此次，均胜电子与阿里云携手，共同推动大模型在具身智能机器人领域应用。根据合作协议，阿里云作 为全球领先的云计算及人工智能科技公司，将基于全系列、全尺寸的通义千问模型，为均胜具身智能在 机器人领域提供全栈大模型服务和底层云资源的支撑。 均胜集团副总裁、均胜电子董事周兴宥、阿里云智能集团公共云事业部副总裁郑园共同见证签约仪式。 均胜具身智能总经理胡爽博士、阿里云智能集团出海事业部东区总经理周创代表双方签署合作协议。 同时，基于均胜电子的全球化布局以及阿里云的全球基础设施，双方将共同面向海外市场，打造符合其 本地化需求的机器人智能化解决方案及其所依赖的底层大模型能力，确保解决方案的技术先进性、合规 性与跨文化适配性。 当前，汽车与机器人产业正迎来深度融合的关键节点。作为全球领先的智能汽车科技解决方案提供商， 均胜电子定位 "汽车+机器人Tier1"，今年年初全面布局人形机器人领域，为国内外客户提供包括大小脑 全域控制器、能源管理模块、高性能机身机甲材料等关键零部件以及机器人头部、胸腔总成等软硬件一 体化解决方案，积极推进新产品研发和商业化落地，核心产品主要客户包括海外机器人头部企业、国内 机器人头部公司智元机器人、 ...

Core Viewpoint - DexCom (DXCM) is expected to report quarterly earnings of $0.45 per share, reflecting a 4.7% increase year-over-year, with revenues projected at $1.12 billion, indicating an 11.8% year-over-year growth [1]. Financial Estimates - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating analysts' stable outlook [1]. - Analysts forecast 'Revenue- Hardware' to reach $38.99 million, showing a year-over-year decline of 32% [4]. - 'Revenue- Sensor and other' is projected to be $1.08 billion, suggesting a year-over-year increase of 14.5% [4]. - 'Revenue- United States' is expected to be $809.70 million, reflecting a 10.6% increase from the prior-year quarter [4]. - 'Revenue- International' is likely to reach $311.29 million, indicating a year-over-year growth of 14.3% [5]. Market Performance - Over the past month, DexCom shares have returned +3.1%, compared to the Zacks S&P 500 composite's +4.9% change [5]. - DexCom holds a Zacks Rank 2 (Buy), suggesting it is likely to outperform the overall market in the upcoming period [5].

Core Insights - DexCom reported $1.04 billion in revenue for Q1 2025, marking a year-over-year increase of 12.5% and a surprise of +1.99% over the Zacks Consensus Estimate of $1.02 billion [1] - The EPS for the same period was $0.32, unchanged from the previous year, with a slight miss of -3.03% against the consensus estimate of $0.33 [1] Revenue Breakdown - International revenue was $285.50 million, below the average estimate of $303.93 million, reflecting a year-over-year increase of +6.6% [4] - U.S. revenue reached $750.50 million, exceeding the average estimate of $709.42 million, with a year-over-year growth of +14.9% [4] - Hardware revenue was reported at $38.80 million, slightly above the two-analyst average estimate of $38.39 million, but showed a significant year-over-year decline of -41.8% [4] - Revenue from sensors and other products was $997.20 million, surpassing the two-analyst average estimate of $978.78 million, with a year-over-year increase of +16.7% [4] Stock Performance - DexCom shares have returned +4.8% over the past month, contrasting with a -0.7% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]