Core Viewpoint - Wedbush maintains an "outperform" rating for Palantir Technologies (PLTR.US) and raises the target price from $140 to $160, citing the company's strong performance in its artificial intelligence strategy as a key driver for future stock price increases [1] Group 1: Company Performance and Strategy - Analysts believe Palantir is poised to become a major player in the artificial intelligence sector, potentially becoming the next Oracle, despite its current high valuation [1] - The company is recognized as one of the top picks in the "IVES AI 30" list, with its transformative AI strategy becoming a critical platform for businesses transitioning to AI applications [1] - There is a growing demand from both new and existing clients in commercial and federal sectors for Palantir's technology, as organizations seek to enhance efficiency through AI [1] Group 2: Revenue Potential and Market Position - Analysts assert that Wall Street has underestimated the potential revenue stream of over $1 billion from Palantir's AI platform in the U.S. commercial sector in the coming years [2] - The Trump administration has provided favorable conditions for Palantir, as the U.S. government accelerates its initiatives in artificial intelligence, which remains a strategic focus at the federal level [2] - Recent agreements within NATO are seen as an additional boost for Palantir, positioning the company to benefit from significant investments in AI by North American and European governments [2] Group 3: Growth Environment - Palantir is well-prepared to navigate a "new stringent spending environment," with its global presence, including in the Middle East, becoming a strong driver for growth as AI applications become more widespread [3]

Core Viewpoint - The Global Finance Forum held in Beijing focuses on the theme "Towards a Digital Intelligence Era: China and the Global Economy," highlighting the importance of digital transformation in the financial sector [1]. Group 1: Digital Transformation at Beijing Bank - Beijing Bank has undergone a three-year digital transformation, establishing a unified financial operating system and a unified data foundation to address issues like system silos and data isolation, which are crucial for AI development [3]. - The unified financial operating system enables trusted data sharing and resource allocation, facilitating rapid business application deployment and overcoming communication barriers between systems [3]. - The unified data foundation supports enterprise-level data applications and ensures end-to-end lifecycle management, addressing problems of data centralization and uniformity necessary for AI development [3]. Group 2: AI Development and Resource Management - Beijing Bank has centralized its AI computing resources through a corporate-level AI platform, enhancing operational efficiency and data analysis capabilities while reducing overall costs of intelligent computing hardware [4]. - The bank emphasizes the importance of managing AI technology risks, including issues related to model hallucinations and knowledge base quality, and suggests measures like manual verification and quality checks for uploaded data [5]. Group 3: Compliance and Ethical Considerations in AI - The bank stresses the need for a strong awareness of data security and compliance with laws and regulations as AI applications involve vast amounts of data [5]. - It advocates for a balanced approach to AI development that prioritizes legal compliance while fostering innovation, ensuring that AI applications are fair, transparent, and do not produce discriminatory or illegal outputs [6].

Core Viewpoint - Palantir Technologies has emerged as a significant player in the artificial intelligence sector, with discussions around its long-term potential and revenue projections [1] Group 1: Company Overview - Palantir Technologies is recognized as one of the most powerful platforms in artificial intelligence [1] - The stock has experienced a substantial increase, raising questions about whether the growth potential is exhausted or just beginning [1] Group 2: Investor Sentiment - Some investors are optimistic about Palantir's future, believing that the company is just getting started in its growth trajectory [1] - Conversely, there are investors who advise caution regarding the stock's current valuation and future performance [1]

作 者 | Robin Hannoun, CFA 编译 | 华尔街大事件 Palantir（NASDAQ ： PLTR ） 站在国家安全、人工智能和尖端数据分析的前沿，这三者构成 了迅速重塑全球经济的强大力量。虽然其引人入胜的叙事常常吸引投资者的注意力，但其投资价 值 不仅仅在于叙事本身；该公司拥有强劲的基本面、丰富的流动性选择，可用于降低风险和提高 回报，并拥有能够在当前不明朗的宏观经济环境中游刃有余的优秀高管。此外，在政府合作不断 深化、局势日益动荡、人工智能应用加速以及技术大幅回调的背景下，Palantir现在为偏多头的 投资者提供了一个颇具吸引力的风险调整后投资机会。 Palantir 与美国国防、情报和盟国政府机构日益增长的关系，使其成为一家关键任务软件提供 商，具有独特的优势。值得注意的是，该公司继续获得重要的多年期合同，这扩大了收入可见 性，并最终增强了其经济护城河。据 雅虎财经 报道，该公司最近获得了美国国防部 7.95 亿美元 的合同，用于提供支持 AI 的作战指挥和深入的战场分析。值得注意的是，政府合同往往期限较 长，并提供粘性强、利润率高的收入来源。 在日益紧张的环境下，国防业务本身就至 ...

报告预测，通用机器人市场有望在2028至2030年间迎来爆发式增长，但其迭代速度将受到模型、数据及硬件协同进化的制约。尽管如此，工业协作、智能家 用等专业领域的机器人预计将率先取得突破。报告首次覆盖了优必选和越疆两家企业，并给予增持评级。同时，全球机器人行业的领头羊特斯拉虽然短期内 受到汽车业务的拖累，但其长期前景依然被看好，报告对其目标价进行了调整，定为377美元。未上市的卧安机器人也受到了市场的密切关注。 在海外动态方面，英伟达推出的全球首个开源通用人形机器人基础模型GR00T N1，极大地提升了机器人的环境适应性和任务泛化能力，降低了开发成本， 为整个行业的发展注入了新的活力。另一方面，Figure公司决定终止与OpenAI的合作，转而自主研发AI模型，以确保软硬件的最佳协同效果。在国内，华为 的加入无疑为中国机器人行业带来了新的机遇，其通过生态圈合作和具身智能平台的发布，加速了机器人技术在各垂直场景的应用落地。 在赛道分析部分，报告指出通用机器人市场尚待成熟，而专业机器人则有望在单点领域率先取得突破。预计工业协作机器人和商业协作机器人市场将迎来快 速增长，同时AI具身家庭机器人也将逐步取代传统家庭机器 ...

财富趋势本次发行募集资金总额为179,052.47万元，募集资金净额为171,392.63万元。 中国经济网北京7月4日讯 财富趋势(688318.SH)昨晚发布实际控制人兼董事长减持股份计划公告，因自 身资金需要，公司控股股东、实际控制人、董事长、总经理、核心技术人员黄山计划通过集中竞价交易 与大宗交易相结合的方式减持其所持有的公司股份，减持数量不超过7,683,400股，即不超过公司总股本 的3%，自公告披露日起15个交易日后的3个月内实施。 截至公告披露之日，黄山持有公司股份174,753,478股，占公司总股本的68.23%。上述股份来源于公司 首次公开发行前持有的股份以及公司转增股份，黄山持有公司首次公开发行前的股份及转增股份合计 63,685,670股已于2023年4月27日解除限售并上市流通。 财富趋势表示，本次减持计划是公司控股股东、实际控制人、董事长、总经理、核心技术人员黄山根据 自身资金需要进行的减持，不会对公司治理结构及持续经营情况产生重大影响。 财富趋势于2020年4月27日在上交所科创板上市，本次公开发行新股1,667.00万股，全部为新股发行，发 行价格为107.41元/股。财富趋 ...

Core Insights - Guangzhou has officially released the second batch of "Artificial Intelligence +" typical case studies, featuring 34 selected cases across various sectors including manufacturing, safety, education, and healthcare [1][2] - The second batch emphasizes practical applications that have been tested and validated, focusing on specific verticals and showcasing a balanced representation of state-owned and private enterprises [2][3] - The integration of AI technologies has led to significant efficiency improvements, such as a 70% increase in consultation efficiency and a 98% policy awareness rate in government services [3][4] Group 1: AI Applications and Case Studies - The "Sky-Ground Integrated Smart Platform" developed by Guangzhou Zhixing Robot Technology Co., Ltd. utilizes satellite remote sensing and drone data to enhance public safety and decision-making processes [2][3] - The AI customer service at Zhongshan Sixth Hospital's reproductive center achieves a 98.5% accuracy rate in responses, significantly improving patient experience and reducing operational costs [3] - The "No-Sensing AI Digital Classroom" system by Guangzhou Legeng enhances classroom efficiency by 30% across multiple schools [3][8] Group 2: Data Governance and Industry Trends - Data governance is becoming essential for leveraging AI technologies effectively, with the DCMM (Data Capability Maturity Model) being highlighted as a national standard to improve data management practices [4][5] - The number of enterprises achieving DCMM Level 3 or above in Guangzhou is projected to reach 77 by 2024, ranking first nationally [5][6] - The focus on data governance is shifting from being an optional aspect to a mandatory requirement for all departments and companies, emphasizing the need for a robust data management framework [5][6]

智通财经记者 | 田鹤琪 今年以来，德国工业巨头西门子在科技领域的收购步伐提速。 当地时间7月1日，西门子宣布完成对美国生命科学研发软件企业 Dotmatics的收购，交易价值为51亿美 元(约合365.6亿元人民币)。 这距离西门子完成对工业仿真软件商Altair的收购仅隔三个月。这一收购也再次显示了西门子在数字化 领域的战略野心。 当地时间3月26日，西门子完成对，价值达100亿美元(约合727亿元人民币)，这是西门子有史以来规模 第二大的收购。2020年8月，西门子医疗曾宣布以164亿美元(约合1191亿元人民币)收购美国瓦里安医疗 系统公司，并于2021年4月完成。 Dotmatics总部位于波士顿，由默沙东(MRK.US)的科学家Stephen Gallagher和Alastair Hill于2005年创立， 是Insight Partners旗下的投资组合公司。 今年4月初，西门子已签署了协议，拟从Insight Partners手中收购Dotmatics。 西门子总部位于德国慕尼黑，目前主要由数字化工业(DI)、智能基础设施(SI)和交通(Mobility)业务构 成，并持有西门子医疗超70%的 ...

使节们紧随讲解员仔细聆听，不时提问交流。 "洪都拉斯地处拉丁美洲的热带地区，饱受飓风和气候变化影响，迫切需要大气及气候监测技术。"洪都 拉斯驻华大使蒙卡达说，"同时，洪都拉斯遭受破坏的热带森林资源，也亟需完善的监测系统。中国在 这些领域拥有的技术为拓展合作开辟了空间。" 古有"夸父逐日""嫦娥奔月""女娲补天"，今有"神舟"飞天、"北斗"引路、"嫦娥"探月……星辰大海的征 途上，近年来不断留下的精彩中国足迹，成为国际社会深入了解中国的新窗口。 6月30日，来自41个国家的55位驻华使节来到中国航天科技集团，了解中国航天发展历程，感受航天科 技的先进技术和丰硕成果。 在航天电子展厅，多项技术应用成果引人注目：中国"句芒号"卫星的升空，标志着中国碳汇监测进入遥 感时代；航天微电子技术，为火箭和卫星提供了可靠的"大脑"与"神经"；医疗救援直升机、无人机等， 能够提升灾后应急响应与救援效能；低空经济智能平台在城市空域交通、物流等领域应用，让未来城市 越来越近…… 6月30日，使节们在神舟十七号返回舱实物前驻足观看。新华社记者 袁睿 摄 策划：陈芳 泰国和中国在航天领域有着良好合作基础。在泰国驻华公使陈文斌看来，尽管泰 ...

大摩表示，科技巨头希望通过开源将AI工具扩展到物理世界，同时将开发者更深入地绑定到各自的生态系统中。但目前未 来"安卓系统"赢家尚未确定，中国凭借制造业基础和政策支持方面的优势，可能在这场"机器人竞赛"中占据领先地位。预 计到2050年全球人形机器人市场年收入可达5万亿美元，累计采用量将达到10亿台，这一规模大约是2024年全球20大汽 车制造商总收入的两倍。 硬·AI 作者 | 赵 颖 编辑 | 硬 AI | | | | | Brain | | | | Integrators | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Foundational M | | | Cybersecurity | Simulation & Vision Softw | | | | | | Bal Sno | 00 Meta | | | HEXAGON | (02) (intel) | | | 040 | | | | 2 Palantin ORACLE | 1/ paloalto | (A) Meta Alphuk | ПУІОІА | O II zain ...