凤凰网科技讯 北京时间10月23日，据《华尔街日报》报道，多家量子计算公司正在洽谈向美国商务部 出让股权，以换取联邦资金支持。这表明，特朗普政府正在扩大对其认为是关键经济领域的干预力度。 据知情人士透露，包括IonQ、Rigetti Computing和D-Wave Quantum在内的多家公司正在讨论让美国政府 成为股东，以换取政府为有潜力的科技公司提供的专项资金。Quantum Computing Inc和Atom Computing等其他企业也在考虑类似安排。 知情人士称，这些公司正在争取美国政府为每家企业提供的最低1000万美元资助额度。其他科技公司预 计也将加入这场资金角逐战。 知情人士称，美国商务部副部长保罗·达巴尔(Paul Dabbar)正牵头负责政府与该行业公司的资金洽谈。达 巴尔曾是量子计算行业高管，并担任过能源部官员。商务部的一名官员表示，由达巴尔联合创立并担任 四年CEO的Bohr量子科技公司不在此次资助候选名单之列。 今年8月，美国政府同意利用89亿美元的联邦补助资金收购英特尔近10%的股份，这一安排将使得美国 政府成为英特尔的最大股东。此前，美国已与某稀土材料生产商达成了类似协议， ...

Core Viewpoint - Rivian's autonomous driving executive, James Philbin, criticizes Tesla's rigid stance against lidar technology, arguing it does not align with engineering realities and the decreasing costs of top-tier sensors [1] Group 1: Tesla's Position on Lidar - Elon Musk has consistently expressed disdain for lidar, claiming it is unnecessary and overly expensive for autonomous vehicles [1] - Musk believes that advancements in visual recognition technology will render lidar obsolete, stating that human drivers do not use laser emissions from their eyes [1] Group 2: Rivian's Perspective - Philbin acknowledges Tesla's emphasis on machine learning and its role in advancing the automotive industry, but he views Tesla's approach to autonomous driving as having mixed benefits [1] - He suggests that Tesla's rigid viewpoint on sensor modalities is not justifiable from an engineering perspective [1]

Core Insights - Tesla reported record total revenue of $28.095 billion for Q3 2025, a 12% increase from $25.182 billion in the same period last year, but net profit attributable to common shareholders decreased by 37% to $1.373 billion from $2.173 billion year-over-year [2] Group 1: Financial Performance - Total revenue reached a record $28.095 billion, up 12% from $25.182 billion year-over-year [2] - Net profit attributable to common shareholders was $1.373 billion, down 37% from $2.173 billion year-over-year [2] - Revenue exceeded analyst expectations, but adjusted earnings per share fell short, leading to a more than 1% decline in Tesla's stock price in after-hours trading [3] Group 2: Strategic Developments - CEO Elon Musk stated that Tesla is at a critical turning point, with Full Self-Driving (FSD) and autonomous taxis set to transform the transportation industry [3] - Musk plans to expand production capacity as soon as possible within Tesla's capabilities [3] - Tesla is working with regulators in China and Europe, the Middle East, and Africa to obtain approval for FSD [5] Group 3: Future Innovations - Musk revealed that the Optimus V3 humanoid robot may be released in the first quarter of next year [4] - Tesla expects to operate autonomous taxis in Nevada, Florida, and Arizona by the end of 2025, depending on regulatory approval [6] Group 4: Challenges and Competition - CFO Vaibhav Taneja identified competition and tariffs as significant challenges, with tariffs impacting over $400 million in Q3 [6] - Musk mentioned that both Samsung and TSMC will produce Tesla's AI5 autonomous driving chips [7] Group 5: Corporate Governance - Taneja urged shareholders to support Musk's $1 trillion compensation plan and the re-election of three board members at the upcoming shareholder meeting on November 6 [8] - Musk emphasized the importance of increasing voting control, expressing concerns about the potential for being ousted [8]

凤凰网科技讯 10月23日，针对近期网传 "小米汽车SOS 1秒接通 不含排队时间"等相关内容，小米汽车 副总裁李肖爽发声明称，该内容完全失实，我司从未在发布会上或物料上有过此宣传，系采用AI技术 生成、造谣诋毁小米汽车，我司已对该内容进行证据保全，并坚决追究相关责任主体的法律责任。 从他晒出的图片来看，大字显示"汽车SOS 1秒接通"，右下角则显示小字"不含排队时间"。 ...

凤凰网科技讯 北京时间10月23日，苹果新款超薄手机iPhone Air已经正式上市。然而，天风国际证券知 名苹果分析师郭明錤表示，iPhone Air的需求不及预期，供应链产能将缩减80%以上。 郭明錤在X上发帖称，iPhone Air的需求低于预期，供应链已经开始降低出货量和产能。供应链的产能 到2026年第一季度普遍将缩减超过80%，而部分出货周期较长的零部件预计将在2025年底前停产。 他表示，iPhone Air的低需求意味着，苹果现有Pro系列与标准版机型已经很好地覆盖了大部分高端用户 的需求，难以再找到新的细分市场与定位。从iPhone mini、Plus到如今的Air，苹果的这些尝试都未能取 得成功。(作者/箫雨) ...

Market Performance - The Dow Jones index fell by 0.71% to 46,590.41 points, the S&P 500 dropped by 0.53% to 6,699.40 points, and the Nasdaq index decreased by 0.93% to 22,740.40 points, following a record high in the previous trading day [2] - Texas Instruments' stock plummeted by 5.6% due to disappointing earnings and weak guidance for Q4, negatively impacting the semiconductor sector [2] - Netflix's stock fell by 10% due to performance issues related to a dispute with Brazilian tax authorities [2] Company News - Analyst Ming-Chi Kuo reported that demand for iPhone Air is below expectations, leading the supply chain to reduce shipments and production capacity, with a forecasted reduction of over 80% by Q1 2026 [5] - Meta is cutting approximately 600 positions in its AI department to enhance decision-making efficiency, affecting several teams while a new lab remains unaffected [6] - Google announced a breakthrough in quantum computing with its Willow chip, achieving a verifiable quantum advantage algorithm that operates 13,000 times faster than the best supercomputers [7] - Tesla reported Q3 revenue of $28.1 billion, exceeding estimates, but adjusted earnings per share fell to $0.50 from $0.72 year-on-year, leading to a post-market drop of over 2% [8] - IBM's Q3 revenue reached $16.33 billion, surpassing expectations, with free cash flow of $2.37 billion, but the stock fell over 5% in after-hours trading [9] - Southwest Airlines reported an adjusted EPS of $0.11 for Q3, beating analyst expectations, with passenger revenue of $6.3 billion [10]

10月22日，香港海洋公园在一份提交立法会的文件中披露的财务数据显示，截至2025年6月30日止年度的收入约12.88亿港元，同比增长9.07%；年 度亏损约2.75亿港元，同比增亏483.66%。 香港海洋公园的报告显示，公园目前照顾的动物数目超过6700只，涵盖411物种，当中包括超过70 种受威胁物种。与此同时，公园致力以教育为 社会创造价值，在报告期内筹办超过80个园内及园外的教育活动，惠及超过45万人次，较上年度上升接近五成。其中，大熊猫是公园最受欢迎 的"动物大使"。 海洋公园指出，公园的总收入同比增长是由于园内消费收入同比增长35%、商品收入同比增长20%，而且以不同方式筹募的保育及教育捐款及赞 助收入也同比增长近一半。报告期内，公园的运营成本约15.25亿港元，同比增长3%，增加的运营成本中逾70%为保育及教育开支。 值得一提的是，报告期内，香港海洋公园的经营盈余约4240万港元，同比扭亏为盈。其中海洋公园的经营盈余约1.91亿港元，同比增长14%。不 过，香港海洋公园指出，香港特区政府向海洋公园提供四年每年2.8亿元的保育及教育辅助将于2025-2026年度届满，公园会继续以平衡收支为目 标 ...

Core Viewpoint - The real estate market is undergoing a significant adjustment, with a shift from speculative buying to genuine demand for housing, leading to a surge in second-hand property transactions over new ones in major cities [2][20][25]. Group 1: Market Trends - Many homeowners are forced to sell properties at a loss, leading to a significant drop in prices for older, less desirable homes, which are now seen as more affordable options [2][5]. - In key cities, second-hand home transactions have outpaced new home sales, with cities like Shanghai and Beijing seeing second-hand sales at 5.3 times and 4.8 times the volume of new homes, respectively [2][3]. - The adjustment is viewed as a necessary clearing of the previous real estate bubble, allowing genuine buyers to find opportunities [2][20]. Group 2: Price Dynamics - As of July 2024, second-hand home prices in first-tier cities have returned to levels seen in 2016, indicating a significant price correction [7]. - In Guangzhou, the average price of second-hand homes dropped from 29,300 yuan per square meter to 20,900 yuan per square meter, a decrease of over 8,000 yuan per square meter [9]. - The rental yield for second-hand properties is increasing, with a notable example being a rental return rate of 4% for a property purchased for 1.2 million yuan in Beijing [11][12]. Group 3: Buyer Behavior - The current market conditions have attracted not only first-time homebuyers but also investors looking for financial opportunities in real estate [10][19]. - The increase in second-hand property listings has provided buyers with more options, allowing them to negotiate better deals [18]. - The trend of homeowners urgently selling their properties has created a favorable environment for buyers to find bargains [6][18]. Group 4: Policy Implications - The shift in the market from speculation to genuine demand supports the idea that future policies should focus on stabilizing housing prices rather than suppressing them [23][24]. - The current market dynamics are seen as a foundation for future economic recovery, with real estate stability being crucial for overall economic health [22][28].

Core Viewpoint - Yongying Technology Smart Selection Fund has achieved a remarkable return of 194.49% in the first three quarters of 2025, leading the active equity fund market [1] Fund Performance - The fund's net asset value surged to 11.52 billion yuan, an increase of 888.08% from the previous quarter and nearly 45 times from the first quarter [1] - The fund's stock allocation increased from 86.38% to 91.59%, while the proportion of the top ten holdings decreased from 82.24% to 73.25%, indicating a slight diversification in holdings [1] Top Holdings - The top ten holdings of the fund include companies such as Xinyi Technology, Zhongji Xuchuang, and Tianfu Communication, with significant increases in holdings for Deep South Circuit, Taicheng Light, and Huadian Shares [2][3] - Notably, Shengyi Technology, Lankai Technology, and Shijia Photon entered the top ten holdings for the first time during the third quarter [3] Investment Focus - The fund is primarily focused on investment opportunities in the global cloud computing industry, particularly in sectors like optical communication and PCB [1][5] - The fund manager believes that the global cloud computing industry remains a key area of focus, with AI model values being enhanced and significant growth in token and computing power investments [6] Future Outlook - The manager anticipates that 2027 will be a pivotal year for the optical communication and PCB industries, with new technologies expected to reach implementation stages [7]

Core Viewpoint - A public statement signed by over 800 notable figures, including tech leaders and scientists, calls for an immediate halt to the development of superintelligent AI, warning of risks ranging from economic collapse to human extinction [1][5]. Group 1: Concerns About Superintelligent AI - The signatories express that superintelligent AI poses severe risks, including economic decline, loss of civil rights, and potential human extinction [5]. - The statement highlights the urgency of the situation, coinciding with Meta's rebranding of its AI division to "Meta Superintelligence Labs" and the escalating competition among companies like OpenAI and xAI to achieve artificial general intelligence [5][6]. Group 2: Signatories and Their Influence - The signatories include influential figures beyond Silicon Valley, such as former national security advisor Susan Rice and former Joint Chiefs of Staff chairman Mike Mullen, indicating serious national security concerns [5]. - The presence of diverse political figures, including Meghan Markle and Steve Bannon, reflects a rare political unity on the issue [5]. Group 3: Call for Regulation - The statement calls for a comprehensive ban on the development of superintelligent AI until there is strong public support and a broad scientific consensus on its safety and controllability [6]. - This declaration is distinct as many signatories are key contributors to the current AI capabilities, suggesting that the industry may take their concerns seriously [6]. - The future of AI development may hinge on government responses, with the EU implementing AI regulations and the U.S. exploring safety frameworks, providing lawmakers with justification for stricter controls on advanced AI research [6].