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比亚迪起诉!让特朗普退回关税
Guan Cha Zhe Wang· 2026-02-10 08:48
在此之前,美国企业及多个州政府联合起诉特朗普政府的关税政策。目前该案已上诉至美国最高法院, 核心争议在于总统是否可以依据《国际紧急经济权力法》绕过国会、单方面征收全面关税。 (文 / 观察者网 周盛明 编辑 / 高莘) 据路透社2月9日报道,比亚迪已对美国政府提起诉讼。比亚迪质疑特朗普征收关税的合法性,并要求其 退还自去年4月以来比亚迪已缴纳的全部关税。 此前,已有数千家在美国开展业务的全球企业提出类似申诉,但比亚迪是首个就美国关税问题提起诉讼 的中国车企。这些企业质疑特朗普依据《国际紧急经济权力法》(IEEPA)征收边境税的合法性。 在1月26日向美国国际贸易法院提交的诉状中,比亚迪旗下四家美国子公司辩称,该法律并未授权征收 边境关税,因为"IEEPA的文本中并未使用'关税'一词,也未使用任何具有同等含义的表述"。 换言之,比亚迪的核心法律主张是:IEEPA本质是一部用于金融制裁与贸易限制的紧急权力法案,并非 专门的关税征收法律。该法条文本中既未出现"关税"字样,也未赋予政府加征进口税的明确授权。 因此,特朗普政府依据IEEPA推出对华关税措施,在法律适用上存在越权争议——这也是比亚迪要求退 还已缴税款的核 ...
成本12美元收费119美元?iPhone17电池利润惊人
Guan Cha Zhe Wang· 2026-02-10 08:39
Group 1 - The core point of the article highlights the significant profit margin Apple achieves from its battery replacement service for the iPhone 17 Pro Max, with a net profit of $100 per battery replacement, resulting in a profit margin of 89% [3] - The cost of the battery for Apple is approximately $12, while the replacement price for consumers is $119 in the US and 969 yuan in China, indicating a substantial markup [3] - Apple's service revenue for the fiscal year 2025 exceeded $108.6 billion, with a gross margin of 75%, and the first quarter of fiscal year 2026 saw service revenue surpassing $30 billion, growing 14% year-over-year with a gross margin of 76.5% [3] Group 2 - The article compares Apple's battery replacement costs with those of competitors, noting that OPPO Find X9 Pro's battery replacement costs 249 yuan, while Xiaomi 17 Pro and Vivo X300 series are priced at 199 yuan, highlighting the disparity in revenue potential [7]
高通下代芯片单颗或超2000元,小米18有望全球首发
Guan Cha Zhe Wang· 2026-02-10 07:32
Core Insights - Qualcomm, Apple, and MediaTek are set to be the first companies to launch the industry's first 2nm chipsets [1] - Qualcomm plans to release two versions: Snapdragon 8 Elite Gen6 Pro and Snapdragon 8 Elite Gen6 [1] - The expected price for Snapdragon 8 Elite Gen6 Pro is projected to exceed $300, with a single unit cost potentially reaching $320 [1] Group 1 - The Snapdragon 8 Elite series marks Qualcomm's first departure from ARM's CPU architecture, utilizing its self-developed Oryon cores [2] - Snapdragon 8 Elite Gen5 chips were previously priced at $280 each, indicating a trend of increasing prices for these chipsets [2] - The Snapdragon 8 Elite Gen6 Pro is anticipated to be at the upper limit of what smartphone manufacturers can afford, with the standard version expected to be the main volume driver [2] Group 2 - Qualcomm and MediaTek will use TSMC's 2nm N2P process to ensure sufficient supply and compete with Apple's A20 and A20 Pro chips [2] - The N2P process is a slight upgrade over the N2 process, which will likely result in higher costs from TSMC [2]
美媒炒作:中国玻璃巨头福耀反客为主,重创美国本土对手
Guan Cha Zhe Wang· 2026-02-10 06:20
Core Viewpoint - The article discusses the tensions surrounding Chinese investment in the U.S., particularly focusing on Fuyao Glass's operations in Dayton, Ohio, and the backlash from local American companies and politicians who claim that such investments threaten domestic jobs and industries [1][4]. Group 1: Fuyao Glass Operations - Fuyao Glass successfully operates a factory in Dayton, Ohio, which was previously a closed General Motors plant, and has created over 3,000 jobs, primarily for local workers [3][8]. - The factory is now the largest automotive glass manufacturing facility globally, with a production capacity of 4.5 million automotive glass sets and 4 million automotive parts, capturing 30% of the U.S. market [8]. - Fuyao's investment has revitalized the local economy, providing new job opportunities and tax revenue in a region previously known as the "rust belt" due to economic decline [8]. Group 2: Local Competition and Complaints - Local American companies, such as Vitro, have expressed grievances about their inability to compete with Fuyao, attributing their struggles to unfair practices by the Chinese company [3][4]. - Vitro's factory has seen a 50% decline in sales over the past seven years, leading to considerations of closure by 2026, with management blaming competition from Chinese firms [3]. - Complaints from local businesses have garnered attention from U.S. politicians, who have labeled Chinese investments as a potential threat to national security and domestic manufacturing [4][6]. Group 3: Political and Regulatory Response - U.S. politicians, particularly those with hawkish views on China, have rallied around the complaints from local companies, suggesting that Chinese firms are undermining U.S. manufacturing through unfair labor practices and subsidies [4][6]. - Investigations into Fuyao's operations have been initiated by U.S. law enforcement agencies regarding allegations of financial crimes and labor exploitation, although Fuyao denies any wrongdoing [6]. - Discussions are ongoing among U.S. officials about potential restrictions on Chinese investments in key industries under the guise of national security concerns [6]. Group 4: Alternative Perspectives - The local chamber of commerce president, Chris Keshner, disagrees with the complaints from Vitro, suggesting that they are merely a reaction to losing market share and not indicative of unfair competition [7].
新款纯电跑车内饰曝光,用什么来体现这还是一辆“法拉利”?
Guan Cha Zhe Wang· 2026-02-10 06:10
Core Viewpoint - Ferrari has officially announced its first all-electric sports car named "Luce," marking a significant milestone in its electrification strategy [1] Group 1: Vehicle Design and Features - The interior of Luce features extensive leather upholstery and a new style steering wheel, dashboard, and control panel, emphasizing luxury and digital technology [3] - The design collaboration for Luce was done with the creative team LoveFrom, founded by renowned designer Jony Ive, known for his work on Apple products [3] - Luce retains many physical controls, with Ive stating that touch controls will "never" be fully used in cars to avoid distraction from the road [3] Group 2: Technological Innovations - The central console includes a 10-inch touchscreen similar to an iPad, with a movable armrest that can also serve as a palm rest, and physical buttons for climate and media control [5] - The clock at the top of the screen features a physical dial with digital display capabilities, which can switch to a compass or lap timer, taking significant development time [5] - The dashboard consists of independent OLED screens, with customizable displays based on the selected powertrain [7] Group 3: Unique Features and Future Plans - The vehicle's start control system is located above the driver's head, inspired by helicopter operations, requiring a downward pull to activate [9] - The full exterior design of Luce remains confidential, with plans for an official reveal in May [9] - Ferrari aims to maintain its brand's driving experience by using a custom sound system that amplifies the electric drive system's vibrations instead of simulating traditional engine noise [9][11] Group 4: Market Implications - The gradual release of information about Luce indicates Ferrari's attempt to balance brand identity with the push for electrification, with future releases and market reactions being key points of interest [11]
“维密星探”骗局坐实?爱泼斯坦档案曝光“走秀试镜视频”
Guan Cha Zhe Wang· 2026-02-10 06:02
在这些视频中,许多女性衣着暴露,在不同的场景中走起了"猫步",甚至摆出"性感的姿势",跳起挑逗 性的舞蹈。 报道称,这些"模特试镜"的短片属于美国司法部公开的数百万份解密文件的一部分,据称是美国当局从 爱泼斯坦的电脑中搜获。由于受害者的面部均被涂黑、声音也被特殊处理,因此无法确定视频中女性的 年龄及身份。 另一位受害者弗吉尼亚·朱弗里也指控称,法国模特经纪人让-吕克·布鲁内尔曾帮爱泼斯坦物色了大量女 性。她表示,布鲁内尔利用模特签证将年轻女孩带入美国,随后就将这些女孩"分发"给爱泼斯坦及其他 人提供性服务。而最新的文件进一步揭露了爱泼斯坦的罪恶网络。 据《每日电讯报》2月8日报道,美国司法部近期公布的大量"爱泼斯坦档案"显示,这名臭名昭著的性犯 罪者多年来收到了大量年轻女性为他进行"T台走秀试镜"的短视频。 0:00 尽管如此,这些视频进一步印证了一个长期流传的说法——爱泼斯坦曾通过冒充"维多利亚的秘密"的星 探,将年轻女孩诱骗进他的圈套。有观点认为,爱泼斯坦长期利用其与时尚界高层的密切关系,尤其是 与维密母公司L Brands前掌舵人莱斯利·维克斯纳的私交,诱导年轻女性前往酒店或其私人住所进行"试 镜"。 ...
“华晨宇拿下三块地”冲上热搜,云南当地回应
Guan Cha Zhe Wang· 2026-02-10 05:49
2月9日,"华晨宇拿下三块地"话题登上热搜。 2月6日至8日,华晨宇火星演唱会在深圳大运中心体育场收官。华晨宇在演唱会上感叹:"每年收官都在 广东。"数万名粉丝在深圳大运中心体育场,见证了四面台舞美的谢幕。 演唱会上,华晨宇表示2018年就有这个想法,2.0版本舞台技术也将"比1.0升了好几个level",但是基建 耗时数月且成本高昂:"虽然还不知道要花多少钱,真是一个无底洞啊,但是,一定要做到!" 这一计划并非临时起意。据华晨宇现场透露,早在2018年他就萌生了为粉丝打造"粉丝之家"的想法。此 前由他推出的"火星乐园1.0"已运营多年,首创户外乐园模式,抛弃座椅,全员站票,舞台打造也堪 称"天花板级别",打造"音乐+游乐+艺术+互动"的复合沉浸场景。但他表示,"乐园1.0"常受场地限制, 面临活动提前结束等问题。为此他们在全国各地经过考察,拿下地块来打造升级的2.0版本。 而这一项目的落地早有前兆。据此前报道,企查查显示,2025年12月1日,华晨宇持股99%的上海圣恒 鸿音文化传播有限公司,已与"火星演唱会"主办方北京亚美时代文化传媒有限公司共同成立"云南温暖 的房子文化旅游有限公司",注册资本200万元 ...
海外推特已夸爆,冯骥都吓一跳,“庆幸Seedance是中国的AI”
Guan Cha Zhe Wang· 2026-02-10 05:19
Core Viewpoint - The launch of ByteDance's AI video generation model Seedance 2.0 is seen as a groundbreaking innovation in the film industry, capable of producing high-quality video content with minimal input, potentially disrupting traditional filmmaking processes [2][15]. Group 1: Seedance 2.0 Features - Seedance 2.0 is described as a "directable, movie-level full-process generation engine" that can understand complex natural language instructions and convert text or images into high-quality video content [2]. - The model utilizes a dual-branch diffusion transformer architecture, allowing it to generate video and audio simultaneously within 60 seconds from a simple prompt or reference image [2]. - Its most notable feature is the ability to generate coherent multi-scene narratives from a single instruction, maintaining consistency in characters, lighting, style, and atmosphere, achieving near "zero post-production" results [2][15]. Group 2: Industry Impact and Reception - The model has garnered significant attention, with users on social media praising its output as comparable to Hollywood productions, leading to viral engagement and millions of views on demonstration videos [4][10]. - Industry professionals have expressed astonishment at the model's capabilities, with some stating that the gap between AI video technology in China and the U.S. is substantial, with Chinese models appearing to be two generations ahead [11]. - The emergence of Seedance 2.0 has raised concerns about the future of traditional filmmaking jobs, as it can automate tasks that previously required extensive human effort, potentially redefining the creative workflow in the industry [15][16]. Group 3: Creative Evolution - The introduction of Seedance 2.0 is viewed as a return to a creativity-driven era in filmmaking, where storytelling becomes paramount, and reliance on cheap effects and gimmicks is diminished [16]. - The model's capabilities suggest that the film industry may be on the brink of a significant transformation, with the potential for a new era of storytelling that emphasizes genuine narrative engagement [16].
“中国早有布局,美国能否在为时已晚之前,认清这一点”
Guan Cha Zhe Wang· 2026-02-10 03:45
Core Viewpoint - The article emphasizes the significant gap between the United States and China regarding the recognition and valuation of data as an economic asset, with China taking proactive steps to classify data as a production factor and implement data assetization practices [1][5]. Group 1: Data Valuation in the U.S. vs. China - The U.S. has a low valuation of data, while China has recognized data as an asset, implementing regulations that allow companies to classify qualifying data resources as intangible assets or inventory [1][5]. - The U.S. has not formally acknowledged the economic value of data, despite the fact that data brokers generate over $200 billion in revenue annually from information not reflected on corporate balance sheets [2][5]. - The U.S. legal system has recognized the value of customer data in bankruptcy cases, indicating that data can be one of the most valuable assets for companies [2][5]. Group 2: Government Data Governance Challenges - The U.S. federal data policy framework is disorganized, lacking a systematic approach to understanding and protecting data, which complicates the establishment of a data valuation framework [5][6]. - The article highlights the need for a structured approach to data valuation to enhance data protection and privacy, referencing past data breaches as evidence of the risks associated with unvalued data [5][6]. - The comparison between the U.S. and China illustrates a stark difference in data strategy, with China actively pursuing data assetization while the U.S. remains indifferent [5][6]. Group 3: Recommendations for U.S. Data Policy - The article suggests that the U.S. Financial Accounting Standards Board should initiate projects to establish standards for recognizing data assets, and the SEC should enhance research on data asset disclosure requirements [6]. - It calls for Congress to mandate federal agencies to assess the value of their data assets, with state and local governments encouraged to follow suit [6]. - The author argues that the current refusal to quantify data value in the U.S. overlooks a vast economic potential, as illustrated by the example of a $2 reward for survey participation, which could multiply across the entire population [6].
外卖年夜饭成消费新趋势 京东外卖百城万店开启预订
Guan Cha Zhe Wang· 2026-02-10 03:31
当前年夜饭消费市场呈现堂食与居家场景并行的特点,居家年夜饭的需求持续攀升,消费者在追求便捷性的同时,对菜品品质、场景适配性以及配送服务的 要求不断提高,8人至10人的家庭团圆餐仍是主流,而4人至6人的小家庭套餐订单量也呈显著增长态势,川渝火锅、鲜切牛肉火锅等互动性强、适配性广的 品类更是成为居家年夜饭的热门选择。 与此同时,消费者也愈发注重年夜饭的仪式感与消费体验,一站式的消费服务、个性化的场景适配成为平台布局的重要方向。 京东外卖的年夜饭预订服务布局,正是契合了当下外卖年夜饭的整体消费趋势。 据了解,消费者可通过京东APP秒送频道搜索"年夜饭"完成下单,平台提供灵活的预订与配送选择,既支持提前预订年夜饭套餐并在除夕享受配送服务,也 可选择即刻下单配送,满足消费者不同的用餐时间需求。 (文/观察者网 张志峰) 马年春节临近,年夜饭消费市场迎来预订高峰。 随着居民消费习惯的转变,"轻开火"的居家年夜饭模式持续升温,外卖年夜饭凭借便捷性、多元化的特点成为主流消费选择之一,行业呈现出场景适配性提 升、服务精细化升级、品类互动性增强的发展趋势。 在此背景下,京东外卖正式上线全国年夜饭预订服务,联合百大餐饮品牌实现全国 ...