智通财经APP获悉，据媒体看到的一份内部备忘录，Meta(META.US)完成了对于专注AI语音技术的小型 AI初创公司PlayAI的收购进程，"整个 PlayAI 团队"将于下周加入Facebook母公司Meta(META.US)。据了 解，PlayAI团队届时将向约翰·沙尔奎克(Johan Schalkwyk)汇报——后者近期刚从另一家聚焦于AI语音的 AI初创公司Sesame AI Inc.加盟 Meta。 Meta掌舵者扎克伯格的"AI雄心壮志"可谓再添一关键拼图。扎克伯格将大举推进人工智能技术更新迭代 以及将AI推进至Meta软件生态，列为Meta今年的首要任务，正斥资约650亿美元大举投资AI服务器集 群、高性能以太网交换机系统等AI核心基础设施，并且积极招募全球最顶尖人才以构建全球最强大AI 模型以及筑建起强大的基于Meta体系的AI应用软件生态。 据了解，Meta首席执行官马克·扎克伯格近期宣布对该公司AI业务部门进行重大重组，任命前Scale AI首 席执行官亚历山大·王(Alexandr Wang)领导新成立的Meta超级智能团队(Meta Superintelligence Labs)。 ...

以下文章来源于科创板日报 ，作者史正丞 科创板日报 . 科创圈都在关注的新型主流媒体，上海报业集团主管主办，界面财联社出品。 一直出现在传闻中的三星三折叠手机，终于获得了官方确认。 在本周纽约新品发布会期间，三星移动业务负责人卢泰文（TM Roh）宣布， 三星计划在今年年底前推出一款三折叠智能手机 ，并强调AI 在公司战略中的核心地位。 （卢泰文在新品发布会后出席新闻发布会） 针对此前有关新手机会被命名为Galaxy G Fold的传闻，卢泰文表示："我们正在努力开发一款三折屏智能手机，目标是在今年年底推出。目 前专注于完善产品及其可用性，但尚未决定其名称。随着产品接近完成，我们计划很快做出最终决定。" 而对于三折叠手机的实用性，他也表示，公司在2019年首次推出折叠屏手机时，智能手机行业也曾报以怀疑的态度，但现在折叠屏已经成 为了一个重要的细分市场。 据财联社此前报道，三星在周三的发布会上发布了三款折叠屏新机，分别为Galaxy Z Fold 7、Z Flip 7和首款廉价版Z Flip7 FE。核心卖点 包括减薄机身厚度提升手感，Fold 7折叠时的厚度为8.9毫米，展开时的厚度为4.2毫米。 卢泰文表示 ...

| | | 全球 | | | | --- | --- | --- | --- | --- | | 市场 | 名称 道琼斯工业平均 | 现价 44458.30 | 涨跌 217.54 | 涨跌幅 0.49% | | | 纳斯达克 | 20611.34 | 192.88 | 0.94% | | | 标普500 | 6263.26 | 37.74 | 0.61% | | 欧美 | 欧洲斯托克50 | 5445.65 | 73.70 | 1.37% | | | 英国富时100 | 8867.02 | 12.84 | 0.15% | | | 法国CAC40 | 7878.46 | 111.75 | 1.44% | | | 德国DAX30 | 24549.56 | 342.65 | 1.42% | | | 俄罗斯RTS | 1086.62 | -23.89 | -2.15% | | | 上证指数 | 3493.05 | -4.43 | -0.13% | | | 饮加成指 U | 10581.80 | A -6.59 | -0.06% | | | 创业板指 | | 2184.67 W. 808ud 3 59 com | 0 ...

Market Overview - US stock markets rose, with the Dow Jones up 0.49%, Nasdaq up 0.94%, and S&P 500 up 0.61% [1] - Notable stock performances include Nvidia rising 1.8% with a market cap surpassing $4 trillion, Meta up 1.68%, Amazon up 1.45%, Microsoft up 1.39%, Google A up 1.3%, Apple up 0.54%, and Tesla down 0.65% [1] Economic Policies - The US Federal Reserve's minutes indicate that most officials believe tariffs may continue to drive inflation higher, while a minority are open to considering interest rate cuts in the next meeting [3] Company Developments - Microsoft claims to save $500 million through AI implementation while also announcing significant layoffs; 35% of new product code is generated by AI [6] - OpenAI plans to release an AI web browser within weeks [5] - ARM's data center customer count has surged 14 times since 2021 [10] Industry Insights - CoreWeave has pioneered "GPU collateral financing," achieving a scale exceeding $20 billion, significantly boosting AI cloud capabilities [8] - In the mobile phone supply chain, Hilltop Technology saw a stock increase of over 17%, with camera module sales reaching 34.35 million units in June, a 4.1% year-on-year increase [13] - The optical market for mobile phones is expected to recover, with high-end market barriers strengthening and domestic leaders likely to outperform average recovery rates [14] Financial Forecasts - Northern Rare Earth expects a net profit of 900 million to 960 million yuan for the first half of 2025, a year-on-year increase of 1882.54% to 2014.71% [17] - Other companies like Oriental Precision and Gansu Energy also project significant profit increases for the same period, with growth rates of 120% to 160% and 178.95% to 189.41%, respectively [17][18]

报道：苹果最快2025年发布首款升级版Vision Pro头显。 ...

Meta Platforms(META.O)宣布ZOOM应用今日起正式登陆Meta Quest头显。 ...

Core Insights - Apple has quietly completed the acquisition of two technology companies, TrueMeeting and WhyLabs, focusing on enhancing its strategic products: Apple Vision Pro mixed reality headset and Apple Intelligence generative AI platform [1] Group 1: TrueMeeting Acquisition - TrueMeeting specializes in high-precision facial scanning and AI virtual avatar generation, with its core technology, CommonGround Human AI, allowing users to create highly detailed 3D digital avatars using iPhone cameras [3] - The acquisition aims to optimize the "Personas" feature of Apple Vision Pro, which has faced criticism for its lack of realism in early versions [3] - The upcoming visionOS 26 update in June 2025 is expected to significantly improve the visual fidelity of the Personas feature, aligning with the technology integration from TrueMeeting [3][5] Group 2: WhyLabs Acquisition - WhyLabs focuses on the safety and reliability of generative AI, offering a large language model (LLM) monitoring platform that tracks model drift and performance degradation to prevent hallucination issues in AI-generated content [4] - The integration of WhyLabs is anticipated to facilitate the global deployment of Apple Intelligence, which has faced scrutiny regarding the accuracy and safety of its generative AI features since its launch in June 2024 [4] - WhyLabs' monitoring technology will provide real-time risk assessments, ensuring compliance with data privacy and content regulations, particularly in sensitive sectors like healthcare and finance [5]

美越贸易协议的达成，让果链巨头松了一口气。 要知道，立讯精密的营收大头可都在海外，尤其是在东南亚的布局颇深。 数据显示，2023年至2024年，立讯精密外销金额分别为2067.56亿元、2354.67亿元、占当年营收比重分别为89.16%、87.6%。在东南亚、东亚地区，公司也 分别布局了越南、泰国、印尼、马来西亚、印度等国家。 | | | | | | 单位:元 | | --- | --- | --- | --- | --- | --- | | | 2024年 | | 2023 年 | | | | | 金额 | 占营业收 | 金额 | 占营业收 | 同比增减 | | | | 入比車 | | 入比重 | | | 营业收入合计 | 268, 794, 737, 612. 58 | 100% | 231, 905, 459, 83 | 100% | 15. 91% | | 分行业 | | | | | | | 电脑互联产品及精密组件 | 9.002. 416. 983. 24 | 3. 35% | 7, 492, 410, 071. 11 | 3.23% | 20. 15% | | 汽车互联产品及精密组件 | 13, ...

港交所火爆。 作者 I 周佳丽 报道 I 投资界PEdaily 浮出水面。 投资界获悉，本周立讯精密工业股份有限公司（简称：立讯精密）正式发布公告，确认公 司正筹划境外发行H股并寻求在港交所主板上市。换言之，市值超2 5 0 0亿元的立讯精密也 要冲刺A+H上市了。 这背后离不开一位潮汕女掌门——王来春。早年间，她从流水线工人做起，后以代工厂白 手起家创业，又因与苹果的合作打响名号。20 1 0年，立讯精密在深交所挂牌上市，缔造A 股"果链一哥"，王来春也一路逆袭堪称最牛女老板。 目之所及，赴港上市的队伍正浩浩荡荡，"港交所被挤爆了"，这样的感受并不夸张。而 在几天后的7月9日，我们或将见证港交所5锣齐敲，盛况久违。 潮汕最牛女掌门 要IPO敲钟了 王来春，立讯精密的灵魂人物。 1 9 6 7年出生在广东汕头澄海区，王来春的家庭条件并不富裕，经历成长岁月磨练的她， 养成了坚韧的性格。后来由于种种原因，王来春转身南下来到深圳打工。 那是19 8 4年，正值改革开放初期，深圳一派欣欣向荣。她从流水线上的小工做起，一路 做到管理上千名员工的课长，亲历了中国消费电子产业的腾飞时代。后来的故事大家都知 道了——伴随着工 ...

Group 1 - Xiaopeng Motors launched the new AI smart family SUV model, Xiaopeng G7, claiming it to be the world's first L3-level computing power super AI car [1] - The launch follows Xiaomi's introduction of its first SUV model, YU7, indicating a competitive push in the domestic SUV market against Tesla's Model Y, which has long dominated the global new energy SUV market [2][3] - Xiaopeng G7 is positioned to redefine the standards for mid-to-large family SUVs, with a comprehensive comparison against Model Y in terms of space, intelligence, comfort, safety, and battery technology [3] Group 2 - Xiaopeng G7 Ultra features three Turing AI chips, achieving an effective computing power of 2250 TOPS, significantly higher than Tesla's Model Y, which has a Full Self-Driving (FSD) subscription fee of 64,000 yuan and only 720 TOPS of computing power [4][5] - The G7's intelligent cockpit AI computing power exceeds 800 TOPS, 26 times greater than industry flagship models, and it includes a unique "Chasing Light Panorama" heads-up display developed in collaboration with Huawei, addressing common industry pain points [5] - Xiaopeng G7 is priced lower than Model Y, with three versions priced at 195,800 yuan, 205,800 yuan, and 225,800 yuan, compared to Model Y's prices of 263,500 yuan and 313,500 yuan for different configurations [5] Group 3 - Xiaopeng Motors' product manager indicated that Model Y's pricing is dynamically adjusted based on production capacity and market supply, and Xiaopeng G7 may also consider dynamic pricing adjustments in the future [7] - CEO He Xiaopeng emphasized the importance of technology over price competition, stating that Xiaopeng aims to improve technology rather than engage in price wars [11] - In the first half of 2025, Xiaopeng Motors achieved a cumulative delivery of 197,200 vehicles, being the only new car manufacturer to meet 50% of its annual target, with a consistent delivery of over 30,000 vehicles for eight consecutive months [10]