如果说，AGI的实现与否放在两年前还有"路线之争"。而今，超级人工智能的出现，似乎已是板上钉 钉。 最近一段时间，AI届大佬接连发出全新"警告"：人类智力的霸权时代，已进入倒计时。 "ChatGPT之父"萨姆·奥特曼在一次深度专访中，给出了一个全新时间表预测：到2030年，人工智能将在 所有维度上超越人类。 他引用数据说，社会上一半的工作岗位每75年就会更替一次，而AI将把这个周期急剧缩短。 Stability AI前CEO、缔造者Emad Mostaque则将这个时间点提前了两年多，并进一步"预想"：未来1000 天内，人工智能不仅将取代人类工作岗位，更将彻底重塑人类的经济结构。 他认为，在智能崛起（Intelligence Inversion）的这个当下阶段，AI将主导GDP增长，人类智能将被机器 智能替代，大量认知劳动将被AI智能体取代——毕竟，Agent廉价且高效。 这也就意味着，人类劳动价值不只是归零，有可能转为负值。因为从投入产出比来看，AI成本更低、 效率更高，比人类劳动力更有性价比。 大佬们并非夸夸其谈，这些"预警"已经切实反映在当下的就业市场上了。 初级岗位悄悄消失 AI对招聘市场是否真实地 ...

晨星高级股票分析师谭雪莉(Chelsey Tam)在一份报告中写道："该股看起来被低估了。阿里加大海外数 据中心的投资、具备竞争力的业务表现、其开源模型的广泛应用，以及自研芯片性能的提升，都在支撑 云业务的收入增长。" 摩根士丹利分析师在另一份报告中指出，在杭州云栖大会后，他们"对阿里云的前景更加乐观"。在此次 大会上，阿里宣布计划增加AI领域投入，并与英伟达公司建立了新的合作伙伴关系。包括余凯杰(Gary Yu)在内的大摩分析师团队在报告中写道："在资本支出增加、模型升级、战略合作伙伴关系以及国际扩 张加速的推动下，我们将阿里2026财年云业务增长预期上调至32%，2027财年上调至40%。" 阿里港股有望创下自2019年上市以来的最佳月度表现，原因是投资者看好这家互联网巨头的AI投资将 推动增长。最新财报显示，阿里上季度AI相关产品实现三位数百分比增长，云业务销售额增幅也超出 预期。随着市场乐观情绪升温，"木头姐"凯西·伍德(Cathie Wood)旗下方舟投资本月也重新建仓阿里 ADR，为四年来首次。(作者/箫雨) 凤凰网科技讯 北京时间9月29日，据彭博社报道，阿里巴巴集团是本月在港交所表现最好的内地 ...

Core Insights - The Dongfeng Warrior M817 Max+ model has been launched in collaboration with Huawei, priced at 369,900 yuan, targeting luxury smart off-road SUV market [1][2] - The vehicle features a significant upgrade in its energy system, equipped with a 50.4 kWh CATL battery, achieving a pure electric range of 215 km under CLTC conditions, allowing for "one charge a week" for urban commuters [1] - The comprehensive range with full fuel and battery reaches 1,365 km, alleviating range anxiety for long-distance off-road enthusiasts [1] - The vehicle supports a 6 kW external discharge function, providing ample power for outdoor camping scenarios [1] Technology Integration - The M817 Max+ model integrates Huawei's technology ecosystem, featuring the full suite of Huawei's intelligent automotive solutions, including the Kunpeng Intelligent Driving ADS 4.0 and Harmony Cabin 5 [2] - This integration enhances the vehicle's high-level intelligent driving capabilities in urban congestion and complex intersections, while also ensuring seamless interaction between mobile devices and the vehicle [2] Off-Road Capabilities - The M817 Max+ retains the rugged characteristics of its series, built on a non-load-bearing body with an air suspension system that allows for a 150 mm adjustment range, achieving a maximum ground clearance of 333 mm [2] - The vehicle's 5.1-meter length, combined with a bi-directional 20° rear-wheel steering technology, results in a minimum turning radius of just 5.2 meters, balancing off-road capability with urban maneuverability [2] - The powertrain delivers a total output of 505 kW and a torque of 848 N·m, equipped with an intelligent all-terrain system and smart E-lock to ensure off-road performance in complex conditions [2] Product Line Expansion - With the introduction of the Max+ version, the M817 series now includes Pro, Max, and Max+ versions, catering to diverse user groups and providing a wider range of smart off-road options for consumers [2]

Group 1 - The core viewpoint of the articles highlights the significant rise in gold and silver prices, with spot gold surpassing $3,800 per ounce, marking a new historical high, and an increase of over 1% in a single day [1] - Year-to-date, spot gold has accumulated an increase of nearly 45%, indicating strong market performance [1] - Spot silver also experienced a daily increase of 2.26%, reaching $47.09 per ounce, reflecting a positive trend in precious metals [1] Group 2 - The analysis attributes the strong performance of gold futures to several factors, including expectations of further monetary easing following the onset of the Federal Reserve's interest rate cut cycle [1] - Increased geopolitical risks have heightened demand for safe-haven assets, contributing to the rise in gold prices [1] - The growth in global gold ETF holdings, along with robust domestic consumption demand, has created a synergistic effect supporting the upward trend in gold prices [1]

Group 1 - The market showed divergence on September 29, with the ChiNext Index rising over 2.00%, while the Shanghai Composite Index fell by 0.04% and the Shenzhen Component Index increased by 1.13% [1] - Sectors such as new energy batteries, energy storage, photovoltaics, and wind power experienced significant gains, leading the market [1] - Nearly 2,800 stocks in the Shanghai, Shenzhen, and Beijing markets saw an increase [1]

Core Insights - OpenAI's valuation has reached $500 billion, with significant investments and partnerships in the AI infrastructure space, including agreements worth hundreds of billions of dollars [1][2] - Nvidia's commitment to invest up to $100 billion in OpenAI has contributed to record highs in the Nasdaq and S&P 500 indices [1] - OpenAI has secured a $300 billion computing power procurement agreement with Oracle as part of a $500 billion infrastructure project funded by SoftBank [1] - CoreWeave has agreed to provide up to $22.4 billion in AI computing power to OpenAI, increasing from an initial $11.9 billion announced earlier this year [1] - Analysts express concerns over OpenAI's reliance on a complex network of infrastructure partners and the sustainability of its investment model [2][5] Investment Dynamics - Nvidia's investment not only provides equity in OpenAI but also revenue opportunities, highlighting the intertwined financial relationships [3] - OpenAI's CFO indicated that the company expects to generate $13 billion in revenue this year, emphasizing the need for bold investments in infrastructure to support AI technology growth [4] - Some analysts warn that the financing model between OpenAI and Nvidia resembles the vendor financing seen during the early 2000s internet bubble, raising concerns about potential market instability [5][6] Future Projections - Bain & Company predicts that global computing power demand could reach 200 gigawatts by 2030, necessitating annual investments of approximately $500 billion to build sufficient data centers [6] - To cover these costs, AI companies collectively need to generate $2 trillion in annual revenue, indicating a significant funding gap of $800 billion even with full investment in cloud services and data centers [6] - OpenAI's leadership remains optimistic about the necessity of large-scale infrastructure investments, asserting that current efforts are just the beginning of what is required for AI proliferation [6]

Core Viewpoint - The recent resignations of key executives at Foshan Lighting indicate potential instability within the company's leadership, which may impact its operational performance and strategic direction [1][3]. Executive Resignations - On September 28, Foshan Lighting announced the resignations of Chairman Wan Shan and Director Li Zehua due to work adjustments, effective immediately upon delivery of their resignation letters [1]. - Wan Shan will no longer hold any position within the company, while Li Zehua will continue as Vice General Manager [1]. - This marks the fourth executive resignation within a month, following the departures of Chen Mingjie and Zhang Yong on September 12 [3]. Company Background - Foshan Lighting, established in 1958 and listed on the Shenzhen Stock Exchange in 1993, primarily engages in the research, production, and sales of general lighting, automotive lighting, and LED packaging products [3]. - The company has made several acquisitions since 2021, including controlling stakes in Liaowang Automotive Lighting, Guoxing Optoelectronics, Hule Electric, and Beijing Hangxin [3]. Shareholding Structure - The controlling shareholder of Foshan Lighting is Guangdong Guangsheng Holding Group Co., Ltd., which holds a 32.31% stake [4]. - Guangdong Guangsheng is 90% owned by the Guangdong provincial government and 10% by the Guangdong Provincial Finance Department [4]. Financial Performance - According to the 2025 semi-annual report, Foshan Lighting reported a total revenue of 4.386 billion yuan, a year-on-year decline of 8.34% [4]. - The net profit attributable to shareholders was 115 million yuan, down 40.18% year-on-year, with a net profit of 106 million yuan after deducting non-recurring gains and losses, reflecting a 40.69% decrease [4]. - The company's main business segments experienced declines, with general lighting revenue at 1.556 billion yuan (down 9.49%), LED packaging and components at 1.139 billion yuan (down 13.94%), and automotive lighting at 1.014 billion yuan (down 3.02%) [4]. - The net cash flow from operating activities was only 9.845 million yuan, a significant drop of 97.44% year-on-year, attributed to reduced cash receipts from sales [4].

凤凰网科技讯 据"京东黑板报"消息，京东今年11.11购物节将于10月9日晚8点正式开启。 ...

财务数据显示，2022年度、2023年度和2024年度，公司实现营业收入分别为3.61亿元、5.33亿元、8.31亿元，扣除非经常性损益后归属于母公司股 东的净利润分别为1亿元、1.61亿元、3.2亿元；2025年1-6月，公司实现营业收入4.35亿元，扣除非经常性损益后归属于母公司股东的净利润为1.53 亿元。 收入逐年增长的同时，公司电机单价连年走低。 2022年至2024年售价分别为295元/台、262元/台、148元/台，2025年上半年进一步降至110.4元/台。2025年上半年电机单价较2022年下降幅度高达 62.57%。此外，机器人动力系统电机单价也一路下滑，从2022年的1455.31元/台降至615.26元/台。 9月28日，据深交所披露的信息显示，南昌三瑞智能科技股份有限公司（以下简称"三瑞智能"）更新了招股书，公司拟在深交所创业板上市。 资料显示，三瑞智能成立于2009年，是无人机与机器人动力系统制造商，主营业务为无人机电动动力系统及机器人动力系统的研发、生产和销 售。 根据弗若斯特沙利文行业研究报告，按2024年销售额统计，公司2024年在全球民用无人机电动动力系统（不含动力电池）市 ...

Group 1 - The upcoming Mid-Autumn Festival and National Day holiday is driving a surge in travel bookings, with Tuniu reporting a week-on-week increase in travel product reservations for the holiday period [1] - Domestic travel bookings are particularly strong, with self-driving and free travel products seeing over 60% week-on-week growth, while group travel bookings have increased by over 50% [1] - Hotel and homestay bookings are also on the rise, with Huazhu Group reporting a 3 percentage point increase in overall booking rates compared to last year, with first-tier cities like Beijing leading the way [2] Group 2 - The "拼假" (Pinyin: pīn jià) trend is contributing to increased travel interest, with a 26% year-on-year rise in bookings for travel products from September 26 to September 28 [3] - Popular destinations are seeing significant increases in hotel search and booking volumes, particularly in cities like Beijing, Shanghai, and Chengdu, as well as lesser-known locations [3] - Tujia reported a 10% year-on-year increase in homestay bookings from September 27 to September 30, with a notable proportion of "post-00s" travelers [3] Group 3 - Flight prices for certain routes are at "floor prices," making them attractive for travelers, with one-way tickets from Beijing to Urumqi priced just over 1,000 yuan [4] - Meituan Travel identified the top 10 destinations for the holiday, including Hainan, Xinjiang, and Yunnan, with some flights experiencing price drops [4] - Despite some price reductions, overall flight prices for the holiday period remain higher than last year [4][6] Group 4 - Popular domestic routes are maintaining high prices as the holiday approaches, with specific routes like Shanghai to Kunming priced at 1,200 yuan and Beijing to Sanya at 2,698 yuan [5][6] - Airlines are dynamically adjusting ticket prices based on real-time sales and inventory, leading to some price drops before the holiday [4][6]