作者：宝珠 李秋悦（实习生） 编辑：江江 上午8点半，文雯踩点下楼，坐上去公司的班车。 仅仅15分钟后，她就出现在了公司食堂二楼，吃一个肉蛋堡当早饭，开启一天的工作。 这样的通勤节奏舒服且难得，生活在一二线城市的年轻人深有体会。 对于大多数在一二线打拼的打工人来说，"租金便宜+通勤便利+居住舒适"，几乎是"不可能三角"——想要通勤时间短，房租预算就要往上涨，即便捡漏了 一个便宜房间，硬件也往往跟不上。 在一二线城市，租金划算、通勤便利和居住舒适这三点几乎不可能都被满足。（图/顾芗·AI制图） 文雯则打破了这个"不可能三角"。她告诉盐财经，她不仅不用交房租，而且中介费、网费、取暖费也都全免。值得注意的是，她的公寓位置在北京。 文雯是一名软件工程专业的在读研究生，目前正在大厂京东做实习生。今年9月初，京东实习生公寓投入使用，符合条件的实习生可以申请免费入住。 两个月前，小米北京青年公寓也正式开放，小米北京青年公寓主要面向近几年毕业的年轻员工，租金1999元/月，远低于周边市场价。彼时，这一消息瞬 间登上了热搜。 这不是一个单独的现象。盐财经注意到，如今，越来越多科技巨头开始下场，自建员工公寓。 去年10月，华为在 ...

Core Viewpoint - Meta has denied reports suggesting it is considering using Google's AI models for its advertising business, stating that it is only using them for benchmarking purposes [2][3]. Group 1: Meta's AI Strategy - Meta has a history of developing its own proprietary ad targeting and recommendation systems, and it regularly evaluates third-party tools for benchmarking [3]. - The consideration of using Google's AI models may indicate that Meta has encountered challenges with its own AI systems and is seeking interim solutions while refining its Llama AI models [4]. - CEO Mark Zuckerberg highlighted that AI has already improved advertising efficiency, with ad conversions increasing by 5% on Instagram and 3% on Facebook in the last quarter [5]. Group 2: Future Plans and Recruitment - Meta aims to create and target advertisements using AI by the end of 2026, which is a crucial part of Zuckerberg's vision for the company's future [5]. - The company has undertaken a significant recruitment drive to attract AI professionals, offering substantial compensation packages in some cases [6].

智通财经APP获悉，据《The Information》报道，Meta(META.US)已与谷歌(GOOGL.US)展开磋商，计 划采用谷歌的Gemini人工智能模型，以增强自身的广告定向精准度。 消息公布后，Meta股价在盘后交易中下跌，截至发稿，Meta夜盘下跌0.3%，而谷歌股价则上涨近1%。 该媒体援引知情人士补充称，这场磋商发生在Meta部分员工与谷歌云(Google Cloud)团队之间——值得 注意的是，Meta与谷歌在数字广告领域本是直接竞争对手。目前磋商已取得进展，这一动态也成为 Meta自研AI模型落后于竞品的最新信号：在自身技术追赶不及的情况下，这家由马克·扎克伯格领导的 公司至少已开始探讨"采用竞争对手技术"的可能性。 一名知情人士透露，Meta部分员工提议，利用Meta的广告数据对谷歌的Gemini及Gemma模型进行优化 调整;另有消息人士表示，Meta正评估是否通过Gemini模型提升内容理解能力。 值得关注的是，上月已有报道称，Meta与谷歌云签署了一项为期六年的重大云计算合作协议，价值超 100亿美元。 ...

Baidu, Inc. (NASDAQ:BIDU) is one of the  Buzzing AI Stocks on Wall Street. On September 19, Goldman Sachs analyst Lincoln Kong raised the price target on the stock to $154.00 (from $90.00) while maintaining a Buy rating. The firm highlighted how Baidu’s decline trajectory is well understood by the market and already reflected in street earnings estimates. Q3 2025 is likely to witness the steepest drop in Baidu’s core profits. Nevertheless, analysts believe that investor focus is now shifting to Baidu’s f ...

特约评论员 丨 陈白 编辑丨洪晓文 合，试图将AI能力赋能给电商、物流、金融等核心业务，构建一个庞大的"AI+"商业生态。百 度作为以搜索技术为核心的公司，在信息检索、内容生成等场景有先天优势，其在自动驾驶 等前沿领域的长期投入也为AI落地提供了多元化的路径。这种将AI技术与自身庞大应用场景 和海量数据相结合的能力，是中国科技公司特有的优势。 凯茜·伍德的投资哲学一向聚焦于"颠覆性创新"，她此刻的选择，可以被解读为她认为中概股 的"颠覆性"正在从商业模式创新转向更底层的硬核科技创新，而当前的市场价格尚未充分反 映这一转变。 除了AI带来的新叙事之外，估值本身的吸引力也不容忽视。即便在经历了一轮反弹之后，与 美国同类科技公司相比，许多中概股的市盈率、市销率等关键估值指标依然处于历史低位。 换言之，以相对低廉的价格，便有机会投资于全球第二大经济体中，在人工智能这一确定性 赛道上占据领先地位的企业，这对于追求高成长性的基金而言，无疑具有强大的吸引力。 当然，我们不能将ARK基金的个别操作简单等同于整体外资的全面转向。资本的流动是复杂 且多维的，中美之间的科技竞争与摩擦并未消失，这使得供应链安全、技术出口管制等问题 ...

(Reuters) -Meta staffers have had discussions with Alphabet's Google Cloud about the possibility of using its Gemini models to improve the Facebook parent's ad business, the Information reported on Thursday. The talks are still in relatively early stages and may not result in an agreement, the report said, citing people with knowledge of the conversations. Alphabet declined to comment, while Meta did not immediately respond to a Reuters request for comment. The Meta employees have proposed fine-tuning r ...

Core Viewpoint - The resurgence of Chinese tech stocks, particularly Alibaba and Baidu, is driven by favorable market sentiment and a recent trade agreement between the U.S. and China, leading to significant stock price increases since May 12 [1][2]. Group 1: Stock Performance - Alibaba and Baidu stocks have both surged over 30% since the trade deal announcement, reaching new 52-week highs of over $100 per share [2]. - The current stock prices of Alibaba and Baidu have prompted discussions on whether investors should pursue these stocks after their rapid increase [2]. Group 2: AI Expansion - Both Alibaba and Baidu are advancing in AI technology, developing multimodal AI models that can process various data types, benefiting from China's push into AI and restrictions on Nvidia's AI chips [3]. - Alibaba has introduced its new AI model "Qwen3-Max" with over a trillion parameters and plans to invest over $50 billion in AI over the next three years [4]. - Baidu has developed advanced AI systems from its ERNIE model and has secured a strategic partnership with China Merchants Group to implement AI solutions across industries [5]. Group 3: Financial Outlook - Alibaba's total sales are projected to increase by 4% in FY26 and by 11% in FY27, reaching $160.04 billion [6]. - Despite a forecasted 14% decrease in annual earnings for FY26, Alibaba's EPS is expected to rebound by 39% in FY27 [8]. - Baidu's revenue is expected to contract by 1% in FY25 but is projected to grow by 4% in FY26 to $19.14 billion, with EPS anticipated to drop 28% in FY25 before stabilizing and increasing by 9% in FY26 [9]. Group 4: Valuation Metrics - Alibaba and Baidu stocks have seen a significant increase in valuations, with forward P/E multiples of 21.8X and 15.9X, respectively, moving away from recent lows of under 12X [10]. - Both companies maintain respectable price-to-sales ratios under 3X, indicating they are still at the low end of a decade-long range compared to other growth-oriented tech stocks [13]. Group 5: Investment Considerations - With current stock prices above $100, buying Alibaba and Baidu may be less appealing, although their AI expansion positions them as potential long-term investments [14]. - For indirect exposure to the rally in Chinese stocks, investors may consider ETFs such as Invesco China Technology (CQQQ) and iShares China Large-Cap (FXI) [15].

Meta Platforms (NASDAQ:META) has had discussions with Google (NASDAQ:GOOG) (NASDAQ:GOOGL) about using the latter's Gemini artificial intelligence models to boost the former's ad targeting, The Information reported. Meta shares fell 0.5% in post-market trading after the news, while Google shares ...

Alphabet Inc.'s Google is bracing for a second financial penalty under the European Union's sweeping Digital Markets Act (DMA), Reuters reported, as regulators in Brussels prepare a draft decision on ... ...

MoffetNathanson将Alphabet的目标价从230美元上调至295美元，维持"买入"评级。该行指，Alphabet是 人工智能竞赛中的赢家之一，仍是最有条件实现货币化和扩大GenAI机会的公司。 ...