Group 1: Trade Relations and Market Reactions - President Trump indicated that the cumulative 145% tariffs on Chinese goods are "too high," suggesting a significant reduction in rates, though not to zero [1] - U.S. Treasury Secretary stated that the goal of the tariff policy is not to "decouple" from China, and that negotiations may be challenging but an agreement is possible in the future [1] - U.S. stock markets rebounded with all three major indices rising over 2.5% on April 22, ending a four-day decline, driven by improved trade negotiation prospects [1] Group 2: Gold Market Dynamics - Gold prices previously surged past $3,500 per ounce but fell nearly 2% afterward, with domestic retail gold jewelry prices dropping by 27 yuan per gram [2] - The price increase in gold this year was nearly 30% due to Trump's criticisms of the Federal Reserve, making gold a primary safe-haven asset [2] - Trump's recent comments about not intending to replace Fed Chair Powell contributed to a market sentiment recovery [2] Group 3: Regulatory Challenges for Tech Giants - Apple and Meta were fined a total of €700 million by the EU under the Digital Markets Act, with Apple facing a €500 million penalty and Meta €200 million [3] - The EU's penalties are not at the maximum limit, and companies have a 60-day observation period to comply with new regulations regarding alternative purchasing methods and user consent for personalized ads [3] Group 4: Tesla's Financial Performance - Tesla reported Q1 revenue of $19.335 billion, a year-on-year decline of approximately 9%, with automotive revenue down 20% to around $14 billion [4] - Adjusted net profit fell 39% to $934 million, impacted by Model Y production upgrades, declining average selling prices, and reduced delivery volumes [4] - Tesla's energy business showed strong growth, with energy deployment increasing by 54% year-on-year [4] Group 5: Corporate Restructuring and Strategy - Intel plans to lay off over 20,000 employees, aiming to reduce bureaucracy and rebuild an engineering-focused culture [8] - This restructuring follows a previous layoff announcement of approximately 15,000 employees and is part of new CEO Pat Gelsinger's strategy to revitalize the company [8] Group 6: New Ventures in E-commerce - iQIYI has launched a content e-commerce platform focusing on live-streaming sales, targeting its membership base as a potential user group [9] - The company is seeking new growth avenues after experiencing declines in both membership and advertising revenue [9] Group 7: Financial Performance of Transsion Holdings - Transsion Holdings projected a 10.31% revenue growth for 2024, reaching 68.72 billion yuan, with African revenue accounting for 33.3% of total income [10] - Net profit is expected to be 5.55 billion yuan, a modest increase of 0.22%, influenced by market expansion and product upgrades [10] Group 8: Leadership Changes at Nike - Nike appointed Jennifer Hartley as the new Chief Strategy Officer, tasked with driving the company's strategic agenda [11] - This appointment follows a series of management changes due to performance declines, including the return of CEO Elliot Hill [11] Group 9: Automotive Innovations - Zeekr unveiled its flagship SUV, the Zeekr 9X, featuring advanced L3-level intelligent driving capabilities and a high-performance electric hybrid engine [12] - The vehicle incorporates cutting-edge technology, including a 900V architecture and multiple laser radars for enhanced driving assistance [12] Group 10: Strategic Partnerships in Automotive Technology - Intel and Black Sesame Intelligence announced a strategic partnership to develop an integrated platform for smart cockpit and autonomous driving technologies [14][15] - This collaboration aims to leverage both companies' strengths in chip technology and provide adaptable design solutions for various vehicle models [14][15]

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 工信部监管新规发布后，"安全" "辅助驾驶" 成为车展智驾宣传关键词。 文 丨 赵宇 郭瑞婵 曾兴 魏冰 编辑 丨 龚方毅 此前，智能驾驶之所以在市场宣传层面过于激进，和中国汽车市场的销量竞赛直接相关。为了说服消 费者买车，车企的市场部门和一线销售人员都有动力强调自家智能驾驶技术的先进性。 随着工信部等监管部门从官方层面收紧对于智能驾驶的宣传口径，风向大调整。一些平时耳熟能详的 词语忽然从车企和智驾供应商的物料上消失，"安全" 成为大多数厂商在市场营销层面的关键词 —— 这些在 2025 年上海车展上体现得淋漓尽致。 智驾普遍成 "辅助驾驶"， "安全" 成宣传关键词 像往届上海车展一样，在本届车展媒体日第一天最早举办发布会的车企，依旧是 "本土作战" 的上汽集 团。上汽集团总裁贾健旭说，上汽要 "All in 尚界"，并得到华为终端 BG 董事长余承东的到场支持。 但这一次，余承东全程没有提及智能驾驶，只说尚界的第一款车为了加强被动安全，研发团队把车身 质量增加了 100 多公 ...

特朗普缓和关税言论，股市反弹、金价触高后回落。 当地时间 4 月 22 日，美国总统特朗普在白宫新闻发布会上表示，对中国商品累计加征的 145% 关 税 "太高了"，税率将 "大幅下降，但不会为零"。 中美贸易谈判前景改善，也推动行情回升。美股盘中拉升，终结连续 4 天的跌势，4 月 22 日三大 指数全部收涨超 2.5%。恒生指数收涨 2.37%，苹果、汽车产业链股也都集体走高。 黄金价格此前突破了每盎司 3500 美元的历史新高，但大涨后迅速跳水，下跌近 2%，国内零售市 场足金金饰一夜跌了 27 元 / 克。今年以来，由于特朗普多次抨击和威胁美联储，黄金几乎成了唯 一的避险资产，价格上涨近三成。金价转跌也跟特朗普态度大反转有关，此前他曾称美联储主席鲍 威尔是 "大输家" 和 "行动太慢先生"，多次施压他降息，并威胁会解雇他。 然而当地时间 22 日美股盘后，特朗普接受采访时称自己无意撤换鲍威尔，加上早前美国财政部长 贝森特称看到和中国的关系缓和，让市场情绪有所回暖。 苹果和 Meta 合计被欧盟罚款 7 亿欧元。 其中苹果被罚 5 亿欧元，Meta 被罚 2 亿。处罚依据是 2022 年通过的《数字市场 ...

高额关税、政策变动，新能源普及的挑战不再是技术或者商业。 文 丨 李梓楠 制图 丨 黄帧昕 编辑 丨 黄俊杰 2023 年 5 月，世界是一副大病修复的模样。中国正在经历短暂的报复性消费，一度被疫情打断的中美 高级官员会晤和企业家互访逐渐恢复。特斯拉 CEO 马斯克在那个月底来到北京，被至少三位部长单 独接待。 特斯拉是中美合作的典范，上海工厂让特斯拉成为万亿美元科技巨头，也带动中国供应链做出电动车 的诸多工程最优解。当时最新展出的特斯拉人形机器人里，关键零件的供应名单上列着一批中国公 司。仅仅在两年前，即便相互之间存在诸多不信任，世界上最大的两个经济体依然在一些领域探索更 深入的合作。 在北京，马斯克还和当时的特斯拉二号人物，负责中国和北美业务的高级副总裁朱晓彤一起见了宁德 时代董事长曾毓群。宁德时代建议双方通过技术授权方式合作在美国建厂造电池。 当时，拜登政府补贴美国本土新能源产业的《通胀削减法案》刚开始生效，特斯拉从宁德时代进口的 电池享受不到政府补贴，每辆美国产标准续航版 Model 3 会少 3750 美元的补贴。 特斯拉和宁德时代找了一个灵活的合作方式。宁德时代不在美国工厂持有股份，而是取技术授权 ...

京东指控竞对 "二选一"，美团称其造谣引流。 京东官方微信号 "京东黑板报" 今日发文，称竞对平台强迫骑手不能接京东平台的秒送订单，导致 骑手收入下降、京东平台部分外卖订单延迟。京东为此将援助骑手，确保其收入，未来三个月全职 骑手招聘名额由五万提升至十万，并将对所有超时 20 分钟以上的外卖订单免单；"奉劝" 某平台 "好自为之、回头是岸"。 上周末，多条含 "美团封杀骑手去其他平台跑单" 等内容的聊天截图在社媒传播，美团当时回应称 相关内容纯属编造、均为谣言，造谣者已被处罚。京东今日发文后，美团官号一天内再连发两篇回 应，指称京东的陈述里只有其自身 "外卖订单延迟" 一句话符合事实，美团从未限制骑手在其他平 台接单，并说京东要求商家出资参与补贴、否则会被降级；"与其造谣引流，不如兑现承诺"。 此外，今日傍晚，有小红书用户分享刘强东为其送外卖的合影，称 "接到了东哥送的第一单外 卖"。 "请""谢谢" 让 OpenAI 增加千万美元开销。 OpenAI CEO 山姆·阿尔特曼日前在社交媒体回复用户提问说，"请""谢谢" 等用户的提示词或感谢 词，让 OpenAI 增加数千万美元的支出。他说这是值得的。越来越多 ...

与星绘有功能重合的即梦继续强势增长。 一个例子是，最近即梦和豆包都上线了立体字体生成功能，但从功能入口、提示词引导和效果侧重 上，两个产品有一些不同。 文 丨 王与桐 编辑 丨 程曼祺 我们了解到，近期字节 AI 产品部门 Flow 旗下发生产品调整：社交陪伴类 AI 产品猫箱原负责 人梁琛奇已离开字节跳动；猫箱负责人由原星绘产品负责人西原（花名）接任；同时，星绘团 队计划并入豆包，将由豆包 App 端负责人陆游（花名）一起管理。 豆包、猫箱和星绘，以及豆包爱学、Gauthmath 等都是字节跳动 AI 产品部门 Flow 旗下的产 品。Flow 由朱骏统一负责，朱骏是原 TikTok 的负责人，更早之前他创立了 Musical.ly。2023 年 3 月字节决定探索 AI 产品时，朱骏就开始负责 Flow。 猫箱自 2024 年 3 月上线，是一款集 AI 角色互动情感陪伴的社交娱乐类 App。国内，类似的头部产品 是大模型创业公司 MiniMax 旗下的星野。据第三方测评机构 AIGCRank 数据，2025 年 1 月，星野平 均日活为 96 万，猫箱为 59 万。 星绘自 2024 年 4 月上线，是 ...

这些陆续的调整，共同指向字节跳动正进一步整合 AI 研发力量。 文 丨 王与桐 编辑 丨 程曼祺 继吴永辉担任字节 AI 研发部门 Seed 的负责人后，Seed 组织正在陆续调整。 吴永辉直接管理范围扩大。据了解，近期原 Seed 大语言模型（LLM）负责人乔木已多日未现 身办公室，他的工作飞书也处于停用状态。LLM 之下的 3 个团队，Pre-train（预训练）、Post- train（后训练） 和 Horizon 转为直接向吴永辉汇报。 约半月前的另一个变化是，字节 AI Lab 的 3 个方向正式并入 Seed，分别是探索机器人和具身 智能的 Seed Robotics，将 AI 应用于材料、生物等科研探索的 AI for Science 和致力于让 AI 公正、透明、可解释且符合伦理标准的 Reponsible AI。 字节跳动进一步整合 AI 研发力量。 自 2023 年下半年以来，AI Lab 的 NLP（自然语言处理）和 Pixel Dance（视频生成团队）已陆续并 入 Seed。最新调整意味着，AI Lab 正式在组织结构上被 Seed 全部吸收到。李航仍为 AI Lab 负责 人，此次 ...

Group 1: JD vs Meituan Dispute - JD accused competitors of forcing delivery riders to avoid accepting orders from JD, leading to decreased rider income and delayed orders [1] - JD plans to assist riders by increasing full-time recruitment from 50,000 to 100,000 and offering free delivery for orders delayed by over 20 minutes [1] - Meituan responded by denying the allegations, stating that it has never restricted riders from working on other platforms and criticized JD for spreading rumors [1] Group 2: OpenAI's Increased Costs - OpenAI's CEO mentioned that polite phrases like "please" and "thank you" from users have led to an increase in operational costs by tens of millions of dollars [2] - The reliance on large models has resulted in users treating them as colleagues, which adds to the processing burden [2] Group 3: PepsiCo's Challenges - PepsiCo faces challenges due to a 10% import tariff on concentrated liquid sourced from Ireland, which is crucial for its soda production [3] - Coca-Cola, which sources a significant portion of its concentrate domestically, is less affected by these tariffs [3] - Both companies are also impacted by a 25% tariff on imported aluminum, which may lead to increased beverage prices [3] Group 4: OpenAI's Model Issues - OpenAI's new models, o3 and o4-mini, have been reported to exhibit increased hallucinations, leading users to prefer older models [4][5] - The hallucination issue is attributed to over-reliance on result-based reinforcement learning, which prioritizes correct answers over process accuracy [5] Group 5: Buick's New Energy Vehicles - Buick announced the launch of a new vehicle architecture called "Xiaoyao," designed for the Chinese market, which will support various powertrains including pure electric and hybrid [6] - The architecture allows for rapid charging capabilities, with 10 minutes of charging providing an additional 350 kilometers of range [6] - Buick plans to introduce a high-end sub-brand "ELECTRA 至境," with the first model being a million-level MPV expected to launch this year [6] Group 6: Robotics and AI Developments - A humanoid robot completed a half marathon in 2 hours and 40 minutes, showcasing advancements in robotics [7] - The robot's performance was attributed to enhancements in stability and heat resistance [7] Group 7: Global Pistachio Supply Issues - A chocolate product from the UAE gained popularity, leading to a surge in pistachio prices, which increased from $7.65 to $10.30 per pound [8] - Iran plans to increase pistachio exports to the UAE by 40% in the upcoming year [8] Group 8: Gaming Industry Updates - A total of 127 games received approval for new versions, including 118 domestic and 9 imported titles [9][10] Group 9: DHL Shipping Policy Changes - DHL has suspended shipments of goods valued over $800 to the US for individuals, affecting B2C shipments while B2B continues [11] Group 10: Laser Radar Technology Advancements - RoboSense launched a customizable laser radar platform with high-performance specifications, set to be mass-produced this year [12] - Hesai introduced a new laser radar perception solution aimed at L2 to L4 autonomous driving levels [13] Group 11: CATL's R&D Investments - CATL's CEO announced that the company has invested over 70 billion yuan in R&D over the past decade, with a record investment of 18.6 billion yuan planned for 2024 [14] - The company unveiled several new battery technologies, including a lithium iron phosphate battery with a peak charging power exceeding 1.3 megawatts [14] Group 12: GAC and Didi's Autonomous Vehicle Collaboration - GAC Aion and Didi showcased their first L4 autonomous vehicle, which is set for mass production by the end of the year [15]

未来智能表示，本轮融资将重点用于拓展海外市场及研发新产品形态，计划今年进入北美、日本、欧 洲等市场。今年年初的 CES（国际消费类电子产品展览会）上，未来智能正式宣布，以 "viaim" 品牌 进入北美市场。 大语言模型热潮以来，创业公司与大公司都在探索 AI 结合硬件的机会——AI 耳机、AI 眼镜、AI 挂 坠甚至 AI 手机壳等不同形态涌现。具体到 AI 耳机领域，目前活跃着三类公司，它们的入场原因和资 源各不相同。 编辑 丨 程曼祺 据我们了解，AI 硬件公司未来智能近日完成数千万元人民币的 Pre A+ 轮融资，由启明创投与 上海国投孚腾资本联合领投。 未来智能成立于 2021 年，由科大讯飞 AI 耳机业务孵化、独立而来，后者在 2020 年就发布过 第一款支持 AI 语音转写功能的耳机 iFLYBUDS。未来智能创始人、CEO 马啸曾任科大讯飞智 能助手业务部总经理、智能耳机业务总经理。 今年初，未来智能完成数千万元人民币的 Pre-A 轮融资，由万物创投领投，初心资本跟投，截至目 前，未来智能已完成四轮融资。 未来智能的主要产品是 AI 耳机，服务办公、会议场景，可完成录音转写、同传听译、摘要 ...

大厂团队开发 AI 产品的样本。 4 月 18 日周五晚，字节的 Agent 产品 "扣子空间（space.coze.cn） " 开启内测。团队为此准备不少算 力资源，但短短几小时内，服务器就被涌入的用户挤爆。 超出预期的用户热情，让扣子团队再次验证一个判断：用户一直在等待能用的 AI 产品，去解决工作 中的问题。 ChatGPT 让聊天窗成为大模型应用首选的交互界面。理由是当 AI 足够聪明，似乎就不需要用户学 习，不用熟悉按钮和菜单、只用自然语言下命令就够了。 字节在 2023 年下半年搭起 AI 应用开发平台 "扣子（Coze）"，让开发者不需要熟悉复杂的技术能 力，就能将自己的数据接入最前沿的大模型，做各式各样的应用。到 2024 年中，扣子团队发现，尽 管聊天机器人应用成千上万地出现，从知识问答到情感陪伴，覆盖几乎所有热门的场景，但大多面临 相同的问题：用户增长难，留存更难。 这是一个产品形态与用户真实需求形成偏差的案例。聊天界面简单易用，但对大模型要求极高，导致 不论中美都是一两个通用 AI 聊天应用断层式领先。扣子团队发现，平台上有一类应用的增长和留存 明显更好——嵌入到用户工作流的大模型应用， ...