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科创板人工智能ETF(588930)涨超1%,复旦微电涨超4%,机构:AI应用迎发展机遇
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-17 02:03
Group 1 - A-shares opened lower on November 17, with the Sci-Tech Innovation Board AI ETF (588930) showing strength, rising 1.19% and exceeding a trading volume of 13 million yuan [1] - The Sci-Tech Innovation Board AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index (950180.CSI), which selects 30 large-cap companies involved in providing resources, technology, and application support for AI [1] - Zhejiang Province has achieved a "grand slam" in five lists of private economy for two consecutive years, focusing on stimulating private investment and lowering barriers for participation in sectors like new energy, AI, and urban renewal [1] Group 2 - Major domestic companies are accelerating the application of AI, with Alibaba advancing the "Qianwen" project, Tencent planning to launch an AI assistant in WeChat, and ByteDance releasing the Doubao programming model [2] - There is a recommendation to focus on the progress of AI applications and to explore related investment opportunities [2]
灵宇宙获2亿新融资,要做AI世界操作系统
暗涌Waves· 2025-11-17 01:51
「 一次跃升。 」 文 | 任倩 编辑 | 陈之琰 「暗涌Waves」获悉,灵宇宙近日完成2亿元PreA轮融资,由上海国际集团旗下国方创新、国泰海通、广发信德、滴滴出行、拉卡拉 旗下考拉基金、润建股份等金融机构和上市公司参投,老股东超额追投。 灵宇宙是一家人机交互智能科技公司,其创始人顾嘉唯在创投圈早已为人所熟知。顾嘉唯本科毕业于同济大学,后被保送清华大学 读研,2010年毕业进入微软亚洲研究院,又在2014年加入百度深度学习研究院担任人机交互负责人。当年28岁的他是百度"少帅计 划"第一批AI人才,主导了BaiduEye、DuBike、DuLight等前沿AI产品研发。 2016年离开百度后,顾嘉唯一边在A股上市公司进行机器人产业布局,一边创办物灵科技。物灵科技因AI伴读机器人Luka卢卡走 红,在移动工具出海如火如荼的年份里,Luka却成为较早一波出海的消费级智能硬件。目前Luka在全球18个国家售出近千万台。 成立半年时,灵宇宙连融三轮,股东包括三七互娱、学大教育、商汤科技、耀途资本、线性资本、清华SEE资本、银杏谷资本等, 覆盖大模型、半导体、教育、娱乐等领域 。 2025年推出第一款产品随身AI终端 ...
早报|曝iPhone换代周期大改:或一年发布 6 款新机/雷军连发多条微博回应质疑/Android 微信更新聊天备份至 U 盘
Sou Hu Cai Jing· 2025-11-17 01:50
Group 1: Apple iPhone Release Cycle Changes - Apple is set to change its iPhone release cycle, potentially launching 5-6 new models each year starting in 2026 [5][6] - The new cycle includes the release of iPhone 18 Pro/Pro Max and a new foldable product in 2026, followed by iPhone 18/18e and a special edition in 2027 [5][6] - The decision aims to alleviate pressure on marketing and engineering teams and improve revenue distribution throughout the year [6] Group 2: Apple CEO Succession Plan - Apple is accelerating its CEO succession plan, with Tim Cook expected to step down in early 2026 [9][10] - The board is discussing a smooth transition without affecting product release schedules, with John Ternus seen as a potential successor [10] - The succession plan is based on long-term strategy rather than current performance, with changes expected to be announced after the January 2026 earnings report [10] Group 3: Huawei AI Breakthrough - Huawei plans to unveil a breakthrough technology in AI on November 21, aimed at improving the efficiency of computing resource utilization from an industry average of 30-40% to 70% [8] Group 4: Xiaomi's Automotive Safety Focus - Xiaomi's CEO Lei Jun emphasized the importance of safety in the design of the new SU7 vehicle, stating that safety is a fundamental principle [17][18] - The SU7 features a steel-aluminum hybrid body with over 90% high-strength steel and aluminum, and advanced battery safety measures [18] Group 5: Zero Run Automotive Sales Achievement - Zero Run has achieved its sales target for 2025, reaching 500,000 vehicles 45 days ahead of schedule [21][23] - The company aims to double its sales target to 1 million vehicles in the following year [23] Group 6: WeChat Update for Android - WeChat has updated its chat backup feature, allowing users to save data directly to external storage devices like USB drives [29][30] - The update supports manual backup path selection and automatic backups every 24 hours [31] Group 7: Meta's AI Performance Evaluation - Meta will introduce "AI-driven impact" as a core metric in employee performance evaluations starting in 2026 [33][34] - This shift aims to foster an "AI-native culture" within the company, rewarding significant AI contributions [34] Group 8: 6G Development in Beijing - Beijing has announced significant advancements in 6G technology, including prototypes and systems aimed at enhancing communication capabilities [12][13] - The developments include a 256TR U6G base station prototype achieving a peak user downlink of 20Gbps [12]
外国投资者买入中国股票的力度升至四年来新高
Huan Qiu Wang· 2025-11-17 01:47
《金融时报》近日发文称,根据全球银行业的行业组织国际金融协会(Institute of International Finance)的数据,今年1月 至10月流入中国股票的离岸资金总计506亿美元,高于2024年的114亿美元。 【环球网财经综合报道】Wind最新数据显示,2025年以来,中国ETF市场年度发行数量首次突破300只整数关口,达 到320只,新成立ETF基金发行规模达2496.77亿元。 与此同时,外国对中国股票的买入力度升至四年来新高,显示全球投资者正在重新评估A股资产。 报道还提到,今年,在内地和香港上市的中资股票大幅走高,主要是受深度求索(DeepSeek)发布突破性模型后激发的 人工智能热潮,以及亚洲金融中心强劲的上市潮所推动。 ...
全运会丨通讯:42.195公里,见深港情长
Xin Hua She· 2025-11-17 01:42
新华社深圳11月16日电 通讯:42.195公里,见深港情长 新华社记者 深圳湾大桥横卧伶仃洋,北达深圳,南连香港。 平日里,桥上车辆往来过关、川流不息。不过在15日凌晨2点至上午11点间,车辆暂停通行。华夏大地 上"最能跑"的71个人,双脚跑过闸口,换了种方式跨越这片海。 当日,全运会历史上首次跨境马拉松在此上演。这绝不仅仅是一场长跑。 长跑,长情 42.195公里,对绝大多数人来说,这都是难以用脚步丈量的距离。 2小时12分07秒,全国男子马拉松纪录保持者何杰率先撞开终点线,如愿加冕。 深圳湾大桥(无人机照片)。新华社记者 毛思倩 摄 为了跑好这条长长的赛道,这一年,何杰在肯尼亚高原跑了足有2000多公里。汗与泪汇成一句话:"我 一周要跑3个马拉松,就为了这场比赛!" 年近七旬的刘宝山从50公里外赶来,一路小跑到观赛区,只为见证这一刻。眼前这个黢黑的小伙,是他 的偶像。 七年前,刘宝山成为"跑马"爱好者,在他看来,深港多年来的交流与发展,正如一场长跑。 40多年前,就在距赛道起点不过5公里的深圳南头半岛东侧,蛇口炸响了改革开放的"开山第一炮"。 1980年8月,深圳特区设立。那一年,24岁的刘宝山从部队转 ...
马斯克盼擎天柱惠医疗,王兴兴看机器人十年蜕变!
Mei Ri Jing Ji Xin Wen· 2025-11-17 01:31
【市场复盘】 上周五(11月14日),科创人工智能ETF华夏(589010)全天呈现震荡下行格局,分时价格自开盘后持续弱 于分时均线,尾盘跌幅收于-2.59%,走势整体偏弱。持仓股结构方面,成分股明显跌多涨少,仅有少数 个股微幅上涨,超过八成持仓承压,下跌梯队中多只出现4%–6%的中度调整,显示AI产业链内部普遍 承压。盘中交投维持正常活跃度,买卖双方换手充分,但并无明显主动性放大迹象。机器人 ETF(562500)收跌1.33%至0.964元,日内整体呈现弱势震荡下行格局,分时价格持续运行在分时均线下 方,午后出现加速回落,技术面表现偏弱。持仓股结构上,涨少跌多,16只上涨、57只下跌,板块内部 呈现明显分化,海目星、宏英智能(001266)等少数个股录得显著上行,但多数持仓股维持回调态势。 流动性方面,交投仍保持较高活跃度,整体换手较为平稳。 【热点要闻】 1.一位网友在X上分享马斯克最近接受罗恩.巴伦采访的视频片段。马斯克在采访中表示,未来擎天柱机 器人将能够为所有人提供最优质的医疗服务。 2.2025人工智能+大会上,宇树科技创始人兼首席执行官王兴兴分享中指出,"如果说过去十年是'萌芽 与探索',那么 ...
毕业生提前规划、新兴产业强势“抢人”……今年秋招,供需两端“双向奔赴”
Da Zhong Ri Bao· 2025-11-17 01:09
毕业生提前规划、新兴产业强势"抢人"……今年秋招,供需两端"双向奔赴" 三份简历投出差异化机会 近日,"职引未来 就选山东"秋季就业双选会在齐鲁工业大学(山东省科学院)举行。双选会上午9 点开始,直到11点仍有同学在会场外排队进入。"这是学校今年首次举行的大型综合性双选会,我们宿 舍6个人都来了,看看就业市场是啥情况。"会场外,一名电子信息工程专业的2026届本科毕业生说。 校园招聘会是高校毕业生直面职场的第一站,也是展现人岗供需关系的最前沿。眼下,面向2026届 高校毕业生的"秋招"正在山东如火如荼地进行。2026届高校毕业生如何看待"秋招"?产业结构调整对就 业岗位供给影响如何?高校毕业生应如何做好就业准备?带着这些问题,记者走进招聘会现场、高校就 业指导中心,对相关情况进行了采访。 就业态度更积极主动 手拿多份简历,绕着会场边走边看,遇到不同类型的企业就投递不同模板的简历……在齐鲁工业大 学(山东省科学院)秋季就业双选会现场,计算机专业2026届硕士毕业生李传祥有备而来。"我的目标 很明确,考公与秋招'两手抓'。"李传祥说,为了全面展现自己的职业能力,他特意选了三个能力侧重 点,做了三份内容不同的简历, ...
国常会:增强消费品供需适配性;宇树科技IPO辅导完成丨盘前情报
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-17 01:00
打开百度APP畅享高清图片 上周A股 过去一周(11月10日—11月14日),A股三大指数集体下跌。截至11月14日收盘,上证指数报3990.49 点,周跌0.18%;深成指报13216.03点,周跌1.40%;创业板指报3111.51点,周跌3.01%。 具体来看,超56%的个股周内实现上涨,170股周涨超15%,23股周跌超15%。按照申万一级行业分类, 纺织服饰、商贸零售、美容护理、生物医药、食品饮料等板块上涨,通信、电子、计算机、机械设备、 国防军工等多个板块下跌。 | 名称 | 最新点位 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 3990 49 | -7 07 (-0.18%) | | 深证指数 | 13216.03 | -188.03(-1.4%) | | 创业板指 | 3111.51 | -96.7 (-3.01%) | | | 日期:11月10日-11月14日 制图:21投资通 | | 隔夜外盘 纽约股市三大股指11月14日涨跌不一。截至11月14日收盘,道琼斯工业平均指数比前一交易日下跌 309.74点,收于47147.48点,跌幅为0.65%;标准普尔500 ...
马斯克最新专访:明年Q1发Grok 5,亲自主抓A15芯片,考虑自建晶圆厂
3 6 Ke· 2025-11-17 00:56
Group 1: Optimus Robot Production and Cost - The company aims to achieve stable production of 1 million units of the Optimus robot annually, with material and labor costs potentially reduced to $20,000 to $30,000 after reaching this production level [1][2][3] - The production process for robots is expected to be simpler than that of cars, allowing for precise cost management with suppliers [3] Group 2: Hand Design and Functionality - The Optimus robot's hand design includes approximately 50 actuators, which are essential for achieving human-like dexterity and precision in tasks [4][5] - The goal is to enable the robot to perform complex medical procedures, potentially providing top-tier surgical services to everyone [5][6] Group 3: Neuralink and Optimus Integration - Neuralink has successfully implanted devices in over 10 paralyzed patients, allowing them to communicate in real-time [6][7] - The integration of Neuralink with Optimus could enable individuals to regain mobility and perform tasks at superhuman speeds, with costs estimated around $60,000 [7] Group 4: AI Developments and Grok 5 - The company plans to release Grok 5 in Q1 2026, featuring 6 trillion parameters and a 10% probability of achieving artificial general intelligence (AGI) [1][2][16] - Grok 5 will be a multimodal AI capable of processing text, images, video, and audio, significantly enhancing its functionality [18] Group 5: Chip Manufacturing and Future Plans - The company is considering building its own large-scale wafer fabrication plant to meet the demand for AI chips, aiming for completion within 1-2 years [1][25] - The AI5 chip is expected to outperform Nvidia's offerings by 2-3 times while being significantly cheaper, playing a crucial role in the company's future endeavors [24][25] Group 6: Tesla's Manufacturing Efficiency - The company is working towards reducing the production cycle time for vehicles to as low as 5 seconds, which would dramatically increase output [21][22] - The focus on improving factory efficiency and reducing logistics paths is seen as a key differentiator from traditional automotive manufacturers [23] Group 7: Vision for Humanity and Space Exploration - The company emphasizes the importance of expanding human consciousness and exploring the universe, aiming to ensure the survival and prosperity of civilization [2][20][27] - The long-term vision includes using AI and robotics to create a world of abundance, where material needs are met sustainably [5][27]
港股科技企业亮相高交会AI和机器人落地“踩下油门”|聚焦第二十七届高交会
Zheng Quan Shi Bao· 2025-11-17 00:55
Core Insights - The 27th China International High-Tech Achievements Fair (CIHTAF) showcased advancements in AI and robotics, highlighting the increasing attractiveness of the Hong Kong stock market for high-tech companies [1][4] - Companies like Tencent and SUTENG demonstrated their innovative products, indicating a shift towards practical applications of AI and robotics in various industries [2][3] Group 1: Industry Trends - The presence of AI and robotics companies at CIHTAF reflects a growing trend of these sectors seeking capital and market recognition in Hong Kong [1][4] - The Hong Kong stock market is becoming a hub for technology firms due to its high internationalization, flexible listing rules, and connectivity with mainland capital markets [4] Group 2: Company Developments - Tencent Cloud showcased its digital transformation solutions across over 30 industries, with more than 400 products available [2] - SUTENG launched its high-precision long-range digital lidar, Fairy, which enhances environmental perception for robots and autonomous vehicles [2] - The X3 unmanned logistics vehicle, equipped with the Fairy lidar, is designed for urban last-mile delivery and has already achieved commercial deployment [2] Group 3: Product Innovations - The CIHTAF featured robots with practical applications, such as the coffee-making robot from YUEJIANG, which can produce a cup of coffee in 45 seconds and has operated without failure for 500,000 cups [3] - UBTECH presented various AI+robotics solutions, including educational robots and commercial service robots, emphasizing the need for real-world data accumulation for effective deployment [3]