洞悉明日科技趋势,把握实时投资机遇。 Unlock tomorrow's tech trends and capture today's investment opportunities.
Publishes | Daily | Episodes | 39 | Founded | 2 months ago |
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Language | Categories | TechnologyNews |
🔥 【核心数据】
⚡️ 智能体爆发:百炼智能体调用量12个月增长15倍,连接超1000种企业资源
🚀 模型实力:Qwen3-Max对标Claude 4 Opus/GPT-5,多项基准领先
💸 目标价:Jefferies维持买入评级,目标价178美元(港股172港元)
🌐 生态规模:开源模型超300个,累计下载6亿次,全球开发者超100万
🔍 章节索引
一、ASI路线图:阿里如何规划超级智能之路?
→ 四阶段演进路径:
- 涌现智能:通义大模型已在50+主流评测领先
- AI智能体:... more
🔥 【核心预测】
⚡️ 量产里程碑:2026年底年产1000万副AI眼镜,EssilorLuxottica全力供货
🚀 技术三波论:无手操作→AI体验→数字叠加,Meta已领跑2-3年
💸 财务催化剂:Reels货币化+Advantage+ Sales年收200亿美元
🌐 替代时间表:12-24个月主流化,10年内有望取代智能手机
🔍 章节索引
一、普及临界点:为什么2026年是AI眼镜爆发年?
→ 硬件成熟度:
- Ray-Ban Gen 2续航6-8小时(翻倍),显示模组成本降... more
🔥 【核心数据】
⚡️ 目标价跳涨:Jefferies将目标价从54元→64元(+18.5%),对应2025年24倍PE
🚀 业绩加速:2025年H1营收1245亿元(+20.2%),净利润66.4亿元(+23.1%)
💸 AI业务爆发:通信业务净利润占比将从<10%→25%(2027-2028年)
🌐 ESG领先:清洁能源使用占比71%,累计减碳165万吨
🔍 章节索引
一、估值重构:为什么AI业务能再造一个立讯?
→ DCF模型支撑:
- 采用9.1% WACC +... more
🔥 【核心预测】
⚡️ 算力核爆:2030年顶级AI模型训练算力需求为当前1000倍,单模型训练成本或超1000亿美元
🚀 经济价值:AI年净经济效益或达9200亿美元,相当于标普500企业利润的28%
💸 能源挑战:AI数据中心电力需求或占全球1.2%,碳排放占比0.03%-0.3%
🌐 数据革命:人类生成文本数据或于2027年耗尽,合成数据与多模态数据将成新燃料
🔍 章节索引
一、2030年AI基础要素:算力、数据与能源的极限挑战
→ 算力增长曲线:
- 训练算力以... more
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #153 |
Listeners, social reach, demographics and more for this podcast.
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