以下文章来源于IN咖 ，作者聪明投资者 IN咖 . 多视角关注优秀投资人和企业家 " 你要是能预测特朗普，那你本事可不小。 " 这是斯坦 · 德鲁肯米勒（ Stan Druckenmiller ）在 2019 年一场小型闭门交流中半开玩笑地说的一句话。 话音落地，台下笑声一片。 而坐在他身边对话主持人正是斯科特 · 贝森特（ Scott Bessent ），六年后的今天，他是特朗普 2.0 政府 的财政部长，超级核心成员。 贝森特对德鲁肯米勒的认可是毫不掩饰的。 他在去年的一场访谈中就公开表示，"索罗斯做过最伟大的投资，就是发现了斯坦·德鲁肯米勒"。他还说， 多年来，两人保持着每周通话的习惯，彼此信任、互为镜鉴。 等贝森特出去转悠一圈回归索罗斯基金，则担任了 5 年首席投资官。 得说，两人之间的默契和交情，确实在这场对话中展露无遗。 这场谈话进行于 2019 年 6 月，也是研究斯坦·德鲁肯米勒不容错过的视频资料之一。 有意思的是，当时的话题跟当下十分相似，集中在时任总统第一任期的特朗普，他的关税政策，以及美联储 的措施等等。 一开场的问题就拉回到德鲁肯米勒最擅长的领域，即货币政策，毕竟按照他自己的说法， " ...

本文来自微信公众号：APPSO，作者：appso，题图来自：AI生成 不开玩笑，ChatGPT 真的能救命。 最近 Reddit 上一位用户发帖称，他们朋友几人骑着 ATV（越野沙滩车）在一片未标记的森林小路迷路了 5 个小时，尝试了 Google Maps，Polaris，ATV 专 用地图应用……结果都没用，因为这些地图只会显示主干道。 后来有人开始求助 ChatGPT：每隔几分钟就把 GPS 坐标发给它，结果 GPT 回复了清晰的指南针指示、道路名称和地形信息，最后顺利引导他们安全回 家。 那这样看来，"导航克星"重庆的"8D 魔幻交通"是不是也有救了？ 不过在此之前，我们想确认一个问题：ChatGPT 这次成功是"幸存者偏差"吗？比如评论区有不少网友质疑并提出 AI 幻觉的风险。还是说它真的能有效应 用于户外导航任务？ 在野外导航，AI 能比 Google Maps 更好用？劝你留个心眼 X 博主 Rohan Paul 发帖称，现在已经有很多研究证明，使用大语言模型来进行户外导航，效果甚至比传统地图还要好。 比如，今年 5 月份发表在 Translational Vision Science & Te ...

Still, how you doing. Good to meet you. Nice to meet you.So, um, as Max mentioned, got glasses here. We start with, um, the foundation of great glasses, something stylish, lightweight, wearable, and we say, how can we build great technology and experiences on top of that. One of the core tenants of the Android XR platform, this idea of a multimodal conversational device, see what you see, what you hear.So, we've got a camera, you've got speakers, multiple microphones for speaker isolation. I'll give you a c ...

LONGBOAT KEY, Fla., June 12, 2025 (GLOBE NEWSWIRE) -- Rumble (NASDAQ:RUM), the video-sharing platform and cloud services provider, today named its first-ever Chief Marketing Officer, Ben Torres Ezrick, a marketing leader with a career spanning the tech, content, and agency sectors. As the company’s first CMO, he will be vital to Rumble’s aggressive efforts to grow new audiences and customer bases as a content-rich video platform, cloud provider, and future home of a non-custodial crypto wallet. Ezrick most ...

Core Insights - The artificial intelligence (AI) boom is ongoing, with executive teams eager to leverage the technology while employees express concerns about job impacts. Investors are actively seeking profitable opportunities in this trend [1] Group 1: Company Overview - Alphabet has been a pioneer in AI, transitioning from a mobile-first to an AI-first approach as early as 2015, showcasing its foresight in the tech landscape [3] - The company has utilized machine learning since 2001, indicating a long-standing commitment to AI technology [4] - Recent advancements include AI applications in various platforms such as Search, Maps, and YouTube, enhancing user experience [5] Group 2: AI Developments - Alphabet announced the upcoming release of Agent Mode, which can perform complex, multistep tasks, further demonstrating its commitment to AI innovation [6] - Google Cloud is positioned as a significant growth market, especially as companies increasingly integrate AI into their operations [7] Group 3: Financial Performance - In Q1 2025, 74% of Alphabet's revenue, amounting to $67 billion, was derived from digital advertising, with AI playing a crucial role in automating ad campaigns [8] - Despite capital expenditures of $53 billion in 2024, Alphabet generated $73 billion in free cash flow, indicating strong financial health [10] - The current valuation shows shares trading at a forward price-to-earnings ratio of 17.5, representing a 22% discount to the S&P 500, making it an attractive investment opportunity [11]

2025 年 05 月 28 日 —计算机行业点评报告 推荐(维持) 事件 分析师：宝幼琛 S1050521110002 baoyc@cfsc.com.cn 联系人：谢孟津 S1050123110012 xiemj@cfsc.com.cn 行业相对表现 | 表现 | 1M | 3M | 12M | | --- | --- | --- | --- | | 计算机(申万) | 0.4 | -12.3 | 31.0 | | 沪深 300 | 1.4 | -1.4 | 6.3 | 券 研 究 报 告 Alphabet（GOOG.O）：Gemini 驱动 AI 商业化 加速，多元生态协同释放增长潜力 市场表现 -40 -20 0 20 40 60 80 (%) 计算机 沪深300 资料来源：Wind，华鑫证券研究 相关研究 1、《计算机行业周报：Claude4 模 型技术升级，天工超级智能体开启 AI 办公新纪元》2025-05-27 2、《计算机行业点评报告：Meta 广告主业稳健增长，AI 与可再生生 态协同驱动长期价值提升》2025- 05-22 3 、 《 计 算 机 行 业 点 评 报 告 ： Spotify ...

20 May 2025 | 5:37PM EDT Alphabet Inc. (GOOGL) Google I/O 2025: Alphabet Accelerates Pace of AI Innovation, Led by Gemini | | | Building off of its AI progress over the past several years, Google's I/O Keynote (kicking off its annual multi-day developer conference) showcased a number of new products, services and features across its suite of products (Search, YouTube, Gmail, Maps, Workspace, Google Cloud, Android/Pixel & Gemini), progressing toward the company's long-term vision of having Gemini AI capabili ...