Huan Qiu Wang
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存储芯片短缺拖累手机产能 高通与 Arm 盘后股价大幅下挫
Huan Qiu Wang· 2026-02-05 03:22
(责任编辑:毕安吉) 作为全球最大的智能手机处理器供应商,高通首席执行官克里斯蒂亚诺·阿蒙在分析师电话会议上表 示,存储芯片短缺与价格上涨,正从整体上决定全球手机行业的规模上限。其中国内客户已明确反馈, 因存储芯片供应不足,实际手机产量将低于原定计划。Arm的营收主要依赖手机行业技术专利授权费, 同样受到手机产能受限的直接影响。 此次存储芯片短缺的核心原因,在于人工智能基础设施建设的快速扩张。全球三大存储芯片巨头三星电 子、SK海力士和美光科技,纷纷将产能向人工智能数据中心所需的高带宽内存(HBM)倾斜,导致手机 终端所需存储芯片产能大幅缩减。英特尔首席执行官陈立武透露,供应商反馈芯片供应状况要到2028年 才可能改善,短缺状况或将持续数年。联发科等企业也已就该问题发出预警,称形势仍在持续演变。 2月5日消息,据The Tech Buzz报道,高通、Arm等半导体企业发布季度财报后,股价在盘后交易中大幅 下挫,跌幅均超8%。市场分析认为,存储芯片短缺引发的电子行业增长担忧,是此次股价波动的主要 原因。 ...
《黑神话:悟空》或将登陆任天堂 Switch 2
Huan Qiu Wang· 2026-02-05 03:22
Core Insights - The highly anticipated game "Black Myth: Wukong," set to launch in 2024, is expected to be available on the Nintendo Switch 2, generating significant interest in the gaming industry and among players [1][3] - The information was revealed by insider Nate the Hate during his podcast, mentioning the upcoming "Nintendo Direct: Partner Showcase," although it remains uncertain if the game will be officially showcased in February [1] Group 1 - "Black Myth: Wukong," an action game adapted from the classic IP "Journey to the West," has achieved impressive sales, surpassing 30 million copies shortly after its release [3] - The game won the Best Action Game award at the 2024 TGA Game Awards, gaining global recognition for its unique cultural expression and high-quality gameplay [3] - Currently, there are no downloadable content (DLC) available for the game, and it is unclear whether the storyline will continue as a traditional sequel or through DLC [3] Group 2 - Game Science has announced a new title, "Black Myth: Zhong Kui," during the 2025 Cologne Game Show, clarifying that it is not a sequel to "Black Myth: Wukong" [3] - The company plans to expand the "Black Myth" series with more titles centered around this story IP, aiming to enrich the content matrix of the franchise [3]
腾讯战略入股新石器无人车,入局L4级无人城市配送
Huan Qiu Wang· 2026-02-05 03:19
Core Viewpoint - Tencent has officially become a new shareholder of New Stone Technology, marking a strategic collaboration aimed at enhancing L4-level autonomous driving technology, particularly in urban logistics and delivery scenarios [1][3]. Group 1: Company Overview - New Stone Technology (Beijing) Co., Ltd. was established in 2018, focusing on the development and sales of intelligent robots, AI hardware, and application software, with a core advantage in L4-level autonomous driving technology [1]. - The company is concentrating its technological efforts on the logistics sector, specifically urban delivery, creating a comprehensive unmanned delivery service system from wholesale markets to chain supermarkets and community convenience stores [1]. Group 2: Strategic Developments - The partnership with Tencent is expected to provide New Stone Technology with financial resources, technical support, and ecosystem advantages, facilitating breakthroughs in autonomous driving algorithm optimization, scenario expansion, and large-scale operations [3]. - In collaboration with Didi Delivery, New Stone Technology plans to deploy over 1,200 unmanned delivery vehicles in Qingdao by December 2025, significantly improving urban last-mile delivery efficiency [2]. - By the end of 2026, the number of unmanned delivery vehicles in Qingdao is projected to increase to 3,000, enhancing coverage and service capabilities [2].
微软推出AI内容授权平台 雅虎等门户网站率先参与
Huan Qiu Wang· 2026-02-05 03:17
(责任编辑:毕安吉) 平台将采用双轨授权体系并行模式:在商业模式上,实行按内容交付价值付费,支持从独立出版物到大 型媒体的全规模接入;同时兼容出版业自发推行的"极简授权协议"(RSL)开源标准,通过网站元数据声 明爬虫付费规则。微软方面表示,试点阶段将与出版伙伴紧密协作推进相关工作,暂未透露具体整合方 案。 微软强调,PCM计划的推出将重构数字内容生态。随着AI技术进入"对话即答案"的发展阶段,传统"开 放网络→搜索引擎"的价值链已难以适应新需求,该平台将为AI产业与内容出版行业的协同发展提供新 路径。(纯钧) 2月5日消息,据The Verge报道,微软近日正式启动"出版商内容市场"(PCM)计划,打造AI时代的内容授 权集中平台,为AI模型训练提供合规内容支撑,雅虎作为首批合作伙伴已接入测试。 据介绍,该平台旨在搭建AI公司与内容出版商之间的高效对接桥梁,集中展示内容使用条款,方便AI 企业便捷购买授权,用于AI模型的事实支撑与检索增强训练。同时,内容拥有者可获取基于使用量的 数据分析报告,为定价策略制定提供参考。这一举措直击生成式AI领域长期存在的未经授权内容爬取 问题,此前《纽约时报》等媒体曾因此对相 ...
黄仁勋:AI不会取代软件 现有软件生态是发展基础
Huan Qiu Wang· 2026-02-05 03:17
Core Viewpoint - Nvidia CEO Jensen Huang refuted concerns that "artificial intelligence will replace software and related tools," stating that this view is "illogical" and that time will prove it [1] Group 1: AI and Software Industry - Huang emphasized that the belief AI will render software companies obsolete is a misunderstanding, asserting that the future development of AI relies on the existing software ecosystem rather than reinventing foundational tools from scratch [1] - He pointed out that both humans and robots prefer "using existing tools" over "reinventing tools," indicating a clear preference for leveraging current software capabilities [1] - Huang explained that the latest breakthroughs in AI are focused on the "use of tools," with the existing software tools designed with clear characteristics providing solid support for AI applications [1] Group 2: Market Reactions - The launch of a new chatbot by AI company Anthropic has raised concerns about the rapid advancement of AI capabilities potentially impacting the data industry and professional services, leading to a notable sell-off in global software stocks [1] - The sentiment surrounding these developments has continued to spread across the market, reflecting heightened anxiety among investors regarding the implications of AI advancements [1]
虚增营收5.86亿元!金健米业因空转贸易等遭上交所通报批评
Huan Qiu Wang· 2026-02-05 02:57
登录新浪财经APP 搜索【信披】查看更多考评等级 根据责任认定结果,4名时任高管对上述违法违规行为负有主要责任。具体来看:全臻,时任公司董事 长;陈伟,时任公司总裁、代董事长;吴飞,时任公司副总裁,且分管贸易业务;马先明,时任公司财 务总监,负责财务把关。 上交所指出,上述人员违反了《上海证券交易所股票上市规则》(2023年2月修订)的多项条款,并违 背了在《董事(监事、高级管理人员)声明及承诺书》中作出的承诺。在调查过程中,公司及上述责任 人对违规事实回复无异议。 最终,上交所作出纪律处分决定:对金健米业及全臻、陈伟、吴飞、马先明予以通报批评。这一处分将 通报中国证监会,并记入证券期货市场诚信档案数据库。 同日,金健米业公告称收到了湖南证监局出具的《关于对金健米业股份有限公司采取责令改正并对相关 责任人员采取出具警示函行政监管措施的决定》(以下简称《决定》)。湖南证监局表示,根据《上市 公司信息披露管理办法》第五十二条规定,决定对金健米业采取责令改正的行政监管措施,对公司时任 董事长全臻,时任总裁、代董事长陈伟,时任副总裁吴飞(分管贸易业务)以及时任财务总监马先明采 取出具警示函的行政监管措施,并记入证券期 ...
外媒:54岁荷兰王后以预备役军人身份参军,荷兰王室解释原因
Huan Qiu Wang· 2026-02-05 02:55
报道称,马克西玛4日被授予士兵军衔并开始训练。荷兰王室公布的照片显示,她正在进行手枪射击、攀绳以及队列行进 训练。完成训练后,马克西玛将晋升为中校军衔。预备役人员以兼职形式在军队服役,通常与工作或学业并行,相关人 员在需要时将按任务部署,并活跃于各军种。 《纽约时报》介绍说,接受军事训练在欧洲王室成员中相当普遍,不过多数人在更早阶段就完成相关训练。马克西玛也 并非近期唯一入伍的荷兰王室成员,她的女儿阿玛莉娅公主上月在完成军事训练后晋升为下士。 【环球网报道】据荷兰广播节目公司(NOS)、美国《纽约时报》等媒体当地时间2月4日报道,在欧洲各国致力于加强 武装力量、降低对美国军事依赖的背景下,现年54岁的荷兰王后马克西玛已以预备役军人身份加入荷兰陆军。 《纽约时报》称,荷兰王室4日发布新闻稿称,马克西玛选择参军,是因为"我们的安全已无法再被视为理所当然"。 ...
蹭“商业航天”和“脑机接口”热点 沃格光电收警示函
Huan Qiu Wang· 2026-02-05 02:53
《决定书》指出,当前,"商业航天""脑机接口"属于市场较为关注的热点概念,对公司股价和投资者决 策可能产生较大影响。公司发布相关信息,应当审慎、准确、客观,并充分提示不确定性风险,避免对 投资者产生误导。公司在上证E互动平台中,回复的内容未能准确反映公司CPI产品、生物芯片相关玻 璃基板产品的具体应用情况、发展阶段、销售规模及对公司整体经营情况的影响,也未就未来发展存在 的不确定性等情况充分提示风险,经监管督促才发布公告予以说明,相关信息发布不准确、不完整,风 险提示不充分,可能对投资者决策产生误导。 来源:环球网 【环球网综合报道】2月4日晚间,上交所上市公司管理一部下发监管警示的决定书(以下简称"决定 书"),对沃格光电及其董秘龚庆宇予以监管警示,称公司关于"商业航天"和"脑机接口"两个热门概念 板块相关信息发布不准确、不完整,风险提示不充分,可能对投资者决策产生误导。 《决定书》显示,经查明,江西沃格光电集团股份有限公司(以下简称沃格光电或公司)于2026年2月2 日通过上证E互动平台回复多个涉及CPI航天应用、微流控生物芯片等问题。其中,在回复CPI航天应用 相关问题时,公司提到CPI膜材及防护镀膜产 ...
畅通医养绿色通道 低心率高龄老人得到专业救治
Huan Qiu Wang· 2026-02-05 02:50
Group 1 - The article highlights a case of a 96-year-old patient with severe health issues, including heart block and low heart rate, requiring urgent medical attention [1] - The National Health Commission has released a detailed plan for the integration of medical and elderly care, emphasizing the establishment of green channels for elderly patients in healthcare institutions [1] - The rapid organization of multidisciplinary teams in hospitals, facilitated by the green channel, allows for effective treatment of elderly patients with multiple chronic conditions [2] Group 2 - The medical team conducted a thorough review of the patient's medical history and adjusted medication based on real-time heart rate monitoring [2] - The successful implantation of a temporary pacemaker and leadless pacemaker was performed under precise imaging guidance, showcasing advancements in elderly care procedures [2] - Post-operative care included continuous heart monitoring and dynamic rehabilitation adjustments, underscoring the importance of specialized care for elderly patients [2]
首届全国中药农业博览会将于4月在湘举办
Huan Qiu Wang· 2026-02-05 02:43
Core Insights - The first National Traditional Chinese Medicine Agricultural Expo and Industry Conference will be held from April 10 to 12, 2026, in Hunan, focusing on the entire industry chain of traditional Chinese medicine agriculture [1][3] - The event aims to implement national traditional medicine development strategies, address industry bottlenecks, and promote modernization and transformation of traditional Chinese medicine agriculture [1][3] Group 1: Event Overview - The expo is co-hosted by the China Traditional Chinese Medicine Association and Hunan Exhibition Group, with support from various industry committees and alliances [1][3] - The event will serve as a platform for policy promotion, industry collaboration, and standard-setting in the traditional Chinese medicine sector [3][4] Group 2: Industry Challenges - Traditional Chinese medicine agriculture is transitioning from traditional, decentralized planting to modern, intensive management, facing systemic challenges such as shortages of quality seeds, specialized agricultural inputs, suitable machinery, and processing equipment [3][4] - The industry also struggles with difficulties in production and sales connections, as well as technology implementation [3] Group 3: Expo Highlights - The expo will feature high-end forums with top experts and enterprises discussing key issues like seed innovation and green ecological planting [4] - It will include targeted activities such as procurement release meetings and supply-demand matching sessions to facilitate efficient connections between technology, capital, and markets [4][5] Group 4: Participation and Impact - The expo is expected to cover an exhibition area of 22,000 square meters with 12 thematic exhibition areas, and over 1,000 exhibitors and more than 10,000 professional visitors are anticipated [5] - Major industry players like Yushengtang, Zhejiang Agricultural Group, and others have confirmed their participation, showcasing a comprehensive market for traditional Chinese medicine agriculture [5]