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岚图的反击，从华为开始？ 在智能座舱上，HarmonySpace 5为岚图FREE+带来了更完整的鸿蒙生态接入。从语音识别、多模态交互 到超级桌面、跨端流转，而非传统车企的安卓阉割版体验。 在华为的智驾与座舱加持下，FREE+的产品策略显然是"把好钢用在刀刃上"——三款车型划分清晰，后 驱主打舒适、四驱侧重性能、运动版满足个性化定制，最高配价格也不过27.99万元，覆盖了中产家庭 购车主力区间。 性能方面，四驱车型百公里加速4.9s，配备EDC魔毯悬架+可调空气悬挂，还贴心地给你配了个"岚擎模 式"来模拟大排量声浪。再加上CLTC续航1458km、318km纯电续航与20分钟快充速度，实用性也并未为 智能体验做出妥协。 更重要的是，岚图这次显然痛定思痛，配置非常良心：无论买哪款，全系华为智驾、鸿蒙座舱全上车， 冷暖冰箱、大沙发、女王副驾、22扬声器音响一应俱全。 7月12日，岚图FREE+正式上市，起售价21.99万元。作为岚图与华为联手打造的第二款战略级车型，这 款中大型SUV不仅代表着产品力的全面进阶，更是岚图冲击智能电动市场主流阵地的关键一役。 这一次，岚图不再试探，而是直奔主题：在25万元价格带，堆满 ...

创新药周报20250713： 证券研究报告 证券分析师刘浩 执业编号：S0360520120002 邮箱：liuhao@hcyjs.com 联系人段江瑶 邮箱：duanjiangyao@hcyjs.com @2021 华创版权所有 第一部分 本周创新药重点关注 国内创新药回顾 02 全球首个口服HAE急性发作按需治疗药物获批上市 本报告由华创证券有限责任公司编制 卖的出价或询价。本报告所载信息均为个人观点，并不构成对所涉及证券的个人投资建议。 请仔细阅读PPT后部分的分析师声明及免责声明。 2025-07-13 全球新药速递 03 01 遗传性血管性水肿（HAE） 证券研究报告 致。 ┃ HAE诊断流程 ┃ HAE分型及特征 | HAE 分型 | 发病机制 | C1-INH 浓度 | CI-INH 功能 | | --- | --- | --- | --- | | HAE-C1-INH 1 型 | C1-INH 基因突变 | 降低 | 降低 | | HAE-C1-INH2 型 | C1-INH 基因突变 | 正常或增高 | 障低 | | HAE-nC1-INH | FXII、 ANGPTI、PLG 基因突变 | ...

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Core Insights - Nvidia holds a dominant position in the AI infrastructure market, particularly in the GPU sector, with over 90% market share due to its CUDA software platform [1] - Nvidia's market cap recently reached $4 trillion, but its growth may slow down due to the law of large numbers, making it possible for AMD and Broadcom to outperform Nvidia in the next five years [2] Nvidia - Nvidia's data center revenue was $39.1 billion last quarter, reflecting significant growth but also indicating challenges in maintaining such rapid expansion [6][14] - The company has seen its data center revenue increase more than ninefold in two years, suggesting that sustaining this growth rate may become increasingly difficult [14] Advanced Micro Devices (AMD) - AMD is experiencing strong revenue growth and is beginning to capitalize on AI opportunities, particularly in AI inference, although it remains a distant second to Nvidia in the GPU market [4] - AMD's GPUs are being utilized by major AI model companies for daily inference workloads, and its ROCm software platform is considered adequate for inference tasks [5] - AMD's data center revenue was $3.7 billion last quarter, indicating that even modest market share gains could lead to significant growth [6] - AMD is also a leader in data center CPUs, which are essential as AI workloads expand, increasing demand for high-performance CPUs [7] - The UALink Consortium, formed by AMD and others, aims to develop an open standard for AI interconnects, potentially challenging Nvidia's proprietary technologies [8][9] Broadcom - Broadcom is not directly competing with Nvidia in the GPU market but is focusing on AI networking and custom AI chip design [10] - The company's AI networking revenue surged 70% last quarter, driven by the increasing demands of large AI clusters [10] - Broadcom is designing custom AI chips for hyperscalers, with potential revenue opportunities estimated between $60 billion to $90 billion by fiscal 2027 [12] - The acquisition of VMware enhances Broadcom's position in AI cloud environments, providing strong upselling opportunities for its Cloud Foundation platform [13] Conclusion - While Nvidia remains a strong player in the AI market, AMD and Broadcom are well-positioned for growth due to their smaller revenue bases and potential market share gains in AI-related sectors [15]

The U.S. inflation rate expectations are heating up, bringing the instrument that tracks inflation-linked government bonds to my stoplight. Since my previous coverage on the iShares 0-5 Year TIPS Bond ETF ( STIP ) , the fund deliveredAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation ...

以下文章来源于山农下山 ，作者山农 山农和他的朋友们，记录这个时代的新商业和新商人。 本文来自微信公众号： 山农下山 ，作者：山农，题图来自：视觉中国 一 我媳妇现在不敢随便夸山姆的选品。 她的嘴好像开过光。只要是被她夸过的，隔一段或长或短的时间，山姆总是会把它们下架，取而代之 的是"MM"系列。 这样换来换去的次数多了，我媳妇的购物模式变得越发"激进"。今年夏天，她喜欢上一款日本进口的 绿茶饮料，下单两次后，山姆又显示断货。她懊恼了好一阵儿，好在没过多久又上架了，她一口气买 了4箱放在家里，"家里有粮心中不慌"。 如果只囤一些吃的喝的尚可理解，但囤一堆"锅碗瓢盆"，就超出我的认知范围了。 ARABIA在山姆上架过两款碗盘套装，她知道消息的时候晚了，很长时间都没货。后来某一天，我发 现家里多出了两个蓝色大礼盒。 山农下山 . "抢的！"媳妇说，"可难买了"。 "抢了两套！？" "也可以送个人啥的……" 没过多久，我家的餐桌上，出现了那两套号称要送人的盘子。再一问：ARABIA在山姆恢复了日常供 应，不用抢了，先自己用吧。 这让我严重怀疑，自己"中计"了。 二 有人像对待逝去的青春一样怀念那些从山姆消失的SKU ...

Company Overview - Nextracker (NASDAQ: NXT) is a significant player in the utility-scale solar sector, which is crucial for the clean energy transition [1] - The company specializes in solar tracking systems and energy optimization software, positioning itself strategically in the market [1] Industry Relevance - The utility-scale solar business is gaining importance as the world shifts towards clean energy solutions [1] - Nextracker's technology plays a vital role in enhancing the efficiency and effectiveness of solar energy production [1]

Trump's copper tariffs will make it harder for him to achieve his goal of restoring America's manufacturing economy, says @mattyglesias (via @opinion) https://t.co/RXpJuiRhMR ...