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AI日报丨五大投行集体唱多美股!“科技七巨头”扛起盈利大旗
美股研究社· 2025-07-09 11:25
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。 整理 | 美股研究社 A I 快 报 1. 今天凌晨,全球著名大模型开放平台Hugging Face开源了 ,顶级小参数模型SmolLM3。 SmolLM3只有30亿参数,性能却大幅度超过了Llama-3.2-3B 、Qwen2.5-3B等同类开源模型。 拥有128k上下文窗口,支持英语、法语、西班牙语、德语等6种语言。支持深度思考和非思考双 推理模式,用户可以灵活切换。 2. 周二(7月8日),美国科技股七巨头(Magnificent 7)指数跌0.07%,报173.55点。 特斯拉反弹1.32%——马斯克创立"美国党"后该公司市值在周一蒸发680亿美元,英伟达涨 1.12%,Meta Platforms和被扎克伯格挖走AI模型高管的苹果至多涨0.32%,微软则收跌 0.22%,谷歌A跌1.37%,亚马逊在Prime Day会员日跌1.84%。 此外,AMD收涨2.24%,礼来制药涨0.62%,巴菲特旗下伯克希尔哈撒韦B ...
Apple COO Jeff Williams to step down later this month
TechCrunch· 2025-07-08 21:00
Jeff Williams, Apple’s chief operating officer, is stepping down from his role later this month, as announced by the company on Tuesday. Sabih Khan, who currently serves as the senior vice president of operations, has been appointed as the new COO. Williams has decided to step down in order to retire and hopes to “spend more time with friends and family, including five grandchildren and counting,” he stated in the press release. Before his retirement later this year, Williams will continue to report to CE ...
播客在美国为什么这么火?
Hu Xiu· 2025-07-05 09:25
Group 1 - OpenAI launched its podcast on YouTube, revealing the behind-the-scenes of ChatGPT, with two episodes released so far [1] - The popularity of podcasts is highlighted by figures showing that 70% of Americans aged 12 and above have listened to a podcast, with 43% listening weekly [5][6] - The cultural context in the U.S. promotes a preference for direct verbal communication, which has contributed to the rise of podcasts as a medium [19] Group 2 - The concept of "secondary orality" describes how electronic media like podcasts revive oral communication, blending structured writing with interactive dialogue [20][21] - The historical significance of FDR's "Fireside Chats" in 1933 is noted as a pivotal moment that reshaped American trust in oral communication [25][26] - The podcasting landscape has evolved significantly since 2004, with the introduction of automatic subscription and push notifications, leading to a surge in podcast content [31][34] Group 3 - The podcasting industry saw a major breakthrough with the success of the show "Serial" in 2014, which demonstrated that podcasts could deliver high-quality storytelling [38][40] - The number of podcasts in the U.S. grew from approximately 180,000 in 2015 to over 4 million by 2023, indicating rapid industry expansion [44] - The podcast advertising market has also expanded significantly, reaching $2.6 billion in 2023 and projected to exceed $4.2 billion in 2024 [46] Group 4 - The cultural attributes of podcasts have become more pronounced, with various social issues being discussed, transforming podcasts into platforms for community culture [47][48] - The current state of podcasting in China is noted as fast-growing but still considered non-mainstream compared to the U.S. [49][51]
Insulet (PODD) Earnings Call Presentation
2025-06-30 12:10
Investor Presentation November 7, 2024 Mattie Podder since 2010 Forward Looking Statement This presentation may contain forward-looking statements concerning Insulet's expectations, anticipations, intentions, beliefs or strategies regarding the future. These forward-looking statements are based on current expectations and beliefs concerning future developments and their potential effects on Insulet. There can be no assurance that future developments affecting Insulet will be those that it has anticipated. T ...
10 Under-the-Radar Healthcare Stocks With Incredible Growth Potential
The Motley Fool· 2025-06-28 13:10
There's a strong case that healthcare is the most important sector in the stock market. These companies deliver innovative therapies and medical technologies that are often life-saving.Investors stand to benefit as healthcare leaders and emerging players address the needs of an aging global population and the rising prevalence of chronic diseases.Here are 10 under-the-radar healthcare stocks that could be great buys for your portfolio. 1. CertaraCertara (CERT -0.35%) is poised to capitalize on the transform ...
Peak Design is releasing three new video-centric tripods.
The Verge· 2025-06-17 16:13
Peak Design is releasing three new tripods. Here's what you need to know. They come in three sizes.The smallest one is Pro Light. There's the Pro and the Pro Tall. They're all made out of carbon fiber, and they're much sturdier than the original travel tripod, which was mostly made for photos.The ball head is entirely new, and the locking mechanism just feels a lot more secure. The one on my travel tripod got really stiff over time, so I think this one will last longer, but we'll have to wait and see. Compa ...
皮克斯高管:不会像前老板乔布斯那样在凌晨3点给员工打电话
财富FORTUNE· 2025-06-16 12:33
倘若没有皮克斯背后的财务支撑、支持性的领导团队以及动画天才们的掌舵,它或许不会成为如今的电 影巨头。该工作室的首部电影是1995年上映的《玩具总动员》——这是皮克斯最受喜爱的作品之一,由 此开启了五部曲系列,且仍在延续。随后,皮克斯在接下来的15年里接连推出《超人总动员》(The Incredibles)、《赛车总动员》(Cars)、《美食总动员》(Ratatouille,)、《海底总动员》和《飞屋环 特斯拉(Tesla)首席执行官、亿万富翁埃隆·马斯克(Elon Musk)曾以凌晨2:30发送重要邮件而闻名,而杰夫·贝佐斯 (Jeff Bezos)营造的亚马逊文化则要求员工在午夜后回复消息。图片来源:Justin Sullivan / Getty Images 尽管史蒂夫·乔布斯凭借iPhone、iPod等产品革新科技而闻名,但鲜有人知晓他的另一重身份——《海底 总动员》(Finding Nemo)和《玩具总动员》(Toy Story)等深受喜爱的影片的幕后推手。他是皮克斯 动画工作室的三位创始人之一,于1986年从卢卡斯影业(Lucasfilm)收购了该团队。然而,在领导这 家标志性电影公司期间,乔布斯有 ...
当科技秩序崛起
Hu Xiu· 2025-06-16 05:46
而在工业革命之前,科技更多是宗教和政治的附庸。彼时科技被用于修建神庙和教堂,是巩固教权的手段;当科技试图挣脱宗教的掌控,布鲁诺便成为了 火刑柱上殉道者。 VivaTech这一欧洲最具影响力的科技创新展会刚刚落下帷幕,今年会场上令人印象最深的一幕是:panel talk结束后,当黄仁勋走下舞台,绝大部分观众也 随之起身离场,而此时作为嘉宾的马克龙仍在台上和主持人寒暄。面对台下稀稀拉拉的观众,和座椅噼里啪啦反弹的噪音,谁是这个舞台的主角可谓一目 了然。 如今的科技领袖上可成为大国总统的座上宾,下可改变数亿民众的生活方式,历史似乎将前所未有的重担交给了他们,这究竟是历史常态还是权力的天平 已然此消彼长? 法国总统马克龙 (黑色西装) 和正在离场的观众 图源:自己拍的 一、科技秩序萌芽 一切或许要从2007年那场发布会说起。 在那场划时代的发布会上,初代iPhone正式发布。乔布斯用 "three revolutionary products, An iPod, a phone, and an Internet communicator" 完成了手机行 业的范式转移。 全新的交互模式彻底改变了人类处理信息、构建关系、 ...
20年前,乔布斯最尴尬也最伟大的一次演讲
3 6 Ke· 2025-06-15 08:35
天才也有尴尬时刻 没有人可以否认,史蒂夫·乔布斯 (Steve Jobs) 是一位演讲天才。 他从牛皮纸袋里掏出一台电脑,造就了科技发布会历史上绝无仅有的视觉冲击;他不断重复着「一台手机,一支 iPod,一个互联网通讯设备」的话术, 也令人历久弥新。 乔布斯的现场演讲太好了,以至于与之对比,近年来苹果越来越多的录播发布会令观众感到缺乏「人味」。当年的他,即便是在现场 demo 遇到意料之外 的设备故障而「怒发冲冠」,都能传为后世佳话。 在几乎每一次演讲中,乔布斯都展现出极度的自信,以及对整个舞台的绝对掌控力。 你甚至可以说这种自信是一种自傲,对台下观众的「藐视」:有记 者问起 iPhone 信号为什么不好,他敢说「你的握法不对」。 ——注意,我说的是「几乎」每一次演讲。 在乔布斯 30 多年职业生涯中大大小小的演讲中,还真有这么一次曾经令他紧张到恨不得钻进地缝里去,以至于他思前想后、辗转反侧。 他不得不求助于亚伦·索金(知名编剧)、沃尔特·艾萨克森(传记作家)、迈克尔·霍利(MIT 教授、数字艺术家)等同样文字功底深厚的朋友,征求他们 的建议和意见。 这就是乔布斯在 2005 年斯坦福大学毕业典礼上的致辞演讲 ...
英速特公司:第46届全球医疗健康年度大会:核心要点总结-20250611
Goldman Sachs· 2025-06-11 02:45
10 June 2025 | 10:02AM PDT Insulet Corp. (PODD): 46th Annual Global Healthcare Conference — Key Takeaways Presenters: Ana Maria Chadwick (EVP, CFO) Bottom Line: The company reiterated its core strategic priorities (driving increased penetration in Type 1s, ramping adoption in the Type 2 population, and expanding internationally) as well as achieving at least 100bps of annual operating margin expansion. PODD shares were underperforming the S&P 500 by ~250bps (at the time of this note), mainly as investors de ...