AI 浏览器的战争开打到今天，从早期的 Arc 试图重塑交互，到 Opera Neon 展现的「代理」能力，再到 传闻中 OpenAI 即将推出的浏览器，每一个行业重量级参与者，都在试图重新定义这个我们最熟悉的互 联网入口。 本周，以 AI 搜索引擎著称的 Perplexity 终于带着他们的答案入场了——Comet， 一款自称为「AI Agent 原生」的浏览器 。 然而，Comet 并没有在社交媒体上掀起足够的声量，因为 Comet 目前还处在仅向 Perplexity Max 订阅用 户以及部分限定邀请码用户开放的阶段（ 每月订阅费 200 美元 ）。后续将通过候补名单（waitlist）的 方式逐步扩大用户范围。 幸运的是，极客公园通过邀请码的方式，得以快速体验到 Perplexity 的这款 AI Agent 浏览器。 Perplexity CEO Aravind Srinivas 对 Comet 的愿景野心勃勃：「我们构建 Comet 是为了让互联网做它一直 渴望做的事情：放大我们的智能。」Comet 的核心理念是「从浏览到思考」（From Browse to thinking）。 听起来很宏大， ...

Core Viewpoint - Google stock has seen significant growth, doubling from $88 in early 2023 to approximately $180, with potential to double again driven by AI and cloud computing advancements [2][5] Group 1: Growth Drivers - AI Integration: Google's AI strategy is a critical growth driver, enhancing user engagement and advertising revenue through AI features [4] - Cloud Computing Dominance: Google Cloud is positioned for significant revenue growth, with an average revenue growth of 31% over the last three years and expected to continue over 20% annually for the next three years [3][4] - Acquisitions: Google's acquisition of Wiz for $32 billion highlights its commitment to enhancing cybersecurity and cloud capabilities [4] - Quantum Computing: Advancements in quantum computing, such as the new chip Willow, position Google for long-term differentiation and potential new revenue streams [4] - Waymo: Waymo's growth in the autonomous vehicle market, completing over 4 million paid trips in 2024, presents a significant long-term opportunity for revenue generation [4] Group 2: Financial Performance - Recent earnings reports show Q1 2025 revenue at $90.23 billion, a 12% increase year-over-year, with net income rising 46% to $34.5 billion [4] - Google's revenues are projected to exceed $500 billion within the next three years, with earnings likely to nearly double due to improved profitability [6] Group 3: Valuation Potential - For Google stock to double, consistent revenue growth of 15-20% annually and margin expansion are necessary, achievable through AI and cloud computing growth [5] - Current trading at approximately 20 times trailing earnings is lower than competitors like Amazon and Microsoft, suggesting potential for valuation multiple expansion [6][7] Group 4: Long-term Value Creation - Google's leadership in search, digital advertising, and cloud computing, combined with strategic investments in AI and autonomous technologies, supports long-term value creation [8] - Accelerating growth in high-margin segments like Google Cloud and YouTube underpins the potential for stock appreciation as markets reassess Alphabet's earnings potential in an AI-driven economy [8]

Group 1 - Aperam S.A. (APEMY) has been added to the Zacks Rank 5 (Strong Sell) List due to a 13.5% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Avis Budget Group, Inc. (CAR) is also on the Zacks Rank 5 (Strong Sell) List, with a significant 54.6% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Baidu, Inc. (BIDU) has seen a 9.5% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days, placing it in a similar category [2]

Hunyuan-A13B团队 投稿 量子位 | 公众号 QbitAI 腾讯混元，在开源社区打出名气了。 最新的 Hunyuan-A13B 模型仅凭借130亿激活参数，能和千亿级大模型掰手腕，引发全球开发者热议。 Flash Attention作者、普林斯顿大学计算机系教授 Tri Dao 都来赞叹它的性能和效率优势。 ArtificialAnlysis 团队还提供了具体性能数据，指出混元A13在其评测基准中领先于Qwen3 8B和14B，但落后于更大模型。能在单H200 GPU上以FP8精度运行。 模型API已经在腾讯云上线，输入价格每百万Tokens仅需0.5元，输出价格为每百万Tokens 2元。 精准卡位"甜蜜点"，一张中端GPU就能跑 当前大模型圈有个让人纠结的现象：想要效果好就得用满血版大模型，但一看推理费用直接劝退一大批业务。 腾讯混元这次推出的Hunyuan-A13B，瞄准的就是这个痛点。 这款模型采用了细粒度MoE（混合专家）架构，总参数规模达到800亿，但每次推理只需激活130亿参数。这种设计让它在保持强大智能的同 时，推理吞吐量比同类前沿模型提升超过100%。 再加上原生支持的256K超长 ...

作者 | idoubi 策划 | AICon 全球人工智能开发与应用大会 审校 | 罗燕珊 近日，在 6 月 27~28 日举办的 全球人工智能开发与应用大会·北京站期间，ThinkAny&MCP.so 创始 人艾逗笔（idoubi）受邀做了一场题为《AI 时代如何做独立开发》的分享，现场反响热烈，收获了听 众的一致好评。以下内容源自其精彩分享。 8 月 22～23 日的 AICon 深圳站 将以 "探索 AI 应用边界" 为主题，聚焦 Agent、多模态、AI 产品设计 等热门方向，围绕企业如何通过大模型降低成本、提升经营效率的实际应用案例，邀请来自头部企 业、大厂以及明星创业公司的专家，带来一线的大模型实践经验和前沿洞察。一起探索 AI 应用的更 多可能，发掘 AI 驱动业务增长的新路径！ 我是谁 2011 年，我本科入学武汉大学核工程专业，大一那年暑假，偶然接触了 Abobe 公司的 Photoshop 和 Dreamweaver 软件，自学了平面设计和网页编程，进入 IT 行业。取网名艾逗笔（idoubi）以致 敬，沿用至今。2015 年，我从武大毕业，那年的毕业典礼刚好请了雷总演讲，听雷总讲互联网的 ...

Core Viewpoint - The departure of Alibaba Group's Vice President Ye Jun, who previously served as the president of DingTalk, is confirmed, with implications for the company's leadership and strategic direction [1][2]. Group 1 - Ye Jun has a strong academic background, holding a bachelor's, master's, and doctoral degree from Sichuan University, specializing in materials science and computer applications [1]. - During his tenure at Alibaba since 2007, Ye Jun led various departments and was instrumental in developing key products such as Office Cloud, Alibaba Brain, and DingTalk [1]. - The context of Ye Jun's departure is linked to the return of DingTalk's founder Chen Hang, who is set to become the new CEO of DingTalk following a significant investment transaction [2].

Core Insights - The article discusses the challenges companies face in recruiting suitable talent in today's competitive job market, emphasizing the need for a shift in mindset towards recruitment [3][6][35] - It highlights the importance of clearly defining job roles and compensation to attract candidates, as well as the necessity of utilizing multiple recruitment channels [17][19][20] - The article also stresses the significance of hiring for attitude over skills, suggesting that a positive attitude can be cultivated into the necessary skills over time [24][25][39] Group 1 - Recruitment has become increasingly difficult, with candidates having more power in the job market [10][11][12] - Companies must "sell" job positions to candidates, similar to marketing products to customers [11][12][19] - The shift in recruitment dynamics is attributed to changes in population structure and candidate expectations [9][10][39] Group 2 - Clear job descriptions and competitive compensation are crucial for attracting talent [17][19] - Companies should actively seek talent through various channels, including employee referrals and social media [19][28][30] - The article suggests a proactive approach to recruitment, including internal recommendations and even acquiring companies to secure top talent [26][29][30] Group 3 - The importance of hiring individuals with a positive attitude is emphasized, as skills can be developed later [24][25] - Companies are encouraged to personally engage in the recruitment process to demonstrate commitment and seriousness [32][33] - The article warns against the "nesting doll" phenomenon, where managers only hire less qualified individuals out of insecurity [33][34] Group 4 - The article concludes that the perception of a talent shortage is often a reflection of the company's own recruitment practices and leadership [35][36][39] - It encourages companies to elevate their vision and strategy to attract higher caliber talent [39][40][42] - The message is clear: to attract top talent, companies must continuously improve and adapt their recruitment strategies [41][42]

Specialist Sales APAC Specialist Sales 08 July 2025 J P M O R G A N JPM | CHINA STRATEGY - China's next policy pivot Matthew See +852 2800 8889 matthew.see@jpmorgan.com China strategist Wendy Liu (link) has published an excellent note discussing one of China's more interesting new themes - the pivot to an "anti-involution" policy. If the Sept-24 policy pivot was all about supporting growth, this pivot is about improving growth quality. What policy? Anti involution is the new buzz word to describe China's po ...

Doug Anmuth Bryan Smilek (1-212) 622-6571 (1-212) 622-8886 douglas.anmuth@jpmorgan.com bryan.smilek@jpmorgan.com Cory Carpenter Neeraj Kookada (1-212) 270-8125 (1-212) 622-0270 cory.carpenter@jpmorgan.com neeraj.s.kookada@jpmorgan.com Dae Lee Daniel Pfeiffer (1-415) 315-8500 (1-212) 622-0161 dae.k.lee@jpmorgan.com daniel.pfeiffer@jpmchase.com Equity Research J.P. Morgan Securities LLC Monday, July 07, 2025 Global Internet Valuations China U.S. Andre Chang (86-21) 6106 6362 andre.ch.chang@jpmorgan.com Japan ...

Industry Adoption - Formula 2 和 Formula 3 赛车队在围场中使用 Starlink [1] Technology Application - Starlink 为赛道上最快的赛车提供可靠的高速互联网 [1]