康欣新材跨界併購背後：半導體二手設備商的估值遊戲
康欣新材跨界收購半導體二手設備商，短期利好三方：宇邦半導體側門上市資本化，康欣新材獲轉型抓手，無錫建發見困境資產自救希望。交易核心定價問題未解，暴露賽道套利型併購下市場定價機制失靈。
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想漲價卻漲不動，影石的壓力又上來了
影石漲價無力，壓力再度上升。機器人產業估值邏輯開始變化，競爭挑戰加劇。
冷鏈供應鏈粵十數智赴港IPO：它是貿易公司還是科技公司？
冷鏈公司粵十數智赴港IPO，2024年營收298.1億元人民幣，98.9%來自銷售，毛利率僅2.7%。自稱數智化供應鏈方案商，但方案收入僅1%。分析揭露貿易特徵如高存貨及資金依賴。
Ricursive Raises $335M at $4B Valuation
AI startup Ricursive Intelligence secured $335M in funding just four months after starting. The rapid raise at a $4B valuation was driven by its highly sought-after founders. VCs competed fiercely to invest.
Anthropic secures $30B funding
Anthropic announces $30 billion Series G funding round. Achieves $380 billion post-money valuation despite lacking profits. Reflects ongoing AI investment frenzy.
Anthropic's $30B Series G Hits $380B Valuation
Anthropic raised $30B in Series G funding, elevating its valuation to $380B. The AI firm intensifies competition with OpenAI for customers and influence. This capital supports ongoing expansion.
Modal Labs in $2.5B Valuation Funding Talks
AI inference startup Modal Labs is negotiating a funding round. General Catalyst is reportedly leading at a $2.5B valuation. The four-year-old company specializes in AI inference.