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投资要点： 直接空气捕集（DAC）价值所在：人工智能与碳金融时代的“负碳资产”。 一、为什么微软等科技巨头支持DAC？AI需求爆发导致碳排放剧增，DAC可与数据中心集成实现碳减排。AI需求爆发导致数据中心能耗及温室气体排放大幅增长，根据新华网援引国际能源署发布的《能源与人工智能》特别报告，2024年... [详细...]文件大小： | 4 页 PDF 2025-08-08 -
2026年CES展上黄仁勋宣布AI进入“物理AI”时代。机器人和自动驾驶有望成为“物理AI”的理想载体。Rubin平台进入全面量产，其中核心原材料有望迎来“从0→1”的关键节点，供应链备货亦有望提速。支撑评级的要点人工智能进入“物理AI”时代。根据TechWeb1月6日报道，黄仁勋在2026年国际消... [详细...]文件大小： | 3 页 PDF 2026-01-07 -
文件大小： | 27 页 PDF 2025-04-15 -
英文标题：Fears about AI-mediated communication are grounded in different expectations for one's own versus others' use中文摘要：评估了公开和秘密 AICT 的自我和他人使用的可接受性和使用... [详细...]文件大小： | 29 页 PDF 2023-05-06 -
核心观点行业要闻追踪：世界人工智能大会召开，关注算力、自动驾驶与机器人。展会期间，国内厂商更新大模型进展，关注ToB应用；大会展示多款国产加速芯片以及液冷服务器等算力方案展会期间二十余款机器人亮相。建议关注算力基础设施如光器件光模块（中际旭创、天孚通信等），ICT设备（紫光股份、中兴通讯等），液冷温... [详细...]文件大小： | 24 页 PDF 2023-07-10 -
n the latest McKinsey Global Survey on AI, 65 percent of respondents report that their organizations are regularly using generative AI in at least ... [详细...]
文件大小： | 33 页 PDF 2025-04-07 -
Artificial intelligence (AI) heralds societal changes that could rival those associated with past transformational general-purpose technologies, su... [详细...]
文件大小： | 50 页 PDF 2025-04-09 -
AI is a multifaceted field with many plausible definitions, but definitions typically focus on an engineered system’s ability to perform some form ... [详细...]
文件大小： | 23 页 PDF 2025-04-29 -
A rtificial intelligence (AI) is widely recognized as technology with the potential to have a transformative effect on organizations.1 Although AI ... [详细...]
文件大小： | 20 页 PDF 2024-12-18 -
The UN’s International Energy Agency (IEA) stated in its 2024 World Energy Outlook2 that “a substantial increase in electricity consumption from da... [详细...]
文件大小： | 10 页 PDF 2025-07-16 -
云赛智联(600602) 事件: 8月24日，公司发布2024年半年报：2024H1，公司实现营收28.90亿元、同比增长15.70%，归母净利润为1.13亿元、同比增长21.78%，扣非后归母净利润0.97亿元、同比增长12.04%。 投资要点: 2024H1业绩稳健增长，持续加大研发投入 202... [详细...]文件大小： | 5 页 PDF 2024-08-27 -
OpenAI在2023年11月份举行中首届全球开发者大会“OpenAIDevDay，展示了GPT系列新产品。2023年11月6日OpenAI举办在旧金山举办了首届全球开发者大会“OpenAIDevDay”。在大会上，OpenAI的CEO山姆·奥特曼（SamAltman）推出了可支持高达1.28万to... [详细...]文件大小： | 23 页 PDF 2023-11-16 -
of generative artificial intelligence (genAI) across industries, this white paper delves into its transformative potential on the media, entertai... [详细...]
文件大小： | 28 页 PDF 2025-04-29 -
本周行情回顾（2023-07-10至2023-07-14）从指数表现来看，本周(2023-07-10至2023-07-14),上证指数周涨跌幅为1.29%,创业板指周涨跌幅为2.53%,沪深300周涨跌幅为1.92%,中证1000周涨跌幅为0.35%,恒生科技周涨跌幅为8.39%,纳斯达克指数周涨跌... [详细...]文件大小： | 35 页 PDF 2023-07-17 -
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The field of HR really needs a special touch. It’s not just enough to understand the technology. Lots of people are technical in nature and can’t... [详细...]
文件大小： | 273 页 PDF 2025-02-11 -
Research on the labor market implications of artificial intelligence has focused principally on high-income coun tries. This paper analyzes this i... [详细...]
文件大小： | 37 页 PDF 2025-02-24 -
Europe won’t be fully electric before 2040. Europe’s plan to ban sales of ... [详细...]
文件大小： | 15 页 PDF 2025-11-19 -
Artificial intelligence (AI) has revolutionized medical research by leveraging machine learning (ML), particularly deep learning (DL), to enhance v... [详细...]
文件大小： | 22 页 PDF 2024-11-20 -
Computing power, or "compute," is crucial for the development and deployment of artificial intelligence (AI) capabilities. As a result, governments an... [详细...]文件大小： | 104 页 PDF 2024-08-15
