请稍后 大家好欢迎参加国一盛世三百家云端见识耀明俱诺交流会目前所有参会者正确进行状态现在开始播报你的声明声明播完后主持人可直接开始发言本次会议请面向国盛证券的专业投资机构客户或受邀客户会议中嘉宾的发言内容仅代表其个人观点国盛证券研究人员的发言内容仅代表当日的判断具体请参见完整版的研究报告未经国盛证券 郭文贵先生 大家好 然后向大家展望中 花时间 国生医药的一个国生医药策略会我们今天的公司是药明经过然后下面下面是把时间交给我们那个专门制作的阿姨生总然后来为大家做一个整体的一个介绍欢迎朋友谢谢心理那个我现在说话听得清吗哦没问题没问题哎ok ok 各位投资者大家下午好,首先非常感谢国生医药的邀请,然后有这个机会可以和大家分享一下公司的那个近况。因为大家想必其实对我们公司也比较熟了,然后我很快地分三个领域介绍一下公司的一些update,然后把提问的时间留给大家,有什么问题可以随时问我。 第一块就是想跟各位讲一下我们的研发进展。我们公司的管线如果按照失音症来看,其实可以分为三大类。一类是血液肿瘤,一类是实体肿瘤,一类是最近比较火热的自身免疫性疾病。 先说自身免疫性疾病,我们刚刚在上个月在欧洲风湿学大会上发布了一组数据, ...

Hello, everyone. Thanks for your participation in today's session. My name is Fei-Fan Zhuang from Wind Information. I'm so glad to be here today and introduce Wind Financial Terminal to you. And today, we are keep going to introduce the bond investment from various angles with our terminal to you. Okay, so before we dig into the terminal, I would like to introduce our company briefly. WIND was founded in year 1998, and after over 25 years of dedication, we have become the leader of financial information pro ...

Lowe's Companies, Inc. (NYSE:LOW) Oppenheimer's 24th Annual Consumer Growth and E-Commerce Conference June 26, 2024 9:00 AM ET Company Participants Brandon Sink - Chief Financial Officer Kate Pearlman - Investor Relations Marvin Ellison - Chief Executive Officer Conference Call Participants Brian Nagel - Oppenheimer Brian Nagel Well, good morning. Thank you all for joining us today. So my name is Brian Nagel, I work at Oppenheimer as our consumer growth and e-commerce analyst. So this meeting with Lowe's ve ...

Union Pacific Corporation (NYSE:UNP) NYSE/Bank of America London Investor Conference June 25, 2024 9:00 AM ET Company Participants Jim Vena - Chief Executive Officer Jennifer Hamaan - Chief Financial Officer Conference Call Participants Ken Hoexter - BofA Ken Hoexter To the next session in the New York Stock Exchange and BofA Conference here in London. Thank you for taking the time to join us. I'm Ken Hoexter, BofA's air freight and surface transportation and shipping analyst. With us from Union Pacific, we ...

Walmart Inc. (NYSE:WMT) Bank of America London Investor Conference June 25, 2024 6:00 AM ET Company Participants John David Rainey - EVP & CFO Conference Call Participants Robert Ohmes - Bank of America Robert Ohmes I'm Robby Ohmes of BofA Global Research. We are just really pleased to have Walmart here with us today, including John David Rainey, the CFO of Walmart; as well as Steph Wissink, from Investor Relations; and also Kary Brunner from Investor Relations. Walmart, as I think everybody here knows, has ...

信|责任|亲和|专业|创新 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------------------|-----------------|---------------------------------------------------------|---------------|------------------|----------------------------------------------|---------------|---------------|-------|--------------|-------------|-------|-------|-------|-------|--------------------------------------------|----------- ...

Weekly Performance Observation for Hedge Fund （GTJA Futures 06/14/2024） ...

Weekly Performance Observation for Hedge Fund （GTJA Futures 06/14/2024） ...

The Coca-Cola Company (NYSE:KO) Redburn Atlantic and Rothschild & Co. Consumer Conference Call June 20, 2024 8:00 AM ET Company Participants James Quincey - Chairman and Chief Executive Officer Damian Gammell - Chief Executive Officer, Europacific Partners plc Conference Call Participants Charlie Higgs - Redburn Charlie Higgs Okay. Welcome back everyone. I'm Charlie Higgs, one of the Consumer Staples Analyst here at Redburn in charge of the soft drinks companies and the food companies. And I'm delighted to ...

第一个是一个固件叫混合AI定义未来第二个就是AIPD的用户价值和定义第三是产业成构第四是联想对AIPD的一些做法我也非常坦诚真诚地给大家交流一下现在联想都在做什么最后有一点点预测 什么叫混合AI定义未来是因为现在大家用到的基本上还是公共大模型的一些服务我在国际议员上聊个天 问个事或者TV上查个东西其实公共大模型现在已经深入到每个人的应用中但是它还有一定的局限性我把它总结成了下面的五点 第一点就是网络因为它在云端所以你必须通过上网才能使用它如果你连网络环境不好或者网络带宽不行那可能你会干着急第二个就是成本这个成本其实包括两个方面对于大模型的服务商而言其实现在是在亏本赚销 我们知道训练一个大模型需要很强的算力动不动就是万坎的集群而这里面有一个非常强势的上游供应商就是零碑塔他的这个坎一坎难求而且非常贵整个产业的利润被他掌控了所以对于大模型服务商而言它其实成本不经济 对于个人用户而言呢现在对于上一代模型可能大家来免费的使用但是最新的模型大部分服务商是在收费的比如说GDP的20美元一个月微星的4也是有VIP的账号的 大家愿不愿意拿出每个月几十块钱或者十几块钱去订阅这个服务对于用户来说也是要考虑一下第三点是云端的效率 我 ...