一 | Veteran actress Saira Banu took a trip down memory lane to wish Dilip Kumar on his birth anniversary. Kumar's lifelong companion penned a beautiful Instagram post that left fans and well-wishers deeply moved on the late actor's 103rd birth anniversary. Sharing three cherished video clips, she reflected on her years with him and wrote, "My dearest Yousuf Saab, Every year, when this day returns, it brings with it a gentle stirring in my heart… a mourn of all the seasons I have watched you live, not merely as an artist for the world, but as the finest human being I have ever known." She added, "People often speak of you as an institution, a phenomenon, a genius beyond comparison and they are right. But I have seen the quieter miracles: the way you prepared for every role by breathing in its time, its silence… how you dissolved into the soil of each character until even I, who knew you best, would search for the man behind the performance. Your dedication was always a sacred offering to your art and fans." View this post on Instagram A post shared by Saira Banu Khan (@sairabanu) Taking to the comment section, the veteran actress continued, "For generations, artists have walked in your light. They still do seeking in you not just craft, but purity of purpose. For the audience, your films were like returning to festivals that never lose their warmth. People have loved you with a devotion I have rarely seen in this world. And yet, despite the reverence, you remained untouched by the noise of fame." She also remembered his innocence and generosity, saying he would part with beloved things like a watch, a shawl, a pen to loved ones, “with the innocence of a child who values hearts more than possessions.” Sharing a charming memory, she wrote of the evening he simply held her hand and led her to a wedding “without a moment’s announcement." "Your inner world, Yousuf Saab, was always carved from something rarer than time simple yet profound, free of material wants, rich with meaning, and devoted to the quiet discipline of truth. To have lived beside you, to have witnessed the man behind the legend, remains the greatest honour of my life. Sometimes, in a whisper only the heart understands, I find myself saying, “Khuda se poochun… kya humein Yousuf hamesha ke liye nahin mil sakte?” Happy Birthday, Yousuf Jaan." Her tribute offered an intimate portrait of the man behind the legend: humble, spontaneous, and guided by a quiet moral discipline. Also Read: Saira Banu: Dilip Kumar Loved Dharmendra Like He Was a Real, Younger Brother - Exclusive。 每经编辑：叶峰 截至7月22日10时32分，支持T+0交易的港股通信息技术ETF（513240）上涨0.58%，科创芯片ETF（588290）下跌1.18%，科创50ETF（588280）下跌1.16%。 相关个股方面，盛科通信-U上涨12.9%，华勤技术上涨11.34%，格科微上涨5.98%，澜起科技上涨3.78%。 消息面上，英伟达于7月21日公布了首款从核心自主设计的服务器CPU“Vera”的详细规格，该芯片已于6月交付OpenAI、Anthropic和SpaceX等客户。
二 | Vera专为AI智能体优化，聚焦单核性能、内存带宽与低延迟，相较于x86架构CPU在智能体任务中性能提升约50%，功耗在250至450瓦之间，支持最高1.5TB的低功耗内存。此举是英伟达垂直整合战略的关键一步，旨在通过自研CPU进一步释放GPU性能，并逐步向客户销售整柜计算系统。 随着智能体AI兴起，CPU因负责持续供给数据而重获重视，AMD与英特尔今年股价分别大涨128%和149%，英伟达仅涨8%，凸显市场对CPU价值的重估。Vera被看作开辟了专用于高强度AI计算的CPU新品类，预计平均售价约5000美元，年内出货约130万颗。
三 | 目前除甲骨文外尚无大型云服务商明确采用，但OpenAI计划本季度大规模部署。
四 | 分析师认为，英伟达意在让客户摆脱对英特尔和AMD的依赖，同时将CPU收入纳入自身版图，但说服超大规模云商全面转用仍面临挑战。 相关研究机构表示，AI创新驱动板块在算力芯片、光器件、PCB、存储及服务器与液冷领域展现出强劲发展潜力，AIOT领域因海内外需求增长而受益，上游半导体设备、零组件及材料国产替代预期强烈，功率、CIS及模拟芯片等价格触底复苏的龙头标的值得关注。（声明：以上信息仅供参考，不构成投资建议。入市有风险，投资需谨慎。） 每日经济新闻。
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