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周受资内部信曝TikTok美国方案
财联社· 2025-12-18 23:50
由字节跳动全资控股的、TikTok在美国的其他实体,将继续负责电商、广告、市场运营等商业活动,以及TikTok产品的全球互联互通。协议相关事 宜将在不晚于2026年1月22日完成。 当地时间12月18日,TikTok CEO周受资发出内部信,更新了TikTok美国业务进展。 内部信称字节跳动、TikTok已与三家投资者签署协议,并将成立新的TikTok美国合资公司。新合资公司名为TikTok美国数据安全合资有限责任公司( TikTok USDS Joint Venture LLC),将负责美国的数据保护、算法安全、内容审核和软件保障。 ...
【早报】吴清发声,事关资本市场;商务部:已批准部分稀土出口通用许可申请
财联社· 2025-12-18 23:10
Industry News - The State Council issued opinions on cracking down on illegal tobacco activities, emphasizing strict regulation of e-cigarettes and severe penalties for illegal production, wholesale, transportation, and sales [2][7] - Wu Qing attended a meeting to discuss the capital market's 14th Five-Year Plan, focusing on risk prevention, strong regulation, and promoting high-quality development [6][7] - The Ministry of Commerce responded to the European Commission's investigations into Chinese companies, highlighting the discriminatory nature of these actions and affirming China's commitment to protecting its enterprises [2][7] Company News - GuoDun Quantum's chairman, Lv Pin, unexpectedly passed away [10] - China International Capital Corporation announced a cash dividend of 434 million yuan for the first half of 2025, with the record date set for December 26 [10] - Li Chunhua, a shareholder of Lida Xin, reduced his stake by 1.56% between December 10 and December 17 [10] - Visionox plans to sign an investment cooperation agreement to advance the Hefei 8.6-generation AMOLED production line project, with a capital requirement of 9.443 billion yuan [10] Investment Opportunities - Micron Technology reported a booming demand for High Bandwidth Memory (HBM), with a projected compound annual growth rate (CAGR) of approximately 40%, increasing from about $35 billion in 2025 to around $100 billion by 2028 [20] - The persistent demand for memory in AI computing highlights the critical role of HBM, as the need for memory capacity and bandwidth continues to grow significantly [20]
马斯克:AI将让存钱变得不再必要
财联社· 2025-12-18 16:35
Core Viewpoint - Elon Musk believes that the introduction of the "Trump Account" will contribute to a future where saving money becomes unnecessary due to a universal high-income society, eliminating poverty [3][5]. Group 1: Trump Account Initiative - The "Trump Account" is a new savings and investment account for newborns and youth in the U.S., set to launch on July 4, 2026, as part of the "Great and Beautiful Act" [3][4]. - The initiative aims to help American children build wealth, with a significant donation of $6.25 billion from the Dell couple to fund initial accounts for 25 million eligible children [4]. Group 2: Future Economic Predictions - Musk predicts that advancements in artificial intelligence (AI) and robotics will lead to the elimination of the need for work, resulting in a universal high-income scenario rather than a basic income [7][8]. - He estimates an 80% probability that AI will create a situation where humans no longer need to work and have access to all necessities [9]. - In this ideal scenario, the focus will shift to the meaning of life, as machines outperform humans in all tasks, raising existential questions about human purpose [10]. Group 3: Long-term Implications of AI - Musk suggests that in the long run, any work humans do will become optional, akin to a hobby, due to the transformative impact of AI and robotics [11]. - He also posits that the widespread deployment of AI and robots may be the only solution to the U.S. debt crisis [11].
海南封关首日,iPhone最高可减2140元
财联社· 2025-12-18 15:53
据极目新闻, 12月18日,海南自由贸易港正式启动全岛封关。封关对普通人有哪些影响?海南免税店里的奶粉、化妆品、电子产品等商品会不会更 便宜?封关首日,极目新闻记者来到位于海南省三亚市的海旅免税城。 18日上午10时许,极目新闻记者在海旅免税城一家售卖苹果产品的门店看到,消费者排起长队选购苹果产品。iPhone 17 Pro Max 256GB 版本的免税价格为9299元,记者查询某电商平台苹果旗舰店,发现该版本的售价为9999元, 两者售价相差700元。 iPhone17pro 256GB 版本免税价为8299元,电商平台苹果旗舰店同款售价是8999元,也相差700元。 相比iPhone17 Pro Max和iPhone 17 pro两个型号,iPhone 17的优惠幅度相对较小。iPhone17 256GB版本免税价为5579元,电商平台 苹果旗舰店同款售价是5999元,差价为420元。 该店工作人员称, 目前免税苹果产品不能使用国家补贴,但可以叠加政府免税消费券。 以iPhone 17 pro 256GB版本为例,可以领取满 6000元减300元消费券,免税价叠加免税消费券,最终售价可以达到7999元, ...
【公告全知道】太空算力+商业航天+低空经济+云计算+人工智能!公司深入论证规划太空算力星座等特色商业卫星星座
财联社· 2025-12-18 15:37
Core Viewpoint - The article emphasizes the importance of tracking significant announcements in the stock market, including suspensions, investments, acquisitions, and performance reports, to identify potential investment opportunities and mitigate risks [1] Group 1: Space Computing and Commercial Aerospace - A company is planning a unique constellation of commercial satellites focused on space computing, integrating elements of cloud computing and artificial intelligence [1] - Another company has successfully launched the Tianmu-1 satellite constellation, which consists of 22 satellites, aimed at enhancing capabilities in commercial aerospace, chips, computing, and the digital economy [1] Group 2: Robotics and AI - A company is developing a platform that integrates robotics with AI vision, focusing on space computing and chip technology [1]
大基金三期,有新动作
财联社· 2025-12-18 15:21
Core Viewpoint - The recent changes in the shareholder structure of Anjieli Mewei Electronics Co., Ltd. have attracted attention, with the exit of the original shareholder and the entry of new investors, indicating a strategic shift towards enhancing its technological capabilities in the semiconductor packaging sector [5][6]. Group 1: Company Overview - Anjieli Mewei was established in December 2019 with a registered capital of 4.5 billion RMB, focusing on manufacturing optoelectronic devices, printed circuit boards, electronic components, and integrated circuits [5]. - The company offers advanced HDI one-stop solutions, including products like FCBGA packaging substrates, high-level HDI, and battery module assemblies [5]. Group 2: Financial Performance - For 2024, Anjieli Mewei is projected to achieve a revenue of 7.917 billion RMB with a net profit of 414 million RMB, resulting in a net profit margin of 5.2% [5]. - In the first three quarters of 2025, the company reported a revenue of 6.316 billion RMB and a net profit of 106 million RMB, with a reduced net profit margin of 1.7% [5]. - The total assets of the company increased from 15.974 billion RMB in 2024 to 16.607 billion RMB in 2025 [5]. Group 3: Investment and Strategic Implications - The entry of the National Big Fund Phase III and local state-owned enterprises as new shareholders reflects a recognition of Anjieli Mewei's technological strength in the packaging substrate sector, which is characterized by high technical barriers and low domestic production rates [6]. - The National Big Fund Phase III aims to strengthen the semiconductor industry by focusing on advanced manufacturing and high-end chip design, emphasizing the importance of "strong chain and supplementary chain" and "industrial chain collaboration" [6]. - The investment is expected to accelerate Anjieli Mewei's capacity building and technological iteration in high-end substrates, potentially filling domestic gaps and promoting the development of the upstream and downstream supply chains in the semiconductor packaging sector [6].
湖北舰,最新训练画面
财联社· 2025-12-18 14:56
Core Viewpoint - The article highlights the recent high-intensity combat training conducted by the Navy's Hubei ship and other vessels in the South China Sea, aimed at enhancing the combat readiness and coordination of personnel [1]. Group 1: Training and Combat Readiness - The Hubei ship and its fleet engaged in multi-subject, high-intensity training to improve the coordination capabilities of personnel and accelerate overall combat power generation [1]. - Upon detecting an unidentified aerial target, the Hubei ship entered combat mode, with all personnel responding promptly to commands, adjusting the ship's position for attack, and preparing weapon platforms for engagement [2]. - The training included challenging conditions such as rough seas and fast-moving targets, which required tight coordination and heightened focus among crew members, leading to improved shooting accuracy through simulated training [5]. Group 2: Damage Control and Emergency Response - The damage control team was deployed to investigate and rescue personnel trapped during a simulated emergency, emphasizing the importance of damage control in maintaining the ship's operational capability [6]. - Damage control on naval vessels is more complex than on land due to confined spaces and rapid fire spread, necessitating high professional standards among crew members to prevent secondary injuries while effectively managing damage [6]. Group 3: Training Structure and Objectives - The training was structured to include realistic scenarios, such as fleet maneuvers and day-and-night aircraft takeoffs and landings, enhancing the organizational and command capabilities of officers and the cooperative skills of crew members [8]. - The training focused on foundational subjects tailored to mission requirements, with clear training content, methods, and objectives established to solidify the basic training level of personnel, laying a strong foundation for future combat readiness [8].
合肥警方通报一46岁男子办公室内身亡:已排除案件
财联社· 2025-12-18 14:27
安徽合肥高新警方发布警方通报:2025年12月18日13时许,我局接报警称,吕某(男,46岁)在望江西路与孔雀台路交叉口某公司一办公室 内失去意识。接警后,民警立即到场处置。经120现场确认,吕某已无生命体征。经公安机关勘查调查,已排除案件。 下载财联社APP获取更多资讯 7x24h电报 头条新闻 VIP资讯 实时盯盘 准确 快速 权威 专业 ...
国盾量子董事长意外去世
财联社· 2025-12-18 14:02
2024年3月,中国电信通过旗下中电信量子集团斥资17.75亿元入主国盾量子。 国盾量子2025年5月30日召开第四届董事会第十三次会议,选举吕品担任公司第四届董事会董事长。 财联社记者从知情人士处获悉,国盾量子董事长吕品今日意外去世。 ...
吴清最新发声
财联社· 2025-12-18 13:07
Core Viewpoint - The establishment of the Academic Committee by the China Capital Market Society is a significant step to enhance theoretical research and leverage its think tank role, aiming to support the high-quality development of the capital market and participate in global financial governance [2]. Group 1 - The meeting emphasized the urgent need to strengthen theoretical research on capital markets to align with Xi Jinping's important discourse on financial work and to deepen the understanding of capital market development laws [2]. - The "14th Five-Year" period has seen a continuous and consolidating trend of healthy and stable development in the capital market, while the "15th Five-Year" period is viewed as a critical stage for improving quality and efficiency and enhancing functions [3]. - Suggestions from experts included increasing the inclusiveness and adaptability of issuance and listing trading systems, attracting high-quality enterprises from new productive sectors, and expanding the supply of patient, long-term, and strategic capital [3]. Group 2 - The meeting discussed the need for active mergers and acquisitions, strict regular delisting practices, and the promotion of governance and regulation of artificial intelligence applications in capital markets [3]. - The China Securities Regulatory Commission (CSRC) will focus on risk prevention, strong regulation, and promoting high-quality development while implementing the "15th Five-Year" planning [3]. - There is a commitment to deepen comprehensive reforms in capital market investment and financing, steadily expand high-level institutional openness, and enhance the market's inclusiveness and attractiveness to better serve economic high-quality development and the modernization agenda [3].