点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 业务合伙人 自动驾驶之心业务合伙人招募来啦！我们团队今年计划向国内外招募10名优秀的合伙人，负责自动驾驶相 关课程研发、论文辅导业务开发、硬件研发； 主要方向 如果您是4D标注、世界模型、大模型/多模态大模型、扩散模型、VLA、端到端、具身交互、联合预测、 SLAM、3D目标检测、闭环仿真3DGS、大模型部署与量化感知推理等方向，欢迎加入我们； 创业项目合作与推荐； 联系我们 更多欢迎添加微信咨询，备注" 机构/公司 + 自动驾驶合作咨询 "。 岗位要求 QS200以内高校，硕士及以上学历，手握顶会的大佬优先。 待遇说明 自动驾驶资源共享（求职、读博、出国留学推荐等）； 丰厚的现金激励； ...

9月29日，金证股份盘中上涨2.10%，截至13:27，报18.02元/股，成交2.82亿元，换手率1.69%，总市值 169.62亿元。 资金流向方面，主力资金净流入393.09万元，特大单买入1503.37万元，占比5.32%，卖出1670.42万元， 占比5.91%；大单买入6802.40万元，占比24.08%，卖出6242.26万元，占比22.10%。 截至6月30日，金证股份股东户数9.06万，较上期增加31.64%；人均流通股10446股，较上期减少 24.04%。2025年1月-6月，金证股份实现营业收入12.08亿元，同比减少48.55%；归母净利润-3883.38万 元，同比增长51.95%。 分红方面，金证股份A股上市后累计派现5.18亿元。近三年，累计派现8316.95万元。 机构持仓方面，截止2025年6月30日，金证股份十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1917.40万股，相比上期减少112.81万股。南方中证1000ETF（512100）位居第八大流通股 东，持股612.15万股，相比上期增加116.10万股。华宝中证金融科技主题ETF（159851）位 ...

机构持仓方面，截止2025年6月30日，金证股份十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1917.40万股，相比上期减少112.81万股。南方中证1000ETF（512100）位居第八大流通股 东，持股612.15万股，相比上期增加116.10万股。华宝中证金融科技主题ETF（159851）位居第九大流 通股东，持股572.34万股，相比上期增加40.77万股。 责任编辑：小浪快报 截至6月30日，金证股份股东户数9.06万，较上期增加31.64%；人均流通股10446股，较上期减少 24.04%。2025年1月-6月，金证股份实现营业收入12.08亿元，同比减少48.55%；归母净利润-3883.38万 元，同比增长51.95%。 金证股份今年以来股价涨15.37%，近5个交易日涨0.96%，近20日跌1.58%，近60日涨8.10%。 分红方面，金证股份A股上市后累计派现5.18亿元。近三年，累计派现8316.95万元。 今年以来金证股份已经1次登上龙虎榜，最近一次登上龙虎榜为1月23日，当日龙虎榜净买入-7566.28万 元；买入总计1.19亿元 ，占总成交额比14.97%；卖出总 ...

Group 1 - The article announces the recruitment of 10 partners for the autonomous driving sector, focusing on course development, paper guidance, and hardware research [2][5] - The main areas of expertise sought include large models, multimodal models, diffusion models, SLAM, 3D object detection, and closed-loop simulation [3] - Candidates from QS200 universities with a master's degree or higher, especially those with significant conference experience, are preferred [4] Group 2 - The company offers benefits such as resource sharing for job seeking, PhD recommendations, and study abroad opportunities [5] - Attractive cash incentives and opportunities for entrepreneurial project collaboration are highlighted [5] - Interested parties are encouraged to contact via WeChat for collaboration inquiries [6]

Core Viewpoint - The technology stock market is experiencing significant growth, with some companies seeing their market values soar dramatically, particularly in the artificial intelligence sector, exemplified by Cambrian's remarkable rise in market capitalization [1][3]. Group 1: Cambrian's Performance - Cambrian's market capitalization has surpassed 660 billion yuan, exceeding that of traditional financial giant Bank of Communications, which has an annual net profit close to 100 billion yuan [1]. - Cambrian's stock price has skyrocketed from over 40 yuan to 1,596 yuan within two years, resulting in a staggering dynamic price-to-earnings ratio of 320 [1]. - Cambrian's market value is approaching that of American chip giant Intel, with speculation about its potential to surpass Qualcomm, which has a market value of approximately 1,237.2 billion yuan [3]. Group 2: Comparison with Huawei - In 2024, Cambrian's revenue is projected to be 1.174 billion yuan, with a net loss of 450 million yuan, while Huawei's revenue is expected to reach 862.1 billion yuan, with a net profit of 62.6 billion yuan, highlighting a significant disparity in scale [3]. - Huawei's research and development (R&D) investment for 2024 is expected to be 179.7 billion yuan, which is 167 times that of Cambrian's 10.72 billion yuan [3]. - Over the past decade, Huawei's cumulative R&D investment has reached an impressive 1.2 trillion yuan, underscoring its commitment to technological innovation and leadership in the global tech sector [3]. Group 3: R&D and Workforce - Despite Cambrian's position in the AI sector, its R&D personnel count is relatively small, and it has accumulated losses of 5.3 billion yuan over the past eight years [5]. - Huawei boasts a workforce of 113,000 R&D personnel, enabling it to build a self-sufficient industrial ecosystem across various fields, including chips and software, reducing reliance on foreign technology [5][6]. - Huawei's founder, Ren Zhengfei, has stated that the company will not go public, emphasizing the importance of long-term strategic focus over short-term shareholder interests [5].

Core Viewpoint - DexCom's recent earnings report shows a positive performance with adjusted earnings per share beating estimates, but the stock has underperformed the S&P 500 in the past month, raising questions about future trends leading up to the next earnings release [1][2]. Financial Performance - DexCom reported Q2 2025 adjusted earnings per share of 48 cents, exceeding the Zacks Consensus Estimate of 45 cents by 6.7%, and up from 43 cents in the prior-year quarter [2]. - Total revenues increased by 15.2% year-over-year to $1.16 billion, surpassing the Zacks Consensus Estimate by 3.1% [3]. - Sensor and other revenues, which account for 97% of total revenues, rose 18% year-over-year to $1.12 billion, while hardware revenues decreased by 31% to $39.3 million [4]. Geographic Revenue Breakdown - U.S. revenues, making up 73% of total revenues, grew by 15% year-over-year to $841 million, while international revenues (27% of total) improved by 16% to $316.1 million [5]. Margin and Expense Analysis - Adjusted gross profit was $695.9 million, a 9.1% increase from the prior-year quarter, with an adjusted gross margin of 60.1%, down 340 basis points year-over-year [6]. - Total adjusted operating income reached $221.8 million, up 13.5% from the previous year, with an adjusted operating margin of 19.2%, down 30 basis points year-over-year [7]. Financial Position - At the end of Q2, DexCom had cash, cash equivalents, and marketable securities totaling $2.93 billion, an increase from $2.7 billion in Q1 2025, with total assets rising to $7.33 billion from $6.75 billion [8]. Future Guidance - DexCom raised its 2025 revenue outlook to a range of $4.6-$4.625 billion, indicating a year-over-year growth of 14-15%, and expects an adjusted gross margin of approximately 62% and an adjusted operating margin of about 21% [9]. Market Sentiment and Estimates - Recent estimates for DexCom have shown a downward trend, with the stock currently holding a Zacks Rank 3 (Hold), suggesting an expectation of an in-line return in the coming months [10][12]. Industry Comparison - DexCom operates within the Zacks Medical - Instruments industry, where another player, IQVIA Holdings, reported a revenue increase of 5.3% year-over-year, indicating a mixed performance within the sector [13].

Group 1 - The article announces the recruitment of 10 partners for the autonomous driving sector, focusing on course development, paper guidance, and hardware research [2][5] - The recruitment targets individuals with expertise in various advanced fields such as large models, multimodal models, and 3D target detection [3][4] - The article highlights the benefits of joining, including resource sharing for job seeking, PhD recommendations, and substantial cash incentives [5][6]

Group 1 - Oracle's stock price decreased by 5.06% to $236.46 per share, with a trading volume of $2.126 billion and a total market capitalization of $664.177 billion as of August 20 [1] - For the fiscal year ending May 31, 2025, Oracle reported total revenue of $57.399 billion, representing a year-over-year growth of 8.38%, and a net profit attributable to shareholders of $12.443 billion, which is an 18.88% increase compared to the previous year [1] Group 2 - Oracle is scheduled to release its Q1 fiscal year 2025 earnings report on September 8, with the actual disclosure date subject to the company's announcement [2] - The company offers a comprehensive range of products and services that address all aspects of enterprise IT environments, including applications, platforms, and infrastructure [2] - Oracle's cloud products provide fully integrated applications, platform, computing, and storage services, including Software as a Service (SaaS), Platform as a Service (PaaS), and Infrastructure as a Service (IaaS) [2]

Core Viewpoint - The audit report for Shenzhen Sihon Software Co., Ltd. indicates that the financial statements fairly reflect the company's financial position and operating results as of April 30, 2025, and for the years ended December 31, 2024, and December 31, 2023 [2][10]. Financial Statements - The financial statements include consolidated and parent company balance sheets, profit and loss statements, cash flow statements, and changes in equity for the specified periods [1][10]. - The company’s registered capital is RMB 106,035,000 as of April 30, 2025, and it operates in the software and information technology services industry, focusing on payment technology services and self-developed standardized software and hardware sales [10]. Audit Opinion - The audit opinion states that the financial statements are prepared in accordance with accounting standards and provide a true and fair view of the company's financial status and performance [2][3]. - The audit was conducted following the Chinese Certified Public Accountant auditing standards, ensuring independence and adherence to ethical responsibilities [2][6]. Key Audit Matters - Revenue recognition is identified as a key audit matter due to the inherent risk of material misstatement, particularly concerning the accuracy of revenue reported [3][4]. - The company’s revenue for the periods under review was RMB 103.75 million, RMB 330.99 million, and RMB 364.36 million, indicating significant revenue generation [3]. Management Responsibilities - Management is responsible for preparing financial statements that fairly present the company's financial position and for maintaining internal controls to prevent material misstatements due to fraud or error [6][12]. - The governance body oversees the financial reporting process, ensuring compliance with applicable standards [6]. Accounting Policies - The financial statements are prepared based on actual transactions and in accordance with the accounting standards issued by the Ministry of Finance [10][12]. - The company evaluates its ability to continue as a going concern and has not identified any significant doubts regarding its ongoing viability [12]. Financial Reporting - The financial reporting period for the company is from January 1 to December 31, and the accounting currency is the Chinese Yuan [10][12]. - The company follows the principle of materiality in its financial reporting, ensuring that significant information is disclosed appropriately [12].

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 杭州晶华微电子股份有限公司（以下简称"公司"）分别于2025年7月10日和2025年7月29日召开了第二届 董事会第十七次会议和2025年第一次临时股东大会，审议通过了《关于变更注册资本、调整利润分配政 策、取消监事会并修订〈公司章程〉的议案》，具体内容详见公司在上海证券交易所网站 （www.sse.com.cn）上披露的《关于变更注册资本、调整利润分配政策、取消监事会并修订〈公司章 程〉及修订、制定部分治理制度的公告》（公告编号：2025-033）和《2025年第一次临时股东大会决议 公告》（公告编号：2025-036）。 近日，公司已完成上述事项的工商变更登记和备案手续，并取得了由浙江省市场监督管理局换发的《营 业执照》，变更后的相关工商登记信息如下： 名称：杭州晶华微电子股份有限公司 统一社会信用代码：91330108770816153N 类型：股份有限公司（港澳台投资、上市） 法定代表人：吕汉泉 注册资本：壹亿贰仟零捌拾玖万壹仟零玖拾肆人民币元 成立日期：2005年2月2 ...