Core Insights - AI technology is fundamentally reshaping the future of computing and industry, marking the arrival of a new industrial revolution driven by "AI factories" [1] - Traditional data centers are evolving into AI factories that generate "intelligent tokens," providing power across various industries [1] - NVIDIA's new architecture, Blackwell, is designed to meet the increasing inference demands of AI models, achieving a significant performance leap [1] Group 1 - Huang Renxun predicts the next phase of AI, termed Agentic AI, which will understand tasks, reason, plan, and execute complex tasks, with robots as its physical embodiment [2] - The demonstration of a robot named "Greg" showcased the ability to learn and interact within a digital twin environment before being deployed in the physical world [2] - Major companies like BMW, Mercedes-Benz, and Toyota are utilizing Omniverse to create digital twins of their factories or products [2] Group 2 - NVIDIA has made significant progress in quantum computing, viewing it as a pivotal moment, and plans to connect quantum processors (QPU) with GPUs for enhanced computational tasks [2] - The entire cuQuantum quantum computing algorithm stack is now capable of accelerating on the Grace Blackwell system [2] - Huang Renxun emphasized deep collaboration with European partners, including the establishment of a large AI cloud with French company Mistral and partnerships with Schneider Electric for future AI factory design [2] Group 3 - NVIDIA is establishing AI technology centers in seven different countries to promote local ecosystem development and collaborative research [3] - A new computing era has begun, with NVIDIA providing a full-stack platform from chips to software and AI models to empower global developers and enterprises [3]

Core Insights - Huawei officially launched the WATCH 5 series, featuring the HarmonyOS 5.1 system and starting prices of 2699 yuan for the 42mm version and 2799 yuan for the 46mm version [1][2] Group 1: Product Features - The WATCH 5 series integrates an NPU processing unit for enhanced AI interaction [1] - It introduces X-TAP sensing technology and a multi-sensing module, enabling fingertip health detection, including real-time blood oxygen monitoring and 24-hour hypertension risk assessment [1] - The device can monitor 17 health metrics and includes a pressure sensor with 10 levels of sensitivity [1] Group 2: Design and Materials - The design follows a minimalist, streamlined approach with a spherical sapphire glass [1] - The 46mm version offers aerospace-grade titanium alloy, while the 42mm version uses 904L stainless steel, with an additional 316L stainless steel option [1] Group 3: Software and Connectivity - The WATCH 5 series supports HarmonyOS 5.1 and features AI gesture algorithms for smart interactions, such as answering calls and controlling video playback [2] - It includes features for smart control of vehicles and home devices, becoming the first smartwatch to support car key functions [2] - The device utilizes eSIM technology and supports 5G connectivity, with a 25% improvement in signal strength compared to previous models [2] Group 4: Battery Life - The WATCH 5 series employs high-silicon stacked battery technology, achieving a 26% increase in space utilization and a 37% increase in energy density [2] - The 46mm version offers approximately 4.5 days of battery life in full mode and up to 11 days in power-saving mode, while the 42mm version lasts 3 days in full mode and 7 days in power-saving mode [2]

特朗普的美国制造政策或迎来首个胜利 凤凰网科技讯 北京时间6月11日，据《日经亚洲》报道，美国总统特朗普力推的"美国制造"战略将迎来 首个胜利。富士康目前正积极在美国扩大AI服务器产能，大幅提高美国制造的GPU模块的占比。与此 同时，其他AI服务器供应商也积极在美国布局。 在得州休斯顿的富士康制造中心，数百名建筑工人和工程师正夜以继日地工作，努力扩大该公司在美国 的AI服务器产能。 作为英伟达的重要供应商，富士康正在美国进行大规模扩张，计划将相当大的一部分(两位数百分 比)GPU模组和主板转移至美国生产。目前，该公司超过90%的此类关键组件仍在中国台湾地区制造。 "休斯顿是我们的首要任务，因为目前GPU模块和主板大多在中国台湾生产。"富士康高管对《日经亚 洲》表示。 对于富士康来说，在当前地缘政治不确定性加剧的情况下，在美国生产这些组件有助于公司及其客户提 高供应链的韧性。 这对于特朗普来说也是一场胜利。这位美国总统一直通过实施高额关税，大力推动"美国制造"政策。他 在这一领域最引人注目的举措，便是针对苹果公司，威胁对进口的iPhone征收25%关税。 AI服务器或成美国制造首个成功案例 此外，台达电子、光宝 ...

Core Viewpoint - Luckin Coffee is set to launch its most significant international expansion by opening a store in downtown Manhattan, New York, despite past challenges including being delisted from NASDAQ due to a financial scandal [1][2]. Group 1: Company Expansion - Luckin Coffee has rapidly expanded in China, surpassing Starbucks with over twice the number of stores [1][2]. - The company plans to adopt a flexible and localized approach for its overseas expansion, particularly in the competitive U.S. market [3]. - Following its entry into Singapore, Hong Kong, and Malaysia, the opening in Manhattan represents a major step in its international growth strategy [1][2]. Group 2: Competitive Landscape - The entry into New York mirrors the strategy of its competitor, Koolearn Coffee, which has also opened stores in Brooklyn and Manhattan [2]. - Analysts note that New York is a challenging market due to its saturation and competition, but it offers a diverse consumer base [2][5]. - Both Luckin and Koolearn are expected to maintain lower prices than Starbucks in the U.S., although the price gap may be smaller than in China [4]. Group 3: Business Model and Challenges - Luckin's business model relies on technology, allowing customers to order via popular apps, which enhances efficiency compared to traditional coffee shop experiences [2]. - The company has successfully launched innovative products, such as a collaboration with Moutai, selling over 5.4 million cups on its first day [2]. - Challenges include higher operational costs in New York, such as wages and tariffs, which could impact pricing strategies [5][6]. Group 4: Market Perception - Younger American consumers may have a different perception of Chinese brands compared to older generations, potentially viewing affordable coffee from Chinese chains as appealing [6]. - Analysts emphasize the need for Luckin to attract a broad customer base to ensure long-term success, rather than being seen as a novelty [6].

凤凰网科技讯 北京时间6月9日，据《金融时报》报道，英国首相斯塔默周一承诺将再投入10亿英镑， 以提升英国的AI算力。不过，英伟达CEO黄仁勋(Jensen Huang)警告称，英国缺乏利用其AI潜力所需的 数字基础设施。 周一，黄仁勋与与斯塔默一同出席了"伦敦科技周"开幕式。黄仁勋称赞英国在AI行业所处的位置"恰到 好处"：既拥有"了不起"的AI研究人才，又是除美国和中国之外全球私人AI投资规模最大的国家。 "英国的AI生态系统已经具备了腾飞的一切条件，"黄仁勋表示，"它只缺少一样东西。令人惊讶的是： 这是全球最大的AI生态系统(之一)，但却没有自己的基础设施。" 就在黄仁勋做出这一表态前不久，斯塔默宣布将"大幅提升英国AI引擎规模和算力"，承诺追加10亿英镑 资金，以"将英国的算力提升20倍"。 周一，英伟达宣布将在布里斯托设立一个新的AI技术中心，用于培训开发者构建AI模型、机器人技术 及其他相关技能。此外，英伟达还将与英国本土企业共同成立一个名为"英国主权AI产业论坛"的新组 织，成员包括英国宇航系统公司、英国电信以及渣打银行，以推动AI的加速普及。此外，英伟达还正 在与英国金融行为监管局以及金融科技 ...

目前，苹果正在为WWDC做准备。这是苹果每年一度聚焦软件的盛会，备受果粉和投资者的关注。 周一，开发者们将齐聚加州库比蒂诺的苹果园区。届时，苹果CEO蒂姆·库克(Tim Cook)和其他高管将发 表备受瞩目的主题演讲。苹果往往会在WWDC上发布激动人心的产品，例如Apple Vision Pro头显以及 最新iPhone操作系统iOS的预览版本。 内忧外患 然而今年，在这个重要时刻，苹果面临三大挑战：美国对华关税、已然落后的苹果AI技术，以及外界 对其硬件长期战略的质疑。 苹果在2025年的开局并不顺利。该公司陷入了与应用商店相关的法律诉讼，突如其来的关税引发供应链 混乱，在中国这一iPhone销售和制造的关键市场也持续面临挑战。 WWDC 2025即将开幕 凤凰网科技讯 北京时间6月9日，美国太平洋时间周一10点(北京时间周二凌晨1点)，苹果年度全球开发 者大会(WWDC)将拉开帷幕。《商业内幕》对此发文称，苹果正以不太理想的状态迎接这场夏季盛会， WWDC将是该公司的一次"重要机遇"。 在今年5月初的财报电话会议上，库克告诉投资者，预计苹果将在截至6月的一季度承担9亿美元的关税 成本。然而在5月23日，美 ...

Core Insights - The Zhiyuan Research Institute launched the "Wujie" series of large models, including Emu3, Brainμ, RoboOS 2.0, RoboBrain 2.0, and OpenComplex2, at the 2025 Beijing Zhiyuan Conference [1] Group 1: Emu3 and Brainμ Models - Emu3 is a native multimodal world model that utilizes a next-token prediction paradigm for unified multimodal learning, allowing for the encoding of images/videos into discrete symbol sequences [2] - Brainμ, built on the Emu3 architecture, integrates brain signals as a new modality, enabling a single model to perform various neuroscience tasks, potentially becoming the "AlphaFold" of brain science [2][3] Group 2: RoboOS 2.0 and RoboBrain 2.0 - RoboOS 2.0 is the world's first open-source framework for embodied intelligence SaaS platforms, significantly reducing development barriers and improving performance by 30% compared to its predecessor [4] - RoboBrain 2.0 enhances multi-agent task planning capabilities, achieving a 74% improvement in task planning accuracy over RoboBrain 1.0 [5] Group 3: OpenComplex2 Model - OpenComplex2 represents a breakthrough in modeling biological molecules, capturing molecular interactions at atomic resolution and providing insights into the relationship between microscopic fluctuations and macroscopic biological functions [6][7] Group 4: Open Source Initiatives - Zhiyuan has open-sourced approximately 200 models and 160 datasets, with the FlagOS software stack upgraded to support various AI hardware and improve performance by up to 23% [8] Group 5: Applications and Collaborations - The Brainμ model has shown potential in consumer-grade brain-computer interface applications, collaborating with leading neuroscience laboratories and companies to expand its industrial applications [3][11] - The development of a digital twin heart and a drug safety evaluation platform demonstrates the application of advanced modeling techniques in pharmacology and personalized medicine [12]

马斯克的财富在周四遭遇了重大损失，但这可能还未完全反映他财富所受到的全部冲击，因为这当中并 未计入他那些私人企业的估值变化。这些企业已成为他净资产中日益重要的组成部分。 例如，SpaceX是全球估值最高的未上市私人创业公司，去年12月在一笔内部股票出售交易中的估值达 到3500亿美元，为马斯克的财富增加了500亿美元。这笔交易在一定程度上反映了外界对马斯克与特朗 普政府的关系可能带来利好的乐观预期。根据彭博政府(Bloomberg Government)的数据，自2000财年以 来，SpaceX和特斯拉从联邦政府非机密合同中获得的收入为225亿美元。(作者/箫雨) 虽然马斯克目前仍是世界首富，拥有高达3345亿美元的净资产，也经历过多次财富大跌的情况，但这一 次与特朗普的交锋，风险前所未有。特朗普已威胁称，要终止马斯克旗下公司获得的政府合同，这可能 会对特斯拉和SpaceX的收入造成沉重打击。 马斯克的财富下滑9.2% 凤凰网科技讯 北京时间6月6日，据彭博社报道，当地时间周四，埃隆·马斯克(Elon Musk)在网上与美国 总统特朗普的激烈公开争执不断侵蚀着他的"世界首富"光环。 结果，截至周四收盘，特斯拉 ...

中国铁塔董事长张志勇 重庆长安汽车董事长兼党委书记朱华荣 凤凰网科技讯 6月5日，亚太地区最具影响力的移动技术展会2025MWC上海将于6月18日至20日在上海 新国际博览中心举办。本届展会将聚焦5G、人工智能与物联网技术的深度融合。 已确认参会并发表主旨演讲嘉宾包括： AI Club Asia执行董事高博 中国移动董事长杨杰 荣耀首席执行官李健 华为副董事长、轮值董事长徐直军 新加坡电信国际数字服务首席执行官叶安娜 中兴通讯首席发展官崔丽 本届展会的核心亮点是全新设立的GSMA创新高地展区，该展区位于N2场馆，集中展示中国科技企业 在技术边界上的突破性创新。峰飞航空科技将展出具备垂直起降能力的"空中出租车"盛世龙eVTOL，小 马智行则通过沉浸式VR技术让观众体验其在北京和广州运营的自动驾驶出租车系统。 人工智能终端设备成为展会重要组成部分。荣耀将展示其最新AI消费终端和智能手机产品，而乐聚机 器人、卓益得机器人、宇树科技和智元机器人等企业将带来智能人形机器人和无人机技术展示。 展会期间还将举办多项专业活动。2025年世界机器人大赛选拔赛首次登陆MWC上海，该赛事每天在场 馆内进行，旨在培育机器人领域的创新 ...

Switch 2 凤凰网科技讯 北京时间6月5日，任天堂Switch 2游戏机周四正式在全球上市。据路透社报道，由于玩家 们对这款性能更强大的下一代游戏机的需求积压已久，Switch 2预计将在全球范围内出现供应短缺的情 况。 "Switch 2的市场需求似乎高得惊人。"日本游戏顾问公司Kantan Games创始人塞尔坎·托托(Serkan Toto) 表示。 初代Switch在2017年推出，接替表现不佳的Wii U。这款家用主机与掌机二合一设备凭借两款《塞尔达 传说》游戏以及爆红的《集合啦！动物森友会》等游戏，成为了游戏机领域中的爆款。 "数量庞大的Switch用户群体，应该会让新机在生命周期初期的普及速度更快。任天堂这次在应对高需 求方面也做了更充分的准备。"分析公司Ampere Analysis分析师皮尔斯·哈丁-罗尔斯(Piers Harding-Rolls) 表示。 Switch 2与其前代产品有许多相似之处，但配备了更大的屏幕，更强的图形性能，而且其首发游戏包括 《马里奥赛车世界》等。 在美国总统特朗普发动全球贸易战的背景下，Switch 2的上市也是对任天堂供应链管理能力的一次考 验。任天堂 ...