【观网财经丨智能早报 7月18日】 黄仁勋：人工智能下个浪潮是Physic AI 7月17日，在第三届链博会先进制造链主题活动现场，英伟达公司创始人兼首席执行官黄仁勋与之江实 验室主任、阿里云创始人王坚进行炉边谈话。黄仁勋表示，人工智能的下个浪潮是物理AI——Physic AI，人工智能是一种新的做软件方式，根据基本原理代替人类编码描述算法来预测结果，使用算法来 学习如何从实例、信息、数据中预测结果，这种使用计算机来学习如何进行项目的方法已被证明是非常 可扩展的。（新华财经） 黄仁勋称有意继续参加2026链博会 7月17日，贸促会会长任鸿斌在接受采访时透露，黄仁勋表示有意继续参加2026链博会。他与黄仁勋在 展会前夕进行了一次"非常圆满"的交流。黄仁勋高度认同链博会背后的理念，促进全球供应链合作，因 此决定明年继续参展。（CGTN） 继"AI女友"后，马斯克预告将推出AI男友 7月17日消息，Grok刚推出名为Ani的AI"女友"几天后，马斯克又开始预告为女性用户量身打造的"AI男 友"。媒体从马斯克的推文获悉，这个角色设定忧郁、黑发，其性格灵感源自《暮光之城》的爱德华・ 卡伦和《五十度灰》的克里斯蒂安・格雷 ...

Group 1 - The appointment of Nick Adams as the next U.S. Ambassador to Malaysia has sparked significant controversy in a predominantly Muslim country, potentially pushing Southeast Asian nations closer to China [1] - Bridget Welsh, a political analyst focused on Southeast Asia, expressed concerns that U.S. actions may alienate regional countries [1] - Evan Feigenbaum from the Carnegie Endowment for International Peace indicated that U.S. influence in Asia could diminish over the next decade due to a lack of attention to regional needs [1][2] Group 2 - Feigenbaum's career trajectory shifted from a focus on China to a broader Asian perspective, coinciding with a period of economic and strategic integration in Asia [5] - He noted that the historical connections in regions like Central Asia are re-emerging, with China becoming a major trade and investment partner [5] - The U.S. is perceived as unprepared to engage with a more integrated Asia, which may lead to a decline in its influence [5][6] Group 3 - The U.S. has historically played a dual role in Asia as both a security provider and an economic leader, but this role is evolving [8] - While U.S. security presence remains significant, its economic influence is declining relative to other countries, particularly China [8][9] - The perception of the U.S. as increasingly protectionist and unwilling to engage in rule-setting agreements may lead Asian countries to develop their own frameworks without U.S. involvement [9][12] Group 4 - Feigenbaum argues that the U.S. must adapt to the changing dynamics in Asia, where countries prioritize growth and development over a complete decoupling from China [15] - The U.S. focus on security issues may not resonate with regional countries that are more concerned with economic and social challenges [16][28] - The current U.S. policy framework is criticized for being overly centered on China, potentially alienating other Asian nations [30][31]

Core Points - The Trump administration has decided to terminate federal funding for California's high-speed rail project, which has been under construction for 17 years and has already consumed nearly $7 billion [1][5][6] - California Governor Gavin Newsom has responded by calling the decision "illegal" and has vowed to fight back, claiming that the project is crucial for the state's future [1][3] - The project is currently in the track-laying phase, with over 97 kilometers of track completed and more than 50 major structures built, creating approximately 15,500 jobs [3][6] Funding and Financial Issues - The U.S. Transportation Secretary announced the withdrawal of $4 billion in project funding, labeling the project as "useless" [5] - The California High-Speed Rail Authority has faced scrutiny for spending nearly $7 billion without laying any track, leading to a compliance review that highlighted a $7 billion funding gap and missed deadlines [6][10] - The initial estimated cost of the project was $33 billion, but it has ballooned to $128 billion, with the current segment alone costing $35 billion [9][10] Project History and Development - The high-speed rail project was officially launched in 2008 under then-Governor Arnold Schwarzenegger, with voters approving nearly $10 billion in bond funding [9] - The project was initially planned to connect San Francisco and Los Angeles over a distance of approximately 800 miles (1,287 kilometers) but has since been scaled back to a 171-mile (275-kilometer) segment between Merced and Bakersfield due to rising costs and delays [9][10] - The project has been a longstanding issue in U.S. infrastructure planning, with its history dating back to 2008 [10]

数据显示，2024年，麦趣尔烘焙业务同比微增2.08%，实现营收6.35亿元。但毛利率同比下降2.13%至 22.60%。也就是说，麦趣尔烘焙业务增长，可能是以价换量的结果。 截至该报告期末公司共拥有218家烘焙连锁门店。其中浙江地区189家烘焙连锁门店，新疆地区29家烘焙 连锁门店。 2025年，麦趣尔新成立全资烘焙子公司，进一步强化区域供应链协同能力，深化"天山牧场·鲜奶烘 焙"品牌战略，通过"直营+加盟+合伙人"模式加速门店扩张。 这里需要指出的是，烘焙业务之所以能在2023年反超乳制品业务，与2022年，麦趣尔因丙二醇事件受到 重创不无关系。彼时，麦趣尔生产的两批次纯牛奶被检出丙二醇，这是一种不得用于纯牛奶的食品添加 剂。公司因此遭遇市场监管部门重罚，其纯牛奶产品被召回，品牌形象受损，导致乳制品业务销量大幅 下滑。数据显示，2022年-2024年，麦趣尔的乳制品营业收入分别为5.49亿元、2.72亿元、2.11亿元，同 比下降了25.03%、50.51%、22.38%，毛利率分别为5.84%、0.3%、-2.04%。 日前，麦趣尔（002719.SZ）发布上半年业绩预告，预计上半年归属净利润140万元 ...

Group 1 - Tea Yan Yue Se faced allegations of plagiarizing the album cover of Fang Datong's "Dreamer" for its snack packaging, leading to the product's removal and an apology for oversight in the creative review process [1] - Naixue's Tea launched a "Slim Green Bottle" that misled consumers into thinking it was a weight-loss drink, while the actual product has a calorie count comparable to a bowl of rice, raising concerns about potential false advertising [2] - Cha Bai Dao opened its first two stores in Singapore, offering 18 drink options with prices ranging from 2.5 to 6.9 Singapore dollars (approximately 14 to 38.6 RMB) [3] Group 2 - Hu Shang A Yi celebrated its 12th anniversary with new product launches and promotional activities, emphasizing the theme of "Eastern Her Power" through collaborations with various female representatives [4] - The brand has expanded significantly since its inception in 2013, now operating over 9,000 stores across more than 300 cities [4] - Hu Shang A Yi plans to continue leveraging tea as a medium for product development, brand building, and social responsibility, aiming to empower consumers, particularly women [5]

（文/观察者网 张家栋 编辑/高莘） 当地时间7月15日，雷诺集团任命首席财务官邓肯·明托（Duncan Minto）为临时首席执行官，以接替当 日正式离职的卢卡·德·梅奥（Luca de Meo）。 尽管雷诺刚刚在去年交出一份史上最佳财报业绩，但《欧洲汽车新闻》在相关报道中表示，明托以及雷 诺的新任管理团队不仅需要解决欧洲碳排放政策放宽后的雷诺电动化困境，同时还要决定未来其与日产 的联盟关系，以及该公司当前在中国大力拓展供应商合作伙伴的定位。 而就在一周前，雷诺集团旗下安培部门刚刚与中金私募签署的新能源汽车产业基金合伙协议，似乎正预 示着雷诺与中国市场之间的未来。 雷诺集团与中金私募签署新能源汽车产业基金合伙协议雷诺集团官网 雷诺中国董事长兼CEO苏伟铭 雷诺集团官网 对此，观察者网在签约当日，与雷诺中国董事长兼CEO苏伟铭进行了一场对话，来探究雷诺自2020年在 华关停3家合资工厂至今，对于中国战略的调整历程。 独特的战略选择 与多数选择坚守中国市场的合资车企不同，雷诺关停工厂后在华转向的轻资产运营模式，正引起全球媒 体的关注。 《金融时报》在近日报道中表示，雷诺的中国战略极具独特性。该报道称，雷诺对当今 ...

另一方面，公众舆论也不该就此重新去拉踩其他企业。把娃哈哈和农夫山泉对立起来，这本身就是荒谬的，脱离了客观事实，用一种想象的情怀在构造有 害的对立。中国的饮料市场本身就竞争激烈，不存在"双巨头"的垄断格局，可口、百事可乐也好，元气森林、怡宝也罢，市场是充分竞争的。我们回头看 农夫山泉创始人钟睒睒在宗老"头七"时发表的悼念文章，钟睒睒只谈企业开拓和产品竞争，不及其他。关心这两家民族企业的外界人士，应当也持这样更 加实事求是的态度。 平心而论，娃哈哈的成败，终究要由市场和时间来说话。无论宗庆后生前的光环，还是身后的争议，最终都不能代替产品的竞争力和企业的经营能力。对 娃哈哈来说，真正需要面对的，不是公众的情绪起伏，而是行业的激烈竞争和消费需求的不断变化。风评可以反转，市场却不会说谎。公众也不必被情绪 裹挟，更不必被人设牵着走。 娃哈哈创始人宗庆后去世，引发全民悼念，其企业家精神、艰苦朴素的生活作风，都赢了国人尊重，甚至连带着引发了对竞品农夫山泉的大规模网络暴 力。如今，随着宗庆后被曝光"不止四个孩子"，以及巨额遗产的分割诉讼纠纷，其风评又一落千丈；而当初农夫山泉创始人钟睒睒面对网暴时的隐忍低调 姿态，重新获得了一些 ...

来自中国的游客在吉隆坡街头自拍马来西亚《星报》 报道提到，7月和8月是中国暑期旅游高峰，马来西亚的酒店和旅游运营商已做好迎接中国旅行者的准 备，这包括部署更多会讲普通话的员工，并推广专门为中国游客量身定制的旅游套餐。 根据去哪儿网提供给观察者网的数据，马来西亚是今年暑期中国旅客出境游Top3热门目的地，酒店预 订量同比增长43%。马来西亚最受欢迎的城市是吉隆坡、斗湖、兰卡威等。从国际机票出票量来看，马 来西亚首都吉隆坡是去哪儿平台上暑期出境游最热门的城市之一。 【文/观察者网 王勇 编辑/赵乾坤】 7月17日，中国与马来西亚互免签证正式生效。受签证政策影响，中国赴马来西亚游客人数激增。 综合马来西亚《星报》、孟加拉国The Tourism International网站等媒体报道，受中国游客人数增长的影 响，马来西亚的旅游业发展强劲。2025年第一季度，马来西亚接待了640万国际游客，同比增长10%， 其中接待中国游客的数量为112万人次，总计实现旅游总收入275亿林吉特(约合人民币464亿)，同比增 长24%。 相关数据显示，对于马来西亚旅游业来说，中国是最重要的客源市场之一，是马来西亚旅游业发展的关 键力 ...

此次展会上，奶酪博士不仅公布高钙奶酪流心鳕鱼肠斩获的两份市场地位确认证书，还首次发布聚焦婴童精细化营养需求的婴标奶酪新品，同步推出了三重 奶酪烘焙系列。小圆奶酪、奶酪棒及高钙零食等经典产品布局进一步完善，形成覆盖多场景、满足不同人群需求的高钙营养产品矩阵。 聚焦+洞察+创新，以高品质构建护城河 当前，越来越多的年轻消费者对奶酪产品表现出浓厚的兴趣，使得中国的奶酪消费量正在快速增长。面对行业发展变化，奶酪博士创始人陈昱桦表示："我 们始终坚信，奶酪在国内是有长期潜力的赛道。唯有以用户需求为核心，通过持续创新打造融入日常生活的优质产品，方能真正驱动行业高质量发展。" 其表示，作为一个始终坚持高品质、营养安全与创新的奶酪食品品牌，奶酪博士在未来的一段时间里，将聚焦在母婴人群市场，坚守"用父母心、好奇心、 好胜心做好的奶酪产品"的价值观，以多轨并行策略深化布局：深耕核心优质单品，加速推出契合婴童精细化需求的创新产品，此外持续推进热销产品迭代 升级，在营养、口味、有趣吸睛的包装等方面的不断优化，努力为母婴用户提供有品质的、营养的、安全放心的产品体验，为消费者提供更多选择。 7月16日，2025年上海孕婴童展(CBME2 ...

Core Viewpoint - The development of electric drive technology is crucial for the strength of the new energy vehicle industry, with a focus on reducing the reliance on rare earth materials and ensuring price stability for these materials [1][5]. Group 1: Electric Drive Technology Trends - Most electric vehicles currently use centralized electric drive systems, but distributed electric drive systems are expected to become the future trend, although mass production is still limited [3]. - The integration of electric drive components is a long-term trend, evolving from separate components to integrated systems, with concepts of 12-in-1 and even 14-in-1 systems being proposed [3][4]. - The improvement of power density in electric motors can be achieved through increasing speed, voltage, and reducing standards, with significant efforts already made in China [4]. Group 2: Challenges and Opportunities - The reliance on rare earth materials for permanent magnet motors poses challenges due to price volatility, necessitating efforts to reduce the use of heavy rare earths [4][5]. - The automotive electrification and energy cleanliness are long-term national strategies, with strong key components being essential for the new energy vehicle industry [5]. - The expansion of the new energy vehicle industry is expected to drive advancements in other sectors, such as electric ships, multi-electric aircraft, flying cars, and electric agricultural machinery [5].