260亿美元，是资本市场给AI编程公司Cognition开出的最新价格。 去年9月，Cognition AI刚刚跨过百亿美元估值门槛，那时它就已经足够像一个硅谷神话。 三位年轻华人创始人，合计拿过5枚国际信息学奥林匹克金牌 ，从一个短租房里搭出了“全球首位AI软件工程师”Devin的雏形，公司成立两年多估值就冲到了百亿美元。 华人、奥赛、哈佛、MIT、退学创业、AI Agent……每一个标签都足够抓人，Cognition绝对能算是AI编程赛道里最有故事感的公司之一。 现在，这个故事又被资本市场往前推了一大截。 据彭博社报道 ，Devin背后的Cognition AI完成超过10亿美元新融资，投后估值达到260亿美元。 本轮融资由Lux Capital、General Catalyst和8VC共同领投，Ribbit Capital、Atreides Management、Founders Fund等参投。Cognition官方也确认了这一轮融资和最新的估值。 也就是说， 距离上一轮102亿美元估值只过去8个多月，Cognition的估值涨到了原来的2.5倍。 资本买下的，不只是一个AI程序员 这轮融资里，领头的资本很有代表性。 Lux Capital是硅谷很有辨识度的硬科技基金，长期投前沿科学、深科技、AI、机器人、航空航天、国防和计算基础设施这类“比较硬核”的项目。在它自己的投资页面里，Cognition被归在“提高生产力效率+基础设施+计算机科学”方向。 可以说，Lux Capital投资Cognition，看中的是Cognition把AI Agent做成软件工程基础设施的可能。 General Catalyst关注的则是企业流程被AI改造的机会。这家公司不只是传统VC，它在官网把自己称为“全球投资与转型公司”，这几年很强调transformation，也就是用资本、运营和企业关系去推动传统行业和大型机构转型。 除了Cognition，General Catalyst还在加倍押注Anthropic。过去一年，它连续参与Anthropic的多轮巨额融资。 同为领投公司的8VC身上带着政府和大型企业部署的想象。这家公司长期押注“复杂组织里的企业软件基础设施”，而Cognition的客户名单里已经出现美国陆军、美国海军、NASA等政府或公共部门色彩较强的客户。8VC参与...

Good afternoon from Los Angeles. We just announced the first batch of speakers for the Screentime conference: Filmmaker Ben Affleck NBCUniversal Entertainment Chair Donna Langley Kalshi co-founder and CEO Tarek Mansour Netflix co-CEO Ted Sarandos Suno co-founder and CEO Mikey Shulman I woke up too early to talk about this year’s event on Morning Joe. We’ll announce more speakers over the summer, and I hope you’ll join us in the fall . Five things you need to know Self-made billionaire Tilman Fertitta is buying casino giant Caesars Entertainment for $5.7 billion. The 68-year-old Texan has been pursuing the company for almost a decade. Former technology columnist Nick Bilton is the new executive producer of 60 Minutes . He said he’s going to make the show, the most-watched news magazine in the US, more popular online . Music has been central to TikTok’s appeal since its inception. But some industry figures worry about the app owner’s new approach. Universal Music Group rejected Bill Ackman’s offer to buy the company after its biggest shareholder said, “no thank you .” The potential merger of SiriusXM and iHeartMedia is dead — for now — after the Sirius board rejected the idea. The YouTube filmmakers have arrived The two most popular movies in the world were directed by YouTube creators under the age of 30 . Backrooms grossed $81.7 million in North America this weekend, the biggest opening in the history of A24. It was directed by Kane Parsons, who rocketed to fame as a teenager with a YouTube series. Obsession , directed by Curry Barker, has increased its grosses two weekends in a row and eclipsed $100 million worldwide. Their success signals a potential shift in audience taste and a hunger for new voices. These two movies, which cost less than $15 million to produce combined, are proving more popular with young viewers than a new Star Wars film. It also underscores the arrival of a new class of filmmaker born on YouTube, “Platforms like YouTube have bred a whole new ...

智通财经获悉，全球投资界迎来一笔重磅交易。美国投资巨头伯克希尔·哈撒韦(BRKA.S.US)宣布，将以总企业价值约85亿美元的全现金交易收购美国大型 住宅开发 商Taylor Morrison(TMHC.US)，这是伯克希尔新任首席执行官格雷格·阿贝尔正式执掌公司后完成的首笔大型收购案。根据双方签署的最终协议，伯克希尔将以每股72.50美元现金收购Taylor Morrison全部流通股，对应股权价值约68亿美元，较该公司5月29日58.50美元的收盘价溢价约24%。交易完成后，Taylor Morrison将从纽约 证券 交易所退市，并转为私有化运营。 阿贝尔时代开启：3970亿美元现金首次大规模出手 市场普遍将此次收购视为“后巴菲特时代”的重要战略信号。自传奇投资人沃伦·巴菲特退休后，阿贝尔正式接掌这家市值超过万亿美元的投资集团。过去一年，外界持续关注的问题是：在创纪录现金储备压力下，新管理层何时会进行真正意义上的资本部署。 截至2026年第一季度末，伯克希尔持有现金及美国国债规模达到约3970亿美元，创下历史新高。长期以来，公司因持续减持股票、迟迟未展开大型并购而受到部分投资者质疑。此次85亿美元收购虽然仅占其现金储备的约2%，但象征意义远大于财务规模。 阿贝尔在声明中表示：“我们非常高兴Taylor Morrison加入伯克希尔的投资组合。随着时间推移，我们希望将现场建造住宅业务整合至统一平台，帮助更多美国人实现住房梦想。” 值得注意的是，“整合业务平台”这一表述引发华尔街广泛关注。长期以来，伯克希尔奉行“永久持有、独立经营”的收购哲学，被收购企业通常保留高度自治权。然而阿贝尔此次明确提出未来可能整合住宅 建筑 业务，被不少分析人士视为伯克希尔经营思路出现微妙变化。 投资机构Hudson Value Partners合伙人Christopher Davis认为，这种模式与巴菲特时代强调的“分散自治”存在明显区别，投资者可能欢迎这种更具产业协同色彩的新战略。 在巴菲特执掌的数十年间，伯克希尔对上市公司实施完全收购的案例并不多见。巴菲特的经典路径是以少数股权重仓持有优质企业，通过长期持股而非控制运营来实现价值增值。而阿贝尔正在书写不同的叙事。在履新后的首个季度，他已经在多个方向部署了数百亿美元资本：2025年10月敲定以97亿美元现金从西方 石油 收购Oxych...

AMD CEO Lisa Su holds a Ryzen chip. | Image: AMD Computex 2026 is underway in Taiwan, and we're expecting all manner of flashy computers with jaw-dropping pricetags (or no pricetags at all) as the entire industry navigates RAMageddon . But for desktop PC gamers, AMD has a different pitch. It's relaunching three old components alongside a big new promise: you won't need to buy a new motherboard until 2030. Today, AMD is promising it will keep supporting its AM5 desktop motherboard socket with new Ryzen processors through 2029, which likely means you can keep upgrading to newer CPUs till the end of the decade without changing your board. Even if you're still on the older AM4 socket, you … Read the full story at The Verge.

五一假期過後，廈門鼓浪嶼依然遊客如織。島上有新開放的中國電影音樂專題展館，以及國家美術館鼓浪嶼藝術空間。 今年已有超過15萬海外遊客到訪鼓浪嶼，同比增長逾百分之49。歷史建築磁石貼等文創產品，亦成為熱門紀念品。 為提升購物體驗，廈門今年起改善離境退稅服務，至今認證151家退稅商店，其中71家提供「即買即退」服務，遍佈主要商圈及旅遊區。今年首四個月，在退稅店購物的國際旅客數量，按年激增超過百分之560，銷售額增長百分之66.8，而退稅額接近翻倍。

Vietnamese diagnostic testing startup Gene Solutions is preparing for a Hong Kong initial public offering as early as the second quarter of next year, a rare local firm seeking to access deeper capital markets and boost international visibility. The Ho Chi Minh City-based company is currently in the pre-IPO stage and expects to complete a $50 million Series C fundraising round by the end of the third quarter, Chief Executive Officer Nguyen Hoai Nghia said in an interview. Gene Solutions is seeking to raise about $100 million through the share offering and begin trading in Hong Kong between the second and third quarters of next year, he said. Gene Solutions, which specializes in non-invasive prenatal testing and early cancer screening using genetic sequencing technology, is targeting a valuation of around $800 million, depending on market conditions. Ahead of the listing, the company aims to meet Hong Kong’s revenue threshold by generating about $90 million by the end of this year, Nghia said. “Vietnam has built a robust foundation of clinical, technical, and computational talent capable of fostering early-stage life science innovations,” said Dr Basil Lui, founding partner of Singapore-based August Global Partners, which has a stake in the company. “However, transforming into a prominent regional hub requires companies to successfully scale beyond domestic borders.” Gene Solutions joins a handful of Vietnamese companies exploring offshore listings as they seek broader investor bases. Ride-hailing operator Green and Smart Mobility JSC , known as GSM, said last year it was considering an overseas IPO that could value the company at roughly $20 billion. Vingroup ’s electric vehicle maker VinFast started trading on the Nasdaq in August 2023. Read: Vietnam’s GSM Taxi Plans to Hold IPO in 2028, Founder Says (1) Gene Solutions has expanded aggressively across emerging markets, with laboratories in Singapore and Vietnam and partner labs in Indonesia, the Philippines and Tha...

Innovent Biologics, Inc. ("Innovent") (HKEX: 01801), a world-class biopharmaceutical company that develops, manufactures and commercializes high quality medicines for the treatment of oncology, cardiovascular and metabolic, autoimmune, ophthalmology and other major diseases, today announced the preliminary results from a PoC clinical study of its global first-in-class PD-1/IL-2α-bias bispecific fusion protein IBI363 (Takeda R&D code: TAK-928) plus chemotherapy in the first-line treatment of adva

Innovent Biologics, Inc. ("Innovent") (HKEX: 01801), a world-class biopharmaceutical company that develops, manufactures and commercializes high-quality medicines for the treatment of oncology, cardiovascular and metabolic, autoimmune, ophthalmology and other major diseases, today announces updated data from the Phase 1 PoC clinical study of its first-in-class PD-1/IL-2α-bias bispecific fusion protein IBI363 (Takeda R&D code: TAK-928) in the treatment of advanced immunotherapy(IO)-resistant non-

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Carbice, a U.S.-based developer and supplier of next-generation carbon nanotube thermal interface materials (TIMs) and high-performance cooling solutions, today announced a long-term strategic partnership with Noctua, the Austrian leader in premium quiet PC cooling. Under the agreement, Noctua will exclusively distribute Carbice® IP90 thermal pads as a no-maintenance thermal paste alternative for DIY PC builders, and the two companies will collaborate on future product development to bring innov

Devrimb/iStock via Getty Images Nebius Group N.V. ( NBIS ) has had an incredible run in the last year. The AI data center company has fired on all cylinders, turning the business into a neocloud powerhouse without taking on massive debt so far. My investment thesis remains ultra bullish on the stock as the company remains in the early stages of a major boost to the business. Finviz Still Early Days Nebius started off 2025 slumping to nearly $20, and the stock has now soared to $231 for a gain topping 1,000% off the lows. The natural assumption is that the stock must now be extremely expensive. Investors need to understand the business is now on the path to generating revenues equivalent to the current market cap approaching $60 billion. In addition, the company owns $4.5 billion of ClickHouse and has a promising autonomous business in Avride, among other investments. The AI cloud stock has soared to record highs above $230 due to the plans to expand contracted power. Nebius announced the company has now reached 3.5 GW of contracted power and increased the goal to a whopping 4+ GW by year-end, smashing the original goal for only 3 GW. Nebius Q1'26 shareholder letter The company broke ground on the new 1.2 GW facility outside Kansas City and now plans a 1.2 GW data center in Pennsylvania, along with possibly the biggest data center in Europe at 310 MW . Previously, Nebius had signed a deal with Nvidia ( NVDA ) to deploy 5 GW of power by 2030, and the actual numbers appear headed towards crushing those estimates. Nebius continues to forecast roughly 1 GW in connected power by year-end with a $9 billion ARR target. The new forecast for 4 GW of contracted power would amount to ~$36 billion in ARR under the same revenue assumptions. The recent Anthropic ( ANTHRO ) deal with xAI, owned by SpaceX ( SPCX ), for $45 billion in AI cloud services over a 3-year term suggests Nebius might have plenty of upside to the general projection for 1 GW of capacity equating to $9 billion ...

A 401(k) is a must-have for most retirement savers. It makes it easy to defer money from your paychecks, and it offers a variety of funds you can choose from. You don't even have to know much about investing to use one. But there are also several ways you can inadvertently cost yourself money with a 401(k) if you're not careful. One in particular could leave you with tens of thousands of dollars less by the time you're ready to retire. Image source: Getty Images. Continue reading

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【有線新聞】科技大學委任李競存教授為新醫學院創院院長。李競存在香港成長，擁有在美國建立醫學院的經驗，他希望帶領科大醫學院，訓練出具備科技知識和創新想法的醫生。 李競存履新首日，首次會見傳媒。他在香港出生，中學到加拿大升學，2016至2021年出任美國伊利諾伊大學香檳分校醫學院創院院長，亦為史丹福大學醫學院放射學系兼任教授。 科大醫學院創院院長李競存：「我現在有機會回來，我土生土長的香港，還有機會貢獻、回饋社會，是讓我非常感恩的一件事。我以前在香港讀英皇書院，我有很多同學都是做醫生，亦都與我經常對話，我對香港的醫療制度，並不是完全沒有認識，當然認識的深度，不夠在這裡工作的人多，但是我們會有團隊，我們會用其他人的專業知識，來幫我去做這件事。」 他稱新醫學院的目標，要為本港醫療制度帶來革命性改革，應對人口老化的挑戰。科大醫學院創院院長李競存：「我們希望訓練一批新的醫生，不只有非常好的醫術，非常好的醫德，他們還要有科技的知識和創新的想法，當他們出來做醫生的時候，他們不只做好的醫生，還要可以無縫地參與創科經濟。」 科大早前就新醫學院全球招聘創院院長，審視過百名候選人。校長葉玉如形容李競存是少數真正由零開始、曾一手建立醫學院的領袖，相信他能夠為香港第三間醫學院奠定方向，對他帶領科大醫學院充滿信心。科大醫學教研綜合大樓正在興建，計劃先開辦四年制第二學位內外全科醫學士課程，預計於2028/29學年迎來首批學生。 政府歡迎李競存履新。醫務衞生局局長盧寵茂說，李競存對籌備新醫學院有寶貴實戰經驗，期望在他的帶領下，繼續推進新醫學院籌備工作，包括參與牛潭尾校舍以及新綜合醫教研醫院規劃等。教育局局長蔡若蓮稱，李競存有跨學科學術背景，希望憑藉其國際視野及臨床經驗，建立符合本地專業水平、具前瞻性及面向國際的創新教育模式。

格隆汇6月1日｜招商证券研报称，判断6月A股仍处盈利驱动的上行第三阶段，一季报验证的非金融盈利增速触底回升呈现鲜明的K型分化特征，景气弹性集中在上游资源品、TMT半导体及部分出口中高端制造，消费与地产链仍在磨底；外部维度美伊冲突缓和推动油价回落，叠加美联储新任主席首次议息会议的“鹰派预期”靴子落地，全球流动性压力边际松动，不构成趋势扰动；产业端AI已从算力军备叙事转向商业化落地提速，DeepSeek V4适配国产算力、海外云厂资本开支向存储/互连环节扩散等信号，支撑主线景气持续性；资金面虽受ETF持续净流出等带来阶段性流动性扰动，但融资余额稳步流入、结构性增量特征未改，仅推动主线内部优胜劣汰而非趋势逆转。

无论是你还是我，我们都关心一个问题，那就是AI会不会让我们失业？ 但作为整个AI时代的推动者，刚刚进入“清华圈”的黄仁勋反驳了“AI已经导致大量失业”的说法，他在最近的采访中表示，把失业归咎于AI，实际上是一种“很懒”的做法。 他说：“AI才刚刚到来，怎么可能这么快就已经导致人们失业？AI真正变得有生产力、有用，也就是最近6个月的事。怎么可能两年前他们就在因为AI而裁员？这说不通。” 黄仁勋认为，裁员背后的原因可能是降本、业务调整、资本市场压力、组织臃肿，而不是AI已经替代了那么多人。 “那只是他们让自己听起来很聪明的一种方式，而我真的很讨厌这一点。”黄仁勋说，“我认为我们正在吓唬人，这是不负责任的。我们应该讲一个平衡的故事，讲一个关于这项技术潜力的平衡叙事，也要讲清楚安全推进它的重要性。” 黄仁勋表示，AI会改变工作，但不能把所有公司裁员都说成AI造成的。 他给那些担心工作会被AI取代的人提出了明确的建议：“去学习AI。你不会把工作输给AI。你会把工作输给一个比你更懂AI的人。” 随后，黄仁勋又被问到有关中国市场的问题，黄仁勋表现得相当坦率，他回应称“我们没有从中国退出。” 他承认，当英伟达因为出口管制而被禁止进入中国市场时，那里留下了一个真空，而中国公司有能力填补这个真空。 “结果是，华为以及中国很多初创公司都迎来了创纪录的年份。它们现在正在以惊人的速度增长。即使英伟达的技术更好，但在我们缺席的时候，你能从市场上得到的技术，就是最好的技术，而且它的表现足够好。” 言外之意，黄仁勋认可了中国AI芯片公司的技术实力，但也会准备随时杀回来。 黄仁勋并不回避这个现实。他说：“可以理解，中国和任何国家一样，会鼓励本土企业成功，也会希望创造让本土企业成功的条件。这是每个国家都会做、也应该做的事情。” 但他仍然相信，英伟达能够为中国市场创造巨大的价值。他再次提到了他的“五层蛋糕”概念。 黄仁勋说，“AI是一块五层蛋糕。当英伟达参与中国市场、服务中国市场，就像我们过去做的那样，它会支持另外几层的发展。” 黄仁勋的潜台词是，你不要只从国产芯片替代的角度看英伟达。你们要从整个中国AI产业发展的角度看英伟达。 如果只看芯片，那英伟达确实是竞争者。但如果你放眼整个中国的AI产业链，英伟达其实是一个加速器。 “如果你用更整体的方式来看这个市场，英伟达可以很好地服务这个行业，也可以为中国市...

5 月最后一周，AI 行业里两件相邻发生的事，把中国大厂的两种姿势摊在了同一张牌桌上。 5 月 11 日，阿里的千问 App 和淘宝全面打通——用户可以在千问里聊天买东西，也可以在淘宝里直接调用 AI 试穿、AI 比价、AI 抢券。千问一把读取了淘宝 40 亿商品库和 20 年购物场景数据。 9 天后的 5 月 20 到 21 日，阿里云在杭州西子宾馆开峰会，吴泳铭把"芯片-云-模型-推理-应用"五层全栈升级了一遍，自研芯片真武 M890、旗舰模型 Qwen3.7-Max、新入口千问云、Agentic Cloud 一口气推出来。会议结尾，他说“未来五年的资本开支将远超此前三年 3800 亿元的计划”。 回到 3 个月前，字节即梦 AI 发布 Seedance 2.0，在 Artificial Analysis Video Arena 评测中以 Elo 1269 登顶，超过 Google Veo 3、OpenAI Sora 2、Runway Gen-4.5。冯骥（黑神话悟空作者）公开说它是“最强 AI 视频模型”。再往后看，5 月 27 日，外媒放出消息，字节 2026 年 capex 上限 4700 亿人民币（约 700 亿美元），若环境理想可冲 1000 亿美元——这是 2024 年 250 亿美元的接近 3 倍。 阿里在做 AI 时代的“水电煤”和“零售收银台”，字节在做 AI 时代的“诺贝尔实验室”。 一个 0 天上架，一个 5 年起步。 这两件事都叫 AI 战略，但路线截然不同。 阿里把 AI 一颗一颗装进了收银台 阿里这一年最大的变化，不在芯片，不在模型，在组织。 2024 年 3 月，蚂蚁 CFO 韩歆毅出任蚂蚁集团总裁；2025 年 3 月 1 日，他从井贤栋手里正式接过 CEO 一职，井贤栋专注董事长工作。接棒之后，韩歆毅推出“AI First + 支付宝双飞轮 + 加速全球化”三大战略。半年后蚂蚁“一拆四”，蚂蚁国际、OceanBase、蚂蚁数科三家分别设立独立董事会，面向市场独立运营。再过几个月，2026 年 2 月 2 日，韩歆毅发了一封全员邮件，推出“AI Credit”特别激励方案——在 AI 方向有开创性贡献的团队和个人，在原有绩效激励之外再加一笔。 这一系列动作的意思非常直白：把组织拆到能跑、把激励对准 AI、然后开始上货。 上的是什么...