Guan Cha Zhe Wang

Search documents
LV近42万香港客户资料外泄!近期奢侈品数据安全事故频发
Guan Cha Zhe Wang· 2025-07-21 08:40
(文/朱道义 编辑/张广凯) 法国奢侈品牌路易威登,再次发生了重大数据安全事件。 据香港文汇报等媒体报道,路易威登(Louis Vuitton)近日发客户信,称发生客户资料外泄事件,近42万 名香港客户受影响。 外泄的资料涉及客户姓名、护照号码、出生日期、地址、电邮地址、电话号码、购物记录和产品喜好资 料。路易威登香港(LVHK)表示,外泄的资料不包含任何支付资讯,正通知相关部门和受影响客户。 香港个人资料私隐专员公署表示,已根据既定程序对LVHK展开调查,包括事件是否涉及延误通报。 值得注意的是,今年以来,路易威登的重大数据安全事件频频发生。 不久前的7月2日,路易威登发布公告称遭遇网络攻击,导致重大数据泄露事件发生。据报道,攻击者窃 取了其在英国、韩国、土耳其等国家的客户姓名、联系方式和购买历史等敏感信息,受影响用户超过 14.3万名。 同日,路易威登韩国公司也发布通知称,有未经授权的第三方于6月8日进入公司系统,导致部分客户个 人信息资料泄露。通知显示,泄露的数据可能包括客户姓名、联系方式和客户提供的其他信息。资料库 中并不包含密码或财务资料,如信用卡资料、银行账户资料或其他财务账户。 此外,5月12日 ...
“爆炸门”9年后,美国机场仍禁止携带三星Note 7
Guan Cha Zhe Wang· 2025-07-21 08:03
(文/方周 编辑/吕栋) 事发距今已有九年,三星Note 7"爆炸门"的余波仍在持续。 据纽约邮报(New York Post)、samsung mania等外媒消息,近期,美国网友在社交媒体平台上拍摄的 一则短视频使得这一部"臭名昭著"的手机再次进入了人们的视野。 一位网友于六月下旬拍摄了美国机场的一则警示信息,上面鲜明地写道:"美国联邦航空管理局 (FAA)禁止携带物品——三星 Galaxy Note 7。个人不得携带此设备登机、放入随身行李或托运行李 中,适用于前往、离开或在美国境内飞行的所有航班。" 国外网友于美国一机场拍摄的告示牌 纽约邮报 这则视频在短时间内便获得了超过250万次播放,再一次引发了人们关于这一早已停产、三星方面最不 愿提起的旧手机的关注。 但时隔多年,社交媒体上的许多网友都对此表示疑惑:这款手机到底怎么了?为什么它被禁了? 据悉,三星于于 2016年8月发布Galaxy Note 7智能手机,距今已有9年时间,但该款手机发布后不就便 在全球范围内陆续爆出手机电池爆炸事件,造成用户损伤与财产损失,仅仅截至2016年9月1日,三星方 面便称已在全球范围内收到35起电池损坏和燃烧案例。随 ...
不想输给中美,“欧盟密谋新计划”
Guan Cha Zhe Wang· 2025-07-21 07:58
欧洲汽车制造商的电气化转型之路波折不断,这项法案也被视为欧盟加快绿色转型、推动禁用燃油车 的"后门"手段。 对于欧盟拟定的强制令,有欧洲议员警告,租车公司将受到不小的冲击。由于充电基础设施不足、维修 成本高、二手车残值低,包括Enterprise、Hertz和Sixt在内的公司已在2024年削减纯电车数量。 欧洲议会议员马克斯·费尔贝尔更是呼吁欧盟委员会放弃该计划。他在写给欧盟委员会主席冯德莱恩的 信中指出,如果这项规定出台,企业将只是为了达成配额而被迫采购电动车。 Sixt首席执行官尼科·加布里埃尔也警告,这项计划"不切实际",游客很少愿意租用电动汽车,因为整个 欧盟的充电桩严重不足,租车成本最终会变得更高。 【文/观察者网 柳白】中国新能源汽车市场发展如火如荼,欧洲车企的电气化之路却困难重重。为实现 2035年全面禁售燃油车的计划,欧盟打算"逼一把"企业,让他们成为绿色转型的"排头兵"。 德国《图片报》7月19日援引消息人士的话披露,欧盟委员会正在秘密讨论一项立法,拟强制租车公司 和企业车队在2030年前全部更换为纯电汽车。这项法案最早可能于今年夏末公开,并提交欧洲议会进行 审议。 报道称,新规将适用于整 ...
日本造出本土首颗2nm晶体管
Guan Cha Zhe Wang· 2025-07-21 06:53
Core Viewpoint - Japan has made significant progress in its $34 billion (approximately ¥4.4 trillion) 2nm chip project, led by the government-supported startup Rapidus, which has successfully produced Japan's first 2nm transistor, although details on product quality and customer attraction remain limited [1][3][6]. Group 1: Project Overview - Rapidus has achieved a milestone by producing a functional 2nm transistor and is collecting data to improve chip manufacturing processes [3][6]. - The company aims to control defect rates at 50% initially, with a future target of 10%-20% [5][6]. - The project is part of Japan's strategy to rebuild domestic chip manufacturing capabilities, with support from major companies like Toyota, NTT, and Sony [6][7]. Group 2: Financial Aspects - The Japanese government has committed up to ¥1.7 trillion (approximately $11.5 billion) to support Rapidus, which is higher than the ¥1.2 trillion (approximately $8.1 billion) allocated for TSMC's factories in Kumamoto, Japan [7]. - The total estimated cost of the chip manufacturing project is ¥5 trillion (approximately $34 billion), raising concerns about the financial burden on taxpayers [7]. - Rapidus aims to secure an additional ¥200 billion (approximately $1.3 billion) in investments from government and private sectors this year [7][8]. Group 3: Competitive Landscape - Rapidus faces significant competition from established players like TSMC, Intel, and Samsung, which dominate the advanced chip market [9][10]. - TSMC holds a 67.6% market share in the global foundry market, while Rapidus is still in the early stages of development [9][10]. - The company is adjusting its business model to offer faster factory response times and is willing to produce custom chips in small batches [8]. Group 4: Technical Challenges - The project relies on EUV lithography technology, which is crucial for producing 2nm semiconductors [6][8]. - Rapidus is one of the first companies to commercialize fully single-wafer processing, which is central to its rapid unified manufacturing services [6][8]. - The introduction of gate-all-around (GAA) transistor design represents a significant technological shift, and Rapidus is collaborating with IBM to leverage this technology [8][9]. Group 5: Workforce Issues - Japan faces a shortage of skilled engineers, with many experienced professionals nearing retirement and younger engineers still in training [12]. - Rapidus is attempting to address this gap through partnerships with IBM and startups like Tenstorrent [12].
传阿涅利家族欲出售依维柯,印度塔塔是主要买家
Guan Cha Zhe Wang· 2025-07-21 06:46
Core Viewpoint - Exor Group, owned by the Agnelli family, is negotiating the sale of truck manufacturer Iveco, with Tata Motors as a primary potential buyer, leading to a nearly 10% increase in Iveco's stock price on the Milan exchange [1][3]. Group 1: Company Overview - Iveco is a well-known commercial vehicle manufacturer based in Turin, Italy, employing approximately 36,000 people, with 14,000 in Italy [3]. - The company has a market capitalization of about €4.2 billion (approximately ¥35 billion), making it smaller than competitors like Volvo Trucks, Daimler, and Volkswagen [3]. Group 2: Ownership and Stake - Exor Group holds a 27.1% stake in Iveco and possesses 43.1% of the voting rights [3]. Group 3: Defense Business and Sale Conditions - The sale of Iveco does not include its defense business, Iveco Defence Vehicles (IDV), which is Italy's largest military vehicle manufacturer, complicating potential transactions due to the sensitivity of defense operations [5]. - Any merger or acquisition involving Iveco is expected to be subject to Italy's "golden power" legislation, which allows the government to impose conditions or block foreign and domestic acquisitions in strategic sectors [5]. - Iveco has received three bids for its defense business, with a reported value of up to €1.9 billion (approximately ¥15.85 billion) [5]. Group 4: Future Plans - Exor Group is in discussions with several non-European companies regarding the potential sale of Iveco, with plans to divest its defense business by the end of this year [5].
美教授:中国这项技术也在反超,令人兴奋
Guan Cha Zhe Wang· 2025-07-21 04:17
Core Insights - The article discusses the advancements in brain-computer interface (BCI) technology, particularly focusing on the "Beinao-1" chip developed in China, which has shown promising results in clinical trials for patients with conditions like ALS [1][5][10]. Group 1: Technology Development - The "Beinao-1" chip is a wireless BCI that allows patients to communicate their thoughts through text on a screen, demonstrating high accuracy in decoding brain signals [1][5]. - The Beijing Institute for Brain Science and Brain-like Research (CIBR) has initiated clinical trials, with plans to implant the chip in 50 to 100 patients in the coming year [1][5]. - The technology is described as "semi-invasive," allowing for sufficient signal capture without the higher risks associated with more invasive methods used by some U.S. companies [4][10]. Group 2: Market Potential - The global BCI market was valued at approximately $2.6 billion last year and is projected to grow to $12.4 billion by 2034 [7]. - The demand for BCI technology is described as "very strong," with numerous requests from potential patients [1][5]. Group 3: Competitive Landscape - Experts indicate that while the U.S. has historically led in BCI technology, China is rapidly catching up and even leading in certain areas [2][10]. - The article highlights the competitive nature of BCI research between China and the U.S., with both countries recognizing the technology's potential [2][7]. - Comparisons are made between China's "Beinao-1" and U.S. companies like Neuralink, noting differences in implantation techniques and signal recording methods [10]. Group 4: Research and Collaboration - The NeuCyber NeuroTech company, incubated by CIBR, focuses on developing BCI products like "Beinao-1" [4]. - Recent collaborations in Shanghai have also yielded breakthroughs in BCI technology, further enhancing the prospects for patients with speech impairments [10].
饥饿营销?英伟达H20被曝供应有限,且不打算重启生产
Guan Cha Zhe Wang· 2025-07-21 03:55
Core Insights - Nvidia has informed its Chinese customers about limited supply of the H20 AI chips, which are a "downgraded" version of its flagship H100, accounting for 80% of its revenue in China [1] - The U.S. government has recently approved the sale of H20 chips to China, and Nvidia is working to ramp up production to meet existing orders [2][4] - Despite the approval, the domestic Chinese chip industry is rapidly advancing, with local companies increasing their market share during Nvidia's absence [6] Group 1: Nvidia's H20 Chip Situation - Nvidia's H20 chip, designed to comply with U.S. export controls, has a performance of only 15%-30% compared to the H100, leading to a projected loss of $5.5 billion due to the sales ban [1] - Following the ban, Nvidia canceled customer orders and relinquished production capacity at TSMC, which has since been allocated to other clients [1] - Nvidia's CEO Jensen Huang stated that many orders for H20 chips are already in place, but the company needs time to enhance supply chain capacity [4] Group 2: Market Dynamics and Competition - Nvidia's market share in China has dropped from 95% four years ago to 50% currently, indicating a significant loss in its competitive position [5] - In the fiscal year ending January 2024, Nvidia's revenue from China reached $17.108 billion, a 66% increase from the previous year, but its share of overall revenue fell from 26.42% to 13.11% from 2021 to 2024 [5] - The domestic chip industry is capitalizing on the gap left by Nvidia and AMD, with local companies increasing their market share in the data center accelerator market from 14% to 34.6% [6] Group 3: U.S.-China Trade Relations - The approval for H20 chip sales is part of broader U.S.-China trade negotiations, with the U.S. aiming to prevent China from achieving self-sufficiency in chip production [7] - The Chinese government has expressed the need for the U.S. to eliminate unreasonable trade restrictions and promote a cooperative environment for mutual benefit [7]
投资超70亿历时5年,美的在上海新园区里点了哪些科技?
Guan Cha Zhe Wang· 2025-07-21 03:20
2020年3月,美的集团正式宣布,全球创新园区落户上海计划启动,拟以全新姿态完成从"白电龙头"到"科技巨头"的蜕变。 同年12月,美的集团以底价18.36亿元,成功竞得上海西虹桥一宗商办用地。 2025年6月,历时5年,承载人工智能、新能源、智能制造、智慧医疗、智慧物流等领域研发重任的美的全球创新园区正式竣工启用,总投资超过70亿元。 该园区定位为美的继广东顺德总部后的第二个国内全品类研发中心,未来可容纳8000至10000名科研人员,聚焦人工智能、大数据、智慧能源等前沿技术研 发,与美日德意等30余个全球研发中心形成"2+4+N"创新网络。 这也意味着,美的全球研发体系的全面升级。 (文/张志峰 编辑/周远方) 企业2025年一季度财报显示,美的集团楼宇科技业务收入同比增长20%,成为增长最快板块之一。 悬空双塔与绿色技术 "我们希望员工在工作中犹如置身于森林之上,感受科技带来的便捷与自然的宁静。" 美的集团上海园区办公室总监许宁说。 上海美的全球创新园区的设计理念为"森林之上,科技之城",旨在打造一个融合自然与科技的未来园区。建筑主体采用钢结构体系,通过 14 个核心筒支撑 起两栋L型塔楼,形成连续200 ...
Manus撤离中国后谈经验教训;Kimi K2登顶;奈飞首次使用AIGC做特效
Guan Cha Zhe Wang· 2025-07-21 01:07
Group 1 - Manus co-founder Ji Yichao discussed the reasons for the company's decision to "shell" rather than develop a large model, citing painful lessons from previous entrepreneurial experiences, and noted that the future of AI agents lies in context design rather than merely competing on model capabilities [1] - Kimi K2, a Chinese open-source model, has topped the global open-source model rankings, outperforming competitors like Google's Gemma3 and Meta's Llama4, indicating a significant advancement in China's AI model development [1] - China Unicom is exploring the establishment of a 100,000 card computing cluster, with an expected computing scale of 45 EFLOPS by the end of the year, highlighting the company's commitment to expanding its intelligent computing capabilities [2] Group 2 - Netflix has begun using generative AI for visual effects in its TV productions, aiming to reduce production costs and enhance content quality, with the Argentine sci-fi series "The Eternaut" being the first project to utilize this technology [2] - Delta Airlines is implementing an AI-driven dynamic pricing strategy to customize ticket prices for each passenger based on their willingness to pay, moving away from traditional fixed pricing models [2] - Elon Musk announced the development of a child-friendly AI application called "Baby Grok," although specific functionalities have not been disclosed, indicating a focus on creating friendly content for children [3] Group 3 - The Trump administration has initiated a review of Elon Musk's SpaceX contracts with various federal agencies following a reported fallout between Trump and Musk, which may impact SpaceX's operations and future contracts [4][5] - The third Chain Expo concluded with over 6,000 cooperation intentions signed, reflecting a growing interest in blockchain technology and partnerships within the industry [5] - Nvidia's CEO Jensen Huang praised China's supply chain as one of the best in the world, highlighting its scale, complexity, and diversity, which positions China as a leader in global supply chain management [6] Group 4 - The pricing of Apple's upcoming foldable iPhone is speculated to exceed 15,000 yuan, with material costs estimated at 759 USD, indicating a potential high-end market positioning for this product [6] - Zeekr responded to allegations regarding "0-kilometer used cars," clarifying that the vehicles in question are new products that have not been registered, emphasizing their commitment to industry integrity [6] - Faraday Future's new MPV model FX Super One has been accused of design plagiarism from Great Wall Motors' high-end brand, with the company removing references to "Gaoshan 9" from its website amid the controversy [7]
外媒紧盯:中国6月对美稀土磁体出口环比激增660%
Guan Cha Zhe Wang· 2025-07-21 00:49
Group 1 - China's rare earth magnet exports to the US surged to 353 tons in June, a 660% increase from May, indicating a strong recovery in supply after a trade agreement between China and the US [1] - Overall, China's rare earth magnet exports reached 3188 tons in June, up 157.5% from 1238 tons in May, but down 38.1% compared to the same period in 2024 [1][3] - The approval of more export licenses in June is expected to further boost rare earth magnet exports in July [3] Group 2 - China accounts for over 90% of global rare earth magnet supply and implemented export controls on several rare earth products in early April in response to US tariffs [3][4] - The export volume significantly declined in April and May due to lengthy approval processes for export licenses, disrupting global supply chains and causing some automakers to halt production due to rare earth shortages [3] - The total export volume of China's rare earth magnets for the first half of 2025 was 22319 tons, reflecting an 18.9% year-on-year decrease [3]