ERP system helps organizations to manage several aspects of the business process. Firms can collect critical insight and information from different departments of their business by integrating different processes, systems, and enterprises.

Environmental, social, and governance (ESG) reporting software is defined as a comprehensive solution that includes many modules used for environment, health, and safety (EHS), risk management, regulatory compliance, and sustainability management. ESG reporting software is often used for sustainable, financial, and investment recommendations. Investors are majorly focusing on investments and transparency connected to ESG.

Strong infrastructure with numerous professional teams, leagues, and tournaments. Prominent organizations such as Riot Games and Blizzard Entertainment are based here. • With high internet penetration and a strong digital culture, countries such as the US and Canada have seen a surge in online gaming and esports viewership. The convenience and accessibility of digital platforms contribute significantly to the demand for esports.

Field service management software helps organizations deliver effective on-site services by tracking requests, managing personnel, and maintaining visibility into operations. Some of the main features of field service management software include work order management, inventory, fleet tracking, and reporting.

Fintech refers to businesses that use innovative technologies to compete with conventional financial processes in the provision of financial services.

复盘的质量，取决于对产业链公司的全面梳理、科学分类与准确定位，我们将美股AI板块分为四大类：(A)互联网平台：占据 数字世界的“核心地段”，在数据与资金两大生产要素上均具备显著优势，AIDC的源头之水，包括亚马逊、微软、谷歌、 META四家公司。（B）AI硬件：链接物理世界与数字世界的桥梁，数据离散在端侧而非集中在云端，资本开支明显更少且 需解决软硬融合的问题，以APPLE、Tesla为代表。（C）算力基础设施：AIDC的硬件部分，包括芯片（设计、代工、设备） 与其他硬件（服务器、网络、传输、能源设备）两子类，包括英伟达在内的18家公司。（D）AI应用：按商业模式、付费群 体细分为C端生产力工具、B端生产力工具、垂直应用、云安全四子类，共计17家公司。在梳理中，我们聚焦业务与AI强相关 +市值大于200亿美元的企业，力求绘制美股专业投资者眼中的AI地图。

Meta推出Llama 4系列模型，拥有 1000 万+ Token 多模态上下文窗口 ，Llama 4首次采用混合专家（MoE）架构，支持原生多模态能力。OpenAI 首席执 行官奥特曼表示将在未来几周内发布 o3 和 o4-mini，未来几个月发布 GPT-5，预计o3 和 o4-mini 预计填补 GPT-4 与 GPT-5 的能力差距，GPT-5将 在推理、规划和记忆功能方面有显著改进。OpenAI近日宣布，即将启动新一轮最高达400亿美元的融资计划，估值有望增长至3000亿美元；OpenAI 计划在 接下来的几个月内，发布一个强大的、具备推理能力的开放权重（Open-Weight）大模型，全新的大模型将是自 GPT-2 以来，OpenAI 首款重新开放权重 的大模型。

计算机行业：2025跨境支付全球市场洞察报告-亿欧智库

本报告全面盘点2024年跨境电商、 B2B外贸等场景下第三方跨境支付市场发展现状及商业模式创新，重点分析拉美、中东、东南亚等新兴区域跨境支付市场的机遇与挑战。并对关税阴霾下跨境支付承压、DeepSeek等在跨境支付场景应用逐一分析。

发挥大模型的优势：探索情绪、政策变量的构建。对于生成式 AI，其优势在于更强的文 字理解能力、学习能力，有望帮助我们在传统量化较难处理的情绪、政策方向判断上提供 一定的帮助。本文中，我们将主要采用腾讯元宝搭载的 DeepSeek-R1 大模型对这一方向 进行探索，利用大模型的上下文学习、常识推理能力，从互联网公开信息，例如新闻、政策等，对 A 股市场或特定板块的“情绪”进行推理，观察大模型构建的情绪观点相比于 传统量化情绪指标、政策打分变量的优势与短板。