以下文章来源于中金公司CICC ，作者中金公司 中金公司CICC . 中国国际金融股份有限公司（中金公司）成立于1995年，致力于为多元化的客户群体提供高质量金融增 值服务，建立了以研究和信息技术为基础，投资银行、股票业务、固定收益、资产管理、私募股权和财 富管理全方位发展的均衡业务结构。 7月26日至28日，中金公司研究部将携自主研发的中金点睛数字化投研平台及中金点睛大模型 应用重磅亮相2025年世界人工智能大会，作为金融行业AI实践范例全程设展，欢迎莅临 上海 世博中心M层展览区L017 现场参观体验。 为践行科技赋能普惠金融，中金点睛数字化投研平台将在世界人工智能大会举办期间， 限时开放用户自 主注册通道。欢迎点击下方图片或登录www.research.cicc.com ，便捷直达中金点睛数字化平台，获取 AI大模型驱动下的智能化投研服务新体验。 中金点睛大模型三大核心功能赋能客户决策： 找数据、AI搜索、智能纪要 。该模型不仅传承了中金研究 团队的深度研究优势，更通过AI技术实现了能力的跃迁与服务的延展。 本次参展是中金公司深化金融科技应用、践行金融服务实体经济的重要展示，彰显其以人工智能驱动投 研范 ...

Palantir’s (NASDAQ: PLTR) remains one of the market’s most polarizing AI plays, but Piper Sandler sees its potential as transformative. In a note published Friday, the firm initiated coverage on Palantir with an Overweight rating and a $170 price target, implying a roughly 10% upside from current levels.“We see PLTR as an AI secular winner,” analyst Brent Bracelin wrote, highlighting the company’s opportunity to gain share across two $1+ trillion total addressable markets (TAMs).He credited Palantir’s expan ...

Ocean Power (OPTT) Q4 2025 Earnings Call July 25, 2025 09:00 AM ET Speaker0Good morning, and welcome to the Ocean Power Technologies Fourth Quarter and Full Fiscal Year twenty twenty five Earnings Conference Call. A webcast of this call is also available and can be accessed by a link on the company's website at www.oceanpowertechnologies.com. This conference call is being recorded and will be available for replay shortly after its completion. On the call today are Doctor. Philip Strattman, President and Chi ...

2Q25 Results Conference Call 1 Forward Looking Statements This presentation contains forward-looking statements or information (collectively, "forward-looking statements") within the meaning of applicable securities legislation, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, except for statements of historical fact, that relate to the anticipated future activities, plans, strategies, objectives or expectati ...

Key Takeaways MIR is leveraging digital upgrades in nuclear safety to boost performance and data reliability.MIR projects 2025 organic revenue growth of 5.5 -7.5% and adjusted EPS between $0.45 and $0.50.BWXT faces zirconium cost headwinds despite growth in small modular reactor initiatives and U.S. partnerships.Artificial intelligence (AI)-powered data centers represent a thriving industry currently. The energy-hungry AI space has resulted in nuclear energy being one of the hottest industries over the past ...

Key Takeaways AEP is boosting grid strength and exploring SMRs to meet rising demand from data centers.AEP plans $54B in investments through 2029, targeting grid upgrades and future nuclear projects.ROE favors CEG at 21.93%, but AEP's 3.41% dividend yield and earnings growth give it a current edge.The need for clean electricity is rising sharply due to a number of factors, including the development of enormous artificial intelligence-powered data centers, urbanization, industrial growth, rising global tempe ...

Key Takeaways TSM posted strong Q2 gains, with revenues and EPS up 44% and 67% Y/Y in USD terms on AI chip momentum.HPC, tied to AI, rose 14% quarter over quarter and contributed 60% of TSM's second-quarter sales.Advanced node investments and global manufacturing growth position TSM for sustained AI demand.Taiwan Semiconductor Manufacturing Company’s (TSM) recently reported financial results for the second quarter of 2025 highlight how artificial intelligence (AI) has become a key growth driver for its busi ...

Recent developments surrounding Core Scientific, Inc. (NASDAQ: CORZ ) have shaped what I think is one of the more interesting long-term setups out there right now. After digging through the fundamentals, the options flow, and dark pool data, it’s clear to meI’m an independent investor with a passion for exploring opportunities in options trading, analyzing dark pool activity, and understanding macroeconomic trends. With years of hands-on experience, I’ve developed a keen interest in identifying market trend ...

Key Takeaways CDNS expects Q2 revenues between $1.25B-$1.27B, up from $1.06B in the year-ago quarter.AI trends and chip complexity are driving demand across EDA, IP and System Design divisions.Backlog was $6.4B in Q1, with recurring revenues and strategic partnerships supporting growth.Cadence Design Systems, Inc. (CDNS) will release results for the second quarter of 2025 on July 28.The Zacks Consensus Estimate for second-quarter 2025 earnings has been unchanged in the past 60 days at $1.57 per share. The c ...

中新网南宁7月25日电 (黄令妍)以人工智能为代表的新质生产力蓬勃发展、招商引资力度持续加大、稳 定外贸拓展多元市场……广西壮族自治区交出2025年中成绩单：上半年全区经济稳中向好，GDP增长 5.5%，实现"三个高于"，即高于全国平均、高于预期目标、高于去年同期。 25日，2025年广西全区年中工作会议暨三季度经济发展调度会召开。会议透露，全区经济迎难而上，巩 固了一季度"开门红"，实现上半年"双过半"目标。上半年广西一二三产增速均高于全国，固定资产投资 继续保持正增长。外贸进出口总额增长13%，比全国高10.1个百分点；北部湾集装箱吞吐量增长超 10%。重大项目加快推进，平陆运河、环北部湾广西水资源配置工程分别累计完成总投资77%、30%。 会议指出，广西产业向"新"。中国—东盟人工智能创新合作中心(简称南A中心)展示中心建成并试运 营，8个东盟国家同广西签署或即将签署人工智能合作协议，100多家国内人工智能头部企业和具有核心 竞争力的初创企业来桂投资布局。上半年，全区新签约人工智能项目94个(算力算法项目24个、"AI+"场 景项目43个、智能制造项目27个)，科大讯飞、奇安信、360、新华三、海天瑞声 ...