Super Micro’s shares have been on a roller-coaster run over the past two years and have yet to return to their record peak from early 2024. Meanwhile, CoreWeave has seen the wave of demand that followed its initial public offering fade, as its shares have retreated from their June peak, FactSet data showed.In commentary published earlier this week, Sosnick highlighted what some have described as the dangerously insular nature of AI-related spending. The hyperscalers — Microsoft Corp. MSFT, Amazon.com Inc. A ...

大会概况 - 开源鸿蒙技术大会2025于9月27日在长沙召开 由开源鸿蒙项目群技术指导委员会主办 华为承办 深开鸿等十余家单位协力支持 [1] - 长沙市副市长指出校企合作中湖南大学等高校联合华为贡献20多项核心代码专利 行业应用中拓维信息等企业打造教育交通等行业OS发行版 企业培育中景嘉微等完成鸿蒙系统与芯片软硬件深度适配及量产商用 研发创新中长沙建成全国第四个鸿蒙生态创新中心 [1] 生态发展数据 - 截至9月20日基于开源鸿蒙的鸿蒙5操作系统终端数突破1700万 超过3万个鸿蒙应用和元服务上架 [1] - 开源鸿蒙社区汇聚9200多名贡献者 代码量超1.3亿行 行业发行版超70款 软硬件产品超1300款 覆盖金融交通教育能源政务工业航天等关键行业 [3] - 许多关键行业终端设备基于开源鸿蒙实现系统替换并达成万物智联时代体验跨越 [3] 技术演进与版本发布 - 发布开源鸿蒙6.0 Release版本 在ArkUI组件能力 窗口能力 应用框架等关键技术领域实现突破 提升系统性能并缩短开发周期降低开发成本 [6] - 新版本支持手机平板电脑等复杂终端设备 系统能力增强 开发效率与生态适配效率大幅提升 [6] - 五年来保持每年一个大版本迭代速度 6.0版本凝聚华为深开鸿开鸿智谷等多家单位贡献 [6] 战略方向与愿景 - 开源鸿蒙以"一个系统 一个生态"为愿景 实现开发者一次开发多端部署 消费者跨终端统一体验 [5] - 未来五年以智能化为主旋律 聚焦端侧AI 具身智能 跨平台框架 互联标准等前沿领域 [5][6] - 积极开展与海外开源社区及国际学术顶会的技术学术交流 为全球提供新选择 [6] 产学研协同创新 - 启动跨平台框架PMC（筹）及具身智能PMC（筹）孵化 前者聚焦跨平台框架技术演进 破解"新生态增加投入"痛点 后者实现具身智能模型在机器人本体的极致性能推理 [6] - 高校与企业联合成立技术俱乐部 贡献核心代码专利 高校移动应用展现教育信息化领域潜力 [1][7] 行业应用实践 - 钉钉基于开源鸿蒙重构智能办公体验 开启AI工作新方式 金山办公优化文档办公场景 实现大文件秒开及跨设备协同 [7] - 万兴科技 悟空图像 携程 腾讯视频等企业分别在创意软件 图像工具 出行服务 视频软件场景中提升性能与体验 [7] - 开源鸿蒙广泛应用于金融交通教育能源政务工业航天等关键行业 [3]

A weathered, grungy rubber stamp ink imprint in red. Easily place this stamp into your design as there is no background color (white). Objects will show through the grunge texture punched out of the stamp. Download includes a high resolution RGB JPEG as well as an editable AI10 vector EPS.gettyNear the end of 2022, a reader wrote in to tell me that my bullish view of the economy at the time was off the mark. From his vantage point, people were struggling, prices were soaring, and wages weren’t keeping up.Th ...

市场整体表现 - 美国三大股指结束三日连跌 标普500上涨约0.6% 道指上涨约299点 纳斯达克上涨约0.4% [1] - 美国第二季度GDP终值达3.8% 超出预期 8月PCE通胀同比升至2.7% 核心PCE维持在2.9% [2] - 黄金价格突破3800美元/盎司 年内涨幅达43% 白银单月上涨约15% [2] 美联储政策动向 - 美联储主席鲍威尔强调货币政策"无预设路径" 反映通胀粘性与劳动力市场降温迹象之间的政策张力 [3] - 市场关注后续PCE数据、就业数据及美联储对进一步宽松预期的应对策略 [3] 看涨个股表现 - 甲骨文公司因成为TikTok美国安全运营及云服务提供商 股价在延长交易时段跳涨 [4] - UniQure公司宣布亨廷顿病基因疗法试验结果后单日暴涨248% 斯提费尔及莱林克公司分别将目标价上调至65美元和68美元 [5] - 好市多第四季度营收达861.6亿美元超预期 调整后EPS为5.87美元 同店销售额同比增长5.7% 会员费收入跃升至17.2亿美元 [6] 看跌个股表现 - 比特币跌破110,000美元 以太坊跌破3,900美元 XRP跌破2.75美元 导致Riot Platforms、MARA Holdings、HIVE Digital Technologies、Coinbase Global及Strategy Inc等加密货币关联股票大幅下挫 [7] - 北京要求自2026年1月1日起电动汽车出口需获得新许可 蔚来汽车和理想汽车股价应声下跌 [8] - 自由港麦克莫兰公司因印尼Grasberg矿难被Scotiabank从行业表现优异下调至行业表现 目标价从55美元降至45美元 预计2026年产量下降35% 2025-2026年收益/EBITDA/自由现金流大幅削减 [9][10]

开源鸿蒙6 0版本发布 - 开源鸿蒙6 0 Release版本正式发布 可支撑手机 平板 电脑等终端设备 [1] 开源鸿蒙技术发展计划 - 大会计划孵化开源鸿蒙跨平台框架PMC（项目管理委员会） [1] - 计划孵化具身智能PMC 采用模型原生操作系统设计方法 [1] - 具身智能PMC可支持全尺寸类人型机器人产业发展 [1]

公司战略与增长驱动 - HubSpot公司近期向AI智能体领域转型 这成为新的增长驱动力 [1] - 公司为投资者提供人工智能行业的独特投资机会 [1] 投资框架与关注重点 - 投资分析注重结合基本面分析与宏观经济因素 [1] - 重点关注现金流稳健 一致且可预测的公司 以实现更准确的估值和敏感性分析 [1] - 密切关注宏观经济变化 这些因素可能驱动市场周期并影响估值折价或溢价 [1]

From AI-powered insurance bots to drug discovery platforms, these overlooked stocks offer pure-play exposure to artificial intelligence without trillion-dollar valuations.While Nvidia and Microsoft dominate artificial intelligence (AI) headlines, the smartest opportunities might lurk in smaller companies solving specific problems with the tech. These 10 hidden gems don't build foundation models or design AI chips -- they apply existing AI technology to transform inefficient industries and outdated processes ...

A Defensive 4-Day Cash-Secured Put Trade Start-to-Finish click ↑ 4 FeaturedCash-secured put trades can be crafted conservatively by using deep out-of-the-money (OTM) strikes. On 5/27/2025, I executed such a 4-day trade with NetEase Inc. (Nasdaq: NTES), a stock on our premium member watch list at the time. This article will analyze the reasons for trade entries, strike selection and final trade results.Why I selected NTES on 5/27/2025Located in the software industry segment, ranked “A”Had an excellent mean ...

Artificial intelligence is transforming Atlassian's flagship software products.Atlassian (TEAM 2.67%) offers a portfolio of software products designed to help organizations boost productivity by streamlining workflows and encouraging collaboration between employees. Artificial intelligence (AI) is making these products significantly more effective, which is driving an acceleration in the company's revenue growth.Atlassian stock is still trading below its 2021 record high, when a frenzy in the technology sec ...

Key TakeawaysU.S. consumer sentiment has plunged to its seventh-lowest reading in history at 55.1 in September, driven by inflation fears and new tariffs, signaling persistent economic anxieties despite continued spending.Volkswagen (VWAGY) is implementing production cuts at multiple German plants, including Dresden and Zwickau, due to weak demand for electric vehicles (EVs) in Europe, where EVs constitute only 16% of new car sales.Lufthansa (DLAKF) announced plans to reduce its administrative staff by 20%, ...