封面新闻记者 陈彦霏 6月30日，"新技术·新动能·新未来——致敬2024四川经济影响力人物"大型活动在成都隆重举行。四川见山科技有限责任公司董事长、CEO高旻获"2024四 川青年企业家"奖项。 他的颁奖词里写道：从4人初创团队到300人精英方阵，他是领路人。高旻带领团队以数字孪生技术为笔，绘就智慧城市创新蓝图。8年奋进，首创国内领 先的超大城市级三维模型自动生成、轻量化处理与实时渲染技术体系，布局知识产权220余项，编制国际/国家等标准8项，业务覆盖45座城市，技术迈向 海外，为城市发展提供最优解，让世界见证成都数字力量。 据了解，四川见山科技有限责任公司成立于2016年5月，是一家以计算机图形学为核心的国家高新技术企业，公司以运营城市元宇宙数字孪生底座为主要 核心业务，融合BIM、CIM、AI、IOT、GIS等技术，致力于提供全球顶尖的孪生城市场景和行业应用。公司现有员工300余人，已布局220多项自主研发 的知识产权，客户覆盖华南、华东、西南、华中及华北等45座城市，是国家级专精特新"小巨人"企业、四川省瞪羚企业、四川省新经济示范企业。 见山科技自主研发的元宇宙城市数字底座平台，提供数字孪生可视化解决 ...

Core Insights - The "Shanxi Provincial Taxation Bureau Tax and Fee Analysis Model Project" was recognized as a typical case of government large models by the China Academy of Information and Communications Technology, supported by Inspur Technology [1] - This project is the only solution focused on tax governance among the 22 benchmark cases, demonstrating a successful transition from laboratory to practical application in government services [1] - The project utilizes Inspur's "Yanyu" industry large model as its technical foundation, achieving a semantic conversion accuracy rate exceeding 95%, significantly enhancing response efficiency to taxpayer inquiries [1] Data Integration and Efficiency - The project addresses the issue of fragmented tax inquiry information across multiple channels, creating the first provincial-level tax "data lake" in China for real-time aggregation of all inquiry information [2] - The system can transcribe voice calls into structured text and automatically label key emotional tags, reducing manual review and data entry workload [2] - A dynamic heat map monitors inquiry distribution in real-time, and a trend prediction engine can identify potential issues seven days in advance, improving taxpayer satisfaction in Taiyuan [2] Competitive Advantage and Policy Optimization - The project's core competitiveness lies in the deep collaboration between industry knowledge and AI reasoning capabilities, addressing potential issues with general models in specialized fields [3] - A comprehensive knowledge service platform incorporates a vast amount of tax regulations and judicial precedents, enhancing the model's professional capabilities [3] - The project has identified 15 ambiguous policy clauses, leading to optimized regulations and a reduction in inquiry repetition and case transfer rates, while promoting a shift from passive response to proactive governance [3]

6月30日，华为宣布开源盘古70亿参数的稠密模型和720亿参数的混合专家模型（盘古Pro MoE 72B）。 此外，基于昇腾的模型推理技术也同步开源。华为表示，此举是华为践行昇腾生态战略的又一关键举 措，将推动大模型技术的研究与创新发展，加速推进人工智能在千行百业的应用与价值创造。 这一系列突破，更为关键的意义在于，华为盘古大模型是基于昇腾云的全栈软硬件训练而成的，这标志 着基于昇腾架构可以打造出世界一流大模型。华为不仅完成了国产算力+国产模型的全流程自主可控的 训练实践，同时在集群训练系统的性能上也实现了业界领先，这意味着实现了从硬件到软件、从训练到 优化、从基础研究到工程落地的"全栈国产化"和"全流程自主可控"的闭环，国产AI基础设施的自主创新 能力得到了进一步验证。 据了解，华为最新开源的Pro MoE 72B大模型，在参数量仅为720亿，激活160亿参数量的情况下，通过 动态激活专家网络的创新设计，实现了以小打大的优异性能，甚至可以媲美千亿级模型的性能表现。在 业界权威大模型榜单Super CLUE最新公布的2025年5月排行榜上，位居千亿参数量以内大模型排行并列 国内第一。 最近一段时间以来，华为公 ...

[中国，深圳，2025年6月30日] 今日，华为正式宣布开源盘古70亿参数的稠密模型、盘古Pro MoE 720亿参数的混合专家模型和基于昇腾的模型推理技术。 此举是华为践行昇腾生态战略的又一关键举措，推动大模型技术的研究与创新发展，加速推进 人工智能在千行百业的应用与价值创造。 2. 基于昇腾的超大规模 MoE模型推理代码，已正式上线开源平台。 3. 盘古 7B相关模型权重与推理代码将于近期上线开源平台。 华为 诚邀全球开发者、企业伙伴及研究人员下载使用，反馈使用意见，共同完善。请访问 https://gitcode.com/ascend-tribe 1. 盘古 Pro MoE 72B模型权重、基础推理代码，已正式上线开源平台。 ...

The new agreement seeks to modernize Aker Solutions' IT infrastructure using AI platforms, including Cognizant Neuro® platform.OSLO, Norway, June 30, 2025 /PRNewswire/ -- Cognizant (Nasdaq: CTSH) and Aker Solutions, a global leader from Norway in the energy industry, have extended their long-lasting partnership, which began in 2016, with a new multi-year agreement. Using the Cognizant Neuro® platform, designed to boost generative AI adoption with flexibility, security, scalability, and responsibility, this ...

这也是华为首度宣布开源盘古大模型，大模型开源的本质是以开放换生态，以生态养技术。 对于华为而言，本次并不是全面开源，而是选择了两款用量相对较多的模型，70亿参数的稠密模型参数 量适中、性能均衡、部署门槛较低，在智能客服、知识库等多种场景中均可应用；盘古Pro MoE 720亿 参数的混合专家模型凭借其稀疏激活、动态路由和多专家协作的特性，更适合处理相对复杂的任务。 不排除华为未来继续开源的可能性，一般而言，华为在做好技术稳定性等优化的基础上，先用两款模型 试验开发者和市场反应，在可用性和易用性方面持续优化，再进一步开源。开源只是第一步，如何持续 运营开源生态，远比开源本身更重要。 其中值得关注的是，本次华为还开源了基于昇腾的模型推理技术，国产AI之难，难在芯片，更难在生 态，如果要让开发者更好地调用盘古等国产模型，就要让底层的AI基础设施实现更优适配，这也是华 为开源基于昇腾的模型推理技术的意义。 6月30日消息，华为正式宣布开源盘古70亿参数的稠密模型、盘古Pro MoE 720亿参数的混合专家模型和 基于昇腾的模型推理技术。 华为官方表示，此举是华为践行昇腾生态战略的又一关键举措，推动大模型技术的研究与创 ...

Core Viewpoint - The shareholder meeting of Shenzhou Holdings (00861.HK) escalated into a confrontation, highlighting significant governance issues and shareholder dissatisfaction, particularly regarding the company's declining stock price and management compensation amidst continuous losses [1][7]. Governance Issues - The shareholder meeting addressed critical issues such as the approval of the 2024 annual report, dividend distribution, and the nomination of non-executive and independent directors [1]. - A contentious vote allowed the board to issue new shares up to 20% of the existing share capital without special shareholder approval, raising concerns about potential dilution of existing shareholders' rights [3][4]. - The board's authority to issue new shares and repurchase up to 10% of shares without further shareholder meetings diminishes the influence of minority shareholders [4][5]. Financial Performance - Shenzhou Holdings reported a net loss of 254 million yuan for 2024, primarily due to a significant loss of 524 million yuan from its subsidiary, Shenzhou Information [7]. - The company's revenue for 2024 was 16.657 billion yuan, a year-on-year decline of 8.86%, with traditional service revenue dropping by 19.24% [8]. - The software business saw a slight increase in revenue by 3.91%, while the anticipated growth in the big data platform and solutions segment was only 2.11% [9]. Shareholder Dynamics - The major shareholders include Guo Wei's faction holding 21.44% and two state-owned enterprises from Guangzhou holding a combined 30.61% [4]. - The recent vote on independent directors saw only 57% approval, indicating a lack of trust in the current independent director system among nearly half of the shareholders [6]. Management and Internal Issues - Internal governance problems have led to a loss of confidence among shareholders, exacerbated by poor investment decisions and lack of independent audits on significant investments [7]. - The company has faced personnel upheaval, with key management changes impacting business operations, particularly in the Shanghai region [9].

Group 1: Stem, Inc. (STEM) - STEM shares increased by 8.8% to $6.71 in the last trading session, following a 33.7% loss over the past four weeks [1] - The company is benefiting from a focus on high-margin software and services, particularly PowerTrack and managed services, along with cost reductions and improved operational efficiency [1] - The consensus EPS estimate for the upcoming report is a loss of $3.00 per share, reflecting a year-over-year change of +31.8%, with expected revenues of $33.1 million, down 2.7% from the previous year [2] Group 2: Earnings Estimates and Stock Performance - The consensus EPS estimate for STEM has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] - STEM currently holds a Zacks Rank of 2 (Buy), suggesting positive market sentiment [3] - The company is part of the Zacks Computers - IT Services industry, which includes Cognizant (CTSH), also holding a Zacks Rank of 2 (Buy) [3][4] Group 3: Cognizant (CTSH) - Cognizant's consensus EPS estimate for the upcoming report has increased by 0.7% to $1.26, representing a year-over-year change of +7.7% [4] - Cognizant's stock closed the last trading session at $77.59, with a return of -4.3% over the past month [3][4]

It has been about a month since the last earnings report for Nutanix (NTNX) . Shares have lost about 0.8% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Nutanix due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns ou ...

Core Insights - Investors are focusing on IT services stocks that balance innovation and stability, with Unisys Corporation (UIS) and International Business Machines Corporation (IBM) as key players in this sector [1] Unisys Corporation (UIS) - Unisys is undergoing a strategic transformation aimed at expanding solution-based revenue streams, operational optimization, and enhancing brand relevance in AI and cybersecurity [2] - The Device Subscription Services (DSS) and Digital Workplace Solutions (DWS) are major growth drivers, with significant contracts signed for large-scale device management [2] - The backlog in the DWS segment is growing at a double-digit pace year over year, positioning Unisys for sequential growth in the latter half of 2025 [3] - Unisys is enhancing its security portfolio with Post-Quantum Cryptography solutions and AI-enabled frameworks, which are expected to drive revenue growth despite current discretionary spending softness [4] - The company aims for $100 million in pre-pension free cash flow in 2025 through operational improvements and cost control [5] - The Zacks Consensus Estimate for UIS's EPS indicates a year-over-year increase of 28.9%, with earnings estimates for 2025 revised upward by 132% in the past 60 days [11] International Business Machines Corporation (IBM) - IBM is enhancing its AI portfolio by integrating governance and security into a unified platform, marking a significant step toward responsible AI deployment [6] - The software segment, which constitutes nearly 45% of IBM's business, achieved 9% growth in Q1 2025, driven by strong demand for Red Hat and AI-powered tools [8] - IBM's shift to subscription and platform-based services has resulted in an 80% recurring revenue base in software, contributing to high-margin gains [10] - The Zacks Consensus Estimate for IBM's 2025 EPS implies a year-over-year growth of 6%, with earnings estimates revised upward by 0.4% in the past 60 days [12] - IBM shares have surged 32.8% year-to-date, reflecting strong market performance [13] Comparative Analysis - Unisys is positioned for upside due to its transformation-driven momentum and focus on innovation in AI and cybersecurity, while IBM offers stability and scale but may have more moderate upside potential [17][18] - UIS is trading at a forward P/E ratio of 5X, below its median of 10.59X, while IBM's forward sales multiple is at 25.85X, above its median of 21.47X [15] - Unisys's emphasis on recurring revenues and emerging technologies provides a compelling turnaround narrative, contrasting with IBM's established market position [18][20]