阿里相关人士向北京商报记者解释称，高考志愿填报在夸克团队的所有业务中优先级最高，没有之一。夸克每年有且仅有的一次线下发布会就是专门为AI 高考志愿而办。同赛道的其他公司，不论从重视程度、资源倾斜还是最终的服务规模，都不会高于夸克。 "别家没有任何一个，会像我们这样重视。" 每年高考季，亦是夸克的"大考"季。 基于公司内部业务权重，和瞄准学生、青年等年轻群体的产品风格，夸克在过去七年里始终以高考志愿为核心切口，投入大量资源打造该领域的所谓"护城 河"。 高考季里的夸克，"霸屏"并不夸张。夸克先后推出了自研智能选志愿、测录取概率、模拟志愿表等一系列功能并多次升级；而在营销层面，2019年，夸克就 曾邀请业内顶流张雪峰作为"夸克首席志愿导师"，2021年重金签约王俊凯作为代言人后，也曾在高考季内出镜祝福考生相关视频；夸克高考微博相关话题阅 读量目前已有38.6亿。 2025年，夸克再次高强度投入，推出了国内首个自研高考志愿大模型和垂类高考知识库，实现了从复杂问题询问、深度搜索到志愿报告输出的整个辅助决策 流程闭环。 从教育视角切入，这一布局通过技术为学生、青年等年轻群体，尤其是二、三线城市及偏远地区信息匮乏群体消除 ...

Economic Outlook - Analysts forecast an average of 5% year-over-year (YOY) earnings growth for S&P 500 companies, indicating a mix of optimism and caution among investors [1][2] - Growth expectations have recently increased, especially for tech stocks, although the growth rate is expected to be slower than the previous year [2] Investment Strategies - Companies are awaiting clarity on tariffs, which complicates accurate forecasting for analysts and investors [3] - Large-cap, blue-chip companies are recommended as a strategy to navigate uncertainty due to their strong balance sheets, cash flow, and pricing power [3] Company-Specific Insights Alphabet Inc. (GOOGL) - Current stock price is $174.12 with a 12-month price forecast of $200.00, representing a 14.86% upside [5] - In Q1, revenue increased by 12% YOY and earnings per share (EPS) rose by 49% YOY, with significant growth in Google Cloud [6] - The company is investing in future growth areas such as autonomous driving, AI chip development, and quantum computing, alongside a $70 billion share buyback [7] Eli Lilly and Company (LLY) - Current stock price is $781.06 with a 12-month price forecast of $1,011.61, indicating a 29.52% upside [9] - The company has a strong position in the GLP-1 drug category and is developing an oral version of its treatment [10] - LLY stock is projected to see earnings growth of over 34% in the next year, with a consensus price target of $1,012 [11] JPMorgan Chase & Co. (JPM) - Current stock price is $282.81 with a 12-month price forecast of $276.80, suggesting a slight downside of 2.13% [13] - The bank has achieved a total return of over 256% in the last five years, benefiting from higher interest rates [14] - Expected earnings growth for JPM is 7.2%, which is above the S&P average, and the company offers a dividend yield of 1.92% [15]

RT SpaceX (@SpaceX)With each launch of the @Starlink V2 Mini satellites, ~2.7 Tbps of capacity is added to the constellation, enabling Starlink to connect more people with high-speed internet all around the world while continuing to improve customers' speeds and overall experience https://t.co/XhNQUmXuwI ...

Company Announcement - GoDaddy Inc. will release its financial results for the second quarter of 2025 on August 7, 2025, after the U.S. stock market closes [1] - Following the news release, GoDaddy management will host a live webcast at 5:00 p.m. Eastern Time, available on GoDaddy's Investor Relations website [1] - A recording of the webcast will be available on GoDaddy's Investor Relations website after its completion [2] Company Overview - GoDaddy assists millions of entrepreneurs globally in starting, growing, and scaling their businesses [3] - The company offers services such as naming ideas, building websites and logos, selling products and services, and accepting payments [3] - GoDaddy Airo®, an AI-powered experience, helps small businesses get online quickly, drive traffic, and boost sales [3] - Expert guides are available 24/7 to provide assistance to users [3]

Core Insights - The GoDaddy Consumer Pulse survey reveals a paradox where younger consumers (Gen Z and Millennials) show less concern for online security yet have low tolerance for businesses that fail to protect their data [1][3] Consumer Expectations - 68% of consumers expect small businesses to maintain the same level of digital security as large corporations or better [2][4] - 53% of consumers would remain loyal to a business that takes immediate steps to fix a breach and offers proactive protection like credit card monitoring [17] Generational Differences - 42% of Gen Z and 40% of Millennials would not change their passwords or credit card information after a data breach, compared to 72% of Gen X and Boomers who would take immediate action [3] - More than half of Gen Z (53%) and 42% of Millennials have severed ties with a business due to a security incident, significantly higher than the 37% of Gen X and Boomers [8] Consumer Behavior and Security Practices - 61% of consumers repeat passwords across accounts, with this habit being more common among Gen Z and Millennials [6] - 69% of consumers do not check for a secure padlock icon before making online purchases [6] Perception of Cybersecurity - 65% of all consumers are more concerned about online security than five years ago, but a small subset of younger consumers report being less concerned [11] - 67% of consumers believe their personal information is already on the dark web [11] Business Implications - Businesses that respond to breaches with transparency and support are more likely to retain customer loyalty [12] - Simple changes, such as ensuring a fast-loading website and using a professional email address, can improve consumer perception [13] GoDaddy's Offerings - GoDaddy provides a suite of security solutions, including Website Security firewall bundles and SSL certificates, to help businesses meet rising consumer expectations [14]

Google's 2025 Sustainability report discloses 27% y/y higher 2024 electricity use (+25% NA, +32% int'l), stalling gains in 24/7 carbon-free energy & surging water use as Google continues to employ evaporative cooling. Alphabet's 2025 Sustainability report suggests hyperscalers are on track for 7th consecutive year of 25%+ y/y electricity demand, even before surging AI inference demand. The report indicates that GOOG's electricity use increased 27% y/y (+25% North America, +32% int'l) in 2024 to ~32 terawatt ...

Core Viewpoint - Alphabet is currently undervalued in the market despite solid performance, primarily due to investor fears regarding the impact of generative AI on its legacy business, Google Search [1][2]. Financial Performance - Alphabet's stock trades at a significant discount compared to its peers in the "Magnificent Seven" group, with a forward price-to-earnings (P/E) ratio much lower than competitors like Microsoft and Apple [4][6]. - In the first quarter, Alphabet demonstrated strong growth rates in both revenue and earnings per share (EPS), ranking second in EPS growth among its peers [6][8]. Valuation Potential - If Alphabet's valuation aligns with the average of its peers, which is 31.3 times forward earnings, the stock could potentially rise by 68% without accounting for future growth [9][10]. - Achieving this valuation would position Alphabet as one of the largest companies by market cap, tied with Microsoft [12]. Market Outlook - The market may take time to recognize Alphabet's value, but if it continues to deliver strong results, it is expected to eventually receive a premium valuation similar to its peers [13].

Core Viewpoint - Alphabet is positioned as the best investment choice among the "Magnificent Seven" stocks, with significant potential upside in various sectors including search, AI infrastructure, autonomous driving, and quantum computing [1]. Group 1: Search and Advertising - Concerns about AI chatbots replacing traditional search are prevalent, but AI queries are more expensive to run compared to traditional searches, which supports Alphabet's ad-supported search model [3]. - Alphabet's dominance in search is reinforced by its ownership of distribution channels, including the Android operating system and Chrome browser, as well as revenue-sharing agreements with Apple and other browsers [3]. - The company has built one of the largest digital advertising platforms, with user-friendly self-serve ad tools that cater to businesses of all sizes [4]. Group 2: Monetization Opportunities - Currently, only about 20% of Alphabet's searches include ads, indicating substantial room for growth in monetization [5]. - New AI-powered features like "Shop by AI" and virtual try-ons are being introduced, enhancing user experience and creating additional monetization avenues [5]. - The integration of AI and traditional search is likely to be complementary, with many users expected to continue using free, ad-based search options [6]. Group 3: Cloud Computing - Google Cloud is experiencing significant growth, with a 28% increase in revenue and a 142% surge in operating income last quarter [7]. - The Vertex AI platform is attracting customers for building and managing AI models, while Alphabet's Gemini foundational model provides a competitive edge [8]. - Custom-built Tensor Processing Units (TPUs) are designed to optimize AI workloads, offering both power and energy efficiency compared to traditional GPUs [9]. Group 4: Future Technologies - Alphabet is entering the AI chip market with the launch of Ironwood, a TPU designed for inference, which is expected to grow significantly [11]. - Waymo, Alphabet's autonomous driving subsidiary, is expanding rapidly and has shown strong usage metrics, indicating a promising future despite current unprofitability [12]. - The company is also making strides in quantum computing with its Willow chip, which has demonstrated a significant reduction in error rates [13]. Group 5: Valuation - Alphabet is currently trading at a forward price-to-earnings (P/E) ratio of just over 18 times 2025 analyst estimates, suggesting it is undervalued compared to its market position [14]. - The company holds leading positions across multiple sectors, making it an attractive option for long-term investors seeking a technology leader at a reasonable price [15].

Core Insights - Alphabet is at a critical turning point as its Gemini AI model and Google search business are becoming increasingly intertwined [1] Group 1 - The integration of Gemini AI and Google search signifies a strategic evolution for Alphabet [1] - A recent legal precedent appears to provide Alphabet with favorable conditions to advance this integration [1]

Google’s controversial AI-generated summaries — which have been blamed for crushing the traffic of US news sites — have drawn an antitrust complaint in the European Union from a group of independent publishers.The complaint, dated June 30 and submitted by the Independent Publishers Alliance, accuses Google of abusing its dominant position in online search by promoting its own AI-generated summaries over links to original content.The filing by the Independent Publishers Alliance, seen by Reuters, requests th ...