整理 | 美股研究社 在这个快速变化的时代，人工智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和价 值 分 析。 A I 快 报 1.7月21日，据媒体报道， 苹果与蚂蚁集团或将在医疗健康领域展开合作 ，据悉，在最新上线的 蚂蚁健康应用AQiOS版中，已支持与iPhone、AppleWatch打通，硬件数据叠加AI分析，为用户 提供个性化健康评估与指导。AQ还将与AppleWatch合作，基于其安全功能开发诸如"跌倒检测 的紧急救援"等多种创新服务能力，并持续为中国用户开发更多AI健康应用及服务。 3. 马斯克推出"AI 男友"Valentine，此前Grok已经推出"AI女友"Ani。 7月18日，马斯克在自 家社交平台X宣布，"明天Grok发布'AI 男友'Valentine预告视频。情人节（直译：Valentine的 日子）在一周内到来。他会让你心跳加速。"17日，马斯克公布了关于Valentine的信息：该"AI 男友"以海因莱因的小说《异乡异客》中的主人公命名。他还表示，人工智能名称"Grok"就是在 ...

Suite of digital workers will automate resource-intensive workflows, empowering banks to more effectively fight financial crimeNEW YORK, July 21, 2025 (GLOBE NEWSWIRE) -- Nasdaq Verafin today announced the launch of the Agentic AI Workforce, a suite of digital workers that will deliver a step change in the way banks conduct anti-money laundering (AML) compliance by automating low-value, high-volume compliance processes. Building on the successful adoption of its GenAI Entity Research Copilot, Nasdaq Verafin ...

就在 5 月 30 日凌晨， Redis 之父 antirez 写了一篇文章，他认为「人类程序员仍比 LLM 更胜一筹」 。 7 月 20 日，他又写了一篇文章，分享了对 LLM 编程的最近看法。 一年半前，我写过一篇题为《2024 年初的 LLM 与编程》的博客。当时，我就发现 LLM 已经很有用了，但在 这一年半里，它们的进步彻底改变了整个局面。然而，要充分利用它们的能力，与 LLM 交互的人类必须具备 某些特质并遵循特定的做法。下面我们就来探讨这些内容。 多数情况下拒绝"氛围编程" 以下是原文翻译： 2025 年夏天，与 LLM 并肩编程（最新进展） 像 Gemini 2.5 PRO 这类前沿的大语言模型（LLM），不仅对众多领域有着广泛的理解，还能在几秒内掌握数 千行代码，它们能够拓展并增强程序员的能力。只要你能清晰地描述问题，并且愿意在与 LLM 协作过程中进 行必要的反复沟通，就能取得惊人的成果，例如： 1、在代码触及任何用户之前消除你引入的 bug：我在 Redis 的 Vector Sets 实现中就有这样的经历。最终我 肯定能消除所有 bug，但很多 bug 通过 Gemini/Claude ...

智通财经APP获悉，2025年7月16日，中国医药工业百强企业好医生药业集团有限公司（以下简称"好医生集团"）与医学人工智能的创新领导者杭州全诊 医学科技有限公司（以下简称"全诊医学"）正式宣布达成战略合作，并现场签署了战略合作协议。 图：好医生集团与全诊医学战略合作签约 作为战略合作的一部分，好医生集团与全诊医学将通过共同投资成立的合资公司，面向基层医疗市场，提供全套医疗管理信息系统（HIS）、医学AI大模 型（LLM）和系列化医疗智能体（Agent）。该合作将深度融合好医生集团覆盖全国基层医疗终端的市场网络与全诊医学领先的人工智能大模型训练、研 发和应用能力，共同致力于为全国近百万的基层医疗机构开发和部署世界领先的AI解决方案，切实提升基层诊疗能力、服务效率和管理水平。 同时，基于全诊医学在全国等级医院市场医学AI大模型的领先布局，好医生集团宣布参与全诊医学新一轮融资，并开放其多年积累的等级医院等公共卫 生体系产品和市场资源，作为战略投资人助推全诊医学快速发展壮大。 好医生集团董事长耿福能先生、全诊医学创始人薛翀博士出席签约仪式，好医生集团总助沈咏梅女士、好医生云医疗首席财务官兼董事会秘书杨宁先生、 全诊 ...

文：韦亚军 摄影：Bob君 她曾参与策划了罢免Sam Altman的行动，但后来态度出现反转。 近日，AI创业公司 Thinking Machines Lab（思维机器实验室，以下简称：TML）宣布完成20亿美元 （约合144亿元人民币）种子轮融资，投后估值120亿美元，创下全球风投史上最大单笔种子轮融资纪 录。 此轮领投方为知名VC机构a16z创投，英伟达、AMD、Accel、ServiceNow、思科、简街资本（Jane Street）等知名VC和大厂跟投。 TML公司创始人就是OpenAI前CTO米拉·穆拉蒂，卷入过OpenAI内斗。她 曾参与策划了罢免Sam Altman的行动，但后来态度出现反转。这一点留在文末展开讲。 按照TML规划，此次融资款主要用于算力采购、人才招募及多模态大模型预训练。目前，TML已与 Google Cloud签订多年期GPU/TPU采购协议，合同金额未披露。 今年6月份有市场消息称，其估值还仅为100亿美元。没想到短短一个左右的时间，最终交割价格就被抬 升至120亿美元，溢价20%。 公司还是0产品， 却估值120亿美元 TML正式创立于今年2月份，公司仍处于"隐形模式"， ...

This was an experiment btwOpinions are valuable (sometimes) - and I do think opinion markets are an interesting idea now that we’re building out data analytics platforms that can support them.Ppl love being early (and/or right) about controversial or new opinions. Things like Tweem have already shown that here.Curious to see market appetite for @opinionsdotfunIcoBeast.eth🦇🔊 (@beast_ico):Moonbirds are more likely to hit ATHs again than apes or azukisNone are likely, but Moonbirds actually have a chance ...

Group 1: Nvidia - Nvidia shares are near new highs following the U.S. government's approval to resume sales of its H20 chip in China, which could unlock billions in quarterly revenue [4] - Analysts expect Nvidia to report $200 billion in revenue for the year, a 53% increase over fiscal 2025, with the resumption of H20 sales likely raising near-term revenue and earnings estimates [5][6] - Nvidia's China business could significantly grow, with planned H20 orders of $8 billion in fiscal Q2 before restrictions [7] - Quarterly adjusted non-GAAP earnings growth is expected to accelerate to 47% year over year in fiscal Q2, with further growth anticipated in subsequent quarters [8] - Nvidia is positioned for high growth rates due to investments in AI infrastructure, with projected revenue growth of 21% annually, reaching $342 billion by fiscal 2030 [10][11] Group 2: Microsoft - Microsoft reported strong demand for AI services in its enterprise cloud business, contributing to its stock reaching new highs [13] - Azure, Microsoft's cloud platform, grew 33% year over year, with 16 percentage points of growth driven by AI services [14] - The company is expanding its data center capacity, opening 10 new data centers across 10 countries to support AI investments [15] - Microsoft Copilot, an AI-powered assistant, has seen a threefold increase in corporate customers, indicating strong market demand [16] - Analysts estimate Microsoft will report $279 billion for fiscal 2025, with an expected annualized growth rate of 13% over the next four years [18]

Core Insights - Nvidia has become the world's first $4 trillion company, driven by significant investments in AI infrastructure and its GPUs [1][2] - Nvidia faces challenges from competitors improving their price performance and its major customers developing custom silicon for AI applications [2][6] - Microsoft is positioned to potentially reach a $4.5 trillion market cap, with strong growth in Azure cloud computing and AI tools [3][12] Nvidia's Market Position - Nvidia is the leader in AI chip development, supported by advanced technology and proprietary software like CUDA [5] - Major customers like Meta and Microsoft are reducing reliance on Nvidia by developing their own chips for AI training [6][7] - Despite challenges, Nvidia's position is currently secure, especially with the U.S. reversing its ban on certain chip sales to China, which is expected to boost earnings [9][10] Microsoft as a Competitor - Microsoft is the closest competitor to Nvidia, with a market cap of approximately $3.8 trillion and potential for growth [12] - Analysts are optimistic about Microsoft's Azure revenue growth, driven by demand for AI computing power [13][14] - The potential of Microsoft's Copilot Studio could enhance its enterprise software offerings and increase cash flow for further investments [15][16] Valuation Perspectives - Nvidia's stock trades at a premium, nearing 40 times forward earnings estimates, which may limit its growth compared to other AI companies [10] - Microsoft shares are also considered expensive at about 33 times forward earnings, but this is justified by its leadership in AI and cloud computing [16] - Oppenheimer analysts have updated Nvidia's price target to $200 per share, suggesting a market cap of $4.9 trillion, but Microsoft is viewed as a more attractive investment at current prices [17]

Over the next couple of weeks, many of America's largest technology companies will report their operating results for the recent quarter, which ended on June 30. They will update investors on their financial performance, and also their progress in the artificial intelligence (AI) space, which is creating an incredible amount of value at the moment.For Microsoft (MSFT -0.33%), June 30 marked the end of its fiscal 2025 fourth quarter and full year, and it's scheduled to report those results on July 30. Invest ...

这一变革最为直观的影响体现在产品设计师的工作流程上。以往，设计师需要为产品的每一个界面精心制作原型，而现在，有了生成式AI的助力，这一 流程发生了翻天覆地的变化。微软数字工作室的首席设计师亚尼斯·帕尼亚拉斯形象地比喻道："这就像是在创作一本'活页书'，每一页都在不断变化 中。"在用户体验的关键节点，AI成为了名副其实的"指挥家"，引导设计师跳出传统框架，拥抱由AI主导的非确定性设计风格。 帕尼亚拉斯进一步解释，设计AI驱动的产品与传统桌面或移动应用有着本质的不同。在与设计师、项目经理和开发人员的日常交流中，他深刻感受到， 在这种全新的场景下，各个产品开发环节之间的协同方式亟需重新定义。微软数字工作室采用Fluent AI设计语言，结合大型语言模型（LLM）驱动的 Copilot，以及精简的图形界面和动态生成的情境卡片，实现了界面元素的"即时响应"，与生成式流程完美契合。设计师的工作重心因此从标准的UI设计转 向了提示词的表达逻辑、动态自适应卡片的设计，以及在用户体验场景中寻求一致性。 这一转变不仅限于设计流程本身，更深刻地影响了整个产品开发团队的协作方式。借助AI，团队能够快速对齐计划与目标，打破了传统线性工 ...