Key Takeaways CDNS stock is up 24% in three months, nearing its 52-week high amid AI tailwinds. CDNS is poised to gain as clients boost investment in AI-driven automation and next-gen designs. 2025 revenue guidance is raised to $5.15B-$5.23B, with non-GAAP EPS now forecasted between $6.73 and $6.83.Cadence Design Systems (CDNS) stock has rallied 23.8% over the past three months. The stock closed last trading session at $322.66 and is now closer to its 52-week high of $330.09.  Image Source: Zacks Investme ...

模型应用、具身智能深入垂直场景 在模型应用领域，西门子将在国内首秀Industrial Copilot西门子人工智能工业助手；在具身智能领域，特斯拉将带来Tesla Bot、宇树科技将展示拳击机器人； 在智能硬件领域，AI萌宠、AI眼镜、AI算力本、多语种AI透明屏等终端产品也将首发亮相。 今年以来，以DeepSeek为代表的中国大模型，为全球用户提供了高质价比的人工智能产品服务，有力推动人工智能技术在全球的普及应用，向世界贡献了 中国智慧。国家发展改革委高技术司副司长王若蒙表示，从全世界范围来看，人工智能还远未实现全球普惠，各个国家之间的智能鸿沟依然存在，中国始终 坚持科技创新、应用赋能并重。 每经记者｜张韵 每经编辑｜董兴生 7月26日至28日，"2025世界人工智能大会暨人工智能全球治理高级别会议"（以下简称"WAIC 2025"）将在上海正式启幕，目前各项筹备工作正在有序推 进。 7月10日，"WAIC 2025"新闻发布会在上海举行，并于当天组织媒体探馆。 东浩兰生（集团）有限公司是本次大会承办单位之一，公司副总裁周瑾介绍，"WAIC 2025"将有百款首发创新产品重磅亮相。在核心"WAIC里"主题 ...

Core Viewpoint - Eli Lilly and Company's stock has declined 15.7% over the past year due to a first-quarter earnings miss, guidance cut, and positive developments at rival Novo Nordisk, alongside broader economic challenges [1][10]. Group 1: Company Performance - Lilly's cardiometabolic division is its strongest segment, driven by the success of GLP-1 therapies Mounjaro and Zepbound, which together account for approximately 48% of total revenues [3][4]. - Despite slower-than-expected sales in the second half of 2024, Mounjaro and Zepbound saw a resurgence in the first quarter of 2025 due to new international market launches and improved supply [5][6]. - Lilly anticipates continued growth for Mounjaro and Zepbound through expanded international uptake and deeper market penetration in the U.S. [6][7]. Group 2: Product Pipeline and Future Growth - Lilly has secured approvals for several new therapies, including Omvoh, Jaypirca, Ebglyss, and Kisunla, which are expected to contribute to revenue growth in 2025 [10][11]. - The company is also advancing its pipeline in obesity, diabetes, and cancer, with several key mid and late-stage data readouts expected this year [12]. - Lilly is diversifying beyond GLP-1 drugs by expanding into cardiovascular, oncology, and neuroscience areas, including recent M&A deals to enhance its pipeline [13]. Group 3: Competitive Landscape - The obesity market is projected to reach $100 billion by 2030, with Lilly and Novo Nordisk currently dominating the space [14]. - Mounjaro and Zepbound face competition from Novo Nordisk's semaglutide products and emerging candidates from companies like Amgen and Viking Therapeutics [15][17]. - Other pharmaceutical companies are also entering the obesity market, which could challenge Lilly's and Novo Nordisk's market positions [18]. Group 4: Financial Outlook - Lilly expects 2025 revenues to be between $58 billion and $61 billion, indicating a year-over-year growth of approximately 32% [30]. - The company's stock has increased by over 400% in the past five years, primarily due to successful drug launches and a strong pipeline [29]. - Despite a high valuation with a price/earnings ratio of 29.54 compared to the industry average of 15.04, Lilly's stock is trading below its five-year mean [23].

采访 | 霍太稳 编辑 | Tina 过去一年，全球科技巨头都把宝押在了 AI 上。像 Meta、微软、亚马逊、谷歌 这些大公司，今年光是在 AI 基础设施上就打算砸 3,250 亿美元，秉持"先 烧钱、后吃肉"的战略，推动大模型技术快速发展。在这一波浪潮中，DeepSeek 等企业在大模型上的创新，更是把各路玩家卷得不行，甚至逼得 OpenAI 都打起了价格战。 面对全球激烈的竞争态势，中国企业不仅没有被拉开差距，反而在多个 AI 领域实现了反超，尤其是一批敢于投入并抢先布局的企业正迅速崛起。以昆仑 万维为例，他们始终紧抓行业风口，业务已覆盖全球 100 多个国家和地区。从早期的音乐社交平台 StarMaker，到成功收购全球互联网巨头 Opera，再 到现象级 AI 音乐产品 Mureka，昆仑万维的布局广泛且有前瞻性。 到了 2025 年第一季度，昆仑万维的总营收达到了 17.6 亿元，同比猛增了 46%，其中 94% 的收入都来自海外。旗下 AI 音乐业务年化流水约 1,200 万 美元，单月流水突破 100 万美元。另外，短剧平台 Dramawave 的 ARR 更是高达 1.2 亿美元。昆仑万维的 ...

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证券代码：300054 证券简称：鼎龙股份 湖北鼎龙控股股份有限公司投资者关系活动记录表 编号：20250618 答：生产布局方面，公司会前瞻性进行产能储备：YPI 产品在仙桃实施 年产 800 吨 YPI 二期项目建设，计划近期即将完工试运行，以缓解武汉本部 YPI 一期产能压力，满足未来持续增长的产品订单供应；PSPI 产品在仙桃产 业园年产 1,000 吨的产线于 2024 年上半年正式投入使用并开始批量供货， 生产体系能力提升。 | 附件清单 | 无 | | | | | --- | --- | --- | --- | --- | | 日期 | 2025 | 年 6 | 月 | 日 18 | 问 5：公司光刻胶新品的业务情况怎么样？ 答：公司已布局 20 余款高端晶圆光刻胶，已有 12 款送样客户端验证， 其中 7 款进入加仑样阶段，整体测试进展顺利。2024 年度，公司已有两款 光刻胶产品分别收到共两家国内主流晶圆厂客户的订单。光刻胶的后续订单 情况，请您持续关注公司后续公告。 问 6：公司自主布局上游核心原材料，有哪些优势？ 答：公司坚持材料技术创新与上游原材料自主化培养同步，持续提升公 司产品上游 ...

Key Takeaways LLY stock crossed its 50-day SMA, signaling potential bullish momentum after recent underperformance. Mounjaro and Zepbound drove about 48% of Q1 revenues, aided by global launches and supply gains. LLY expects 2025 revenues of $58B-$61B, with growth fueled by Mounjaro, Zepbound and other new drug approvals.Eli Lilly and Company (LLY) has reached a significant support level, making it an attractive option for investors from a technical standpoint. Earlier this week, the stock broke through i ...

Core Viewpoint - Innovent Biologics has presented promising clinical data for IBI354, a HER2 monoclonal antibody-camptothecin derivative conjugate, at the 2025 ASCO Annual Meeting, highlighting its potential in treating advanced solid tumors, particularly in ovarian and breast cancer [1][2]. Group 1: Clinical Data and Efficacy - IBI354 has shown promising anti-tumor efficacy and favorable safety profiles across multiple solid tumors, indicating its potential as a new generation of ADC therapies characterized by high potency and low toxicity [2][5]. - The Phase 1/2 clinical study enrolled 368 participants with advanced solid tumors, with a median follow-up duration of 11.5 months and a median treatment duration of 27.0 weeks [3]. - In the ovarian cancer cohort, IBI354 achieved an objective response rate (ORR) of 55.0% and a disease control rate (DCR) of 90.0% at a dose of 12mg/kg Q3W, with a median progression-free survival (PFS) of 7.1 months [6][7]. Group 2: Safety Profile - IBI354 demonstrated an excellent safety profile, with a low incidence of treatment-related adverse events (TRAEs) and no dose-limiting toxicities (DLTs) observed at escalated doses [4][7]. - The most common TRAEs included anemia, nausea, and decreased white blood cell count, with only 1.9% of patients experiencing interstitial lung disease [7]. Group 3: Future Development and Strategic Positioning - The Phase 3 study of IBI354 in platinum-resistant ovarian cancer has been initiated, indicating the company's commitment to further validating the long-term benefits of this treatment [8]. - Innovent is advancing its strategic layout in the ADC field, with plans for additional clinical studies and investments in next-generation ADC molecules to address unmet clinical needs [8][10].

"蛟龙"号在西太平洋海域完成下潜出水。 新华社记者 王聿昊摄 神舟二十号航天员在执行出舱任务。 新华社记者 厉彦辰摄 广东深圳一家科技公司的技术人员在调试机器人。 新华社记者 梁 旭摄 安徽合肥一家科技公司的技术人员在安装稀释制冷机的换 热组件。 刘玉才摄（影像中国） 浙江金华金漪湖科创智造产业园云蝶中心项目外景。 胡肖飞摄（人民视觉） | 截至 2024年7月 | 截至2024年底 -- 2024年 | | | --- | --- | --- | | 中国高被引论文数为6.57万篇 | 我国国内发明专利有效量 | 我国全社会研究与试验发展 | | 占世界总量的33.8% | 达475.6万件 | (R&D)经费投入为 | | | 是世界上首个突破 | 36130亿元 | | | 400 万件的国家 | 投入总量稳居世界第二位 | ——2024年6月11日，习近平总书记给中国科学院院士、清华大学教授姚期智回信 培养"从0到1"的原始创新人才 姚期智 数据来源：科技部、国家统计局、国家知识产权局 习近平总书记指出，希望广大科技工作者自觉把学术追求融入建设科技强国的伟大事业，锐意进取、追 求卓越，创造出无愧时代、 ...

2025年被誉为"Agent元年"，从企业级AI助手到个人规划工具，各类Agent如雨后春笋般涌现。然而，尽 管市场热情高涨，Agent仍未形成统一的定义——它究竟是"下一代App"，还是更接近"智能协作者"？多 数人仍将其视为传统工具的升级版，但真正的变革潜力或许远超想象。 在这场Agent的探索浪潮中，AI Native公司正尝试突破传统框架，重新定义其边界。它们不再局限于"效 率工具"的定位，而是探索Agent在商业洞察、创意生成、组织变革等领域的深层价值。 在本次访谈中，特赞创始人范凌博士将分享他对Agent的独特见解——通过大语言模型模拟真实用户行 为，让AI不仅回答问题，更能主动构建用户画像、驱动决策流程，甚至暴露人类思维的盲区。这种创 新不仅挑战了我们对Agent的认知，也预示着人机协作的全新模式。 【 核心洞察 】 Atypica.ai与传统Agent最大的不同是什么？ 范凌: 传统上，研究人员主要是通过模拟来解决这类复杂问题。以前的模拟主要关注群体行为，就像研究一群 小老鼠那样研究人群的整体趋势。但有了大语言模型后，我们现在可以更好地研究和模拟个人行为。这 就是为什么我们给产品取名叫"Aty ...