智通财经APP获悉，据知情人士透露，在聚焦于AI编程的初创公司Windsurf与AI独角兽OpenAI的收购协 议意外告吹后，Alphabet旗下的科技巨头谷歌(GOOGL.US)已与Windsurf达成重磅的另类收购协议，以 大约24亿美元的价值获得Windsurf顶尖人才团队以及核心技术许可权。 谷歌周五发表声明称，将聘请Windsurf 首席执行官 Varun Mohan、联合创始人 Douglas Chen 以及少量核 心技术员工，加入谷歌旗下的DeepMind人工智能业务部门。谷歌拒绝就财务条款置评，仅表示此次交 易不包括全资入股AI初创公司Windsurf。 （原标题：AI编程领域大变天! OpenAI出局 谷歌(GOOGL.US)24亿美元"截胡"Windsurf核心资产与人 才） 而OpenAI正在加速其处于全球领军地位的AI大模型以及生成式AI应用软件、AI智能体的更新迭代速 度，不断打造出综合性能位列全球首位的AI大模型与相关AI应用，并且加码布局AI编程这一当前生成 式AI应用软件领域最火爆的细分AI应用赛道。 知情人士表示，Windsurf 先前已同意以大约30亿美元总价值被OpenA ...

"The Hundred Line: Last Defense Academy" is an ambitious, remarkable game. It also almost bankrupted the company behind it. https://t.co/kxryJJkCiF ...

芯和或重启IPO，而华大九天（301269）仍致力于打造全流程EDA能力，继续推进自主研发与并购整 合。 华大九天收购芯和半导体告吹。 7月11日下午3时，华大九天召开投资者说明会，表示交易各方未能就核心条款达成一致。 四个月前，这桩收购曾引发市场热议。 2月，芯和半导体刚启动IPO辅导；3月，华大九天宣布全资收购计划。从独立上市到转道并购，芯和半 导体的选择曾被视作"市场寒冬下的理性妥协"。 变数或许来自政策东风。 6月18日，科创板新政落地，重启未盈利企业适用第五套上市标准，并扩大覆盖范围至人工智能、商业 航天、低空经济等前沿领域。6月30日，国产GPU企业摩尔线程、沐曦火速IPO获受理。 政策松绑叠加自身盈利改善，独立IPO对芯和半导体吸引力骤增。 另一边，虽然收购失败，但华大九天对打造全谱系全流程能力的野心未减。作为国产EDA龙头，其模 拟电路、射频EDA工具已实现全流程替代，但数字设计仍是短板。 虽然并购终止，但行业整合亦在加速。大基金三期注册资本3440亿元，EDA赛道也将受益。据悉，华 大九天已设立产业基金，剑指"自主研发+并购"双线突围。 进一步来看，无论是独立IPO或是并购，核心技术自主可控 ...

Conagra Brands (CAG) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.61 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.08%. A quarter ago, it was expected that this company would post earnings of $0.52 per share when it actually produced earnings of $0.51, delivering a surprise of -1.92%.Over the last four quarters, the company ha ...

仲力磁场" l a 业应用 H F t the y 作协 iv 6月6日，"智惠仲恺·未来产业第四空间"战略发布会在惠州仲恺高新区举行。 随着"仲力磁场"仲恺未来场景创新验证中心、"仲恺iCenter"仲恺未来产业能力发展中心两大突破性规划和核心载体的正式发布，由产业前置运营核心赋能 方——北京艾牧嘉禾运营规划设计有限公司（以下简称"艾牧嘉禾"），深度参与构建的"未来产业应用第四空间"与"体系化创新 '仲恺模式'"，正以清晰的路 径从战略蓝图加速向现实场景转化。 这场以"产业应用第四空间"为关键词的系统变革，不仅是仲恺高新区从"制造工厂"向"创新灯塔"跃迁的重磅落子，也是艾牧嘉禾依托"运营前置规划体系"， 开启长期陪跑"未来产业"的重要开局和关键锚点。 要点速览 01 体系突围丨"生态"协同打破创新孤岛 02 范式重构丨 产业应用第四空间本质逻辑 03 运营即生产力丨 跳出浪潮趋势 游到海水变蓝 布局产业应用第四空间，是仲恺产业演进的内在需求。 全文数字/3310字 建议阅读时长:6分钟 摩驱动 体系化 ETH 7 = 12 风起青萍之末。 在粤港澳大湾区的产业版图上，作为全国首批国家级高新区的惠州仲恺高新区 ...

Core Viewpoint - PTC Inc. has experienced a significant increase in share price due to potential buyout interest from Autodesk, alongside strong financial forecasts and growth in product offerings [2][3]. Financial Performance - PTC shares ended the last trading session 17.6% higher at $210.47, with a notable trading volume [1] - The company has increased its free cash flow forecast for fiscal 2025 to $840-$850 million, reflecting a growth of 14-16% from the previous estimate [3] - Revenues for fiscal 2025 are projected to be between $2,445 million and $2,565 million, indicating a year-over-year rise of 6-12% [3] - Non-GAAP EPS is now estimated in the range of $5.80-$6.55, suggesting a rise of 14-29% [3] - The upcoming quarterly earnings are expected to be $1.22 per share, representing a year-over-year change of +24.5%, with revenues expected at $582.38 million, up 12.3% from the previous year [4] Market Position and Strategy - PTC is focused on mission-critical products and emphasizes verticalized go-to-market strategies to meet customer needs effectively [3] - The company is expanding its product portfolio to capture new customers in emerging IoT and AR/VR markets, with plans to integrate generative AI into its offerings [4] Industry Context - PTC Inc. belongs to the Zacks Computer - Software industry, which includes other companies like Simulations Plus [6] - Simulations Plus has seen a significant change in its EPS estimate, reflecting broader trends within the software industry [7]

Conagra Brands (CAG) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.61 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.08%. A quarter ago, it was expected that this company would post earnings of $0.52 per share when it actually produced earnings of $0.51, delivering a surprise of -1.92%.Over the last four quarters, the company ha ...

Mercado Libre（后文简称Meli），对国内读者和投资人而言可能并不被人熟知。而实际上，类似阿里之于中国、Sea之于东南亚，Meli可以说是拉美地区 最大、最成功的互联网龙头。旗下同时拥有拉美地区最大的电商平台和金融支付两大业务，可以类比拉美地区的淘宝和蚂蚁集团。 一、Mercado Libre 是一家什么样的公司？ 并且，虽然拉美的互联网行业仍属发展中早期的"新兴市场"，Meli却并非行业内的新兵。实际上早在1999年就已于阿根廷成立，与同样诞生于99年的阿 里，以及诞生于94年的亚马逊是同一时代的互联网 "老兵"。 但是回顾Meli自2007年上市以来的股价表现，直到2019年前公司的表现可谓"默默无闻"，年化回报率仅12%。从这个角度Meil看起来并非一家能给股东带 来好回报的"好公司"。但到疫情来临后，Meli却看似突然进入了股价（和业绩）的爆发期。 因此海豚对Meli的覆盖将主要围绕以下几个问题展开： ①Meli旗下的业务具体构成如何，为何在19年前表现平平，又为何在在疫情前后迎来了爆发式的增长。 ② 如前文提及的，Meli同时拥有拉美地区最成功的电商业务和金融支付业务，在拉美地区这两个行 ...

Mercado Libre（后文简称Meli），对国内读者和投资人而言可能并不被人熟知。而实际上，类似阿里之于中国、Sea之于东南亚，Meli可以说是拉美地区最大、最 成功的互联网龙头。旗下同时拥有拉美地区最大的电商平台和金融支付两大业务，可以类比拉美地区的淘宝和蚂蚁集团。 并且，虽然拉美的互联网行业仍属发展中早期的"新兴市场"，Meli却并非行业内的新兵。实际上早在1999年就已于阿根廷成立，与同样诞生于99年的阿里，以及诞 生于94年的亚马逊是同一时代的互联网 "老兵"。 但是回顾Meli自2007年上市以来的股价表现，直到2019年前公司的表现可谓"默默无闻"，年化回报率仅12%。从这个角度Meil看起来并非一家能给股东带来好回报 的"好公司"。但到疫情来临后，Meli却看似突然进入了股价（和业绩）的爆发期。 以下为详细分析 一、Mercado Libre 是一家什么样的公司？ 1、Meli坐拥电商+金融支付两大板块 简单来说， Meli目前的旗下业务包括平台电商和支付金融两大板块， 具体来看： ① 电商板块包括电商佣金、履约物流、平台内支付和广告四个细分业务 。电商平台是Meli最早的业务，早在200 ...

Core Insights - Apple has faced challenges in the Chinese market due to competition from Huawei and Xiaomi, with iPhone sales declining by 2.3% year-over-year in Q2 of fiscal 2025 [1] - Recent data indicates a recovery for Apple, with over 8% year-over-year growth in iPhone sales from April 1 to June 22, attributed to strong promotions for the iPhone 16 Pro and Pro Max [2] - The U.S. tariffs on China are expected to negatively impact Apple's supply chain, with an estimated cost of $900 million in Q3 of fiscal 2025 [3] Sales and Market Performance - Apple has recorded its first growth in China since Q2 of 2023, driven by effective marketing strategies for the iPhone 16 series [2][9] - Huawei continues to lead the market with over 12% year-over-year growth [2] - Apple's Services revenue grew by 11.6% year-over-year in fiscal Q2, supported by a growing subscriber base across its services [7][9] Product and Feature Developments - Apple Intelligence features are being expanded, with new language support and functionalities aimed at enhancing user experience and driving sales [4][5] - New features in Apple Music and Apple Wallet are expected to further boost Services revenue [6] Financial Metrics and Stock Performance - The Zacks Consensus Estimate for Apple's fiscal 2025 earnings remains steady at $7.11 per share, indicating a 5.33% growth from fiscal 2024 [8] - Apple shares have declined by 9.9% year-to-date, underperforming compared to peers like Amazon, Microsoft, and Alphabet [10] - Apple's current valuation shows a forward Price/Sales ratio of 7.51X, higher than the sector average of 6.57X [13] Conclusion - Despite the growth in Services, the performance of Apple Intelligence poses challenges for the product business, particularly in the competitive Chinese market [19]