Di Yi Cai Jing
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能用1000年的全固态电池,真技术突破还是又一个营销噱头?|有点逸思
Di Yi Cai Jing· 2026-01-06 07:58
笔者从Verge的官网了解到,TS Pro宣称搭载了摩托车领域首款固态电池,并已经开启预定,预计交付 时间是今年一季度,不含税价格为2.99万美元。该车有两种电池可供选择:标准电池(续航里程217英 里)无需加价,大容量电池(续航里程370英里)则需要加价5000美元。 Verge在官网并未大肆"鼓吹"这款固态电池,但根据Donut Lab的官方信息,这款固态电池的性能非常"炸 裂",与当下的电池技术相比,几乎实现了全维度超越。该电池能量密度达到400Wh/kg;五分钟即可充 满电;设计循环寿命达到10万次;成本低于锂离子电池。简而言之,这款电池跑得远、充得快、寿命 长、还便宜。 全固态电池的故事,隔一段时间就有一个。 今年CES展,在英伟达、AMD一众热点公司的新闻中,一家来自芬兰的初创公司Donut Lab的消息"异军 突起"。这家公司在此次CES展上带来了其宣称的"全球首款可量产全固态电池",该电池将搭载在Verge Motorcycles的TS Pro和Ultra两款电动摩托车上。 公开资料显示,Donut Lab是一家规模较小的公司,由Marko Lehtimäki创立,他同时也是Verge Mot ...
中韩商贸合作升级 ,韩流时尚能再火一波吗
Di Yi Cai Jing· 2026-01-06 07:58
韩国流行时尚消费品或许又要火一波了。 韩国流行时尚消费品或许又要火一波了。 emis 中国首家线下门店于2025年 3 月在上海淮海中路开业,随后又在深圳万象天地、成都万象城和杭 州银泰IN77 等商场开设快闪店,扩大品牌辐射力。 而另一家成立于2022年的韩国设计师品牌Rest&Recreation去年4月在杭州万象城开了中国首店后一发不 可收拾,此后又一口气在北京、上海、深圳、重庆等城市开出10多家店铺,且入驻的多为高端商场,被 业内认为是去年开店最猛的一个韩国品牌。 头部企业也早已有所布局。2025年1月,安踏以约500亿韩元收购MUSINSA约1.7%的股份,2025年8 月,双方合资成立"MUSINSA中国",MUSINSA持股60%,安踏持股40%。 韩国总统李在明日前率200多家韩国中小企业代表访华。5日,在北京举行的韩中商务论坛上,中韩两国 共签署多份合作谅解备忘录。两国企业签署的谅解备忘录涉及消费品、文创内容和供应链领域。 在消费品领域,韩国新世界集团与阿里巴巴国际站签署合作谅解备忘录。新世界集团通过发掘对华出口 潜力商品,在阿里巴巴国际站将韩国商品出口至中国。 李在明5日表示,包括美容产品 ...
苏姿丰对话李飞飞:少量图片生成一个世界,是AI下一章的开始
Di Yi Cai Jing· 2026-01-06 07:58
Core Insights - The competition between AI chip manufacturers, particularly AMD and NVIDIA, is intensifying as they showcase their advancements in AI computing capabilities at CES [1][7]. Group 1: AI Computing Demand - The active user base for AI has surged from 1 million to 1 billion since the launch of ChatGPT, with projections estimating 5 billion users by 2030, necessitating a 100-fold increase in global computing power in the coming years [6]. - Greg Brockman emphasized the critical need for more computational power, highlighting the balance of resources on GPUs as essential for AI development [5]. Group 2: Space Intelligence - Li Fei-Fei discussed the transformative potential of spatial intelligence, enabling creators to visualize their ideas in a virtual environment before physical construction, enhancing safety and efficiency [3]. - The computational demands of spatial intelligence are significant, requiring vast memory and parallel processing capabilities to ensure real-time responsiveness [3]. Group 3: AMD's Technological Advancements - AMD introduced the Helios rack system, boasting 2.9 exaflops of AI computing power and featuring advanced components like the Instinct MI455X accelerator and EPYC Venice CPU [7][8]. - The next-generation MI455 GPU is set to achieve a 10-fold performance increase over its predecessor, with plans for the MI500 series to enhance AI performance by 1000 times by 2027 [8]. - AMD's Ryzen AI 400 series processors, designed for AI PCs, will deliver 60 NPU TOPS of computing power, with initial systems expected to ship in January [9].
一财主播说 | 今年起整容将告别免税 医美价格要涨价吗?
Di Yi Cai Jing· 2026-01-06 07:56
那么,不免税了,医美价格是否会涨价?上海国家会计学院副教授葛玉御表示,理论上,企业会把增值 税税负转嫁给消费者。但实际上,医美价格受多重因素影响,不仅仅是税收。此外,医美行业的特点是 医疗耗材成本占比低,渠道推广成本费用高,而渠道费很难拿到增值税发票来抵扣。在税务合规的背景 下,医美行业严重畸形的商业模式可能要重构。 医美行业部分业务享受免税优惠将成为历史。第一财经记者从税务总局北京市税务局12366纳税缴费服 务热线处了解到,今年开始,只要是营利性美容医疗机构,将不再享受免征增值税优惠政策。中南财经 政法大学田彬彬告诉第一财经,增值税免税是一种"福利"。国家希望通过免税降低老百姓看病救命的成 本。而美容医疗更多属于消费升级和悦己消费,不具备"基本医疗保障"的属性,应当取消免税优惠。 ...
收盘丨A股放量大涨,沪指涨1.5%刷新10年新高
Di Yi Cai Jing· 2026-01-06 07:19
市场逾4100股上涨。 1月6日,A股主要指数午后持续走强,截至收盘,沪指涨1.5%,创逾10年新高;深成指涨1.4%,创业板 指涨0.75%,科创综指涨1.45%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 4083.67 c | 60.25 | 1.50% | | 399001 | 深证成指 | 5 | 14022.55 c | 193.92 | 1.40% | | 399006 | 创业板指 | Concession of the property of the | 3319.29 с | 24.74 | 0.75% | | 000680 | 科创综 | 8 | 1720.41 c | 24.57 | 1.45% | 盘面上,券商、保险、有色金属、化工涨幅靠前,炒股软件、商业航天、脑机接口、智能驾驶、半导 体、光伏概念股表现活跃。 【资金流向】 主力资金全天净流入证券、有色金属、半导体等板块,净流出通信、消费电子、文化传媒等板块。 具体到个股来看,东方财富、山子高 ...
MiniMax超额认购1209倍,拟1月9日港股上市
Di Yi Cai Jing· 2026-01-06 07:06
1月6日,大模型初创公司MiniMax(0100.HK)港股IPO申购正式收官。根据富途证券数据,MiniMax此 次IPO孖展金额录得超2533亿港元,公开发售部分超额认购1209倍。 港交所公告显示,MiniMax预计在1月9日正式登陆港股,拟在香港发售2540万股股票,发售价区间为每 股151至165港元,预计募资金额约为38.34-41.89亿港元。 记者|刘晓洁 ...
地方政府密集披露2025年财政收入
Di Yi Cai Jing· 2026-01-06 06:52
2025年全国地方一般公共预算收入预计小幅增长 一些收入规模超百亿的城市也披露了去年全年财政收入数据,部分地方财政收入实现增长。 随着2025年过去,一些地方开始披露2025年全年财政收支情况。 1月6日,河南省财政厅厅长赵庆业在省政府新闻办发布会上表示,河南省财政运行稳中有进、稳中向 好。2025年,河南全省一般公共预算收入4501.7亿元,增长2.5%。 湖南省政府官网数据显示,2025年全省地方一般公共预算收入达到3507.1亿元,同口径增长2.5%。 根据甘肃省财政厅近日披露数据,2025年,甘肃全省一般公共预算收入1112.4亿元,同比增长5.7%。 计划单列市—青岛市财政局数据显示,2025年该市地方一般公共预算收入完成1340.7亿元,略微高于 2024年全年。 根据各地财政部门公开数据,2025年江西省南昌市一般公共预算收入(537.8亿元)同比增长2.2%;福 建省宁德市这一收入(约272亿元)同比增长7%;山东省聊城市这一收入(约265亿元)同比增长3%; 湖南省常德市这一收入(约193亿元)同比增长0.31%。陕西省宝鸡市这一收入(约112亿元)同比增长 3.09%。 当然也有些地方财政 ...
委内瑞拉债市现剧烈波动,投资机构怎么看?
Di Yi Cai Jing· 2026-01-06 06:25
Core Viewpoint - After significant price increases, some fund managers are becoming cautious about Venezuelan bonds, viewing the market as a "gamble" despite potential for further price appreciation [1][6]. Group 1: Bond Price Movements - Venezuelan government bonds surged nearly 30% on a recent date, with prices rising from 33 cents to 42 cents [3]. - The corporate bonds of state-owned PDVSA also increased, from 26 cents to 33 cents [3]. - These bonds, which have a face value of $60 billion, were trading at only 16% of their face value a year ago, indicating a significant recovery [3]. Group 2: Fund Manager Insights - Hedge funds such as Broad Reach and Winterbrook Capital, along with Allianz Global Investors and BlueBay, reported profits from the recent bond price rebound [4]. - Winterbrook Capital's CEO noted that the Venezuelan bond market is becoming more active, with a shift in the investor base towards mainstream credit asset investors and oil investors [4]. - Broad Reach's CEO mentioned that they began accumulating Venezuelan debt before the second Trump term and increased their holdings after observing positive changes in the political landscape [5]. Group 3: Market Dynamics and Risks - Analysts estimate that Venezuelan and PDVSA bonds could account for about $100 billion of the country's total external debt, which is estimated to be between $150 billion and $170 billion [5]. - The country's GDP is estimated at around $80 billion, with actual GDP potentially being half of the pre-default level due to currency devaluation [5]. - There is a wide range of estimates regarding the recovery value of Venezuelan sovereign bonds, with projections varying from below 30 cents to over 40 cents [6].
保险股又又又集体暴走:平安、新华、太保均创历史新高
Di Yi Cai Jing· 2026-01-06 06:20
五家保险巨头总市值合计34454.67亿元。 继2026年首个交易日,保险板块以6.17%的涨幅问鼎A股申万二级所有行业的首位之后,1月6日,保险 股再度集体"暴走"。截至午间收盘,中国平安(601318.SH)、新华保险(601336.SH)、中国太保 (601601.SH)均已创下历史新高。 第一财经注意到,不少机构预言2026年保险股将代替银行股,成为长期稳健资金入市最重要的方向。 其中,中国平安午间收盘报74.16元/股,涨2.49%,盘中最高价为74.88元/股。值得注意的是,中国平安 的后复权盘中最高价达到234.59元,超越了2020年11月30日的盘中高点234.05元,创下历史新高。 所谓后复权,是指保持当前价格不变,将之前的价格进行复权处理,可以看到一只股票从上市以来,包 括分红、送股等因素在内的总体收益表现。 新华保险午盘报收81.66元/股,大涨了7.62%;中国太保报收47.85元/股,涨6.19%,两只保险股均于 2026年连续2个交易日创历史新高。 另外,中国人保(601319.SH)报收9.89元/股,涨4.88%,距离2019年3月8日的历史高点仅一步之遥; 中国人寿(601 ...
用艺术探寻生命历程,这个展览讲述如何面对人生缺憾
Di Yi Cai Jing· 2026-01-06 06:12
Core Insights - The exhibition "Not in Vain" aims to address the often-avoided topics of life, death, and the meaning of existence through art, encouraging public dialogue on these themes [3][9][14] Group 1: Exhibition Overview - The exhibition is organized by the Rong Foundation, which has been exploring and practicing in the field of palliative care for many years, aiming to bridge art and public awareness of life and death [3][14] - The exhibition features various artistic expressions, including paintings, installations, and interactive spaces, designed to facilitate deep conversations about the meaning of life [4][5][9] Group 2: Artistic Approach - The exhibition uses art as a gentle medium to provoke thought and reflection on life, encouraging visitors to confront the inevitability of death and appreciate the present moment [4][9] - Interactive elements, such as the melting ice sculpture and the "Goodbye" phone booth, invite visitors to engage actively with the themes of life and loss [5][7][14] Group 3: Personal Stories and Reflections - One highlighted work, "Forty Days of Mr. Qiu," showcases the resilience of a terminally ill engineer who continued to create art in his final days, emphasizing the strength of the human spirit [5][14] - The short film "Old Wang is Gone" presents a poignant narrative about the struggle between prolonging life and respecting the wishes of the dying, raising critical questions about end-of-life decisions [7][14] Group 4: Educational Impact - The exhibition serves as a gentle inquiry into life education, addressing the societal tendency to avoid discussions about death and encouraging a more open dialogue [9][14] - It includes a section dedicated to palliative care education, clarifying misconceptions and promoting understanding of the importance of compassionate care for terminally ill patients [14]