AI服务器市场动态 - 2024年第二季度起，NVIDIA Blackwell新平台产品（GB200 Rack、HGX B200）逐步放量，B300/GB300系列进入送样验证阶段，预计Blackwell GPU将占NVIDIA高阶GPU出货比例80%以上 [1] - 北美CSP大厂Oracle扩建AI数据中心，带动富士康订单增长，同时利好Supermicro和广达等ODM厂商 [2] - Supermicro近期获得部分GB200 Rack项目，广达受益于Meta、AWS、Google等客户合作，成功拓展GB200/GB300 Rack业务并新增Oracle订单 [2] - 纬颖科技以ASIC AI Server为主力，深化与Meta、Microsoft合作，成为AWS Trainium AI机种主要供应商，预计下半年业绩增长 [2] 液冷技术发展趋势 - 2025年GB200/GB300 Rack出货扩大将推动液冷散热方案在高阶AI芯片的采用率提升，新建数据中心在设计初期即导入"液冷兼容"概念以优化热管理效率 [3] - 液冷架构需配套复杂设施（如冷却液管线、冷却水塔、CDU），相比传统气冷系统更高效且具扩充弹性 [3] - 液冷成为高效能AI数据中心标配，带动散热零部件需求升温，富世达已量产出货GB300专用快接头及AWS ASIC液冷快接头，供应比例与丹佛斯相当 [5] - 双鸿积极布局数据中心液冷市场，客户包括Oracle、Supermicro、HPE，产品涵盖冷水板与分歧管模块，并开始向Meta供货，有望进入GB200平台供应链 [5] 产业链核心厂商动向 - 富士康、广达、Supermicro、纬颖科技等ODM厂商因AI服务器需求增长显著受益，订单主要来自Oracle、Meta、AWS、Google等大型客户 [2] - 富世达和双鸿成为液冷散热关键零部件供应商，分别切入NVIDIA GB300和Meta/AWS供应链，推动液冷技术商业化落地 [5]

The S&P 500 (^GSPC 0.78%) returned more than 25% during the three-month period ending on July 9, marking the sixth time in history the index has accomplished that. Interestingly, not only has the S&P 500 always been higher one year later, but also it has returned an average of 21% during the subsequent year. In short, history says the stock market is about to soar, and most Wall Street analysts who follow The Trade Desk (TTD 3.67%) and Pure Storage (PSTG 2.62%) have buy ratings on the stocks. Here's what in ...

Palantir Technologies is, arguably, the priciest megacap stock of the century. For more than three decades, investors have been privy to no shortage of next-big-thing trends and game- changing innovations. Pie-in-the-sky addressable markets assigned to new innovations often lead to premium valuations for the companies leading the charge. While the development and eventual bursting of bubbles is something of a common theme on Wall Street, when examined over the long run, some bubbles have proved easier to sp ...

LSEG Tick History、 LSEG MarketPsych Tick History（逐笔成交历史） 我们的数据库涵盖全球500家交易所的1亿多种工具，历史可追溯至25年前，数据超过87万亿笔成交，可助您开启无 限可能性，从而充满信心地在市场中采取下一步行动。 通过Tick History发现未来的机会 使用标准工具和我们的 Springboard，TickHistory Workbench 可帮您专注分析市场微观结构、交易策略或执 行质量。 MarketPsych分析与模型 MarketPsych提供一整套基于人工智能的自然语言处理（NLP）解决方案，包括数据源、量身定制的预测分析和模 型。LSEG与MarketPsych的独家合作利用语言分析领域的尖端技术，从实时、多语言新闻、社交媒体和金融文件中 提供数据馈送和预测性洞察，并提供一流的历史覆盖范围和市场领先的时间点数据。 主要服务 Tick History（逐笔成交历史）是我们基于云的历史实时定价数据服务，涵盖来自超过500个交易场所和第三方报价 商的场外和交易所交易工具，提供超过45PB的可用数据。每个交易场所的数据都经过标准化处理，因此可 ...

   VANCOUVER, British Columbia – TheNewswire - July 23, 2025 – Carrier Connect Data Solutions Inc. (TSX.V:CCDS; OTCQB:CCDSF; WKN: A40XB1) (the “Company” or “Carrier”) reports that it has completed its previously announced acquisition of all outstanding share capital of Nexion W1 DC Pty Ltd. (the “Target”) from Nexion Group Ltd. (the “Vendor”) pursuant to the terms of a share purchase agreement dated July 10, 2025 (the “Agreement”).  The Target operates a 2 Megawatt Tier II/III data center in Perth, Australi ...

融资情况 - 公司完成注册直接发行4,807,693股普通股(或预融资权证替代)，发行价为每股3.12美元，总收益约1,500万美元(扣除费用前)[2] - 此次发行面向单一新晋基础机构投资者，突显市场对公司可扩展AI基础设施战略的兴趣[3][8] - 发行后公司现金及等价物超过3,000万美元，长期债务为零[3][8] 资金用途 - 资金将用于扩展NeoCloud Tier 3 AI基础设施部署(采用NVIDIA B200/B300芯片)[9] - 加速ARMS 200模块化数据中心的制造与全球分销[9] - 执行战略合资项目及PPA支持的能源部署计划[9] - 支持运营资金需求及非稀释性融资计划[9] 业务与技术 - 公司为垂直整合AI与能源基础设施企业，通过ARMS平台部署模块化Tier 3数据中心[7] - NeoCloud门户提供企业级GPU算力服务，整合NVIDIA GPU技术与安全能源基础设施[7] 发行相关方 - Titan Partners Group担任独家配售代理，获得7%佣金及240,385份认股权证(行权价3.588美元/股，2026年1月生效)[4] - 发行依据2025年5月20日生效的F-10表格注册声明进行[5]

SAN FRANCISCO, July 23, 2025 (GLOBE NEWSWIRE) -- LiveRamp® (NYSE: RAMP), the leading global data collaboration platform, today announced that its fiscal 2026 first quarter financial results will be released on Wednesday, August 6, 2025 after the financial markets close. A conference call to discuss the results will be held on the same day at 1:30 p.m. PT. A live webcast of the conference call can be accessed on the LiveRamp Investor Relations website. Additionally, the conference call can be accessed via th ...

标普500指数表现 - 标普500指数连续三个交易日创收盘新高 7月21日达到6300点里程碑 受第二季度强劲业绩和经济韧性推动 [1] - SPDR标普500 ETF信托(SPY)年内上涨8% 其中Palantir Technologies、NRG Energy、Seagate Technology、Howmet Aerospace和GE Vernova五只成分股涨幅超60% [2] 市场上涨驱动因素 - 第二季度财报季开局强劲 已公布财报的62家标普500公司盈利同比增长9.3% 营收增长5.8% 82.3%企业超EPS预期 同等比例超营收预期 [2] - 人工智能热潮持续推动大型科技股上涨 投资者看好AI在跨行业应用中的长期增长潜力 带动半导体、云计算和软件平台需求 [4] - 美联储可能在2025年底前开始降息的预期升温 [5] - 美国经济展现韧性 6月零售销售超预期 失业率维持历史低位 [6] SPY基金概况 - 持仓503只股票 单一个股权重不超过7.6% 实现均衡配置 信息技术、金融和可选消费板块占比均达两位数 [7] - 资产管理规模6498亿美元 年费率9个基点 日均成交量7100万股 [8] 最佳表现成分股分析 Palantir Technologies (PLTR) - 为美国情报机构开发软件平台 年内涨幅超97% 2025年预计盈利增长率41.5% [10] NRG Energy (NRG) - 为美国居民及工商业用户提供能源产品 年内上涨70.6% 今年盈利预测上调4美分 预计增长率17.6% [11] Seagate Technology (STX) - 数据存储技术供应商 主营硬盘驱动器 年内涨约70% 2026财年盈利预测上调16美分 预计增长率26.3% [12] Howmet Aerospace (HWM) - 为交通运输和航空航天业提供工程解决方案 年内上涨67.6% 今年盈利预测上调1美分 预计增长率29% [13] GE Vernova (GEV) - 能源业务涵盖电力、风电和电气化板块 年内上涨66.9% 今年盈利预测上调22美分 预计增长率32.3% [14]

Key Takeaways APLD 250MW CoreWeave lease de-risks Ellendale and validates its AI-first, liquid-cooled data center strategy. Backed by $5.4B in financing, APLD is scaling a 1.4GW pipeline to meet explosive AI infrastructure demand. APLD may divest Cloud Services to streamline operations and support a potential REIT conversion.Applied Digital (APLD) has taken a significant leap in its hyperscale strategy with a 250MW lease agreement with CoreWeave (CRWV) for its Ellendale campus. This high-profile win not o ...

TE Connectivity (TEL) Q3 2025 Earnings Call July 23, 2025 08:30 AM ET Speaker0Everyone, thank you for standing by, and welcome to the TE Connectivity Third Quarter Earnings Call for Fiscal Year twenty twenty five. At this time, all lines are in a listen only mode. Later, we will conduct a question and answer session. As a reminder, today's call is being recorded. I would now like to turn the conference over to our host, Vice President of Investor Relations, Sujal Shah.Please go ahead.Speaker1Good morning, a ...