【观网财经丨智能早报 7月15日】 昨日，黄仁勋与小米集团创始人、董事长兼CEO雷军的两张在北京的合影流出。 在两张照片中，黄仁勋依旧身穿标志性的皮衣，而当天北京的气温高达35度。其中一张照片显示二人站 在一处中式古建筑前，充满笑意；另一张照片中，二人站在一辆小米汽车旁，对着镜头比出大拇指。 全球首个 AI 智能体安全测试标准发布 日前，世界数字科学院（WDTA）在联合国日内瓦总部正式发布AI STR系列新标准《AI智能体运行安 全测试标准》，标准由蚂蚁集团、清华大学、中国电信牵头，联合普华永道、新加坡南洋理工大学、美 国圣路易斯华盛顿大学等二十余家国内外机构、企业及高校共同编制，为全球首个单智能体运行安全测 试标准。（中国日报） 马斯克称不支持特斯拉与xAI合并 7月14日，特斯拉首席执行官马斯克在社交平台回复帖子称，"（特斯拉投资xAI）这不是我说了算。如 果由我决定，特斯拉早就投资xAI了。我们将就此事举行股东投票。"据悉，当地时间周日晚上，一名网 友向马斯克建议，称特斯拉必须向xAI投资，否则对特斯拉散户股东来说不公平。马斯克随后回复这名 网友称，这不由他决定，特斯拉股东将为此进行投票。随后，马斯克又 ...

Group 1 - Tensions between President Trump and Elon Musk have escalated due to a tax and spending bill, leading to speculation about Musk potentially relocating his business empire to China [1][5] - China is seen as a favorable destination for Tesla due to its advanced supply chain, policy incentives, and consumer base, although full knowledge transfer to China could provoke political backlash in the U.S. [3][4] - Tesla's market share in China's electric vehicle sector has significantly declined from over 16% in 2020 to 6% recently, facing increasing competition from local companies like BYD and Xpeng [3] Group 2 - Musk's other ventures, such as Neuralink and the Boring Company's Hyperloop, may face challenges in China, despite the country's leadership in high-speed rail technology [4] - The political climate in the U.S. poses risks for Musk, as Trump has criticized the subsidies Musk's companies receive, amounting to $38 billion from government contracts, loans, and tax credits [5] - The potential for Musk to be expelled from the U.S. due to his South African birth and Canadian citizenship raises complex legal and political issues, making such actions unlikely [5]

Group 1: Haagen-Dazs Price Strategy - Haagen-Dazs has joined the "9.9 yuan" price war by launching a 9.9 yuan coffee product to attract more consumers, particularly price-sensitive customers [1] - The low-price strategy aims to increase foot traffic and boost sales of higher-margin products, indicating a shift from the brand's long-standing premium pricing strategy [1] - The brand has faced challenges in recent years, including the closure of multiple stores in various cities, leading to nostalgia among consumers [1] Group 2: Starbucks and China Eastern Airlines Partnership - Starbucks China has announced a comprehensive partnership with China Eastern Airlines, introducing a joint membership program for 160 million members [2] - The collaboration will focus on three key areas: co-creation of Yunnan coffee, cultural tourism, and sustainable development [2] - Both companies are committed to leveraging their strengths to enhance customer experiences and promote mutual growth [2] Group 3: Junlebao's Strategy in Dairy Industry - Junlebao's chairman emphasized the need to develop B2B tea drinks, coffee, baking ingredients, and dairy products to expand the domestic dairy market [3] - The B2B dairy product market is experiencing rapid growth, with 70%-80% of the market share currently held by imported products [3] - Strengthening B2B collaborations to increase the usage of domestic dairy products is seen as a crucial path for industry transformation [3] Group 4: Xiangpiaopiao's Half-Year Performance - Xiangpiaopiao has projected a revenue of approximately 1.035 billion yuan for the first half of 2025, with slight growth in Q2 revenue but an overall decline compared to the previous year [4][5] - The company is focusing on stabilizing its brewing business and accelerating the expansion of its ready-to-drink segment, with new product launches aimed at health-conscious consumers [5] - The brand's marketing strategy includes targeting younger demographics, as evidenced by a significant increase in sales during promotional events [5] Group 5: Dongguan's Consumption Promotion Activities - Dongguan's government has launched a plan to stimulate service consumption, including hosting food festivals and coffee festivals to enhance dining experiences [6] - The initiative aims to promote local culinary culture and create cross-industry consumption scenarios [6] - The plan includes organizing supply chain matchmaking events to facilitate communication between restaurants and suppliers [6] Group 6: Lemon Right's New Brand Launch - Lemon Right has opened its first store for the upgraded brand "Xiangyou Shouzuo" in Nanjing, focusing on fresh, healthy, and low-calorie products [7] - The new brand expands its product line to include freshly squeezed juices, steamed teas, and handmade ice creams [7] - The launch signifies Lemon Right's deeper market penetration in Jiangsu, with over 300 stores established in East China since its inception in 2021 [7]

Core Viewpoint - The U.S. Department of Defense has invested $400 million to become the largest shareholder in MP Materials, aiming to reduce reliance on Chinese rare earth elements and focusing on electronic waste recycling as an alternative source of critical metals [1][6]. Group 1: Investment and Market Dynamics - The U.S. is increasingly looking to electronic waste recycling to extract essential metals like gold, silver, copper, and rare earth elements, as traditional supply chains face disruptions due to tariffs and geopolitical tensions [1][5]. - The electronic waste recycling industry is projected to generate $28.1 billion in revenue by 2024, with a compound annual growth rate of 8% [4]. - The U.S. currently imports about half of its copper, and the rising copper prices due to tariffs highlight the need for domestic recycling solutions [3][4]. Group 2: Electronic Waste Statistics - In 2022, global electronic waste reached a record 62 million tons, an 82% increase since 2010, with projections to rise to 82 million tons by 2030 [4]. - The U.S. produced nearly 8 million tons of electronic waste in 2022, with only 15% to 20% being properly recycled, indicating significant potential for resource recovery [4]. Group 3: Technological Innovations and Initiatives - Companies like Illumynt and Western Digital are initiating projects to recover rare earth elements and other valuable metals from electronic waste [6]. - Cyclic Materials, a Canadian startup, is developing technology to extract rare earth metals from various electronic waste sources, planning to invest over $20 million in a new recycling facility in Arizona [6]. Group 4: Challenges and Future Outlook - The recycling of lithium batteries is gaining attention due to the critical metals they contain, but potential changes in federal tax incentives could impact investment in these projects [7]. - The industry is witnessing a trend towards localizing electronic waste processing, as companies and consumers recognize the availability of metals domestically rather than relying on imports [5].

Group 1 - The new regulations for algorithmic trading in the Shanghai, Shenzhen, and Beijing stock exchanges have been implemented to enhance the supervision of high-frequency trading, requiring investors to report account and strategy information in advance [1] - The Industrial and Commercial Bank of China is upgrading its core system, which will temporarily suspend certain services, aiming to optimize cross-border payment and risk control functions [1] - The State-owned Assets Supervision and Administration Commission has set brand-building goals for central enterprises, aiming for significant brand value enhancement by 2030 and the emergence of globally recognized brands by 2035 [1] - The banking sector has seen strong performance driven by capital migration, with major banks' stock prices reaching new highs despite a slight decline in net profit in Q1 [1] Group 2 - The first batch of technology innovation bond ETFs has been issued, raising over 20 billion yuan in a single day, focusing on providing low-volatility, high-liquidity fixed-income investment tools [2] - The People's Bank of China will hold a press conference to discuss the financial data for the first half of the year, with a focus on social financing scale and credit structure [2] - A joint opinion has been issued to support consumption through financial measures, including optimizing consumer credit policies and increasing auto finance penetration [2] - Several banks are phasing out direct banking apps, reflecting a shift in the banking industry from channel expansion to deeper ecosystem development [2] Group 3 - The deputy general manager of the wealth management department at Citic Bank is under investigation for serious violations of discipline and law [3] Group 4 - Postal Savings Bank has received its first fine since establishment for violating clearing management regulations, with significant losses reported and a rising non-performing loan ratio [4] - The "pension loan" product launched by several rural commercial banks in Hunan has been suspended due to compliance concerns, highlighting the need for clear regulatory frameworks in financial innovations [5]

Core Points - The event "Enjoying Self-Formation" was held by Xiangjie Automotive on July 8, where the new logo was officially launched [1] - Xiangjie is a collaboration between Huawei and BAIC, with the first model, Xiangjie S9, set to be released on August 6, 2024 [1] - The new star-shaped logo "Universal Star" is designed with a hexagonal framework, reflecting the aesthetic of the HarmonyOS family [2] Group 1 - The new logo incorporates Eastern aesthetics through the concept of "white space" and features a dual-layer star design that emphasizes romance and delicacy [5] - Huawei's executive, Yu Chengdong, explained the rationale behind the logo's delayed release, citing regulatory challenges in the design process [7] - The new logo will soon be applied to vehicles, and existing owners are encouraged to adopt the new branding [7] Group 2 - A new travel vehicle, Xiangjie S9T, is expected to be launched in the fall, with its first color, "Fairy Green Wilderness," announced on July 14 [8]

Core Insights - Huawei plans to pilot commercialize L3 autonomous driving this year and conduct L4 pilot tests in urban areas, aiming for large-scale L3 commercialization on highways by next year and L4 in urban scenarios by 2027 [1][2] - The company has released its next-generation ADS4 system, which includes four versions, with the Ultra flagship version supporting various advanced driving features [1] - The transition from L2 to L3 is critical, with expectations for L3 commercial capabilities to emerge by 2025 [2] Group 1 - Huawei's ambitious timeline includes achieving pilot projects for unmanned logistics by 2027 and commercializing them by 2028, positioning itself competitively against Tesla [1] - The ADS4 system features capabilities such as high-speed L3, parking valet, and full-scene parking, indicating a comprehensive approach to autonomous driving [1] - The market for urban intelligent driving is expected to grow significantly, with projections of 394 million units this year and 1,496 million by 2027 [2] Group 2 - Huawei emphasizes a multi-sensor fusion approach for safety, aiming to reduce accidents and enhance time efficiency, which is deemed necessary for higher levels of autonomous driving [3] - The company acknowledges the competitive landscape in active safety features, highlighting ongoing development in responding to various obstacles beyond just vehicles and pedestrians [4] - The reliance on pure vision for future autonomous driving raises questions about its reliability and safety, suggesting a need for a more robust approach [2][3]

Core Viewpoint - The preliminary investigation results of the recent crash of an Air India Boeing 787 have raised questions about why the fuel switches of the aircraft were turned off, leading to engine failure and the subsequent crash, which resulted in over 270 fatalities [1][3][4]. Group 1: Investigation Findings - The Indian Aircraft Accident Investigation Bureau (AAIB) reported that both engines' fuel switches were turned off almost simultaneously shortly after takeoff, causing fuel supply interruption and engine shutdown [3][4]. - The AAIB's preliminary report did not clarify how the switches were turned off during flight, but cockpit voice recordings indicated a pilot questioned the action, with the other pilot denying involvement [4][5]. - The aircraft's black boxes have been recovered, and an investigation is ongoing with international assistance to determine the cause of the crash [3][4]. Group 2: Regulatory Response - The FAA and Boeing have communicated that the design of the fuel switch lock does not pose a safety issue, and there is no need for airworthiness directives for any Boeing models, including the 787 [1][3]. - Despite a previous FAA recommendation in 2018 to check the fuel cutoff switch locking mechanism, Air India did not conduct the checks as the guidance was non-mandatory [4][5]. Group 3: Expert Opinions - Aviation experts have expressed skepticism about the likelihood of simultaneous accidental activation of both fuel switches, suggesting that pilot error is unlikely based on the available evidence [4][5]. - The investigation is focusing on whether the switches were intentionally turned off and who might have been responsible, as the circumstances surrounding the crash remain unclear [5][6]. Group 4: Public Reaction - Families of the victims have expressed dissatisfaction with the preliminary report, seeking more substantial explanations regarding the crash and its causes [6].

【文/观察者网 柳白】 "为了让美国成为世界领导者，正如我们希望世界建立在美元体系之上，并以美元作为全球标准一样， 我们也希望美国技术成为全球标准。" 黄仁勋曾多次抨击美国对华出口管制，认为将起到适得其反的作用。他在节目中对此进一步解释说，中 美都是令人惊叹的国家，都希望繁荣发展，都渴望成功，但美国需要让全球在美国技术基础上发展人工 智能。 访问中国前夕，英伟达首席执行官黄仁勋再次驳斥了对售华芯片的担忧。他在7月13日播出的美国有线 电视新闻网（CNN）节目中表示，美国政府无需担忧中国军方会使用英伟达芯片来增强自身能力，因 为中方会出于风险考量而避免使用美国技术，更别说中国早已具备充足的计算能力。 "我们都喜欢互联网，而互联网正是由美国科技制造的，并且建立在美国科技之上，我们应该继续追求 这一点。" 黄仁勋认为，为了实现上述目标，美国必须招揽全球人工智能开发人员。"事实证明，中国在人工智能 领域的表现令人难以置信，全球50%的开发者都在中国。" 黄仁勋接受CNN采访画面 他说，美国需要确保本国技术能够面向全球市场，以便人工智能在美国技术基础上发挥最佳性能。 主持人接着提到了中国军方利用美国技术增强能力的担忧。 ...

Core Viewpoint - The EU is currently in critical negotiations with the US regarding tariffs, with President Trump threatening a 30% tariff on EU products, prompting a response from EU leaders who are seeking to negotiate rather than retaliate aggressively [1][4]. Group 1: EU's Response to US Tariff Threats - EU Commission President Ursula von der Leyen announced the postponement of retaliatory tariffs on $210 billion worth of US products, originally set to take effect on July 15, to early August, emphasizing a preference for negotiation [1][4]. - Von der Leyen stated that the EU will continue to prepare additional countermeasures while prioritizing negotiations with the US [1][7]. - The EU is planning to engage with countries like Canada and Japan to coordinate responses to the US tariffs [3][4]. Group 2: Internal EU Reactions and Criticism - Some European business organizations and politicians criticized von der Leyen's approach as weak, suggesting that failure to respond effectively to Trump's tariffs would be a significant setback [1][4]. - French President Macron expressed strong dissatisfaction with Trump's threats and urged the EU to prepare credible countermeasures if negotiations fail [4][9]. - Italian officials and agricultural organizations warned that the proposed tariffs could have devastating effects on Italy's food exports, estimating direct losses of around €2.3 billion [8][9]. Group 3: Economic Impact and Negotiation Dynamics - Germany, being the largest exporter to the US, reported a 7.7% decline in exports to the US in May, highlighting the economic impact of the tariff threats [5][7]. - EU leaders are divided on whether to pursue a quick trade agreement similar to the UK's or to continue negotiations for a better outcome [4][9]. - EU officials believe that Trump's threats may be a negotiation tactic rather than a definitive policy change, with expectations that a reasonable solution can still be reached [4][5].