You’re Not Imagining It: AI Is Already Taking Tech Jobs https://t.co/EC0M267rbz https://t.co/EC0M267rbz ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部 或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Lvji Technology Holdings Inc. 驢跡科技控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號︰1745） 自願公告 關於潛在業務發展 – 1 – 本公司謹此強調，截至本公告日期，有關潛在業務發展仍處於初步階段，有關合 作 細 節 及 最 終 商 業 模 式 尚 待 進 一 步 磋 商 及 落 實。本 公 司 亦 確 認，雙 方 並 未 就 有 關 潛 在 業 務 發 展 達 成 任 何 具 體 條 款 或 簽 署 最 終 協 議。本 公 司 將 根 據 香 港 聯 合 交 易所有限公司證券上市規則及其他適用法律法規之規定，於必要時再作公佈。 承董事會命 驢跡科技控股有限公司 主席兼執行董事 本 公 告 由 驢 跡 科 技 控 股 有 限 公 司（「本公司」，連 同 其 附 屬 公 司 統 稱「本集團」）自 願作出。 本 公 司 近 期 正 與 一 科 研 團 隊 進 行 ...

Mastercard denies pressuring game platforms, Valve tells a different story | TechCrunch https://t.co/UBwC5c3S5i ...

Core Viewpoint - The Nasdaq has been experiencing a continuous rally since April, driven by the increasing adoption of AI and robotics, leading to reduced hiring and a paradoxical rise in stock prices [2][3]. Group 1: Market Trends - The tech sector, particularly Nasdaq giants like Amazon and Microsoft, is seeing expanding profit margins despite workforce reductions due to AI [3][4]. - The trend of replacing human labor with AI tools is contributing to the overall market rally, with hiring numbers declining [2]. Group 2: Investment Opportunities - Covered call funds are highlighted as potential investment vehicles, offering payouts up to 11.2% while providing exposure to the tech sector [2][3]. - The Global X Nasdaq 100 Covered Call ETF (QYLD) generates income by writing covered calls on the Nasdaq-100 index, providing monthly payouts [5][6]. - The JPMorgan Nasdaq Equity Premium Income (JEPQ) employs a similar strategy but offers more flexibility in management and has a focus on mega-cap stocks [9][10]. - The Columbia Seligman Premium Technology Growth Fund (STK) is a closed-end fund that focuses on technology with a more concentrated portfolio and a growth-at-a-reasonable-price strategy [12][13]. Group 3: Fund Comparisons - QYLD is less volatile but sacrifices potential upside for stability and high income from options premiums [7]. - JEPQ, managed by experienced professionals, has shown better performance over time compared to QYLD due to its active management approach [11]. - STK, while more volatile than the Nasdaq, focuses on a narrower set of technology stocks and employs a flexible covered call strategy [14][15].

Tim Cook reportedly tells employees Apple 'must' win in AI | TechCrunch https://t.co/OOHhQ2mFsG ...

We’re all hearing that AI agents will enable AGI, but they can’t yet reliably perform even basic computer tasks. It turns out that getting AI to click, type, and scroll is more challenging than getting it to generate code. How can we build general-purpose agents that can do anything we can do on a computer? This is our goal at the Amazon AGI SF Lab. In this talk, I’ll propose a new approach to agents that we call Useful General Intelligence. After describing how we’re solving the biggest challenges in compu ...

AI Infrastructure Financing Trends - AI 基础设施建设已演变为一场信贷竞赛，市场规模巨大 [1][2] - 越来越多的公司尝试通过借贷为 AI 支出融资 [1] - AI 正在重塑科技公司借款、抵押和扩张的方式 [5] Companies & Financing Details - Coreweave 通过 GPU 支持的贷款（即使用其芯片作为抵押）以及高收益债券为数据中心增长提供资金，目前已承诺融资超过 170 亿美元，部分利率为两位数 [2] - XAI 在 7 月份筹集了 100 亿美元，其中一半是债务，并寻求再融资 120 亿美元以建设其 AI 基础设施，使用包括 Grock 模型 IP 在内的非常规抵押品 [3] - Meta 正在与 Apollo、KKR 等公司谈判一项 290 亿美元的私募信贷协议，表外融资使 Meta 能够大力投资 AI，同时保持信贷指标 [4] - OpenAI 的 Stargate 项目已获得超过 110 亿美元的德克萨斯州数据中心建设资金，并且正在转向私人贷款机构而不是传统市场（如银行） [4] Risks & Considerations - Coreweave 与 OpenAI 和 Microsoft 的长期合同提供了一些保障，但该公司正在竞相在债务到期前创造收入 [2] - 如果无法支付账单，最智能的聊天机器人也无关紧要 [5] - Meta 的表外融资虽然保持了信贷指标，但也降低了透明度 [4] - 融资条款可能比最佳模型更重要 [5]

Microsoft's Performance & Outlook - Microsoft's cloud performance was a significant beat, with Azure growth potentially reaching 40% in the near term [1][2] - Microsoft Copilot has surpassed 100 million users [1] - Microsoft's overall growth came in at 39% [1] - Microsoft is exposed to secular trends, making it a core holding for many investors [2] - Microsoft's CFO, Amy Hood, has regained her momentum, effectively managing margins [3] Meta's Performance & AI Focus - Meta's revenue was a key highlight, driven by its advertising business [3][6] - Meta's Reality Labs experienced $4.5 billion in losses, viewed as a long-term investment [4] - Mark Zuckerberg is prioritizing AI, assembling an all-star AI team [5] - Meta's accelerating growth and AI investments are fueling conviction in the AI super investment cycle [5][6] - Meta anticipates talent acquisition to be its second-largest expense after AI infrastructure [7] AI & Competitive Pressure - The industry believes 2025 is a critical year for AI, with continued bullish capital expenditure commentary into 2026 [9] - Apple faces increased pressure to demonstrate its AI strategy and capabilities [10]

Utilities are asking tech companies including Google, Microsoft and Amazon to pay more to connect their sprawling new data centers to the power grid. The tech companies are pushing back. https://t.co/7MLnU4CkXP ...

Core Viewpoint - The overall earnings performance of S&P 500 companies for Q2 shows continued strength and improvement, with a significant number of companies exceeding analysts' expectations and upward revisions for future projections [1]. Earnings Performance - Among the 198 S&P 500 companies that reported Q2 results, total earnings increased by 7.0% year-over-year, driven by a 5.5% rise in revenues [2]. - A notable 82.8% of these companies surpassed EPS estimates, while 79.8% exceeded revenue forecasts [2]. - The Q2 EPS beat rate of 82.8% is above the 20-quarter average of 80.1%, and the revenue beat rate of 79.8% exceeds the historical average of 69.0% [3]. Sector Analysis - **Finance Sector**: Companies representing 64.5% of the sector's market capitalization reported a 17.6% year-over-year increase in earnings and a 5.8% rise in revenues, with 90.0% beating EPS estimates and 76.0% exceeding revenue forecasts [5][6]. - **Technology Sector**: Companies accounting for 22.4% of the sector's market capitalization reported a 15.2% increase in earnings and a 10.6% rise in revenues, with 90.9% exceeding EPS estimates and 100% surpassing revenue expectations [7]. - **Consumer Discretionary Sector**: Q2 earnings are expected to increase by 109.7% with a 2.5% rise in revenues, while Q3 earnings are projected to grow by 1.1% year-over-year with a 2.1% increase in revenues [8]. - **Aerospace Sector**: Q2 earnings are expected to rise by 24.8% with an 11.5% increase in revenues, and Q3 earnings are projected to surge by 250.9% year-over-year with a 9.9% rise in revenues [9].