Groq CEO罗斯与黄仁勋 凤凰网科技讯北京时间12月30日，英伟达已经收购了AI芯片创业公司Groq的主要资产，只不过以"授权 协议"的名义来规避反垄断审查。《华尔街日报》周一披露了这笔交易的更多细节。 据知情人士透露，英伟达将支付200亿美元与Groq达成一项非排他性授权协议，其中约130亿美元已汇 至该创业公司，其余款项将于未来几个月内支付。有知情人士表示，交易总金额包含跳槽英伟达的 Groq员工股权激励方案。 知情人士称，此前曾在谷歌工作并协助开发TPU芯片的Groq创始人罗斯，已获得价值至少数亿美元的英 伟达股权激励。罗斯持有Groq约10%的股份，按照英伟达交易的名义价值计算，这部分股权价值20亿美 元。 作为协议的一部分，罗斯、Groq总裁桑尼.马德拉(Sunny Madra)和其他高管将加入英伟达，协助推进并 发展该授权技术。 其他有望获得可观回报的投资者还包括Groq最大外部投资者、风投机构Disruptive(该公司在最近一轮融 资中以69亿美元估值领投了Groq)，以及查马斯.帕里哈皮蒂亚(Chamath Palihapitiya)的Social Capital、贝 莱德集团和小唐纳德 ...

Core Viewpoint - The recent surge in metal prices, particularly silver, has faced a significant correction, with notable declines in both futures and spot markets for silver, gold, platinum, and palladium [1][3]. Group 1: Market Movements - Spot silver initially rose nearly 6% but then fell over 8%, with an intraday drop of nearly 11%, resulting in a volatility exceeding 16 percentage points [1]. - Spot gold and Comex gold experienced a decline of nearly $200, with a daily drop exceeding 4% [3]. - Platinum and palladium saw declines of nearly 13% and over 15%, respectively [3]. Group 2: Margin Adjustments - The CME Group announced an increase in margin requirements for popular contracts including silver, gold, platinum, and palladium, effective after the close on December 29 [3]. - Historically, the CME has raised margins to reduce market disorder risks during periods of speculative trading [4]. Group 3: Historical Context - Previous surges in silver prices in 1980 and 2011 were closely linked to the CME's actions, which included multiple margin increases that led to significant price corrections [4][7]. - The "Hunt brothers' silver crisis" in the 1970s exemplifies how speculative trading can lead to drastic market corrections when exchanges impose trading restrictions [7]. Group 4: Supply and Demand Dynamics - Unlike past speculative-driven surges, the current increase in silver prices is supported by a tightening of physical supply, indicating a structural supply-demand imbalance [8]. - Silver's industrial applications, particularly in solar energy and electronics, contribute to its demand, while its lower price compared to gold makes it attractive to retail consumers [8]. - The total value of silver stored in London is approximately $65 billion, significantly smaller than gold's nearly $1.3 trillion, which affects market liquidity and stability [10].

Market Performance - The U.S. stock market indices collectively declined due to heightened tensions from significant fluctuations in commodity prices, with the S&P 500 down 0.35% to 6905.74 points, the Nasdaq Composite down 0.5% to 23474.35 points, and the Dow Jones Industrial Average down 0.51% to 48461.93 points [1] - The mining sector experienced a collective drop, with First Majestic Silver down 4.13% and Newmont Mining down 5.64%, while lithium giant Albemarle fell by 3.62% [2] Commodity Market - Silver futures on Comex saw extreme volatility, reaching a high of $82 per ounce before plummeting to $71.6, marking a decrease of 7.20% [4] - Analysts suggest that precious metals have been severely overbought, and the recent declines may present a buying opportunity in the coming weeks [4] Company News - SoftBank Group announced a $4 billion acquisition of data center investment company DigitalBridge, marking a significant step in its artificial intelligence strategy [10] - Citigroup expects to record an after-tax loss of approximately $1.1 billion in Q4 related to the sale of its Russian business, with the transaction anticipated to complete next year [11] - Meta has acquired AI startup Manus, which was originally founded in China and later moved to Singapore, although financial terms of the deal were not disclosed [12] Sector-Specific Developments - Lululemon is facing a rare power struggle as founder Chip Wilson seeks to remove the current board, emphasizing the need for visionary leadership to drive the company's next phase of success [9] - Novo Nordisk has lowered the price of its weight loss drug semaglutide in China, following the impending expiration of its patent, with local companies preparing to introduce cheaper generic alternatives [8] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.67%, with notable declines in Alibaba (down 2.46%) and JD.com (down 0.44%), while NIO and NetEase saw gains of 4.71% and 0.92%, respectively [7]

Group 1 - A fuel explosion occurred outside a car sales service store in Chengdu, resulting in one death and four injuries [1] - The involved store is identified as Anlijie (Chengdu) Toyota Sales Service Co., which has a significant presence in the region [2] - The store's glass facade was shattered due to the explosion, and police were present to maintain order at the scene [2] Group 2 - Anlijie was established in 1996 with a registered capital of 62 million RMB, fully owned by Anlijie (China) Investment Co., which is part of the Abdul Latif Jameel Group [3] - The subsidiary, Xing Anlijie, was founded in 2001 with a registered capital of 6 million RMB, and has reported a very low number of employees in recent years [3] - Anlijie has received awards for its performance, including recognition as an outstanding dealer group by FAW-Toyota in 2024 [3][4] Group 3 - Customer reviews on third-party platforms indicate dissatisfaction with Anlijie's sales practices, including misleading pricing and unnecessary service charges [4] - The reasons behind the dispute between the individual and the 4S store are still under investigation [5]

摘要： 超八成消费者倾向选择自营平台，这既是市场自发的选择，也是对行业未来方向的一种提示。 近日，天津市消费者协会联合北京大学电子商务法研究中心、北京阳光消费大数据研究院等机构发布的《网约车服务消费者满意度调查报告》显示，超八 成(80.66%)消费者倾向于选择网约车自营平台，而安全因素成为消费者选择网约车服务的首要考量。 根据报告来看，消费者对自营平台和聚合平台的认知存在明显差异。58.87%的消费者认为自营平台安全审核和主体责任更明确，45.06%的消费者认为其 客服与售后处理更高效。 调查结果显示，网约车已深度融入城市生活，成为基础公共服务的一部分。截至2025年10月31日，全国共有393家网约车平台公司取得经营许可，10月份 共收到订单信息8.92亿单。 本次调查采用问卷调查与体验调查相结合的方式，全面评估网约车服务市场现状。问卷调查阶段回收有效问卷3944份，其中3919名受访者有过网约车消费 经历，样本覆盖广泛。 体验调查则由工作人员以普通消费者身份，在滴滴出行、首汽约车、曹操出行、阳光出行、高德打车、百度打车、腾讯打车、美团打车等8个主流平台进 行全程消费体验，累计完成24个有效体验样本。 调 ...

Core Viewpoint - L&F Co, a South Korean battery materials company, significantly reduced its supply contract with Tesla due to various issues, including delays in the Cybertruck development and changing consumer preferences [1] Group 1: Contract Details - L&F's supply contract with Tesla was initially valued at 3.83 trillion KRW (approximately 26.7 billion USD) but has been drastically cut to only 973 million KRW (about 6,779 USD), representing a 99% reduction [1] - The change in supply quantity is cited as the primary reason for the drastic reduction in the contract value [1] Group 2: Supply Issues - L&F was originally scheduled to supply high-nickel cathode materials for the Cybertruck's battery from January 2024, but the actual supply has been minimal due to delays in the Cybertruck's development [1] - Consumer preference has shifted towards Tesla's Model 3 sedan and Model Y SUV, further impacting L&F's supply volume [1] Group 3: External Influences - The contract has also been affected by macroeconomic policies and issues, including the cancellation of subsidies under the U.S. Inflation Reduction Act [1]

Group 1 - The openGauss community announced that openGauss has achieved a 35.02% market share in China's offline centralized relational database market, with the commercial version accounting for nearly 30% (29.4%) [1] - The community introduced the "1+2" strategy focusing on the development of oGRAC multi-read and multi-write databases, as well as an AI-native multimodal database foundation [1] - The newly released oGRAC multi-master database architecture offers RPO=0 (zero data loss) and RTO<10 seconds for business recovery, with TPCC performance reaching 3.5 million tpmC in a dual-node deployment [1] Group 2 - The Chinese Academy of Sciences Software Research Institute has officially joined the openGauss community council to enhance original innovation in the foundational software sector [2] - openGauss has gathered over 880 industry partners and more than 8,400 developers, with global downloads exceeding 5.5 million [2] - Huawei's Kunpeng Computing Business President reiterated Huawei's commitment to the community, stating that they will share technologies such as modular capabilities and distributed memory with the database ecosystem [2]

Core Viewpoint - The exhibition "Building a Strong Nation Road - Achievements of China's Manufacturing during the 14th Five-Year Plan" showcases significant advancements in China's manufacturing sector, particularly in high-end and intelligent manufacturing, with the AITO M9 electric vehicle highlighted as a key exhibit alongside other major national technological achievements [1] Group 1: Exhibition Highlights - The exhibition features over 300 exhibits, presenting the development achievements of Chinese manufacturing in recent years [1] - The AITO M9, designed by Seres in collaboration with Huawei, represents a breakthrough for domestic brands in the high-end value chain, having delivered over 260,000 units since its launch [1] - The AITO M9 has maintained sales leadership in the 500,000-level luxury car market for 20 consecutive months [1] Group 2: Industry Data - China's new energy vehicle sector has experienced rapid growth during the 14th Five-Year Plan, with production and sales expected to exceed 13 million units in 2024, marking the tenth consecutive year of leading the global market [1] Group 3: Technological Innovations - Seres showcased several core technological achievements at the exhibition, including a multi-in-one super range extension system and a highly integrated seven-in-one electric drive system [2] - The new generation Seres super range extension system, featured in the AITO vehicle, boasts a thermal efficiency of 44.8%, achieving over 3.6 kWh of electricity generation per liter of fuel, while significantly reducing overall fuel consumption and noise perception [2]

凤凰网科技讯 12月29日，特斯拉今日发布Robotaxi年度报告，详细展示了其自动驾驶出租车服务在技术 架构、落地时间表及未来车型量产方面的具体进展。根据公布的信息显示，特斯拉Robotaxi服务已于 2025年6月率先在美国得州奥斯汀落地，并在8月扩展至旧金山湾区。 在核心技术路线上，特斯拉重申了其"纯视觉"方案的坚定立场。视频报告指出，Robotaxi的技术底座完 全基于特斯拉视觉方案（Tesla Vision）与端到端神经网络，车辆在运行过程中不依赖高精地图，也不需 要激光雷达。这一策略旨在通过低成本、可扩展的硬件配置，应对各种复杂的路况环境。画面显示，该 系统目前已采用"全自动驾驶（监督版）"进行数据积累，具备处理从拥堵市区到开阔道路的多种驾驶场 景能力。 马斯克在报告中展望，通过持续的技术迭代，特斯拉致力于构建一个不间断、低成本的无人驾驶网约车 服务网络，这不仅是出行方式的变革，更是对未来城市交通效率的重新定义。 针对市场关注的运营安全与数据积累问题，报告披露了一组关键数据预测：截至2025年10月底，特斯拉 在北美地区的累计自动驾驶行驶里程将超过200万公里。基于庞大的数据训练基础，特斯拉计划在 ...

Core Viewpoint - Xiaopeng Motors has announced the launch of the new P7+, which features the next-generation range extender similar to the X9, claiming to have the longest pure electric range for a range-extended sedan globally [1] Group 1: Product Features - The new P7+ boasts a pure electric range of up to 430 kilometers [1] - The vehicle is equipped with an 800V high-voltage platform architecture and a 5C supercharging AI battery [1] - The comprehensive range for the super range-extended version is set to reach 1550 kilometers, while the pure electric version offers a range of 725 kilometers [1] Group 2: Market Strategy - The P7+ is positioned as a global product, with plans for simultaneous release in 36 countries [1] - The announcement marks the beginning of Xiaopeng Motors' product lineup for 2026, with the P7+ being the first model to be unveiled [1]