Ladies and gentlemen, thank you for standing by and welcome to the Aurora Mobile First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star one, one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 1, 1 again. Please be advised that today ...

当前这个阶段的话我们觉得从四月底到五月初开始的话可能接下来会是一个新的应用开启的这么一个重要的时点我们认为当前这个其实还处于这个预期相对比较低的这么一个阶段前期我们看到整个A股包括海外科技股 普遍的回调这种背景之下市场对于行业的一些进展包括模型的这些进展关注度也是有所下降包括这种海外科技公司以及空窗期的这么一些影响的话使得整个板块的话今天的一波这个回调之后的话还处于预期重新起来的这么一个新的起点那4月底以来的话我们看到从更高层面的话开始 充分强调人工智能突出应用导向推动人工智能朝着更加健康有趣的方向在发展从假期之前我们也看到了整个海外公司的财报包括我们预期国内的模型在后续的话也会持续的这种进行一个迭代包括我们看到像Digic在第三世代20年12月份发布此前的话基本上是大概过个 五六个月可能就要发布新版本可能这个也会预计的话也会有望临近另外就是我们看到临近报陆续完成的话后续可能会更多的引导市场去关注产业的进展包括市场整个风险偏好的提升可能都是可预期的所以在这样一种背景之下的话我们觉得整个AI应用的话其实确实在逐步启示27年会是整个AI应用大幅无力的这么一个时间点 二五二六年的话会是AI整个应用启示的这么一个时间 ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [7]. Core Insights - The computer sector saw a significant increase of 3.02% last week, ranking 7th among major industries, with a trading volume accounting for 10.43% of the total market [2][4]. - The report highlights the growing interest in stablecoins and related technologies, particularly in the context of recent regulatory developments in Hong Kong [6][26]. - The launch of xAI's Grok-4, which includes advanced AI capabilities, is expected to drive further innovation in the sector [19][20]. Summary by Sections Market Performance - The overall market continued its upward trend, with the Shanghai Composite Index surpassing the 3500-point mark, closing at 3510.18 points, reflecting a 1.09% increase [12]. - The computer sector's performance was notably strong, with a 3.02% rise, contributing significantly to the overall market dynamics [12]. Key Developments - The report emphasizes the importance of cryptography in the blockchain ecosystem, particularly as stablecoins gain traction [6][32]. - The implementation of the stablecoin regulations in Hong Kong is anticipated to accelerate the development of the stablecoin market, with major companies like JD.com and Ant Group actively participating [6][26]. Recommendations - The report suggests focusing on companies with strong cryptographic technology reserves and relevant qualifications, especially those linked to the financial industry [6][42]. - It also highlights the potential for investment opportunities in firms that possess the necessary licenses and technological capabilities in blockchain and cryptography [30][42].

Regulated information Half-year report on Pluxee N.V.’s liquidity contract as of June 30, 2025 Pursuant to the liquidity contract entered into by Pluxee N.V. with BNP Paribas, the following assets appeared on the liquidity account as of June 30, 2025: 198,165 Pluxee N.V. ordinary shares€6,347,475 During the period from January 1, 2025 to June 30, 2025, the following transactions were performed: Purchasing of 718,910 ordinary shares amounting to €14,773,178 (4,467 transactions).Disposal of 719,962 ordinary s ...

Regulated information Half-year report on Pluxee N.V.’s liquidity contract as of June 30, 2025 Pursuant to the liquidity contract entered into by Pluxee N.V. with BNP Paribas, the following assets appeared on the liquidity account as of June 30, 2025: 198,165 Pluxee N.V. ordinary shares€6,347,475 During the period from January 1, 2025 to June 30, 2025, the following transactions were performed: Purchasing of 718,910 ordinary shares amounting to €14,773,178 (4,467 transactions).Disposal of 719,962 ordinary s ...

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Group 1 - Alphabet (NASDAQ: GOOG) is set to report Q2'25 earnings on July 23, 2025, after market close [1] - Analyst expectations for Alphabet's earnings per share (EPS) have shown mixed revisions, with 17 upward and 13 downward adjustments in the last 90 days [1] - The expectation is for Alphabet to report substantial, margin-accretive top-line growth [1] Group 2 - Michael Del Monte, a buy-side equity analyst, has over 5 years of industry experience and previously worked in professional services across various sectors [1]

京东骑手如果要获得平台购车返款，每天需要至少跑足34单。 ...

今年是赋予设区的市地方立法权十周年。7月11日，记者跟随省人大宣传调研组在宁采访，探寻地 方立法的南京实践。 十年栉风沐雨，十年法治深耕。十年来，南京市人大常委会锚定"强富美高"新南京建设目标，将全 过程人民民主融入立法各环节，让科技创新有"智"撑、民生福祉有"法"护、文化根脉有"章"循、生态画卷 有"律"守。十年里，我市共制定修订地方性法规52件，其中24件为创制性立法，包括17件全国首创、7 件"小快灵"法规。 立法成果：以定制化法规回应城市发展之需 南京是我国最早获得地方立法权的城市之一，自1986年地方组织法赋予立法权以来，市人大及其 常委会始终坚持科学立法、民主立法、依法立法，陆续制定修改法规165件，截至目前现行有效100 件。 2015年立法法修改后，南京立法工作迈入新征程。十年来，聚焦科技创新、民生保障、文化传 承、生态环保、社会主义核心价值观等重点领域，制定修订了一批具有南京特色的法规：全国首部城市 数字治理地方性法规《南京市城市数字治理若干规定》，让"数治南京"有章可循；全面修订《南京市科 学技术进步条例》，构建完善"最适合发展、最鼓励创新、最具南京特色"的科技法规体系；《南京市未 成年人 ...

虽然外卖大战打得风生水起，但是餐饮企业却开始感觉到有些苦不堪言。 7月14日餐饮连锁品牌嘉和一品创始人刘京京在微博发文，控诉因平台补贴乱象而带来的经营困境。 "各平台都是百亿补贴开战，但其实最受伤的是商家。顾客享受到的各种满减、补贴，每10元，平台只 出3元商家要补7元!大头都是商家出的。"她在微博中表示，"餐厅堂食面临三道生死关，因公限酒减少 了客流;被团购、直播薅了一道羊毛;又被外卖平台一天抢走两三亿的客流，还能剩下多少人会去堂食吃 饭?" 7月以来，平台发起0元购，还有很多"满25减21"、满16减16"等无门槛的外卖券。在这样的流量攻势 下，刘京京认为，"上千万的商家，都沦为了外卖的加工厂，变成三巨头混战的子弹。这完全是与堂食 的不公平竞争!当顾客习惯了低于成本价用餐，0元配送费，到餐厅吃饭的人只会越来越少!而当有底 线，有品质的餐厅都倒闭了，顾客还能吃到安全的饭菜吗?" 据媒体报道，当外卖大战进入到7月12日，整个市场总量从年初的日均 1 亿单翻倍至单日规模约2.5亿 单，比上一周多出 3000 万单，主要增量在美团，达到 1.5 亿单，淘宝闪购 8000 万单，京东 1000 多万 单。 而在数千 ...