Group 1 - The CEO of Lantu Automotive, Lu Fang, announced that five models in deep collaboration with Huawei will be unveiled at the Lantu Era Fashion Night on September 26 [1] - The Lantu flagship SUV, internally codenamed "Taishan," will feature Huawei's ADS Ultra four-laser radar intelligent driving solution, which is the highest version among Huawei's ADS 4 series [1] - Huawei's founder, Ren Zhengfei, expressed confidence in the collaboration between Huawei and Lantu, indicating a promising future for their partnership [1] Group 2 - Dongfeng Motor's chairman, Yang Qing, visited Huawei and discussed deepening cooperation in areas such as new energy, intelligent technology, and marketing [1] - Ren Zhengfei emphasized that the fundamental goal of the automotive industry is to produce high-quality vehicles, with safety being the highest priority [1] - Xu Zhijun from Huawei stated that the company will fully support Dongfeng Motor's transformation and development [1]

凤凰网科技讯 （作者/杨睿琪）9月23日，电池科技企业远景动力（AESC）正式宣布，任命万飚为全球 首席执行官。 万飚是华为无线产品与终端业务的核心元老，曾担任无线产品线总裁、终端公司总裁、俄罗斯地区部总 裁、消费者业务及移动宽带与家庭产品线总裁、消费者业务首席运营官（COO）等关键职务。2020年 荣耀独立后，他出任首任董事长，成功推动供应链恢复、渠道重建与国际合作，助力品牌迅速回归市场 正轨。今年9月，荣耀确认其辞去副董事长等职务，此次加入远景动力明确了其职业新动向。 万飚在内部信中表示："期待与全球团队紧密携手，共同把握新一轮全球新能源增长机遇，持续为客户 提供安全、高性能的解决方案，夯实远景动力在清洁能源科技领域的领先地位，为全球零碳转型事业贡 献力量。" 据了解，远景动力为远景科技集团旗下企业，成立于2007年，是全球最早实现动力电池大规模量产的公 司之一，客户涵盖宝马、奔驰、日产、雷诺、Fluence等国际主流车企和储能集成商，并在中、日、 美、英、法、西等多国设有电池超级工厂。 ...

Group 1 - BMW Group announced the launch of the third-generation hydrogen fuel cell system, with prototype production already underway, set for mass production in 2028, initially to be featured in the new BMW X5 model [1] - The hydrogen fuel cell vehicle will enhance BMW's product matrix with efficient zero-emission driving options, emphasizing hydrogen's role in global decarbonization efforts [1] - BMW has nearly 50 years of experience in hydrogen energy, starting with the first liquid hydrogen-powered BMW 520 test vehicle in 1979, and has progressively developed various hydrogen-powered models over the years [1] Group 2 - The third-generation hydrogen fuel cell system features significant technical optimizations, including a 25% reduction in space compared to the previous generation and improved efficiency for longer range, higher power, and lower energy consumption [1] - The system is developed in collaboration with Toyota and is applicable to both passenger and commercial vehicles [1] - BMW's modular hydrogen storage system technology won the "Global New Energy Vehicle Frontier Technology" award at the 2024 World New Energy Vehicle Conference, enhancing hydrogen storage capacity while improving overall vehicle rigidity [2] Group 3 - In the Chinese market, supportive policies such as the "Medium and Long-term Plan for Hydrogen Energy Industry Development (2021-2035)" and the "Energy Law of the People's Republic of China" facilitate the industrialization of hydrogen energy [2] - BMW's hydrogen fuel cell technology development aligns with China's hydrogen energy growth, contributing to the realization of hydrogen-powered mobility [2]

硅谷AI界似乎从不缺天价交易。当地时间9月22日（周一），英伟达宣布了对OpenAI最高1000亿美元的投资计划，该消息将这一算力巨头再次捧上高位。其 股价周一一度涨超4%，刷新历史新高，总市值逼近4.5万亿美元。 9月22日，英伟达加入，完成了这轮闭环，该公司计划向OpenAI投资最高1000亿美元，双方将共同建设大规模数据中心。根据协议，OpenAI将利用英伟达系 统建设并部署至少10吉瓦的人工智能（AI）数据中心，用于训练和运行下一代模型。这一耗电量相当于800万户美国家庭的用电量。英伟达CEO黄仁勋周一 在接受采访时表示，10吉瓦相当于400万至500万块图形处理器（GPU），约等于英伟达今年的出货总量，是去年的两倍。 背后的利益传导逻辑似乎再清晰不过。OpenAI向甲骨文购买云服务；甲骨文作为硬件基础设施供应商，负责建设并运营庞大的数据中心，为了提供这些服 务，它需要向英伟达采购大量的GPU芯片，资金在很大程度上流回英伟达；紧接着，英伟达再将其部分利润以战略投资的形式返还给OpenAI，支持其进一 步的AI基础设施建设。 疑惑留给了众人——巨额资金在多方手中循环一圈后，似乎又回到了原点，若成功运行， ...

当地时间周一，英伟达首席执行官黄仁勋宣布，英伟达计划向投资1000亿美元，双方共建大规模数据中 心。 "其次，也许更重要的是，这项合作将使英伟达成为OpenAI首选的战略计算和网络合作伙伴。虽然没有 明确的份额，但从表面上看，这项协议增加了包括博通和AMD在内的其它供应商的竞争风险。"美银分 析师表示。 Hargreaves Lansdown的高级股票分析师Matt Britzman也发表了类似的观点。他表示，"对于英伟达来 说，回报是巨大的——每千兆瓦的人工智能数据中心容量能带来大约500亿美元的营收，这意味着该项 目的价值可能高达5000亿美元。" "通过锁定OpenAI作为战略合作伙伴，并共同优化硬件和软件路线图，英伟达正在确保其图形处理器 （GPU）依然是下一代AI基础设施的支柱。" Britzman表示。 这标志着全球人工智能（AI）竞赛中两家最引人注目的参与者之间的合作，提振了投资者对AI板块的 信心。甚至有分析认为，这表明AI热潮尚处早期阶段。 受此影响，英伟达股价周一大涨 3.97%，报183.61美元，创下收盘历史新高。这则消息还带动了美股科 技股上涨，并推动美股三大指数齐创历史新高。 华尔 ...

Core Insights - The U.S. government currently collects approximately $350 billion annually in tariff revenue, which is considered a significant amount [1][6] - This tariff revenue accounts for about 18% of annual household income tax payments, highlighting its importance as a revenue source in shaping the U.S. economy and trade landscape [3][6] Tariff Impact on Households - Tariffs, essentially taxes on imported goods, have been a controversial tool in U.S. economic policy, traditionally used to protect domestic industries or raise public funds [6] - The burden of tariffs is not evenly distributed, as economists believe that the costs are passed on to consumers, leading to increased prices for a range of products from electronics to household goods [6][7] - Tariffs act as an indirect tax on households, disproportionately affecting low-income families who spend a higher percentage of their income on everyday consumer goods [7][8] Implications for National Debt - The rise in tariff revenue is recognized as an important step towards managing the U.S. national debt, which stands at $37 trillion [9] - The Congressional Budget Office (CBO) estimates that this could help reduce the deficit by up to $4 trillion over the next decade, although experts caution against overestimating the ability of tariffs to significantly reduce the deficit [10] - While tariff revenues are substantial, they represent only a small part of the funding needed to fully address the national debt, especially considering commitments to welfare programs and rising interest costs [10]

这与白宫的表态截然不同。此前白宫发言人Kush Desai在一份声明中表示，特朗普总统的关税措施已导 致数万亿美元的投资在美国进行建设和雇用美国人。 "政府仍然专注于实施一整套供给侧增长政策，如减税、放松管制和丰富能源，以降低成本，恢复美国 人在特朗普总统第一个任期内所经历的经济活力。"声明称。 然而，科恩提到了今年的大型科技公司的"裁员浪潮"，其中包括微软和Meta。总体而言，根据layoff .fyi 的数据，仅今年一年，就有204家公司的近9万名科技员工被解雇。他指出，这些裁员已经开始影响经 济。 美国劳工统计局（Bureau of Labor Statistics）最近的就业数据显示，8月份新增就业岗位仅为2.2万个， 低于7月份的7.9万个。上周，美联储将利率下调了0.25个百分点，试图遏制这一趋势，提振经济。 自美国总统特朗普上任、不断乱挥"关税大棒"以来，来自政界、商界以及经济学家、学者的警告声也此 起彼伏。最新的警告来自"特朗普1.0"时期的经济顾问加里·科恩（Gary Cohn）。 科恩最接受最新采访时表示，关税正在提高做生意的成本，这可能会让美国人找工作更难。他解释称， 由于关税，企业感受 ...

Core Viewpoint - The U.S. Treasury yields have declined for the fourth consecutive trading day, influenced by cautious signals from multiple Federal Reserve policymakers regarding interest rate decisions, leading to a cooling of market expectations for consecutive rate cuts this year [1][4][6] Group 1: Treasury Yield Movements - The yields on U.S. Treasury bonds across various maturities have generally increased, with the 2-year yield rising by 3.36 basis points to 3.601%, the 5-year yield up by 2.45 basis points to 3.701%, the 10-year yield increasing by 2.12 basis points to 4.147%, and the 30-year yield climbing by 2.07 basis points to 4.763% [1] - The 10-year Treasury yield reached its highest point since September 5, reflecting market reactions to economic data and Federal Reserve communications [4] - The two-year Treasury yield also hit a three-week high of over 3.6% during trading, indicating a shift in interest rate expectations [4] Group 2: Federal Reserve Communications - Recent comments from Federal Reserve officials have been relatively hawkish, suggesting limited room for further rate cuts, with St. Louis Fed President Musalem and Atlanta Fed President Bostic expressing caution regarding future rate adjustments [4][5] - The latest dot plot from the Federal Reserve indicates two more rate cuts by 2025, but several officials anticipate no further easing actions before 2026 [6] - Market pricing for rate cuts has adjusted, with traders now expecting a total of 41 basis points in cuts this year, indicating a reduction in the previously higher expectations for multiple cuts [6] Group 3: Market Reactions - The market's reaction to the Federal Reserve's recent rate cut and subsequent communications has led to a "buy the rumor, sell the news" scenario, contributing to rising yields [5] - The overall yield curve has shifted higher as the Fed's language has become less dovish, impacting market expectations for upcoming rate cuts in October and December [6] - Investors are advised to closely monitor upcoming remarks from Fed Chair Powell, as his statements could further influence market sentiment and yield movements [6]

凤凰网科技讯 北京时间9月23日，据彭博社报道，英伟达公司周一向客户保证，其与OpenAI达成的1000 亿美元投资以及联手扩大AI基础设施的里程碑式合作协议，不会影响公司与其他客户的关系。 周一早些时候，英伟达和OpenAI宣布已签署意向书，推进高达1000亿美元的投资交易，目标是建设配 备英伟达芯片的数据中心，总功率至少达到10吉瓦。这些基础设施将用于开发和运行人工智能模型。 近年来，英伟达芯片已成为硅谷最抢手的商品。数据中心运营商都争相获取尽可能多的英伟达芯片。这 股抢购热潮推动英伟达销售额和股价双双飙升。目前，英伟达的市值已接近4.5万亿美元，是全球市值 最高的公司。 英伟达CEO黄仁勋(Jensen Huang)一直在通过扩大客户群来保持公司的增长势头。尽管英伟达取得了巨 大成功，但其收入仍然高度依赖一小部分公司，包括微软、Meta、亚马逊和谷歌母公司Alphabet。 英伟达周一晚间在一份声明中表示："我们的投资不会改变我们的战略重点，也不会影响对其他客户的 产品供应。无论是否涉及股权投资，我们都将继续把每一位客户置于首要位置。" 这些客户也在直接竞争，争相尽快建设AI基础设施，以吸引更多用户使用 ...

智通财经9月22日讯（记者 李洁）9月22日，国务院新闻办公室举行"高质量完成'十四五'规划"系列 主题新闻发布会，金融监管部门详细介绍了"十四五"时期金融业发展成就。 住建部与金融监管总局此前明确，将继续扩大"白名单"覆盖范围，让更多房地产项目获得融资支 持。 "协调机制直接针对房地产项目融资难题，而不是简单地向开发商注入流动性，这有助于精准支持 保交楼工作。"一位房地产行业分析师指出。 分析人士指出，金融监管部门在"十四五"期间打出的政策组合拳已初见成效，未来房地产金融政策 预计将延续现有思路，一方面继续通过融资协调机制支持保交楼工作，另一方面稳步推进保障性住房建 设等"三大工程"，促进房地产市场平稳过渡。 其中，房地产金融政策成效显著，特别是城市房地产融资协调机制的建立，成为化解房地产风险的 关键举措。 国家金融监督管理总局局长李云泽在发布会上表示，该机制通过"白名单"项目发放贷款超过7万亿 元，支持近2000万套住房建设交付，有力保障了广大购房人的合法权益。 发布会主要回顾"十四五"成就，不涉及短期政策调整，但潘功胜强调货币政策"以我为主"的思路， 表示将"根据宏观经济运行情况和形势变化，综合运用多种 ...