Core Insights - Canalys (now part of Omdia) reported that India's PC (excluding tablets) shipments are expected to grow by 13% year-on-year in Q1 2025, reaching 3.3 million units [1] Summary by Category Shipment Growth - The notebook segment is projected to see a significant increase, with shipments rising by 21% to 2.4 million units, making it the primary driver of growth [1] - In contrast, desktop shipments are expected to decline by 3%, totaling 906,000 units [1]

Canalys最新研究，2025年第一季度，印度PC(不含平板电脑)出货量同比增长13%，达到330万台。其 中，笔记本出货量增长21%，达240万台，成为增长主力；台式机出货量则同比下滑3%，至90.6万台。 混合办公的普及以及消费者和企业对生产力工具的需求，使笔记本依然是推动印度数字化进程的核心。 相比之下，印度平板电脑出货量同比大幅下滑24%，仅为100万台。预计2025年全年，印度PC市场将增 长6%，出货量突破1500万台；而平板电脑市场将萎缩8%。 ...

该研究于 2025 年 6 月 12 日发表于 国际顶尖学术期刊 Nature ，论文题为： An instantaneous voice-synthesis neuroprosthesis ，论文作者来自加州大学戴 维斯分校。 该研究利用植入式 脑机接口 （BCI） ，结合 低延迟处理和 AI 驱动的解码模型，将一位已瘫痪的 渐冻症 （ALS） 患者大脑中的神经活动转化为语言，并通过扬 声器实时合成并输出 （仅延迟 8.5 毫秒） ，从而帮助他实现流畅、且有感情地" 说话甚至唱歌 "。 研究团队将 脑机接口 （BCI） 植入到一名已经几乎完全失去发音能力的 渐冻症 （ALS） 患者的大脑，通过 256 个微电极记录负责语言运动功能的 腹侧中央前 回 的神经活动，并实时合成语音，通过 闭环音频反馈进行调整 ，克服了训练神经解码器时缺乏真实语音的难题，成功准确合成了他的声音。除了语音内容，研 究团队还从大脑神经活动中解码出了副语言特征，使患者能够实时调节其脑机接口合成的声音，从而改变语调并哼唱简短的旋律。这项临床研究 表明， 通过脑机 接口让瘫痪者清晰且富有感情地说话是可行的 。 撰文丨王聪 编辑丨王多鱼 排版 ...

Core Viewpoint - Huawei's commercial brand, Huawei Qingyun, is leveraging the power of HarmonyOS to reshape the commercial terminal market, particularly in high-sensitivity industries like finance, where data security and privacy are paramount [1][4]. Group 1: Product Launch and Features - Huawei Qingyun has introduced its first HarmonyOS commercial laptop, the Huawei Qingyun HM940, along with the Harmony Office Commercial Solutions, addressing the increasing demand for secure and stable commercial terminal devices [1][6]. - The Huawei Qingyun HM940 is powered by HarmonyOS 5 and features a new security architecture, Star Shield, which enhances system-level security and stability [4][6]. - The data security triple protection system in HarmonyOS 5 ensures comprehensive data safety throughout the lifecycle of the device, preventing data leaks and giving users control over their data security [6]. Group 2: Market Strategy and Ecosystem Development - Huawei Qingyun is building a more secure and efficient Harmony ecosystem in the commercial sector, particularly for the financial industry, while accelerating the adoption of HarmonyOS across various industries [3][12]. - The launch of the Qingyun Galaxy Plan aims to create a prosperous ecosystem by providing various rights and benefits to pioneer customers, thereby reducing barriers to entry for government and enterprise clients [11][12]. - The collaboration with leading industry partners, such as Qi Anxin and Lianruan, is focused on developing enterprise-level security solutions that address privacy and data security challenges for a diverse range of enterprise users [7][12]. Group 3: Future Vision and Goals - Huawei aims to expand the Harmony computer ecosystem over the next 3-5 years, focusing on full-stack autonomy and cross-end integration as key differentiators [12]. - The company plans to continue collaborating with partners to develop more efficient and secure Harmony Office Commercial Solutions, catering to the IT management and operational needs of various industries [12][13]. - The dynamic cycle of innovation within the Harmony ecosystem is expected to reshape industry standards and drive digital transformation across sectors [12].

Company Performance - BigBear.ai Holdings, Inc. (BBAI) closed at $4.00, reflecting a +1.01% change from the previous day, outperforming the S&P 500's daily loss of 0.22% [1] - Over the last month, BBAI shares increased by 3.66%, exceeding the Computer and Technology sector's gain of 2.98% and the S&P 500's gain of 0.45% [1] Upcoming Financial Results - Analysts expect BigBear.ai to report earnings of -$0.07 per share, indicating a year-over-year decline of 75% [2] - Revenue is forecasted to be $40.99 million, representing a 3.04% growth compared to the same quarter last year [2] Full-Year Estimates - Zacks Consensus Estimates predict full-year earnings of -$0.41 per share and revenue of $166.85 million, reflecting year-over-year changes of +62.73% and +5.45%, respectively [3] Analyst Estimates and Outlook - Recent modifications to analyst estimates for BigBear.ai are crucial as they reflect short-term business trends [4] - Upbeat changes in estimates suggest a favorable outlook on the company's health and profitability [4] Zacks Rank and Industry Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks BigBear.ai at 4 (Sell) [6] - The Computers - IT Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 87, placing it in the top 36% of over 250 industries [7]

Key Takeaways MSTR purchased 10,100 BTC for $1.05B between June 9 and June 15, averaging $104,080 per coin. MSTR funded the buy through ATM equity sales and a $979.7M preferred share IPO on June 10. MSTR now aims for a 25% BTC yield and $15B total Bitcoin gain in 2025.MicroStrategy (MSTR) , doing business as “Strategy,” is the world’s largest corporate holder of Bitcoin, which reinforced its bullish stance by purchasing 10,100 BTC for $1.05 billion, at an average price of $104,080 per coin between June 9 ...

Core Insights - Dell Technologies (DELL) shares are undervalued with a Value Score of A and a forward 12-month P/S ratio of 0.77X compared to the sector average of 6.36X [1][10] - Despite a year-to-date increase of 1.2%, DELL has underperformed the Zacks Computer and Technology sector, which saw a 1.6% increase, due to macroeconomic challenges and competition [3][5] - The broader PC market recovery is slower than anticipated, with customers delaying purchases and a competitive pricing environment impacting profitability [4] Financial Performance - DELL's AI server orders surged to $12.1 billion in Q1 FY26, with $1.8 billion shipped and a backlog of $14.4 billion, indicating strong future growth potential [10][15] - For Q2 FY26, revenues are projected between $28.5 billion and $29.5 billion, suggesting a 16% year-over-year growth, with a consensus estimate of $29.09 billion [17] - Non-GAAP earnings are expected to be $2.25 per share, indicating a 15% growth at the mid-point, with a consensus estimate of $2.26 per share reflecting a 19.58% year-over-year growth [18] Strategic Partnerships and Innovations - DELL is expanding its partner base, including collaborations with Lowe's, NVIDIA, and Worley, enhancing customer experiences and driving innovation [8][11][13] - The company is focusing on AI infrastructure, with advancements in the Dell AI Factory and the introduction of next-generation PowerEdge servers to accelerate enterprise AI adoption [12][14] - The demand for AI-optimized servers is a key growth driver, supported by strong enterprise interest in generative AI applications [14]

Key Takeaways BBAI's backlog rose 30% year over year to $384.9M, driven by long-term national security contracts. Revenue growth is expected to accelerate in H2 2025, averaging 6.8% versus 4% in H1. BBAI retained its 2025 revenue outlook of $160M-$180M, projecting up to 13.8% year-over-year growth.BigBear.ai Holdings, Inc.’s (BBAI) AI-based portfolio of offerings is at a juncture where the demand for national security and mission-critical needs meet. The increasing spending by the United States on travel, ...

以下文章来源于3D视觉之心 ，作者3D视觉之心 3D视觉之心 . 3D视觉与SLAM、点云相关内容分享 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 评估协议的关键局限性 三维计算机视觉领域高度关注于捕捉场景的几何和视觉外观，以及理解其内容。近年来，三维高斯溅射（3D Gaussian Splatting, 3DGS）因其独特的能力——能够以一种紧凑的形式联合编码场景的几何、外观和理解属性 （该形式可以有效地从二维带位姿的图像中优化得到）——已成为最理想的三维表示方法。此外，视觉-语言推 理代表了三维场景理解最具前景的方向，因为它将场景的视觉和几何属性与我们用来定义、描述和推理概念的语 言连接起来。因此，本文专注于利用 3DGS 进行视觉-语言场景理解。 语言高斯溅射（Language Gaussian Splatting, LGS）最相关的方法可分为三类。前两类方法首先使用视觉-语言基 础模型（例如 CLIP）从所有训练图像中提取二维特征。第一类随后执行基于梯度的单场景优化，将特征向量分 配给每个三维高斯基元（primitive），并优化它们，使其渲染 ...

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