Guan Cha Zhe Wang
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别克昂科威将把产线从中国迁往美国?通用汽车中国回应
Guan Cha Zhe Wang· 2026-01-23 08:59
Core Viewpoint - General Motors (GM) is shifting the production of Buick SUVs from China to the United States to strengthen its manufacturing footprint for domestic customers while maintaining long-term investments in the Chinese market [1][3]. Group 1: Production Shift - GM announced the cessation of Buick Envision production in China and the transfer of Buick SUV production to the U.S., emphasizing that this move is to enhance domestic manufacturing and support U.S. job opportunities [1][3]. - The production capacity being transferred is for the next generation of SUVs, not the existing production lines, and the Buick Envision models currently sold in China will continue to be produced locally [1][3]. Group 2: Trade and Tariff Context - This decision is part of GM's response to the U.S. tariff policies initiated during the Trump administration, which aimed to boost domestic manufacturing [3]. - Since 2017, GM has been exporting the Buick Envision produced in China to the U.S., but faced criticism and tariff challenges, including a 25% tariff since 2018, which has influenced its global production strategy [3]. Group 3: Future Production Plans - GM plans to move the production of Chevrolet SUVs, including the Equinox and Blazer, from Mexico to U.S. facilities, with production starting in Kansas City by 2027 and in Spring Hill, Tennessee, by 2028 [5]. - The shift in production capacity from China is a significant adjustment in GM's global strategy, particularly as the Buick brand is largely defined by local market demand in China [5]. Group 4: Local Market Focus - GM's local subsidiary, SAIC-GM, has emphasized its commitment to the Chinese market, highlighting that its high-end electric vehicle brand "Zhijing" and other models are fully defined and developed in China to meet local consumer needs [8].
腾讯汤道生:公司超50%新增代码已由AI辅助完成
Guan Cha Zhe Wang· 2026-01-23 08:36
"当人们谈论AI时,可能倾向于把它想象一个庞大的超级系统,称之为AGI,但实际上,现实中却是多种不同的模型,服务于不同的场景。" 腾讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生 2026年1月21日,在达沃斯举行的世界经济论坛(WEF)上,腾讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生分享了腾讯在人工智能领域 的战略观察与产业实践。他指出:"我们的云战略核心,就是支持各类不同的模型运行,为客户提供不依赖特定模型的工具和产品。我们认为,这样 才能够把选择合适模型的自主权交还给客户。" 当前,中国AI发展的加速态势成为了全球焦点。汤道生认为,中国的AI生态是开放、多元、充满活力的。 目前,腾讯内部已超过1.2万名工程师使用AI编程助手CodeBuddy,公司超过50%新增代码由AI辅助完成。实测数据显示,CodeBuddy平均编码时间缩 短了40%以上。同时,腾讯最新升级的AI CLI形态CodeBuddy Code的90% 代码由CodeBuddy 生成。这一内部案例也成为腾讯推动AI走向规模化应用 的典型。 此外,腾讯正坚定投入全栈自研混元大模型,加快模型研发进程,在过去一年发布了30多个新模 ...
TACO又现!“股市驯服了特朗普”
Guan Cha Zhe Wang· 2026-01-23 08:24
【文/观察者网 王一】"TACO又现""特朗普和TACO搅动达沃斯""2026年可能会有更多TACO"美国总统 特朗普周中突然撤回就格陵兰问题发出的关税威胁,让这个"特朗普总是退缩"的英文缩写(Trump Always Chickens Out)再次被国际媒体热议。 英国《金融时报》1月23日报道称,此次急转弯,被视为金融市场"驯服"特朗普的又一例证,凸显出即 便特朗普对美国的主要盟友态度强硬,金融市场仍具备对他施加实际约束的力量。 20日,美国股市市值蒸发逾1万亿美元,成为自特朗普去年4月抛出"解放日"关税以来最严重的一次抛 售。最初,特朗普对市场下跌不以为意,称这与过去一年股市的涨幅相比只是"小意思"。 但到了21日下午,他宣布,已与北约秘书长吕特就格陵兰岛乃至整个北极地区的未来合作框架达成了一 致,不会对英法德等欧洲8国加征原定于2月1日生效的关税。 特朗普就格陵兰问题发出关税威胁后,标普500指数变化 《金融时报》制图 "政府内部显然对股市表现高度敏感,"对冲基金曼氏集团首席市场策略师克里斯蒂娜·胡珀分析称,"这 一点在此次选择退让的决定中体现得非常明显。"Corpay首席市场策略师沙莫塔也认为,特朗 ...
酒泉:将建设国家商业航天发射基地
Guan Cha Zhe Wang· 2026-01-23 08:08
Core Viewpoint - Gansu Province's Jiuquan City has officially released the "Jiuquan Commercial Aerospace Industry Development Plan (2026-2035)", aiming to establish "China's Jiuquan Commercial Aerospace Port" and outlining the development path for the commercial aerospace industry over the next decade [1][2]. Group 1: Development Goals and Strategies - The plan emphasizes the strategic positioning of Jiuquan City as a national commercial aerospace launch base, research and testing base, technical support base, and data application base [1]. - It outlines a development framework consisting of "one port, two zones, and multi-point linkage", focusing on seven key industries: launch and testing, rocket manufacturing, satellite manufacturing and application, aerospace data backup and application, technical support, logistics, and aerospace tourism [2]. - Specific actions to ensure effective implementation include attracting investment, project breakthroughs, improving park quality, comprehensive support, empowering with technology finance, and enhancing aerospace branding [2]. Group 2: Policy and Market Context - Jiuquan's initiative reflects a broader trend of intensified policy support for the commercial aerospace industry at both central and local levels, with Beijing and Guangdong also launching their respective action plans to accelerate development [4]. - The establishment of the Commercial Aerospace Department by the National Space Administration in November 2025 marks a significant step in regulatory oversight and strategic planning for the industry [5]. - Recent policy changes have catalyzed technological advancements and market activity, exemplified by the successful launch of the Long March 12 rocket and the introduction of new listing standards for commercial rocket companies on the Sci-Tech Innovation Board [6][5]. Group 3: Future Outlook - Analysts suggest that with the development of Jiuquan's commercial aerospace port and the ongoing refinement of the policy framework, the industry is entering a new phase characterized by market-driven growth, comprehensive layout, and differentiated competition [8].
违反反垄断法实施经营者集中,市场监管总局开出今年首起罚单
Guan Cha Zhe Wang· 2026-01-23 08:03
(原标题:违反反垄断法实施经营者集中,市场监管总局开出今年首起罚单) 据市场监管总局网站1月23日消息,市场监管总局于1月16日依法对华新(中国)投资有限公司收购杭州 华新电力线缆有限公司股权违法实施经营者集中案作出行政处罚决定,对华新(中国)投资有限公司处 以175万元罚款。 《中华人民共和国反垄断法》第六条规定,经营者可以通过公平竞争、自愿联合,依法实施集中,扩大 经营规模,提高市场竞争能力。根据《中华人民共和国反垄断法》第二十六条、第三十条、第三十一 条,经营者集中达到国务院规定的申报标准的,经营者应当事先向国务院反垄断执法机构申报,未申报 的不得实施集中;申报后获得批准前,经营者也不得实施集中。 市场监管总局提示,相关经营者要健全反垄断合规制度体系,在投资并购过程中切实做好法律评估,经 营者集中达到申报标准的要依法履行事先申报义务,获得批准前不得实施,避免因违法实施集中受到行 政处罚。 该案是今年市场监管总局公开查处的首起违反《中华人民共和国反垄断法》实施经营者集中案件。 经调查,华新(中国)投资有限公司收购杭州华新电力线缆有限公司股权的交易,已于2023年12月4日 完成了股权变更登记,先实施了集中 ...
三大指数集体收涨,光伏设备、商业航天涨幅居前
Guan Cha Zhe Wang· 2026-01-23 07:33
AI应用概念走高,浙文互联4天2板。贵金属概念延续强势,白银有色4连板,中国黄金、豫光金铅涨 停。医药商业概念表现活跃,益丰药房涨停。 下跌方面,保险、银行板块跌幅居前。 本文系观察者网独家稿件,未经授权,不得转载。 盘面上,市场热点持续活跃,个股涨多跌少,全市场共有4763只股票上涨,其中121只个股涨停,另有 1719只股票下跌。 板块方面,光伏概念爆发,隆基绿能、钧达股份、协鑫集成、明阳智能、拓日新能等30余股涨停。 受《酒泉市商业航天产业发展规划(2026—2035年)》正式发布影响,商业航天概念反复活跃,十余只 成分股涨停,金风科技、润贝航科、西部材料涨停。 1月23日,A股全天维持震荡走势,午后三大指数集体收涨。沪指涨0.28%,收报4134.32点;深证成指 涨0.74%,收报14432.59点;创业板指涨0.57%,收报3347.46点。沪深京三市成交额达到31184亿,较昨 日放量4017亿。 A股三大指数集体收涨 东方财富网 ...
华为上架14999元门锁,经销商称门锁本身利润不高
Guan Cha Zhe Wang· 2026-01-23 06:53
近期,华为商城上架了一款定价高达19999元的智能门锁X1"金玉满堂"版。1月23日,观察者网查询发现,目前该产品享有5000元的优惠,降至14999元。有 消息称,该产品上架之初曾出现"暂时缺货"的现象。不过该产品最新显示为有货状态,但下单后预计2月5日前发货。 另一方面,这款产品的价格已出现一定波动。闲鱼等二手交易平台上,许多标注为"现货"、"全新正品"的智能门锁X1"金玉满堂"版定价为13999元,相较官 网价格有1000元的折价。 山东一位核心商圈的华为授权经销商直言:"我们并不指望靠这把门锁赚钱,更重要的是把高净值客户圈进来。"在其看来,愿意为一把门锁支付1.5万元的 消费者,往往也是全屋智能、新能源汽车等高客单价产品的潜在用户。 另一家门店负责人也给出了类似说法:"门锁、电视本身利润并不高,很多时候就是'成本加物流费'在走,真正的收益在后端系统集成和全屋方案。" 功能方面,支持8种开锁模式,包括人脸识别、掌静脉识别、指纹识别、常规密码、虚位密码、访客密码、实体钥匙开锁、远程开锁、双重验证开锁。 除了14999元的功能款,华为还同步推出了智能门锁X1金玉满堂装饰锁:工艺和外观与功能款完全一致,但不具 ...
散播包钢事故谣言,3人被处罚
Guan Cha Zhe Wang· 2026-01-23 06:28
1月22日,包头市公安局昆都仑分局通过微信公众号"昆都仑公安在线"公布3起包钢板材厂爆炸事故的网 络谣言案例,全文如下: 案例三:吉某某在短视频平台发布不实信息。 2026年1月19日,网民吉某某为博眼球、涨粉丝,在某短视频平台发布视频并附加不实信息称"XXX发 射导弹了"。目前,公安机关已依法对吉某某予以行政处罚。 警方提醒 网络空间不是法外之地,谨言慎行要牢记。任何企图通过编造传播谣言牟取私利、扰乱秩序的行为,都 将受到法律的严厉制裁。对网上各类"博眼球"信息,广大网民要加强鉴别、识别,关注权威发布信息, 做到不造谣、不传谣、不信谣,如发现网络谣言,请及时向公安机关或相关网络平台投诉举报,共同维 护清朗网络空间。 2026年1月18日以来,针对包钢板材厂爆炸事故的网络谣言,包括散布所谓内部通话录音、编造夸大伤 亡人数等不实信息,公安机关正在依法打击整治,现对3起典型案例予以公布。 案例一:高某在直播时杜撰、编造伤亡人数。 2026年1月19日,网民高某为博眼球、涨粉丝,在某短视频平台发起直播称"包钢分厂爆炸,挺严重的, 官网报道不是说救出来5人吗,好像炸死100多人"。目前,公安机关已依法对高某予以行政处 ...
泉州住宿业退订新规惹争议:一场未遂的“行业起义”
Guan Cha Zhe Wang· 2026-01-23 06:22
【文/观察者网 邓军 编辑/赵乾坤】 尽管泉州市旅游协会围绕"住宿业客房预订退订"出台的新规在争议声中暂告一段落,但此次短暂的尝试,仍为酒店行业带 来了新的启发与思考。 1月20日,泉州旅游协会发布声明:关于原《泉州市住宿业客房预订退订指导意见(试行)》(以下简称《指导意见》), 其制订初衷是供参考,指导规范住宿市场经营行为,保障游客及消费者的正当权益。针对网民提出的相关意见,我们将广 泛征集社会各界反馈,再行充分论证,另行适时倡议。 《指导意见》发布后,迅速在社交平台引发热议。 部分酒店经营者表示支持:"早该规范临时退订行为了,酒店空房损失很大""这是全国范围内的先行尝试,值得推广"。 也有网友认为:"(标准)过于严格,会影响旅游订房的便捷性""提前3天取消要扣80%房费,这简直是抢钱""会因此取消到 泉州旅游"。 泉州旅游协会 一个城市的酒店业包含多样的细分市场和产品,预订退订政策往往是酒店自主采用的销售策略,因此不同酒店的退订规则 存在一定的差异。 资深酒店收益管理专家、北京都季酒店管理公司总经理祖长生对观察者网表示,《指导意见》所设标准与当前住宿业市场 通行的做法存在较大出入。他建议,泉州市旅游协会在 ...
苹果进入印度手机市场前五,去年出货增长28%
Guan Cha Zhe Wang· 2026-01-23 05:42
Core Insights - The Indian smartphone market is projected to see a decline in shipments, with approximately 34.5 million units expected in Q4 2025, a 7% year-over-year decrease, and an annual total of 154.2 million units, reflecting a slight 1% decline [1][2] - Vivo maintains its leading position in both quarterly and annual shipments, with a market share of 23% in Q4 and 21% for the year, showing a growth rate of 19% [2][3] - The market is experiencing a shift towards value-driven strategies, influenced by rising component costs, cautious consumer spending, and extended upgrade cycles [1][4] Quarterly Performance - In Q4 2025, Vivo shipped approximately 7.9 million units, capturing 23% of the market share, followed by Samsung with 4.9 million units (14% share) and OPPO with 4.6 million units (13% share) [1] - The overall decline in Q4 shipments is attributed to high channel inventory, currency depreciation, and increased memory costs leading to higher product prices, which have weakened purchasing power [1][2] Annual Performance - For the full year, Vivo's total shipments reached 32.1 million units, securing a 21% market share, while Samsung and OPPO followed with 23 million and 20 million units, respectively [2] - Apple ranked fifth with a market share of approximately 10%, showing the most significant growth among the listed companies at 28% year-over-year [2] Market Dynamics - The fourth quarter is characterized as a period for inventory digestion, with brands like Vivo and OPPO achieving double-digit year-over-year growth due to strong retail execution and effective product management [2][3] - Other leading brands faced challenges, including cautious channel behavior and price adjustments, with Samsung and Xiaomi experiencing sales slowdowns despite targeted promotions [2][3] Future Outlook - The Indian smartphone market is expected to see a mid-single-digit percentage decline in 2026, driven by rising terminal prices and limited incremental value in products [3][4] - Brands are anticipated to shift focus towards value growth strategies in the entry-level market, particularly in the ₹25,000 to ₹60,000 segment, which offers better profit margins [3][4] - The high-end market above ₹60,000 will continue to be dominated by Apple, Samsung, and Vivo, with brands increasingly relying on channel leverage and localized marketing strategies to maintain market stability [4]