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安期货晨会纪要-20251219
新永安国际证券· 2025-12-19 12:01
2025年12月19日星期五 ➢ 美核心通胀放缓;字节跳动签署协议。 A股低开高走。上证指数收盘涨0.16%报 3876.37点,深证成指跌1.29%,创业板 指跌2.17%。锂电股活跃、医药商业及 航天航空领涨。港股低开震荡翻红。 恒生指数收盘涨0.12%报25498.13点, 恒生科技指数下挫0.73%,恒生中国企 业指数微跌0.02%,医药、能源、银行 股领涨,航空股活跃。大市成交额 1623.775亿港元。外盘方面,欧洲三大 股指收盘全线上涨,美国三大股指全 线收涨,道指涨0.14%报47951.85点, 标普500指数涨0.79%报6774.76点,纳 指涨1.38%。美国核心通胀意外降至逾 四年新低,经济学家怀疑数据因停摆 而失真。字节跳动签署协议,将成立 美国股东占多数的合资企业。 资料来源:彭博 183 35 3511-15 XIN YONGAN INTERNATIONAL FINANCIAL HOLDINGS LIMITED Units 3511-15, 35/F, Cosco Tower, Grand Millennium Plaza, www.yafco.com.hk 183 Queen ...
第一批混日子的印度CEO,正被欧美「清算」
创业邦· 2025-12-19 11:50
以下文章来源于凤凰WEEKLY ,作者凯斯 凤凰WEEKLY . 有温度、有情感、有趣味 来源丨凤凰weekly(ID: phoenixweekly)) 作者丨凯斯 编辑丨章鱼 图源丨Midjourney 印度做题家,正在批量成为「美国 CEO 」。 据统计,在去年的《财富》500强企业里,大约 有10%的CEO都是印度裔 。 而在全球排名前300个公司里,有 超过6成都选用了印度裔的高管 。这些公司包括但不限于谷歌、微软、Adobe、百事、德勤、星巴克、诺华、麦肯锡、 香奈儿...... 在全球各大商业领域,印度人都爬到了顶点。 而实现这一切,他们仅仅花了不到30年—— 1997年, 拉马尼·艾尔开始掌舵哈特福德保险公司,成了史上第一位印度裔的500强的CEO;现如今,就像美国驻印大使的开玩笑所说的那样:"如果你不 是个印度人,就没法在美国当上CEO。" 为什么在欧美的职场,印度人能晋升得如此之快? 有英文世界的商业网站总结称:印度裔能成事儿,主要是因为他们都接受了优秀的教育,有着推崇勤奋和毅力、重视团队合作的价值观...... 从这里走出来的,不止有当下微软的掌舵人,还有Adobe、宝洁、万事达卡等一大堆 ...
>85% Faster - Qualified Digital Announces AI-assisted Accelerator to Help Clients Migrate to the Adobe Experience Platform Web SDK in Record-time
Businesswire· 2025-12-19 06:11
RENO, Nev.--(BUSINESS WIRE)-- #customerexperience--Qualified Digital (QD), a leading full-service digital business and experience agency, announced the launch of its AI-assisted migration accelerator, designed to dramatically speed up the transition to the Adobe Experience Platform Web SDK. This innovative solution transforms what has traditionally been a manual, resource-intensive process into a lightning-fast, streamlined deployment. The new accelerator is specifically engineered to address the common bot ...
Adobe and Runway Partner to Deliver the Next Generation of AI Video for Creators, Studios and Brands
Businesswire· 2025-12-19 06:00
SAN JOSE, Calif.--(BUSINESS WIRE)--Adobe (Nasdaq: ADBE), the global technology leader that unleashes creativity, productivity and customer experiences through innovative tools and platforms, announced today a multi-year strategic partnership with Runway. The partnership brings together Runway's generative video technology and Adobe's industry-leading creative tools, trusted by creators and brands to define the next generation of AI-powered video workflows. Adobe will be Runway's preferred API c. ...
拿到Photoshop的源码了,发现两个意想不到的秘密......
猿大侠· 2025-12-18 12:11
以下文章来源于码农翻身 ,作者刘欣 码农翻身 . 一个技术和职场的宝藏博主 今天看到了Photoshop1.0的源码,有两个想不到: 1. 竟然没有用C语言,而是PASCAL。 2. 代码中几乎没啥注释。 托马斯和约翰是兄弟俩,小时候深受父亲的影响,有两个爱好: 1. 喜欢摄影,经常到地下室的暗房去学习冲洗照片。 仅有的一点儿注释也都是汇编相关的,不过没有注释根本不是问题,因为代码写得太清晰易懂了,添加注释反而会成为一种阻碍。 IBM Almaden 研究院的软件工程首席科学家,也是UML创始人之一的Grady Booch曾经研究过这个版本的代码,他说: Photoshop的 架构设计得非常精良,尤其是每种类型都抽象得如此出色,以至于带来令人惊叹的简洁实现。 Photoshop 第一个版本中建立的基本结构例如图块、滤镜、虚拟内存抽象在如今的Photoshop中依然存在,显示了抽象的强大生命力。 Grady Booch 说:这就是我渴望编写的代码! 这样的代码是如何写出来的呢? 今天我们来聊聊Photoshop的故事。 无心插柳 01 2. 计算机 两人被父亲带回家的那个外形奇特的盒子而深深吸引,这是一台App ...
Adobe hit with proposed class-action, accused of misusing authors' work in AI training
TechCrunch· 2025-12-18 08:44
核心观点 - 软件公司Adobe因涉嫌使用盗版书籍训练其AI模型SlimLM而面临集体诉讼 这可能对其全面拥抱AI技术的战略带来法律麻烦 [1][2] 诉讼指控详情 - 诉讼由俄勒冈州作家Elizabeth Lyon代表提出 指控Adobe使用盗版书籍训练其SlimLM程序 其中包含Lyon本人的作品 [2] - 诉讼称 Adobe使用的SlimPajama-627B数据集是对RedPajama数据集的复制和操纵 而RedPajama包含了名为Books3的数据集 Books3内含原告及集体诉讼成员的受版权保护作品 [4] - Books3是一个包含191,000本书籍的大型数据集 已被用于训练生成式AI系统 并成为科技界持续的法律纠纷源头 [4] 涉事AI产品与技术背景 - Adobe将SlimLM描述为一个小型语言模型系列 可针对移动设备上的文档辅助任务进行优化 [3] - 公司称SlimLM是基于Cerebras于2023年6月发布的开源数据集SlimPajama-627B进行预训练的 该数据集经过去重且包含多语料库 [3] - Lyon女士撰写了多本非虚构写作指南 她发现自己的部分作品被包含在Adobe所使用的预训练数据集中 [3] 行业法律环境与类似案例 - 针对AI训练数据使用版权材料的法律诉讼在科技行业已变得司空见惯 [5] - 2024年9月 Anthropic同意向起诉其使用盗版作品训练聊天机器人Claude的作家们支付15亿美元 此案被视为AI训练数据版权法律战的一个潜在转折点 [5] - RedPajama数据集已在多起诉讼案件中被引用 例如2024年9月针对苹果的诉讼指控其使用版权材料训练Apple Intelligence模型 以及2024年10月针对Salesforce的类似诉讼 [4]
E-Commerce Returns Of Holiday Purchases Down 2.5%, Adobe Reports
Forbes· 2025-12-18 07:35
During the first six weeks of the holiday season, online returns were down 2.5%, according to Adobe Analytics data. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty ImagesDuring the first six weeks of the holiday shopping season, returns of online purchases were down 2.5%, Adobe reported today. In addition to that potentially positive news for retailers, Adobe also reported that online sales have remained solid following a strong start to the season. E-commerce sales on U.S. retail sites were up ...
Adobe: In The AI Era, Stable Is No Longer Sexy (NASDAQ:ADBE)
Seeking Alpha· 2025-12-18 05:16
The last time I wrote about Adobe Inc (NASDAQ: ( ADBE )), in June 2025, I analyzed the company’s second quarter results and examined the key takeaways, with a particular emphasis on how the company’sAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, titled The Stock Doctor,' where ...
Adobe: In The AI Era, Stable Is No Longer Sexy
Seeking Alpha· 2025-12-18 05:16
The last time I wrote about Adobe Inc (NASDAQ: ( ADBE )), in June 2025, I analyzed the company’s second quarter results and examined the key takeaways, with a particular emphasis on how the company’sAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, titled The Stock Doctor,' where ...
Do You Believe in the Growth Potential of Adobe (ADBE)?
Yahoo Finance· 2025-12-17 22:18
GreensKeeper Asset Management, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Value Fund has ended the quarter with a +4.0% gain, taking the YTD return to +0.2% net of fees and expenses. The US dollar continued to pose a challenge, negatively impacting performance by -3.7% so far this year. The year’s market rally was primarily led by AI, crypto, and speculation. In addition, you can check the fund’s top 5 holdings to dete ...