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小米紧随 DeepSeek 疯狂降价,罗福莉却劝同行别盲目跟风?

36kr 📅 06/03 12:59 1810.HK
谁也没想到,短短几周时间, 大模型行业的风向 竟然发生180度转变。 前脚还是涨价潮,后脚就变成了降价战。 此前,阿里、字节等厂商陆续调整部分模型服务价格,智谱部分API价格暴涨83%,整个行业一度释放出“优质模型开始回归价值定价”的信号。 就在不少人认为低价时代走到头时, DeepSeek突然宣布将旗舰模型V4-Pro此前75%的优惠价格永久保留 ,相当于官方定价直接降至原来的四分之一。 本以为...

欧盟部署最大规模应对野火措施

同花顺 📅 06/03 12:58
欧盟委员会发表声明,为应对日益加剧的欧洲野火风险,部署了最大规模的应对措施。这包括通过欧盟民防机制协助筹措资金,协调部署创纪录数量的消防员、飞机和应急专家。近800名消防员将被派往塞浦路斯、希腊、意大利、法国、西班牙和葡萄牙等野火高发地区,22架飞机和5架直升机已处于待命状态。此外,欧盟还计划在塞浦路斯设立一个新的区域消防枢纽,预先部署6架飞机。(新华社)

Astera Labs deepens Taiwan footprint for AI infra growth

Seeking Alpha 📅 06/03 12:58 ALAB.O
bedo Astera Labs ( ALAB ) is expanding its Taiwan operations and Cloud-Scale Interop Lab to support growing demand for AI infrastructure and strengthen its presence in a key global semiconductor hub. The company said the expansion is designed to accelerate platform validation, system integration and deployment for hyperscalers and AI infrastructure providers. " Taiwan is where the global AI supply...

Nebius And The Next Phase Of AI

Seeking Alpha 📅 06/03 12:58
MikeMareen/iStock via Getty Images Introduction Nebius ( NBIS ) has become one of the most talked-about AI stocks for a reason. Although the sentiment shift occurred after Nvidia’s ( NVDA ) $2 billion investment, Computex was probably the game changer when Jensen Huang emphasized Nebius as one of the fastest-growing cloud partner companies in his opening keynote at the show. Not only has the marke...

格隆汇6月3日|印尼上游监管机构:印尼1月至5月原油产量为57.62万桶/日,天然气产量为65.5亿立方英尺/日。

格隆汇 📅 06/03 12:57
格隆汇6月3日|印尼上游监管机构:印尼1月至5月原油产量为57.62万桶/日,天然气产量为65.5亿立方英尺/日。

格隆汇6月3日|印尼股市指数跌超5%,创2021年5月以来新低。

格隆汇 📅 06/03 12:57
格隆汇6月3日|印尼股市指数跌超5%,创2021年5月以来新低。

Set sell price and went to sleep. Woke up , saw the massive dip and got a heart attack. - Moomoo

Google 📅 06/03 12:57 AVGO.O
Set sell price and went to sleep. Woke up , saw the massive dip and got a heart attack. Moomoo

手机大厂,盯上大疆的现金奶牛

36kr 📅 06/03 12:56
手机大厂们,盯上了云台相机。 云台相机被誉为Vlog神器,一直由 大疆Pocket 系列统治。Pocket3总销量已破千万。 如今vivo、OPPO、小米、荣耀,带着钱和渠道杀了进来。 Vlog创作撑起大疆市场 2024年3月,深圳女孩巫以第一次接触到大疆Pocket3,便成了它的铁杆粉。 那是在香港塔门岛旅行,同队的一名男生见巫以举着手机走走拍拍,便把自己的Pocket3借给她。 首先打动巫以的...

历史性一幕!中际旭创、工业富联双双碾压茅台

格隆汇 📅 06/03 12:55
格隆汇6月3日|中国资本市场出现具里程碑意义的“历史性一幕”:光模块龙头中际旭创的股价,以及AI算力巨头工业富联的市值,今日双双实现了对传统消费股王贵州茅台的全面超越! 截至半日收盘,市场见证了两大历史级反超: 中际旭创涨超10%,报1315.51元创历史新高,超越贵州茅台,成为A股第四高价股,贵州茅台退居第五。这标志着在资本市场眼中,高端AI硬科技的战略稀缺性与确定性,已正式压倒传统白酒龙头。 ...

共情时代走向终结了吗?

36kr 📅 06/03 12:55 TSLA.O
全文阅读时长约14分钟 当下的企业领导者,正变得愈发果敢强势、行事直白利落。在这个崇尚务实攻坚、高效落地的时代,情绪智力依旧是领导者不可或缺的核心素养。 二十余年来,共情在领导力体系中始终占据着举足轻重的核心地位。它早已跳出“软实力”的狭义定义,成为领导者塑造个人影响力、推动团队协同、做出科学高效决策的关键战略能力。世界经济论坛《2025未来就业报告》进一步佐证了这一趋势:“共情与积极倾听” 跻身...

顿涅茨克地区遭袭致7人死亡

同花顺 📅 06/03 12:55
顿涅茨克地区领导人普希林3日在社交媒体上表示,一辆巴士当天清晨在该地区遭乌克兰无人机袭击,造成7人死亡、11人受伤。遇袭车辆当时在从莫斯科开往克里米亚的辛菲罗波尔途中。(新华社)

格隆汇6月3日|马来西亚林吉特兑美元跌至3.981,为4月9日以来最低水平,跌幅达0.5%。

格隆汇 📅 06/03 12:53
格隆汇6月3日|马来西亚林吉特兑美元跌至3.981,为4月9日以来最低水平,跌幅达0.5%。

Meta baby ads are like 'a cot in your front room', say grieving parents

BBC News 📅 06/03 12:53 META.O
Michelle Welsh says targeted adverts are like "putting a cot in the living room" of bereaved families.

印尼股市基准指数下跌4.9%

同花顺 📅 06/03 12:53
印尼股市基准指数下跌4.9%,至5889点。

Kioxia Edges Nearer Toyota’s Market Cap in Shakeup to Japan Inc.

Bloomberg 📅 06/03 12:53
Kioxia Holdings Corp. is closing in on the No. 2 spot among Japan’s most valuable firms as the global artificial intelligence boom remodels the country’s corporate landscape. The memory chipmaker’s market capitalization is rivaling that of Toyota Motor Corp. thanks to a surge of as much as 7.2% in its shares Wednesday. Kioxia’s market value surpassed ¥45 trillion ($281 billion), more than the auto...

A Comparative Analysis Of Taylor Morrison, Green Brick And Smith Douglas

Seeking Alpha 📅 06/03 12:52
Eduard Figueres/iStock via Getty Images Introduction When I learned the news last weekend that Berkshire Hathaway had agreed to acquire Taylor Morrison Home Corporation ( TMHC ) for $6.8 billion, or at roughly a 24% premium over the prior Friday’s closing price, my immediate emotional reaction was not excitement over Taylor Morrison itself. Instead, I experienced a strange sense of disappointment—...

麦格理:在从通用AI转型之际,物理AI料将迅速成熟

格隆汇 📅 06/03 12:51
格隆汇6月3日|麦格理分析师在一份报告中表示,物理AI正在迅速成熟,并将很快被部署以降低整个工厂车间的成本并提高运营效率。他们表示,AI行业正在从通用AI向物理AI转型,并通过先进的数据和测试模拟,被用于加速物理AI模型的训练和测试。他们表示,为了支持这一转型,主要芯片制造商正在建立强大的生态系统,发布参考机器人设计,允许开发者使用专有芯片(如英伟达的GR00T和高通的IQ10)进行原型设计,这有...

景顺长城基金旗下全球芯片LOF基金二级市场交易价格明显高于基金份额净值

同花顺 📅 06/03 12:50
景顺长城基金管理有限公司公告,近期,公司旗下全球芯片LOF(501225)二级市场交易价格明显高于基金份额净值,出现较大幅度溢价。为保护投资者利益,该基金将于6月3日下午开市起停牌至当日收市,停牌期间基金赎回业务照常办理。

The Pros and Cons of Claiming Social Security at 62, 67, and 70

Nasdaq 📅 06/03 12:50
Key PointsBefore making a final decision about when to claim benefits, it’s a good idea to compare the pros and cons associated with each age.

格隆汇6月3日|上交所:景顺长城全球半导体芯片产业股票型证券投资基金(QDII-LOF)将于2026年6月3日下午开市起停牌至当日收市,停牌期间本基金赎回业务照常办理...

格隆汇 📅 06/03 12:49
格隆汇6月3日|上交所:景顺长城全球半导体芯片产业股票型证券投资基金(QDII-LOF)将于2026年6月3日下午开市起停牌至当日收市,停牌期间本基金赎回业务照常办理。

SEALSQ joins €130M Series A financing round for Quobly

Seeking Alpha 📅 06/03 12:48
SEALSQ Corp. ( LAES ) Monday reported its participation as a lead investor in Quobly’s €130 million Series A financing. The round is led by ST Microelectronics ( STM ), SEALSQ, Isalt, and the French Public Investment Bank (BPI France). The SEALSQ investment made via the SEALSQ Quantum Fund supports Quobly’s industrialization of silicon-based quantum processors and the deployment of its first comme...

大和上调铠侠目标价至12.3万日元

格隆汇 📅 06/03 12:48
格隆汇6月3日|大和资本市场将铠侠控股的目标价从5万日元上调至12.3万日元。

Globus Medical: Obtaining My Backing Again

Seeking Alpha 📅 06/03 12:48
ljubaphoto/E+ via Getty Images Shares of Globus Medical ( GMED ) have been trading flattish in recent times. Following a big jump in response to a strong quarter in the fall of last year, shares have been trading range-bound between $75 and $100 ever since. Shares are now trading towards the lower end of the range, near the $80 mark. This comes as the medical device complex at large is facing some...

创业板指突破4200点创历史新高!CPO概念爆发,“易中天”集体新高,创业板人工智能ETF招商(159243)大涨6.62%

格隆汇 📅 06/03 12:47
格隆汇6月3日|6月3日午盘,创业板指涨3.97%,突破4200点创历史新高。CPO概念爆发,“易中天”集体新高——天孚通信涨14.56%,中际旭创涨超10%,新易盛涨近9%,太辰光、依米康、金信诺等纷纷大涨。创业板人工智能ETF招商(159243)放量大涨6.62%,刷新上市以来新高。 业内分析认为,市场热度的持续升温,离不开产业层面的技术迭代与产能扩张。1.6T光模块被视为下一阶段的核心增长引...

瑞士医疗科技企业PeriVision研发AI视功能检查算法及检测仪,提升青光眼检测速度 | 瑞士创新100强

36kr 📅 06/03 12:47
图源PeriVision 瑞士医疗科技公司PeriVision成立于2022年,公司致力于研发AI视功能检查算法及检测仪。其AI算法基于序列优化重建策略(SORS),能够嵌入头显视野检测仪,自动完成患者视力检测引导与结果解读,在提升临床精度的同时优化工作流程,缩短检测时长。 PeriVision是伯尔尼大学ARTORG医学影像人工智能中心实验室的衍生公司,由Patrick Kessel、Serif...

晶科能源钱晶:组件价格变化的影响正逐渐减少

同花顺 📅 06/03 12:47
SNEC 2026期间,晶科能源副总裁钱晶在接受采访时表示,今年公司储能订单已签4.76GWh,高潜订单为5.3GWh,储备订单超20GWh。对于今年组件价格的预判,其认为,目前来看降价空间较小,但“组件价格在整个系统中的占比愈发减少,相关价格变化的影响随之逐渐减少。海外客户,尤其是欧美客户等,也愿意为高功率产品议价”。此外,在其看来,现阶段美国AIDC数据中心配套光储渗透率不足10%,AIDC有...

Western Digital: Strong Margins, AI Story Intact

Seeking Alpha 📅 06/03 12:47
JHVEPhoto/iStock Editorial via Getty Images Dozens of S&P 500 stocks have doubled in the past 12 months. A handful is up a whopping 900% or more. Among them is Western Digital ( WDC ). Shares of this Information Technology sector company have soared 915% since June 2025. That puts WDC as third-best in the S&P 500 over the past year. I think there are more gains to come. While ‘peak earnings’ is a ...

格隆汇6月3日|印度卢比兑美元延续跌势,跌至1美元兑95.75卢比,日内跌幅达0.5%。

格隆汇 📅 06/03 12:46
格隆汇6月3日|印度卢比兑美元延续跌势,跌至1美元兑95.75卢比,日内跌幅达0.5%。

CBS Fires Scott Pelley From ‘60 Minutes’ After He Confronted New Boss

Yahoo 📅 06/03 12:46 GOOG.O
(Bloomberg) -- CBS News fired 60 Minutes correspondent Scott Pelley after the longtime journalist confronted his new boss at an internal meeting on Monday.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTrump Begins Rebuilding His Tariff Wall Citing Forced LaborCanada Dips Into Technical Recession for ...

Indonesia Stocks Tumble to Five-Year Low, Rupiah Drops to Record

Bloomberg 📅 06/03 12:46
Indonesian stocks slumped to their lowest level in five years while the rupiah reached another record low, underscoring investor concern that persistently high oil prices are straining the country’s finances. The benchmark Jakarta Composite Index plunged as much as 5.2% to the lowest since May 2021. Materials led the declines, with a subgauge of the sector tumbling more than 10%. The rupiah weaken...
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