瑞银:中国市场调整或已过度,优质AI股票迎来布局窗口
瑞银财富管理投资总监办公室(CIO)发表机构观点,认为当前中国市场的调整可能已过度,投资者有机会以较低估值增持优质中国AI股票。中国互联网行业目前12个月远期市盈率约为13倍,已接近DeepSeek发布前的水平,当前估值尚未充分反映过去一年AI投资及变现带来的收益。瑞银财富管理预计,MSCI中国指数...
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瑞银财富管理投资总监办公室(CIO)发表机构观点,认为当前中国市场的调整可能已过度,投资者有机会以较低估值增持优质中国AI股票。中国互联网行业目前12个月远期市盈率约为13倍,已接近DeepSeek发布前的水平,当前估值尚未充分反映过去一年AI投资及变现带来的收益。瑞银财富管理预计,MSCI中国指数...
36氪获悉,人工智能公司出门问问发布2025年年度业绩。报告显示,2025年收入为3.23亿元,亏损收窄90.5%,经调整亏损净额(非公认会计原则计量)同比下降72.6%。其中,AI硬件收入1.74亿元,同比增长14.4%。公司AI软件业务毛利率保持在86.7%,依托组织AI转型,公司运营成本下降5...
作者|黄楠 编辑|袁斯来 2024年进入储能市场,是个有些反常识的决定。 储能在2022年前后经历过一次疯狂的增长,产能过剩后又惨烈洗牌,到曹治鹏入场时,已经相对平静。华宝新能、正浩创新、安克、大疆、华为等等大厂,都在其中盘踞一块领地。 但曹治鹏发现,市场并非死水一潭。...
文|胡香赟 编辑|海若镜 AI制药领域,再现200亿人民币级交易。 3月29日晚,英矽智能(HK:03696)公告了与礼来和合作:首付款1.15亿美元、总价27.5亿美元,另包含产品上市后的潜在销售分成。交易核心是一款临床前口服GLP-1药物;此外,基于英矽智能Pharma...
According to a Quinnipiac University poll, 15% of Americans say they'd be willing to have a job where their direct supervisor was an AI program that a...
刚刚在去年11月完成一轮成功的C轮融资后,韩国无晶圆厂AI芯片初创公司Rebellions又额外筹集了4亿美元资金。这笔最新融资发生在公司计划于今年晚些时候进行IPO之前,领投方为Mirae Asset Financial Group和Korea National Growth Fund。(新浪财经...
LiteLLM had obtained two security compliance certifications via Delve and fell victim to some horrific credential-stealing malware last week.
AI adoption is rising in the U.S., but trust remains low, with most Americans concerned about transparency, regulation, and the technology’s broader s...
Mantis takes disparate sources of data to make synthetic datasets that can be used to build so-called "digital twins" of the human body, representing ...
ScaleOps just raised $130M to tackle GPU shortages and soaring AI cloud costs by automating infrastructure in real time.
The startup, which is planning to go public later this year, designs chips specifically for AI inference, another challenger to Nvidia's dominance.
Mistral aims to start operating the data center by the second quarter of 2026.
As AI floods software development with code, Qodo is betting the real challenge is making sure it actually works.
3月30日,法国人工智能初创公司Mistral AI宣布,已获得8.3亿美元的债务融资,用于在巴黎郊外建设数据中心项目。Mistral表示,这笔资金将用于从英伟达公司购买13,800个GB300芯片,用于在法国建设数据中心,该数据中心将于2026年第二季度投入运营。Mistral计划到2027年底,...
Starcloud becomes the fastest Y Combinator startup to reach unicorn status, just 17 months after demo day.