出品 | 虎嗅智库 作者 | 大鲸助理 在一家消费品牌的市场部，每天都有内容团队在赶稿——新品发布、会员促销、社媒热点跟进，需求源 源不断；投放团队苦于预算有限，却又被要求ROI翻倍增长；用户运营部门反复争论，谁才是真正 的"高价值用户"；而老板只问一个问题："花了这么多钱，到底带来了什么增长？" 这不是一家公司在经历的问题，是整个营销行业的集体困境： 那么，AI来了，问题就解决了吗？ 生成式AI、大模型、智能推荐、AIGC工具、营销自动化平台、RPA流程……过去两年，AI在营销领域 持续"卷技术"，但真正能解决问题、创造效果、被客户高度认可的AI营销服务，却仍埋在海量技术与工 具中。 为此，我们发起的「大鲸榜·智能营销GenAI最强落地公司评选」，就是要找到真正用AI解决营销难 题、推动企业增长的技术服务商与解决方案提供商。 您的大模型是否让某快消品牌新品上市洞察效率提升300%？ 您的智能归因系统是否帮金融客户找到被埋没的高效渠道？ 为什么需要这份榜单？ 您的动态创意工具是否为电商客户批量生成高质量的个性化视频？ 内容成本高，更新频率快，却依然难以"打动人心" 数据分散、归因困难，转化链路不透明 客户流失 ...

09:25 A股开盘丨三大股指集体高开 沪指涨0.08%，深成指涨0.27%，创业板指涨0.46%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | N MN | 3519.48c | 2.65 | 0.08% | | 399001 | 深证成指 | 5 | 10902.72c | 29.11 | 0.27% | | 399006 | 创业板指 | 5 | 2279.67 c | 10.34 | 0.46% | 脑机接口、医药商业、多模态AI、短剧游戏板块活跃，光伏、多元金融等板块走低。 09:30 AI智能体概念股开盘活跃 南兴股份一字涨停，酷特智能、掌阅科技、立方控股、鼎捷数智、延华智能涨超5%，万兴科技、值得买、汉得信息、 通达海等跟涨。消息面上，今天凌晨，OpenAI进行了技术直播发布了重磅产品ChatGPT Agent。ChatGPT Agent具备自 主思考和行动的能力，能够主动从其技能库中选择合适的工具，包括Operator、 Deep Research和ChatG ...

Cintas (CTAS 3.69%) announced its fiscal 2025 fourth-quarter results on Thursday, July 17, with revenue up 8% year over year to $2.67 billion and diluted EPS up 9% to $1.09, with record full-year revenue of $10.34 billion and EPS growth of 16.1%. The company projects fiscal 2026 revenue of $11 billion–$11.15 billion (6.4%–7.8% growth) and EPS of $4.71–$4.85 (7%–10.2% growth), while highlighting robust recurring business performance, disciplined capital allocation, and technology-driven productivity initiati ...

横屏短剧再次向长剧发起挑战。 在近期暑期档的混战厮杀中，《朱雀堂》《鹦鹉》两部精品横屏短剧在当下剧集市场展现出强劲竞争力，不仅投资规模、制作班底向长剧靠拢，网络热度 和播放数据亦一度赶超同期热播长剧，最终分账票房令人期待。 而在此之前，今年横屏短剧的分账成绩并不太乐观，整体表现较前两年明显缩水。如今进入拼投资、卷制作的新阶段，沉寂了近半年的"横短"是否能重新 迎来一波飞升？ 《朱雀堂》《鹦鹉》给"横短"再上强度 最直观的就是演员阵容和制作班底的进一步升级。 虽说这两年长剧演员和创制团队进军短剧早已不是什么新鲜事，不过以往更多的还是长剧中的配角或是中腰部创作者，像《朱雀堂》《鹦鹉》这样台前幕 后都启用一线行业资源的横屏短剧真的是不多见。 先说投资超4000万、在腾讯视频和爱奇艺联播的悬疑探案剧《朱雀堂》，剧中的两位领衔主演万茜、秦俊杰和倾情出演的欧豪皆是在长剧中能够挑大梁的 人气实力演员。与此同时，该剧改编自中国著名推理女作家鬼马星的同名小说，导演谢忠道担任过电影《长津湖之水门桥》的摄影指导，编剧龙振宇执笔 的长剧《完美的救赎》不久前已在爱奇艺播出，可以说方方面面都对标长剧标准。 腾讯视频的另一重点横屏项目《鹦 ...

Target is ending a long-standing program that matches prices of items with those of competitors, as the big-box retailer looks to simplify its pricing strategy https://t.co/O5uALClI13 ...

近期银行板块陨落，科技方向复活，市场表现不错，如 AI、机器人、军工等方向都有亮点。社融数据 变好带来流动性拐点，加上 H20 解禁和重磅会议将召开，市场较为乐观。算力演绎两大逻辑，ASIC 带 来诸多变化，此前光模块只关注英伟达产业链，今年沾边谷歌、亚马逊、微软的企业表现出色，如生益 电子与胜宏比翼齐飞，新易盛、索尔思等在相关大厂导入速度快。中报后市场会洗牌。此外，AI 应用 近期起色明显，尤其是港股，如粉笔、美图。黄仁勋提出物理 AI，后续关注 AI 货币化，港股美图、A 股 少数 ERP 企业走在前列，未来需结合基本面切换关注重点。 股票名称["生益电子","新易盛","东山精密","剑桥科技","粉笔","美图"] 板块名称["银行","科技","AI","机器人","军工"] 市场乐观、ASIC芯片、AI应用 看多看空文中提到社融数据变好带来流动性拐点，H20解禁，重磅会议即将召开，市场挺乐观， 且多个方向表现不错，如AI、机器人、军工等，所以看多A股。 风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投 资建议。在作出任何投资决定前，投资者应根据自身情况考虑 ...

Bain Capital is already scouting for its next airline after more than tripling its money on the Virgin Australia IPO. Read today's Australia Briefing by @AngusWhitley1 for your daily dose of the best of Bloomberg from Down Under and around the world. https://t.co/92FfxKghZU ...

Alaska Air Group (ALK) closed at $53.12 in the latest trading session, marking a +2.85% move from the prior day. This change outpaced the S&P 500's 0.54% gain on the day. On the other hand, the Dow registered a gain of 0.52%, and the technology-centric Nasdaq increased by 0.74%. Coming into today, shares of the airline had gained 10.2% in the past month. In that same time, the Transportation sector gained 2.66%, while the S&P 500 gained 4.2%. The investment community will be paying close attention to the ea ...

Company Performance - Target's stock closed at $103.65, reflecting a gain of +2.28% from the previous session, outperforming the S&P 500's gain of 0.54% [1] - Prior to the recent trading day, Target shares had increased by 6.54%, surpassing the Retail-Wholesale sector's gain of 2.05% and the S&P 500's gain of 4.2% [1] Earnings Forecast - Target is projected to report earnings of $2.08 per share, indicating a year-over-year decline of 19.07% [2] - The consensus estimate for revenue is $24.88 billion, representing a 2.26% decrease compared to the same quarter of the previous year [2] - For the full year, earnings are estimated at $7.55 per share and revenue at $104.65 billion, reflecting changes of -14.79% and -1.79% from the prior year, respectively [3] Analyst Estimates and Valuation - Recent adjustments to analyst estimates for Target are crucial as they reflect short-term business trends [4] - The Zacks Rank system, which assesses estimate changes, currently ranks Target at 4 (Sell), with a historical average annual gain of +25% for 1 ranked stocks since 1988 [6] - Target's Forward P/E ratio is 13.42, which is lower than the industry average of 21.41, suggesting that Target is trading at a discount [7] Industry Context - Target has a PEG ratio of 2.9, compared to the Retail - Discount Stores industry's average PEG ratio of 2.76 [8] - The Retail - Discount Stores industry is ranked 166 in the Zacks Industry Rank, placing it in the bottom 33% of over 250 industries [9]

In the latest close session, ODP Corp. (ODP) was up +1.87% at $18.25. The stock's performance was ahead of the S&P 500's daily gain of 0.54%. At the same time, the Dow added 0.52%, and the tech-heavy Nasdaq gained 0.74%. Shares of the office supply retailer witnessed a gain of 8.12% over the previous month, beating the performance of the Retail-Wholesale sector with its gain of 2.05%, and the S&P 500's gain of 4.2%.Analysts and investors alike will be keeping a close eye on the performance of ODP Corp. in i ...