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张口就来,美方扬言:这个中亚国家矿多,要挤走中企
Guan Cha Zhe Wang· 2025-07-31 09:52
张口就来,美国又盯上这个中亚邻国,扬言:这矿多,要挤走中企 【文/观察者网 阮佳琪】 据中国新闻网消息,美国总统特朗普7月向近20多个国家寄出关税信函,哈萨克斯坦是其中唯一一个中 亚国家,被加税25%。新关税措施将于8月1日起生效。 这一"棍"打得哈萨卡斯坦颇感费解,因为该国与中俄接壤,与美国的贸易量并不多。美国贸易代表办公 室数据也显示,去年两国货物贸易总额约为34亿美元,美国贸易逆差为13亿美元。 特朗普此举的深层用意,被认为与哈萨克斯坦的矿产资源密切相关:该国坐拥丰富的关键矿物及稀土资 源,同时正与中国深化合作,而急于摆脱对华依赖的美国对此类矿产的需求极为迫切。 美国对哈萨克斯坦的资源觊觎,在特朗普提名的新任驻哈大使朱莉・斯塔夫特(Julie Stufft)的听证会 发言中更显直白。 当地时间周二(29日),斯塔夫特在参议院确认听证会上表示,如果她的提名获批,她的优先事项是对 抗中国和俄罗斯在哈萨克斯坦的影响力,并支持该国拓展替代出口路线。 当被问及如何推动美国对哈萨克斯坦的矿产资源合作,以实现供应链多样化时,斯塔夫特说,"哈萨克 斯坦不仅是美国的商业伙伴,在关键矿产领域合作也至关重要。这不仅关乎贸易政 ...
iPhone外观终于要变了?还有五款配色
Guan Cha Zhe Wang· 2025-07-31 09:51
图源X.com(原Twitter) 7月30日,博主@Sonny Dickson分享了一组iPhone 17的机模照片,展示了新机的多款配色,其中橙色首次出现。 博主@Sonny Dickson展示新机颜色 他配文道:"iPhone 17彩色机模抢先看,今年新的橙色真的抢眼,绝对是一个大胆的新增配色,大家有啥想法?" 除了橙色之外,在Pro、Pro Max版本上还有经典的黑、白以及深蓝。 iPhone 17 Pro Max的可能颜色图片来源:AppleInsider 根据Appleinsider说法,Pro、Pro Max还有一款棕色,这样以来共计有5款配色。 Air机型则提供了金色、浅蓝以及粉色。 据Macrumors7月24日报道,2025年可能会带来自2017年iPhone X以来iPhone设计的最大更新之一,据传苹果计划推出全新的iPhone 17"Air", 其设计更薄、显示屏尺寸更大、相机外观不同等等。 预计2025年将推出四款机型:iPhone 17、iPhone17 Pro、iPhone 17 Pro Max和新款iPhone 17 Air。iPhone 17 Plus不会发布,苹果取消了P ...
瑞幸咖啡2025二季度财报:净收入123.59亿元,新开门店2109家
Guan Cha Zhe Wang· 2025-07-31 09:24
Core Insights - Luckin Coffee reported strong performance in Q2 2025, with total net revenue reaching 12.359 billion RMB, a year-on-year increase of 47.1% [1] - The company's GAAP operating profit grew by 61.8% year-on-year to 1.7 billion RMB, with an operating profit margin of 13.8% [1] - The number of new stores opened in Q2 was 2,109, bringing the total number of stores globally to 26,206 [1] Financial Performance - Total net revenue for Q2 2025 was 12.359 billion RMB, reflecting a 47.1% year-on-year growth [1] - GAAP operating profit reached 1.7 billion RMB, up 61.8% year-on-year, with an operating profit margin of 13.8% [1] - The GMV for the quarter was 14.179 billion RMB [1] Store Operations - Self-operated store revenue was 9.136 billion RMB, a 45.6% increase year-on-year, with same-store sales growth of 13.4% [1] - Operating profit from self-operated stores was 1.922 billion RMB, up 42.3% year-on-year [1] - Revenue from franchise stores increased by 55.0% to 2.867 billion RMB [1] Market Expansion - The company opened 2,109 new stores in Q2, with 2,085 of those in China, bringing the total number of stores in China to 26,117 [1] - The total number of international stores reached 89, with 63 in Singapore, 2 in the USA, and 24 franchise stores in Malaysia [1] Customer Growth - The average monthly transacting customer count grew by 31.6% year-on-year to 91.7 million, setting a new historical high [2] - Cumulative transaction customer count surpassed 380 million by the end of Q2 [2] Supply Chain Development - The fourth roasting factory, Luckin Coffee (Xiamen) Innovation Industrial Park, began construction in June, expected to increase annual coffee roasting capacity to 155,000 tons [2] ESG Initiatives - The company received LEED v4 ID+C Platinum certification for its flagship store in Beijing and LEED BD+C Platinum certification for its roasting base in Jiangsu [2] - The Yunnan Baoshan fresh fruit processing plant was certified as an "eco-friendly factory (demonstration)" by the World Wildlife Fund [2] Strategic Focus - The company aims to continue focusing on market share growth, leveraging scale advantages, product innovation, and user insights to adapt to changing market conditions [2]
国内首个光互连光交换GPU超节点发布,将实现2000卡规模部署
Guan Cha Zhe Wang· 2025-07-31 09:12
Core Viewpoint - The launch of the LightSphere X marks a significant advancement in AI computing infrastructure in China, utilizing innovative optical interconnect technology to enhance GPU performance and scalability [1][6][8] Group 1: Product Launch and Technology - The LightSphere X is the first optical interconnect GPU supernode in China, developed by Shanghai Yidian, Xizhi Technology, Biran Technology, and ZTE [1] - It employs distributed optical switching technology and silicon photonics to create a high-bandwidth, low-latency computing cluster [1][4] - The supernode architecture integrates GPU resources to form a unified computing entity, facilitating the transition to a "ten-thousand card collaborative" era in computing [3][4] Group 2: Technical Advantages - LightSphere X overcomes traditional power limitations of single cabinets by utilizing optical interconnects, allowing for flexible expansion and reduced deployment costs [3][4] - The distributed optical circuit switch (dOCS) technology enhances system flexibility and scalability, enabling real-time topology reconstruction and dynamic adjustment of supernode size based on computational needs [4][5] - The GPU module features a powerful architecture with liquid cooling, supporting high throughput for large model training while ensuring low-latency inference [5] Group 3: Ecosystem and Future Development - LightSphere X aims to build a fully autonomous computing ecosystem, providing a robust foundation for AI development in China [7][8] - The system is designed to be open and compatible with various interconnect protocols, mitigating risks of ecosystem lock-in [7] - The collaborative framework of "open protocols + autonomous technology + self-developed software" establishes a closed-loop system for technological and ecological autonomy [8]
免签裂变:“下班就飞中国”的韩国人VS “拉动韩国GDP”的中国客
Guan Cha Zhe Wang· 2025-07-31 08:51
【文/观察者网 王勇 编辑/赵乾坤】 随着我国持续优化签证政策,"免签朋友圈"不断扩容。根据外交部网站数据,2025年上半年,外国人入出境数量稳步增长,达3805.3万人次,同比上升 30.2%;其中,免签入境外国人1364万人次,同比上升53.9%。 7月30日,国家移民管理局外国人管理司负责人柳佳在国务院新闻办公室举行的"高质量完成'十四五'规划"系列主题新闻发布会上表示,目前,中国已与29 个国家实现全面互免签证,对46个国家实行单方面免签,对55个国家实行240小时过境免签,覆盖73个城市99个对外开放口岸。 自2024年11月中国对韩国持普通护照人员试行免签政策以来,韩国赴中国旅行的人数迅速攀升,上海、大连、青岛、重庆、昆明、张家界等地因"韩国游客 激增"而屡次登上互联网热搜榜。 从周末游到孝道游,这些地方挤满韩国游客 根据韩国法务部此前发布的统计数据,2024年韩国赴中国游客数量较前一年增长115.6%;2025年1至4月,赴中国旅行的韩国游客达91.2万人次,比去年同期 增长48.5%。韩国旅游业界普遍认为,预计下半年韩国赴华旅客数量将继续攀升。 韩国《亚洲日报》日前报道称,上海正在成为韩国游客 ...
对话万联易达副总裁:产业AI应用将变成新型基础设施
Guan Cha Zhe Wang· 2025-07-31 07:53
Core Insights - The article highlights the emergence of artificial intelligence (AI) as a transformative force in various industries, with 2025 being identified as a pivotal year for AI breakthroughs [1] - Wanlian Yida Group is positioned as a benchmark enterprise in the integration of AI with the industrial internet, focusing on creating a comprehensive AI solution that spans over 90 industries [1][2] Company Overview - Wanlian Yida was established in 2018 and has evolved from a traditional logistics service provider to an integrated industrial internet ecosystem operator, encompassing AI applications, commodity trading, logistics, and financial services [1][4] - The company aims to build a new industrial internet ecosystem with four main components: AI applications, commodity trading, logistics, and financial services [4][5][6] AI Strategy - The company emphasizes that its AI initiatives are not merely about applying technology to industry but about enabling AI to understand industrial logic and improve response accuracy to industry-specific challenges [2][7] - Wanlian Yida is developing a comprehensive industrial model that will cover over 90 industries, focusing on enhancing operational efficiency and quality for various enterprises [7][8] Data and Decision-Making - The core of the comprehensive industrial model is to shift from experience-driven to data-driven decision-making, thereby unlocking efficiency across the entire supply chain [8][9] - The model will utilize real-time data from various sources, including supply chain and production data, to provide actionable insights for businesses [8][9] Future Trends - The future of industrial AI is expected to evolve from single-point optimization to holistic collaboration across the entire supply chain [11] - There is a shift from data-driven approaches to intelligent decision-making, with AI moving towards autonomous decision-making capabilities [11][12] - The development of industrial AI is being driven by both policy support and market demand for cost reduction and efficiency improvement [12]
华为开源自研编程语言“仓颉”
Guan Cha Zhe Wang· 2025-07-31 07:23
华为首次发布仓颉编程语言,是在2024年6月。当时华为在介绍"纯血鸿蒙"时提到,该系统实现了操作系统内核、文件系统、编程语言、编译器/运行时、编 程框架等核心技术全栈自研。 (文/观察者网 吕栋 编辑/张广凯) 7月31日,观察者网从知情人士获悉,华为已在代码托管服务平台Gitcode上正式开源自研仓颉编程语言,开源内容包括编译器、运行时和标准库等。 根据官网介绍,仓颉编程语言是一款面向全场景智能的新一代编程语言,主打原生智能化、天生全场景、高性能、强安全,主要应用于鸿蒙原生应用及服务 应用等场景中。 图源:非官方社区"开源仓颉" 过去数年,华为曾开源多个自研核心软件,包括操作系统OpenHarmony和openEuler,数据库OpenGauss,AI框架MindSpore,大数据与中间件CarbonData等 等,盘古大模型也实现了部分开源。 今年7月,工信部相关负责人曾表示,中国开源体系建设不断完善,多家科技企业推出一批开源软件成果,比如仓颉编程语言、星环车载操作系统、文心大 模型等加速发展。 鸿蒙操作系统核心技术 图源:观察者网 观察者网注意到,南京大学官网一篇文章提到,2019年,华为启动仓颉编程语 ...
沪指3600点得而复失,全市场超4200只个股飘绿
Guan Cha Zhe Wang· 2025-07-31 07:23
Market Overview - The market experienced a mixed performance with significant volatility, as the three major indices all fell by over 1% on July 31, 2023. The Shanghai Composite Index closed at 3573.21 points, down 1.18%, the Shenzhen Component Index at 11009.77 points, down 1.73%, and the ChiNext Index at 2328.31 points, down 1.66% [2]. Sector Performance - The innovative drug concept saw a rebound, with stocks like Nanjing New Pharmaceutical hitting the daily limit [1]. - AI applications remained active throughout the day, with stocks such as Yidian Tianxia also reaching the daily limit [1]. - AI hardware stocks showed mixed results, but the liquid cooling server concept was strong, with companies like Invec hitting the daily limit [1]. - Conversely, cyclical sectors such as steel and non-ferrous metals collectively weakened, with Anyang Steel dropping over 7% [1]. - The financial sector was sluggish, with Zhongyin Securities falling over 5% [1]. Trading Volume and Stock Movement - The total trading volume in the Shanghai and Shenzhen markets reached 1.94 trillion yuan, an increase of approximately 917.56 billion yuan compared to the previous trading day [2]. - Out of the total stocks, 1061 rose while 4287 fell, with 49 stocks hitting the daily limit up and 6 hitting the limit down [2]. Sector Highlights - The sectors that performed well included liquid cooling servers, assisted reproduction, Google, biopharmaceuticals, chemical pharmaceuticals, and computers [1]. - Sectors that faced declines included aquaculture, PTA, iron ore, energy metals, steel, and minor metals [1].
【直播集锦】陈勉诺:没有人一开始就是高手,像Robomaster这样的大赛越多越好
Guan Cha Zhe Wang· 2025-07-31 06:43
本文系观察者网独家稿件,未经授权,不得转载。 陈勉诺:没有人一开始就是高手,像Robomaster这样的大赛越多越好,且要让不同年龄段的人都能参与 进来。 ...
【直播集锦】陈勉诺:机器人领域有很多问题还没有被有效解决,期待有针对这些问题的比赛
Guan Cha Zhe Wang· 2025-07-31 06:43
陈勉诺:机器人领域有很多问题还没有被有效解决,期待有针对这些问题的比赛,发挥参赛者的创造 力,为业界解决实际问题。 本文系观察者网独家稿件,未经授权,不得转载。 ...