凤凰网科技讯 9月24日，小米创办人、董事长兼CEO雷军发文称，在2023雷军年度演讲中讲到："人因梦想而伟大，又因坚持梦想而成长。"持续成长， 就能带来巨大的改变，今年演讲，会聊聊"改变"的故事。 值得一提的是，今天早上6:37，小米CEO雷军在社交平台晒出健身房打卡照，这是他今年第99次健身。预计雷军明天将完成第100次打卡，达成全年健 身目标，并在当晚的年度演讲上正式宣布这一任务圆满完成。 据了解，在2024年跨年直播中，雷军分享了他的三个新年愿望，他希望2025年能完成100次健身打卡、交付30万辆汽车、去更多地方看美景尝美食，顺 便测测汽车。 9月23日，小米创办人、董事长兼CEO雷军发布了一段预热视频。在视频中，当谈及为何今年的演讲比往年晚了一些？雷军解释到，原计划是今年 6月 份和小米YU7的发布会一起办，但是这次发布会内容实在太多，时间也特别特别长，所以临时推迟到9月份，和小米17系列年度旗舰一起发。雷军直言，"当 我知道推迟的时候还挺高兴的，因为这样可以蹭一下小米17的流量。" 雷军还表示，每年办一次年度演讲，给大家讲讲小米的故事及最新进展，特别像交一次年度总结。 （责任编辑：郭健东 ） 【 ...

Core Insights - OpenAI plans to invest approximately $400 billion in collaboration with Oracle and SoftBank to build five new data centers in the U.S. as part of a commitment to invest $500 billion in AI infrastructure [1] - The new data centers, named "Stargate," will be located in Texas, New Mexico, and Ohio, with a total power capacity of 7 gigawatts, equivalent to the electricity consumption of some cities [1] - This expansion is a significant step towards achieving the goal of investing $500 billion in domestic data centers and AI infrastructure over the next four years [1] Company Statements - OpenAI CEO Sam Altman emphasized the importance of infrastructure development for delivering excellent technology and services [1] - Oracle's new co-CEO Clay Magouyrk stated that the work required cannot be accomplished by any single entity and requires collaboration among partners [1] - OpenAI executives revealed that the financing for the new data centers will involve a combination of cash and debt, with confidence that a new $100 billion investment agreement with NVIDIA will facilitate easier debt financing [1][2] Employment and Expansion - The new Stargate data centers are expected to create tens of thousands of new jobs across the U.S. [2] - OpenAI is still evaluating additional locations for further expansion of its data center network [2]

厦门今日出让4宗涉宅用地，成交总金额81.25亿元，这几宗地均被厦门本土企业以底价竞得。其中，象 屿、集美发展联合体以22.69亿元的底价竞得集美区杏林湾片区地块，厦门国贸以22.2亿元底价拍下思明 区前埔片区地块，建发以20.38亿元摘得湖里区湖里片区地块，厦门地铁旗下厦门盛源永嘉有限公司以 15.98亿元获得海沧区嵩屿片区地块。 ...

Core Viewpoint - The Federal Reserve Chairman Jerome Powell indicated that despite the recent interest rate cut, the current monetary policy stance remains "moderately restrictive," suggesting potential for further rate cuts if labor market weakness continues to outweigh inflation concerns [1][2]. Group 1: Monetary Policy and Economic Outlook - The Federal Reserve lowered the benchmark interest rate to a range of 4%–4.25%, marking the first rate cut of 2025, described by Powell as a "risk management cut" to address warning signs in the labor market [1]. - Powell emphasized the dual risks of inflation and employment, stating that if rates are cut too quickly or too much, inflation could remain around 3% instead of approaching the Fed's 2% target [1][2]. - Recent data indicates a significant slowdown in U.S. job growth, complicating the assessment of economic conditions, particularly with the impact of President Trump's immigration policies on labor supply [1][2]. Group 2: Inflation Concerns - Powell warned about the potential sustained inflation effects from tariff increases, noting that price levels could rise due to supply chain adjustments, with impacts spreading over several quarters [2][3]. - The recent price increases are primarily attributed to tariff hikes rather than broader price pressures, indicating a specific inflationary concern linked to trade policies [3]. Group 3: Market Valuation and Financial Stability - Powell acknowledged that stock market prices appear relatively high, suggesting that the Fed monitors the overall financial environment and its impact on policy effectiveness [5]. - Despite recognizing high stock valuations, Powell stated that it is not currently a time of rising financial stability risks [6].

Group 1 - Gold has performed exceptionally well this year, rising 44% to a record $3,784 per ounce, while other precious metals like silver, platinum, and palladium have also seen significant increases of 53%, 60%, and 33% respectively [1] - Bitcoin, often referred to as "digital gold," has only increased by over 20% this year, reaching $113,000, indicating a lag behind precious metals [1][3] - Central banks have been diversifying their strategies by increasing gold reserves, with a total global gold reserve of approximately 36,000 tons, as reported by the European Central Bank [1][2] Group 2 - Over the past three years, global central banks have added more than 1,000 tons of gold annually, more than double the average of the previous decade [2] - Bitcoin has not yet entered central bank balance sheets, limiting its role as a reserve asset, and ongoing sell-offs from early wallets have suppressed its price increase [3] - Deutsche Bank predicts that by 2030, both gold and Bitcoin may appear on central bank balance sheets simultaneously [4]

美东时间周二，因投资者对人工智能（AI）牛市趋势的可持续性产生担忧，三大指数集体收跌，纳指跌约1%，跌幅主要来自英伟达、甲骨文和亚马逊等AI 相关股票。 （三大指数日内走势图，来源：TradingView） 截至收盘，道琼斯指数跌0.19%，报46,292.78点；标普500指数跌0.55%，报6,656.92点；纳斯达克指数跌0.95%，报22,573.47点。 此前，三大指数均连续三个交易日创下历史新高。 英伟达股价下跌2.8%。此前一天，该芯片巨头宣布将向OpenAI投资最高1000亿美元，这一消息曾推高公司股价并带动整体股市上涨。 然而，部分投资者重新审视这一客户与供应商之间的交易，认为其与互联网泡沫时期的交易类似。同时，市场也对两家明星AI公司是否拥有足够能源支持 其扩张计划表示质疑。 甲骨文周二下跌4.4%，公司近三个月因乐观的AI销售预期上涨逾50%。 热门中概股普遍收跌，纳斯达克中国金龙指数跌2.22%，阿里巴巴跌0.71%，京东跌2.92%，拼多多跌0.04%，蔚来涨0.29%，小鹏汽车跌0.80%，理想汽车跌 1.65%，哔哩哔哩跌4.02%，百度跌8.09%，网易涨0.39%，腾讯音乐跌 ...

据披露，9月26日摩尔线程将在科创板迎来IPO审核。此次IPO预计募资80亿元，若成功过会，摩尔 线程将成为"国产GPU第 一股"。在摩尔线程IPO审议的前几天，A股市场上多只与其相关的概念股出现 了显著异动，连续多日涨停。 截至9月23日收盘，初灵信息、盈趣科技、和而泰、联美控股等多只与摩尔线程概念相关的股票继 续涨停，其中，和而泰更是4天3板，联美控股2连板。 据了解，部分公司股价上涨，主要因其前期曾披露对摩尔线程持股。如和而泰此前在半年报中披 露，公司对摩尔线程进行了投资，直接持有摩尔线程股份。 然而，此番市场的火爆，还是超出了许多人的意料。不少投资者跟风而动，引得其他企业如张江高 科、超声电子等企业急忙下场解释，公司没有对摩尔线程等企业进行投资。 一场算力豪赌 历时88天，国产GPU企业摩尔线程的IPO关键时刻来了。 这一巨额投资直接颠覆了人们对未来算力需求的想象。 别看现如今包括摩尔线程在内的这一批国产GPU企业开始炙手可热，如果把时间推移到七年前，他 们不过是刚刚诞生的新企业。 自2019年起，美国对中国科技企业的制裁愈演愈烈，尤其是高端GPU芯片的断供，让国内AI、云 计算、自动驾驶等行业陷入" ...

Core Viewpoint - The stock price of Haili Co., Ltd. (600619.SH) experienced a significant surge, reaching a record closing price of 27.58 yuan per share, with a total market capitalization of 29.603 billion yuan, attributed to speculation and subsequent clarifications regarding potential restructuring and shell acquisition rumors [1][2][3] Stock Performance - Haili's stock price increased by 141.72% since July 1, 2025, and by 547.42% from its low of 4.26 yuan per share on February 6, 2024, to its recent high [1][2] - The stock experienced a notable rise, with a peak closing price of 28.5 yuan per share, marking a gain of over 9% in a single trading session [1] Rumors and Clarifications - The company has repeatedly denied rumors regarding shell acquisition and restructuring, particularly in relation to Shanghai Microelectronics Equipment (Group) Co., Ltd., which has been a focal point of speculation since late 2024 [2] - Haili's announcements confirmed that there are no undisclosed significant matters affecting stock trading, and the company has not engaged in any major asset restructuring or injection [2][3] Shareholder Actions - The controlling shareholder, Shanghai Electric Holding Group Co., Ltd., announced a plan to reduce its stake by up to 10.7334 million shares, representing no more than 1% of the total share capital, due to internal business arrangements [3][4] - The controlling shareholder holds 26.41% of Haili's total share capital, with an additional 2.55% held through a subsidiary, totaling 28.96% [4] Financial Performance - For the first half of 2025, Haili reported revenue of 12.426 billion yuan, a year-on-year increase of 13.16%, and a net profit of 33 million yuan, reflecting a substantial increase of 693.76% [4] - Despite revenue growth over the past three years, net profit has remained around 30 million yuan, with previous years showing losses in net profit excluding non-recurring items [4] Company Overview - Haili Co., Ltd. is a manufacturer of core components for white goods and new energy vehicles, with operations in 12 countries and regions, employing 14,000 staff and maintaining over 20 R&D and technical service centers [5]

Core Viewpoint - Huawei announced significant upgrades for the AITO Wenjie M9 at the Hongmeng Smart Driving Autumn New Product Launch, enhancing its connectivity and network services capabilities [1] Group 1: Product Features - The AITO Wenjie M9 will support multiple features including remote control via mobile app, digital car key, and super desktop [1] - Notably, the new model will support Apple CarPlay, allowing seamless connectivity for Apple smartphone users [1] Group 2: Service Expansion - Starting from the end of November 2025, all models of the AITO Wenjie M9 will support roaming services for connected vehicles in Hong Kong and Macau [1] - Users in these regions will be able to utilize various smart connected features, including remote parking [1]

Core Viewpoint - iQOO 15 introduces significant advancements in display, chip, and system technology aimed at enhancing gaming performance and visual experience, bridging the gap between mobile and PC gaming [1] Group 1: Display Technology - The device features a 2K LEAD OLED "Everest Screen" developed in collaboration with Samsung, which eliminates the polarizing layer to improve light efficiency [1] - The screen achieves a manual brightness of 1000 nits and a peak local brightness of 6000 nits, supporting a refresh rate of 144Hz and a touch sampling rate of 3200Hz [1] - It includes dynamic brightness adjustment and hardware-level eye protection features [1] Group 2: Chip Technology - iQOO's self-developed gaming chip Q3 is introduced, supporting full-scene ray tracing and QNSS super rendering engine [1] - The chip offers game super-resolution and super-frame capabilities, similar to DLSS 2.0, enhancing image detail and frame rates with low power consumption [1] - It is compatible with over 180 games for super-resolution or super-frame processing, achieving true 2K output for several mainstream games [1] Group 3: System Enhancements - The Monster super core engine integrates the "Prophet Scheduler" and "Lightning Accelerator" to predict game frame rate demands and allocate computing resources efficiently [1] - This system reduces latency and power consumption, with the new Monster mode optimizing performance and thermal management under high-load scenarios [1] - The technologies aim to reduce the performance gap between mobile devices and PCs in gaming visuals and response times [1]