Quantum computing is one of the hottest trends in the market. It's an innovative technology that's starting to gain wider adoption, but we're still a few years away from widespread commercial use. The trick with quantum computing investing is to get into the leaders before they take off, but not so early that the stocks are essentially dead money until the quantum computing arms race picks up steam.It's impossible to predict when that will occur, but I still believe some viable quantum computing investments ...

Amazon (AMZN 1.26%) is well known for its e-commerce platform, where you can purchase nearly anything. Combined with its wide selection of products, it also offers lightning-fast delivery that consumers have come to demand from every other store.However, within Amazon's business are two divisions that are delivering growth much faster than Amazon's commerce division. Furthermore, they have much higher margins, allowing Amazon's profits to increase at a much faster rate than revenue. This is Amazon stock's s ...

报告公司投资评级 - 买入（维持） [2] 报告的核心观点 - 公司25年中报预告业绩持续高增，利润超预期，主要因营收突破和经营杠杆效应 [7] - 公司系统级生态壁垒与RISC - V自研形成品牌与开源社区“飞轮效应”，生态飞轮加速 [7] - 公司持续布局Wi - Fi 6E/7等新产品线，拓展下游应用 [7] - 公司作为AIoT核心厂商，随着乐鑫生态中开发者所在公司出现爆款AI应用落地，无线SoC及方案将充分受益，全栈布局拉动业绩增长 [7] - 维持“买入”评级，上调25 - 27年盈利预测 [7] 根据相关目录分别进行总结 市场数据 - 2025年7月11日收盘价154.33元，一年内最高/最低290.00/88.33元，市净率10.8，股息率0.39%，流通A股市值241.84亿元，上证指数3510.18，深证成指10696.10 [2] 基础数据 - 2025年3月31日每股净资产20.04元，资产负债率23.09%，总股本/流通A股1.57亿股，无流通B股/H股 [2] 财务数据及盈利预测 |项目|2024年|2025Q1|2025E|2026E|2027E| | ---- | ---- | ---- | ---- | ---- | ---- | |营业总收入（百万元）|2007|558|2655|3515|4659| |同比增长率（%）|40.0|44.1|32.3|32.4|32.5| |归母净利润（百万元）|339|94|549|735|987| |同比增长率（%）|149.1|73.8|61.8|33.8|34.3| |每股收益（元/股）|3.09|0.85|3.50|4.69|6.30| |毛利率（%）|43.9|43.4|44.1|44.3|44.5| |ROE（%）|15.8|4.2|20.5|22.2|23.5| |市盈率|71|/|44|33|25| [6] 25年中报预告情况 - 25上半年预计营收12.2 - 12.5亿元，同比增长33% - 36%；归母净利润2.5 - 2.7亿元，同比增长65% - 78%；扣非净利润2.3 - 2.5亿元，同比增长58% - 72% [7] - 单Q2预计营收6.62 - 6.92亿元，中值6.77亿元，同比增长27%；预计归母净利润1.56 - 1.76亿元，中值1.66亿元，同比增长69%，环比增长77% [7] 业绩增长原因 - 营收突破：作为字节AI链核心厂商，有相关合作与产品推出，下游应用在多领域有进展 [7] - 经营杠杆效应：毛利率稳定在40%以上，25H1研发投入同比增长20% - 25%低于营收增速，25H1研发费用率预计约21.7%低于24年的24.43% [7] 生态与产品情况 - 截至6月30日，25年GitHub ESP32日均项目增加数达123个，ESP32/ESP8266项目累计数量达15.13万个 [7] - Wi - Fi 6E芯片完成工程样片测试，计划2025年下半年量产进军高速数通与透传市场；Wi - Fi 7芯片处于设计验证阶段，内部研发进展大，将覆盖路由器与部分智能终端 [7] 财务摘要 |项目|2023A|2024A|2025E|2026E|2027E| | ---- | ---- | ---- | ---- | ---- | ---- | |营业总收入（百万元）|1433|2007|2655|3515|4659| |归母净利润（百万元）|136|339|549|735|987| [9]

Even if it's not easy to see or feel, a sea-change is brewing for the stock market.Got an extra $1,000 sitting around that you won't be needing anytime soon? Want to invest it in something that won't require ongoing babysitting? If you're a true long-term investor, the Vanguard S&P 500 ETF (VOO -0.34%) -- an exchange-traded fund that tracks the performance of the S&P 500 (^GSPC -0.33%) -- is never a bad choice. And you probably already know that the Vanguard Growth ETF (VUG -0.12%) has been stomping the bro ...

Florida couple Dillon Angulo and Naibel Benavides Leon were stargazing alongside a Key Largo road in 2019 when a Tesla Model S blew past a stop sign and a flashing red light at a three-way intersection and plowed into a parked SUV. Benavides Leon, 22, was killed and Angulo was seriously injured.The Tesla's driver, George McGee, had Autopilot mode engaged at the time. He later said he had dropped his cell phone during a call and bent down to pick it up moments before his Tesla — without warning — T-boned An ...

备注：本文由AI辅助，根据直播速记整理而来，未经本人确认，基金有风险，投资需谨慎！ 责任编辑：石秀珍 SF183 拿"中证 1000 指数增强"举个例子：过去我们人工写死 workflow——先读研报→再整合→再设计因子。 现在，整个 planning 由 AI 自己排兵布阵： 它先去资料库里挑报告、查 API、拉数据；写完代码自己 跑，指标不达标就自动回溯、改思路、再迭代。一句话：把人类研究员的"小步快跑"原封不动搬进硅基 大脑。 下一步，我们让 AI 把任务再拆成并行子任务——组合优化、因子挖掘同时开工，这就是下一代投研 Agent 的雏形。要去做一个好的AI agent，三块拼图必须到位：模型：商业大模型（o3-claude-4 等）+ 本地调优模型（DeepSeek-V3/R1、千问）混合双打；Agent：去年是 IDE 插件（GitHub Copilot/Cursor），今年直接端对端——不写一行代码也能交付功能；平台：我们做了 QO-one，把大模 型、数据、算力、工具链一键串起，新手 10 分钟就能跑完一条策略。 落地速度有多快？2023：第一批把 GPT 接到量化平台； 2024：内部定目标" ...

NextEra Energy (NEE -0.33%) hails from the utility sector, but it's anything but a boring dividend stock. And yet, if you like dividends, you'll likely find NextEra Energy an attractive investment. And if you like utilities, it can help supercharge what might otherwise be a relatively sleepy list of holdings.Here are 10 reasons you might want to buy and hold this unique utility stock forever.1. NextEra Energy serves an attractive marketThe core of NextEra Energy is its regulated utility operation. That is l ...

光羽芯辰2024年7月成立于上海，核心团队由国际集成电路龙头企业的资深专家与连续创业者组成，硕博比例超九成。公司聚焦"芯片+算法"一体化设计，推 出独创的高带宽、低功耗端侧AI架构，已在手机、PC及智能玩具等头部品牌实现量产落地，并正加速向机器人、智能座舱、教育终端等场景渗透。 《商道创投网》创业家会员·本轮融资用途是什么？ 《商道创投网》2025年7月12日从官方获悉：光羽芯辰近日完成了由耀途资本联合领投，中金资本、零以创投、金浦投资、海珠城发、达泰资本、启迪之 星、高远资本、兆易创新、讯飞创投等共同参与的数亿元人民币多轮融资，老股东持续加码。 《商道创投网》创业家会员·单位简介： 耀途资本创始合伙人杨光表示："光羽芯辰团队兼具国际大厂的量产经验与创业锐度，其架构创新在带宽受限场景下实现10倍能效提升，已获头部客户验 证。端侧AI正处爆发拐点，我们认为公司有望复制手机CPU到移动AI协处理器的产业跃迁，成为定义下一代交互的关键角色。" 《商道创投网》创投生态圈·本轮投融观点是什么？ 商道创投网创始人王帥表示："工信部《新产业标准化领航工程》将端侧AI芯片列入核心攻关目录，上海、深圳等地配套政策已跟进落地，可 ...

The graphics processing and AI specialist has recently climbed to record highs. Is it too late to buy?Artificial intelligence (AI) is widely recognized as a game-changing technology, and the number of potential applications grows with each passing day. While it might seem like these advanced algorithms are everywhere, the truth is that it's still early days for the adoption of AI, which some experts contend currently stands at less than 1%. This suggests the proliferation of AI is far from over, and the opp ...

峰会主题与背景 - 第四届D20全球设计院长峰会聚焦"用技术的人"，探讨AI技术对设计行业的变革 [1][3] - 阿里国际副总裁杨光指出AI已超越预期，正在颠覆传统设计模式，但设计师的创意与洞察力不可替代 [3][4] AI对设计行业的影响 - AI取代重复性设计工作，未来50%以上的设计类工作（如广告渲染、视频剪辑）将被AI替代 [4] - AI助手可大幅提升效率，例如修改人物年龄从人工重做全片缩短至AI几小时完成 [4] - 设计师需转向策略思考和人文洞察，核心竞争力在于"用创意解决复杂问题"而非技法熟练度 [4] 行业倡议与人才标准 - 阿里设计推动AI设计人才标准共建，覆盖人才标准、课程体系、生态平台等五大要素 [5] - 联合院校、行业协会等发布《D20宣言》，旨在解决技术变革下的人才供需脱节问题 [5] 技术产品与合作 - 阿里国际发布AI智能设计协作平台"堆友"2.0版本，涵盖设计智能体、AI应用中心等模块 [6] - 与西安美术学院、四川美术学院等数十所院校及企业达成合作 [6] 重点项目落地 - "数智创意设计工具研发与服务文化和旅游部技术创新中心"获批建设并揭牌 [9] - 海南（陵水）设计创新中心揭牌，聚焦设计产能革新、人才生态共建和数字文化出海 [9] 其他活动与计划 - 峰会举办为期两天的AI设计展，展示教育、商业等领域的AI新模态成果 [9] - Ucan设计论坛将于9月联合阿里国际站举办CoCreate峰会，助力中小商家提升交易体验 [10]