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美股三大指数小幅收涨,金龙指数飙升逾4%,阿里巴巴大涨10%
Feng Huang Wang· 2026-01-12 22:54
1月13日,美东时间周一,美股三大指数集体小幅收涨,标普500指数和道琼斯指数双双创下历史新高。 在科技股以及零售巨头沃尔玛股价走强的带动下,投资者整体上淡化了美国司法部对美联储主席鲍威尔 展开刑事调查所引发的担忧。 受鲍威尔被调查相关新闻影响,美股开盘一度走低。美国司法部可能提起指控的消息加剧了市场对美联 储独立性受损的担忧。 鲍威尔指出,这一举动是一个"借口",目的是在利率政策上施加更大影响。自2025年1月上任以来,美 国总统特朗普一直敦促美联储大幅降息。 Spartan Capital Securities首席市场经济学家Peter Cardillo表示:"司法部调查鲍威尔的消息,特朗普此前 已经多次释放过相关信号,因此我认为市场对此反应较为平静。" Cerity Partners首席市场策略师Jim Lebenthal评论称:"鲍威尔被调查的影响更可能体现在长期,而非短 期。这不会在短期内改变利率水平,也不会立刻影响通胀。" 科技板块是当日涨幅最大的板块之一。沃尔玛股价大幅上涨3%,对标普500指数和纳斯达克指数形成支 撑。该零售巨头上月已将其股票上市地点从纽约证券交易所转至纳斯达克。 沃尔玛将于1 ...
英伟达与礼来共投10亿美元,建设AI药物研发实验室
Feng Huang Wang· 2026-01-12 22:54
Core Viewpoint - Nvidia and Eli Lilly announced a joint investment of $1 billion to establish a research lab in the San Francisco Bay Area over the next five years, aimed at accelerating the application of artificial intelligence in the pharmaceutical industry [1][4]. Group 1: Investment and Collaboration - The lab will be located in Silicon Valley, bringing Eli Lilly's capabilities closer to AI innovation centers, and represents a collaborative investment between the two companies [1]. - This investment exemplifies Nvidia's strategy to leverage its financial strength and foster new product markets, particularly in the AI chip sector, where it holds a dominant position [4]. - Nvidia aims to automate the drug development process significantly through AI, which is already being utilized by some companies to propose potential new drugs or compounds [4]. Group 2: Strategic Developments - Eli Lilly is increasingly relying on advanced AI models for drug design and discovery, with the goal of significantly reducing the time required for new drugs to go from development to market [4]. - Nvidia's strategy in biotechnology includes providing open-source AI models and software tools, allowing pharmaceutical companies to build their own drug development platforms based on Nvidia hardware [5]. - Nvidia also announced a series of new AI models, including an updated version to ensure that drugs designed with AI tools are synthesizable under real laboratory conditions [5]. Group 3: Future Plans - The specific location for the new facility dedicated to training AI models in the biotechnology sector will be announced in March [5]. - Nvidia is expanding its portfolio of AI models and intelligent agents for the healthcare industry, making them open-source for customization to meet individual needs [6].
耶伦声援鲍威尔,称调查事件损害美联储独立性且市场低估风险
Feng Huang Wang· 2026-01-12 22:54
她当天接受采访时指出,金融市场理应对当前局势更加警惕,并形容这一事态"极具寒蝉效应"。即耶伦 认为,调查对美联储独立行使职权构成强烈威慑,并可能成为改变其未来行为方式的"制度性震慑事 件"。 1月3日,美联储前主席耶伦周一严厉谴责针对其继任者——现任美联储主席杰鲍威尔的调查,称此举正 在损害央行的独立性,并警告市场低估了这一风险。 "我很惊讶市场竟然没有更强烈的反应。在我看来,市场本应对此感到担忧。" 耶伦对"鲍威尔可能作伪证"的说法表示强烈反感。"以我对鲍威尔的了解,他撒谎的概率是零。我确实 认为,他们之所以针对他,是因为想要他的职位,希望把他赶下台。" 耶伦在特朗普首个总统任期的第一年继续担任美联储主席,但在任期结束后被鲍威尔接替。随后,她在 前总统拜登执政期间出任财政部长,成为历史上首位同时担任这两大关键经济职务的女性。 在担任财政部长期间,批评者指责耶伦通过国债发行机制为迅速膨胀的国家债务"埋单"。特朗普则多次 向美联储施压,要求其降息,部分原因在于希望降低当前高达38.4万亿美元的联邦债务融资成本。 对此,耶伦明确表示,利用美联储的关键隔夜借贷利率来管理国家债务是极不负责任的做法。 "有一位总统公开 ...
黄金白银双双狂飙刷新高,美联储风波引爆避险交易
Feng Huang Wang· 2026-01-12 22:54
美元指数最新报98.81,日内一度跌近0.5%。美股三大指数早盘集体走低,但银矿股逆市走强,Hecla矿 业上涨6.5%,Coeur矿业上涨5.8%。 分析认为,贵金属和美元走势最直接的因素是"特朗普政府加大了对美联储的攻击力度",这使得投资者 减少了对美国资产的投资。 前一天,美联储主席鲍威尔罕见发布视频声明,证实收到美国司法部的传票,联邦检察官已对其展开刑 事调查。鲍威尔将指控威胁称为旨在破坏美联储独立性的"借口"。 Freedom Capital Markets首席市场策略师Jay Woods表示,"以前也遇到过这种情况,(美股)市场不喜欢 这样。现在的问题不在于鲍威尔,而在于美联储的独立性。" Woods说道:"所以,当这类消息传来时,市场的第一反应就是抛售。" 盛宝银行策略师Neil Wilson认为,"实际上,这是特朗普在向下一任美联储主席,以及联邦公开市场委 员会现任决策者明确表态,利率将由白宫来决定。" Wilson指出,"显然,美国政府内部有一股力量正推动结束美联储的独立性。" 周一(1月12日)纽约时段,贵金属价格大幅走强,现货黄金和现货白银价格双双升破纪录高位,其中 银价单日涨幅一度超过 ...
扎克伯格大砍预算 Meta现实实验室将裁员10%
Feng Huang Wang· 2026-01-12 22:53
Core Insights - Meta plans to lay off 10% of its Reality Labs division as part of a broader strategy to reallocate funds from certain virtual reality products to other AI wearable devices [1] - The layoffs are expected to begin this week, following CEO Mark Zuckerberg's directive to executives to find budget cuts within the Reality Labs division [1] - Reality Labs, which includes teams developing VR headsets, AI glasses, and metaverse products, has been incurring losses of billions of dollars each quarter due to ongoing investments in products that have not generated substantial revenue [1] Financial Overview - The Reality Labs division currently employs approximately 15,000 staff members [1] - Discussions among Meta executives in December included potential budget cuts of up to 30% for the metaverse team within Reality Labs [1]
章泽天开通播客取名“小天章”:以更本真的样子与各位见面
Feng Huang Wang· 2026-01-12 14:59
Group 1 - The core idea of the article is the launch of Zhang Zetian's personal podcast named "Xiao Tian Zhang," where she aims to present her authentic self and share her thoughts on life and various topics [1] - Zhang Zetian mentions that she has not expressed herself much in public over the years, but as she matures, she has gained new perspectives and insights [1] - The podcast will feature conversations with entrepreneurs, focusing on the latest technological developments and changes in business models [1] Group 2 - Zhang Zetian expresses her intention to share her reflections on life and engage in light-hearted dialogues with friends through the podcast [1]
章泽天播客预告首期嘉宾 小红书账号粉丝已超7万
Feng Huang Wang· 2026-01-12 14:56
Group 1 - The core point of the article is that Zhang Zetian has launched a personal podcast named "Xiao Tian Zhang" on the "Xiao Universe" platform and has also created an account "Xiao Tian Zhang ON AIR" on Xiaohongshu, with the first episode featuring guest Liu Jialing [1][3] - As of the report, Zhang Zetian's Xiaohongshu account has garnered 74,000 followers [1] - The first episode's preview has been released, featuring a conversation with renowned TVB actress Liu Jialing, who shared a personal anecdote about living on the 18th floor while Leslie Cheung lived on the 9th floor [3] Group 2 - The complete version of the first episode titled "Liu Jialing says, 60 is her golden age" is scheduled to be available on January 13 at 2:00 PM [6]
英国调查马斯克旗下AI不雅图像事件 最严重情况可封禁X
Feng Huang Wang· 2026-01-12 12:21
凤凰网科技讯 北京时间1月12日,据路透社报道,英国媒体监管机构周一对埃隆·马斯克(Elon Musk)旗 下X展开调查,以确定其允许Grok AI聊天机器人生成具有性亲密性质的深度伪造内容,是否违反了该 平台所承担保护英国用户免受潜在非法内容侵害的责任。 Ofcom将调查X是否未能评估英国用户接触到非法内容的风险,以及是否充分考虑了对儿童造成的风 险。 英国通信管理局(Ofcom)在一份声明中表示:"有报道称,X上的Grok AI聊天机器人账号被用于生成和传 播裸体图像,这可能构成私密图像滥用或色情内容,以及可能已触及儿童性虐待内容的儿童性化图像, 令人深感担忧。" Ofcom表示,在最严重的不合规情况下,它可以请求法院下令要求支付服务提供商或广告商从某一平台 撤回服务,或要求互联网服务提供商在英国境内封锁对相关网站的访问。 截至发稿,X尚未就此置评。 此前,英国首相斯塔默称Grok生成的图像"令人作呕"、"违法",这使得Ofcom承受了采取行动的压力。 斯塔默上周四表示,X必须"对Grok进行严格管控",政府全力支持Ofcom采取行动。 在英国,制作或传播未经同意的私密图像或儿童性虐待材料都是非法行为,其 ...
金帝巧克力擦边营销翻车,这个锅AI不背
Feng Huang Wang· 2026-01-12 12:02
Core Insights - The marketing incident involving Jindi Chocolate has sparked public outrage due to a controversial slogan that was perceived as inappropriate, leading to a backlash against the brand [1][4] - Jindi Chocolate's initial response was to attribute the issue to the "automatic optimization" of the advertising platform, which did not resonate well with consumers [1][6] Group 1: Incident Overview - The controversy originated from a product note for the golden bear chocolate, which was intended to address consumer concerns about the size of the product [4] - The automated system displayed the phrase "Is the bear getting bigger? It's you who can hold it!" in a large format, which was criticized as "borderline marketing" [4][6] - Following the backlash, Jindi Chocolate issued an apology on January 12, acknowledging a lack of control over the advertising process [4][6] Group 2: Company Response and Accountability - Jindi Chocolate admitted to significant oversights in marketing supervision and management, leading to the incident [6][8] - The company has taken corrective measures, including halting related advertising and forming a special team to assess risks in the advertising system [6] - Consumers expressed confusion over the brand's handling of the situation, highlighting a fundamental issue in the marketing content review and monitoring process [6][8] Group 3: Industry Implications - The incident underscores the dual-edged nature of AI in marketing, where it can enhance efficiency but also magnify errors if not properly supervised [7][8] - The reliance on algorithms and automated systems necessitates robust internal management to ensure accountability and oversight [7][8] - The event serves as a cautionary tale for brands, emphasizing the importance of maintaining a clear communication strategy and a strong ethical framework in marketing practices [8]
保障“次日达”服务:小米物流“厂仓合一”自动化成品仓启用
Feng Huang Wang· 2026-01-12 11:37
Core Insights - The automated finished goods warehouse integrates AMR robots, automatic leak detection, RGV shuttle cars, and a 24-meter high storage system, achieving full-process automation from product off-line to storage and distribution [2] - The high-rise warehouse can achieve a maximum daily outbound capacity of 90,000 sets, supporting efficient logistics [2] - The operation of this warehouse is a key measure for the company to deepen its "factory-warehouse integration" model and optimize its supply chain system, enhancing operational efficiency and delivery timeliness [2] Technology and Efficiency - AMR robots autonomously handle cargo transportation, while the automatic leak detection system achieves millimeter-level precision in quality inspection [2] - The ring transfer system efficiently connects various storage areas, with a throughput capacity exceeding 260 pallets per hour [2]