7月3日，大会主论坛之一"人工智能融合应用发展论坛"提出"聚焦应用落地、场景驱动"的口号。在大会线下活动"数字经济 体验周"上，众多企业在AI技术落地应用方面带来了实践成果，其中LBE（大空间剧场）体验项目吸引了很多观众。 北京广安控股集团有限公司LBE剧场的现场引导员小姜告诉《证券日报》记者，公司为配合体验周活动，带来了《丝绸幻 旅》《演进中的思维》等VR沉浸式体验项目。传统游戏开发受限于人工设计产能，而AI与VR的结合实现了游戏世界的无限延 展，使游戏世界从"预设剧本"转变为"开放宇宙"，为玩家提供了真正的探索自由，AI算力需求也推动着VR设备持续迭代。 y d cy n ri 4 | 1 游客在LBE剧场游戏 郭冀川/摄 游戏产业以其独特的交互性、沉浸感和数据密集型特征，正在成为AI技术落地最快的试验场。在大会的数字经济国际合作 交流体验区，中影年年（北京）科技有限公司AIGC（生成式人工智能）产品经理张锡向记者介绍，公司带来了一款基于AIGC 的3D内容创作工具"年年彩椒"，现场观众只需要说出自己喜欢的虚拟人物形象特征，比如外貌、性格、职业等，这款神奇的工 具就能在短时间内生成逼真的3D形象。 本报记 ...

新华社香港7月3日电（黎云、张懋瑄）海军山东舰航母编队3日上午顺利抵达香港，开启为期5天的访问 活动。3日晚，编队在山东舰上举行甲板招待会。香港特别行政区行政长官李家超，全国政协副主席梁 振英，中央港澳办、中央驻港驻澳机构有关负责人，香港、澳门特别行政区政府部分官员和各界爱国人 士代表应邀出席。 甲板招待会开始前，李家超在飞行甲板上检阅山东舰仪仗队。受邀嘉宾参观了山东舰部分装备设施，了 解航母编队基本情况，亲身感受新时代国防和军队建设发展成就。 随后，编队官兵走上舞台，表演由他们创作编排的文艺节目。除了中国传统文化展示外，水兵深情地唱 起《军港之夜》《我爱这蓝色的海洋》《我的祖国》《紫荆花盛开》等经典曲目，展现海军战士的风采 风貌和家国情怀。活动结束时，全场500多人共同高唱《歌唱祖国》，抒发中华儿女爱国奋进、团结自 强的强烈感情。 海军、南部战区、驻香港部队、驻澳门部队和山东舰编队有关领导参加。 傍晚的维多利亚港，海风轻抚。山东舰机库悬挂满旗，以舰艇特有礼仪欢迎客人的到来。宽大明亮的舰 载机机库布置一新，前后起降平台分别摆出印有"国安家好""一起向未来"的主题背景墙，到处洋溢着欢 快祥和的氛围。晚上6时许， ...

Group 1 - The total number of shares forming the capital as of June 30, 2025, is 236,664,445 [2] - The theoretical number of voting rights is 275,690,162 [2] - The number of exercisable voting rights is 273,207,101 [2] Group 2 - This disclosure is available on the company's website www.elis.com [2][3] - Contact information for investor relations is provided, including Nicolas Buron and Charline Lefaucheux [3]

Group 1 - The core viewpoint of the articles highlights the robust performance of the U.S. job market in June, with an unexpected decline in the unemployment rate to 4.1% and an increase in non-farm payrolls by 147,000, surpassing the revised figure of 144,000 from May [1][2] - The strong employment data suggests stability in the labor market, which may lead the Federal Reserve to delay interest rate cuts and consider resuming them in September [1][2] - Despite the positive employment growth, the pace has slowed compared to previous months, indicating some fatigue in hiring activities, as employers have been hoarding workers since the pandemic due to difficulties in finding suitable labor [1] Group 2 - Multiple indicators, including initial jobless claims and the number of people receiving unemployment benefits, show signs of fatigue in the labor market, despite its strong performance in recent times [1] - The Federal Reserve has significantly tightened monetary policy to combat high inflation, which has had some impact on the job market [1] - Analysts believe that unless there are clear signs of economic recession in upcoming data, the Federal Reserve is more likely to consider rate cuts in September or later, rather than in July [2]

Core Insights - The article discusses the author's academic and professional background in Machine Learning, Economics, and Finance, highlighting expertise in Data Science and Machine Learning applications within the banking and finance sectors [1]. Group 1: Academic Background - The author holds a PhD in Machine Learning with a focus on Economics and Finance [1]. - The author has academic affiliations with IESE Business School, ESADE Business School, and the Barcelona Supercomputing Center [1]. Group 2: Professional Experience - The author has worked at Deloitte Financial Advisory, specializing in Data Science and Machine Learning applications for clients in banking, insurance, and finance [1]. - The author currently teaches Asset Pricing and Introduction to Corporate Finance at ESADE Business School at the MSc/BSc level [1]. Group 3: Research Focus and Interests - Current research focuses on Generative AI in sustainable finance [1]. - The author's interests include machine learning and generative AI applications in finance and economics, with proficiency in Python, R, and SQL [1].

据报道，三星(SSNLF.US)位于美国的第二座先进制程芯片制造工厂投产时间将从原定的2024年推迟至 2026年，主要原因是当地客户需求不足。 一位知情人士表示："(泰勒工厂的)建设进度之所以延迟，是因为极度缺乏大客户订单。即便现在引进 设备，(三星)也无法立即开展生产。" 虽然台积电在亚利桑那州建设首座先进制程工厂时，也曾遭遇工程延误和劳动力短缺等类似挑战，但该 工厂已于去年底实现量产，并成功获得英伟达(NVDA.US)、AMD(AMD.US)、亚马逊(AMZN.US)和谷 歌(GOOGL.US)等AI芯片大单。台积电董事长暨总裁魏哲家在第一季度财报电话会曾表示，看到客户端 仍对AI相关芯片维持非常强劲的需求，公司预计今年AI芯片(包括AI GPU、AI ASIC和用于AI训练和推 理的数据中心的HBM产品)的营收将会倍增。 分析人士指出，三星的代工业务还面临良品率问题——这是衡量芯片制造质量的关键指标。 集邦咨询分析师Joanne Chiao表示："三星晶圆代工部门此前因良率不稳定导致订单流失。虽然近期良率 有所提升，但美国对华高端芯片出口限制令其雪上加霜，目前产能利用率仍低于行业平均水平。" 尽管如此 ...

Core Viewpoint - Ionis Pharmaceuticals (IONS) experienced a significant stock price increase of 9.1% to $43.59, driven by investor optimism regarding its drug portfolio and pipeline expansion [1][2]. Company Performance - The company is expected to report quarterly earnings of $0.19 per share, reflecting a year-over-year increase of 142.2%. Revenue is anticipated to be $246.31 million, up 9.5% from the same quarter last year [3]. - However, the consensus EPS estimate has been revised 5.5% lower over the past 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [4]. Industry Context - Ionis Pharmaceuticals is part of the Zacks Medical - Drugs industry, where another company, Crinetics Pharmaceuticals, Inc. (CRNX), saw a 3.6% increase in its stock price but has returned -11.4% over the past month [5]. - Crinetics Pharmaceuticals has an unchanged consensus EPS estimate of -$1.13, representing a year-over-year change of -20.2% [6].

Company Overview - Zevra Therapeutics (ZVRA) shares increased by 5.1% to close at $9.41, with trading volume significantly higher than usual [1] - The stock has shown a 0.9% gain over the past four weeks [1] Product Performance - The rise in stock price is linked to positive investor sentiment regarding the initial uptake of Miplyffa (arimoclomol), which received FDA approval for Niemann-Pick disease type C in September 2024 [2] - Miplyffa generated sales of $17.1 million in Q1 2025 [2] Earnings Expectations - Zevra Therapeutics is projected to report quarterly earnings of $0.65 per share, reflecting a year-over-year increase of 235.4% [3] - Expected revenues for the upcoming quarter are $71.83 million, representing a 1514.2% increase from the same quarter last year [3] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a potential lack of momentum in earnings estimate revisions [4] Industry Context - Zevra Therapeutics is categorized under the Zacks Medical - Drugs industry, which includes other companies like Xeris Biopharma (XERS) [5] - Xeris Biopharma's stock closed 1.5% higher at $4.73, with a slight return of 0.2% over the past month [5] - Xeris Biopharma's consensus EPS estimate has also remained unchanged, with a year-over-year change of 70% [6]

财料 美国6月劳动力市场格外强健，7月降息或就此"梦碎"？政府机构就业猛增，马斯克这小半年怕是白干了……一图读懂2025年6月 美国非农就业报告 22.8 19.9 20 1314.7 10 0 ·失业率 4.4% 4.3% 4.2% 4% 4%3.99 3.9% 3.9%99 3.8%9 2318% 3.8% 3.7%7% 3.7% 0037%7 Q 3.6% 06%B.8%0 31686% 3.6% 5% 5/3/3/2 5% 3.7% 3.6% 3.4% ·CME"美联储观察"工具对美联储利率未来预期 数据公布前 数据公布后 0 ·平均每小时工资月率 0.7% 0.7%0.6 0.6% 0.6% 0.6% 6 0.5% 0.5% - 0.5% 0.4% 0.3% 0.2% 0.1% 0% 02 | 2025年07月非农就业人口全貌 7月非农总就业人口1.5972亿人 ▲14.7万人 单位: 万人 采矿和伐木 62.1 联邦政府 -0.2 294.6 _0.7 建筑 州政府 832.4 558 +1.5 +4.7 十八节如下 NA BOOK J 13602.6 +7.4 私营服务生产 11433.1 +6 ...

Global Leaders in IgM Antibodies JP Morgan Healthcare Conference January 12, 2022 Forward-looking statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 that reflect the current views of IGM Biosciences, Inc. (the "Company," "we" or "our") with respect to the Company's future financial condition, results of operations, business strategy, expectations, milestones and plans. All statements other than statements of historica ...