Core Viewpoint - The launch of the scaleX Wanka supercluster by Zhongke Shuguang at the HAIC2025 marks a significant advancement in large-scale intelligent computing systems, showcasing China's capabilities in AI infrastructure [1][3]. Group 1: Product Features - The scaleX Wanka supercluster is designed for trillion-parameter models and complex tasks, featuring innovations in super-node architecture, high-speed interconnect networks, storage performance optimization, and system management [3]. - It includes the world's first single-cabinet 640-card super-node, achieving a total computing power exceeding 5 EFlops and a PUE value as low as 1.04, enhancing computing density by 20 times [3][4]. - The proprietary RDMA high-speed network, scaleFabric, offers 400 Gb/s bandwidth and less than 1 microsecond communication latency, improving communication performance by 2.33 times compared to traditional IB networks while reducing overall network costs by 30% [4]. - The system features tightly coupled optimization of storage, computing, and transmission, enhancing data transfer efficiency and increasing AI accelerator resource utilization by 55% [4]. - A digital twin for the supercluster enables intelligent management and fault recovery, ensuring 99.99% availability and supporting management of tens of thousands of nodes and users [4]. Group 2: Market Applications and Collaborations - The scaleX Wanka supercluster supports over 400 mainstream large models and is applicable in diverse fields such as large model training, financial risk control, geological energy exploration, and scientific intelligence [6]. - Strategic collaborations were established at the conference among companies like SenseTime, Zhongke Shuguang, and others, focusing on optimizing AI computing hardware and software systems and innovating applications in embodied intelligence [6].

12月18日，罗永浩在朋友圈公开吐槽上海电信网速问题。 有通信行业从业者分析，宽带速率"缩水"有多种可能的原因：一是小区宽带接入的光纤线路老化、端口 带宽被共享挤占，导致高峰期速率骤降；二是电信后台对部分用户的带宽进行了隐性限制，或未按合约 开放足额千兆带宽；三是用户端的路由器、网线等设备不支持千兆速率，形成硬件瓶颈。不过考虑到罗 永浩是科技行业从业者，第三类的硬件问题大概率可排除。 此外，罗永浩的朋友圈在网络上流传开后，不少上海电信用户在评论区反映自己也遭遇过类似情况，表 示办理时表称的千兆宽带实际速率远未达标，报修后问题也未能得到根治。 罗永浩表示，其搬至上海后开通电信独享千兆宽带服务，然而自办理以来的半年多时间里，宽带实际速 率绝大多数时候仅有不到一百兆。 罗永浩说："每次找来客服，不管是官方的还是非官方的，还是疑似在官方吃里扒外的，都是管用三五 天，然后又回到九十多兆。" 无可奈何之下，罗永浩通过朋友圈表示希望能有朋友介绍上海电信宽带的人帮忙解决："我就要在网上 发疯了……希望上海电信宽带多保重。" 黑猫投诉等平台上也可见上海电信宽带用户的投诉。有用户反映上海电信将其签约的100M上行宽带擅 自限制至 ...

12月18日，罗永浩在朋友圈公开吐槽上海电信网速问题。 罗永浩表示，其搬至上海后开通电信独享千兆宽带服务，然而自办理以来的半年多时间里，宽带实际速率绝大多数 时候仅有不到一百兆。 罗永浩说："每次找来客服，不管是官方的还是非官方的，还是疑似在官方吃里扒外的，都是管用三五天，然后又 回到九十多兆。" 无可奈何之下，罗永浩通过朋友圈表示希望能有朋友介绍上海电信宽带的人帮忙解决："我就要在网上发疯了…… 希望上海电信宽带多保重。" 有通信行业从业者分析，宽带速率"缩水"有多种可能的原因：一是小区宽带接入的光纤线路老化、端口带宽被共享 挤占，导致高峰期速率骤降；二是电信后台对部分用户的带宽进行了隐性限制，或未按合约开放足额千兆带宽；三 是用户端的路由器、网线等设备不支持千兆速率，形成硬件瓶颈。不过考虑到罗永浩是科技行业从业者，第三类的 硬件问题大概率可排除。 此外，罗永浩的朋友圈在网络上流传开后，不少上海电信用户在评论区反映自己也遭遇过类似情况，表示办理时表 称的千兆宽带实际速率远未达标，报修后问题也未能得到根治。 黑猫投诉等平台上也可见上海电信宽带用户的投诉。有用户反映上海电信将其签约的100M上行宽带擅自限制至5 ...

Core Insights - The second "Qixing Mountain·Camel Cup" extreme wilderness survival challenge has been suspended due to a cold wave, with the remaining eight contestants sharing the victory and prize money [1] - The event gained over 5 billion views online, showcasing the intense survival narratives of participants [1] - Camel, known as "China's outdoor first brand," aims to enhance its professional image in the outdoor sector through this extreme event [3][10] Company Positioning - Camel has established a strong presence in the outdoor apparel market, achieving the highest sales in global sales of jackets for six consecutive years from 2019 to 2024, with a market share of approximately 5.5% and retail sales of about 5.6 billion yuan [4] - The brand's success is attributed to its "pan-outdoor" positioning, targeting urban sports and daily commuting while ensuring professional functionality [4][5] - Camel's pricing strategy, with average prices between 400-600 yuan, has made it a preferred choice among consumers, particularly students and young professionals [7] Marketing and Brand Strategy - Camel's marketing emphasizes fashion and urban outdoor activities, making its jackets popular in various lifestyle contexts [5] - The brand has faced challenges in establishing a professional image within the outdoor community, as it is often associated with casual outdoor wear [9] - The collaboration with the wilderness survival event is a strategic move to build Camel's professional recognition in the outdoor sector [10][13] Product Development and Innovation - Camel has developed its own ENFO-TECH nano three-proof shell, which has been validated in real-world conditions during the survival challenge [12] - The brand is expanding its product lines to include various outdoor and lifestyle items, including beauty products tailored for outdoor enthusiasts [21][22] Future Growth and Expansion - Camel plans to continue its growth trajectory with an expected 30%-50% increase in jacket sales over the next two years [9] - The company is also expanding its offline presence with large outdoor sports stores, enhancing customer experience and interaction [19][20] - Camel is building a multi-brand matrix to cover different market segments, including high-end and fashion-oriented brands, to penetrate higher-value niches [22][24]

Core Viewpoint - China Post Insurance increased its stake in Sichuan Road and Bridge by purchasing 114,300 shares, raising its total holdings to 435 million shares, which is 5.00% of the company's total equity. This move is part of a long-term investment strategy to support the company's sustainable development [1]. Group 1: Company Performance - Sichuan Road and Bridge reported a revenue of 73.281 billion yuan for the first three quarters of the year, reflecting a year-on-year growth of 1.95% [1]. - The net profit attributable to shareholders for the same period was 5.3 billion yuan, showing an increase of 11.04% year-on-year, with a significant rise of 59.72% in the third quarter alone, amounting to 2.52 billion yuan [1]. - The company announced a cash dividend of 3.284 billion yuan for the 2024 fiscal year, which represents 50.02% of the net profit attributable to shareholders [2]. Group 2: Investment and Shareholder Returns - Sichuan Road and Bridge has a shareholder return plan for 2025-2027, committing to distribute at least 60% of the annual net profit to shareholders in cash [2]. - A mid-term dividend of 278 million yuan is expected to be distributed in mid-2025, emphasizing the company's commitment to sharing operational success with investors [2]. Group 3: Insurance Sector Insights - China Post Insurance reported an insurance business revenue of 151.311 billion yuan and a net profit of 9.129 billion yuan for the first three quarters, ranking second among non-listed life insurance companies in terms of premium income and net profit [2]. - Despite a 17.66% increase in premium income, China Post Insurance faced a 15.57% decline in net profit, indicating challenges in profitability [2]. - The company experienced a rise in the comprehensive surrender rate to 1.84%, with some products exceeding a 21% surrender rate, alongside a low investment return rate of 0.31% [2][3].

Core Viewpoint - The approval of L3-level conditional autonomous driving vehicles marks a significant milestone in China's autonomous driving technology, transitioning from testing to mass production [2][3] Group 1: Product Approval - The Ministry of Industry and Information Technology approved two models with L3-level conditional autonomous driving capabilities: Changan Automobile's Deep Blue SL03 and BAIC Group's Arcfox Alpha S6 [2] - The Deep Blue SL03 features Changan's self-developed "Tianshu Intelligent" system, while the Arcfox Alpha S6 is equipped with Huawei's QianKun Intelligent Driving ADS system [2] - This approval indicates that L3-level autonomous driving technology is moving from "test tracks" to "mass production" [2] Group 2: Conditional Nature of L3 - L3 is classified as "conditional autonomous driving," meaning the vehicle can perform all driving tasks under specific conditions, but the driver must be ready to take control when requested [4] - The operational limits for these L3 vehicles include specific urban areas, road types, speed limits, and scenarios, as outlined in the Ministry's announcement [4][5] - For instance, the Deep Blue SL03 can operate in congested traffic on highways and urban expressways at a maximum speed of 50 km/h, while the Arcfox Alpha S6 can do so at up to 80 km/h [4] Group 3: Regulatory and Management Framework - The approval of L3 products necessitates the establishment of a management and regulatory framework to address issues such as traffic responsibility, insurance, and policy integration [6] - The process of validating and refining standards, regulations, and policies will be crucial as L3 vehicles are introduced on the roads [6] - This approval is seen as a "constrained advancement," acknowledging technological progress while setting clear operational boundaries for future advancements in autonomous driving [6] Group 4: Future Outlook - A cautious optimism is suggested regarding the impact of L3 product approval on transportation and industry dynamics, emphasizing the importance of not overestimating its current capabilities [7] - The future of autonomous driving in China will depend on both technological capabilities and the patience to progress step by step [7]

而站在这些议员对面的是一群美国一线执法工作人员，他们在日常工作中非常依赖"质量可靠"的大疆设 备来扑灭火灾、处理交通事故…… 美国康涅狄格州洛基希尔的消防局副局长马克·詹蒂莱（Mark Gentile）直言，使用大疆无人机让他可以 站在0.25英里（约合400米）外看清目标，而美国制造的无人机"在实际消防工作中，对我们来说毫无用 处"。 北达科他州伯利县警长办公室拥有5架大疆无人机，该团队负责人吉姆·赫尔姆（Jim Hulm）称赞 说，"大疆的设备对我们帮助很大，质量非常可靠"。 【文/观察者网 王一】距离美国国会此前对中国无人机制造商大疆创新设定的12月23日安全审查最后期 限只剩下几天，一些美国议员又跳出来炒作所谓的"安全威胁"，要求特朗普政府加紧审查并封禁大疆无 人机。 一名美国消防员正架设大疆无人机。 彭博社 "大疆的设备对我们帮助很大，质量非常可靠" 美国彭博社18日报道称，美国特朗普政府面临一项关键期限——他们必须在23日前决定大疆是否构成国 家安全威胁，而这一决定可能导致美国各地警察和消防部门正在使用的数千架无人机被迫停飞。 美国国会去年通过了一项法案，要求美国政府必须在今年12月底前完成对大疆 ...

截至本公告披露日，吕品先生不持有公司股票，亦不存在应当履行而未履行的股份锁定承诺。 吕品先生的逝世不会导致公司董事会成员人数低于法定人数，不会影响公司董事会的正常运作。公司经营管理团队正常履职，公司将根据有关法律法规和 《公司章程》的规定，尽快完成董事补选及董事长选举的相关工作，并及时履行信息披露义务。 18日，国盾量子发布公告称，公司董事长吕品先生不幸逝世。 吕品先生于2025年5月起担任公司董事长，并担任战略与投资委员会主任委员、薪酬与考核委员会委员。公司及公司董事会对吕品先生的逝世表示沉痛哀悼 并向其家属表达深切慰问。 18日早些时候，合肥市公安局高新技术开发区分局发布警情通报： 2025年12月18日13时许，我局接报警称，吕某（男，46岁）在望江西路与孔雀台路交叉口某公司一办公室内失去意识。接警后，民警立即到场处置。经120 现场确认，吕某已无生命体征。经公安机关勘查调查，已排除案件。 警方提示：请广大网民不造谣、不传谣、不信谣，共同营造清朗网络空间。 新黄河大鱼财经从数个权威信源处获悉，上述通报中提到的吕某即为国盾量子董事长吕品。该媒体多次联系国盾量子公司董秘，截至发稿无回应。 Wind显示，吕品 ...

12月18日，一则来自跨境电商平台速卖通的数据引发关注：过去一年，国产电视机在该平台的销售额同 比激增300%，成为大家电品类中增速最快的"明星"。 小米、TCL、海信、创维、康佳这五大国产电视巨头，已集体将速卖通列为出海战略的核心阵地。其 中，小米电视更是在今年"海外双11 & 黑五"大促期间，一举登上速卖通欧洲市场电视品类销售额榜首 的宝座。 最具里程碑意义的信号出现在2025年"黑五"开卖首日。据知名应用分析平台Sensor Tower数据，当日， 速卖通在欧洲多国App下载量超过亚马逊。 2025"黑五"开卖首日，速卖通在欧洲下载量超过亚马逊 这并非偶然的销售脉冲，而是中国品牌依托跨境电商平台，系统性挑战全球电商巨头亚马逊、重塑海外 市场格局的一个缩影。其背后，是平台战略的升级、品牌诉求的转变与全球贸易环境的演变。 业内人士指出，作为"出海四小龙"中唯一能在品牌出海赛道与亚马逊正面竞争的平台，速卖通此次在亚 马逊核心市场实现下载量反超，标志着速卖通开始向亚马逊的核心主场发起挑战，也吸引了各大知名品 牌将速卖通视为新主场。 本文系观察者网独家稿件，未经授权，不得转载。 国产家电品牌出海并非新鲜事，但过去 ...

Core Viewpoint - Luckin Coffee, China's largest coffee chain, and its major investor, Dazhong Capital, are considering acquiring Blue Bottle Coffee from Nestlé to enhance brand image and enter the high-end coffee market [1][3] Group 1: Acquisition Considerations - Discussions regarding the acquisition are in early stages, and a formal offer may not be made [1] - Besides Blue Bottle Coffee, Luckin and Dazhong are also evaluating the acquisition of %Arabica's operations in China [1] - Blue Bottle Coffee, founded in 2002, is known for its fresh coffee beans and minimalist design [1][2] Group 2: Market Presence - Blue Bottle Coffee has 15 stores in mainland China, with locations in Shanghai, Shenzhen, and Hangzhou [2] - %Arabica has 116 stores in mainland China and Hong Kong, making China its largest market [2] Group 3: Financial Performance - Luckin Coffee has shown remarkable recovery post-financial scandal, with 29,214 stores globally and a net revenue of 15.287 billion yuan in Q3 2023, a 50.2% year-on-year increase [3] - The net profit for the same quarter reached 1.278 billion yuan [3] Group 4: Strategic Implications - Acquiring Blue Bottle or %Arabica could help Luckin fill a gap in the high-end market and enhance brand value [3] - Nestlé is reportedly evaluating the future of Blue Bottle Coffee, including potential sale options, as part of a strategic shift under its new CEO [4][5] Group 5: Challenges and Market Dynamics - The acquisition poses challenges due to the cultural differences between Luckin's fast service model and the slow culture of hand-brewed coffee [5] - The domestic coffee market is facing intense price competition, raising questions about the financial rationale behind acquiring a brand with average profitability [5] - The evolving coffee market landscape indicates a shift towards higher value and broader market opportunities for local brands like Luckin [5]