凤凰网科技讯 10月9日，腾讯官方宣布，最新的混元图像3.0已在元宝App上线，可生成表情包组图、四 格漫画、人像写真、纪实摄影、设计配图等。 ...

今年国庆与中秋双节叠加，出行市场热度显著攀升。 10月9日，交通运输部发布数据显示，2025年国庆中秋假期，全社会跨区域人员流动量累计24.33亿人 次，日均3.04亿人次，比2024年同期日均增长6.3%，创历史新高。 根据第三方出行平台"航班管家"数据显示，2025年国庆期间，民航日均国际航班量恢复至2019年的 92.9%。航班集中于东南亚与东亚等地，两者占比75.4%，日韩泰三国为热门目的地国家。 第三方出行平台去哪儿数据显示，假期期间出境热门目的地机票预订增三成；外国朋友预订国内航班机 票增超三成，飞往近百个城市。 今年国庆期间排名前20的国际城市航线中，多数已经恢复并超过2019年水平，其中10条航线日均班次增 幅超三成。整体国际市场上，上海出港时刻占比26.3%，时刻优势明显，其次是北京14.9%、广州 13.1%，三者占比达54.3%，相较于2019年增长6.1个百分点，一线城市国际航空枢纽地位愈发突出。 值得注意的是，今年国庆假期机票价格稳定，一改往日的"旺丁不旺财"。航班管家数据显示，国内机票 （经济舱）均价849元（含燃油附加费），与历年国庆票价相近，较2019年微降1.4%，较2024 ...

Core Insights - OpenAI is making a significant strategic investment in infrastructure, aiming to build powerful AI systems that benefit humanity [3][4] - The company has announced collaborations with major tech partners for large-scale AI infrastructure, estimated at around $1 trillion [3][4] - OpenAI's CEO, Sam Altman, emphasizes the need for substantial resources in infrastructure, product, and research to achieve their goals [3][4] Infrastructure Investment - OpenAI's collaboration with partners like NVIDIA, AMD, Samsung, and Oracle is part of a massive infrastructure investment [3][4] - Altman describes this investment as a "strategic gamble" for the company, indicating that the decision's success will be tested in practice [4] - The company plans to support partners financially to meet the costs associated with these large-scale projects [4] Product Development - OpenAI has launched the Sora 2 video and audio generation model, which has quickly gained popularity, topping the Apple App Store [6][10] - The Sora App is primarily an entertainment product, with a significant portion of early users being creators [7] - Altman believes that the integration of various applications within ChatGPT is essential for user experience and aims to develop an API business to enhance service continuity [8][10] Competitive Landscape - Altman acknowledges the presence of many well-funded and technologically advanced competitors in the AI market, suggesting it will not be a winner-takes-all scenario [4] - OpenAI aims to capture a significant market share and sees AI as a pervasive technology across consumer products and business solutions [4] Future Outlook - OpenAI is also venturing into AI hardware, planning to release devices like smart speakers and wearables by late 2026 or early 2027 [10] - Altman expresses optimism about the company's research and product development, indicating a strong belief in the potential for scientific breakthroughs in the coming years [8][10]

凤凰网科技讯 10月9日，零跑汽车官方宣布，2024款C10/C16 OTA已陆续开启推送，新增通勤领航 辅助功能等15大项功能，空调功能、主动安全、泊车辅助等12项体验优化。 其中，C10智享版+激光雷达版、C16全系辅助影像增加路沿检测，当低速行车识别到靠近路沿，自 动弹出360影像轮毂视角辅助靠边停车。 通勤领航辅助功功能(C10 激光雷达版、C16 激光雷达版) 系统学习驾驶员行驶路线;已学习过的路线,在驾驶员监 控下,系统完成开放道路上点到点辅助驾驶。 每份 二 8 0 p 40 大 大 l of 络线学习中 210 米 高速度图库环境 500米 D (x) 六十四版 股温学习 < 24 > 4) # H 840 C C H ling lets IL t 路沿检测(C10 智享版+激光雷达版、C16 全系) 辅助影像增加路沿检测,当低速行车识别到靠近路沿,自 动弹出 360 影像轮毂视角辅助靠边停车。 3D Q B < 24 > a 器 D E 20 GS @ E -12 @ B 转向辅助影像(c10 舒享版 + 智享版 + 智享版 + 尊享版) 增加转向辅助影像，开启左右转向灯时，自动弹出 360 ...

高昂的运营成本正在为xAI带来资金压力。此前，有外媒报道称，该公司每月消耗现金的速度约为10亿美元。 AI（人工智能）芯片龙头英伟达向马斯克旗下AI公司注资20亿美元，展现出推动整个行业的野心。 今年7月，xAI已完成一轮约100亿美元的融资，公司估值达到240亿至260亿美元左右。不过，今年9月，马斯克曾在X平台上发文称xAI"目前未进行 任何资本募集"。 当地时间10月8日，据外媒报道，特斯拉创始人埃隆·马斯克（Elon Musk）旗下的AI公司xAI获得了高达200亿美元的融资，其中包括英伟达投资的 20亿美元。随后，英伟达CEO黄仁勋在采访中证实了该消息，并称对本次交易感到非常兴奋，唯一的遗憾是"没有投入更多钱"："几乎所有埃隆参 与的事情，你都会想参与。他给了我们投资xAI的机会，我对此感到非常高兴。" 另一边，英伟达正在积极地投资AI公司，以加速客户在整个AI领域的投入，进一步巩固自身在AI芯片市场中的龙头地位。 据知情人士介绍，xAI正在推进的这一轮融资规模已经超出了最初的计划。本轮融资包含股权融资与债务融资两部分，预计由约75亿美元的股权部 分和最高达125亿美元的债务部分组成，英伟达将以股权 ...

根据当地相关部门的最新反馈：起火发生在副驾驶座椅位置，火灾发生时，电池包的电压、温度、气压 均正常，排除动力电池、驱动电机、高压电控故障等导致起火。可能导致起火的其他原因，相关部门正 在进一步查验中。 凤凰网科技讯 10月9日，阿维塔科技官方微博发文回应"阿维塔06在停车场发生火灾"。官方表示，2025 年10月05日福建省宁德市霞浦县，一辆阿维塔06在停车场发生火灾。阿维塔团队第一时间抵达现场协助 用户处理问题，支持有关部门处理火情，并提供完整的车辆数据，配合消防部门开展火调工作。 ...

Core Viewpoint - The recent announcement by the Ministry of Commerce regarding export controls on rare earth materials and technologies has led to a significant surge in the stock prices of rare earth permanent magnet companies in China, indicating a strong market reaction to regulatory changes [1][2][3]. Group 1: Market Reaction - On October 9, rare earth permanent magnet stocks collectively surged, with companies like Antai Technology (涨停), Jinli Permanent Magnet (up 12.48%), and others seeing increases of over 8% [1]. - The announcement of export controls has triggered a positive market sentiment towards companies involved in rare earth production and technology [1]. Group 2: Export Control Details - The Ministry of Commerce issued announcements on October 9, detailing export controls on specific rare earth items and related technologies, requiring exporters to obtain licenses for certain transactions [2][3]. - Export applications to military users and those on control lists will generally not be approved, emphasizing the strategic importance of rare earth materials [2][3]. Group 3: Strategic Importance of Rare Earths - Rare earths, comprising 17 metal elements, are critical for various strategic industries, including advanced weaponry, aerospace, renewable energy, and smart manufacturing [5]. - China holds approximately 49% of the world's rare earth reserves, with a production share of nearly 70%, underscoring its dominance in the global rare earth market [5]. Group 4: Regulatory Context - The Ministry of Commerce highlighted that the export controls align with international practices and are aimed at safeguarding national security and interests [4]. - The controls are part of a broader strategy to prevent illegal acquisition of rare earth technologies by foreign entities, particularly for military applications [4].

Core Viewpoint - Xiaopeng Motors is set to announce significant breakthroughs in the field of physical AI during its upcoming AI Technology Day, highlighting advancements in its world base model's ability to simulate the physical world [1] Group 1: Technological Advancements - The Xiaopeng AI team has dedicated over a year to developing a physical world AI base model, starting from the reconstruction of its methodology in the physical AI domain [1] - The base model under development utilizes the largest dataset ever recorded, positioning it as the leading physical AI model in China [1] - This initiative is a crucial step towards achieving large-scale Level 4 (L4) autonomous driving, enabling rapid deployment of Turing AI driving technology globally [1] Group 2: Strategic Implications - The advancements in AI technology can be repurposed for AI vehicles and AI robots, benefiting the creation of an "AI + Mobility" ecosystem [1] - Xiaopeng Motors aims to provide the most advanced and locally adaptive intelligent driving experience to global users by Q4 2026 [1]

Core Viewpoint - The gaming sector has experienced a significant surge in stock prices this year, with various companies achieving remarkable growth, indicating a potential new phase of high-speed growth in the Chinese gaming industry [3][10]. Group 1: Stock Performance - ST Huatuo (002602) has seen a year-to-date increase of nearly 303%, becoming a leader in the A-share gaming sector with a total market capitalization of 153.8 billion yuan [1]. - Tencent (0700.HK) and NetEase (9999.HK) recorded stock price increases of over 60% and 70% respectively, while Giant Network (002558) surged over 260% [3]. - Other notable performers include G-bits (603444) with a rise of over 166%, Perfect World (002624) with an increase of over 88%, and 37 Interactive Entertainment with a growth of over 46% [6]. Group 2: Reasons for Stock Surge - The stock price increases are attributed to multiple factors, including high certainty in performance growth, improved internal control capabilities, and expectations for future delisting [3][6]. - The gaming industry is shifting from imitation to innovation, focusing on high-quality game development and international expansion, which enhances the industry's outlook [3][10]. - The release of new products exceeding expectations and stable performance from existing products have contributed to significant revenue and profit growth [7][11]. Group 3: Financial Performance - Century Huatuo reported a revenue of 17.2 billion yuan for the first half of the year, a year-on-year increase of 85.5%, with a net profit of 2.656 billion yuan, up 129.33% [7]. - G-bits achieved a revenue of 2.518 billion yuan, a growth of 28.49%, with a net profit of 645 million yuan, up 24.5% [7]. - Giant Network's revenue was approximately 1.662 billion yuan, reflecting a growth of 16.47%, while net profit was about 777 million yuan, up 8.27% [7]. Group 4: Policy and Market Dynamics - The issuance of game licenses has been a key driver for the gaming sector, with a significant number of licenses granted this year, indicating a favorable regulatory environment [8][10]. - The total number of game licenses issued in 2025 has reached 1,275, with 1,195 for domestic games and 80 for imported games [8]. - The Chinese gaming market's actual sales revenue grew by 14.08% year-on-year in the first half of the year, marking a historical high [10]. Group 5: Future Outlook - The gaming industry is expected to continue its upward trajectory, supported by policy incentives and technological advancements, particularly in AI and international market expansion [11][14]. - The focus on maintaining IP relevance and leveraging technology for game development is seen as crucial for sustaining growth [11][15].

对此，不少华尔街机构认为，答案或许可以从以下六个字中寻找："货币贬值交易"（debasement trade）…… "货币贬值交易"盛行 可以说，在近来许多机构对金价爆发行情的解读里，都绕不开这六个字。 在中国投资者过去一周喜迎国庆长假之际，国际金价则上演了历史性的爆发行情——现货黄金价格在这个缺少中国投资者参与的假期里，一路从3860 美元附近飙升了近200美元，史无前例地攻克了4000美元大关…… 这一幕，显然令不少前几天还在长假旅行中的"中国大妈"们大呼不可思议，也令不少资深的贵金属交易员陷入了深深的思考之中：这一轮黄金大爆发 的推手，究竟是谁？ 很有意思的是，至少从东西方金价间的行情对比来看，我们可以得到一个初步的答案：这一回引领黄金冲破4000美元大关的"主力军"，确实更多是来 自于西方的投资者。这也令黄金在这个缺乏中国投资者参与的十一长假里的爆发，显得并不怎么突兀…… 事实上，早在中国十一假期前，一个趋势就已有所显现：中国国内黄金的溢价开始消失——下图是伦敦金人民币价格与上期所黄金主力合约间的差价 对比。不难看到，过去一个多月在国际金价屡创新高之际，上期所黄金期货相较伦敦金的价差也逐渐从溢价转变为 ...