世界桌球大獎賽 趙心童10比6挫張安達 首奪冠軍 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】啟德舉行的世界桌球大獎賽,趙心童決賽擊敗張安達,首奪冠軍。 兩位中國球手較量,世界第8的趙心童決賽5次一桿過百,第七...
世界桌球大獎賽 趙心童10比6挫張安達 首奪冠軍 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】啟德舉行的世界桌球大獎賽,趙心童決賽擊敗張安達,首奪冠軍。 兩位中國球手較量,世界第8的趙心童決賽5次一桿過百,第七局更加造出今屆最高桿數145度,頭八局與排名23的張安達互有領先,打成4比4平手。19局10勝,世界冠軍趙心童始終技高一籌,晚上環節控制形勢,結果贏局數10比6,取得生涯第4個排名賽錦標。
"But if there's any sense to which, certainly in the future, the persona continues to evolve or says things that I would never say, or has allegiances I would never have, and this begins to mangle people's actual recollections of me and my values then I think I would have a big problem."
"But if there's any sense to which, certainly in the future, the persona continues to evolve or says things that I would never say, or has allegiances I would never have, and this begins to mangle people's actual recollections of me and my values then I think I would have a big problem."
愛潑斯坦案|施紀賢幕僚長請辭 指為建議委任文德森負全責 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】英國首相施紀賢的幕僚長麥克斯威尼辭職。 麥克斯威尼發聲明指,經過深刻反省後決定辭職離開政府,指任命文德森的決定...
愛潑斯坦案|施紀賢幕僚長請辭 指為建議委任文德森負全責 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】英國首相施紀賢的幕僚長麥克斯威尼辭職。 麥克斯威尼發聲明指,經過深刻反省後決定辭職離開政府,指任命文德森的決定是錯誤,對於建議施紀賢委任文德森出任駐美國大使的決定要負上全責,批評對方損害工黨、國家及政治互信。 美國司法部陸續公開更多已故淫媒富商愛潑斯坦的案件資料後,傳媒揭發文德森與愛潑斯坦有進一步不當來往,涉嫌向對方洩漏英國政府的敏感資料,英國警方介入調查,施紀賢政府則受到巨大政治壓力。
美国当地时间2月4日,Uber CEO Dara Khosrowshahi在发布2025年第四季度财报时表示,根据在自动驾驶汽车领域所看到的,Uber比以往任何时候都更加确信这是一个价值数万亿美元的机遇。 到2026年底,Uber预计将在全球多达15个城市提供自动驾驶汽车出行服务(AV trips),涵盖美国和其他国家,到2029年成为全球最大的自动驾驶汽车出行服务提供商。 2026年,距离彼时共...
美国当地时间2月4日,Uber CEO Dara Khosrowshahi在发布2025年第四季度财报时表示,根据在自动驾驶汽车领域所看到的,Uber比以往任何时候都更加确信这是一个价值数万亿美元的机遇。 到2026年底,Uber预计将在全球多达15个城市提供自动驾驶汽车出行服务(AV trips),涵盖美国和其他国家,到2029年成为全球最大的自动驾驶汽车出行服务提供商。 2026年,距离彼时共享汽车的一阵喧嚣,正好是第十年。而今年,又恰好被认为是Robotaxi元年。出行服务的赛道上,好似又完成了一次接力。 就在美国当地时间2月2日,Waymo宣布完成160亿美元融资,公司估值在投后达到了1260亿美元。Waymo官方指出,这标志着大规模自动驾驶时代,已经到来。 另一边,特斯拉也断腕一搏,向自动驾驶吹起全力进击的号角。 从盛极一时,到一地鸡毛,曾经的共享汽车可谓是披着汽车产业新四化之一的共享化高调开场,但却没能逃脱商业模式的桎梏,黯然离场。 Robotaxi作为自动驾驶在出行场景上的商业化落地,重资产,高度依赖周转率,这个和共享汽车的显著共性使得这两者被拿来做比照,更进一步地说,试图用共享汽车的失败,照见Robotaxi的潜在风险。 当年盛况 当下,全球范围内各龙头的Robotaxi业务如火如荼。彼时,共享汽车也可谓一场豪门盛宴,几乎所有世界级的主机厂和租赁巨头都重金入局。 欧洲大陆上,戴姆勒、宝马、大众等车企是这一模式最早的也是投入最大的推动者,他们试图通过分时租赁消化产能并抢占入口。Car2Go作为行业的标志性品牌,首创了随取随还的模式,曾扩展至全球20多个国家,但随后与宝马业务合并为ShareNow,退出北美市场,欧洲业务也出售给了Stellantis。 北美大陆的通用和福特更加直接,快速试错,快速止损,当发现财务模型跑不通的时候,选择了迅速切断。Maven曾是通用旗下一个非常有野心的项目,甚至推出了针对零工经济司机的周租服务。然而,2020 年,通用宣布永久停止Maven的运营,将资源重新集中到自动驾驶和电动化上。 国内市场则堪称全球最大的试验场,以上汽EVCARD、首汽GoFun为代表,前者背靠上汽,曾是全球最大的电动汽车分时租赁品牌,后者拥有大量油车、电车,一度占据国内市场份额第一。但最后,两家都不得不经历极大规模的业务收缩和转型。 而这场大浪淘沙的...
錦綉花園失水|小業主權益聯會促承擔監管責任 水務署:本末倒置 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】錦綉花園業主發聲明,要求水務署承擔監管責任,並主導維修。水務署重申只負責規管,居民要求負責保養維修是本末...
錦綉花園失水|小業主權益聯會促承擔監管責任 水務署:本末倒置 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】錦綉花園業主發聲明,要求水務署承擔監管責任,並主導維修。水務署重申只負責規管,居民要求負責保養維修是本末倒置。 錦綉花園小業主權益聯會指,過去四十年被發展商及前朝政府訂立的地契蒙蔽,以為供水系統由政府部門負責,要求政府履行監管執法職責作出合理補救,並計劃請願要求發展局介入。水務署反駁指地契列明政府只負責管理由錦綉花園接收的地段,而屋苑落成至今未有路段轉交政府,業主聯會一再將水務署錯誤定性為責任方,要求承擔保養維修責任實屬本末倒置,希望聯會停止發放不實資訊,水務署已委託獨立專家小組提供意見,會爭取在四月有初步結果。
日本眾議院選舉|自民黨執政聯盟議席達修憲門檻 高市將參拜靖國神社 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】日本執政自民黨在眾議院選舉不但單獨取得過半議席,亦與日本維新會合共獲得至少三分二議席,達到可修憲的門...
日本眾議院選舉|自民黨執政聯盟議席達修憲門檻 高市將參拜靖國神社 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】日本執政自民黨在眾議院選舉不但單獨取得過半議席,亦與日本維新會合共獲得至少三分二議席,達到可修憲的門檻.首相高市早苗表示會就參拜靖國神社,爭取盟友和周邊國家的理解。 日本首相高市早苗在黨總部出席記者會,於寫有黨內候選人名字的看板上逐一貼上象徵當選的紅花。在眾議院465席中,自民黨單獨獲得至少233席,達到過半數門檻,不但是自2021年大選後再次單獨獲得過半議席,亦與執政盟友日本維新會取得超過三分二席位,即逾310席,是自2017年大選後再次達到可修憲的門檻。 高市指出與維新會的聯盟是非常重要,她強烈希望繼續維持下去,並歡迎其他願意合作的政黨一起攜手並進,「我希望維新會能加入內閣,一起承擔責任,這份意願未有改變。」 修憲方面,高市稱自民黨已有準備好的方案,期望在憲法審查會上認真審議,她早前已表明有意修憲,賦予自衛隊合法地位。人事安排方面,高市稱內閣剛成立3個月,且閣員均是她有信心才挑選,現時無需作出重大變動。 由立憲民主黨和公明黨組成的中道改革聯合議席數目則大幅削減,立憲民主黨黨魁野田佳彥表示需謙虛接受大部分人在今次選舉中表達的民意。
tupungato/iStock Editorial via Getty Images Investment Thesis Not only is Microsoft ( MSFT ) growing, it's also compounding. The enormous contracted backlog represents future revenue growth, and Azure, Foundry, and Copilot complement each other from infrastructure to applications, providing greater customer stickiness. Higher investments are deliberate and creating a lasting AI infrastructure. Int...
tupungato/iStock Editorial via Getty Images Investment Thesis Not only is Microsoft ( MSFT ) growing, it's also compounding. The enormous contracted backlog represents future revenue growth, and Azure, Foundry, and Copilot complement each other from infrastructure to applications, providing greater customer stickiness. Higher investments are deliberate and creating a lasting AI infrastructure. Interestingly, since my last coverage , MSFT shares are down 22%, which makes it a strong buy opportunity as the thesis remains a long-term story. Data by YCharts ~$156 Billion Topline Conversion From $625 Billion RPO Backlog Over 12 Months Microsoft has an operational advantage through the scaling of its integrated cloud and AI. This advantage centers on the synchronization between Azure infra, the proprietary model catalog (Foundry), and end-user applications (Copilot). This integration drives compounding topline growth across multiple business segments. I see this in Microsoft Cloud’s $51.5 billion in Q2-FY26 topline with a 26% YoY increase as Microsoft monetizes each layer of its tech stack. The Azure and Other Cloud Services segment grew 39%, with AI services leading directly to this expansion. Microsoft’s topline growth outperforms the sector median topline growth of 9.22% by a wide margin. The elements of this growth include the token factory model, as Microsoft sells the underlying compute power (Azure), access to models (Foundry), and the final application interface (Copilot). Q2 Earnings In my view, this multi-layered monetization builds a durable revenue pipeline as the Commercial Remaining Performance Obligation [RPO]. Microsoft’s commercial bookings increased 230% YoY, pushing the RPO balance to $625 billion (a 110% YoY increase). A backlog of this magnitude leads to high visibility into future topline. ~25% of this $625 billion will convert to topline within the next 12 months; that is marking a 39% increase in short-term topline realization. The remaining balanc...
tupungato/iStock Editorial via Getty Images Investment Thesis Not only is Microsoft ( MSFT ) growing, it's also compounding. The enormous contracted backlog represents future revenue growth, and Azure, Foundry, and Copilot complement each other from infrastructure to applications, providing greater customer stickiness. Higher investments are deliberate and creating a lasting AI infrastructure. Int...
tupungato/iStock Editorial via Getty Images Investment Thesis Not only is Microsoft ( MSFT ) growing, it's also compounding. The enormous contracted backlog represents future revenue growth, and Azure, Foundry, and Copilot complement each other from infrastructure to applications, providing greater customer stickiness. Higher investments are deliberate and creating a lasting AI infrastructure. Interestingly, since my last coverage , MSFT shares are down 22%, which makes it a strong buy opportunity as the thesis remains a long-term story. Data by YCharts ~$156 Billion Topline Conversion From $625 Billion RPO Backlog Over 12 Months Microsoft has an operational advantage through the scaling of its integrated cloud and AI. This advantage centers on the synchronization between Azure infra, the proprietary model catalog (Foundry), and end-user applications (Copilot). This integration drives compounding topline growth across multiple business segments. I see this in Microsoft Cloud’s $51.5 billion in Q2-FY26 topline with a 26% YoY increase as Microsoft monetizes each layer of its tech stack. The Azure and Other Cloud Services segment grew 39%, with AI services leading directly to this expansion. Microsoft’s topline growth outperforms the sector median topline growth of 9.22% by a wide margin. The elements of this growth include the token factory model, as Microsoft sells the underlying compute power (Azure), access to models (Foundry), and the final application interface (Copilot). Q2 Earnings In my view, this multi-layered monetization builds a durable revenue pipeline as the Commercial Remaining Performance Obligation [RPO]. Microsoft’s commercial bookings increased 230% YoY, pushing the RPO balance to $625 billion (a 110% YoY increase). A backlog of this magnitude leads to high visibility into future topline. ~25% of this $625 billion will convert to topline within the next 12 months; that is marking a 39% increase in short-term topline realization. The remaining balanc...
Some companies have failed to report strong enough earnings growth this past quarter; that's not the case for these three stocks that trade for less than $5
Some companies have failed to report strong enough earnings growth this past quarter; that's not the case for these three stocks that trade for less than $5
Oracle is spending on data centers, but that bet should pay off. Nvidia (NVDA +8.01%) has been the most compelling stock on Wall Street in the last several years. Its graphics processing units (GPUs) are the go-to chip for training and running high-performance artificial intelligence applications. Each GPU costs in the tens of thousands of dollars, and hyperscalers are bundling them by the hundred...
Oracle is spending on data centers, but that bet should pay off. Nvidia (NVDA +8.01%) has been the most compelling stock on Wall Street in the last several years. Its graphics processing units (GPUs) are the go-to chip for training and running high-performance artificial intelligence applications. Each GPU costs in the tens of thousands of dollars, and hyperscalers are bundling them by the hundreds to perform complex computing. That's why Nvidia stock is up more than 700% in the last three years, pushing the company to a market capitalization of more than $4 trillion. It's the biggest company in the world by market cap. But as interesting as Nvidia is, I think another stock has a more compelling growth story right now. And because it's deeply discounted, I think this stock is ripe for the picking. Let's look at Oracle Oracle (ORCL +4.77%) doesn't get nearly as much attention as Nvidia. It's smaller, with a market cap of just $440 billion. And the stock is down steeply from its September highs, dropping more than 52%. Part of the issue is Oracle's steep spending on AI infrastructure. The stock started falling last year as investors became skeptical of the company's debt load. Oracle's debt exceeds $100 billion, as the company raised $58 billion to fund data center projects in Texas, Wisconsin, and New Mexico. Oracle has a $300 billion deal with OpenAI to supply AI infrastructure and cloud computing services to the maker of ChatGPT, but analysts at TD Cowen project the company will need about $156 billion in infrastructure to support the project that begins in 2027. Those concerns have pushed Oracle stock down sharply. But while debt is certainly an issue, the company's recent performance shows it has a ton of potential. Expand NYSE : ORCL Oracle Today's Change ( 4.77 %) $ 6.51 Current Price $ 142.99 Key Data Points Market Cap $410B Day's Range $ 138.91 - $ 143.03 52wk Range $ 118.86 - $ 345.72 Volume 1.3M Avg Vol 28M Gross Margin 65.40 % Dividend Yield 1.40 % The bul...
Key Points Nvidia's graphics processing centers have captivated the market. Oracle is down more than 50% since September, but revenue is expected to rise sharply. 10 stocks we like better than Oracle › Nvidia (NASDAQ: NVDA) has been the most compelling stock on Wall Street in the last several years. Its graphics processing units (GPUs) are the go-to chip for training and running high-performance a...
Key Points Nvidia's graphics processing centers have captivated the market. Oracle is down more than 50% since September, but revenue is expected to rise sharply. 10 stocks we like better than Oracle › Nvidia (NASDAQ: NVDA) has been the most compelling stock on Wall Street in the last several years. Its graphics processing units (GPUs) are the go-to chip for training and running high-performance artificial intelligence applications. Each GPU costs in the tens of thousands of dollars, and hyperscalers are bundling them by the hundreds to perform complex computing. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » That's why Nvidia stock is up more than 700% in the last three years, pushing the company to a market capitalization of more than $4 trillion. It's the biggest company in the world by market cap. But as interesting as Nvidia is, I think another stock has a more compelling growth story right now. And because it's deeply discounted, I think this stock is ripe for the picking. Let's look at Oracle Oracle (NYSE: ORCL) doesn't get nearly as much attention as Nvidia. It's smaller, with a market cap of just $440 billion. And the stock is down steeply from its September highs, dropping more than 52%. Part of the issue is Oracle's steep spending on AI infrastructure. The stock started falling last year as investors became skeptical of the company's debt load. Oracle's debt exceeds $100 billion, as the company raised $58 billion to fund data center projects in Texas, Wisconsin, and New Mexico. Oracle has a $300 billion deal with OpenAI to supply AI infrastructure and cloud computing services to the maker of ChatGPT, but analysts at TD Cowen project the company will need about $156 billion in infrastructure to support the project that begins in 2027. Those concerns have pushed Oracle stock down sharply. But while debt is certainly an issue, the compan...