师渡智能自2024年成立以来，以"AI+"应用赋能康养、工业、教育等领域，专注于智能眼镜和语音控制系统的创新应用，构建了覆盖智慧康养、智慧生活、 智能制造三大领域的智能产品矩阵。 智慧康养领域：重新定义银发科技 近日，苏州师渡智能科技有限公司（以下简称"师渡智能"）宣布完成数百万元种子轮融资。本轮融资将全面投入智能眼镜核心技术的研发迭代、市场拓展及 生态体系建设，进一步推动AI智能眼镜在智慧康养、智慧生活、智能制造等领域的深度应用。 值得关注的是，师渡智能凭借自主研发的技术优势，将旗下产品价格精准锚定200元至1000元区间，覆盖大众消费级到专业级需求，以高性价比打破行业价 格壁垒，助力智能眼镜普及化应用进程。同时，布局AI产教融合，培养AI智能眼镜应用程序开发者和工程师，赋能AI智能眼镜多场景应用。 聚焦垂直场景，打造多领域智能眼镜产品矩阵 师渡智能专注于智能工业眼镜和语音控制器的研发,赋能工业领域的数字化转型。通过AI语音控制技术,实现设备操控、数据采集和远程协作,提升生产效率与 安全性。结合智能语音控制器、AI语音模块，配套教材，适用于工业、教育、产品展示等场景。这些创新应用为制造业注入新质生产力,推动 ...

我们再来看看板块的情况：1、CPO等算力硬件股全线走强。从消息面看，隔夜英伟达股价大涨，超越 微软再次成为全球市值最高的上市公司，引动A股算力股涨势。另外，近期Yole发布2025年数据中心共 封装光学市场预测报告，英伟达的硅光子共封装光学技术正推动AI数据中心变革，预计CPO市场规模将 从2024年的4600万美元飙升至2030年的81亿美元，年复合增长率高达137%。 2、大消费概念股反复活跃。新渠道的变革为满足消费趋势的新品类提供机会，叠加旺季餐饮的催化， 二季度在基数不高的基础上迎来较快增长。 3、固态电池同样走强。固态电池的应用场景覆盖当前主流领域与未来前沿场景，全球产业链正展开密 集布局，加速产业化进程。固态电池有望在2027年前启动装车验证，2030年实现量产化应用，出货量有 望超65GWh。 今天，A股市场延续反弹，三大指数全线收涨，大消费方向再度走强，食品、饮料等细分领涨，CPO等 AI算力硬件方向同样表现亮眼，此外固态电池、稀土等方向盘中活跃。全天成交额11530亿，较上个交 易日放量116亿，个股涨多跌少，全市场近4000只个股上涨。收盘，沪指涨0.42%，深指涨0.87%，创指 涨1. ...

据商业软硬件厂商海石商用副总经理李昊旻介绍，零售场景AI落地源于芯片算力冗余，"三四年前，我们就看到算力的应用前景，根源在于观察到CPU和 GPU性能在零售场景开始出现冗余，单纯的算账和支付不需要太高的性能。（与此同时）AI场景开始显现出来。" 据李昊旻介绍，最早被提出并解决的是生鲜识别问题，由摄像头采集生鲜图像并由AI识别、算出SKU（最小存货单位）。如今，一些超市的秤能自动识别 生鲜，无须人工选择，其他应用还包括AI+通道识别方案、AI团餐识别方案，分别用于识别超市收银是否有异常扫码行为、提高自选菜餐厅的收银效率。 14B模型用上显卡，在零售业应用的成本基本上能做到万元级别，如果不用显卡，一些情况下CPU也能运行7B、8B模型。 模型小型化让一些端侧场景用了起来。 "零售场景下，8B（B为十亿参数）模型能做人流预测、商品检验、导购；14B可以做一些简单报表分析；32B在报表出来后还可以给图谱指引、数据预警； 70B可以扮演区域经理、大区经理的角色。" 工控主板厂商吉方工控副总经理李晓涛在近日一场分享中表示。他告诉记者，近期有很多模型已能用于公司实 际运营中，且性价比高。 在大模型中，8B~70B参数并不算 ...

家人们，我是帮主郑重！今天早盘市场给了个小惊喜——创业板指半日涨1.22%，近4000只个股飘红，这行情看着挺热闹。但别急着喊牛市，咱们得扒开数 据看门道。 先看盘面，三大指数全线收红，沪指涨0.43%，深成指涨0.91%，创业板指领涨1.22%。北向资金半天净流入超50亿，外资这波抄底动作挺快。不过成交量缩 到7425亿，比昨天少了200多亿，说明市场还是有点犹豫，资金在等方向确认。 科技线：AI硬件反弹，铜缆链接成新宠 早盘AI硬件概念集体反弹，华脉科技、润建股份涨停，光模块、服务器这些老面孔又支棱起来了。这和咱们之前聊的算力产业链逻辑不谋而合——国产替 代加速，华为昇腾生态的兄弟们（比如拓维信息）订单接到手软。铜缆高速链接突然异动，估计是英伟达Blackwell芯片量产的消息刺激的，国产替代逻辑 下，得润电子这些做连接器的公司成了资金新宠。 另一边，大消费板块突然发力，香飘飘、峨眉山A涨停，金陵体育这种体育消费股也冲上涨停。这波反弹有点意外，但细想也在情理之中——五六月是传统 消费旺季，叠加618临近，资金提前布局。不过要提醒一句，消费复苏持续性要看政策落地情况，别被短期情绪带偏。摘帽板块异动倒是正常， ...

不知道你们在插笔记本 USB-C 接口的时候，有遇到过这样的疑问没？ 明明都是 USB-C ，为什么这个能充电不能传数据，那个能传数据不能接显示器？ 这怕是 PC 行业很经典的接口迷惑行为了吧。 最近有个好消息是，微软看不下去这场闹剧了。 其通过了 Windows 11 WHCP（ Windows 硬件兼容性计划）新规，宣布要终结 USB-C 接口的混乱局面，让所有接口都必须支持数据、充电和显示功能。 这意味着，未来你随便找个 USB-C 口插上就能用了。 其实理论上，一个 USB-C 接口就能搞定充电、数据传输和视频输出；但不同厂商对 USB-C 的实现方式五花八门。 例如，充电口只能充电，数据传输速度堪比蜗牛（ USB 2.0 的 480Mbps ）；数据口传文件飞快，但插上显示器就拉了； 全能口的话，价格贵不说，还习惯放在笔记本比较隐蔽的角落；甚至还有薛定谔接口，插上去之前你永远不知道它支持什么功能...... 这块微软有过 Windows 的诊断数据显示，27% 配备 USB4 的 PC 遇到过功能受限通知，用户明明插入了 USB-C 设备，但 PC 就是不买账。 而对于 PC 厂商来说，每个全功能 ...

Core Viewpoint - HPE is transforming into a key player in AI infrastructure, driven by a surge in enterprise-level AI server orders and strong demand from sovereign clients in the Middle East [1][6]. Group 1: Financial Performance - HPE reported a strong second-quarter performance with adjusted earnings per share of $0.38 and revenue of $7.63 billion, a 6% year-over-year increase, surpassing the consensus estimate of $7.45 billion [1]. - The company secured $1.1 billion in net new orders during the second quarter, with approximately one-third coming from enterprise clients [1]. - AI backlog orders soared to $3.2 billion, indicating significant demand for AI-related products [1]. Group 2: Business Segments - Total server revenue grew by 6% to $4.06 billion in the quarter [4]. - Revenue from hybrid cloud business increased by 13% to $1.45 billion [4]. - The networking business experienced its first revenue and profit growth after five consecutive quarters of decline, driven by AI developments [4]. Group 3: Strategic Insights - HPE is accelerating the deployment of NVIDIA's new Blackwell series GB200 products, with the AI backlog being just the tip of the iceberg, as the overall pipeline is several times larger [1][5]. - The management highlighted the company's expertise in direct liquid cooling technology, which is crucial for managing the high heat generated by modern AI chips [3]. Group 4: Future Outlook - For the third quarter, HPE expects revenue between $8.2 billion and $8.5 billion, with adjusted earnings per share projected at $0.40 to $0.45 [6]. - The company is navigating a complex macroeconomic and geopolitical environment while preparing for additional actions to meet its fiscal 2025 outlook [6]. - HPE is facing regulatory challenges, particularly regarding its acquisition of Juniper Networks, which could impact its strategic plans [6].

Group 1: Fund Industry Developments - Multiple public funds are actively purchasing newly issued floating-rate funds, indicating strong market interest and support from fund companies [1] - The new floating-rate funds are designed to anchor performance benchmarks, incentivizing fund managers to enhance investment capabilities and research systems [1] - As of June 3, 440 A-share listed companies have announced share buybacks, with 78 companies initiating new buyback plans in May alone [1] Group 2: Wealth Management and Financial Services - The wealth management industry is experiencing a "fee reduction wave," with some products offering management fees as low as 0.01% per year, translating to just 1 yuan for a 10,000 yuan investment [2] - Major banks are adjusting their car loan commission structures, reducing high rebate rates to enhance service quality and market competitiveness [2] Group 3: Pharmaceutical and Biotechnology - Bayer's prostate cancer drug Nubeqa has received FDA approval based on positive results from a Phase 3 trial, showing a 46% reduction in the risk of disease progression or death [3] Group 4: IPO and Market Activity - There has been a significant increase in foreign capital participation in Hong Kong IPOs, with 15 out of 27 companies this year attracting foreign cornerstone investors, compared to only 3 last year [5] - Shenzhen Handback Technology Group's IPO faced challenges, with its stock price dropping nearly 30% from the initial offering price shortly after listing [6][7] Group 5: Corporate Financing and Strategic Moves - China Ping An plans to issue zero-coupon convertible bonds totaling 11.765 billion HKD to support its business development and capital needs [10] - United Optoelectronics intends to acquire 100% of Changyi Optoelectronics through a share issuance, with the final transaction details pending [8] Group 6: Market Performance - The US stock market saw all three major indices rise, with the Dow Jones increasing by 0.51% and Nvidia leading the gains in the tech sector [11]

公司同时上调了全年盈利指引，预计每股收益为1.78-1.90美元(原指引下限为1.70美元)，高于市场预期 的1.80美元。 慧与预计，截至10月的全财年营收在剔除汇率波动后将增长7%-9%(原指引为7%-11%)。 人工智能浪潮推动了对高性能服务器等硬件的需求，慧与和戴尔科技(DELL.US)、超微电脑(SMCI.US) 等厂商均受益于此。 慧与科技(HPE.US)在美东时间周二盘后公布了第二财季业绩，营收、业绩超预期，并表示预计今年关 税对其业务的影响将有所减轻。报告发布后，该股一度上涨近5%。这家总部位于德州的公司在声明中 称，第二财季销售额同比增长6%至76.3亿美元，高于分析师平均预期的74.6亿美元，调整后每股收益为 38美分，高于分析师平均预期的33美分。 截至发稿，慧与科技在美股夜盘上涨3.6%，报18.33美元，但年内累计跌幅仍达17%。 首席执行官安东尼奥内里(Antonio Neri)在采访中表示，关税对公司利润的影响预计将更为温和，全年调 整后利润受关税负面影响预计为每股4美分，低于此前预期的7美分。 但由于需要为服务器配置英伟达(NVDA.US)等厂商的昂贵AI芯片，该业务线利润率较 ...

内容概况：在"双减"政策持续深化的背景下，家长和学生对优质教育的需求依然旺盛，AI学习机凭借高 效的资源整合能力成功承接了需求转移，成为推动市场增长的核心动力。随着众多K12教辅机构纷纷向 AI学习机等教育智能硬件领域转型，新的市场参与者的涌入推高了市场规模。此外，大模型的兴起和 应用也使得产品更好地满足了用户多元化和高效化地学习需求。据统计，2024年，中国AI学习机市场 全渠道销量为592.3万台，同比增长25.5%；销售额为190.6亿元，同比2023年增长37.6%。2025年以来， AI学习机作为平板电脑的主力产品，正式进入"国补"目录，大大降低了消费者的购买成本，进一步刺激 了市场需求的释放。与此同时，AI学习机品牌商在年货节、开学季加大促销，推出多款中端价位产 品，其显著高于2024年的力度有效激发了此前因价格因素而持观望态度的消费群体。2025年第一季度， 中国AI学习机市场的全渠道销量为126.5万台，同比上涨29.4%，销售额为40.2亿元，同比上涨15.8%。 未来，AI学习机的销售额有望突破千亿。 相关企业：作业帮教育科技（北京）有限公司、网易有道信息技术（北京）有限公司、深圳市优学天 ...

Market News - US stock indices collectively rose, with the Dow Jones up 0.51%, Nasdaq up 0.81%, and S&P 500 up 0.58%. Notable tech stocks saw significant gains, with Broadcom rising over 3% and Nvidia up over 2%, surpassing Microsoft to become the world's most valuable company with a market cap of $3.445 trillion compared to Microsoft's $3.441 trillion [1] - International gold prices fell, with spot gold down 0.83% at $3352.885 per ounce, while COMEX gold futures dropped 0.60% to $3376.90 per ounce. In contrast, international oil prices rose, with WTI crude up 1.31% at $63.34 per barrel and Brent crude up 1.47% at $65.58 per barrel [1] - European stock indices also closed higher, with Germany's DAX up 0.67%, France's CAC40 up 0.34%, and the UK's FTSE 100 up 0.15% [1] Industry Insights - The National Medical Products Administration recently approved 11 new drugs for market, covering areas such as oncology and endocrinology, with several being the "first in China" or "first domestic" drugs. Among these, 7 are Class 1 drugs, representing the highest level of drug innovation in China's registration classification. This marks a significant acceleration in the R&D pipeline of innovative pharmaceutical companies in China [2] - The approval of new drugs indicates a maturing phase for China's innovative drug industry, with over 30 new drugs approved this year. The recent ASCO annual meeting showcased over 70 research results from Chinese pharmaceutical companies, highlighting the internationalization of domestic innovative drugs [2] - The innovative drug sector is expected to maintain its growth, driven by policy support and increasing global competitiveness. The recovery of overseas orders and performance, along with a potential domestic demand rebound by 2025, presents opportunities for the sector [2] - The quantum computing industry is at a critical turning point, transitioning from technology-driven to application-driven. The period from 2025 to 2030 is anticipated to be a golden window for commercialization, potentially reaching a market size of hundreds of billions [3] - The Ministry of Industry and Information Technology, along with other departments, launched the 2025 New Energy Vehicle (NEV) initiative, targeting underrepresented county-level cities for NEV promotion. This initiative aims to enhance the penetration rate of NEVs in lower-tier cities, which currently lags behind first and second-tier cities [4][5]