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ChatGPT推出学习模式;小米呼吁理性使用辅助驾驶;鸿蒙5终端数量突破1000万
Guan Cha Zhe Wang· 2025-07-31 01:27
当地时间7月29日,OpenAI宣布推出ChatGPT学习模式,它通过逐步指导而非快速回答来辅助学习。即 日起,该功能对免费版、Plus、Pro、Team版用户开放,ChatGPT Edu版用户将在未来几周内获得该功 能。 亚马逊将向《纽约时报》每年支付至少2000万美元AI授权费 【观网财经丨智能早报 7月31日】 OpenAI宣布推出ChatGPT学习模式 基于报告数据,翻译和口译人员受 AI 冲击最为严重,现代 AI 工具已能提供快速的多语言语音旁白和 实时翻译。作家、销售代表和客服也高居榜首。这些工作通常涉及大量的沟通任务,用户经常将这些任 务交给 Copilot,并取得了良好的结果。 另一方面,护理助理、按摩师和重型设备操作员的职业受 AI 的影响较小。这些工作涉及实体存在、亲 手护理或机器操作,这些都是 AI 目前无法复制的。 苹果1个月内4位AI研究员跳槽 当地时间7月30日,据媒体报道,亚马逊与《纽约时报》签订了一份每年2000万至2500万美元的AI授权 协议。该协议允许亚马逊利用《纽约时报》的内容训练其AI模型。此外,该协议还允许亚马逊通过 Alexa提供报纸的摘要和摘录。(每经网) 谷歌 ...
ChatGPT推出学习模式;小米呼吁理性使用辅助驾驶;鸿蒙5终端数量破千万
Guan Cha Zhe Wang· 2025-07-31 01:24
Group 1 - OpenAI launched a new ChatGPT learning mode that assists users through gradual guidance rather than quick answers, available for free, Plus, Pro, and Team users, with Edu version users to receive it in the coming weeks [1] - Amazon signed an AI licensing agreement with The New York Times, committing to pay between $20 million to $25 million annually, allowing Amazon to use the content for training its AI models and providing summaries through Alexa [2] - Google confirmed it will sign the EU's voluntary AI code of conduct, aimed at helping AI developers comply with EU AI regulations, while Meta previously stated it would not sign, criticizing the EU's approach [2] Group 2 - ZTE unveiled its first emotional AI pet named "Mochi" at the World Artificial Intelligence Conference, designed to provide companionship and emotional connection, with a user adoption program announced for early experience users [3] - Microsoft released a report identifying the top 10 professions most impacted by AI, with translators and interpreters being the most affected, while jobs like nursing assistants and heavy equipment operators are less impacted due to their physical nature [4] - Apple experienced a setback as four AI researchers left for Meta within a month, indicating challenges in its AI strategy [5] Group 3 - An incident occurred where Apple's official account mistakenly promoted a Samsung Galaxy Z Flip7 video, raising questions about potential mix-ups due to shared advertising agencies [6] - Huawei's Yu Chengdong announced that the number of HarmonyOS 5 devices has surpassed 10 million [7] - Xiaomi's automotive division announced the rollout of its 10 million Clips version of end-to-end assisted driving features for the SU7 series, emphasizing the importance of user awareness regarding the limitations of assisted driving technology [8]
今年第七次!万科再度获得深铁集团8.69亿元借款
Guan Cha Zhe Wang· 2025-07-30 15:43
刚刚!万科的第一大股东深铁集团,对其进行了2025年以来的第七波支援。 7月30日晚间,万科A(股票代码:000002.SZ)发布公告称,公司董事会会议审议通过了关于深铁集团向公司提供不超过8.69亿元借款的议案。 在本次借款中,万科以持有的投资性房地产、固定资产的不动产产权和非上市公司股权(统称"抵质押资产")为本次股东借款提供资产抵质押担保,拟提供的 抵质押资产价值为不超过12.98亿元。抵质押率约定方面,合同约定投资性房地产、固定资产为账面净值的70%,非上市公司股权为账面净值的50%。 根据万科披露的质押清单,抵质押资产共7项,涉及办公资产、企业股权以及公寓资产。 值得注意的是,这已经是深铁集团今年第七次向万科A提供借款。 据统计,今年的2月10日、2月21日、4月29日、5月14日、6月6日、7月3日,深铁集团分别拟向万科提供不超过28亿元、42亿元、33亿元、15.52亿元、30亿 元及62.49亿元借款,用途均为偿还公司在公开市场发行的债券的本金与利息。 而在本次借款全额落地后,深铁集团今年已累计向万科提供借款金额近220亿元。对于本次借款,万科表示,"上述安排充分体现了大股东对公司的支持。" ...
美企“奉旨山寨”,丹麦原公司市值蒸发近5000亿
Guan Cha Zhe Wang· 2025-07-30 14:46
【文/观察者网 齐倩】据智通财经7月30日消息,丹麦制药公司诺和诺德(Novo Nordisk)下调了2025年 业绩指引,预计2025财年销售额与利润增速大幅下降。这是诺和诺德今年第二次下修业绩预期。 司美格鲁肽已在中国获批上市 近年来,诺和诺德公司生产的减肥药司美格鲁肽——诺和泰(Ozempic)和诺和盈(Wegovy)爆火,在 全球范围内供不应求。但作为欧洲市值最大的公司之一,诺和诺德业绩却出现大幅下滑。 诺和诺德警告称,该公司预计全年销售增长率为8%至14%,远低于5月预期的13%至21%。同时,其全 年利润增长预期也从16%至24%,下调至10%至16%。该公司称,剔除汇率波动影响后,今年上半年销 售增长18%,营业利润增长29%。 据观察,截至周二市场收盘,诺和诺德公司股价大跌23.1%。 当天,该公司还宣布,现任国际运营执行副总裁马齐亚尔·迈克·杜斯达尔将接任因股价下跌而被免职的 拉斯·弗鲁尔加德·约根森,于下周担任首席执行官并成为集团总裁。 29日,诺和诺德股价暴跌超过五分之一,市值蒸发超过600亿欧元(约合4950亿元人民币)。此前在美 国食品和药物管理局(FDA)的鼓励下,美国药企"奉旨仿 ...
理想i8中那些与“理想”有距离的方面
Guan Cha Zhe Wang· 2025-07-30 13:42
导读:理想i8的挑战在于如何"被看见"。 【文/观察者网 刘怀文 周盛明 编辑/高莘】7月29日,理想汽车理想i8正式发布,定位家庭六座纯电 SUV,售价区间32.18万—36.98万元。这是理想继MEGA后推出的第二款纯电车型,也是其在SUV主战 场的首次电动化尝试。 以AI技术、空间优化、座舱体验等"非显性价值"作为核心卖点,i8展现出了理想优秀的产品定义能力, 也体现了品牌对于"家庭场景"的深刻理解。然而,在价格、配置和外观等更容易被感知到的层面,i8却 缺乏"第一眼"的惊艳感。 正因如此,理想i8也引发了投资者的担忧。截至当地时间7月29日美股收盘,理想汽车报27.38美元,单 日跌幅达6.2%;截至7月30日港股收盘,理想汽车报104.5港元,单日跌幅达12.84%。 在当前产品力极度"显性化"的纯电SUV市场中,这样的策略对于品牌传播和用户认知提出了更高的要 求。如何让更多非核心的受众理解"人有我优",成为这款产品需要跨越的第一道门槛。 产品定义出色,但是…… "买电动车看什么?要看家人需要什么?冰箱彩电大沙发,豪华家电搬上'家'。"理想汽车官方曾发布这 样的内容来回应外界质疑,这充分体现了理想汽 ...
悍高集团上市当日股价暴涨超400%,创始人欧锦锋身价大涨近200亿
Guan Cha Zhe Wang· 2025-07-30 13:31
家居配件企业业绩"逆势"上行 历经2年IPO历程,五金企业悍高集团终于在7月30日,成功在深交所上市敲钟,股价在上市首日即暴涨 超过400%。 悍高集团是国内从事五金行业的和户外家具的头部企业,提供外观精致、用材考究、实用性强的家居收 纳五金、基础五金、厨卫五金以及户外家具等产品。由于五金行业在国内分散度较高,因此悍高集团超 过5%的市场占有率已经属于较高水平。 悍高集团早前的发行价为15.43元/股,总股本为4亿股,流通股为3492.46万,约为总股本的10%。当日 开盘报价即达到47.01元/股,涨幅达到204.67%,总市值达到188.04亿元。 不过股价并未就此止步,午后股价一度冲至110元/股,涨幅一度达到612.9%。随后股价有所回调,截至 收盘,悍高集团报收80元/股,当日股价涨幅达到418.47%. 随着上市首日股价冲高,悍高集团的市值也一路飙升,至收盘总市值已经超过320.01亿元。 目前国内五金制品企业中,上市企业包括坚朗五金(002791)、海鸥住工(002084)、松霖科技 (603992)、浙江永强(002489)。对比上述企业估计来看,悍高集团股价在上市当日即冲至行业首 位,整体市 ...
半年收租49.12亿港元,恒隆集团有信心今年实现微增长
Guan Cha Zhe Wang· 2025-07-30 13:29
Core Viewpoint - The company is confident in achieving slight growth this year, contingent on the performance in the third and fourth quarters [1] Financial Performance - In the first half of 2025, the company reported total revenue of HKD 52.02 billion, a decrease of 18% compared to HKD 63.79 billion in the same period of 2024 [1] - Overall operating profit was HKD 34.08 billion, down 6% from HKD 36.13 billion year-on-year [1] - Shareholders' basic net profit was HKD 11.91 billion, a decline of 7% from HKD 12.81 billion in 2024 [1] Property Sales - Property sales revenue fell significantly to HKD 1.61 billion, down 87% year-on-year, with mainland property sales at HKD 0.1 billion (down 60%) and Hong Kong property sales at HKD 1.51 billion (down 87%) [1] Hotel Business - The hotel segment showed strong performance with revenue of HKD 1.29 billion, an increase of 84% year-on-year, all derived from mainland operations [1] - The Shenyang Conrad Hotel generated HKD 0.62 billion (down 3%), while the newly opened Kunming Hyatt Hotel achieved HKD 0.57 billion in revenue [1] Rental Income - Rental income remained stable, decreasing only 3% to HKD 49.12 billion, despite a slowdown in consumer and office demand in Hong Kong and mainland China [2] - Shanghai Hang Lung Plaza was the top performer with revenue of HKD 8.22 billion, significantly higher than other locations [2] Office Market Performance - The office rental market faced challenges with declining occupancy rates across several properties, attributed to oversupply [3] - Shanghai Hang Lung Plaza's income dropped 7% due to market pressures, with occupancy falling to 82% [3] Future Developments - The company has signed a 20-year operating lease with Baida Group for the Hangzhou department store, which will increase retail space by 40% [4] - The total value of properties available for lease and sale is HKD 261.37 billion and HKD 81.18 billion, respectively, including various development projects [5] - The Hangzhou project is expected to open in mid-2026, with a pre-leasing rate of 81% [6]
九连涨!阿迪达斯二季度大中华区营收又涨11%
Guan Cha Zhe Wang· 2025-07-30 13:26
这其中,大中华区的业绩表示尤其抢眼,二季度营收达到7.98亿欧元,同比上升11%,而上半年阿迪达 斯品牌大中华区营收更达到18.27亿欧元,同比增长13%。 这已经是大中华区连续9个季度出现业绩上行,阿迪达斯全球CEO古尔登表示,公司在不同的市场业 务,需要贴近消费者和当地文化,为每个市场提供合适的产品和相关的营销:"目前的全球增长以及在 大中华区、韩国、日本等市场的成功,证明了这一的战略的有效性。" 在精英运动员赞助上,阿迪达斯在多场马拉松赛事上助力吴艳妮、谢震业、石雨豪等知名运动员,合作 运动员潘展乐在全国游泳冠军比赛中拿下9块金牌、王欣瑜拿下WTA500柏林赛亚军,都进一步增加品 牌曝光度。 在城市线下活动中,例如支持的2024-2025全国青少年校园足球联赛、创办的"火拼"篮球草根联赛,通 过线下活动持续增加在运动爱好者中的影响力。 另外,阿迪达斯在国内积极参与"首发消费",例如在安福路开业了上海首家三叶草全球旗舰店,并全球 首发了三叶草宠物系列产品。另外,还和陈冠希、Caroline Hu(胡颖琪)等设计师合作,为Samba等薄底 鞋加入潮流元素,激发消费者的关注度。 认准大中华区市场的阿迪达斯,今 ...
抖音走出的AI科学家:U航与百万“电子股东”共创人脸机器人革命
Guan Cha Zhe Wang· 2025-07-30 12:36
(文/刘媛媛 编辑/周远方) 未来的机器人到底应该是什么模样?这一命题在刚刚落下帷幕的 2025 世界人工智能大会(WAIC) 上,有了令人耳目一新的答案。 聚光灯下,一位年轻的95后科技创业者站在领奖台上。他身后的大屏幕中,名为"Emo"的人脸机器人正 对着观众微笑。该表情并非预设程序,而是机器人通过AI预测人类情绪后,同步生成的"共情反应"。 这位获奖者,正是抖音精选科技创作者"U航"(本名胡宇航)。他带来的《人机面部协同表达》不仅斩 获WAIC青年优秀论文奖(提名奖),更让公众看到了一种可能:当冰冷的机械被赋予"表情灵魂",人 机交互的边界正在被重新定义。 而更令人惊叹的是,这项前沿技术的诞生,竟与抖音评论区里百万网友的"脑洞"息息相关。自今年5月 U航在抖音账号首发"Emo"后,引发了不少网友的追更,系列视频总播放量达到约1.5亿次,每条视频下 都有网友认真讨论未来应用场景,为其提供专业的建议和天马行空的灵感。 在哥伦比亚大学读博期间,他的研究就瞄准了一个核心命题:如何让机器人摆脱 "表情僵硬""交互机 械"的传统困境。彼时,学界对人脸机器人的探索常困于"恐怖谷效应",即越像人却越显诡异,根源在 于机 ...
“中国电动汽车帮助尼泊尔改善空气质量,为发展中国家带来新希望”
Guan Cha Zhe Wang· 2025-07-30 12:28
Group 1 - The electric vehicle market in Nepal has experienced explosive growth, with 76% of imported electric vehicles in the fiscal year 2023-2024 coming from China [1] - The Nepalese government is actively promoting the transition to electric vehicles to reduce reliance on imported fossil fuels and improve air quality, with electric vehicles accounting for 76% of all passenger car sales and 50% of light commercial vehicle sales in the past year [1][3] - The Nepalese Customs data indicates that nearly 70% of electric vehicles imported last year were from China, highlighting the significant role of Chinese manufacturers in this market [1] Group 2 - Following a dispute with India in 2015, Nepal's oil imports decreased sharply, prompting the government to invest heavily in hydropower and electrical infrastructure to provide affordable, pollution-free electricity [3] - To encourage electric vehicle adoption, the Nepalese government implemented various incentives, including a total tax rate of 40% for electric vehicles compared to 180% for fuel vehicles [3] - The Nepal Electricity Authority has established 62 charging stations, and the government has allowed anyone to build charging facilities while significantly reducing tariffs on imported charging equipment [3][4] Group 3 - Many businesses in Nepal, including hotels and restaurants, have begun installing charging stations, indicating a growing acceptance of electric vehicles [4] - Initially skeptical, car dealers in Nepal have recognized the potential of electric vehicles, with one dealer reporting a significant increase in sales after the introduction of models suited for Nepal's terrain [5] - The competitive pricing of Chinese electric vehicles is making it difficult for Indian manufacturers to compete, as noted by local dealers [5] Group 4 - Despite the growth in electric vehicle adoption, many Nepalese still rely on inexpensive motorcycles and gasoline or diesel buses, indicating a need for more electric buses to address air pollution [7] - The Nepalese government has allocated approximately $22 million for the purchase of electric buses, with state-owned company Sajha Yatayat operating 41 new energy buses in the past two years [7] - Nepal's approach to electric vehicle adoption contrasts with the policies of the US and EU, which are attempting to curb the Chinese electric vehicle industry, offering a hopeful model for developing countries seeking economic growth while avoiding severe pollution [7]