The demand for artificial intelligence (AI) infrastructure is booming as cloud service providers, hyperscalers, and countries ...

IP新消费：由于情绪消费的高景气度和高热度IP和SKU的持续推出，IP衍生品将持续为热门赛道。而哪吒等国产IP的崛起及海外的广阔市场，为中国IP衍生品创造想象空间。我们看好新消费赛道的景气度和成长性，建议关注在IP、渠道等关键环节具备卡位优势的相关公司。

随着英伟达GB200 AI服务器芯片进入量产高峰，公司正筹备在2025年下半年推出新一代旗舰产品GB300。这一即将发布的新品预计将显著提振AI基础设施生态，主要云服务商正加速采用，相关服务器制造商也在加紧备货。

智通财经APP获悉，英伟达 (NVDA.US)最新一代人工智能芯片，Blackwell Ultra AI GPU现已正式商用。当地时间周四，云计算公司CoreWeave (CRWV.US)与戴尔科技 (DELL.US)联合宣布，首批部署英伟达GB300 NVL72 AI系统的云服务现已上线，面向客户开放使用。

这家中国科技巨头全面升级的搜索引擎包括一个新的智能搜索框，可以处理超过1,000个中文字符的查询，并支持多媒体输入。公司还重新设计了搜索结果页面，不再仅仅提供链接，而是结合文本、图像、视频和文件格式，提供更全面的答案。

AI stocks are undoubtedly the hottest stocks in the market in 2025. *Stock prices used were the afternoon prices of June 30, ...

Shares of Palantir Technologies Inc. PLTR, which sells a well-liked artificial intelligence (AI)-powered software platform, ...

Nvidia's market cap briefly reached $3.92 trillion during intraday trading on Thursday, setting it on track to become the ...

智通财经APP获悉，科技投资巨头软银集团正通过全球债务市场融资，加速推进人工智能领域布局,周三定价了42亿美元的美元及欧元债券。据知情人士透露，这家日本企业集团的控股公司分四档发行22亿美元垃圾级美元债券，并以三档形式发行17亿欧元 (20亿美元)欧元债券，交易吸引了超173亿美元等值的投资者认购。

Nvidia briefly surpassed Apple to become the most valuable company ever, hitting a $3.92 trillion market cap driven by ...

Shares of BigBear.ai are continuing their volatile surge Thursday. The stock is higher amid a potent mix of new defense contracts, a favorable analyst rating and market pressure from high short ...

Investing.com -- New Era Helium Inc (NASDAQ: NEHC )股价跳涨20%，此前该公司宣布其与Sharon AI的合资企业与一家领先的全球AI工作负载高性能云服务提供商签署了非约束性意向书。 该合资企业Texas Critical Data Centers LLC ...