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ICML spotlight | 一种会「进化」的合成数据!无需上传隐私,也能生成高质量垂域数据
机器之心· 2025-07-11 09:22
张剑清是一名上海交通大学在读博士生,获中国人工智能学会「青托 」 、吴文俊人工智能荣誉博士及国家奖学金。在代码大模型、 合成数据集进化生成、联邦学习与推荐系统方向取得系列成果,主要关注其中的垂域自适应、模型融合、模型个性化主题,于 JMLR、NeurIPS、ICML、CVPR、KDD、ICCV、AAAI等发表9篇CCF-A一作论文,主导并开源了PFLlib、HtFLlib、EvolveGen 等项目,曾在字节跳动、清华AIR、KAUST、腾讯等机构实习交流。 数据短缺问题随着大模型的高速发展,日益加剧。已经有不少 Nature 论文指出,预计到 2028 年,公共数据的产生速度将因 赶不上大模型训练的消耗速度而被耗尽。而在某些特殊领域,比如医疗、工业制造等,原本可用数据就非常少,数据短缺的问 题更严重。 为了解决这一困境,我们提出了合成数据自主进化框架 PCEvolve:只需提供少量标注样本,就可在保护隐私同时进化出一整 个数据集。PCEvolve 的进化过程类似 DeepMind 提出的 FunSearch 和 AlphaEvolve。 现有大模型 API 并不能拿来直接合成垂域数据 然而,当应用到垂直领域 ...
Tevogen’s New Headquarters, Fully Funded by CEO, Centralizes R&D and AI Teams to Accelerate Innovation
GlobeNewswire· 2025-07-10 19:13
CEO's personal contribution fully funds build-out and first-year operationsDoubled HQ footprint centralizes cross-functional teams, including research, regulatory affairs, and the expanding Tevogen.AI initiative WARREN, N.J., July 10, 2025 (GLOBE NEWSWIRE) -- Tevogen (“Tevogen Bio Holdings Inc.” or “Company”) (Nasdaq: TVGN) today announced the completion and official opening of its fully functional, newly expanded corporate headquarters in Warren, New Jersey. The build-out and first-year operating costs we ...
快讯 | 大众(中国)董事长兼首席执行官贝瑞德任期延至2028年
Core Viewpoint - The renewal of Berndt's contract for three more years indicates Volkswagen Group's commitment to its strategic restructuring in China and emphasizes support for localized development in the Chinese market [1][4]. Group 1: Leadership and Management - Berndt has been with Volkswagen Group since 1993 and has held various management positions, including CEO of Volkswagen brand and Group representative [1]. - Since August 1, 2022, Berndt has served as Chairman and CEO of Volkswagen Group (China), overseeing all operations and brands within the region [1]. Group 2: Strategic Developments - The restructuring of management in China aims to grant greater autonomy to the region, reinforcing Volkswagen's leadership in the dynamic Chinese automotive market [1]. - The new management structure, led by Berndt, focuses on integrating brand technologies and accelerating innovation tailored for the Chinese market [1]. Group 3: Product and Technology Innovations - At the Shanghai Auto Show, Volkswagen unveiled three concept models specifically designed for Chinese customers, showcasing a new design language and innovative technology [3]. - The launch of an advanced driver assistance system, developed by CARIAD and CARIZON, highlights Volkswagen's technological capabilities in the competitive Chinese market [3]. Group 4: Sales Performance and Future Plans - In the first half of 2025, Volkswagen Group delivered 1.31 million vehicles in China, with a notable monthly delivery of 247,000 units in June, reflecting a 9% year-on-year increase [4]. - Starting from the second half of 2025, the group plans to deliver a new generation of smart connected vehicles, including over 20 new models by 2026 and approximately 50 models by 2030, with a focus on electric vehicles [4].
Should You Continue to Hold Thermo Fisher Stock in Your Portfolio Now?
ZACKS· 2025-07-09 13:26
Core Insights - Thermo Fisher Scientific Inc. (TMO) is focused on growth through strategic acquisitions and product launches, while facing challenges from macroeconomic volatility and foreign currency exchange [1][9][10] Financial Performance - TMO's stock has increased by 20.6% over the past year, outperforming the industry which declined by 11.3% and the S&P 500 which gained 10.2% [2] - The company has a market capitalization of $158.1 billion and an earnings yield of 5.3%, significantly higher than the industry's -2.8% [2] - TMO has consistently surpassed earnings estimates over the past four quarters, with an average surprise of 2.3% [2] Growth Strategies - A notable acquisition includes Solventum's Purification & Filtration business for $4.1 billion, expected to enhance TMO's biologics capabilities and deliver $125 million in adjusted operating income synergies over five years [3][7] - The acquisition of Olink has strengthened TMO's position in the high-growth proteomics market [3][7] - Recent product launches include the CorEvitas Adolescent Alopecia Areata Registry and the Invitrogen EVOS S1000 Spatial Imaging System, aimed at addressing specific market needs [4][7] Research and Development - TMO is increasing its R&D investments, with a projected 51.1% rise in R&D expenses for the second quarter of 2025 [5] Financial Health - As of March 29, 2025, TMO has a long-term debt of $31.37 billion, with cash and cash equivalents totaling $5.95 billion, indicating strong liquidity [8] - The times interest earned ratio stands at 6.3%, reflecting stable solvency [8] Macroeconomic Challenges - TMO is facing macroeconomic challenges, including geopolitical tensions and supply chain disruptions, which may impact profitability [9] - The company has experienced a 1% unfavorable effect on revenues in Q1 2025 due to currency translation from a stronger U.S. dollar [10] Earnings Estimates - The Zacks Consensus Estimate for TMO's earnings per share (EPS) has increased to $22.34, with 2025 revenue estimates at $43.71 billion, indicating a 1.9% rise from the previous year [11]
Kura Sushi USA Announces Fiscal Third Quarter 2025 Financial Results
Globenewswire· 2025-07-08 20:05
Core Insights - Kura Sushi USA, Inc. reported financial results for the fiscal third quarter ended May 31, 2025, highlighting a total sales increase to $74.0 million from $63.1 million in the same quarter of 2024, despite a 2.1% decrease in comparable restaurant sales [5][10][11]. Financial Performance - Total sales reached $74.0 million, a 17.5% increase from $63.1 million in Q3 2024 [5][10]. - Comparable restaurant sales decreased by 2.1%, driven by a 2.9% decline in traffic and a 0.8% increase in price/mix [5][10]. - Net income was $0.6 million, or $0.05 per diluted share, compared to a net loss of $0.6 million, or $(0.05) per diluted share, in Q3 2024 [9][10]. - Adjusted net income was $0.6 million, or $0.05 per diluted share, compared to an adjusted net income of $4,000, or $0.00 per diluted share, in Q3 2024 [11][31]. - Restaurant-level operating profit was $13.5 million, representing 18.2% of sales, down from $12.6 million, or 20.0% of sales, in Q3 2024 [11][30]. - Adjusted EBITDA was $5.4 million, an increase from $4.5 million in Q3 2024 [11][33]. Cost Structure - Food and beverage costs as a percentage of sales decreased to 28.3% from 29.2% in Q3 2024, attributed to menu price increases and supply chain initiatives [6]. - Labor and related costs increased to 33.1% of sales from 32.6% in Q3 2024, primarily due to rising wage rates [6]. - Occupancy and related expenses rose to $5.5 million from $4.3 million in Q3 2024, mainly due to the opening of thirteen new restaurants [7]. - General and administrative expenses were $8.7 million, slightly down from $8.9 million in Q3 2024, with a decrease in percentage of sales to 11.8% from 14.0% [8]. Restaurant Development - The company opened three new restaurants during the fiscal third quarter of 2025, located in Scottsdale, Arizona; Lynnwood, Washington; and McKinney, Texas [12]. - Following the quarter, two additional restaurants were opened in The Woodlands, Texas, and Salt Lake City, Utah [12]. Fiscal Year 2025 Outlook - For the full fiscal year of 2025, the company anticipates total sales of approximately $281 million and plans to open 15 new restaurants, maintaining an annual unit growth rate above 20% [18].
Boeing Secures a $2.8B Contract to Aid the Evolved Strategic Satellite
ZACKS· 2025-07-08 14:56
Group 1: Boeing's Contract and Market Position - Boeing recently secured a contract valued at $2.84 billion for the Evolved Strategic Satellite (ESS) program, which is expected to be completed by December 31, 2033 [2][9] - The contract involves the development and production of four ESS space vehicles, enhancing capacity, flexibility, reliability, and resilience compared to existing strategic communications satellites [2][4] - Boeing's extensive experience in supporting major U.S. space missions positions the company favorably in the growing space technology market, particularly with the increasing demand for satellite deployment [3][4] Group 2: Industry Growth and Opportunities - The global space launch vehicles market is projected to grow at a compound annual growth rate of 18.4% from 2025 to 2030, driven by technological advancements and rising investments in space infrastructure [3] - Other companies benefiting from this market expansion include Northrop Grumman, which has a long-term earnings growth rate of 3.3% and is involved in launch vehicles and propulsion systems [5][6] - Rocket Lab is also positioned well with its advanced Electron rocket and the development of the Neutron rocket, expecting a year-over-year sales growth of 32.8% in 2025 [7][8] Group 3: Boeing's Stock Performance - Boeing's stock has increased by 27.3% over the past six months, outperforming the industry average growth of 22% [11] - The company currently holds a Zacks Rank of 3 (Hold), indicating a stable outlook in the market [12]
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TylerD 🧙‍♂️· 2025-07-08 14:05
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AI动态汇总:上交AI智能体表现亮眼,AlphaEvolve生成代码反超人类
China Post Securities· 2025-07-08 14:03
证券研究报告:金融工程报告 发布时间:2025-07-08 研究所 分析师:肖承志 SAC 登记编号:S1340524090001 Email:xiaochengzhi@cnpsec.com 研究助理:冯昱文 SAC 登记编号:S1340124100011 Email:fengyuwen@cnpsec.com 近期研究报告 《低估值高盈利,基本面表现占优—— 中 邮 因 子 周 报 20250706 》 - 2025.07.07 《基于宏观经济状态划分的 BL 模型与 ETF 实践》 - 2025.07.01 《反转风格显著,小市值回撤——中 邮因子周报 20250622》 - 2025.06.23 《关注基本面支撑,高波风格占优— —中邮因子周报 20250615》 - 2025.06.16 《结合基本面和量价特征的 GRU 模 型》 - 2025.06.05 《Claude 4 系列发布,谷歌上线编程 智能体 Jules——AI 动态汇总 20250526》 - 2025.05.27 《谷歌发布智能体白皮书,Manus 全面 开放注册——AI 动态汇总 20250519》 - 2025.05.20 《证监 ...
这款“逆天”电池充满电仅需18秒!已经量产装车!背后藏着什么黑科技?
电动车公社· 2025-07-07 15:53
关注 「电动车公社」 和我们一起重新思考汽车 今年 3 月份,比亚迪发布"兆瓦闪充"时, 最高1000kW的充电功率、5分钟补能400km, 不知刷新了多少人的认知。 但你敢相信吗?这块充电倍率10C的电池,远没到充电速度的极限。 就在前段时间,英国公司 RML 集团研发了一款名为 VarEVolt 的电池系统。其最高充电倍率,竟然高达200C! 这也就意味着, 理论上从 0 充满,只需 18 秒的时间! 如此恐怖的充电速度,对目前市面上所有在售的电动车产品,绝对称得上降维打击。 不仅如此,官方还宣称这款电池的 功率密度达到了 6kW/kg, 同样是个非常逆天的数字。 相比之下,常见的三元锂电池功率密度一般在 1-2kW/kg(一块500kg的电池包放电功率能达到1000kW就很不错了) ,而 VarEVolt 电池 是它的 3 倍还 多! 可以说, VarEVolt 电池 无论充电速度还是放电能力,都做到了目前市面上量产电动车无法匹敌的程度,甚至都有点 "物理学不存在" 了的味道。 更离谱的是,在不久之前 VarEVolt 电池 获得了英国 UN ECE Regulation 100 认证, 具备量产资格。 ...
Best Momentum Stock to Buy for July 7th
ZACKS· 2025-07-07 15:00
Here are two stocks with buy rank and strong momentum characteristics for investors to consider today, July 7th:Verona Pharma (VRNA) : This company which is focused on developing and commercializing innovative therapeutics for the treatment of patients burdened with chronic respiratory diseases with significant unmet medical needs, has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 37.5% over the last 60 days.Verona Pharma’s shares gained 69% ...