机器之心报道 机器之心编辑部 今年 2 月，月之暗面提出了一种名为 MoBA 的注意力机制，即 Mixture of Block Attention，可以直译为「块注意力混合」。 据介绍，MoBA 是「一种将混合专家（MoE）原理应用于注意力机制的创新方法。」该方法遵循「更少结构」原则，并不会引入预定义的偏见，而是让模型自主 决定关注哪些位置。 MoBA 在处理长上下文时表现出极强的潜力，它允许 Query 只稀疏地关注少量 Key-Value 块，从而大幅降低计算成本。 然而，目前业界对 MoBA 性能背后的设计原则仍缺乏深入理解，同时也缺少高效的 GPU 实现，这限制了其实际应用。 在这篇论文中，来自 MIT、NVIDIA 机构的研究者首先建立了一个统计模型，用于分析 MoBA 的内部机制。模型显示，其性能关键取决于路由器是否能够基于 Query-Key 的相似度，准确区分相关块与无关块。研究者进一步推导出一个信噪比，将架构参数与检索准确率建立起形式化联系。 基于这一分析，本文识别出两条主要的改进路径：一是采用更小的块大小，二是在 Key 上应用短卷积，使语义相关信号在块内聚集，从而提升路由准确性。 然而 ...

转自：新华财经 新华财经北京11月18日电（王媛媛）市场早盘低开后低位震荡。截至午间收盘，沪指报3949.83点，跌 0.56%，成交5175亿元；深证成指报13145点，跌0.43%，成交7649亿元；创业板指报3091.87点，跌 0.43%，成交3383亿元。 板块方面，AI应用、半导体等板块涨幅居前，煤炭、电池、钢铁等板块跌幅居前。 盘面热点 盘面上，AI应用概念大涨，榕基软件、浪潮软件2连板，宣亚国际等10余股涨停。半导体概念表现活 跃，同益股份20cm涨停，龙迅股份涨停。机器人概念股局部走强，首开股份5天3板。 下跌方面，福建、锂电池等热门板块集体下挫。其中福建板块重挫，福建金森、福建水泥等多股跌停。 锂电池板块震荡走弱，石大胜华跌停。 机构观点 瑞银：瑞银投资银行中国股票策略研究主管王宗豪在2026年展望报告中指出，预计中国股市将迎来又一 个丰年，因包括创新领域发展等许多有利的驱动因素将继续支撑市场。MSCI中国指数明年末目标位为 100，较当前有14%的上涨空间。王宗豪称，创新领域的发展、对民企和资本市场的支持政策、财政持 续扩张及在宽松的货币政策下流动性充足，以及国内外机构投资者的潜在资金流 ...

11月18日，江波龙跌5.22%，截至发稿，报272.72元/股，成交13.37亿元，换手率1.75%，总市值1143.09 亿元。 资料显示，深圳市江波龙电子股份有限公司位于深圳市前海深港合作区南山街道听海大道5059号鸿荣源 前海金融中心二期B座2001、2201、2301,中国香港新界沙田安睦街28号永得利中心7楼B室，成立日期 1999年4月27日，上市日期2022年8月5日，公司主营业务涉及半导体存储应用产品的研发、设计与销 售。主营业务收入构成为：存储产品及相关99.99%，其他(补充)0.01%。 从基金十大重仓股角度 数据显示，国融基金旗下1只基金重仓江波龙。国融融盛龙头严选混合A（006718）三季度持有股数 14.85万股，占基金净值比例为3.86%，位居第九大重仓股。根据测算，今日浮亏损失约222.9万元。 国融融盛龙头严选混合A（006718）成立日期2019年5月29日，最新规模1.33亿。今年以来收益 13.48%，同类排名5290/8140；近一年收益8.84%，同类排名5992/8057；成立以来收益117.5%。 国融融盛龙头严选混合A（006718）基金经理为周德生。 截至 ...

The US Federal Trade Commission has ended its review of SoftBank Group Corp.’s acquisition of semiconductor designer Ampere Computing LLC, removing an obstacle to the $6.5 billion deal. https://t.co/BgeUirJTAC ...

Tesla - Tesla received a price target increase from Stifel to $58, up from $4.83, while maintaining a buy rating due to improved performance of its full self-driving driver assistance product [2] - Elon Musk suggested that Tesla may build its own factory for AI computing chips, citing concerns over the semiconductor industry's ability to meet quality and speed demands for his AI vision [3] - Tesla is reportedly working to decouple its US supply chain from China, instructing suppliers to eliminate all China-made components from parts destined for US factories, with a goal to switch to non-Chinese sources within two years [4] Bitcoin - Bitcoin prices have fallen nearly 30% from early October highs, currently trading in the $91,000 range, with Michael Saylor viewing this as a buying opportunity [5][6] - Strategy disclosed a purchase of over $835 million in Bitcoin in the week ending Sunday, marking its largest acquisition since July, bringing total holdings to just under 650,000 tokens, valued at approximately $61.7 billion [5][6] Palo Alto Networks - Palo Alto Networks experienced a slight decline of about 1% ahead of its earnings report, with analysts boosting price targets to $230 from $225, maintaining an outperform rating [6][7] - Analysts expect strong performance in subscription growth, product revenue growth, and margin expansion, despite negative sentiment surrounding the stock [8] Home Depot - Home Depot is set to report earnings with EPS expected at approximately $3.81 on revenue of just under $41 billion, and comparable store sales anticipated to rise by about 1.5% [10] - The company previously announced price increases in certain categories to offset tariff impacts, and investor focus will be on customer responses and updates on its pro business segment [10][11] Baidu - Baidu, referred to as China's Google, will have its ad business closely scrutinized as it faces pressure from a challenging economic environment and local competition from Chinese video platforms [12][13] - Investors will also focus on Baidu's non-marketing revenue, particularly its cloud business and autonomous driving initiatives [13] Microsoft - Microsoft is expected to provide updates on its AI progress during the Ignite event, amid volatility in big-cap tech stocks related to AI valuations and spending plans [14]

Semtech (SMTC) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended October 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on November 24, might help the stock move higher if these key numbers are better than expectat ...

Group 1: Investment Positions - Situational Awareness LP disclosed a $563 million position in CoreWeave, a $362 million position in Core Scientific, and a $338 million position in IREN as of September 30 [1] - The firm exited its position in Cipher Mining and added positions in Bitcoin miners Hut 8, Riot, Bitfarms, Galaxy Digital, and Bitdeer [2] - The fund trimmed its position in Applied Digital [2] Group 2: Options and Predictions - Situational Awareness expanded its call option position in Intel from $459 million to $678 million [3] - The fund reported $76 million in Broadcom put options [3] - Aschenbrenner predicts recursively self-improving AI systems and AGI by 2027, with data centers potentially requiring trillion-dollar investments by the end of the decade [4] Group 3: Industry Insights - AI data centers are expected to consume 20% of U.S. electricity demand by 2030 [4] - Daniel Reeves supports Aschenbrenner's predictions, noting that the $500 billion stargate project could represent half of the anticipated AI data center investment [5] - Hyperscaler capital expenditures are projected to rise from $239 billion in 2024 to $368 billion, with further growth to $432 billion in 2026 [5]

Core Insights - Applied Materials, Inc. will have Brice Hill, Senior Vice President and CFO, participate in a fireside chat at the UBS Global Technology and AI Conference on December 2, 2025 [1] - A live audio webcast of the session will be available on the Applied Materials website, with a replay accessible the same day [1] Company Overview - Applied Materials, Inc. is a leader in materials engineering solutions, essential for semiconductor and advanced display technologies [2] - The company's technology is crucial for advancing AI and the commercialization of next-generation chips [2] - Applied Materials focuses on pushing the boundaries of science and engineering to deliver material innovations that impact the world [2]

Group 1 - The AGIX index aims to capture the beta and alphas of the AGI era, which is expected to be a significant technological paradigm shift over the next 20 years, similar to the impact of the internet [2] - The article emphasizes the importance of learning from legendary investors like Warren Buffett, Ray Dalio, and Howard Marks to navigate the AGI revolution [2] Group 2 - AGIX has shown a year-to-date return of 26.72% and a return of 74.54% since 2024, outperforming major indices like QQQ and S&P 500 [5] - The performance of AGIX portfolios indicates a slight decline in sectors such as semi & hardware, infrastructure, and application [6] Group 3 - The article discusses the potential of robots reaching a critical point of general intelligence with around 7 billion parameters, similar to the breakthrough seen with GPT-3 [10] - It highlights the advancements in hardware and engineering that are necessary for robots to operate effectively in real-world environments [11] Group 4 - The article outlines the challenges in data collection for robotics, emphasizing the need for diverse and extensive datasets to achieve generality in various tasks [12][13] - It discusses different approaches to data collection, including world models and real-world interactions, to enhance robotic capabilities [17] Group 5 - The article notes that the AI verticals have faced significant sell-offs by hedge funds, particularly in AI technology stocks, leading to a notable market rotation [18] - It highlights the financial relationship between OpenAI and Microsoft, revealing that OpenAI's revenue is significantly impacted by its operational costs [20][21] Group 6 - The article mentions significant investments in AI infrastructure, such as Alphabet's $40 billion investment in Texas data centers and Nvidia's collaboration with Cisco to enhance AI deployment [22][23] - It also covers various acquisitions in the AI space, including Salesforce's acquisition of Doti for $100 million and Snowflake's acquisition of Datometry to improve database migration capabilities [24][25]

证券日报网讯英唐智控（300131）11月17日在互动平台回答投资者提问时表示，公司已拥有MEMS器件 级别以及LBS(基于激光束扫描的投影方案)全套系统开发能力，并已建成了完整的MEMS器件自动化生 产线。MEMS微振镜产品直径规格涵盖4mm、1mm、1.6mm、8mm，其中4mm规格的MEMS微振镜产品 进入市场，率先在工业领域实现批量生产。 ...