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钱、资源、工厂,深圳“草根”创业攻略
3 6 Ke· 2026-02-11 08:09
在深圳,一个没有大厂背景的普通创业者,仅靠一个想法,就能快速完成融资、产品测试、量产、产品 上市等多个环节。深圳让创业变得更容易,但也让成功变得更难 2025年大年初一,一条消息在深圳政商界传开:某省领导发问——"创新之都不是深圳吗?" 彼时,杭州靠着以DeepSeek、宇树科技为代表的"六小龙"企业集群,以硬科技新形象强势崛起,被称 为"创新之都"。深圳感受到了危机。 接近政府人士称,整个春节假期,深圳市区两级政府取消休假,紧急部署创新创业企业服务行动——一 场关乎城市创新地位的"保卫战",就此打响。 汪海帆(化名)的AI初创公司,是这场"保卫战"的亲历者。公司估值突破20亿元后,人员扩充,他们计 划搬去更大的办公区。南山区街道办工作人员立刻上门关心:"是不是对我们的服务不满意?要不要协 调免租场地?需要帮忙融资吗?" 汪海帆哭笑不得:"我们只是搬到对面写字楼,不是要离开南山。" 他几乎每周都要接待一波"客人":远的有杭州、苏州、常州的招商团队,近的有东莞、惠州的园区负责 人。他们开出的条件一个比一个优厚:亿元级落地奖励、税收返还,甚至承诺代建工厂。 "说不心动是假的。"汪海帆坦言,"但我离不开这里。" 他 ...
Zebra Technologies to Present at the Citi Global Industrial Tech & Mobility Conference
Businesswire· 2026-02-10 15:00
Zebra Technologies to Present at the Citi Global Industrial Tech & Mobility ConferenceFeb 10, 2026 10:00 AM Eastern Standard Time# Zebra Technologies to Present at the Citi Global Industrial Tech & Mobility ConferenceShare---LINCOLNSHIRE, Ill.--([BUSINESS WIRE])-- [Zebra Technologies Corporation] (NASDAQ: ZBRA), a global leader in digitizing and automating workflows to deliver intelligent operations, today announced that the company will present at the Citi Global Industrial Tech & Mobility Conference in Mi ...
Woods: "When We Talk Rotation, It's Healthy"
Youtube· 2026-02-10 13:59
Joining me now here at the death at the New York Stock Exchange, Jay Woods, chief global strategist, Freedom Capital Markets. So Jay, one of the things you've been paying attention to is the leadership rotation. What does that tell us about where things stand in terms of this bull run we've been paying attention to.>> Yeah, it's healthy, but it's not going to really take us to the heights that we were hoping for. When you look at the headlines, what are making headlines. It's always those Max 7 names, alway ...
存储超级周期下的关键答卷 联想集团Q3财报成全球硬件行业试金石
Ge Long Hui· 2026-02-10 01:42
因此,其PC相关业务的利润表现最值得市场关注。据联想集团Q2财报显示,其包含个人电脑及其相关 业务在内的智能设备业务集团(IDG)的运营利润率为7.3%,本季度能否延续这一表现备受市场关注。联 想能否通过独特的库存策略抵消成本增量,成为Q3利润端的最大看点。 全球存储芯片行业正迎来前所未有的"超级周期"。AI基础设施需求爆发引发的存储产能"虹吸效应", DRAM、NAND、HBM(高带宽内存)等核心品类价格飙升。因此,终端设备与基础设施厂商的利润成为 资本市场最为关注的焦点。 本周四(2月12日),全球最大的个人电脑制造商联想集团(0992.HK)将公布其2025/26财年第三财季(即 2025年第四季度)财报。在被业界称为"存储大爆发"的全球半导体超级周期背景下,这份财报被认为是 资本市场衡量终端设备商与基础设施厂商抵御成本冲击能力的最关键风向标。 分析师指出,联想此次业绩披露不仅关乎其自身的利润水平,更将揭示在全球存储芯片价格非线性飙升 的极端环境下,头部硬件巨头能否利用规模优势和库存策略跨越这一行业周期。 根据彭博社预期,联想集团Q3营收预计将达到约207.6亿美元,较去年同期的188亿美元增长约10. ...
1899 万、政务大模型大单
Xin Lang Cai Jing· 2026-02-06 11:20
2026 年 2 月 5 日,上海市普陀区城市运行管理中心(上海市普陀区城市网格化综合管理中心、上海市 普陀区政务服务中心、上海市普陀区大数据中心)发布《普陀区政务大模型综合管理服务平台建设项 目》招标公告,预算 18990000 元。 采购需求: 标项一:普陀区政务大模型综合管理服务平台建设项目(软件) 数量:2 预算金额:5730000.00 元 简要规格描述或项目基本概况介绍、用途: 1)应用软件开发,含政务大模型能力服务平台、政务大模型网关服务平台、政务大模型文件标引标注 服务平台、区政务大模型技术服务总门户、通用智能体应用开发; 2)产品软件;具体详见《采购需求》。投标人可以参加其中任何一个或多个包的投标,可兼投兼中。 标项二:普陀区政务大模型综合管理服务平台建设项目(硬件) 数量:2 预算金额:13260000.00 元 简要规格描述或项目基本概况介绍、用途:包括 AI 服务器及交换机设备采购及安装工作;具体详见 《采购需求》。投标人可以参加其中任何一个或多个包的投标,可兼投兼中。 云头条声明:如以上内容有误或侵犯到你公司、机构、单位或个人权益,请联系我们说明理由,我们会 配合,无条件删除处理。 ...
Software Stocks Slide for Second Day
Youtube· 2026-02-04 19:51
Core Viewpoint - The introduction of a new AI automation tool by Anthropic has triggered a significant sell-off in software stocks, leading to a substantial decline in the Goldman Sachs software index, with approximately $2 trillion wiped off since its peak [1]. Group 1: Market Reaction - The sell-off in software stocks has been extensive and is now affecting hardware stocks as well, with notable declines in companies like NVIDIA and Google, while Microsoft has shown a slight rebound [3]. - The negative sentiment surrounding software stocks has become a global phenomenon, indicating a broad market reaction to the current state of the software industry [2]. Group 2: Investor Sentiment - Some investors are beginning to consider this sell-off as a potential buying opportunity, suggesting that a rally could occur if software stocks decline too much, as many are currently in oversold territory [4]. - There is a growing discussion among investors about whether it is wise to attempt to "catch a falling knife" in the current market environment [4].
Second Generation Square Register Delivers More Speed, Power, and Reliability to the Neighborhood
Businesswire· 2026-02-04 18:00
Second Generation Square Register Delivers More Speed, Power, and Reliability to the NeighborhoodFeb 4, 2026 1:00 PM Eastern Standard Time# Second Generation Square Register Delivers More Speed, Power, and Reliability to the NeighborhoodShare---Design improvements and a big under-the-hood upgrade make Square's professional-grade point-of-sale system more durable and 40% faster for lightning quick checkouts and increased responsivenessSquare Register (Second Generation) (Photo: Square)DISTRIBUTED-WORK- MODEL ...
Morning Bid: AI scatters the tech herd
Yahoo Finance· 2026-02-04 11:34
Group 1 - The recent selloff in global software stocks was triggered by the launch of a new AI "agent" by Anthropic, which surprised investors and highlighted the market's increasing discrimination between AI winners and losers [3] - Walmart became the first retailer to surpass a market valuation of $1 trillion, with its shares rising nearly 26% over the past year, positioning it among tech giants [2] - Novo Nordisk's shares fell almost 20% after the company warned about its profit outlook for the year due to intense competition in the weight-loss drug market [5] Group 2 - Major Wall Street indexes experienced a decline of about 1%, with Nasdaq futures remaining negative, indicating a broader market concern [4] - The ISM manufacturing index showed a sharp increase, suggesting signs of accelerating economic activity, alongside brisk business loan growth reported by the Fed [5] - Upcoming reports include ISM's service sector data and ADP's private sector jobs report, which are anticipated to provide further insights into the economic landscape [6]
Cognizant Reports Fourth Quarter and Full-Year 2025 Results
Prnewswire· 2026-02-04 11:30
across key sectors including Financial Services, Healthcare and Life Sciences, Retail, and Manufacturing. The partnership will embed agentic AI and Copilot powered by Work IQ, Foundry IQ and Fabric IQ capabilities into mission-critical workflows. This partnership also expands on the Cognizant Neuro® AI Suite of offerings Cognizant is bringing to the market which leverage Microsoft cloud and AI services.- Adopted Anthropic's Claude, one of the world's most powerful family of large language models (LLMs), to ...
Don't Go 'Bottom-Fishing' for Stocks, Harvey Says
Youtube· 2026-02-03 15:27
So what do you do in the meantime during this financial eternity where suddenly there's a question about whether Main Street gets some of the stimulus. And frankly, Wall Street is struggling with questions around artificial intelligence. So not to be too wonky, but one of the things we say we want you to go up in quality.So higher quality companies, good balance sheets, good stewards of capital. In addition to that, we don't think it's the time to go bottom fishing, Right. The chart can't look bad.Sure, it ...