Group 1 - JD.com plans to invest 22 billion yuan over the next five years to build approximately 150,000 "Xiao Ge Zhi Jia" housing units for frontline logistics and delivery employees [1] - The new housing will be provided through leasing, self-construction, and housing security funds, with 28,000 units already provided in 145 cities [1] - Some of the "Xiao Ge Zhi Jia" units will have monthly rents below 50% of the surrounding market price [1] Group 2 - JD.com has cumulatively invested over 22 billion yuan in improving employee living conditions, with a 10 billion yuan housing security fund established in 2023, where 77% of applicants are frontline employees [2] - The company ensures 100% labor contract signing and social insurance for full-time delivery riders, along with additional benefits such as employee assistance funds and family reunion subsidies [2] - JD.com has partnered with Guangdong Province to establish the first "Modern Rider Academy," aiming to train over 100,000 riders and frontline employees in safety, mental health, and new job skills over the next three years [2][3]

凤凰网科技讯 北京时间12月12日，据《纽约时报》报道，虽然OpenAI在周四发布了"强大"新模型GPT- 5.2来回击谷歌，但是该公司在基础模型领域已几乎没有技术优势可言。 上月感恩节前夕，谷歌宣称其全新升级的AI模型Gemini 3已超越OpenAI的技术，成为全球最顶尖的AI 模型。 不到一个月，OpenAI便发布了自家的新模型GPT-5.2，并宣称这是"迄今为止在真实世界专业应用中表 现最好的模型"。OpenAI在官方博客中称，该模型在涉及计算机编程、数学与科学的多项行业标准基准 测试中均位列榜首。 但是，对许多行业专家而言，真正值得关注的是，OpenAI基础AI模型相对于其他竞争对手的技术优势 已几乎不复存在。这场日趋白热化的AI竞赛，恰恰发生在OpenAI面临严峻财务状况之极。该公司正竭 力填补其巨额支出与收入之间的惊人缺口。 先发优势丧失 2022年底，当OpenAI发布ChatGPT聊天机器人并引爆AI热潮时，这家旧金山创业公司曾对竞争对手保 持着显著领先优势，并将这一优势维持了两年多。然而在过去12个月里，美国和中国多家公司开发的技 术已能媲美甚至超越OpenAI的顶尖模型。 "构建基础模型 ...

据新华社消息，中央经济工作会议12月10日至11日在北京举行。会议分析当前经济形势，部署2026年经济工作。 对于明年房地产市场的定调，会议提出"着力稳定房地产市场"。这是继2024年中央经济工作会议提出"持续用力推动房地产市场止跌回稳"后，中 央经济工作会议再次强调"稳楼市"。 首都经济贸易大学京津冀房地产研究院院长赵秀池指出，从内容来看，房地产的内容放到了明年工作的第八个重点工作中，即"坚持守牢底线，积 极稳妥化解重点领域风险"，亮点主要体现在稳定房地产市场、优供给、好房子建设上。 "稳楼市"政策目标不变 会议提出，坚持守牢底线，积极稳妥化解重点领域风险。着力稳定房地产市场，因城施策控增量、去库存、优供给，鼓励收购存量商品房重点用 于保障性住房等。 根据易居研究院全国百城库存报告，2025年11月，全国百城新建商品住宅去库存周期（存销比）达27.4个月，较行业合理值增加近一倍，去化速 度明显放缓。上海易居房地产研究院副院长严跃进提及，此次是时隔9年再提去库存。上一次中央经济工作会议提及"去库存"是在2016年，彼时主 要针对三四线城市库存过多问题。 "从大方向来看，一线城市去库存的压力相对较小，但在优化供 ...

艾格周四在接受CNBC采访时表示，这项合作为迪士尼提供了进入一个快速增长技术领域的契机。"这 确实给了我们一个机会，让我们能参与到AI及新型媒体娱乐形式这种真正令人惊叹的增长中去。"他表 示。 长期以来，迪士尼一直严格保护其经典角色和故事版权，其CEO艾格在好莱坞也被公认为创意内容的捍 卫者。然而，与许多娱乐公司一样，迪士尼正面临用户参与度增长的瓶颈。尽管内容投入持续增加，但 过去几年用户使用流媒体服务的时间却基本停滞。相比之下，社交媒体和用户生成内容的热度仍在持续 攀升。迪士尼与OpenAI的合作，旨在提供新的方式让用户与其知名IP互动，吸引用户在迪士尼平台上 投入更多时间。 艾格一直将迪士尼定位为亲科技公司。他在谈到与OpenAI的交易时称，他宁愿主动参与技术创新，也 不愿被技术颠覆。 "我们认为这实际上是一种让我们融入时代发展的方式，而非被其伤害。"艾格表示。他还指出，这项合 作协议也是迪士尼参与社交媒体平台上用户生成短视频热潮的一种途径。(作者/箫雨) 迪士尼CEO艾格 凤凰网科技讯北京时间12月12日，据《商业内幕》报道，迪士尼在周四宣布与OpenAI达成重磅授权协 议。对此，迪士尼CEO鲍勃.艾格 ...

奥特曼 OpenAI表示，GPT-5.2将提供即时版、思考版和专业版。即时版在文本生成和信息查询方面速度更快， 思考版更擅长编码和规划等结构化工作，专业版则为复杂难题提供最精准的解答。(作者/箫雨) 奥特曼周四对CNBC表示，谷歌发布的Gemini3模型对公司业绩指标的影响，没有最初担心的那么大。 他说，OpenAI预计将在明年1月退出"红色警报"状态。"我认为，当出现竞争威胁时，你会希望专注于 它，迅速应对。"奥特曼说。 凤凰网科技讯北京时间12月12日，据CNBC报道，当地时间周四，OpenAI发布了最新AI大模型GPT- 5.2，以应对势头迅猛的谷歌Gemini3。 面对Gemini3带来的威胁，OpenAI CEO萨姆.奥特曼(Sam Altman)在公司内部拉响了"红色警报"，集中资 源改进ChatGPT。不过，根据奥特曼的说法，谷歌Gemini3对OpenAI的影响没有想象中那么大。 ...

Group 1 - The core point of the article highlights that despite Tesla launching new, cheaper models, its U.S. sales in November fell to the lowest level in nearly four years, indicating a significant challenge for the company [1] - Tesla's total sales in November decreased by nearly 23% year-over-year, dropping from 51,513 units last year to 39,800 units, marking the lowest level since January 2022 [1] - The decline in sales suggests that the demand for the new "standard version" models is insufficient to boost overall sales after the expiration of tax credit policies, and these standard models are negatively impacting the sales of higher-end versions, particularly the Model 3 [1] Group 2 - The end of tax credit policies has had a more severe impact on many of Tesla's electric vehicle competitors, with total electric vehicle sales in the U.S. declining by over 41% in November [1] - Despite the overall decline in electric vehicle sales, Tesla's market share increased from 43.1% to 56.7% during the same period [1]

Group 1 - The global storage industry is experiencing unprecedented supply-demand tension due to surging AI demand and industry capacity adjustments, with a "storage crisis" worsening in recent months [1] - DRAM supply shortages are expected to persist until Q1 2027, with DDR memory demand projected to grow by 20.7%, significantly outpacing supply growth [1][2] - NAND flash shortages are anticipated to last until Q3 2026, leading to the most intense price increase cycle in nearly 30 years, with DDR contract prices expected to rise by 35% and NAND prices by 20% in Q4 this year [2] Group 2 - Major cloud service providers are extending their pre-purchase orders for storage components until 2028, indicating strong actual market demand rather than speculative hoarding [2][3] - Current inventory levels for storage components are critically low, with server DDR memory inventory sufficient for only 11 weeks, DRAM for personal computers and mobile devices for 9 weeks, and SSD inventory for just 8 weeks [2] - SK Hynix is expected to maintain a dominant position in the HBM4 market, holding approximately 70% market share, with target prices for SK Hynix and Samsung Electronics being raised significantly [4]

金城医药（300233.SZ）今日晚间披露的两则公告，为持续一年多的实控人操纵证券市场案画上句号。 公司董事长、实际控制人赵叶青因2017年至2020年期间共同操纵公司股票，被中国证监会正式下发《行 政处罚决定书》，处以150万元罚款并实施4年市场禁入；同时，他已辞任董事长、董事及董事会相关职 务。值得关注的是，这场跨越近三年的操纵行为最终并未取得任何资本收益，反而以亏损收场。 据公告，证监会查明的操纵行为并非由赵叶青单独完成，而是形成了分工明确的三人链条。在2017年8 月18日至2020年2月10日的操纵期间，赵叶青作为核心决策者主导操纵计划，王震承担主要实施工作， 刘峰负责次要执行。三人合计控制并使用了104个证券账户，构成账户组并对"金城医药"股票展开集中 交易。 调查显示，该账户组在操纵期间通过"集中资金优势、持股优势连续买卖"以及"自己控制的账户之间交 易"等方式，显著影响了股价与成交量。证监会披露的数据表明，三人在595个交易日中有502天参与交 易，累计竞价买入金额超过21亿元、卖出金额超过18亿元，最高持股占流通股本9.04%。 在监管处罚同步落地的同一天，金城医药公告称，赵叶青已辞去公司董 ...

Market Overview - The U.S. stock market closed mixed, with the S&P 500 and Dow Jones reaching all-time highs, while the tech-heavy Nasdaq underperformed due to Oracle's disappointing earnings report [1] - Oracle's stock plummeted by 10.8% after its quarterly guidance fell short of analyst expectations, raising concerns about its significant investments in AI cloud services [1] - The Dow Jones rose by 646.26 points (1.34%) to 48,704.01, while the Nasdaq fell by 60.30 points (0.25%) to 23,593.86, and the S&P 500 increased by 14.31 points (0.21%) to 6,900.99 [3] Economic Indicators - The Federal Reserve lowered the benchmark interest rate by 25 basis points, with Chairman Powell indicating a pause in further rate cuts, which eased investor sentiment [2] - Initial jobless claims rose to 236,000, exceeding market expectations of 220,000, highlighting ongoing concerns about employment [2] Sector Performance - Among the 11 sectors of the S&P 500, healthcare rose by 0.95%, industrials by 1.06%, real estate by 0.49%, and financials by 1.84%, while energy fell by 0.42% [3] Notable Stock Movements - Major tech stocks mostly declined, with Google A down 2.43%, Nvidia down 1.55%, and Tesla down 1.01%, while Meta rose by 0.4% and Microsoft by 1.03% [4] - Disney's stock increased by 2.4% after announcing a $1 billion investment in OpenAI, alleviating some market concerns regarding the AI sector [4] - The Nasdaq Golden Dragon China Index fell by 0.09%, with mixed performances among Chinese stocks [4] Company News - OpenAI launched the GPT-5.2 series model, which surpasses previous versions in various capabilities, including reasoning and financial modeling [6] - Eli Lilly reported that its new weight loss drug can help participants lose nearly a quarter of their body weight, exceeding market expectations [7] - Tesla's U.S. sales in November dropped to a near four-year low, with a year-over-year decline of nearly 23% [8] - Apple successfully overturned parts of a court order related to its App Store practices in an antitrust case [9] - Broadcom reported a fourth-quarter net profit of $9.71 billion, a 39% year-over-year increase, with revenue of $18.01 billion, up 28% [10]

Group 1 - The core point of the article is that LME copper prices have increased significantly, with a current rise of 2.04%, reaching a new intraday historical high of $11,791.78 per ton [1]