Guan Cha Zhe Wang
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“性能暴增5倍”,英伟达称已全面投产,不忘提中国
Guan Cha Zhe Wang· 2026-01-06 04:29
【文/观察者网 齐倩】 当地时间1月5日,美国芯片制造商英伟达首席执行官(CEO)黄仁勋在美国拉斯维加斯消费电子展上发 布新一代Rubin平台。他说,该平台在推理成本和训练效率上实现大幅跃升,已全面投产,拟下半年发 货。 据路透社消息,黄仁勋当天不忘提中国市场,以及此前已获批对华出口的H200人工智能(AI)芯片。 在主旨演讲后,黄仁勋向金融分析师声称,中国市场对H200芯片"有需求",且"需求强劲"。 英伟达首席财务官科莱特·克雷斯(Colette Kress)则表示,该公司已申请向中国运送H200芯片的许可 证,但正在等待美国和其他政府的批准。 上个月,路透社曾援引三位匿名知情人士报道称,英伟达已告知中国客户,计划于2026年2月中旬农历 春节假期前,对中国交付H200芯片。 1月5日,黄仁勋参加展会视频截图 现场视频显示,黄仁勋在演讲中,用大量篇幅盛赞了开源模型的革命性作用。 "开源模型已经触及技术前沿,"他提到,去年,DeepSeek R1向世人展示了高级推理可以开源,改变了 整个行业的发展轨迹。他认为,相比最前沿的AI模型,DeepSeek等AI开源模型落后约6个月,但"所有 开源模型都在以惊人的速 ...
拼多多发布《新质供给地方风味消费趋势》:酸汤出黔、脆哨入沪,地域美食加速出圈
Guan Cha Zhe Wang· 2026-01-06 04:09
1月6日,拼多多发布《新质供给地方风味消费趋势》(以下简称《消费趋势》)。随着拼多多"千亿扶 持"落地半年,贵州酸汤、湖南辣条、惠州月饼、安徽炒货等地域美食加速出圈,相关产品SKU数同比 增长四成,相关类目00后商家数量同比增长48%。 2024年8月,拼多多率先推出"新质商家扶持计划"大型惠商政策,以百亿级投入助力产业带新质转型。 半年前,政策进一步升级为"千亿扶持",投入资源也同步升级为千亿级。 在"千亿扶持"加持下,"新质供给"专项团队持续深入惠州月饼、贵州酸汤、安徽炒货、湖南辣条等数十 个地域美食产业带。在平台现金+流量的多重补贴下,三只松鼠、洽洽食品、玉梦酸汤、丁家脆哨、南 山婆、郭师傅月饼、麻辣王子等一批地方味道加速奔向全国,成为年销过千万乃至亿元的"全国味道"。 借助平台的数字化能力,这些老字号还研发出铁盒装月饼、一人食火锅酸汤、烤椰拿铁味瓜子等新质商 品,成功圈粉北上广95后、00后等年轻群体。 "去年以来,在真金白银投入下平台生态效用持续显现,产业侧加快新质转型,用户侧的消费潜力进一 步释放,供需两侧均实现了高质量发展。"拼多多集团联席董事长兼联席CEO赵佳臻表示。 酸汤"出黔",脆哨"入沪 ...
特朗普将出席达沃斯论坛,微软、麦肯锡纷纷“投币”
Guan Cha Zhe Wang· 2026-01-06 03:17
Group 1 - The 56th World Economic Forum (Davos Forum) is set to take place from January 19 to 23, focusing on the theme of "the spirit of dialogue" and addressing five key global challenges [6] - Major U.S. companies, including Microsoft and McKinsey, have signed on as sponsors for the "USA House" at the forum, contributing up to $1 million each [1] - The "USA House" will serve as a base for U.S. government officials during the forum, providing a platform for corporate branding in front of global decision-makers [1][6] Group 2 - This year marks the first in-person attendance of former President Trump at the Davos Forum since 2018, with specific conditions set by U.S. officials regarding discussion topics [3][4] - The "USA House" project is led by Richard Stromback, a notable figure in Davos known for organizing high-profile events [4] - The official website of "USA House" states that it is a private organization and does not represent the U.S. government [6][7]
与“米黑”博主合作?小米公关总监致歉
Guan Cha Zhe Wang· 2026-01-06 02:51
1月5日晚间,兼任小米公关部总经理不久的徐洁云在社交媒体上发布声明致歉。 徐洁云表示,经过仔细的调查确认,团队此前确实跟相关KOL有过接触。经大家提醒、经过查证,我 们立即终止可能进行的任何形式的合作,且以后也不会合作。同时,他说,"用户、米粉朋友们的感 受,的确是我们最在乎的事情。实在抱歉,给大家带来很多的困扰和不适,在此,诚挚向大家致歉! " 向联想集团道歉并支付经济损失及相关费用共计16万余元。 针对此次事件,"万能的大熊"本人在微博回应称,"今天这个事情,确实和我一点关系都没有,我就是 出去吃个饭,陪孩子打篮球,结果就上了两个热搜。这个事情对车圈还是有一点小小的震撼,他们之前 也对大熊老师认知不太深刻,觉得粉丝也不多,流量也不大,怎么会有这样的地位。。现在大家终于明 白了,熊老师的影响力还是隐藏得太深了。" 该博主还表示:"我还是那句话,四海之内皆兄弟,五湖震荡和为贵,不管前路多坎坷,过去的因果多 深重,只要秉持一颗为人民服务的心,就一定能够推动行业的发展和进步。" 本轮争议的导火索在于一位被视为是"米黑"的博主"万能的大熊"。 日前,有网传消息称,小米已与"万能的大熊"签订了年度框架合作协议,这一消 ...
国产手机电池容量突破10000mAh,内存涨价挑战仍存
Guan Cha Zhe Wang· 2026-01-06 02:35
Core Viewpoint - The launch of the Honor Power2 smartphone features a significant battery capacity of 10080mAh, which is the largest in the industry, and it is designed for specific user scenarios such as outdoor and delivery services [1][2]. Group 1: Product Features - The Honor Power2 has a battery capacity increase of 2080mAh compared to its predecessor, making it comparable to the battery capacity of the iPhone Air [1]. - The device maintains a slim profile with a thickness of 7.98mm and a weight of approximately 216 grams, achieved through advancements in battery materials, including a 15% silicon content that results in an energy density of 926Wh/L [1]. - The smartphone is equipped with features tailored for outdoor use, such as signal optimization for weak signal areas, enhanced positioning accuracy, and an IP68/IP69K rating for dust and water resistance [2]. Group 2: Processor and Performance - The Honor Power2 is powered by the MediaTek Dimensity 8500 Elite processor, which is expected to outperform the previous Snapdragon 7 Gen3 in multi-core performance, with benchmark scores indicating it may exceed the Snapdragon 8 Gen3 [3]. - The camera specifications include a 50MP main camera and a 5MP wide-angle camera, which are considered average compared to competitors [3]. Group 3: Pricing and Market Position - The pricing for the Honor Power2 starts at 2699 yuan for the 12GB + 256GB version and 2999 yuan for the 12GB + 512GB version, reflecting a 500 yuan increase from the previous generation [3]. - The smartphone market is experiencing upward price pressure due to rising component costs, affecting various brands including Honor, Vivo, and Xiaomi, with expectations of continued price increases in 2026 [12]. - The competitive landscape is intensifying with upcoming mid-range and performance smartphones featuring high-capacity batteries and advanced specifications, indicating a shift towards higher performance in the mid-range segment [13].
手机电池容量突破10000mAh,今年不涨价就亏损?
Guan Cha Zhe Wang· 2026-01-06 02:31
Core Viewpoint - The launch of the Honor Power2 smartphone features a significant battery capacity of 10080mAh, which is the largest in the industry, and it has been designed with specific user scenarios in mind, particularly for outdoor and delivery personnel [1][3]. Group 1: Product Features - The Honor Power2 has a battery capacity increase of 2080mAh compared to its predecessor, making it comparable to the battery capacity of the iPhone Air [1]. - The device maintains a slim profile with a thickness of 7.98mm and a weight of approximately 216 grams, achieved through advancements in battery materials, including a 15% silicon content that allows for a high energy density of 926Wh/L [1]. - The smartphone is equipped with features tailored for specific environments, such as signal optimization for weak signal areas and enhanced navigation capabilities, along with IP68+IP69+IP69K water and dust resistance ratings [3]. Group 2: Market Context - The pricing of the Honor Power2 starts at 2699 yuan, which reflects a 500 yuan increase from the previous generation, attributed to rising costs of upstream components like memory chips [4][7]. - The smartphone market is experiencing a trend of price increases across various brands, including Honor, Vivo, OPPO, and Xiaomi, due to the rising costs of components, which may lead to potential losses for brands unable to adjust their prices accordingly [7]. - Market analysts predict that smartphone manufacturers will continue to raise prices, particularly for high-end products, which may push some consumers towards Apple products due to the narrowing price gap [7]. Group 3: Competitive Landscape - The upcoming smartphone releases from various manufacturers, including OnePlus, iQOO, and Redmi, indicate a highly competitive market, with many devices featuring large batteries and advanced camera systems [8]. - The current trend in mid-range smartphones shows a focus on surpassing flagship models in battery capacity while aligning closely with flagship specifications in imaging and performance [8]. - As of the third quarter of 2025, Vivo leads the Chinese smartphone market with a 17.2% share, followed closely by Apple and Huawei, indicating a competitive landscape among major players [9].
招联消费金融被罚50万元,2024年营利双降
Guan Cha Zhe Wang· 2026-01-06 02:22
早在2022年1月25日,原银保监会对招联消费金融处以290万元罚款。公司具体违法违规事实为:营销宣传存在夸大、误导;收取平台服务费质价 不符;产品定价管理不审慎;对合作商户风险管理不到位;未报告联合贷款表外风险敞口;催收行为不当;消费者权益保护审计工作不规范;消 费投诉管理工作不到位。 业绩方面,2024年全年,招联消费金融实现营业收入173.18亿元,同比下降11.65%;同期,公司实现净利润30.16亿元,同比下降16.22%。这是公 司自2015年成立以来,净利润首次出现同比负增长。值得注意的是,2024年公司下半年净利润下滑更为明显,同比降幅达25.66%,呈现出明显加 速下滑趋势。 资产方面,截至2024年末,招联消费金融总资产为1637.51亿元,较上年减少126.70亿元,降幅7.18%。同时,公司负债总额高达1410.88亿元,净 资产缩水至226.63亿元。 本文系观察者网独家稿件,未经授权,不得转载。 (原标题:招联消费金融被罚50万元,2024年营利双降) 【文/羽扇观金工作室】 据国家金融监管总局网站消息,2025年12月31日,深圳金融监管局发布的行政处罚信息公示表显示,因合作机构 ...
游戏是现在,硬科技是未来:三七互娱怎么选?
Guan Cha Zhe Wang· 2026-01-06 01:54
Core Insights - The article discusses the long-term investment strategy of 37 Interactive Entertainment in hard technology sectors, emphasizing the extended timeframes for technology commercialization compared to gaming products [1][2][3] Investment Strategy - 37 Interactive Entertainment has made significant moves in the capital market, including investing up to 50 million yuan in the Diao Weihu Shan Fund to enhance its artificial intelligence industry chain [1] - The company's investment portfolio spans various cutting-edge technologies, including lithium niobate films, brain-computer interfaces, large models, XR glasses, and more, indicating a broad focus on foundational computing power and advanced technologies [1][3] Management Perspective - The management of 37 Interactive Entertainment, particularly Chairman Li Weiwei, has expressed a strong belief that AI is a core necessity for current success, transitioning from an optional trend to a mandatory component [2] - The company aims to deepen its integration of technology into entertainment, moving from a focus on hit games to establishing a standardized mechanism for stable revenue generation through technological empowerment [3][9] Industry Context - The article highlights a shift in the gaming industry from creative competition to technological advancement, necessitating companies to develop their own technological foundations rather than relying on external suppliers [9] - The investment strategy has evolved from a focus on gaming entertainment to a broader emphasis on hard technology and its integration with entertainment, driven by advancements in human-computer interaction [11]
小米终止与争议KOL合作,徐洁云公开致歉
Guan Cha Zhe Wang· 2026-01-06 01:51
【#小米立即终止与相关KOL合作#】1月5日晚,小米集团董事长特别助理、战略市场部副总经理徐洁 云在社交平台发文致歉称:"经过仔细的调查确认,我们的团队此前确实跟相关KOL有过接触。经大家 提醒,经过查证,我们立即终止可能进行的任何形式的合作,且以后也不会合作。" 徐洁云还表示:"用户、米粉朋友们的感受,的确是我们最在乎的事情。实在抱歉,给大家带来很多的 困扰和不适,在此,诚挚向大家致歉。" 他还表示:"看到徐洁云表示辟谣只是刚刚开始,我觉得这又算是公关行业的一个创新吧,这种全新的 交流方式能不能起到更好的效果?能不能解决小米面临的问题?我觉得值得拭目以待。" 雷军在1月3日晚的拆车直播中回应了外界关于小米的诸多质疑,第二天一早,徐洁云发文称:"关于集 中辟谣,昨晚只是个开始。" 此前,小米投放KOL"万能的大熊"的消息在米粉中引发巨大争议,在徐洁云和雷军的微博下,众多网友 留言抵制,"支持小米和其他博主投放商单合作,但不能投放给每天都抹黑小米的大V。" 资料显示,"万能的大熊"本名宗宁,中国知名自媒体人及畅销书作者,代表作包括《格局逆袭:普通人 的制胜之道》《腾讯若投资京东,等于宣布退出电商》《支付宝微信支 ...
美股三大指数全线上涨:道指创新高,特斯拉涨超3%,中国金龙指数收涨0.49%
Guan Cha Zhe Wang· 2026-01-06 00:42
(原标题:美股三大指数全线上涨:道指创新高,特斯拉涨超3%,中国金龙指数收涨0.49%) 当地时间1月5日,美股三大指数全线上涨,道指创历史新高。 截至当日收盘,道琼斯工业平均指数大涨1.23%,报48977.18点;标准普尔500指数上涨0.64%,报6902.05点;纳斯达克综合指数同样呈现上扬态 势,涨幅达0.69%,报23395.82点。此外,纽约证券交易所综合指数也表现不俗,全天上涨0.89%,报22432.10点。 美股全线大涨 谷歌财经 个股方面,科技股今日表现分化,特斯拉领涨超3%,亚马逊紧随其后涨幅接近3%;奈飞与谷歌双双小幅收涨。相比之下,苹果逆势下跌超1%, 微软、英伟达及英特尔则集体走弱,小幅下跌。 特斯拉大涨超3%谷歌财经 本文系观察者网独家稿件,未经授权,不得转载。 金融股集体爆发,多只大型银行股创下历史新高。高盛大涨3.73%,摩根大通、摩根士丹利紧随其后,分别上涨2.63%和2.55%,美国银行也得到 1.68%的涨幅。与此同时,受委内瑞拉局势变动等因素影响,美股油气板块全线走强,雪佛龙飙升超5%,埃克森美孚与康菲石油亦双双涨超2%。 雪佛龙大涨超5%谷歌财经 中概股方面,热门 ...