Guan Cha Zhe Wang
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阿里云李飞飞:AI原生是数据库演进必然方向,大模型Token调用量激增百倍
Guan Cha Zhe Wang· 2026-02-03 07:16
Core Viewpoint - The concept of "AI Native" is evolving, and the focus should be on "AI Ready" as a more practical definition for the current stage of development in databases [1][4][6]. Group 1: Definition and Standards - The definition of "AI Native" is still under development, and there is no unified standard in the database industry [1][5]. - Two key standards for measuring the maturity of AI Native databases are proposed: at least 50% of instances should be used by Agents, and at least 50% of outputs should be measured in Bytes, specifically Tokens [5][6]. Group 2: Current Positioning - Alibaba Cloud's PolarDB is positioned as "AI Ready" rather than "AI Native," emphasizing a gradual upgrade in technology architecture to lay the foundation for becoming AI Native [6][7]. - The company acknowledges the rapid evolution of AI and advocates for a measured approach to adopting AI technologies, avoiding radical overhauls [6][7]. Group 3: Future User Dynamics - Future database users are expected to be primarily Agents rather than programmers, with predictions that 80% to 90% of new databases will be created autonomously by Agents [7]. - The interaction between users and databases will shift towards natural language for users, while Agents will continue to use command lines and scripts [7]. Group 4: Data Management and Cost Considerations - The concept of "hot," "warm," and "cold" data is emphasized, with hot data being critical for real-time transactions that large models cannot process [8]. - Recent increases in memory costs (30% to 40%) are anticipated to continue for 3-5 years due to unprecedented demand driven by AI [8][9]. Group 5: Architectural Changes - PolarDB is adopting a serverless model that allows for minimal computational resources until requests are made, reflecting a shift in database design logic [7][9]. - The architecture is evolving to support cost reduction through techniques like data tiering and resource pooling [9]. Group 6: Future Vision - The future vision includes databases acting as the central hub for actions, with Agents directly issuing commands to databases, transforming them from mere storage to decision-making entities [10]. - The company believes that a steady and pragmatic approach to becoming AI Native is essential for long-term competitiveness in the industry [10].
蚂蚁CEO韩歆毅发布全员信:AI探索未到庆功时刻,推出特别激励方案
Guan Cha Zhe Wang· 2026-02-03 06:01
Core Insights - Ant Group's CEO, Han Xin Yi, announced the launch of the "AI Credit" incentive program to reward teams and individuals making innovative contributions in AI, with additional incentives based on performance [1] - The company has made significant progress in AI applications and AGI exploration since 2025, with notable achievements in health tech and AI assistant applications [2] - Han emphasized the need for a strong sense of urgency and crisis awareness, stating that the company is still a "follower" in the rapidly changing tech landscape [2] AI Initiatives - Ant Group's health assistant app, "Ant A Fu," has over 30 million monthly active users, with daily inquiries exceeding 10 million [2] - The general AI assistant "Ling Guang" has gained traction, ranking tenth in weekly active applications on Quest Mobile, and has introduced new features like "upload image to generate application" [2] - The company has released 18 large models under the "Bailing" family, marking its entry into the trillion-parameter model category [2] Strategic Focus - The company is focusing on three key areas for the next decade: payment, finance, and healthcare, which are expected to create a new competitive moat [4] - The transformation towards comprehensive AI integration in business and organization is a priority for Ant Group [4][5] - The recent "Ji Fu" activity during the Spring Festival introduced a new "Health Fu" element, showcasing the company's commitment to AI health strategies [3] Payment Innovations - Ant Group is integrating AI into its payment services, exemplified by the "Alipay AI Payment" feature that allows users to place orders using natural language commands [3] - The company aims to evolve payment mechanisms to support the emerging intelligent agent economy, which requires new distribution and settlement systems [3]
上海:启动收购二手住房用于保障性租赁住房工作
Guan Cha Zhe Wang· 2026-02-03 05:34
2026年2月2日,上海收购二手住房用于保障性租赁住房项目工作实质性启动。 据新华社报道,上海市浦东新区、静安区、徐汇区作为首批试点区。第一批拟收购房源将着重房型匹 配、布局合理、配套成熟、交通便捷等特点,尽量精准匹配各领域人才"职住平衡"需求,为更多青年人 提供优质居住选择,为城市核心产业发展筑牢人才支撑。 上海市住建委有关负责人在签约活动上表示,上海开展收购二手住房用于保障性租赁住房工作,是精准 对接新市民、青年人、大学毕业生、各类人才等群体的租赁需求,助力构建青年发展型城市的有力举 措。 中指研究院上海数据总经理张文静指出,中国建设银行助力上海首批收购二手房用于保租房项目签约, 浦东、静安、徐汇率先试点,标志该模式进入实质性落地阶段。 张文静介绍,浦东、静安、徐汇三区各有收购标准,其中浦东聚焦内环内 2000 年前、70㎡以下、总价 ≤400 万的二手房,静安主打置换本区新房商品房的客户房源,同时采取"片区式收购为主,零散收购为 辅"策略,徐汇以收购小户型房源为主。 在张文静看来,建行通过提供相关住房贷款、资金监管等全流程金融支持,一方面有效支持扩充保租房 供给,优化区域布局与房型结构,降低新市民、青年 ...
传新鸿基地产冯秀炎被停职,疑涉上海环贸iapm商业腐败
Guan Cha Zhe Wang· 2026-02-03 05:26
薪酬方面,据新鸿基地产2024/2025财年数据显示,冯秀炎该年获得董事袍金30万港元(约合人民币约 26.67万元),其他薪酬高达2396万港元(约合人民币约2130万元),全年薪酬合计2426万港元。 此次涉事的上海环贸iapm,是新鸿基地产在上海高端商业市场的标杆力作。 公开资料显示,该项目坐落于上海淮海中路陕西南路商业区核心地段,由国际知名设计事务所英国贝诺 (Benoy Architects)操刀外形及室内设计,凭借优质的节能与环保设计荣获LEED"金级"证书,商业面积 约12万平方米,涵盖地上六层及地下二层,自2013年开业以来,便以独特的"夜行消费"理念(营业时间 延长至晚间11点,餐饮业态至次日凌晨1点)成为上海高端商业的标志性项目之一。 品牌阵容方面,iapm汇聚了逾244个国内外高端潮流品牌,层级覆盖国际一线奢侈、潮奢、时尚生活、 运动户外等多个领域,例如Prada、Gucci、Balenciaga、Fendi、Valentino等国际顶奢品牌,始祖鸟、迪 桑特、Nike、lululemon、HOKA等运动品牌,以及泡泡玛特、TOP TOY等潮玩品牌均有入驻。同时配 套city'super ...
足金挂坠被指检测出含铁银钯,周生生回应
Guan Cha Zhe Wang· 2026-02-03 04:55
在广东清远消费者李女士反映于周生生购买的足金福袋挂坠存在"含铁银钯"等杂质,并通过12315平台 投诉后,周生生方面做出了回应。2月3日,@周生生 发布说明表示:感谢对周生生的关注。我们高度 重视顾客反映的相关事宜,正积极开展相关工作。感谢社会各界的关注与监督,相关进展我们将及时同 步。 照片显示,挂坠刮花位置出现白色痕迹 据央广网等媒体此前报道,今年1月5日,李女士在清远市清城区某周生生门店花费2306元购买了一款足 金福袋挂坠。在1月13日晚首次佩戴后,次日便发现挂坠表面出现明显刮痕和白色印迹。李女士对此感 到困惑,因为她当日并未进行重体力劳动或接触特殊化学品。1月17日,她前往门店反馈问题,但对方 将其归因于佩戴不当或接触化妆品,并仅提出可返厂修复,拒绝了李女士的退货要求。 因对饰品含金量产生怀疑,李女士于1月27日自行前往一家黄金回收店,使用光谱仪对挂坠进行了多点 位检测。检测结果令人意外:其中一个点位的金含量为99.99%,符合足金标准,但其他点位的数据却 出现显著差异,分别为96.21%、83.35%,而最低的一个点位金含量仅为64.37%。检测报告还显示,挂 坠中含有铁、银、钯等其他金属元素。 ...
被曝瞧不上英伟达芯片,OpenAI奥尔特曼急辩
Guan Cha Zhe Wang· 2026-02-03 04:03
【文/观察者网 阮佳琪】 前脚刚有消息称英伟达CEO黄仁勋对OpenAI心存不满、千亿投资谈判迟迟没有进展,后脚OpenAI又被 曝出"看不上"英伟达的人工智能(AI)芯片,这一系列动向让AI热潮中最受瞩目的这两家美国企业之间 的关系愈发复杂。 当地时间2日,路透社援引多位知情人士消息称,OpenAI对英伟达最新推出的部分AI芯片在推理环节的 表现感到不满(即模型响应用户查询和请求的过程),自去年起已着手寻找替代方案。 据七名消息人士透露,OpenAI的核心不满集中在速度层面:英伟达硬件在处理软件开发、AI系统间通 信等特定问题时,向ChatGPT用户输出答案的响应速度未达预期。 报道称,OpenAI的战略转向,愈发重视用于执行AI推理特定环节的芯片,而传统英伟达GPU依赖外部 存储的架构,与推理任务需频繁读取数据的需求存在矛盾,反观Anthropic、谷歌等竞争对手,早已依 托谷歌自研的张量处理单元(TPU)占据优势。这类专为推理计算设计的芯片,性能表现优于英伟达的 通用GPU。 一名消息人士补充,这一问题在OpenAI大力推广的代码生成产品Codex上体现得尤为突出,公司内部员 工也将Codex的部分性能 ...
曾经享受高薪、快速晋升…外籍机长感慨:在中国不吃香了
Guan Cha Zhe Wang· 2026-02-03 03:48
【文/观察者网 齐倩】 韩国籍机长张光哲 《南华早报》 二十年前,中国航空市场开始蓬勃发展,拥有国际视野和资质的外籍飞行员在这里如鱼得水。 当时,第一批外籍机长"空降"中国航空公司时,年薪百万,让本土同行侧目。因为缺乏经验丰富的机 长,中国航司张开双臂迎接他们,提供丰厚福利、快速晋升通道,几乎没有额外要求。 "除了常规提醒——禁烟禁酒,外籍机长在中国基本是走快速职业跑道,直接起飞,"一名仍在中国廉航 执飞的外籍机长回忆说,"那是令人兴奋的年代。" 今天,中国已经成为全球最大航空市场,但外籍飞行员在中国已锐减到几乎可以忽略不计的程度。 香港《南华早报》2月3日刊文称,外籍飞行员曾经在中国航空业红地毯铺就的黄金时代闪耀登场,享 受"高薪、特权、快速晋升";但如今,他们不再吃香,大多选择"红眼航班"悄然离去。 外籍飞行员曾在中国非常吃香 当时,像张光哲这样的外籍机长被大力招募。中国航司纷纷向海外顶尖人才抛出橄榄枝,开出丰厚薪酬 和其他福利,吸引他们加入快速扩张的机队。 正如许多行业一样,中国航空业曾高度依赖外籍人才,直到本土航司迎头赶上。 "我2016年来中国,当时国家还无法'批量生产'足够的本土机长,"成都航空的 ...
从中国到印度,再回到欧洲,雷诺新全球布局的启示
Guan Cha Zhe Wang· 2026-02-03 03:32
Core Insights - Renault is restructuring its global strategy by focusing on regional markets, particularly China and India, while maintaining its stronghold in Europe [4][15][16] Group 1: China Market Strategy - Renault emphasizes "ecological cooperation" and "collaborative innovation" in China, moving away from short-term sales goals to a long-term restructuring approach [4] - The establishment of the Advanced China Development Center (ACDC) in 2024 is central to Renault's strategy, aiming to enhance product strategy, operational excellence, partnerships, and talent [4][6] - ACDC has already demonstrated efficiency, with the Twingo E-Tech electric vehicle project taking only 21 months from inception to production, setting a benchmark within Renault [6] Group 2: India Market Strategy - Renault is re-entering the Indian market by reviving the Duster SUV, with plans to launch a new generation model on Republic Day [7][11] - The Indian market has evolved, with SUVs now comprising over 50% of the passenger car market, compared to about 10% when Duster was first introduced [9] - Renault has fully acquired its manufacturing plant in southern India, with an annual capacity of approximately 500,000 vehicles, and will continue to supply parts for other markets, particularly South America [11] Group 3: European Market Strategy - Europe remains Renault's most significant market, contributing about 70% of the group's sales, with France and Western Europe being the most stable regions [12] - Renault continues to update its product lineup in Europe, with models like Clio and Captur being regularly refreshed to maintain market presence [12][14] - New products in Europe, such as the upcoming electric Twingo, are positioned to reinforce brand identity rather than solely focus on profit maximization [14] Group 4: Global Strategy and Market Dynamics - Renault's new global strategy reflects a shift towards a multi-polar and fragmented world, where different regions play distinct roles in the company's operations [15][16] - China is viewed as the "brain" for technological innovation, India as the "head" for stable manufacturing, and Europe as the "heart" for core sales and brand value [15] - This approach allows Renault to adapt to the complexities of the global automotive market, seeking a more resilient and realistic survival strategy amid geopolitical and trade uncertainties [16]
对话英国访华团成员:中国新能源非常惊人,英企还可以做这些
Guan Cha Zhe Wang· 2026-02-03 02:42
Group 1: Core Insights - The visit of UK Prime Minister Keir Starmer to China marks a significant effort to enhance cooperation, particularly in the energy sector, with a large delegation of over 60 UK business leaders [1] - Greg Jackson, CEO of Octopus Energy, emphasizes the potential for collaboration in renewable energy, highlighting China's leadership in solar, battery, and wind technologies [3][4] - Jackson notes that the cost of batteries has decreased by 20 times over the past 15 years due to China's investment in R&D, which has transformed the global energy landscape [3][4] Group 2: Energy Cooperation - Octopus Energy is already collaborating with Chinese companies like BYD and Chery to introduce electric vehicles to Europe, showcasing a commitment to innovation [4][5] - The establishment of joint ventures in the electricity trading sector is a goal for Octopus Energy, leveraging experiences from other regions to help reduce electricity prices in China [5][6] - Jackson highlights the importance of a customer-centric approach and data-driven optimization software as unique advantages for Octopus Energy in the competitive energy market [6][7][9] Group 3: Policy and Market Dynamics - Jackson expresses hope for maintaining low tariffs on Chinese renewable energy products, which he believes is crucial for fostering business collaboration [12] - He discusses the need for mutual respect and understanding in the partnership between the EU and China, particularly in the electric vehicle sector [12][13] - The transition from fossil fuels to electric power is seen as a significant opportunity for both the UK and EU, with a focus on increasing local energy supply and reducing dependence on imports [13][16] Group 4: China's Green Energy Ecosystem - Jackson praises China's effective focus on electrifying energy consumption, particularly through the promotion of electric vehicles, contributing to a cleaner environment [15][16] - He notes that three-quarters of global clean energy construction is taking place in China, indicating a strong momentum in the renewable energy sector [16][17] - The enthusiasm for investment opportunities from both UK and Chinese businesses is highlighted as a key takeaway from the visit, reflecting a shared vision for a sustainable future [18]
香港《大公报》痛批巴拿马涉华裁决:对美国俯首称臣,必遭反噬
Guan Cha Zhe Wang· 2026-02-03 02:00
【文/观察者网 熊超然】当地时间1月29日晚,巴拿马法院一纸"歪屁股裁决",让本就备受关注的巴拿马 港口控制权问题再起波澜。 1月31日,香港《大公报》发表评论文章,题为《巴拿马"司法献媚",必将自食恶果》,痛批巴拿马最 高法院撤销香港长江和记集团(长和集团)两大港口的合法运营合同。该报认为,这一裁决是屈服于美 国施压而作出的,并敦促香港企业停止在该地区的投资。 另一家美媒《华尔街日报》2月2日刊文认为,该裁决不仅让一项价值近230亿美元的港口交易复杂化, 同时也加剧了中美两国在西半球的竞争。 巴方所谓"裁决"绝非"在商言商",一些港媒敲打长和,如今应当彻底清醒。此外,自重返白宫以来,特 朗普频频炒作"中国港口威胁论",对全球关键港口的争夺与控制全面升级,推动全球港口"去中国化"。 近期,澳大利亚方面也宣称要从中企手中"收回达尔文港",面对这般"巧取豪夺",中方态度早已言明。 在2月2日的外交部例行记者会上,路透社记者提问称,据报道,一家丹麦航运公司表示将暂时接管长和 巴拿马港口运营权。此前巴拿马最高法院裁定巴拿马港口公司(长和子公司)的特许经营权违宪。中方 对此有何评论? 外交部发言人林剑回应:"我们此前已 ...