重温《英伟达 GTC 2025》：挖掘 AI 算力需求预期差？ 20250706 摘要 美股算力领域表现突出，主要由推理和训练需求共振驱动，需关注大模 型和应用，而非仅依赖产业链数据。GTC 大会参会人数增加，AI 产业人 士占比提升，表明其对 AI 产业的重要性增强，蕴含大量信息差和预期差。 算力需求空间与 TOKEN 量密切相关，计算需求不断增加推动了这一趋 势的发展。海外算力公司的涨幅显著，仅靠传统业绩思路无法解释，需 深入分析 TOKEN 量如何影响计算需求，以及这些因素如何驱动未来趋 势。 Agentic AI 是推理模型衍生出的 AI 范式，强调任务分布执行和规划， 以完成某个任务为终极目标，通过拆解、分布、规划和执行来实现，能 够处理连续、多步骤的复杂或简单任务。 黄仁勋指出，现在不仅有预训练阶段，还有后训练（post training）和 测试时间（test time），这三个阶段都存在算力需求通胀，因此现在有 三条 skin law 曲线。 Q&A 全球 AI 算力跟踪的现状如何？与以往相比有哪些变化？ 当前全球 AI 算力的跟踪方式与以往有显著不同。过去主要通过产业链数据进行 跟踪，但这种 ...

When she gets ready for bed, SaraJane Warner covers her face with a squishy mask, wraps a strap around her head to compress her jawline and seals her lips with mouth tape.Her “morning shed,” she says, results in glassy skin and a chiseled jaw line. 🔗:https://t.co/KsBdRiqGKX https://t.co/MnhqUdYX4q ...

今天分享的是：2025年中国美容行业的白皮书 防脱经济因年轻群体的"脱发焦虑"持续升温。2021年中国脱发人群超2.5亿，平均年龄30.1岁，比上一代提前20年。618购物节期 间，防脱产品需求增长33.1%，其中防脱洗发水是入门首选，2020年销售额达15.4亿元；米诺地尔等外用药增长迅猛，某品牌年 销售额从2018年的1100万元飙升至2021年的1.16亿元；植发作为"终极解决方案"，2020年市场规模达134亿元，但渗透率仅 0.2%，未来增长空间巨大。 纯净美容（Clean Beauty） 虽属小众但潜力显著。87%的消费者关注香水是否含天然成分，64%在意过敏原，海外品牌如澳大利 亚ONE SEED已将有机成分占比提升至80%。本土品牌则结合中医智慧，佰草集、东边野兽等以"草本配方"主打敏感肌市场，契 合了消费者对"天然安全"的追求。政策红利也在释放，2021年起进口普通化妆品免除动物测试，为更多国际纯净品牌进入中国 扫清障碍。 报告共计：43页 后疫情时代中国美容市场：消费趋势迭代与新赛道崛起 随着2023年初疫情防控政策的调整，中国美容市场迎来了新的发展机遇。经历了特殊时期的消费习惯重塑，从护 ...

SHENZHEN, China, July 02, 2025 (GLOBE NEWSWIRE) -- Meiwu Technology Company Limited (“WNW” or the “Company”), (NASDAQ: WNW) announced today that today that it entered into an agreement with Shenzhen Zhinuo Weichuang Technology Co., Ltd. (“Zhinuo Weichuang”) to enhance the Company’s brand influence and market competitiveness. Zhinuo Weichuang, based in Guangdong China, primarily engages in the research, development, and sale of technology products in the fields of smart technology, AI-driven finance, and the ...

MENLO PARK, Calif., July 01, 2025 (GLOBE NEWSWIRE) -- Oruka Therapeutics, Inc. (“Oruka”) (Nasdaq: ORKA), a clinical-stage biotechnology company developing novel biologics designed to set a new standard for the treatment of chronic skin diseases including plaque psoriasis (PsO), today announced the promotion of Laura Sandler to Chief Operating Officer. Ms. Sandler, who joined Oruka in 2024 as SVP of Operations, brings over 20 years of biopharmaceutical leadership experience across clinical operations, develo ...

[Musica] [Musica] [Applauso] In tanti ogni giorno vivono almeno 10 vite, 10 condomini. utilizzano 10 linguaggi, 10 personalità con esigenze specifiche e anche con un una bacheca comune. C'è chi si chiede come si fa, ma io non ho la risposta perfetta, però penso possiamo partire da tre cose fondamentali: un'agenda, uno sguardo oltre l'orizzonte e una voglia infinita di esserci.esserci perché in un mondo a colori dove ogni impegno ha un cuore, ogni progetto ha una voce e ogni ora ha un'identità, significa pot ...

GS China Economic Outlook Patience and Resilience (耐心与韧性） June 2025 Hui Shan Lisheng Wang Xinquan Chen Yuting Yang Chelsea Song Chief China Economist China Economist China Economist China Economist China Economist Goldman Sachs (Asia) L.L.C. Goldman Sachs (Asia) L.L.C. Goldman Sachs (Asia) L.L.C. Goldman Sachs (Asia) L.L.C. Goldman Sachs (Asia) L.L.C. +852-2978-6634 +852-3966-4004 +852-2978-2418 +852-2978-7283 +852-2978-0106 Hui.Shan@gs.com Lisheng.Wang@gs.com Xinquan.Chen@gs.com Yuting.y.Yang@gs.com Chelse ...

Good morning everyone. My name is Jesse Sanchez and I'm the co-founder and president of the Neurodiversity Alliance. I'm also a husband, uh, a father of three beautiful kiddos and I'm someone for whom my whole life I've been searching for and I'm now building authentic communities. But see, I probably shouldn't actually be standing here today. My tale is one, statistically speaking, that's supposed to be a cautionary tale. See, my story begins with my mother who fled the grip of the drug cartel where my fat ...

We all wear a mask. Some of us just wear so many we forget our real face. Let me show you mine.Who is it. Come in. Hey, Mommy's Princess.Yes, you can get a snack. Close mommy door behind you. Glow is not just another girls organization.We are the organization. So, if we're really going to make the impact that we say we're making, there must be measurements. You let me know when it's done.Yes, bae. No, I do not know where your glasses are. I'll be done in a minute, baby.Just like the different masks you've j ...

Hello ladies and gentlemen, my name is Helena and today I will try to invite you to come to my word, word of the body, body language, connection with the body through we can um use our potential better and um make a better connection with the others. So before I start, I would like to explain the name of my the title of my uh speech corporality. I found that word no I found a word in Polish language but it was impossible to translate it into English.So it won't be a secret if I tell you that helps me. So I ...