Oracle Corp. (NYSE:ORCL) is on pace for its worst financial quarter since 2001, with shares sliding over 30% in the past three months as Jefferies analyst Brent Thill warns that the tech giant's immediate future is now linked to the financial health of its primary, yet opaque, partner: OpenAI.Check out ORCL’s stock price here.From Hype To ‘Show Me’Thill, in a conversation with CNBC, noted that the market has shifted rapidly from an era of “AI hype” to “AI show me,” where investors demand tangible revenue to ...

Core Viewpoint - Nvidia is expected to perform well in 2025, but Palantir Technologies may see a larger percentage increase in stock value, potentially over 150% [1] Group 1: Company Performance - Palantir reported a total revenue of $1.18 billion in Q3 2025, reflecting a 63% year-over-year increase and an 18% quarter-over-quarter increase [4] - Nvidia's Q3 revenue reached $57 billion, marking a 62% year-over-year increase and a 22% quarter-over-quarter increase [7] Group 2: Revenue Sources - Palantir generates the majority of its revenue from U.S. contracts, particularly with the federal government, but its U.S. commercial revenue is growing faster than government revenue [5] Group 3: Revenue Guidance - Palantir forecasts a quarter-over-quarter revenue growth of 12.5% for Q4, while Nvidia projects a growth of 14% [8] Group 4: Valuation Metrics - Nvidia's forward price-to-earnings ratio is approximately 24.8, with a PEG ratio of 0.72, indicating an attractive valuation [12] - Palantir's forward price-to-earnings ratio is 192.3, with a PEG ratio over 3.0, suggesting it is significantly more expensive than Nvidia [13] Group 5: Investment Proposition - Despite Palantir's impressive revenue growth, Nvidia offers a better risk-reward proposition due to its lower valuation [15]

We recently published 10 Stocks Jim Cramer Discussed.  Oracle Corporation (NYSE:ORCL) is one of the stocks on Jim Cramer discussed. AI data center infrastructure provider Oracle Corporation (NYSE:ORCL)’s shares have struggled in 2025’s last few months. Since mid-October, they have lost 36.7%. The stock has struggled due to reports of a slowdown in data center construction and fears of an AI bubble. On December 15th, Phillip Securities lowered Oracle Corporation (NYSE:ORCL)’s share price target to $344 fro ...

来源：环球网 【环球网科技综合报道】12月29日消息，微信官方发布文章回应关于应用占用存储空间的误解，表示使 用超过40GB存储空间的用户中，聊天记录平均占比达到70%。 微信官方表示，基于用户需求开发出来的很多功能，不一定都会导致存储空间占用变多。例如小程序、 朋友圈、视频号等功能产生的数据都是"缓存"，是可再生的数据，在缓存中把这些数据删掉，不影响我 们继续使用这些功能，这些数据也随时可从服务器重新下载。同时，缓存有空间占用上限和自动清理机 制。 微信官方表示，对于很多被空间不足困扰的用户来说，问题根源可能是聊天记录。微信占用空间在 40GB以上的用户，聊天记录平均占比达70%。（思瀚） ...

在万物互联时代，中间件不仅要"通"，更要"安"。东方通率先将安全能力前置，确立了"中间件+安 全"的融合发展新范式。 在国产软件从"可用"向"好用"跨越的历史进程中，市场份额往往是检验产品成色的试金石。据赛迪顾问 发布的权威数据显示，东方通（TongTech）已连续17年蝉联国内中间件市场占有率第一。这一数据的背 后，不仅代表了东方通在市场端的绝对统治力，更意味着它作为行业领军者，正在通过技术创新与实践 积累，重新定义国产基础软件的"价值标杆"。性能标杆：重新定义"稳定性"边界 长期以来，国外巨头定义了中间件的性能标准。而东方通的出现，打破了这一局面。 作为国产中间件的拓荒者，东方通始终坚持以国际最高标准要求自己。其核心产品TONG系列在内存管 理、并发处理及容错机制上不断突破极限，不仅在功能上实现了无缝替代，更在特定场景的适配性上超 越了国外同类产品。这种对技术边界的不断拓展，使得东方通成为了国产中间件领域的"性能天花板"， 为后来者树立了难以逾越的技术标杆。安全标杆：确立"内生安全"新范式 通过推出智能体平台（TongAgentPlatform），东方通成功将大模型技术引入中间件领域，解决了AI应 用落地 ...

01 在微信里转发同一份文件 会重复存储吗? 不会。在聊天景下,同一份文件转 给多个好友,并不会重复存储。 微信使用了一个叫"硬链接"的技 术,它一般由手机系统提供,可以 把同样的文件背后指向的存储只保 留一份,而不会占用多份。 02 12月29日，针对微信安装包为何10多年来膨胀几百倍，微信官方在一档播客中表示，这是一个客观情 况。呼应用户需求，微信提供了越来越更丰富的功能，它需要包含的代码、逻辑及资源，如图片、表情 等，客观上会让安装包体积增长，但安装包并不会无限增长，且微信在持续优化，最近的安卓版微信， 安装包体积也在持续下降。此外，微信方面表示，对于很多被空间不足困扰的用户来说，问题根源可能 是聊天记录。微信占用空间在40GB以上的用户，聊天记录平均占比达70%。 有很多网友晒出了自己微信占的存储空间，其中聊天记录确实占了大部分： "微信派"公众号也发文回应了"微信占内存"，以下为原文—— "微信存储空间"的话题，似乎总在提醒我们数字生活的重量。这也说明我们在微信里存放的东西越来越 多了——尤其是那些舍不得删的聊天记录。随之而来的，是许多反复"鞭尸"的说法：同一文件转发十次 会存十份？聊天记录删了怎么 ...

风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供 参考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构 成投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产 品要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 中泰证券指出，AI应用正在加速兴起，伴随基础大模型能力提升和成本下降，越来越多的AI应用 场景被解锁，通用场景的泛ERP领域和生产力工具，以及垂直场景的金融AI、医疗IT、物理AI等领域均 有显著进展。AI算力需求持续旺盛，基础大模型厂商加速提升能力天花板，推理算力需求随之增长。 同时，信创板块在政策驱动下有望加速，党政、行业信创均将受益于自主可控战略推进。出海方面，东 南亚、中东等市场数字化需求为中国软件企业提供增长机遇，海外业务成为重要驱动力。新质生产力领 域如机器人具身智能、智能驾驶和商业航天等技术进步明显，智能驾驶L3试点加速推进，卫星互联网 建设加快。整体来看，计算机行业基本面呈现温和复苏迹象，AI应用落地和信创、出海等高景气领域 有望推动行业持续向好。 ...

With U.S. stock futures trading slightly lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:NetEase Inc. (NASDAQ:NTES) disclosed that Yingfeng Ding will retire from his position as executive vice president and head of the Interactive Entertainment Group, a part of NetEase’s online games division, according to Benzinga Pro. NetEase shares gained 0.7% to close at $138.07 on Friday.Obook Holdings Inc. (NASDAQ:OWLS) is projected to report H1 earnings results after ...

Core Viewpoint - The article emphasizes the importance of "knowledge auditing" as a core capability, integrating large model technology with authoritative knowledge bases to provide a comprehensive content production and quality control system [1]. Function Overview - The tool checks not only for spelling and grammar but also for factual accuracy, correct usage of concepts, compliance with regulations, and proper use of professional terminology [1]. - It supports various formats, allowing for the generation of both short social media posts and extensive reports, significantly reducing drafting time [4]. - The tool can customize language style based on industry needs, such as political, academic, or media styles [4]. Applicable Industries and Typical Scenarios - The tool is suitable for industries such as book publishing, government and public institutions, education and research, and news media [3]. - It addresses challenges like the difficulty of fact-checking during urgent news reporting, which can lead to errors [3]. Pain Points and Solutions - The traditional "three reviews and three checks" process is cumbersome and costly, making it hard to identify professional errors. The tool acts as a preliminary reviewer, marking over 90% of potential errors before editorial intervention [5]. - It includes a database of the latest policies and writing standards to ensure the accuracy and appropriateness of official documents [5]. - For academic papers, it assists researchers in literature tracing, data verification, and standardization of terminology, enhancing the professionalism and integrity of academic results [5]. Technical Advantages - The tool provides a 24/7 online "intelligent editor" that verifies names, locations, times, and background data in milliseconds, ensuring news is both fast and accurate [6]. - It features a vast knowledge graph covering multiple disciplines and industries, serving as a reference for AI judgments [6]. - The RAG (Retrieval-Augmented Generation) technology allows real-time retrieval from authoritative databases, effectively mitigating the "hallucination" problem of large models [6]. - The company possesses full-stack technical capabilities, from data collection to model training, allowing for private deployment for sensitive clients to ensure data security [6]. Conclusion - The tool is designed for professional scenarios, distinguishing itself from general AI writing products, and has been successfully implemented in real industry contexts [9].

Core Insights - RonAgent, an L4-level enterprise management intelligent agent, was officially launched by Ronghe Technology to help small and medium-sized enterprises (SMEs) upgrade from traditional management systems to intelligent-driven operations, significantly enhancing operational efficiency and decision-making [1][2] - The release of the "L4-level Enterprise Management Intelligent Agent White Paper" provides a comprehensive framework for the new paradigm, detailing the technical architecture, capability standards, and implementation pathways for SMEs to transition from digitization to intelligence [1][2] Group 1 - Ronghe Technology aims to empower SMEs with business analysis, risk management, and strategic decision-making capabilities that were previously exclusive to large enterprises, allowing them to enjoy equal access to intelligent management resources [1][2] - The shift towards intelligent management is accelerated by the AI wave, with experts noting that future competition will hinge on the ability to deeply integrate AI into organizational operations [1][2] - SMEs in China face challenges such as weak technical foundations, a shortage of professional talent, and high IT costs, which hinder their ability to fully benefit from technological advancements [1] Group 2 - RonAgent is designed to act as a "virtual expert team" for SMEs, making intelligent management as accessible as utilities like water and electricity [2] - The L4-level system enables multi-agent autonomous collaboration, changing the traditional ERP model by making intelligent agents the core drivers of business processes [2] - RonAgent's "five-dimensional capabilities" include deep contextual awareness, strategic planning, multi-agent collaboration, flexible tool utilization, and continuous learning, allowing SMEs to automate repetitive tasks and focus on market development and product innovation [2] Group 3 - Ronghe Technology has introduced an innovative business model combining AaaS (Agent as a Service) and RaaS (Results as a Service) to facilitate widespread adoption [4] - The AaaS model allows enterprises to deploy intelligent agents without hardware investments or dedicated IT teams, enabling zero-code configuration and rapid deployment [4] - The RaaS model allows enterprises to pay based on the actual work completed by the intelligent agents, significantly lowering the barriers to entry and trial costs for SMEs [4]