第五届RISC-V中国峰会于2025年7月16至19日在上海张江科学会堂隆重举办，本届峰会设置1场主论 坛、9场垂直领域分论坛、5场研习会、11项同期活动，以及4,500平方米未来科技展览区，汇聚数百家 企业、研究机构及开源技术社区参会。 高效调试功能：支持快速内存访问，最小化调试开销，并能通过DMA技术大幅提升调试速度。 先进的追踪能力：提供周期精确的指令追踪，并支持多种追踪模式（如跳转模式、分支预测、隐式返回 模式）。 可扩展性：适用于从单一核到整个系统的调试，支持多芯片设计，并为每个芯片提供嵌入式分析和功能 监控。 验证和集成：与UVM验证环境集成，确保硬件IP模块和SoC组件正确连接，支持高效的测试和验证过 程。 在7月18日的EDA分论坛上，西门子EDA客户技术经理李一凡，芯来科技建模工程师徐子泰，晶心科技 软件工程师颜敬哲，思尔芯软件工程师杨德豪，新思科技应用工程师范宇杰，Breker Verification System 创始人,CTO ,Adnan Hamid，中国科学院计算所副研究员解壁伟，等诸多业界杰出的工程师，分别从 RISC-V系统设计的高效调试，加速RISC-V系统设计仿真优化、验 ...

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Aleksander Peterc +33 1 57 29 45 25 aleksander.peterc@bernsteinsg.com 7 July 2025 Global Semiconductors and Semiconductor Capital Equipment Global Semis: May 2025 WSTS Tracker - Sales up 9.5% MoM, slightly better than typical (+8.2% MoM) & up 18.5% YoY Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Mark Li +852 2123 2645 mark.li@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Zheng Cui +852 21 ...

Company Overview - BGSF shares increased by 12.9% to $6.31 in the last trading session, with a notable trading volume, and have gained 25.6% over the past four weeks [1] - The company has agreed to sell its Professional Division to INSPYR Solutions for $99 million in cash, which includes IT consulting, finance & accounting, managed solutions, and near/offshore software services [1] Earnings Expectations - BGSF is expected to report break-even quarterly earnings per share (EPS), reflecting a year-over-year change of +100%, with revenues projected at $66.5 million, a decrease of 2.4% from the previous year [2] - The consensus EPS estimate for BGSF has been revised 100% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [3] Industry Comparison - BGSF is part of the Zacks Business - Services industry, where another company, Crawford & Company B, saw its stock rise by 2.2% to $10.19, but has returned -0.9% over the past month [3] - Crawford & Company B's consensus EPS estimate remains unchanged at $0.24, representing a -4% change compared to the previous year, and holds a Zacks Rank of 3 (Hold) [4]

Core Viewpoint - Intuitive Machines' recent stock price decline presents a potential buying opportunity for new investors despite its previous high valuation [3][10]. Company Overview - Intuitive Machines is recognized as a pioneering space company, notably for being the first private entity to successfully land a spacecraft on the moon [5]. - The company has completed two moon landings, both of which had partial success, and has secured contracts with NASA for two additional landings in 2026 and 2027 [6]. Revenue and Contracts - The company received $132 million for its first moon landing and $122 million for the second, with a third mission priced at $87 million, potentially increasing with commercial customer contributions [7]. - A significant contract with NASA worth $4.8 billion over ten years for building a Near Space Network is expected to generate $480 million annually, which is four times the value of a lander contract [8]. Valuation Insights - Intuitive Machines reported $217 million in revenue last year, suggesting a market valuation of less than $880 million based on typical space stock valuation metrics [10]. - Current market capitalization estimates range from $1.3 billion to as high as $2 billion, indicating a potential undervaluation [10][12]. - Future revenue projections, assuming continued contracts and operations, could lead to a valuation of $2.4 billion, even under unprofitable conditions [12].

Group 1: NearLink Technology - NearLink is a new generation of short-range wireless communication technology from China, aiming to innovate in short-distance communication and industry ecology [1] - The Star Flash SLE national standard is expected to be officially released this year, and the Star Flash SLB technology has become the only wireless technology that meets multi-channel high-definition video transmission requirements [1] - The technology has six leading capabilities: low latency, high throughput, high concurrency, high reliability, anti-interference, and precise positioning, positioning it to compete with Bluetooth and Wi-Fi [1] Group 2: AI in Education - AI-assisted college entrance examination volunteer filling services are gaining popularity, leveraging data and intelligent advantages to provide personalized decision support for students [2] - Over 10 million users utilized AI volunteer assistants on the day results were announced last year, with expectations for significant growth in users this year [2] - The trend towards AI volunteer filling represents information equality, benefiting companies involved in this sector [2] Group 3: AI and AR Glasses - The world's first mass-produced consumer-grade AI+AR glasses, Rokid Glasses, have officially started production with 250,000 pre-orders [3] - The glasses weigh approximately 49 grams and feature Qualcomm's Snapdragon AR1 platform, integrating various AI models for functionalities like real-time translation and smart prompting [3] - IDC predicts that global AR device shipments will exceed 40 million units by 2025, with the consumer market accounting for over 60% [3] Group 4: Rare Earth Research - A Chinese research team has successfully synthesized rare earth triple-bond compounds, challenging traditional understandings of rare earth element bonding capabilities [4] - This breakthrough provides new experimental evidence and theoretical support for the development of rare earth chemistry [4] Group 5: Financial Technology Initiatives - The People's Bank of China has introduced a three-year action plan to enhance financial technology, focusing on data utilization to support financial digital transformation [5] - The plan aims to guide financial institutions in leveraging vast data resources to enhance their foundational capabilities [5] Group 6: Chemical Industry Trends - The chemical sector is experiencing increased activity due to rising prices of H-acid and active dyes, alongside stricter environmental regulations [6] - Companies in the dye and chemical sectors are seeing stock price increases, with expectations for a rebound in demand and pricing in the second half of the year [6] Group 7: Macro and Industry News - A grand military parade featuring domestically produced main battle equipment will take place on September 3, showcasing advancements in traditional and new combat capabilities [6] - The Ministry of Commerce has announced initiatives to promote the consumption of new energy vehicles, integrating various automotive market activities [6] - The World Economic Forum's 2025 New Champions Annual Meeting is being held in Tianjin, focusing on renewable energy development and smart grid investments [7]

6月20日，一年一度的华为开发者大会在华为东莞松山湖园区开幕。华为常务董事、终端BG董事长余承东以"鸿蒙世界 万象新生"为主题进行了开幕演 讲。 他分享道："如今Open Harmony开源代码行数已经达到1.3亿行、社区贡献者达到8786个、开发的软件产品达到1200余款、发行版已达到69款。" 本届大会上，华为正式推出了HarmonyOS 6 Beta版，官宣向开发者开放，并官宣了包括智能体框架和代码工具DevEco CodeGenie在内的、针对开发者的全 新服务或功能。 此外，盘古大模型5.5也正式发布，并对自然语言处理，多模态等5大基础模型全面升级。 HarmonyOS 6 Beta版开放，将支持AI智能体框架 本届华为开发者大会的最大看点是HarmonyOS 6 Developer Beta将正式面向开发者启动。余承东用三个词总结了HarmonyOS 6的特点，"更智能、低时延、 更开放"。 据官方分享，本次更新中鸿蒙的"诚意"主要体现在，智能体相关的AI原生功能开放，以及通过各类开发者套件来进一步降低开发门槛。 开幕演讲中余承东官宣，HarmonyOS 6 将开放HMAF鸿蒙智能体框架（Harm ...

Core Viewpoint - The project "Mathematical Research on Flow Transition Mechanism," led by scholars Zhang Zhifei and Wei Dongyi from Peking University, has been nominated for the 2025 National Natural Science Award in China [1][2]. Group 1: Project Details - The project is nominated by prominent mathematicians including Huang Feimin from the Chinese Academy of Sciences, Li Jiayu from the University of Science and Technology of China, Zhang Xu from Sichuan University, Fan Huijun from Wuhan University, and Lei Zhen from Fudan University [2]. - The main contributors to the project are Zhang Zhifei and Wei Dongyi, both affiliated with Peking University [2]. Group 2: Scholar Recognition - Wei Dongyi, known as "Wei Shen" among netizens, has gained significant attention on social media, amassing over 24 million followers [3]. - The leadership at Peking University's Mathematics Science Institute and the Beijing International Center for Mathematical Research has expressed a desire to maintain a conducive environment for Wei Dongyi's academic work [3]. Group 3: Recent Research Contributions - Wei Dongyi, along with Zhang Zhifei and Shao Feng, published a paper titled "On blow-up for the supercritical defocusing nonlinear wave equation" in the prestigious journal "Forum of Mathematics, Pi" [5]. - This research addresses the blow-up phenomenon in supercritical defocusing nonlinear wave equations, proving the existence of smooth solutions that blow up in finite time under certain conditions [5]. Group 4: Academic Background - Wei Dongyi, 33 years old, has been engaged in research and teaching at Peking University since his graduation [6]. - He is recognized for his exceptional abilities in mathematical analysis and computation, focusing on partial differential equations and geometric analysis [6].