Group 1 - Hema has recently made significant strategic adjustments, including the closure of its neighborhood pickup service and the abandonment of its membership store model, indicating a shift in focus towards core business operations [2][12][16] - The neighborhood pickup service, launched in July 2021, was intended to enhance community retail engagement but has now been deemed unsuccessful, leading to its complete shutdown by October 4 [6][12][16] - Hema's recent performance shows promising growth, with a reported GMV exceeding 75 billion yuan for the fiscal year 2025, marking its first year of adjusted EBITA profitability [13][14] Group 2 - The rise of instant retail and improved delivery efficiencies have diminished the appeal of community pickup models, as consumers increasingly prefer home delivery options [12][17] - Hema's strategic pivot towards its fresh food and discount store formats aims to capitalize on the growing demand in lower-tier markets, particularly in the Yangtze River Delta region [14][16] - The competitive landscape is intensifying, with major players like JD and Meituan entering the discount supermarket sector, posing challenges for Hema's new discount store format [17]

最新消息，AI 初创公司 Anthropic 同意支付至少 15 亿美元，来和解一起作家集体诉讼案件。此前，这些作家联合指控 Anthropic 盗版了他们的作品来训练 其聊天机器人 Claude。 在业界看来，如果该协议获得批准，那么这将是一起具有里程碑意义的和解协议，是美国版权案件历史上金额最高的赔偿，也将是 AI 公司与指控其侵犯 版权的作家、视觉艺术家，以及其他相关创意专业人士之间法律纠纷的转折点。 据了解，15 亿美元和解金背后涉及的作品约为 50 万本书，平摊下来，每本书或每部作品预计获得 3000 美元的赔偿。另外，作为和解协议的一部分， Anthropic 也同意销毁其下载的原始文件及所有副本。 根据 6 月份的一份裁决显示，Anthropic 通过各种渠道，从 Library Genesis 和 Pirate Library Mirror 等盗版网站下载了超过 700 万本「明知是盗版」的电子 版书籍。 所以，上个月的时候，美国作家协会预计每本书或每部作品的赔偿金至少为 750 美元，但现在是 3000 美元，大概率是在删除了重复作品和无版权作品 后，受影响的书籍数量变少了。 从时间来看，这 ...

Core Insights - The emergence of humanoid robots, particularly Tesla's Optimus and Figure's robots, signifies a potential trillion-dollar industry disruption [1][2][6] - Tesla's Optimus showcases advanced capabilities, including environment perception and motion coordination, with a focus on cost-effective mass production [3][4][11] - Figure emphasizes AI-driven development, aiming for a highly intelligent model before scaling hardware production [9][12] Tesla's Strategy - Tesla's approach is rooted in hardware-first philosophy, aiming to produce a humanoid robot at a target cost of $20,000 and a production goal of 5,000 units by next year [4] - The company believes that a cost-effective physical design will allow for gradual improvements in AI capabilities [5][11] - Elon Musk predicts that 80% of Tesla's value could derive from Optimus, suggesting a potential market valuation of $560 billion for this segment [11] Figure's Strategy - Figure's strategy focuses on creating a highly capable AI model that can adapt to various hardware configurations, prioritizing intelligence over immediate mass production [9][12] - The company claims to have achieved significant advancements in robot capabilities using existing models and additional data, without the need for new algorithms [8] - Figure's founder believes this approach is the correct path toward developing truly general-purpose robots [9] Industry Implications - The competition between Tesla and Figure represents two distinct paths in humanoid robot development: one prioritizing hardware and scale, the other focusing on AI adaptability [9][12] - The successful commercialization of humanoid robots could lead to significant disruptions across labor-intensive industries, including manufacturing, logistics, and elder care [11] - The entire robotics supply chain, from sensors to AI software, is expected to experience a new wave of investment as the industry evolves [11][12]

Core Points - Huawei held a product launch event on September 4, introducing five new products, including the Mate XTs, Mate TV/Pro, MatePad Mini, and FreeBuds 7i [1][6] - The highlight of the event was the return of the Kirin 9020 chip, which is integrated into the Mate XTs, marking Huawei's first new flagship SoC in four years [2][10] - The pricing strategy for the Mate XTs was adjusted, with a reduction of 2000 yuan compared to its predecessor, aiming to make the three-fold smartphone more accessible [7][9] Group 1: Mate XTs - The Mate XTs is Huawei's second mass-produced three-fold smartphone, featuring a price range from 17,999 yuan to 21,999 yuan depending on storage options [7][9] - The device includes a 10.2-inch flexible display, upgraded materials, and improved durability with aerospace-grade steel in the hinge, enhancing impact resistance by 35% [9][10] - The Kirin 9020 chip offers a 36% performance improvement over its predecessor, utilizing a 5nm enhanced process and running on HarmonyOS 5.1 [10][12] Group 2: MatePad Mini - The MatePad Mini blurs the line between tablets and smartphones, featuring a lightweight design at 255g and a thickness of 5.1mm, making it the lightest tablet over 8 inches globally [20][31] - It offers various configurations, with prices starting at 3,999 yuan, and supports SIM cards for calls and mobile data, enhancing its functionality [19][29] - The device is equipped with the Kirin 9010 processor, a 2.5K resolution OLED display, and advanced AI features for productivity [25][27] Group 3: Mate TV - The Mate TV was introduced with a focus on high performance, featuring a flagship mobile chip, 12GB RAM, and a Super MiniLED display with a peak brightness of 4000 nits [32][34] - The Mate TV includes innovative interaction features, such as a floating touch remote and the ability to connect a keyboard, transforming it into a temporary PC [36][38] - Pricing for the Mate TV starts at 8,999 yuan for the standard version, with the Pro version offering enhanced specifications at higher price points [36][38] Group 4: Overall Strategy - Huawei's product strategy emphasizes integration across devices, with smartphones resembling computers, tablets resembling smartphones, and TVs incorporating features of multiple devices [38][40] - The company reported a revenue of over 427 billion yuan in the first half of the year, with significant investment in R&D, indicating a strong commitment to innovation and market leadership [40]

作者 | 吴华秀 编辑 | 袁斯来 硬氪获悉，AI+金属新材料研发公司「创材深造」（Deep Material）近日完成数千万元A轮系列融资，先后由合世家资本与晨晖资本参与投资。本轮融资资 金将用于新材料研发迭代、高通量自动化实验室升级、人工智能模型开发，以及垂直行业场景的规模化应用。 值得注意的是，公司自研的软硬件一体化材料智能体（DM Agent）将于9月10日正式发布，进一步推动其技术落地进程。 "材料研发不是做个模型就能一蹴而就，它的难度在于数据闭环和产业落地。"创始人王轩泽表示。在他看来，这也是为什么AI在医药等领域已涌现多家上市 公司，但在金属材料领域依然少有人做成。而投资方看中的，正是创材深造在"AI+材料"领域已跑通产业化路径，并具备快速放大的条件。 成立于2021年，创材深造创造性地将人工智能嵌入金属新材料研发全流程，从算法模型、高通量实验室到材料数据体系全部自建。这条路径与王轩泽的背景 密切相关：上海交通大学本硕，人工智能方向出身，成长于钢铁重镇辽宁鞍山的材料世家。2015年，他首次意识到AI可能改变材料研发，但当时技术、算 力和数据条件尚未成熟。五年后，他看到机会临近，"在金属材料领域， ...

作者｜吴华秀 成立于2014年的国华智能，最初在北京从事谐波减速器的研发制造，经历多年技术储备后，于2021年落地青岛，完成首条产线搭建，实现产业化。过去四 年，公司先后获得青岛里程碑创投、前海母基金、山东省财金、金杨股份、小米产投等资本投资。 编辑｜袁斯来 硬氪获悉，国华智能，近期完成新一轮数千万融资，投资方包括小米产业投资及A股上市公司金杨股份，资金将主要用于人形机器人核心关节模组的技术 迭代与扩产。据创始人王广介绍，公司正加快生产和研发体系的升级，"我们要迎接一个真正的爆发点"。 公司通过持续迭代，突破减速器、电机与驱动控制器等核心技术，在谐波减速器、行星滚柱丝杠、旋转关节和直线关节等人形机器人核心部件上实现全栈 自研。"从设计、建模、加工到测试，我们能正向开发整套关节模组，这在国内屈指可数。"王广说。 据介绍，国华智能布局两个方向技术：一是聚焦谐波减速器与行星滚柱丝杠等核心传动部件；二是将这些部件与电机、驱动、传感等环节深度集成，形成 一体化关节模组。 国华智能谐波关节模组（图源/企业） 以谐波减速器为例，公司已开发四大系列、百余种标准型号，应用于工业机器人、协作机器人、人形机器人、航天等领域；行星滚 ...

Core Insights - Middle Eastern countries, particularly Saudi Arabia and the UAE, are heavily investing in AI and semiconductor industries, driven by substantial government support and strategic initiatives [3][5][17] - Major global semiconductor companies are forming partnerships and making significant investments in the region, indicating strong market potential and interest [10][11][12] Group 1: Investment and Strategic Initiatives - In May, Trump signed military, technology, and business deals worth up to $3.2 trillion with UAE, Qatar, and Saudi Arabia, including advancements in AI and semiconductors [1] - Saudi Arabia's Vision 2030 places AI at the core of its national transformation, aiming to attract $20 billion in investments and train over 20,000 AI experts by 2030 [3] - The Public Investment Fund (PIF) of Saudi Arabia has allocated over $40 billion to AI-related companies, including Humain, which plans to build data centers with a capacity of 1.9 GW by 2030 [3][4] Group 2: Regional Developments and Collaborations - The UAE's G42 is negotiating with AMD, Qualcomm, and Cerebras to reduce reliance on Nvidia and is planning a massive AI park to establish the region as a global tech hub [1][5] - Saudi Arabia's Humain is collaborating with AMD and AWS to create an AI park, with a $5 billion investment to enhance local AI infrastructure [10][11] - The UAE's MGX fund, a $100 billion initiative, aims to make AI contribute 20% to the non-oil GDP by 2031, focusing on AI infrastructure and core technologies [5] Group 3: Market Advantages - The Middle East benefits from low electricity costs, with Saudi Arabia and Qatar's prices being 40%-60% lower than the US average, which is advantageous for energy-intensive AI and semiconductor operations [8] - The region has a young and growing population, with a significant portion under 24, providing a future workforce for the semiconductor and AI sectors [9] Group 4: Local Innovations and Self-Reliance - Companies in the UAE are developing their own chips, such as the first industrial-grade photonic AI chip, aiming to reduce dependence on Western technology [14] - Saudi Arabia's KACST has successfully designed and produced advanced electronic chips, indicating a push towards local semiconductor capabilities [16]

中国商业联合会发布最新数据显示，9月份，中国零售业景气指数创8个月以来新高，零售行业发展向好 趋势明显。数据显示，9月份，中国零售业景气指数为50.6%，环比上升0.5个百分点，连续2个月上升， 创8个月以来新高。从行业分类来看：商品经营类指数50.6%，环比上升0.9个百分点；租赁经营类指数 为51.4%，环比下降0.7个百分点，继续维持在中高位景气区间；电商经营类指数重回扩张区间，其中电 商在线总商品数指数较上月回升0.8个百分点，结束4个月以来的下降趋势。分析表明，随着各地以旧换 新补贴政策调整更新，以及开学季的来临，商品消费需求继续回升，零售企业积极备货，盈利信心显著 增强，行业发展趋势明显向好。（智通财经） ...

AI 最臭名昭著的 Bug 是什么？不是代码崩溃，而是「幻觉」—— 模型自信地编造事实，让你真假难辨。这个根本性挑战，是阻碍我们完全信任 AI 的关 键障碍。 大模型会有幻觉，这几乎已经成为一个常识，让每一个严肃使用大模型的人都不得不谨慎小心。OpenAI 也指出：「ChatGPT 也会产生幻觉。GPT-5 的幻 觉明显更少，尤其是在执行推理时，但幻觉仍然会发生。幻觉仍然是所有大型语言模型面临的一大根本挑战。」 尽管现在学术界已经提出了各种各样用来降低模型幻觉的方法，但目前尚未出现能彻底「根治」模型幻觉的良方。 那么，大模型究竟为什么会出现幻觉呢？今天，OpenAI 罕见发表论文，系统性地揭示了幻觉的根源。 首先，定义幻觉。OpenAI 给出的简单定义是：「模型自信地生成不真实答案的情况。」 至于原因，简单来说就是：标准的训练和评估程序更倾向于对猜测进行奖励，而不是在模型勇于承认不确定时给予奖励。 论文标题：Why Language Models Hallucinate 论文地址：https://cdn.openai.com/pdf/d04913be-3f6f-4d2b-b283-ff432ef4aaa5/w ...

今年秋冬，茶饮圈一个明确的趋势是：做浓。 头部品牌集体上新"浓产品"，喜茶推咸酪泰奶冰，沪上阿姨上架厚布蕾波波牛乳茶、千目抹茶芝芝米麻薯，1点点、乐乐茶、百分茶也纷纷用可可、咸法 酪、干酪等强化浓郁口感。 咖门饮力试验室8月产品报告显示，奶底、茶底全面加码"浓郁感"。 饮品做浓还有哪些新机会？ 喜茶、沪上阿姨等密集上新 "浓郁"成秋冬茶饮主旋律 进入秋冬，我发现茶饮品牌不约而同开始"做浓"。 无论是奶基底、茶底，还是小料，整体都在向更醇厚、更饱满靠拢。"浓郁口感"成为新品关键词。 奶底更"香浓"，芝士、黄油、酪乳应用普遍 喜茶8月底推出"咸酪泰奶冰"，将咸酪与定制泰茶搅打成冰沙，突出浓郁茶香，并加入"芝士糯糯"强化奶香与饱满口感。 图源小红书博主@清甜. 同封面首图一起，已获授权 茉莉奶白、7分甜、KOI可宜聚焦奶香浓郁的"酪乳"，分别推出针王葡萄咸酪乳、红苹果茉莉、乳酪金乌龙。 乐乐茶则通过叠加有机牛乳、黄油牛乳、芝士酪乳，打造三重奶香的泰奶系列；LINLEE林里将水牛乳与椰乳搭配，推出冰柠奶系列，创新奶感体验。 进入9月，奈雪继续加码咸法酪和干酪，推出咸法酪米布布鲜奶茶、浓抹干酪米布布鲜奶茶，延续浓郁趋势 ...