" 传言已久的晋升，终于尘埃落定。 " 作者丨胡敏 编辑丨周蕾 低谷与高光：阳振坤与国产数据库坎坷十五年 王慧星晋升之事，在腾讯云内部传言已久，毕竟他属于腾讯老人，2004年就加入腾讯。早期腾讯 QQ、 QQ 空间等社交平台后台海量技术架构建设，他都是重要设计者之一，为腾讯确立社交霸主地位立下汗马 功劳，后来他又全面负责腾讯云研发团队。从无到有建设了云的主要基础产品体系，持续优化云基础产品 性能，也打磨出TDSQL、TRTC等业内领先的口碑产品，锻造了专业高效、持续进化的云产研团队。 是否想加入最劲爆的雷峰"云厂情报群"？ 每日分享大厂内幕、领导避坑、优质岗位等一手信息，入群可 添加作者微信 mindy1857 。 // 近期热门文章 当下的数据中心股，真没什么好买的 雷峰网独家消息，腾讯内部正式发文称，王慧星晋升成为腾讯副总裁，分管腾讯云云产品二部、云产品四 部、云产品技术支持部、云技术运营服务部，以及腾讯云安全，虚线分管云产品一部，直接向汤道生汇 报。 2025年了，腾讯汽车云「最大的机会」在哪？ ...

Core Viewpoint - The valuation of domestic AI chip companies preparing for IPOs is significantly lower than that of established companies like Cambrian, leading to a complex pricing negotiation process for their upcoming listings [5][6]. Group 1: IPO Progress of AI Chip Companies - Recent updates indicate that companies like Moore Threads and Muxi Integrated Circuit are nearing their IPOs, with expectations of listing within six months after completing their counseling [2][3]. - The valuation of Moore Threads is approximately 25.5 billion, while other companies are valued over 20 billion, highlighting the high valuations in the primary market [4]. Group 2: Challenges in the IPO Process - Multiple rounds of financing have complicated the IPO counseling process for these companies, as they need to manage extensive shareholder verification [5]. - The expected timeline for Muxi Integrated Circuit to submit its IPO application is the second quarter of 2025 [5]. Group 3: Market Dynamics and Valuation - Cambrian's market cap has fluctuated, reaching a peak of over 340 billion but recently dropping to 237.1 billion, illustrating the volatility in the AI chip sector [5]. - The significant valuation gap between Cambrian and the upcoming AI chip companies (10 times higher) indicates a challenging pricing environment for new listings [5][6]. Group 4: Revenue and Profitability Challenges - Most domestic AI chip companies have not yet achieved profitability, with projected revenues ranging from several million to tens of millions in 2024 [6]. - The performance gap between domestic AI chips and leading competitors like NVIDIA poses a challenge for market acceptance and revenue generation [6][8]. Group 5: Manufacturing and Technological Hurdles - Domestic AI chip companies face challenges in advanced manufacturing due to U.S. restrictions, impacting their ability to produce high-performance chips [8]. - Despite these challenges, there is optimism that stricter U.S. regulations may drive demand for domestic chips, as companies seek alternatives [9]. Group 6: Competitive Landscape - Companies like Kunlun and Suiyuan Technology are emerging as significant competitors in the domestic AI chip market, with notable revenue figures and ongoing IPO discussions [9]. - The competitive landscape is expected to intensify as several companies approach their IPOs, with not all being able to succeed in the market [9].

Group 1 - The core viewpoint of the articles highlights the challenges and dynamics within the computing power rental market, including the influence of relationships on project acceptance and the pricing strategies of major tech companies [1][2][12]. - Major tech companies are leveraging their market position to negotiate lower prices for computing power, often below market rates, which can lead to financial strain for rental companies [2][12]. - The acceptance process for computing power projects is often influenced by the relationships between the parties involved, leading to disparities in project timelines and financial impacts [1][2]. Group 2 - The release of the draft for the National Integrated Computing Power Network outlines technical requirements and aims to improve resource utilization and balanced development across regions [3][4]. - The construction of large-scale computing power centers faces significant challenges, including high requirements for green energy and the need for strong justifications for projects outside major nodes [5][13]. - The competition for resources and pricing in the computing power market is intense, with various stakeholders vying for the best deals, leading to fluctuating prices and project delays [12][13]. Group 3 - A major AI company in Shanghai has accumulated a significant amount of computing resources, indicating a strong position in the domestic intelligent computing sector [6]. - Reports suggest that some companies are facing operational challenges, leading to the sale of computing hardware resources to manage financial pressures [7]. - A project initiated by Alibaba in Dongguan is currently stalled, highlighting the complexities and risks associated with large-scale computing power deployments [8]. Group 4 - The market for specific computing hardware, such as the H20 and H200 models, has seen price volatility due to external factors, including export restrictions, affecting demand and project planning [9][10]. - Some large-scale computing projects are facing issues with compliance and resource allocation, as evidenced by a project in a central region that is reportedly selling computing resources against initial agreements [11]. - The introduction of computing power vouchers as a subsidy mechanism is reshaping market dynamics, often benefiting the consuming parties more than the providers [15].

Group 1 - Alibaba is transitioning to a major consumer platform by integrating Ele.me and Fliggy into its China e-commerce business group, aiming to enhance user experience and optimize business models [4] - ByteDance's Seed language model head was dismissed due to a serious violation involving undisclosed personal relationships, potentially jeopardizing his significant salary and stock options [6][7] - Galaxy General Robotics secured a record RMB 1.1 billion financing round, marking the largest single financing in the humanoid robot sector to date [8] - Changan Automobile Group has officially changed its name to Chanzhi Automobile Technology Group, indicating a new central enterprise [10] - Xiaomi's first SUV, the YU7, is set to launch on June 26, with a focus on high performance and advanced features [12][11] Group 2 - Wolkspeed, a US semiconductor manufacturer, plans to file for bankruptcy restructuring, reducing its $6.5 billion debt by 70% [29][30] - Tesla launched its Robotaxi service in Austin, Texas, utilizing updated Model Y vehicles for autonomous rides [24] - Haier's Robotaxi business has completed over RMB 3 billion in financing, with strategic investments from Ant Group and CATL [18] - Long-term restructuring at Changan Automobile includes the integration of its software development team into other departments to enhance efficiency [21] - Deli Stationery has entered the new energy sector with the launch of its first home charging station [22]

Core Viewpoint - The article discusses the evolution of Baidu Maps over the past two decades, highlighting its strategic shifts, technological advancements, and the challenges it faced in maintaining market leadership in the competitive landscape of mapping services. Group 1: Historical Development - Baidu Maps was launched in 2005, initially as a simple interface leveraging Mapbar's API, responding to over 8% of search requests related to maps [6][8] - The product underwent significant transformation in 2009 with a fully self-developed version, quickly gaining millions of daily active users [9] - By 2013, Baidu Maps had become a leading application with over 200 million users and a market share of 70%, largely due to its aggressive O2O strategy [27] Group 2: Strategic Shifts - Baidu Maps' strategy evolved from being a search traffic beneficiary to attempting to become an O2O service platform, integrating various services like ride-hailing and hotel bookings [20][21] - The transition to a more complex service model led to operational challenges, with users primarily utilizing the app for navigation rather than O2O services [28] - The competitive landscape shifted as competitors like Amap (Gaode) focused on enhancing user experience while Baidu struggled with app bloat and user retention [28][32] Group 3: Technological Innovations - Baidu Maps introduced real-time traffic features and advanced algorithms to improve navigation accuracy, setting industry standards [34] - The launch of the V20 version marked a significant technological advancement, integrating AI and enhancing user interaction through natural language processing [60][61] - The company also pursued internationalization by acquiring HERE Technologies' data to support users abroad, particularly as Chinese brands expanded globally [36] Group 4: Financial Performance and Challenges - Despite technological advancements, Baidu Maps faced financial difficulties, with annual revenues in the single-digit billion range and significant losses due to high operational costs [42] - The lack of a robust user account system hindered Baidu Maps' ability to create a comprehensive ecosystem, limiting its competitive edge against rivals like Amap [44][45] - The strategic misalignment and high marketing costs contributed to a decline in market share, prompting a reevaluation of the business model [43][46] Group 5: Future Directions - The current leadership under Shang Guobin aims to integrate various mapping services within Baidu's broader AI and autonomous driving initiatives, reflecting a shift towards a more data-centric approach [59][60] - The focus on high-precision maps and vehicle navigation systems indicates a strategic pivot towards supporting the autonomous driving sector, which is seen as a key growth area for Baidu [53][56] - The article concludes with a reflection on the enduring significance of mapping technology within Baidu's ecosystem, emphasizing its role in both consumer applications and foundational technology for future innovations [63]

" 盘古大模型通用AI底座+润医医疗大模型，树立了AI+医疗新标 杆。 " 编辑丨 李希 | OpenCompans 1 MedBench | 精页 | 评测数据集 | 评测榜曲 | 社区舞站 文描 | | ( . 查科杯) Special Track. | | | | | | | 电 ●加入评测 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | MedBench | 评测频单 | 白测线单 | 官方自建榜单 | | | | | | | | | | MedBench如何定义得分? | | MedBench 评测榜单展示通过API盟交方式获得的评测结果 MedBench 日测榜单属示通过模型管家上纳方式获得的汗测达集 MedBench 育方自温榜单展示行业领先大赞型评测获得的结果供参考 语注意,这三个榜单所涉及的评测数据并不相同 | | | | | | | | | | | | | | | 点击查看MedBench评测历史榜单 | | | | | | | | | | | | | | | ...

要闻提示 NEWS REMIND 1.罗永浩自曝：烧很多钱在AR，被梁文锋问为什么非做科技，被余承东粗暴挖人 2. 饿了么前CEO韩鎏，涉嫌职务犯罪已被移送警方 3.消息称拼多多或进军即时零售赛道，但不涉足餐饮外卖 4.唯品会营销副总裁冯佳路因贪腐被抓，唯品会回应：对贪腐行为零容忍 5.广汽董事长冯兴亚发声：我们跟"车圈恒大""爆雷"毫无关系 6.大疆首款扫拖机器人来了！DJI ROMO官微上线：预计本月发布 7.英特尔将向埃森哲外包部分营销职能，计划裁减相关部门员工 8.网上垃圾信息太多了！马斯克刚刚宣布一件大事：Grok 4将重写人类所有知识库 今日头条 HEADLINE NEWS 罗永浩自曝：烧很多钱在AR，被梁文锋问为什么非做科技，被余承东粗暴挖人 6月21日，罗永浩在活动中谈及最近一年经历表示，用了一年多的时间，烧了很多钱，证实10年内AR眼镜 都不太可能商业化，但是这个代价是非常昂贵的。后边又花了一年多的时间，做AI的软硬件结合方案，随 着科技发展，软件从来不出问题，永远都是硬件的问题，这次是硬件没出问题，软件出了工程灾难。"所 以我们原来计划软硬件结合的方案是去年年底、今年年初发的，但是因为软件 ...

" 互联网视频数据是唯一可以 scale up 的道路 。 " 作者丨 郭海惟 编辑丨 陈彩娴 作为一名具身大脑的创业者，卢宗青有着金光闪闪的履历： 他是紧随 DeepMind之后，中国新生代的强化学习研究者。北京大学计算机学院长聘副教授，担任过智源 研究院多模态交互研究中心负责人，负责过首个国家自然科学基金委原创探索计划通用智能体项目，还同 时在NeurIPS、ICLR、ICML等机器学习的国际顶级会议担任领域主席。 早在 2023年，他旗下团队便有利用多模态模型研究通用 Agent 的研究尝试，让 Agent 玩《荒野大镖客 2》和办公，使其成为第一个从零开始在AAA级游戏中完成具体任务的 LLM 智能体。相关论文几经波折， 今年终于被 ICML 2025 录用。不过他自述对那份研究其实不够满意，因为"泛化性不足"。 当完成那些研究以后，卢宗青意识到 "当前的多模态模型缺乏与世界交互的能力"。因为模型缺少学习物 理交互的数据，所以 我们看到的那些泛化的能力本质都是 "抽象"的，它终究无法理解动作和世界的关 系，自然也无法预测世界 。 这如今成为他想在具身智能创业的起点：开发一个通用的具身人工智能模型。 卢 ...

对于上述消息，雷峰网向魏牌方面求证，对方回应"目前不确定"。 公开资料显示，即将上市的魏牌旗舰SUV基于长城汽车新一代平台打造，长城汽车董事长魏建军称之 为"专为豪华车设计"。 " 魏牌新高端SUV车型，对标理想L9 。 " 作者丨 王瑞昊 编辑丨田哲 雷峰网独家获悉，今年三季度，长城汽车旗下高端品牌魏牌将推出一款旗舰SUV，对标理想L9。新车将搭 载元戎启行VLA模型，基于英伟达Thor-U芯片开发。 动力方面，新车或将搭载由2.0T发动机与双电机组成的插混系统，支持800V架构，纯电续航里程或超过 400公里，并支持6C倍率充电，充电5分钟可续航200公里。 车内采用"2+2+2"6座布局，瞄准家庭用户。同时，满电状态下零百加速仅4.4秒，似乎又想兼顾对动力有 需求的用户。魏牌显然希望通过这款旗舰车型，在智能化与豪华性能之间寻找平衡，打开更广阔的市场空 间。 一位内部员工告诉雷峰网，之所以先发布SUV，就是希望这款产品能像理想L9一样上市即大卖，为后续产 品积攒势能。 长城汽车 与 元戎启行 的合作，是一场战略契合的"双向选择"。 长城汽车2019年内部孵化了自动驾驶公司毫末智行，由于后者无法量产交付支持 ...

Core Viewpoint - The article discusses Tencent's recent launch of a short drama mini-program, highlighting its strategic significance in the competitive landscape of short video content, particularly against ByteDance's offerings [2][4][10]. Group 1: Tencent's Short Drama Initiatives - On June 19, Tencent launched a new short drama mini-program named "Short Drama," which operates on a free model and features various rankings and recommendations [2][4]. - This launch follows the earlier introduction of the "Mars Viewing Drama" mini-program, indicating Tencent's ongoing commitment to the short drama sector [4][10]. - The user interface of the new mini-program resembles typical video applications, allowing for features like fast playback, sharing, and integrated advertising as a primary revenue model [5][10]. Group 2: Market Response and Strategic Implications - Following the announcement, short drama concept stocks surged, with companies like Ciwen Media and Zhangyue Technology hitting their daily limits, reflecting strong market interest [7]. - Industry analysts have mixed interpretations of Tencent's move; some view it as a cautious exploration of the short drama market, while others see it as a strategic counter to ByteDance's dominance [7][10]. - Tencent's internal strategy involves leveraging its existing resources without creating a new independent department, focusing on scaling the short drama business within its current structure [8][10]. Group 3: Competitive Landscape - The short drama market in China is projected to reach 50.5 billion yuan in 2024, surpassing annual box office revenues for the first time, with expectations of further growth to 63.43 billion yuan by 2025 and 85.65 billion yuan by 2027 [10]. - Tencent's short drama strategy is seen as a response to the competitive pressure from ByteDance's Red Fruit Short Drama, which has rapidly gained a significant user base due to its strong backing from platforms like Douyin [14][15]. - Analysts suggest that Tencent's approach is more cautious compared to ByteDance's aggressive market capture strategy, indicating a focus on gradual exploration rather than an all-in commitment to short dramas [14][15].