证券之星消息，海天瑞声(688787)07月04日在投资者关系平台上答复投资者关心的问题。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 海天瑞声回复：尊敬的投资者，您好：1、公司股东及高管的减持行为均严格遵守证监会及交易所相关 规定，已提前披露减持计划，且减持比例、方式等符合监管要求。本次减持主要系股东自身资金需求。 公司实控人及管理层始终坚定看好行业前景，并持续通过战略投入巩固核心竞争力。2、DeepSeek等AI 新技术并未减少数据标注的需求，反而推动了行业向更高阶、更专业化的方向发展：（1）需求升级： 大模型产业化加速，在金融、医疗、法律等专业领域，高质量标注数据的需求持续扩大，需要行业专家 深度参与；（2）模态拓展：DeepSeek为大语言模型，为文本模态，但未来AI正从单一文本向多模态 （语音、视觉等）演进，也会催生增量数据需求；（3）质量要求：随着模型精度提升，对数据标注的 准确性、一致性要求更高，数据标注难度增加。3、公司上半年经营情况正常并持续向好，具体财务数 据请以后续披露的定期报告为准。4、公司股东在减持方式 ...

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China Data Centers Deleveraging and improved order visibility to support share price performance; Buy GDS/VNET 4 July 2025 | 8:20AM HKT We maintain our constructive view on the China data center sector, and reiterate our Buy ratings on GDS/VNET with our 12m target prices at US$37/HK$36 for GDS/9698.HK (20%/20% upside) and US$12 for VNET (69% upside), respectively. Share prices of GDS/VNET underperformed the market for three consecutive months from Mar to May amidst dilutive convertible note/equity financing ...

July 3, 2025 04:58 AM GMT Investor Presentation: China Datacenters | Asia Pacific Singapore Marketing Slides Greater China Telecoms Asia Pacific Industry View Attractive M Foundation Morgan Stanley Asia Limited+ Yang Liu Equity Analyst Yang.Liu@morganstanley.com +852 2239-1911 Tom Tang Equity Analyst Tom.Tang@morganstanley.com +852 3963-1860 Gary Yu Equity Analyst Gary.Yu@morganstanley.com +852 2848-6918 Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a res ...

ARE WE READY FOR AI AGENTS? Vol. 128 No. 4 • July/August 2025 America under surveillance A hydrogen economy in Africa Our electric future Display until September 2, 2025 Power POWER JA25-front_cover.indd 1 6/4/25 10:31 AM Navigate uncertainty. Fuel your strategy. Leave confident. For over 25 years, EmTech MIT has been the go-to business technology conference for executives looking to navigate the future, inspired by experts that only MIT can gather. For over 25 years, EmTech MIT has been the go-to business ...

Will AI Take Our Jobs? June 2025 Despite a rising wave of employee backlash, CEOs are under mounting pressure to deliver AI-driven business gains: 243 unique US stocks (ex-Software & Semis) have referenced AI agents in transcripts or filings a total of 478 times in 1H25. At the same time, AI mentions in Glassdoor reviews of US stocks are rising exponentially, and are increasingly negative. Overall and Senior Mgmt Glassdoor ratings have declined over the past 2 years for most sectors. CEOs are under signific ...

Elon Musk actually confirmed a clip from my interview with Dylan Patel where he says they've got like 200,000 GPUs already up and they purchased a new factory in Memphis and they're building out a new data center. There's the craziness they did with like mobile generators. Well, now they just bought a a power plant from overseas and are shipping it to the US because they couldn't get a power plant uh you know new one in time.So like this is going to power his next generation of supercomput powering X AI. ...

xAI gets permits for 15 natural gas generators at Memphis data center | TechCrunch https://t.co/sVGvu20nKt ...

Core Insights - IREN Limited has announced the purchase of 2,400 next-generation NVIDIA Blackwell B200 and B300 GPUs for approximately $130 million, fully funded from existing cash, while also exploring financing options for AI Cloud Services growth [1][2][4] - The new GPUs will be installed at IREN's Prince George, BC campus, increasing the total fleet to around 4,300 NVIDIA GPUs, with the capacity to host over 20,000 Blackwell GPUs due to 50MW of dedicated power [2][3] - The Blackwell architecture enhances performance and efficiency, positioning IREN as a leading cloud provider in a supply-constrained market, with rising demand from AI-native enterprises and cloud operators [3][4] Company Positioning - IREN's vertically integrated platform, supported by 2,910 MW of grid-connected power, allows for flexible, end-to-end solutions across the AI infrastructure stack, including powered shells and fully managed cloud services [4][9] - The investment in Blackwell GPUs is expected to yield attractive risk-adjusted returns and support ongoing discussions in IREN's AI Data Center business [4][5] - IREN operates in renewable-rich regions and focuses on high-performance computing solutions, including AI Cloud Services and Bitcoin mining, leveraging 100% renewable energy [9][10]

AMD's unit share dropped q/q in 1Q25, down 510bp q/q and 50bp y/y to 36.4%, while Intel regained unit share by 730bp q/q (+90bp y/y) to 47.0% and other Arm- based processor vendors' share went down 230bp q/q (-40bp y/y) to 16.6%. From a unit perspective, all regions saw y/y growth in 1Q: In 1Q25, USA was the best performing region with 67% y/y growth in shipment units. The US still accounts for most of the mix among aggregate ODM direct shipments at 74% (+5ppts q/q), followed by APxJC at 13%, Western Europe ...