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海淀向北:万亿之后,拿什么留住下一个DeepSeek?
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-11 11:46
21世纪经济报道记者周慧 北京报道 7月7日,寸土寸金的北京海淀面向全球AI创业者发布召集令,符合条件的企业可阶段性减免租金入驻"中关村AI北纬社区"。 在海淀,高调向全球发出召集令的AI社区长什么样? 7月8日,在"中关村AI北纬社区"发布面向全球AI创业者召集令的第二天,21世纪经济报道记者从北京海淀南部的西四环乘车到海淀北部近六环的"中关村AI 北纬社区",全程约20公里。 在新一轮以人工智能(AI)为主导的产业革命中,万亿GDP的海淀拿出了前所未有的诚意和姿态,希望能吸引更多的年轻人和中小科技企业。 2025年春节后,杭州"六小龙"声名鹊起,在DeepSeek掀起的创新热潮下,以科技创新出发地、原始创新策源地和自主创新主阵地为定位的北京海淀,也在发 力培育和留下新领域新赛道小而美、小而精的科技先锋企业,试图在互联网产业机遇之后,再抓住AI产业的机遇。 "海淀不存在产业发展空间不足的问题,中关村科学城北区还有大面积的产业发展空间。"一位官方人士告诉21世纪经济报道记者,回应了外界对于海淀因 为"太挤和太贵"导致中小科技企业外迁的问题。 "科技向北"发展,似乎能解决海淀当下发展的很多问题,也寄托了海淀打造 ...
Cineverse Added to Multiple Russell Indexes Including 3000E, Microcap, Growth, and Value Segments
Prnewswire· 2025-07-02 13:00
LOS ANGELES, July 2, 2025 /PRNewswire/ -- Cineverse Corp. (NASDAQ: CNVS), a global streaming technology and entertainment company, today announced its inclusion in multiple FTSE Russell indexes, effective June 29 and June 30, 2025, as part of the annual reconstitution of the Russell U.S. Indexes. Cineverse has been added to the following indexes: Inclusion in these indexes expands Cineverse's visibility across a wide range of institutional investors and index-tracking funds. The Russell indexes are broadly ...
Will SoundHound AI Be a $100 Stock 10 Years From Now?
The Motley Fool· 2025-07-02 09:15
SoundHound AI (SOUN -2.33%) is a popular AI stock pick, primarily because it's a pure-play AI stock. There aren't many investments out there that solely offer AI solutions, but SoundHound AI is laser-focused on improving and marketing its audio recognition AI technology. Currently, the stock trades for around $10, so if it were to rise to $100, it would deliver 10 times returns. Any stock that rises 10 times in value in a decade is an excellent investment, and investors would be wise to scoop up shares now ...
Can C3.ai's New HII Deal Boost Its Defense AI Momentum?
ZACKS· 2025-07-01 16:06
Key Takeaways C3.ai's HII partnership brings its AI to Newport News and Ingalls Shipbuilding for Navy support. The deployment aims to ease shipbuilding delays through real-time planning and labor optimization. C3.ai's defense wins and partner bookings surged, supporting strong federal revenue momentum.C3.ai’s (AI) newly announced partnership with defense contractor HII (HII) could prove pivotal for its growth trajectory, mainly in the government sector. The collaboration aims to integrate C3.ai’s Enterpri ...
X @Bloomberg
Bloomberg· 2025-07-01 13:20
Microsoft has signed a cloud computing deal with the Premier League, a pact that will let the software company tout its AI technology to a captive audience of sports fans. https://t.co/BOD9qia7hO ...
2 AI Stocks Shaking Up the Industry Today
Schaeffers Investment Research· 2025-06-30 19:18
Group 1: Meta Platforms Inc (META) - META stock reached a record high of $747.90 following increased efforts in artificial intelligence, including hiring four researchers from OpenAI for its 'superintelligence' team [1] - The stock has rallied from mid-April lows and is on track for its fifth win in six sessions, with a year-to-date increase of 26% [1] Group 2: Options Activity - The options market has shown significant interest in META, with a 50-day call/put volume ratio of 2.16, the highest in the past year [2] - The current options are reasonably priced, indicated by a Schaeffer's Volatility Index (SVI) of 25%, which is in the low 4th percentile of its annual range [2] Group 3: BigBear.ai Holdings Inc (BBAI) - BBAI shares increased by 20.5% to $7.04 after announcing a partnership with Easy Lease and Vigilix Technology Investment in the UAE to promote AI adoption across various industries [3] - Year-to-date, BBAI has seen a significant rise of 58.9% [3] Group 4: BBAI Options Activity - BBAI's options market is heavily skewed towards calls, with a ratio of 8.88 calls for every put over the last 10 weeks [4] - Today, 257,000 calls were traded compared to 71,000 puts, with overall volume at 3.1 times the daily average [4]
This Artificial Intelligence (AI) Powerhouse Could Be Just Getting Started
The Motley Fool· 2025-06-27 08:32
Voice AI is a $140 billion market opportunity, and this company's technology could make it a big-time winner over the coming years.Sound and voice add an additional layer to artificial intelligence (AI) that often seems to fly under the radar. However, make no mistake about it, voice AI technology presents a massive opportunity and is crucial to delivering AI to real-world, consumer-facing applications.SoundHound AI (SOUN 3.71%) is among the leaders in this field, and its stock price has risen over 205% ove ...
WAVES 2025:创投「新纪元」里,逐浪而行
3 6 Ke· 2025-06-25 07:03
2025年,我们看到了创投圈里一股新的暗流正在翻涌:AI技术正以前所未有的速度重构着竞争格局,中国全球化迎来高涨,国资LP逆势加注,成为市场定 海神针。唯有顺应趋势、灵活调整,方能在不确定性中捕捉确定性机遇。 一年前,一切都在寒风中谨慎徘徊,美元基金攥紧钱袋,只肯押注那寥寥几位"天选创业者",初创企业融资之路漫漫。时间来到2025年,一场从凛冬中苏醒 的博弈,像是一股暖流悄然涌动。 每一年,由36氪·暗涌主办的WAVES大会,已成为各方资本上麦的最佳时机。今年的大会由杭创(人工智能)营、杭州良渚新城管理委员会协办,聚焦创 投"新纪元",在投资人会场和创业者会场,那些新锐企业创始人、充满创造力的年轻科学家与创作者们,与顶级投资人汇聚,共同探讨AI技术革新、全球化 浪潮与价值重估等前沿议题,拆解他们眼中的商业理想和未来世界。 "2025年,一个新的周期在开始,而新周期的核心是「新代际力量的崛起」"。36氪CEO冯大刚对创投新生代充满希望——"历史告诉我们,行业更迭、格局 重构时,年轻创业者将有机会、有可能突破行业巨头壁垒。他们创造的新事物真的在颠覆世界,36氪也将永远和这些新的创业者们站在一起。" 36氪CEO冯 ...
Microsoft Stock Holds Steady as AI Drives Workforce Shift
MarketBeat· 2025-06-23 20:36
Microsoft Corporation NASDAQ: MSFT stock continues to be a strong performer in 2025. The company continues to deliver revenue and earnings that are higher year-over-year (YOY). However, some of the gains in the stock are due to the company’s efficiency efforts. Microsoft TodayMSFTMicrosoft$486.00 +8.60 (+1.80%) 52-Week Range$344.79▼$487.68Dividend Yield0.68%P/E Ratio37.56Price Target$515.68Add to WatchlistIn June, Microsoft announced its third round of layoffs for 2025, with the cuts scheduled to take effe ...
外资投行展望下半年中国经济和股票市场
淡水泉投资· 2025-06-16 13:01
重要提示:本材料不构成淡水泉任何形式的要约、承诺或其他法律文件,亦非任何投资、法律或财务等方面的专业建议。过往业绩 不预示未来表现。投资须谨慎。 2025年过半,中国下半年的经济和股票市场走势是近期外资投行机构关注的一个话题。相较于年初观 点,展望下半年,外资报告中似乎更多提及了海外投资人对中国市场的情绪回暖以及中国市场的配置价 值,国内经济回升态势、中美关系等依然是他们持续关注的话题。 海外投资人也认同中国市场的投资价值正在逐步改善,他们普遍对AI、科技相关主题以及新消费主题 感兴趣。 一些海外投资人坦言,2021-2022年以来,他们减少了跟踪和研究中国市场的时间,导致他们 对中国科技和智能制造等领域的新突破,以及诸多新兴消费品牌的认知有限。市场上甚至不乏"错失中 国技术发展机遇"的担忧。以往一些观点认为,中国在全球科技竞争新时代将落后于美国,因为美国制 定了先进芯片和AI技术等领域针对中国的出口管制,导致中国企业在美国和其他许多市场受到限制。 然而,以DeepSeek等为代表的AI突破,以及中国在电动汽车、电池、人形机器人等方面取得的进展, 正促使投资者重新思考,在"两种体制之间二选一"是否合理,同时投 ...