| Canalys | | （现并入 | Omdia | | ）的数据显示， | | --- | --- | --- | --- | --- | --- | | 2025 | | 年第一季度，美国台式机和笔记本出货量同比增长 | | | 15% | | ，达到 | 1690 | | | 万台。由于厂商为应对关税政策调整而加大出货力度，导致渠 | | | | | 道库存大幅增加，后续面临清理库存的压力。与此同时，消费者支出减弱，将使得全年增长放缓。预计 | | | | | 2025 | 年全年 | PC | | 出货量年增长率仅为 | | | 2% | 。随着大量 | | Windows | 系统升级将在 | | | 2025 | 年 | 10 | 月 | | Windows 10 | | 服务终止后启动， | | 2026 | 年出货量增速有望回升至 | | 4% | | 。 | | | | | | 今年，企业对PC的采购需求预计将持续强劲，有望弥补消费市场的疲软。商用PC出货量预计将增长 8%，而消费市场PC出货量则预计下降4%，形成鲜明对比。 C analys（ 现并入 Omdia）的研究总监 Ishan ...

Group 1 - The core viewpoint of the news highlights the significant advancements in AI applications and financial technology, marking a pivotal moment in the software revolution, with AI applications being the central theme for the future [1] - The computer industry is experiencing rapid market expansion driven by factors such as domestic innovation and policy support, although competition remains intense in areas like databases and operating systems [1] - The domestic computer industry is improving its market share year by year due to the push for localization policies, despite still lagging behind foreign giants in product performance and ecosystem [1] Group 2 - The Computer ETF tracks the CS Computer Index, which is compiled by China Securities Index Co., selecting listed companies in the software development, IT services, and hardware manufacturing sectors to reflect the overall performance of China's computer-related listed companies [1] - The CS Computer Index exhibits high industry concentration and technological orientation, effectively representing the development trends of the Chinese computer industry [1]

21世纪经济报道新质生产力研究院综合报道 当地时间6月28日，马斯克的Neuralink在一场发布会上公布了公司最新进展和未来规划。目前， Neuralink 已有七名志愿者完成脑机接口植入，他们能够通过脑信号控制玩马里奥赛车、使命召唤等游 戏，甚至用意念操控机械臂写字。Neuralink同时公布了打造"全脑接口"的长远愿景。全脑接口是指在大 脑任意区域实现神经元监听与写入，通过无线高速传输实现生物大脑与机器的深度连接。 【巨头风向标】 马斯克称2028年实现"全脑接口"计划 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 华为宣布开源盘古7B稠密和72B混合专家模型 6月30日，华为宣布开源盘古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。据悉，盘古Pro MoE 72B模型权重、 基础推理代码和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。盘古7B相关模型权重 与推理代码将于近期上线开源平台。 特斯拉Model Y完成自己上路、自动交付 6月 ...

General servers seeing order increase: We previously expected a more front-loaded general servers demand in 1H25 but now we have been seeing order increases from the US CSPs into 3Q25e. According to a recent statement made by a few Taiwan server ODMs and component suppliers, we are seeing a potential upside for 2H25's general servers' demand, driven by AWS and Microsoft. Meta hasn't seen upward revision for 2H25 but we expect potential order increases supported by a more backend loaded capex outlook (exhibi ...

1.2025年：解码"无声言语"，重建沟通桥梁 Neuralink计划在2025年第四季度实现言语皮层植入，直接解码大脑中的无声"意图言语"。这一技 术将彻底改变失语症患者的命运——他们无需开口，仅凭大脑活动即可与外界沟通。想象一下，一 位因中风失去语言能力的老人，只需"想一想"，就能与家人分享思念。 2.2026年：治愈失明，赋予"超人视觉" 从科幻到现实，脑机接口正在改写人类历史。 在《黑客帝国》中，人类通过脑波连接虚拟世界；在《钢铁侠》中，托尼·斯塔克用意念操控高科 技战甲。这些曾被视为科幻的场景，如今正逐步走进现实。当地时间2025年6月27日，埃隆·马斯克 旗下脑机接口公司Neuralink发布了一小时的重磅视频，不仅展示了其最新研究成果，更描绘了一 幅未来人类与AI深度融合的蓝图。Neuralink的野心，是让人类成为"超人"。 一、N e u r a l i n k的里程碑：从7名受试者到"全脑接口" Neuralink自2016年成立以来，始终致力于开发高带宽、低延迟的脑机接口技术。如今，这项技术 已进入临床试验的关键阶段：全球已有7名受试者成功植入Neuralink设备，其中包括4名脊髓损伤 ...

Core Viewpoint - Snowflake Inc. is experiencing a bullish trend in the technology sector, with expectations for further price increases as it trades at a new 52-week high [1][2]. Group 1: Stock Performance and Market Sentiment - Snowflake's stock has reached a new 52-week high, with some market participants predicting even higher prices in the future [1]. - The stock is seen as a prime candidate for further momentum due to its business model being insulated from current economic and geopolitical conflicts [2]. - A significant increase in call options purchased, from 57,241 to 86,533, indicates bullish sentiment among traders [4][6]. Group 2: Analyst Ratings and Price Forecasts - Morgan Stanley initiated coverage of Snowflake with an Overweight rating, suggesting a fair value of $262 per share, indicating potential upside of 18% from current levels [8][9]. - The 12-month stock price forecast is set at $225.22, with a moderate buy rating based on 43 analyst ratings [10]. Group 3: Financial Performance and Business Model - Snowflake reported annual revenue growth of 26%, reaching $996.8 million, primarily driven by subscription revenue [10][11]. - The company trades at a price-to-book (P/B) ratio of 30.7, significantly higher than the computer sector average of 7.0, reflecting strong market demand for its subscription-based business model [11][12]. - Institutional buying reached $2.4 billion in the most recent quarter, adding to $6.2 billion from the previous quarter, indicating strong interest from "smart money" investors [12][13].

Palantir Technologies - Palantir Technologies has seen a remarkable stock return of 1,900% since January 2023, but analysts believe it is overvalued with a 69% implied downside from its current price of $130 [1][4][7] - The company reported a 39% increase in revenue to $884 million for the first quarter, marking the seventh consecutive acceleration, driven by strong sales in the U.S. commercial and government sectors [5][6] - Palantir's current valuation stands at 280 times adjusted earnings, which is considered excessively high compared to the expected 31% annual growth in adjusted earnings through 2026 [6][7] Super Micro Computer - Super Micro Computer has returned 480% since January 2023, but analysts also see a 50% implied downside from its current price of $48 [1][9][7] - The company reported a 19% revenue increase to $5.6 billion for the third quarter of fiscal 2025, but gross margin contracted and non-GAAP net income fell by 53% to $0.31 per diluted share [12] - Supermicro accounted for 6.5% of global server sales in Q4 2024, positioning it as a leader in AI servers, a market expected to grow by 37% annually through 2030 [10][9] - Analysts express concerns about Supermicro's competitive position, citing potential market share loss due to replicable business models and lower margins compared to peers [11][13]

以下文章来源于浪潮工作室 ，作者浪潮工作室 浪潮工作室 . 网易旗下栏目，给你另一种看世界的角度和态度 搞钱成为本能。 撰文 | Emeria 审核编辑 | 小 羊 图片编辑 | 啃 啃 内容编辑 | 懒羊羊 来源 | 浪潮工作室 (ID: WelleStudio163 ) 本文授权转载自浪潮工作室（ID：WelleStudio163），未经授权禁止转载 又一年毕业季，高考志愿填报也即将拉开帷幕，人生抉择的重大关头，选哪座城市才能 赢在起跑线上？ 当别人还在纠结"北上广深"时，聪明人已经盯上了新的搞钱圣地——杭州。 无论你是耕耘多年的老牛马、刚出栏的大学生又或是高考完的预备役，杭州都在用真金 白银向你证明：在这里，搞钱不是选择，而是本能。 你在杭州看风景，钱正在看你 一个被大家忽略的事实是，近些年其实有相当多的淘金者捷足先登来到了杭州，并且留 在了杭州。 2 0 24年，杭州的常住人口已经突破1 2 6 2万人，相当于伦敦人口的1 . 2 8倍，作为超大城市 的它，依然连续1 0年实现了常住人口的两位数增长，在智联招聘发布的2 0 2 4年中国最具 人才吸引力城市榜单上位列第五，仅次于北上广深。 到底什么样的 ...

Company Performance - Intrusion Inc. (INTZ) closed at $2.23, down 5.51% from the previous trading session, underperforming the S&P 500's gain of 0.52% [1] - Over the past month, shares of Intrusion Inc. have increased by 74.82%, significantly outperforming the Computer and Technology sector's gain of 9.55% and the S&P 500's gain of 5.95% [1] Earnings Estimates - The upcoming earnings per share (EPS) for Intrusion Inc. is projected at -$0.09, which represents an 83.02% increase compared to the same quarter last year [2] - The consensus estimate for revenue is $1.8 million, reflecting a 23.29% increase from the prior-year quarter [2] - For the annual period, the Zacks Consensus Estimates predict an EPS of -$0.36 and revenue of $7.65 million, indicating increases of 77.91% and 32.56% respectively from the previous year [3] Analyst Estimates and Rankings - Recent modifications to analyst estimates for Intrusion Inc. are crucial as they reflect near-term business trends, with upward revisions indicating analysts' positive outlook on the company's operations [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown that 1 stocks have returned an average of +25% annually since 1988 [5][6] - Intrusion Inc. currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining stagnant over the past month [6] Industry Context - The Computer - Networking industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 181, placing it in the bottom 27% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

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]