1. 【特斯拉发布专用U盘： 512G售价599元】特斯拉发布了一款专用U盘，容量为512GB，售价 599元，专为车辆的哨兵模式和行车记录仪设计。 这款U盘于5月3日在Tesla App和微信小程序上 线。 尽管官方未提供详细的读写速度等规格信息，但它符合特斯拉对哨兵模式和行车记录仪存储设备 的要求，即存储空间需大于或等于64GB，持续写入速度至少4MB/s，且兼容USB 2.0。 目前，许多 车主会选择自行组装M.2 SSD和硬盘盒来满足车辆的存储需求，但这种方式存在兼容性和稳定性风 险。 特斯拉此次推出的官方U盘，虽然价格相对较高，但能为车主提供一个更可靠的解决方案，确保 哨兵模式和行车记录仪功能的稳定运行，为车辆安全和行车记录提供有力保障。 （快科技） 2.【小米汽车定购页智驾更名辅助驾驶】据报道，小米汽车近日调整了SU7新车定购页面中的措辞， 将"智驾"更名为"辅助驾驶"。（新浪财经） 3.【2025款蔚来ES6汽车内饰曝光：配备横向中控屏 / 怀挡，有望本月至下月上市】博主 @电动星球小新 现已公布了2025款蔚来ES6（EC6）的内饰照片，并透露系列车型将配备"横屏、怀挡"。（IT之家） 除Ni ...

2025年5月3日，一年一度的伯克希尔・哈撒韦股东大会召开。 "股神"巴菲特（Warren Buffett）携副董事长阿贝尔（Greg Abel）以及保险业务负责人贾恩（Ajit Jain）一 同亮相。 今年是巴菲特收购伯克希尔公司60周年，这是巴菲特第60次主持股东会，也可能是巴菲特最后一次全程 参与的股东会。阿贝尔被确定为巴菲特接班人。 伯克希尔公布数据显示，本次大会现场参与人数约1.97万，创下历史新高，包括线上参与在内全球参与者 超过4万人。 5.AI对保险业的审慎态度： 伯克希尔承认AI可能改变保险业，但不会率先采用，需待风险与回报明确后 再行动。 6.接班人与企业文化传承： 阿贝尔被确定为巴菲特接班人，强调伯克希尔将延续"非干预"管理模式和长 期投资哲学。 7.应对美元贬值风险： 巴菲特直言美国财政政策"令人恐惧"，但伯克希尔不会投资可能崩盘的货币，增 加日元持仓。 8.Geico的逆袭与转型： 通过技术优化和裁员，Geico从危机中复苏，季度利润达20亿美元，现金储备290 亿美元。 9.能源转型与政府合作： 伯克希尔投资160亿美元建设美国最大风电站，但强调传统能源仍需维持电力稳 定供应。 以 ...

以下文章来源于秦朔朋友圈 ，作者秦朔 秦朔朋友圈 . 秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌，包括微信公 众号、微博、视频节目、音频节目等。内容聚焦于经济、金融和商业领域，关注重点为全球和中国财经 商业热点、企业家精神、创新与发明创造、商业文明探索等。 来源丨秦朔朋友圈（ ID：qspyq2015） 作者丨秦朔 图源丨摄图网 之前笔者说过：京东美团的攻防，可能演化成更大范围的一场战争。 当时我们还不知道，阿里在零售领域的大动作已箭在弦上，正在酝酿发布时机。 但我们清楚地看到了零售业的一个大趋势——从商品到服务，不仅一切都在电商化、在线化；而且一切 都在即时化、近场化，即把产品和服务更快、更近地交付给用户。 我们还看到，越年轻的消费群体，对即时消费的要求越高，希望更省时、更省力、更快速、更方便地满 足所想。 这样的大趋势，阿里不可能错过。 双剑合璧，正式入局 果然，当京东美团对即时零售做了很好的市场教育，对商家免佣金就要结束，对消费者的补贴也开始下 降之时，阿里出手了。 4月30日，五一假日前一天，淘宝天猫旗下即时零售业务"小时达"正式升级为"淘宝闪购"，在淘宝app首页 ...

Group 1 - The successful production of the Panyu 11-12 platform marks a significant advancement in the remote development of offshore heavy oil fields in China, featuring intelligent oil extraction and operational capabilities, which can save over 10 million yuan annually in operational costs compared to traditional methods [1] - The launch of the world's largest pure electric ship, "China Zorrilla," in Australia, measuring 130 meters in length and equipped with over 250 tons of batteries, represents a major milestone in electric maritime technology [1] - The Ministry of Industry and Information Technology reported that the revenue of the electronic information manufacturing industry in China reached 3.79 trillion yuan in the first quarter, reflecting a year-on-year growth of 10.6%, indicating a robust development trend in the sector [1] Group 2 - The SPHEREx space telescope has commenced its two-year survey mission, aiming to capture approximately 3,600 images daily to create a new three-dimensional map of the universe, contributing to the understanding of cosmic evolution and the origins of life in the Milky Way [1]

Group 1 - Warren Buffett announced he will resign as CEO of Berkshire Hathaway by the end of the year, recommending Greg Abel as his successor [3] - Berkshire Hathaway's Q1 net profit dropped to $4.603 billion, down from $12.702 billion in the same period last year, with Q1 EPS at $3,200 compared to $8,825 [3][5] - The company reported a Q1 revenue of $89.725 billion, slightly down from $89.869 billion year-on-year, with a significant investment loss of $6.435 billion compared to a gain of $1.876 billion in the previous year [5] Group 2 - Ant Group is reportedly planning to list its overseas unit, Ant International, in Hong Kong, with no regulatory obstacles currently identified [13] - The Chinese software industry generated revenue of 31,479 billion yuan in Q1, marking a year-on-year growth of 10.6%, with total profits increasing by 11.6% [18] - The U.S. has imposed a 25% tariff on imported key automotive parts, potentially increasing the cost of manufacturing a vehicle in the U.S. by $2,000 to $12,000 [12]

更多AIGC资讯 …… 扫码订阅 AIGC 产业日报， 3.【谷歌拟推出儿童版Gemini：能辅导学习、能编故事、能过滤不当内容】 5月3日消息，据报道， 谷歌计划下周向 13岁以下、由家长管理账户的 少年儿童用户推出Gemini的"儿童版"。 谷歌本周在一 封邮件中通知一位8岁儿童的家长："Gemini应用即将开放给您的孩子使用。 也就是说， 孩子可以用 Gemini提问题、写作业、编故事 。" Gemini面向使用谷歌 Family Link服务的用户开放。 该服务允许 家长为孩子设立Gmail账户，并决定是否启用YouTube等功能。 要注册儿童账户，家长需提供包括孩 子姓名和出生日期在内的个人信息。 （DoNews） 4.【丹麦万人研究表明：生成式AI"尚未显著影响"工资与就业情况】据报道，一项针对丹麦2023至 2024年劳动力市场的新研究发现，尽管ChatGPT等生成式AI模型如在部分职场迅速普及，但整体来 看，尚未对工资或就业产生明显影响。 这项研究由芝加哥大学与哥本哈根大学的经济学家合作完 成，论文通过大规模数据首次实证评估了AI的潜在变革力。 在题为《大型语言模型，小型劳动力市 场影响》的论 ...

Core Viewpoint - The five-star hotel industry in China is experiencing a significant decline, with many hotels facing closure or being sold at discounted prices due to various factors including changing consumer preferences and economic pressures [4][10][20]. Industry Overview - The rise of five-star hotels in China began in 1978 with the reform and opening-up policy, leading to a rapid increase in the number of hotels, particularly after the introduction of star rating standards in 1988 [6][9]. - The peak of five-star hotel numbers was reached in 2019, but the industry has since faced challenges, including the impact of the COVID-19 pandemic [9][10]. Market Dynamics - The introduction of new regulations in 2013 limited the use of five-star hotels for government meetings, leading to a decline in their prestige and a slowdown in new hotel openings [9]. - The number of five-star hotels has decreased significantly, with 171 hotels losing their five-star status between 2019 and 2024, particularly during the years 2021 to 2023 [10][12]. Financial Performance - The average revenue for five-star hotels in 2023 was 87.99 million yuan, a significant drop from over 100 million yuan in 2018, indicating a continued struggle for profitability [20]. - Some listed hotel companies reported declines in revenue and net profit compared to 2019, highlighting the financial difficulties faced by the industry [19][20]. Consumer Behavior - There is a noticeable shift in consumer preferences, with travelers increasingly opting for mid-range hotels that offer better value for money, leading to a decline in the proportion of consumers choosing five-star hotels [30][35]. - The average price of five-star hotels has decreased, with some brands experiencing significant drops in average daily rates compared to 2018 [18][20]. Competitive Landscape - New hotel brands and chains are gaining popularity, offering competitive pricing and modern amenities, which further challenges the traditional five-star hotel model [35]. - The rise of alternative accommodations and budget-friendly options has led to a decrease in the perceived value of five-star hotels among consumers [30][35].

Core Viewpoint - The article discusses the resurgence of high-priced bakery brands in major cities like Beijing, highlighting their rapid expansion and the changing consumer behavior towards premium baked goods amidst a backdrop of previous market contraction [10][50]. Group 1: Market Trends - High-end bakery brands are rapidly expanding in first and new-tier cities, with over 20 brands competing in high-traffic shopping centers like Beijing's He Sheng Hui [7][50]. - The average price of new premium bakery products exceeds 60 yuan, with some brands like UH YUHE and B&C leading the charge in market presence [10][50]. - Despite a previous wave of closures among high-priced bakeries, the current trend shows a renewed interest from consumers willing to pay for premium products, often leading to long queues at popular stores [10][14][27]. Group 2: Consumer Behavior - Consumers express mixed feelings about high-priced bakery items, with some lamenting the cost while others eagerly await new product releases, indicating a strong emotional connection to these brands [10][14][18]. - The phenomenon of "queue marketing" is prevalent, where long lines at stores create a perception of desirability and quality, driving more foot traffic [43][44]. Group 3: Brand Strategies - Many high-end bakery brands are adopting innovative marketing strategies, including social media promotions and unique product offerings to attract consumers [44][50]. - The use of creative product names and appealing packaging is a common tactic among these brands to enhance their market presence and consumer appeal [21][24][40]. - Brands are increasingly focusing on transparency in their baking processes, with open kitchens and live baking demonstrations becoming a standard feature to build consumer trust [35][37]. Group 4: Challenges and Risks - Despite the current popularity, the high-end bakery market faces significant challenges, including high operational costs and the risk of market saturation leading to potential closures [46][50]. - The average lifespan of bakery stores is decreasing, with a closure rate of 25% reported, indicating a volatile market environment [50][51]. - Some brands have already begun to close locations due to unsustainable business models, highlighting the precarious nature of the high-end bakery segment [53][54].

3.【百场车展"五一"亮相，智能化及新能源车成为拉动消费主力军】5月3日消息，据不完全统计，今 年"五一"期间，全国各地有超80个城市举办大小规模不同的近百场车展。各地通过车展联动点燃消费引 擎，以政策红利叠加科技新潮激活消费市场。记者注意到，各大车展上，智能化以及新能源车型成为拉 动消费的主力军。数据显示，新能源汽车在多地车展的成交占比突破60%，绿色消费理念正在加速渗透。 (央视新闻) 1.【优步同Momenta达成协议，明年年初在欧洲部署机器人出租车】5月3日消息，优步当地时间5月2日宣 布同Momenta达成协议，将在中美以外的国际市场为优步平台引入自动驾驶汽车。双方将于2026年年初在 欧洲部署机器人出租车，并配备车载安全操作员。（界面新闻） 2.【小米王化：下次就能看到YU7了】小米集团公关部总经理王化5月3日转发@小米汽车的上海车展总结 博文，并表示"下次车展见，开始期待"。有网友给王化留言"下次吧，还是YU7啊"，对此王化回复"嗯嗯 嗯，下次就能看到YU7了"，还有网友询问相应车展是否是"11月广州车展"，对此王化称"我只能说你回答 错误"。（新浪财经） 4.【比亚迪海豹07 DM-i智驾版5 ...

Group 1 - The successful demonstration of satellite laser ranging technology for the new generation lunar space laser retroreflector marks a significant breakthrough in precise measurement technology in deep space orbits, achieved by the "Tiandu No. 1" satellite navigation technology experimental team [1] - The completion of all components for the world's largest and strongest pulsed superconducting electromagnet system by the ITER organization represents a milestone achievement in fusion energy, with the final component being the sixth module of the central solenoid manufactured in the USA [1] - The engineering assembly of the compact fusion energy experimental device (BEST) has officially started two months ahead of schedule, aiming to demonstrate fusion energy generation for the first time, building on the previous EAST device [1] Group 2 - The launch of Jiangsu's first incremental distribution network virtual power plant signifies a step forward in smart energy management, with the platform integrating 26 megawatts of distributed solar power, 105 kilowatts of energy storage, and 145 megawatts of adjustable load [1]