functions to the Unix pipeline philosophy, which emphasizes simplicity and composability [11][14]. - The advantages of stateless design include composability, natural parallelism, simplicity, and testability, making it a preferred choice in modern computing [30][34][36]. Group 3 - The article discusses scenarios where state is necessary, such as in gaming, user interfaces, and resource management, emphasizing the importance of context in design choices [41][47]. - A mixed strategy is suggested, where stateless computation is combined with stateful storage, allowing for flexibility and efficiency in system architecture [43][46]. - The core insight is that the choice between stateless and stateful design is not a matter of technical belief but an engineering trade-off, focusing on managing necessary state wisely [47]. Group 4 - In the AI era, Claude Code's choice reflects a shift in understanding intelligence, prioritizing predictability and behavior over mere functionality [54]. - The article concludes that simple tools endure, and the design that embraces "forgetfulness" offers greater freedom and adaptability in a rapidly evolving technological landscape [55].

Investment Rating - The report does not explicitly state an investment rating for the gaming industry Core Insights - The gaming industry has evolved into a complex ecosystem that integrates technology, art, and culture, with increasing demands for immersive experiences and operational stability [4] - The report emphasizes the importance of efficient architecture and data-driven decision-making in addressing the challenges faced by game developers [4][5] - The book serves as a practical guide, offering solutions across various technical domains, from architecture design to AI-driven art creation [5][16] Summary by Sections Chapter 1: Game Architecture - Discusses different game types and their architectural needs, highlighting the importance of selecting optimal architecture based on gameplay requirements [7][54] - Explores the evolution of game architecture from local hardware to cloud-based solutions, enabling dynamic and scalable game environments [54] Chapter 2: Game Networking - Examines the impact of network quality on player experience and presents strategies for building low-latency, high-availability networks [8] - Introduces advanced technologies such as edge computing and serverless architecture for future network optimization [8] Chapter 3: Game Security - Analyzes various network security architectures and proposes a comprehensive defense system to protect against cyber threats [9] - Highlights the necessity of robust security measures to ensure long-term operational success in the gaming industry [9] Chapter 4: Game Downloading - Focuses on the importance of download speed and player experience, detailing methods for building high-availability architectures [10] - Discusses practical techniques for managing traffic surges during peak times [10] Chapter 5: Game Databases - Addresses the critical role of data management and recovery strategies in maintaining game integrity [11] - Provides insights into minimizing data loss and ensuring rapid recovery through cloud-native tools [11] Chapter 6: Game Big Data - Explores the significance of data-driven decision-making in game operations and marketing [12] - Discusses the construction of real-time data lakes and the use of tools like Flink for player behavior analysis [12] Chapter 7: Game Art - Investigates the transformative impact of AI-generated content on game art and design [13] - Analyzes the potential and limitations of AI in enhancing creative processes within the gaming industry [13] Chapter 8: Game Content Review - Discusses the importance of content moderation in maintaining a safe and compliant gaming environment [14] - Explores various methods and technologies for effective content review [14] Chapter 9: The Future of the Gaming Industry - Reflects on the technological evolution of the gaming industry and anticipates future trends such as cloud gaming and AI integration [15][52] - Envisions a future where gaming becomes a gateway to the metaverse, emphasizing the need for innovative governance and content moderation strategies [52]

Core Offering - Beam 提供了一种开源替代方案，用于部署无服务器 AI 工作负载，类似于 Modal [1] - 通过添加 Python 装饰器，即可轻松部署 AI 应用程序 [1] - 只需添加 `beam-client`，添加装饰器，即可将任何工作流程转换为无服务器端点 [1]