各种底部的票 大的 小的 机器人 ，自研芯片，创新药，大块头注入新逻辑，各种 抓流动性，散打。 又进入去年11-12月的熟悉模式！ 最近我们在做几个专题。 ai算力 最近海内外都没新高了，资金松动之后，就开始散打了。 每次tesla开始涨，我就懂了！ 进入散打时间 ...

记者丨 彭新 编辑丨包芳鸣 朱益民 视频丨 杨浩凯 腾讯正将其AI能力全面开放，并视之为驱动产业效率变革的核心引擎。 9月16日，在深圳举行的2025年腾讯全球数字生态大会上，腾讯公布多项AI技术与产品进展，宣布开放腾讯AI落地能 力及优势场景。 2025年腾讯全球数字生态大会 本报记者 彭新/摄 腾讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生表示，"向智能化要产业效率，向全球化要收入规模"正成 为企业增长的两大核心动力。腾讯将打造"智能化"与"全球化"两大效率引擎，帮助企业在成本上升、利润承压背景 下，从规模扩张转向效率比拼。 通过开放技术沉淀与实践经验，腾讯云希望把AI能力从内部业务"基因"扩展为外部赋能工具，助力企业实现效率提升 与业务增长。在腾讯全球数字生态大会上， 腾讯同时宣布其异构计算平台已适配主流国产芯片，并以软硬件协同的全 栈优化，整合不同类型芯片，对外提供高性价比AI算力，以缓解业界关注的算力供应压力。 在大会期间的媒体交流会上，汤道生表示， 腾讯的确在跟多家国产芯片厂商在合作适配。因为模型的参数不同，在不 同的场景需要芯片配置都不一样，因此腾讯也会持续和多家厂商合作，目前，腾讯聚焦 ...

The S&P 500 Index ($SPX) (SPY) today is down -0.15%, the Dow Jones Industrials Index ($DOWI) (DIA) is down -0.36%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.10%.  September E-mini S&P futures (ESU25) are down -0.23%, and September E-mini Nasdaq futures (NQU25) are down -0.16%. Stock indexes gave up early gains today and turned lower as the 2-day FOMC meeting began.  The markets are expecting that the Fed will cut interest rates at Wednesday’s conclusion of the 2-day FOMC meeting.  However, the S&P 5 ...

SANTA CLARA, Calif., Sept. 16, 2025 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. (“Silvaco”) (NASDAQ: SVCO), a provider of TCAD, EDA software, and SIP solutions that enable semiconductor design and digital twin modeling through AI software and innovation, today announced that Analog Power Conversion LLC, a leader in advanced power semiconductor technology, has adopted Silvaco’s comprehensive suite of TCAD and EDA tools for their Design Technology Co-Optimization (DTCO) flow. This strategic initiative enables Ana ...

Private equity firm Wise Road Capital shortlists bidders for the potential sale of semiconductor assembly and testing company UTAC https://t.co/fl5VlRzs7S ...

智通财经APP获悉，华西证券发布研报称，主控SOC作为AI眼镜的核心物料，BOM占比超30%，成为AI 智能眼镜实现差异化的核心关键。而高性能的ISP是决定AI眼镜成像质量的关键环节;AI赋能ISP助力画 质升级，能够根据实时场景、拍摄的物体、用户的偏好来自适应地来优化各种参数，带来全新的视觉效 果。高通骁龙AR1 GEN1成为AI智能眼镜主流选择，但国产芯片众多产品涌现并积极进行产品迭代升级 丰富市场。 AI赋能ISP助力画质升级，重新定义"看的清"。AIISP是通过将训练过的AI算法模型、专用的NPU/IPU加 速单元和图像信号处理器融合，不仅支持AI降噪、HDR增强、色彩矫正、提升逆光/暗光表现，并能够 根据实时场景、拍摄的物体、用户的偏好来自适应地来优化各种参数，带来全新的视觉效果。 高通骁龙AR1 GEN1成为AI智能眼镜主流选择 高通打造AI眼镜系列SOC产品线。2023年9月，高通推出首款专为轻量级智能眼镜而打造的AR1 GEN1 平台。高通AR1Gen1采用4nm/6nm制程，集成多核CPU、GPU、Hexagon NPU等模块，支持复杂AI任务 及手机级影像功能，在Ray-Ban、雷鸟V3等 ...

V i e w p o i n t | 14 Sep 2025 19:15:46 ET │ 12 pages China Networking Key Takeaways from CIOE Tour: Scale-Up/OCS/CPC, 3.2T/6.4T/12.8T Roadmap, Higher Attach Rate? Buy Innolight/Eoptolink CITI'S TAKE We visited several networking-related/transceiver companies like Innolight, YJ Semi, HG Tech, etc. Key topics: 1) Industry discussion over OCS, scale-up market opportunity (LPO/CPO for scale-up) around transceiver names; its mass adoption could take place faster than those of CPO for scale-out, – we think Inno ...

Japanese stocks rose for a fourth day, buoyed by the solid performance of US shares when the Tokyo market was closed Monday, particularly in semiconductor and technology stocks. https://t.co/Ypjy8dbmhA ...

Intel shares advanced Monday when the struggling semiconductor manufacturer announced that it was lowering its outlook for full-year costs following the sale of a majority stake in its Altera programmable chip business. https://t.co/z4hc32mI82 ...

Futures have gained the most this year since the pandemic, driven by uncertainty and silver's essential role as a material used by the semiconductor industry. ...