Core Insights - Xiaomi's 17 series has seen significant sales, with the Pro Max model performing the best, followed by the Pro model, successfully surpassing the 6K+ sales threshold [1] - The product structure has improved historically, leading to an increase in orders for the Pro model [1] - Due to low sales proportions of the previous generation's standard version 1TB, the new series will not include a 1TB option initially, although technical validation has been completed [1] - Following user feedback, Xiaomi has decided to increase the production of the 1TB version, with deliveries set to begin on October 5 [1] - The company expresses confidence that the sales of the 17 series will exceed those of the previous 15 series [1]

此外，还搭载浩瀚AI数字底盘，全球SUV首发闭式双腔空气悬架+双阀CCD电磁减振器，中国品牌首发 48V主动稳定杆。采用浩瀚安全盔甲，高强度钢与铝合金占比高达91%，全球唯一"四大一体式集成安全 结构"。 新车还搭载双NVIDIA DRIVE Thor-U芯片，算力高达1400 TOPS，搭载43个感知硬件，行业首发无图园 区漫游，可自主寻车位，自主寻出口。 价格方面，极氪9X MAX版零售价46.59万元；极氪9X Ultra版零售价48.59万元；极氪9X Hyper版零售价 55.99万元；极氪9X曜黑版零售价59.99万元。 新车全栈自研浩瀚超级电混，全栈900V高压架构，纯电续航里程最高可达380km。最大充电倍率6C， SoC20%～80%仅需9分钟，较主流混动SUV，平均充电速度提升233%。 新车搭载全球功率最大增程发电机，随车自带"快充桩"，时速120公里行驶90分钟电量可从30%充至 80%。 凤凰网科技讯 9月29日，极氪9X豪华旗舰SUV今晚正式上市，推出Max版、Ultra 版、Hyper版以及曜黑 版，售价46.59万元起。 据官方介绍，新车全系3秒级零百加速，峰值功率1030千瓦 ...

此次调整凸显华为将AI置于未来十年发展的核心地位，通过IRB机制确保战略资源向AI领域高强度倾 斜。 余承东兼具技术商业化成功经验（如终端业务崛起）与战略执行力，其双重角色将推动华为在AI芯 片、大模型、智能汽车等关键战场加速突破，直面全球科技竞争。 凤凰网科技讯 9月29日，余承东增任华为IRB主任，其核心任务是带领华为在人工智能（AI）领域取得 全球领先地位，被内部视为"打赢AI关键战役"的核心领导人。 据了解，该委员会负责对公司重大战略方向的资源投入、项目立项及预算审批进行关键决策，确保资源 高效聚焦核心战略目标。 任命文件由华为创始人任正非亲自签发，体现公司最高层对AI战略的重视及对余承东的信任。 ...

Core Insights - The emergence of advanced AI teachers is reshaping the education sector, particularly following the release of GPT-4o, which demonstrated real-time tutoring capabilities [1][2] - The AI+education market is gaining momentum as various educational entities explore AI functionalities, with a focus on personalized and inclusive learning experiences [1][2] Group 1: AI Teacher Development - The introduction of multi-modal capabilities in AI learning machines allows for real-time assignment correction and personalized guidance, marking a significant advancement in AI education technology [2][7] - The learning machines from companies like Xueersi are designed to interactively assist students, providing tailored feedback and enhancing engagement through gamified experiences [4][10] Group 2: Market Dynamics - The competition in the AI education space has led companies to innovate, with Xueersi's learning machines integrating advanced AI models to meet diverse educational needs [8][9] - The strategic decision by companies to focus on specialized models, such as the Jiuzhang model for mathematics, highlights the importance of tailored solutions in addressing complex educational demands [9][10] Group 3: User-Centric Approach - Companies are prioritizing user needs by developing AI teachers that can adapt to individual learning styles and provide real-time feedback, thus enhancing the learning process [12][13] - The vision for AI teachers includes a tiered system (L1-L5) that outlines the progression from basic assistance to fully autonomous teaching capabilities, reflecting a clear roadmap for future development [12][13] Group 4: Future Outlook - The trend towards AI teachers is seen as inevitable, with companies believing that AI can eventually perform many tasks currently handled by human teachers, while still recognizing the irreplaceable value of human interaction in education [14][15] - The commitment to advancing AI in education is strong, with companies confident in their ability to leverage cutting-edge technology to improve learning outcomes [15]

Core Insights - Xiaomi Group's stock experienced a decline of 2.01% after initially dropping over 3% on September 29 [1] - Analyst Ming-Chi Kuo revised the shipment forecast for the Xiaomi 17 series down by 20%, from an original target of approximately 10 million units, indicating potential shipments may fall below the 8 million units of the 15 series if no aggressive pricing or marketing strategies are implemented [3][4] Group 1: Shipment and Demand Analysis - The primary reason for the downward revision is the lower-than-expected demand for the standard version of the Xiaomi 17 series, which was initially expected to account for 50-55% of total shipments but only represented about 15-20% after launch [4] - Although there has been an increase in orders for the Pro Max and Pro models, it has not compensated for the reduced orders of the standard version [4] Group 2: Competitive Landscape - The Xiaomi 17 series faces competitive pressure from both iPhone and Huawei smartphones. The iPhone 17 standard version has exceeded sales expectations in the Chinese market, and upcoming models in 2026 will further intensify competition [4] - Huawei's high-end models are currently facing demand issues due to compatibility with the HarmonyOS, but this situation is expected to improve in 2026 [4] Group 3: Company Response and Sales Performance - On the same day as the shipment revision, Xiaomi's President Lu Weibing expressed confidence in the sales performance of the Xiaomi 17 series, stating that initial sales were promising and that the Pro Max model was performing particularly well [5] - The company has decided to increase orders for the Pro model and has also introduced a new 1TB version of the standard model, which will begin delivery on October 5 [5] - The Xiaomi 17 series was officially launched on September 25, with starting prices set at 4,499 yuan for the standard model, 4,999 yuan for the Pro, and 5,999 yuan for the Pro Max [6]

Group 1 - The core point of the article is the introduction of the new features in ColorOS 16, specifically the "AI Voice Enhancement" and "AI Summary" functions aimed at improving user experience during recordings and summarizing content efficiently [1] Group 2 - The "AI Voice Enhancement" feature addresses the common issue of background noise and reverberation in meetings, allowing users to hear every word clearly during playback [1] - The upgraded "AI Summary" function supports a variety of summary templates, such as for meetings, interviews, and academic lectures, and can intelligently identify content to match the most suitable template [1]

与传统的聊天模式不同，"OK Computer"模式的核心在于赋予了Kimi连续执行、自主规划和调用多种工具的能力。该模式通过一个虚拟电脑环境，可以让 Kimi为完成一个复杂指令而工作长达数十分钟。官方资料显示，其背后是基于端到端强化学习技术训练的原生Agent模型，使Kimi能够熟练使用文件系 统、浏览器、代码终端、图片生成乃至专业财经数据源等超过20种工具，以应对多变的现实任务场景。 该模式的实际应用能力在几个关键场景中得到了展示。最引人注目的是端到端的网站原型开发。用户仅需用自然语言描述需求，Kimi便能自主完成从需 求分析、任务规划、素材搜集、交互设计、前后端代码编写，直至最终将网站部署到云端服务器的全过程。在官方演示中，Kimi为一只宠物狗创建多功 能网站时，自主规划了14个子任务，并在部署环节自行解决了端口占用的问题，展现了其处理突发状况的能力。 9月26日，国内大模型公司月之暗面今日开启了其Kimi Agent模式"OK Computer"的小范围内部测试。据了解，部分早期用户已收到邀请，可通过网页版 Kimi体验这一新功能。此举标志着Kimi从一个对话式AI助手，向能够自主完成复杂任务的智能代 ...

Core Insights - Tesla's CEO Elon Musk announced the detailed rollout plan for the highly anticipated FSD V14 version, with the first deployment expected next week, followed by V14.1 and V14.2 in a staggered update approach [1][2] Group 1: FSD V14 Rollout Plan - The initial release of FSD V14 will be an "early wide release," primarily targeting Tesla's internal employees, early testers, and select industry influencers, rather than all vehicle owners [2] - Approximately two weeks after the initial version, Tesla plans to launch FSD V14.1, which is expected to address various errors identified in the initial release and will likely be the first version pushed to the general public [4] Group 2: Technical Enhancements - The FSD V14 update is characterized as a fundamental architectural upgrade, comparable to V12, and is considered the second-largest update in FSD's history, featuring a neural network model with a tenfold increase in parameters [4] - The new version will reduce video data compression rates, enhancing the vehicle's visual clarity and precision in judgment, while also decreasing the frequency of driver monitoring [4] Group 3: Additional Features and Goals - Features previously listed as "coming soon" in the V13.2.9 update, such as audio input recognition for emergency vehicles and further optimization of "phantom braking," are expected to be implemented in the V14 series [5] - However, the highly requested "destination auto-parking" feature was not mentioned by Musk, indicating it may not be included in the initial V14 release [5] - The core objective of the new architecture in V14 is to provide vehicles with driving intuition closer to that of humans, enabling them to handle more complex road scenarios [5]

据国家发改委、国家能源局近日发布的《新型储能规模化建设专项行动方案(2025—2027年)》提出的目标，到2027年，中国新型储能装机规模将达到1.8亿千 瓦以上，这将拉动新增项目投资约2500亿元。新型储能技术路线仍以锂离子电池储能为主，各类技术路线及应用场景进一步丰富，培育一批试点应用项目， 打造一批典型应用场景。 今日储能概念反复活跃，截至发稿，万润新能、科陆电子涨停，海博思创、湖南裕能涨超10%，艾罗能源、科林电气、横店东磁、和顺电气等跟涨。ETF方 面，储能电池ETF涨超4%。 消息面上，据央视财经报道，目前国内储能电芯的需求十分强劲。头部电池企业均表示工厂已处于满产状态，一些订单已经排到明年年初。 中信证券指出，上述目标意味着至2027年国内新型储能装机规模翻倍。虽该目标在量级上与市场此前预测接近，但方案的印发在实质上将"市场预测"转变 为"政策目标底线"，预测实际装机大概率将超过政策目标。基于此，中信证券上调2025—2027年国内储能装机预测至140GW、190GW、230GW。 值得一提的是，今年上半年，国内的储能市场维持着较高的景气度。据中关村储能产业技术联盟（CNESA）数据，截至202 ...

本周一早间，现货黄金突破3800美元/盎司，续创历史新高，日内涨超1%。现货白银日内涨2.26%，报47.09美元/盎司。 现货黄金今年以来已经累计上涨近45%，不仅跑赢今年所有其他主要资产类别的表现，而且也创下了自1979年以来最大的年度涨幅。 全球投资者持续买入黄金 今年黄金的上涨受到多方面因素支撑。首先是美联储9月开启年内首次降息后，市场普遍预计其在接下来三个月内将进一步降息；此外，国际 地缘政治风险持续升温推升避险需求，全球黄金ETF持续收到热捧。 与此同时，景顺全球宏观策略师阿纳布·达斯（Arnab Das）也在近期表示，金价涨势仍有支撑。 "我们认为没有真正的黄金替代品可以对冲美国的风险，并预计各国央行将继续购买黄金......在我看来，各国央行购买黄金是因为他们认为没有 法定货币可以替代美元。"达斯说。 来自美国的风险是金价主要推动力 世界黄金协会表示，来自美国的风险是近期金价上涨的主要推手。 他们列举了两个原因。 首先，有证据表明，美国经济放缓的风险将使美联储进一步降低利率。这意味着持有美元现金储备的利息将会降低，与黄金相比，其吸引力会 降低。 其次，美国特朗普政府针对美联储独立性发出的威胁言 ...