Core Viewpoint - Tesla's future is increasingly expected to rely on AI rather than electric vehicles, necessitating stronger control over hardware for autonomous driving, robotics, and AI training, leading to the proposal of building a "TeraFab" chip factory [1] Group 1: Feasibility of Chip Manufacturing - The perception that new entrants must achieve cutting-edge technology like TSMC's 3nm and 5nm processes is misleading; there exists a viable middle ground where companies can produce chips suitable for AI workloads without reaching the highest standards [2] - Tesla's potential chip factory would likely target the 7nm technology node, which is still relevant for AI and data center applications, despite being a generation behind the latest advancements [2] Group 2: Challenges in Achieving Manufacturing Goals - Achieving the 7nm technology benchmark is not straightforward; it requires advanced equipment, clean facilities, and a skilled workforce, particularly engineers experienced in reducing chip defect rates [3] - Initial production could take three years or longer, with high material waste and a lengthy trial-and-error process before achieving usable output [3] Group 3: Economic Viability and Risks - Even if Tesla meets the technical requirements, it faces significant economic challenges; TSMC's capital expenditures exceed $40 billion annually, supported by a diverse customer base, which Tesla cannot replicate as it does not plan to sell chips externally [4] - The construction cost for a chip factory is estimated at a minimum of $20 billion, with a long investment recovery period, potentially spanning decades [4] - Execution risks are substantial, as evidenced by Intel's struggles with transitioning to 10nm chips and the operational challenges faced by Tesla in its automotive production [4][5] Group 4: Historical Context and Lessons - GlobalFoundries serves as a cautionary example; after acquiring IBM's chip business, it concluded that advanced chip manufacturing was economically unfeasible within three years [6] - Tesla may encounter dual risks similar to those faced by Intel and GlobalFoundries, which could lead to value destruction, often becoming apparent only after significant capital investment [6]

凤凰网科技讯 2月4日，分享链接被微信封杀后，元宝官方回应表示，我们完全理解并尊重平台规则， 已第一时间优化活动设计，确保合规体验。感谢大家的监督与支持。 ...

在本次榜单中，零跑汽车以129%的涨幅成为价值上升最快的品牌，其品牌价值为80亿元。奇瑞品牌价 值则出现76%的下降，为跌幅最显著品牌。 榜单第四、五位为丰田与理想，品牌价值分别为310亿元与270亿元。排名第六至十位的品牌依次是：宝 马、梅赛德斯-奔驰、小鹏汽车、保时捷以及坦克。其中，小鹏汽车品牌价值增长65%。 | | | | | 汽车 | | | | --- | --- | --- | --- | --- | --- | --- | | | 品牌 | | 品牌价值 (亿元人民币) | 品牌价值涨幅 | 品牌发源国 | 母公司 | | 1* | 特斯拉 | | 2,700 | | 美国 | 特斯拉 | | 21 | 比亚迪 | | 1,200 | 0% | 中国 | 比如⁄迪 | | 31 | 问界 | | 330 | 47% | 中国 | 塞力斯 | | 4* | 0 #田 | | 310 | | 日本 | 丰田汽车 | | ਟੀ | 一理想 N | RANDS | 270 | -24% | 中国 | 理想汽车 | | રિં | 宝马 王 | 52 128 | 1-235 | | 德国 | 宝马集团 ...

Core Viewpoint - Kunlun Wanwei officially launched the desktop AI application "Skywork Desktop," which operates locally without the need for cloud data upload [1] Group 1: Product Features - The application supports Windows operating systems and can process various file formats including images, videos, spreadsheets, and PPTs [1] - Users can choose from models such as Claude Opus 4.5, Claude Sonnet 4.5, or Gemini 3 Pro, with system recommendations available [1] - It includes over 100 built-in skills for tasks related to office work and content generation [1] Group 2: Performance and Security - The product is positioned as "Windows version of Claude Cowork," claiming superior image and video generation quality as well as task processing speed compared to competitors [1] - All tasks are completed in a local virtual machine isolation environment to ensure data security [1] - The application is part of the Skywork 2.0 capability system, aimed at integrating into desktop workflows [1]

Core Viewpoint - Huawei has unveiled the official images of the Hongmeng Intelligent Driving AITO M6 car, showcasing its design features and technology integration [1] Group 1: Design Features - The car features a small blue light designed at the front lip, indicating a focus on aesthetics and functionality [1] - The side rear of the vehicle includes two covers, likely for the fuel and charging ports, suggesting that the M6 will continue to offer a range-extended power option [1] - Notable design elements include a top-mounted LiDAR, a dynamic posture, and a sporty black曜运动套件, which includes a black曜 logo and window trim [1] Group 2: Technological Integration - The vehicle is equipped with Huawei's Qian Kun ADS4 system, enhancing its autonomous driving capabilities [1] - Additional features include a dynamic grille, side air ducts, and advanced lighting systems such as the crystal front lights and rear solid-state LiDAR [1] - The M6 also boasts a new 21-inch wheel design and fixed front brake calipers, emphasizing performance and style [1]

大润发母公司高鑫零售在港交所公告，公司董事会得悉本公司暂时无法与本公司的执行董事兼首席执行官李卫平取得联系。 截至本公告日期，据董事所深知、尽悉及确信，该事项与本集团之业务及营运并无关联。有鉴于此，董事会认为，该事项对本集团并无重大不利影响，且 本集团之业务及营运维持正常。在此期间，本集团之日常业务营运及管理将由本公司董事会主席华裕能暂时负责。 ...

Group 1 - The U.S. federal government and most state governments will appeal the ruling on Google's antitrust case, which found Google to be a monopoly in the online search business but did not impose the strictest remedies [1] - The appeal is likely to focus on the judge's decision not to require Google to divest its Chrome browser business or terminate its lucrative default search engine agreement with Apple [1] - Google has also appealed the ruling by Judge Amit Mehta, which determined that Google violated laws to suppress competition in online search and related advertising [1] Group 2 - The ruling is seen as a significant victory for Google while posing a setback for U.S. antitrust enforcement agencies, which have found judges reluctant to intervene in rapidly changing tech markets [2]

昨夜今晨，伴随着市场风格切换至周期和价值股，叠加新一轮"AI抢饭碗"的软件股抛售潮和美伊对峙升温影 响，三大指数全线走低。 截至收盘，标普500指数跌0.84%，报6917.81点；纳斯达克综合指数跌1.43%，报23255.19点；道琼斯工业平均 指数跌0.34%，报49240.99点。 （纳斯达克指数日线图，来源：TradingView） 反直觉的是，尽管指数跌幅不小，但周二标普500成分股多数收涨。联邦快递延续创纪录的上涨，沃尔玛历史 首次迈过市值1万亿美元的关口。 沃尔夫研究的首席投资策略师克里斯·塞涅克解读称："我们的感觉是，市场在表面平静之下正剧烈翻涌：一方 面，投资者担忧美国企业在人工智能上的资本开支；另一方面，又在与另一种'希望与憧憬'博弈——即美国经 济加速可能推动市场行情从少数板块向更广泛领域扩散。" 周二的关键市场异动，是美国AI明星公司Anthropic发布的一款AI法律插件，首先引发法律软件公司的暴跌， 随后抛售潮传导至一系列可能被AI取代的软件公司。 据悉，该插件能覆盖企业法务的工作流程，包括合同审查、保密协议分类、合规检查、简报及模板化回复 等。 截至发稿，高德纳跌20.87%、 ...

2月3日，今日央行预告，2月4日将开展8000亿元买断式逆回购操作。 多位专家对智通财经记者表示，这是近四个月以来3个月期买断式逆回购首次加量续作，显示本月央行 通过这项政策工具向市场注入中期流动性。"2月仍是银行信贷投放较为集中的月份，叠加春节之前取现 因素影响，市场对流动性需求增加。" 为应对资金面潜在的收紧因素，央行通过此次加量续作买断式逆回购向市场注入中期流动性，也符合开 年来对资金面的呵护态度。 除此以外，2月资金面还面临政府债发行节奏的扰动。业内预计，2月还有5000亿6个月期买断式逆回购 和3000亿MLF到期，央行都会开展一定规模的加量续作。 不过也有专家表示，在央行1月15日推出一揽子结构性政策后，短期内货币政策处于观察期。同时，2月 4日买断式逆回购的加量续作，更降低了近期降准的必要性。 3个月买断式逆回购首次加量续作 应对春节流动性需求 2月4日，中国人民银行将以固定数量、利率招标、多重价位中标方式开展8000亿元买断式逆回购操作， 期限为3个月(91天)。 2月有7000亿3个月期买断式逆回购到期。由此，央行2月4日开展8000亿元买断式逆回购操作，意味着当 月3个月期买断式逆回购加量 ...

近日，有消息称，周生生广东省清远市一门店所售足金挂坠被检测出含铁银钯，不同点位纯度差异超 35%。 针对此事，周生生官方微博2月3日晚间再发说明称，针对顾客反馈的相关情况，周生生高度重视，第一 时间复核了当时出厂批次的破坏性检测报告，报告显示该批次货品质量完全符合国家相关标准。 同时，今日2月3日，周生生已将同批次同款福袋送检至国家珠宝玉石首饰检验集团有限公司 （NGTC），采用 X 射线荧光谱法（XRF）进行检测，该福袋货品的检测结论为足金饰品（报告编号： P-ZSSA2121621）。NGTC 对该货品随机选取3个检测点，检测所得金含量结果依次为 99.99%、 99.99%、99.98%。 周生生 (how Sang Sang 情况说明 -7SSALE PATHA 足金饰品 1 6 22 ( oba H NAF 有限公 he artistic 注:证书上指的(含塑料)为饰品配件,用以固定其在手绳的位置。 我们充分理解顾客和公众的顾虑,针对顾客反馈的相关情况,我司高度 重视,第一时间复核了当时出厂批次的破坏性检测报告,报告显示该批次货 品质量完全符合国家相关标准。 同时,今日2月3日,我司已将同批次同款福 ...