在刚刚过去的半年，生成式AI的发展节奏悄然切换了频道。我们从投资人对估值的口风变化里察觉了 这一点，从创业者对产品设计语言的更新里也发现了端倪。这并不是又一次"模型换代"的技术热潮，而 是一场更本质的跃迁——从拼工具到拼交付，从参数军备到闭环实战。 我们把这场结构性转向称为"Agentic AI的崛起"，也正是在这个时间节点上，非凡资本联合火星加速器 将于7月18日举办「2025年度生成式AI全球化高峰论坛暨Go Global AI 100年度评选」，同时非凡学堂 也特地为AI应用创始人准备了7月19日～7月20日的AI 应用创业增长实战课，邀请头部 AI 应用创始人与 资深出海顾问，从 PMF 打造、全球 GTM、流量闭环到资本路径四条战线拆解实战方法论。 一· 什么是真正的"Agentic AI时刻"？ Agent，从来不是一个新词。但"Agent-as-a-Service"的热度飙升，标志着AI正在进入一种全新的产业范 式： 这一变化背后的信号非常清晰： 从"工具"到"同事"，从"插件"到"分身"，Agentic时代不再停留在科研设想，而是正在成为商业现实。 二· 非凡视角：为什么我们要做这场双轨论坛？ ...

MUNICH, July 09, 2025 (GLOBE NEWSWIRE) -- Xometry, Inc. (NASDAQ: XMTR), the global AI-powered marketplace connecting enterprise buyers with suppliers of manufacturing services, announced the launch of its Teamspace solution in Europe, UK and Turkey. Teamspace is a cloud-based solution within the Xometry platform that enables customers to collaborate with other users on projects and custom part orders. Since its launch in the US, Teamspace has seen success with over 7,000 teams created as of Q1 2025. This gl ...

Core Viewpoint - Wall Street analyst Dan Ives of Wedbush maintains a bullish outlook on Microsoft, raising the price target from $515 to $600, suggesting a potential gain of over 22% [1][2] Group 1: Market Position and Growth Potential - Microsoft is projected to reach a $5 trillion market cap within the next 18 months, requiring a 39% increase from its current value of approximately $667 [2] - The company's leadership in artificial intelligence (AI) and cloud computing is expected to drive this valuation, with retail investors potentially justifying a premium for shares [3] - Ives describes Microsoft as being in the early stages of an "AI Revolution," which is anticipated to reshape enterprise technology over the next decade, particularly through its Azure cloud platform [4] Group 2: Financial Performance and Projections - Azure revenue grew by 33% year-over-year, indicating strong growth potential as businesses increasingly integrate AI into their operations [5] - Ives estimates that around $1 trillion in enterprise and government IT budgets will shift towards cloud and AI infrastructure over the next three years, with Microsoft positioned to capture a significant share of this spending [5] Group 3: Strategic Partnerships and Risks - Microsoft has invested over $13 billion in OpenAI, integrating its GPT models into Azure and productivity tools, which are expected to generate new revenue streams [7] - However, there are concerns regarding the durability of the partnership due to disagreements over intellectual property and revenue sharing [8] Group 4: Competitive Landscape and Valuation Concerns - Competitors like Amazon and Alphabet are attempting to challenge Azure's growth, which could impact Microsoft's stock valuation [9] - Currently, Microsoft trades at approximately 38 times forward earnings, a premium compared to its 10-year historical average of around 24 times [9] - While the premium is justified by the potential for AI-driven revenue growth, any slowdown in growth could affect the stock price sustainability [10] Group 5: Stock Performance and Technical Analysis - The 12-month stock price forecast for Microsoft is $521.14, indicating a 5.91% upside based on 33 analyst ratings [11] - The stock has struggled to break above its all-time high near $450, suggesting a possible consolidation phase [12] - If the stock cannot maintain support in the $430–$440 range, a pullback towards the 50-day moving average around $420 may occur [12]

智通财经APP获悉，欧洲企业正面临一个始料未及的棘手难题：如同长期依赖美国军事力量一样，它们 的数字化命脉如今系于美国云计算巨头。那些用于存储数据和运行关键软件的服务器与数据中心网络， 几乎被亚马逊(AMZN.US)、微软(MSFT.US)和谷歌(GOOGL.US)这三家被称为"超大规模云服务商"的美 国企业牢牢掌控。 对企业CEO乃至政府而言，这种依赖正变得日益危险。特朗普政府与欧洲关系微妙，而美国法律允许华 盛顿在特定情况下获取存储在超大规模云服务商中的外国数据。但残酷的现实是：挣脱这种依赖谈何容 易。 根据意大利前总理马里奥·德拉吉关于欧盟竞争力的一份报告，亚马逊(AMZN.O)、微软(MSFT.O)和 Alphabet旗下谷歌(GOOGL.US)占据了欧盟云计算市场约三分之二的份额。这很大程度上源于这些万亿 市值科技巨头有能力斥巨资建设海量数据中心，从而提供可靠且价格相对低廉的服务。 原因显而易见：美国政府理论上可通过两条法律途径获取超大规模云服务商存储的欧洲数据。法院可向 云服务商发出命令，要求其移交客户数据以协助刑事调查;此外，《外国情报监视法》(FISA)第702条赋 予美国国家安全局通过特别法 ...

Core Viewpoint - Apple is planning to adjust its App Store rules in response to a €500 million fine imposed by EU regulators, aiming to demonstrate goodwill and prevent future penalties [1][3] Group 1: Regulatory Actions - Apple is set to submit a new proposal to the EU by June 26, which will ease restrictions for third-party developers, allowing them to direct users outside of Apple's ecosystem for software purchases [1] - The proposal comes after weeks of intense negotiations between Apple and EU regulators, and it aims to help Apple avoid additional penalties for non-compliance with the Digital Markets Act [1][3] - In April, both Apple and Meta were found in violation of the Digital Markets Act, with Apple receiving a €500 million fine and Meta facing a €200 million fine for its "pay or agree" ad-free service on Instagram and Facebook [3] Group 2: Apple's Response and Legal Actions - Apple has expressed strong opposition to the EU's fine, claiming discrimination and an attempt to force the company to open its core technologies for free [3] - The company plans to appeal the €500 million fine in the Luxembourg court [1] - In the past, Apple has faced significant fines from the EU, including an €1.8 billion penalty for anti-competitive practices against music streaming competitors [3] Group 3: EU's Broader Regulatory Landscape - The EU has been actively enforcing antitrust regulations against major tech companies, with notable fines including over $8 billion against Alphabet and a demand for Apple to repay €13 billion in taxes to Ireland [3] - The EU has also compelled Amazon to modify its e-commerce platform rules and is investigating Microsoft's Teams software for potential antitrust violations [3]

Group 1 - Microsoft is planning substantial job cuts in its Xbox division as part of an ongoing reorganization, marking the fourth downsizing in 18 months [1] - The company has been reducing its workforce over the past two years to streamline processes and improve efficiency, with nearly 6,000 layoffs announced in May 2023 [4][7] - Executives in the gaming unit are under pressure to increase profitability following the $69 billion acquisition of Activision Blizzard in 2023 [9] Group 2 - The layoffs began in 2023 as the tech sector adjusted after over-hiring during the pandemic, with Microsoft cutting 10,000 jobs in response to macroeconomic conditions [7] - Microsoft has faced legal challenges regarding its acquisition of Activision Blizzard, but recently won a legal battle against the Federal Trade Commission [10]

SALT LAKE CITY, UT, ROCHESTER, NY, MONTREAL, LONDON, June 25, 2025 (GLOBE NEWSWIRE) -- CallTower, a global leader in delivering unified communications, contact center, and collaboration solutions, is proud to announce the launch of Entra Sync, an advanced provisioning and management platform built to automate and simplify the Microsoft Teams experience for IT administrators and communication professionals. Entra Sync serves as a “mission control center” for Microsoft Teams user management, offering a seamle ...

Meta is pushing back against a ban on WhatsApp from government devices.The Chief Administrative Officer (CAO) of the U.S. House of Representatives told staffers on Monday that they are not allowed to use Meta's popular messaging app. The CAO cited a lack of transparency about WhatsApp's data privacy and security practices as the reason for the ban, according to a report by Axios that cited an internal email from the government office.The CAO told House staff members in the email that they are not allowed to ...

不过，报告虽然多次强调AI代理人的重要性，却并未提及这些工具可能会对人类岗位带来的冲击。 这份报告基于全球数以万亿计、经过匿名处理的Microsoft365用户行为数据，发现每天早上 6 点上线的 人中有40%已经在查看邮件、规划当天的事务。而公认最具生产力的时间段——上午 9 点到 11 点、下 午 1 点到 3 点，却被各种会议占满，导致员工无法专注于高效任务。上午 11 点还是消息高峰期，实时 聊天、日程会议、频繁切换应用让人应接不暇。 更令人忧心的是，"加班文化"愈演愈烈。与去年相比，晚上 8 点后举行的会议增长了16%。平均每位员 工在下班时间之外仍发送超过 50 条消息，到晚上 10 点时，仍有近三成（29%）的员工在查看邮件。 而本应属于休息的周末也没逃过"办公侵袭"：约有20%的员工在周六、周日前中午就开始处理邮件，超 过5%的人在周日晚上依然在发邮件。 数据显示，普通微软 365 用户每天平均要应对 117 封邮件和 153 条Teams消息，几乎每两分钟就会被会 议、邮件或通知打断一次。难怪近一半员工，以及超过一半的管理层都表示工作节奏混乱、碎片化严 重。 对此，微软提出：人工智能可能是终 ...

Core Viewpoint - The German state of Schleswig-Holstein is transitioning away from Microsoft products to open-source software to regain control over data and ensure digital sovereignty amid rising US-EU tensions and concerns over the power of major tech companies [3][4][6]. Transition to Open-Source Software - Schleswig-Holstein plans to replace Microsoft Office programs like Word and Excel with LibreOffice and Open-Xchange for emails and calendars, with a complete switch to the Linux operating system in the coming years [5][8]. - The shift will impact approximately 30,000 public servants initially, with plans to extend to around 30,000 teachers in the future [4]. Economic Considerations - The move to open-source software is expected to save Schleswig-Holstein tens of millions of euros, as investing in alternatives and training staff is often cheaper than Microsoft licensing fees [10][11]. - The state aims to avoid unexpected costs associated with mandatory updates from Microsoft, which can financially strain public bodies [10]. Global Interest and Trends - The geopolitical climate, particularly the war in Ukraine, has heightened awareness of digital dependencies, prompting interest in Schleswig-Holstein's approach from other regions [8][10]. - Other public entities, such as France's gendarmerie and India's defense ministry, have successfully adopted open-source systems, indicating a growing trend [13]. Legislative Support - The EU's "Interoperable Europe Act," which encourages the use of open-source software, may further drive this trend, potentially leading to more administrations adopting similar practices in the next few years [14].