具身智能投融资热情持续发酵。 据每日经济新闻报道，截至6月23日，年内我国具身智能行业的投资事件共计91起，已经超过2024年全年的 77起，总投资金额达到110.37亿元。 其中，宇树科技完成了近7亿元C轮融资，银河通用机器人公司在6月23日完成了由宁德时代领投的11亿元新 一轮融资，创下具身大模型机器人领域的单笔最大融资纪录，并同时刷新该领域累计融资额最高纪录。显 然，资方的积极情绪极高。 继这之后，进入7月，近日又有星海图、它石智航、星动纪元和云深处科技等多家具身智能创企先后完成新 一轮融资，且投资方知名分别包括今日资本、美团龙珠、米哈游、鼎晖VGC和海尔资本等。 据悉，不到半个月时间（即截至2025年7月3日止），业内年内投资事件已进一步增至114起。 宁王们、腾讯们的新战场：具身智能早已成"香饽饽" 具身智能作为集未来科技之大成的新兴科技赛道，产业前景之高无疑是非常确定的，理论上未来会超越智 能汽车；而更重要的是，其具备极高的国家战略意义。 今年3月5日，具身智能首次出现在政府工作报告中，将具身智能与6G、量子科技、生物制造共同列入未来 产业。 据Statista最新预估，2024年全球AI机器人市 ...

大公司： 消息称星巴克中国竞购估值或达100亿美元，近30家机构参与角逐 据三位知情人士透露，星巴克中国业务潜在股权出售已吸引多份报价，对该咖啡连锁品牌的估值最高达 100亿美元。知情人士称，近30家国内外私募股权机构已提交非约束性报价，竞标估值区间为50亿至100 亿美元，最终交易价可能接近区间上限。其中一位人士指出，星巴克当前市值约1080亿美元，中国业务 贡献超8%全球营收，合理估值应在90亿美元左右。（新浪财经） 高德地图上线AR打卡功能 阿里巴巴集团旗下高德地图正式推出AR打卡功能，通过AI技术与地图服务的深度融合，打造虚实结合 的沉浸式打卡体验，推动地图导航服务向世界探索与生活记录领域进阶。用户只需打开并登录高德地图 App，点击页面右上角的"+"号，即可找到打卡入口，一键开启AR打卡之旅。目前，高德地图AR打卡功 能已面向所有用户全量开放，用户将App更新至最新版即可体验。 越疆科技已申请多项机器人相关专利 36氪获悉，7月9日，越疆科技正式发布六足仿生机器狗。越疆六足机器狗补全了公司"机械臂+人形+六 足"的具身机器人平台建设规划，锚定石油平台防爆巡检、光伏电站智能运维、地震废墟搜救等垂直场 ...

Core Viewpoint - The recent ruling by a U.S. judge that allows AI companies to use copyrighted works for training AI models under the doctrine of fair use has created significant concern among content creators and copyright holders [1] Group 1: Impact on Content Creators - Content creators and copyright holders are facing a "survival crisis" as users increasingly prefer to obtain information through AI chatbots rather than visiting original content links, leading to a 30% decrease in click-through rates for traditional URLs since the launch of Google's AI Mode [8][10] - The emergence of AI companies has shifted the dynamic from a dispute over revenue sharing to a more existential threat for copyright holders, as many AI firms do not compensate for the content they scrape [10] Group 2: Cloudflare's Response - Cloudflare has announced a default feature to block AI crawlers from scraping content without the website owner's permission, aiming to restore control to creators while still supporting AI innovation [3][5] - The company offers a "pay-per-use" model for AI firms to access content, providing a feasible path for AI companies to obtain content legally while empowering smaller websites to protect their data [15] Group 3: Technical Measures Against AI Crawlers - Cloudflare employs advanced techniques such as the "5-second challenge" and "AI Labyrinth" to differentiate between human users and automated tools, effectively thwarting many AI crawlers [10][12][13] - The "AI Labyrinth" strategy involves embedding hidden links that lead crawlers to meaningless content, thereby wasting their computational resources and bandwidth [12][13] Group 4: Market Dynamics - The competitive landscape is shifting as Cloudflare positions itself as a protector of content creators while also facilitating a payment structure for AI companies, creating a win-win scenario [6][15] - Major AI firms, such as Google and OpenAI, are already investing significantly in content acquisition, indicating a willingness to pay for quality content, which highlights the potential for a structured payment system [15]

车东西7月9日消息，日前，据社交媒体博主@Dirty Tesla的视频显示，一辆特斯拉Robotaxi在美国德州奥斯汀市的街道中与一辆停放车辆发生轻微接触， 事故未造成人员伤亡。 特斯拉Robotaxi上线不到两周就撞车了！ 博主发布特斯拉Robotaxi首撞消息 这是特斯拉Robotaxi项目启动以来首次碰撞事件，尽管事故本身并不严重，却在社交媒体和新闻平台上引发了广泛讨论。 目前，特斯拉方面没有针对此事进行回应。 就在两周前，特斯拉Robotaxi刚刚上线之时便因多起驾驶失误引发关注，美国国家公路交通安全管理局（NHTSA）还为此介入调查。 可见，特斯拉Robotaxi上配置的这套系统还是存在一定局限性的，在一段时间的运行后，暴露出了不少问题。 01.狭窄街道突然打方向，或因纯视觉物理局限性 据社交媒体博主@Dirty Tesla的爆料，此次事故发生在奥斯汀市一条住宅街道上，他当时正在使用Robotaxi前往一家叫Home Slice Pizza的披萨店。 在临近目的地时，该车多次尝试进入停车场但都失败了，停在了入口旁边。 特斯拉Robotaxi首撞视频 通过博主在下车后拍到的视频显示，Robotaxi在 ...

早在2020年，中国就在珠穆朗玛峰海拔6500米处启动运营了全球海拔最高的5G基站。极端的地理和气候条件，要求这项工程必须集高原运输、超低温设 备保护、远程控制等多项核心技术，才能克服重重困难。 这是今天中国通信产业综合实力的缩影，也是很多人为中国5G发展感到振奋时喜欢举的一个例子。的确，中国在5G领域堪称遥遥领先，从2013年开始发 展，到2019年6月30日发放了第一张商用牌照，再到2025年4月中国5G基站总数达443.9万个，中国一步一个脚印，实现了通信产业从追赶、并跑和超越的 过程。 中国在珠峰、南海岛礁、青藏高原、沙漠戈壁等极端环境下建了不少5G基站。 而在5G基建力量雄厚的背后，则是中国在5G专利上独占鳌头的局面。截至今年1月，全球已确立的5G标准必要专利家族数量约5.6万个。其中，中国占比 高居第一，为40.8%，其次是韩国18%，美国仅以15.1%排名第三，仅和华为一家相当。 不过，几乎是美国在5G上被甩开的同时，美国近年来最为火爆的民营科技公司SpaceX，则在太空轨道上发射超8000颗低轨卫星的组网部署。这个超级卫 星网络被命名为"星链"（Starlink），其通信系统不依赖传统地面基站 ...

Group 1 - Dell is primarily known for its laptops, but its servers are also a significant product line, especially with the rising demand for AI servers and AI PCs [1][3] - Over the past 30 years, Dell's revenue has shown a continuous upward trend, nearing $100 billion, as the company has successfully navigated multiple technological waves [1][3] - The article discusses Dell's ability to sustain growth in a competitive PC market and its recent entry into the AI sector [3][4] Group 2 - Dell's evolution can be divided into four key phases: direct sales model, internet empowerment, crisis period, and transformation into a full-stack IT service provider [4][10] - The initial phase (1984-1990) focused on a direct sales model that reduced operational costs by 15%-20% and improved response times to 72 hours [5] - The expansion phase (1991-2004) saw Dell leverage the internet, increasing daily online sales from $1 million to $50 million by 2000 [6][7] Group 3 - The crisis period (2005-2013) was marked by a loss of market share and a significant drop in profits, leading to the company's privatization in 2013 [8] - Since 2013, under the leadership of founder Michael Dell, the company has transformed into a comprehensive IT service provider, acquiring EMC for $67 billion in 2016 [10] - Dell's core business is now divided into Client Solutions Group (CSG) and Infrastructure Solutions Group (ISG), with a near 1:1 revenue split between the two [10][11] Group 4 - Dell's server business is currently a focal point, with expectations that AI servers will account for about 20% of ISG revenue [13][16] - The server industry chain includes upstream components like GPUs and CPUs, with Dell positioned in the midstream as a manufacturer and integrator [16][18] - Dell holds the top position among brand manufacturers in the server market, but only commands a 7.2% market share [20] Group 5 - The server market is projected to grow from $306.7 billion in 2024 to $608 billion by 2029, with a compound annual growth rate (CAGR) of 13.5%, driven by AI server demand [31] - AI servers are expected to see a 15.6% CAGR, with their market share increasing from 14% to 25% by 2029 [35] - Dell's AI server revenue is anticipated to reach nearly $10 billion in 2024, benefiting from its deep partnership with NVIDIA [39]

吃到 Manus 红利，这款出海设计 Agent 让两万人排队申请 访问36氪出海网站letschuhai.com，获取更多全球商业相关资讯。 "无论是出海，还是本地化，LiblibAI都把被验证过的产品和经验，快速搬到了一个空白市场中。" 宁德时代领衔，中企百亿押注印尼动力电池产业链 中企在印尼跑马圈地搞电池，动作快的不止宁德时代一家。 从贫困县到"世界假睫毛之都"，小睫毛如何成为出海大生意 美国的"337调查"曾想把平度挡在门外，没曾想这反而敲醒了平度的代工梦，也催生了平度从代工到品牌的产业革命。 东莞这个镇，想生产出自己的 LABUBU "我们都想培育一些好的 IP，虽然很难，但万一成功了呢？" 热点快讯 国家发改委：我国连续15年稳坐全球制造业首位 国家发展改革委主任郑栅洁7月9日在国新办举行的"高质量完成'十四五'规划"首场新闻发布会上表示，"十四五"以来每年制造业增加值都超过30万亿元，我 国连续15年稳坐全球制造业"头把交椅"，220多种主要工业品产量世界第一，中国不能造的越来越少、能造的越来越好。(新华社) 特朗普："对等关税"将于8月1日开始实施 美国财政部长斯科特·贝森特周二在内阁会议上说 ...

Core Insights - The trend of expanding into overseas markets is becoming a definitive direction for the new energy commercial vehicle sector, especially as domestic sales decline while exports remain robust [2] - The new energy commercial vehicle market is still in an exploratory phase, providing opportunities for both traditional manufacturers and new entrants [2] - Companies like Wall Gecko Automotive are actively pursuing international markets, with a goal of achieving over 50% of revenue from overseas [4][6] Market Overview - In 2024, domestic sales of commercial vehicles in China are projected to decline by 9% to 2.969 million units, while exports are expected to grow by 17.5% to 904,000 units [2] - From January to May, exports of new energy commercial vehicles reached 41,000 units, marking a year-on-year increase of 230% [2] - The commercial vehicle market is categorized into trucks, buses, and special vehicles, with various subcategories based on usage, scenarios, and load capacity [2] Challenges and Opportunities - The new energy commercial vehicle sector faces challenges related to product reliability and operational service requirements, particularly in high-frequency usage scenarios like urban delivery and logistics [3] - The market is characterized by a lack of established patterns, allowing for coexistence and collaboration between traditional manufacturers and new players [2] Competitive Landscape - Wall Gecko Automotive focuses on whole vehicle exports and local assembly in markets with high tariffs and localization requirements [7] - The primary market for Wall Gecko is Europe, where the light commercial vehicle market is estimated at 4 million units, with a target market share of 5% [9] - Approximately 70% of customers in Europe are small to medium enterprises, while 20-30% are large clients like national postal services and logistics companies [12] Market Entry Strategies - Wall Gecko Automotive employs various strategies, including direct sales to large clients and participation in major trade shows to enhance brand visibility [14] - The company aims to penetrate the Latin American market, starting with Chile, which has supportive policies for electric logistics vehicles [17] Future Outlook - The new energy heavy-duty truck segment faces challenges such as battery weight affecting load capacity and high costs impacting total cost of ownership [19] - The company is observing potential markets like Australia, New Zealand, and Russia, while North America remains a complex and less prioritized option due to regulatory challenges [18]

Group 1 - China Ping An has shown a dramatic shift in its small loan business strategy, withdrawing from certain areas while simultaneously increasing capital in others, particularly with the recent capital increase of Heilongjiang Jinlian Yuntong Small Loan Co., Ltd. from 5 billion to 10 billion RMB, marking a 100% increase [2][4] - The company has a history of rapid expansion followed by strategic contraction in the small loan sector, consolidating various related businesses into a unified "Ping An Inclusive Finance" business cluster in 2015, aiming to become a major player in consumer finance [3][4] - Regulatory changes since 2020 have imposed stricter requirements on small loan companies, leading to a significant reduction in the number of such companies, from 7,551 in 2019 to 5,081 by March 2025, with a corresponding decrease in loan balances and workforce [5][8] Group 2 - The small loan industry in China is witnessing a trend where large institutions are increasing their capital while smaller, non-compliant firms are being eliminated, resulting in a market dominated by major players [5][9] - As of now, the largest small loan companies include ByteDance's Zhongrong Small Loan Co. with a registered capital of 19 billion RMB, Tencent's Financial Payment Small Loan Co. with 10.5 billion RMB, and Meituan's Chongqing Meituan Small Loan Co. with 7.5 billion RMB [9] - The industry is expected to evolve into a "two-polar" structure, where leading giants dominate the market while specialized institutions fill niche areas [9][10]

Core Viewpoint - The article discusses the various promotional policies introduced by car manufacturers aimed at addressing consumer concerns, but highlights the difficulties in fulfilling these promises, leading to consumer disappointment and skepticism [1][11]. Group 1: Promotional Policies - Car manufacturers are introducing attractive policies such as "one-year price guarantee," "zero self-ignition commitment," and "intelligent driving insurance" to alleviate consumer anxiety regarding vehicle purchases [2][11]. - The "three-year buyback" strategy allows consumers to sell their vehicles back to dealerships at a predetermined discount within specified time frames, but many consumers face challenges when trying to redeem this offer [6][7]. Group 2: Execution Challenges - Many of the promotional policies have stringent execution standards or are subject to various excuses for denial, leading to consumer frustration [4][9]. - For instance, the "intelligent driving insurance" has hidden conditions that limit compensation, often leaving consumers with minimal support in case of accidents [5][9]. Group 3: Market Context - The automotive industry is experiencing declining profit margins, with a reported profit rate of only 4.3% in 2024, prompting manufacturers to focus on after-sales services for profitability [13][14]. - The shift towards after-sales services is evident, as companies like Zhongsheng Group and AutoNation report significant profits from their after-sales operations despite losses in new car sales [13][14]. Group 4: Consumer Trust Issues - The lack of clear, executable details and the ability of manufacturers to fulfill their promises contribute to a growing distrust among consumers [16][11]. - The article emphasizes that without a collective industry effort to ensure transparency and accountability, individual promotional policies may only serve as temporary marketing strategies rather than genuine consumer protections [16][11].