近日，美国《华尔街日报》报道称，特斯拉已决定"剔除中国供应链"，计划在未来一两年内将其美国制造汽车中的中国零部件全部替换。 11月26日，特斯拉公司副总裁陶琳发布微博表示，"无论是美国、中国还是欧洲，Tesla全球各生产基地的供应商选择都采用同样严格、客观的标准，完全基 于质量、总成本、技术能力成熟度以及长期供货连续性。供应商的原产国或地理来源不构成排除性标准。" 据每日经济新闻报道，一位特斯拉中国工作人员指出，陶琳的表态正是对相关传闻的直接否认。 另据上海证券报消息，同日，特斯拉中国有关负责人表示，关于特斯拉"剔除中国供应链"的报道为"不实消息"。 《华尔街日报》在所谓独家报道里称，特斯拉"希望"排除中国制造的零部件，而这正是中美地缘政治紧张局势加剧所带来的最新例证。 报道宣称，特斯拉一直在努力减少其美国制造汽车对中国零部件的依赖，并鼓励其中国供应商在墨西哥等其他地区生产零部件。知情人士透露，自今年特朗 普启动对华关税战后，特斯拉加快了削减中国零部件的进程。 目前，上海超级工厂是特斯拉出口中心，支撑其全球电动车业务扩张。目前已实现95%以上零部件的国产化，自动化率已达到95%以上，30多秒就能下线一 台车。 ...

综合"星岛头条"、香港电台网站等消息，11月26日，香港大埔宏福苑发生火灾，截至下午6时，造成四死五伤。 死者分别为两名男性与两名女性，其中包括一名殉职的消防员。五名伤者均为男性，三人伤情危殆，一人严重受伤，一人伤情稳定。香港特区政府消防处处 长杨恩健已经到医院探望殉职的消防员家属。 香港大埔宏福苑发生火灾香港"星岛头条" 香港特区政府发布火警特别通知：消防处11月26日下午2时51分接获报告称，大埔宏福苑发生火警，于下午3时2分将火警升为三级，并于下午3时34分升为四 级。6时22分升为五级。消防人员正进行灭火行动。附近居民请尽量留在室内及关闭门窗，并保持镇定，请避免前往受火警事故影响的地区。 香港电台报道，警方在下午近3时接获报案称，宏昌阁的外墙棚架起火。宏福苑共有8幢大厦，业主立案法团资料显示，该苑正进行大维修，包括进行外墙抹 灰喷浆，所有大厦均搭有棚架并盖上棚网。 "星岛头条"报道，现场火势猛烈，冒出大量浓烟席卷半空。现场不停传出爆炸声，火势蔓延到相邻的宏泰阁及宏新阁等4幢楼宇。消防员动用消防水管不停 向大厦射水，并出动3条云梯以及两队佩戴消防呼吸器的消防员实施营救。 香港"东网" 本文系观察者网独家 ...

综合"星岛头条"、香港电台网站等消息，11月26日，香港大埔宏福苑发生火灾，截至下午6时，造成四 死五伤。 香港"东网" 香港大埔宏福苑发生火灾香港"星岛头条" 本文系观察者网独家稿件，未经授权，不得转载。 香港电台报道，警方在下午近3时接获报案称，宏昌阁的外墙棚架起火。宏福苑共有8幢大厦，业主立案 法团资料显示，该苑正进行大维修，包括进行外墙抹灰喷浆，所有大厦均搭有棚架并盖上棚网。 死者分别为两名男性与两名女性，其中包括一名殉职的消防员。五名伤者均为男性，三人伤情危殆，一 人严重受伤，一人伤情稳定。香港特区政府消防处处长杨恩健已经到医院探望殉职的消防员家属。 "星岛头条"报道，现场火势猛烈，冒出大量浓烟席卷半空。现场不停传出爆炸声，火势蔓延到相邻的宏 泰阁及宏新阁等4幢楼宇。消防员动用消防水管不停向大厦射水，并出动3条云梯以及两队佩戴消防呼吸 器的消防员实施营救。 香港特区政府发布火警特别通知：消防处11月26日下午2时51分接获报告称，大埔宏福苑发生火警，于 下午3时2分将火警升为三级，并于下午3时34分升为四级。6时22分升为五级。消防人员正进行灭火行 动。附近居民请尽量留在室内及关闭门窗，并保持镇定， ...

Core Viewpoint - The article discusses the ongoing negotiations regarding the "28-point peace plan" proposed by the Trump administration, which aims to resolve the Russia-Ukraine conflict but includes terms that are unacceptable to Ukraine, such as territorial concessions and military limitations [1][5]. Group 1: Peace Plan Details - The "28-point peace plan" includes demands for Ukraine to relinquish control of the eastern Donbas region, limit its military to 600,000 personnel, and enshrine a commitment to never join NATO in its constitution [5][6]. - Recent talks in Geneva between representatives from the U.S., Ukraine, and European nations have reportedly made "good progress," but significant disagreements remain on key issues [1][3]. - A Ukrainian source indicated that while some consensus has been reached on various topics, three critical areas still pose major challenges that could jeopardize the negotiations [1][3]. Group 2: Reactions and Implications - Analysts suggest that the terms of the "28-point peace plan" heavily favor Russia, causing concern within Ukraine about the potential consequences of any concessions [5][6]. - Following the Geneva talks, a revised "19-point peace plan" was introduced, which appears to reduce unfavorable terms for Ukraine, aligning more closely with its position [5][6]. - Russian officials have commented on the plans, indicating that they have received the "28-point peace plan" but have not engaged in detailed discussions about it yet [6].

Core Insights - The AI sector is experiencing multiple positive developments, including the launch of Ant Group's "Lingguang" AI assistant, which achieved over 2 million downloads within six days [1] - The Trump administration is evaluating the easing of export restrictions on Nvidia's H200 chips to China, which could impact the global AI hardware market [1] - The upcoming HAIC 2025 conference, organized by the Photonic Organization, will take place from December 17-19 in Kunshan, focusing on AI computing systems and ecosystem development [1] Industry Developments - Ant Group's AI assistant demonstrates significant market interest and adoption, indicating a growing demand for AI solutions [1] - The potential relaxation of export restrictions on Nvidia's H200 chips may enhance China's access to advanced AI technologies, influencing competitive dynamics in the AI industry [1] - The HAIC 2025 conference is expected to provide critical insights into the restructuring of global AI infrastructure and the importance of collaborative efforts in advancing China's computing ecosystem [1]

Core Viewpoint - Great Wall Motors is planning to establish its first automotive factory in Europe, aiming for an annual production capacity of 300,000 vehicles by 2029 [1][3]. Group 1: Expansion Plans - Great Wall Motors is actively seeking locations for its European factory, with Spain and Hungary as potential sites [1]. - The company has set a target to sell 1 million vehicles overseas by 2030, necessitating an accelerated expansion into the European market [3]. Group 2: Market Considerations - Labor and logistics costs are key factors in the site selection process for the new factory, as initial operations will require transporting components to the target market for assembly [1]. - The company is closely monitoring EU industrial policies, particularly changes in the investment environment and tariffs, to ensure the long-term viability of its investment in Europe [3]. Group 3: Current Operations and Challenges - Great Wall Motors currently operates overseas factories in Russia, Thailand, and Brazil [3]. - Despite a record overseas sales projection of 453,000 vehicles in 2024, the registration of its new energy brand Ora in Europe has seen a significant decline of 41%, with only 3,706 new registrations [3].

Core Insights - Xiaopeng Motors has launched its first range-extended vehicle, the Xiaopeng X9, which features a fuel tank, addressing range anxiety and reducing the price compared to its pure electric version [1][3][19] - The X9 range-extended version has achieved significant market acceptance, breaking sales records shortly after its launch and prompting the company to increase supply chain orders [3][19] - The vehicle is designed to maintain the spaciousness of its pure electric counterpart while integrating a high-capacity battery and fuel tank, achieving a combined range of 1602 km [6][12][23] Product Features - The Xiaopeng X9 range-extended version includes a 63.3 kWh lithium iron phosphate battery, providing a pure electric range of 452 km, and a 60L fuel tank, which exceeds many traditional fuel vehicles [6][12] - The vehicle retains the praised feature of foldable third-row seats from the pure electric version, thanks to a newly developed coaxial electric drive system that reduces space requirements [10][12] - The maximum power of the electric motor is reduced by 25 kW in the range-extended version, with a slight decrease in acceleration time, aligning with user preferences for an MPV [14] Market Response - Initial orders for the X9 range-extended version have surged in northern cities, with increases of 150-200% in places like Harbin and Changchun, indicating strong demand in regions with less developed charging infrastructure [19][21] - Xiaopeng Motors plans to expand its global presence, with the X9 range-extended version set to enter multiple international markets, addressing the needs of users in areas with limited charging options [19][21] Strategic Shift - The introduction of the range-extended model marks a strategic pivot for Xiaopeng, which has historically focused solely on pure electric vehicles, reflecting a response to evolving consumer demands and market conditions [22][23] - The company emphasizes that the choice between range-extended and pure electric vehicles is not mutually exclusive, but rather a strategic decision based on user needs and market expansion [23]

【文/观察者网 齐倩】 这几天，俄乌局势前景就好像"过山车"。 当地时间25日，耶尔马克通过连线接受Axios采访。他表示，泽连斯基希望"尽快"会见特朗普，可能是 在感恩节期间，以敲定美乌"19点和平协议"条款。他说，美乌两国官员"已原则上同意"计划的大部分内 容，但泽连斯基希望亲自与特朗普就领土问题进行谈判。 一名美国官员确认，已与乌克兰方面讨论了本周或下周的会晤，但表示尚未确定日期。据悉，特朗普将 于当地时间26日晚离开华盛顿过感恩节，计划在佛州海湖庄园逗留至周日。 "我希望泽连斯基的访问能尽快举行，因为这将有助于特朗普继续他结束这场战争的历史使命，"耶尔马 克表示，"因为（特朗普）可以说，'看，这是我们与乌克兰人确认并达成一致的立场，我们支持它，现 在我们将继续与俄罗斯人对话。'" 他还说，两国元首在节日期间举行会晤可能具有象征意义。 美俄"28点和平计划"后，俄罗斯满意，乌方不安；没过两天，美乌又出台"19点计划"，情况逆转。 "美乌（当前）展现的乐观程度令人震惊，"11月25日，美媒Axios新闻网称，乌克兰总统泽连斯基的办 公室主任安德烈·耶尔马克当天下午接受采访时，"罕见地微笑着"回答问题。耶尔 ...

Group 1 - HP plans to lay off 4,000 to 6,000 employees globally by the end of fiscal year 2028, representing up to 10% of its workforce [1] - The layoffs are part of a restructuring plan aimed at streamlining operations and adopting artificial intelligence, expected to save at least $1 billion annually [1] - The restructuring will incur approximately $650 million in costs, with about $250 million allocated for the fiscal year starting November 1, 2026 [1] Group 2 - For Q4 ending October 31, HP reported revenue of $14.6 billion, a 4% year-over-year increase, slightly above analyst expectations [2] - Net profit for the same quarter was $795 million, or $0.84 per share, up from $763 million, or $0.80 per share, in the previous year [2] - The personal systems segment, which includes desktops and laptops, generated $10.35 billion in revenue, an 8% increase, while the printing segment saw a 4% decline to $4.27 billion [2] Group 3 - HP's PC business growth is attributed to strong consumer demand for upgrades following the end of Windows 10 support, with projected PC shipment growth of 6.6% in 2025, but a decline of 2.2% in 2026 [2] - According to Omdia, global shipments of desktops, laptops, and workstations are expected to grow by 6.8% year-over-year in Q3 2025, reaching 72 million units [2] - Lenovo led the market with a 17% year-over-year increase in shipments, followed by HP with an 11% increase [3][4] Group 4 - HP's adjusted earnings per share for the current fiscal year are expected to be between $2.90 and $3.20, below the analyst average estimate of $3.32 [4] - For the first fiscal quarter ending in January, HP anticipates adjusted earnings per share of $0.73 to $0.81, also below analyst expectations [4] - Rising costs of computer storage chips are identified as a key factor affecting HP's performance guidance, potentially impacting profit margins [5]

Core Insights - The Honor 500 series has been launched with two versions: Honor 500 Super Standard Edition and Honor 500 Super Pro Edition, priced at 2699 yuan and 3599 yuan respectively, and pre-orders have begun [1][3] Group 1: Product Features - The Honor 500 series features a 2 billion AI ultra-clear portrait foundation, equipped with a maximum 1/1.4-inch large sensor and a 12 million ultra-wide-angle lens; the Pro version includes a 50 million dual-stabilization telephoto lens with CIPA 5.0 flagship-level stabilization [1] - The series introduces the industry's first front and rear Live portrait for live shooting scenarios, along with six types of film Live options and a feature to eliminate bystanders from dynamic moments [1] - The Super Standard Edition is powered by the Snapdragon 8s Gen4 chip, while the Super Pro Edition uses the Snapdragon 8 Supreme chip, enabling smooth gameplay in heavy-load games like "Honor of Kings" and "Genshin Impact" [1] Group 2: Battery and Charging - The Honor 500 series boasts an upgraded battery capacity of 8000mAh, setting a record for its category as the only "double eight" specification product; it supports 27W wired reverse charging for other devices [2] - The Super Standard Edition features 80W wired fast charging, while the Pro version combines 80W wired fast charging with 50W wireless fast charging [2] Group 3: Eye Care and Communication - The series includes nine eye care features covering six visual dimensions, along with AI functions for detecting poor lighting conditions and providing reminders for bad eye habits [2] - The Honor 500 series introduces four campus network optimizations, allowing for predictive network switching and supporting campus network login without authentication [2] Group 4: Operating System and Design - The devices run on the new MagicOS 10 operating system, featuring a unique AI key for quick access to frequently used functions [2] - The Honor 500 series is available in four crystal colors: "Aquamarine," "Starlight Pink," "Moonlight Silver," and "Obsidian Black," with various storage options and corresponding prices [3]