据外媒报道，AI浪潮原本被认为将主要惠及开发大模型的新兴企业，但近期财报显示，欧洲一些规模庞大、历史悠久的科技企业正逐渐成为AI发展的受益者。 欧洲软件巨头SAP、欧洲最大的IT咨询公司之一Capgemini、欧洲行业数字化专家Sopra Steria以及欧洲最大的云服务商之一OVHcloud均报告称，随着企业从人工智能试验阶段转向大规模部署，对相关服务的需求正在增强，业务增长加快，推动上调了未来业绩预期。 企业逐渐发现，让AI真正融入复杂组织并产生生产力，远比获得AI技术本身更困难。大型企业未来不太可能依赖单一AI供应商，而是会根据不同任务的性能、安全性和监管要求，采用多个AI模型。如今，真正的挑战并不在于选择哪一个模型，而在于如何让AI与企业现有的软件系统、数据体系以及业务流程实现融合。瑞银近期在一份报告中指出：“AI应用将成为竞争主战场，大部分价值将在这一领域创造。”这恰恰契合了欧洲传统软件、咨询和基础设施企业的优势。这些公司早在生成式AI出现之前，就已经长期帮助大型企业整合复杂技术体系。

CITIGROUP raises McDonald's (MCD.N) PT to $345 from $335.

People familiar with the matter said AI model company DeepSeek has restarted its second funding round, targeting 50 bln yuan with a pre-money valuation of about 500 bln yuan and aiming to sign agreements by late August. Investors said the round opened by mid-July but was abruptly paused at end-July, with some prospective backers told signing was deferred. Media reports on July 26 cited the pause and said founder Liang Wenfeng was unhappy about widely circulated online comments, including an alleged leaked investor meeting transcript. DeepSeek and negotiating investors want the restart handled discreetly; several previously engaged institutions say they have not been recontacted and the process remains on hold.