兢兢业业效力公司近四十年，从基层销售一路升到管理层，去年终被任命CEO，接管全球食品巨 头。多么励志的打工人童话。然而，上任刚一年时间，就因为"吃了窝边草" ，葬送了几乎完美的 职业生涯。 一年时间下台 瑞 士 食 品 巨 头 雀 巢 集 团 昨 天 突 然 宣 布 解 雇 CEO 劳 伦 特 · 弗 赖 克 斯 （ Laurent Freixe ） ， 由 Nespresso咖啡业务负责人菲利普·纳夫拉蒂尔（Philipp Navratil）出任代理CEO，任命立即生 效。此时距离弗赖克斯被任命CEO，正好一年时间。 去年9月雀巢集团宣布弗赖克斯出任CEO的时候，曾经受到公司内外的一致认可。当时雀巢集团 股价已经较2022年高点下滑了四成，前任CEO马克·施奈德（Mark Schneider）是雀巢历史上仅 有的两位外部职业经理人，管理能力已经失去了公司内外的信任。 62岁的法国人弗赖克斯被认为是最适合领导雀巢的人选。因为他已经在雀巢工作了39年时间，在 雀巢全球诸多部门都派驻过，非常了解雀巢的庞大产品业务，更长期从事销售营销工作。 2022年雀巢调整管理结构，在雀巢效力36年的弗赖克斯终于被晋升为雀巢拉美 ...

兢兢业业效力公司近四十年，从基层销售一路升到管理层，去年终被任命CEO，接管全球食品巨头。多 么励志的打工人童话。然而，上任刚一年时间，就因为"吃了窝边草"，葬送了几乎完美的职业生涯。 一年时间下台 瑞士食品巨头雀巢集团昨天突然宣布解雇CEO劳伦特·弗赖克斯（Laurent Freixe），由Nespresso咖啡业 务负责人菲利普·纳夫拉蒂尔（Philipp Navratil）出任代理CEO，任命立即生效。此时距离弗赖克斯被任 命CEO，正好一年时间。 去年9月雀巢集团宣布弗赖克斯出任CEO的时候，曾经受到公司内外的一致认可。当时雀巢集团股价已 经较2022年高点下滑了四成，前任CEO马克·施奈德（Mark Schneider）是雀巢历史上仅有的两位外部职 业经理人，管理能力已经失去了公司内外的信任。 62岁的法国人弗赖克斯被认为是最适合领导雀巢的人选。因为他已经在雀巢工作了39年时间，在雀巢全 球诸多部门都派驻过，非常了解雀巢的庞大产品业务，更长期从事销售营销工作。 2022年雀巢调整管理结构，在雀巢效力36年的弗赖克斯终于被晋升为雀巢拉美大区的负责人，两年后又 被委任为CEO，登上了职业生涯的巅峰。这几 ...

Group 1 - Apple continues to experience talent loss in the artificial intelligence sector, with key personnel leaving for competitors like Meta and OpenAI [1][2][3] - Jian Zhang, the head of Apple's robotics research, has joined Meta's Robotics Studio, while three other researchers from Apple's large language model team have also departed [1][2] - The recent departures are part of a larger trend, with approximately 10 members of the foundational model team having left Apple recently, including its leader [1][2] Group 2 - Apple's robotics research team, which focuses on automation and AI applications, is crucial for the company's future product plans, including a desktop device with a movable screen and robotic arms for retail and manufacturing [2] - Meta is advancing its robotics research through its Reality Labs division, investing in smart glasses, AI functionalities, and humanoid robot operating systems and hardware [2] - The ongoing exodus of talent from Apple's AI team is expected to continue, with more employees seeking opportunities elsewhere [2]

他谈到，"此前'品牌出海计划'已获内部验证，相关负责的团队近期极有可能在内部争取到了更多资 源，来推动此次业务升级，重心肯定是发力与大牌的合作。" 9月3日上午消息，从多方交叉信源独家获悉，阿里旗下速卖通AliExpress正在筹备一项"最高规格"品牌 出海项目，已有世界500强及国内外头部品牌收到邀约，项目预计将在双11前正式启动。 针对上述内容，新浪科技向速卖通方面求证，速卖通回应称："近期将推出品牌出海相关项目，具体信 息以官方发布为准。" 近期，一张"速卖通双11品牌规划"截图在商家圈流传。截图显示，小米、泡泡玛特等已显示入围"超级 品牌计划"，并被标注为"深度合作"。 据接近该项目人士透露，此次合作设定的增长目标"非常激进"。速卖通或将在App端设立全新品牌专 区，为入选品牌提供流量倾斜与海外本地运营支持。 一位与速卖通长期合作的知名品牌负责人向新浪科技透露："这很可能是速卖通在看到品牌出海方向的 潜力后，借2025年'双11'和'黑五'进一步扩大增长的举措。"他指出，过去三年跨境电商行业深陷低价竞 争，"出海四小龙"中，速卖通开始率先发力品牌出海，且已有多个品牌实现GMV显著突破。 （转载自新浪科 ...

Core Insights - Alibaba's AliExpress is preparing a high-profile brand expansion project, inviting Fortune 500 and leading domestic and international brands, expected to launch before Double 11 [1] - A leaked screenshot indicates that brands like Xiaomi and Pop Mart are included in the "Super Brand Plan" for deep cooperation [1] - The growth targets for this initiative are described as "very aggressive," with plans to create a new brand section on the app to provide traffic support and local operations for selected brands [1] Group 1 - AliExpress is focusing on brand expansion in response to the potential of overseas markets, leveraging the upcoming 2025 Double 11 and Black Friday events to drive growth [1] - The cross-border e-commerce sector has faced intense price competition over the past three years, prompting AliExpress to take the lead among the "four dragons" of overseas expansion [1] - Several brands have already achieved significant breakthroughs in Gross Merchandise Volume (GMV) through this initiative [1] Group 2 - A brand representative indicated that the internal validation of the "Brand Expansion Plan" has likely secured additional resources to enhance this business upgrade, emphasizing collaboration with major brands [1] - AliExpress confirmed that it will soon launch a brand expansion project, with specific details to be released officially [1]

硅谷观察/郑峻 兢兢业业效力公司近四十年，从基层销售一路升到管理层，去年终被任命CEO，接管全球食品巨头。多 么励志的打工人童话。然而，上任刚一年时间，就因为"吃了窝边草"，葬送了几乎完美的职业生涯。 一年时间下台 瑞士食品巨头雀巢集团昨天突然宣布解雇CEO劳伦特·弗赖克斯（Laurent Freixe），由Nespresso咖啡业 务负责人菲利普·纳夫拉蒂尔（Philipp Navratil）出任代理CEO，任命立即生效。此时距离弗赖克斯被任 命CEO，正好一年时间。 去年9月雀巢集团宣布弗赖克斯出任CEO的时候，曾经受到公司内外的一致认可。当时雀巢集团股价已 经较2022年高点下滑了四成，前任CEO马克·施奈德（Mark Schneider）是雀巢历史上仅有的两位外部职 业经理人，管理能力已经失去了公司内外的信任。 62岁的法国人弗赖克斯被认为是最适合领导雀巢的人选。因为他已经在雀巢工作了39年时间，在雀巢全 球诸多部门都派驻过，非常了解雀巢的庞大产品业务，更长期从事销售营销工作。 2022年雀巢调整管理结构，在雀巢效力36年的弗赖克斯终于被晋升为雀巢拉美大区的负责人，两年后又 被委任为CEO，登上了职业 ...

新浪科技讯 9月1日上午消息，针对阿里砸下重磅订单追加寒武纪思元370至15万片一事，阿里云方面回 应新浪科技称："阿里云确实一云多芯支持国产供应链，但传言阿里采购寒武纪15万片GPU的消息不 实。" ...

Core Viewpoint - NIO reported its Q2 2025 financial results, showing a total revenue of 19.0087 billion yuan, a year-on-year increase of 9.0% and a quarter-on-quarter increase of 57.9%. The net loss was 4.9948 billion yuan, a year-on-year reduction of 1.0% and a quarter-on-quarter reduction of 26.0% [1][2]. Financial Performance - Total revenue for Q2 2025 was 19.0087 billion yuan, reflecting a 9.0% year-on-year growth and a 57.9% quarter-on-quarter growth [1]. - Net loss for the quarter was 4.9948 billion yuan, which is a 1.0% reduction year-on-year and a 26.0% reduction quarter-on-quarter [1]. - Adjusted net loss, not in accordance with GAAP, was 4.1267 billion yuan, showing a 9.0% year-on-year reduction and a 34.3% quarter-on-quarter reduction [1]. Production and Delivery Goals - The company aims to achieve a monthly delivery target of 50,000 vehicles in Q4 2025, with a total delivery exceeding 150,000 vehicles for the quarter [3]. - For the L90 model, the target is to reach a production capacity of 15,000 units by October, while the ES8 aims for the same capacity by December [3]. Gross Margin and Profitability - The gross margin for vehicles in Q2 was reported at 10.3%, with expectations for improvement in Q3 and Q4 as new models are fully integrated into production [4]. - The target gross margin for Q4 is set between 16% and 17%, with aspirations to reach 20% for the L90 and ES8 models [5]. Research and Development Expenses - The company plans to maintain R&D expenses at approximately 20 billion yuan for Q4, focusing on improving efficiency without affecting output [6][7]. - SG&A expenses are targeted to be reduced to below 10% of total sales by Q4 to help achieve non-GAAP breakeven [7]. New Model Launches and Market Strategy - NIO is prioritizing the production of the L90 and ES8 models, with no new model deliveries planned for this year due to capacity constraints [8]. - Future product plans include the launch of three large SUVs in 2026, with the ES9 and ES7 models expected to be introduced [14]. Competitive Pricing Strategy - The company aims for a long-term gross margin of 20%, with specific targets for different brands: 25% for NIO, over 15% for Ladao, and around 10% for Firefly [9]. - The pricing strategy for the L90 and ES8 is designed to be competitive, leveraging cost advantages from technological innovations [9][11]. Supply Chain and Cost Management - NIO has adjusted its supply chain strategy to focus on long-term partnerships with suppliers that align with its technological vision, enhancing cost competitiveness [13]. - The transition to self-developed chips is expected to significantly reduce costs, although specific figures were not disclosed [16].

【#蔚来明年将推出三款大SUV#】9月2日，蔚来创始人、董事长、CEO李斌在2025年二季度财报电话会 上表示，蔚来品牌明年会推出两款大SUV，一款是ES9，一款是大五座SUV ES7，加上乐道L80，公司 明年会有三款新的大SUV车型交付。#李斌称乐道L90订单超预期##李斌称蔚来目标四季度月交付5万台 # ...

【#李斌称乐道L90订单超预期# 正继续提升产能】9月2日，蔚来创始人、董事长、CEO李斌在2025年二 季度财报电话会上表示，乐道L90订单情况超过预期，在交付首月即达到了创纪录的10,575辆。目前正 与供应链合作伙伴一起继续提升产能，以尽快满足强劲的市场需求。#李斌称蔚来成本优化效果显著## 蔚来二季度经营亏损环比收窄超30%# ...