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华为Pura 80影像旗舰重回高光,纯血鸿蒙再扩容
雷峰网· 2025-06-12 11:02
Core Viewpoint - Huawei's Pura 80 series represents a significant advancement in imaging technology while maintaining the same pricing strategy as its predecessor, Pura 70, aiming to compete directly with Apple in the high-end smartphone market [2][3][4]. Group 1: Product Launch and Pricing Strategy - Huawei officially launched the Pura 80 series on June 11, featuring three models: Pura 80 Pro starting at 6499 yuan, Pura 80 Pro+ at 7999 yuan, and Pura 80 Ultra at 9999 yuan [2]. - The Pura 80 series continues the "add more without raising prices" strategy, which reflects Huawei's confidence in the product's capabilities and aims to enhance channel performance [3][10]. Group 2: Technological Innovations - The Pura 80 series features significant advancements in imaging technology, including a one-inch main camera sensor and the introduction of the "one lens dual focus" periscope telephoto lens in the Ultra model, which is a first in the industry [7][8]. - Huawei has invested heavily in R&D, with a total of 12.49 billion yuan over the past decade, and 1.797 billion yuan in 2024 alone, accounting for 20.8% of its annual revenue [6]. Group 3: Market Position and Sales Strategy - The Pura 80 series aims to leverage the high school examination season to boost sales, with promotional activities targeting students and their parents [11][12]. - Huawei's market share in the high-end segment (over $600) reached 38% in Q1 2025, showing a 69% year-on-year growth, while Apple’s market share declined by 9% to 43% [17]. Group 4: Software Integration and Ecosystem Development - The Pura 80 series is equipped with the HarmonyOS 5.1, enhancing user experience and integrating various smart devices within Huawei's ecosystem [4][15]. - The new HarmonyOS features, including an upgraded AI assistant, aim to improve user interaction and expand the ecosystem's capabilities [16].
当SLG陷入「减负陷阱」,他们却砸1亿让玩家「专心打架」
雷峰网· 2025-06-12 11:02
Core Viewpoint - The article discusses the strategic shift of the game "Three Kingdoms: Strategy Edition" (referred to as "Three Wars") in response to the declining enthusiasm for GVG (Guild vs. Guild) gameplay in the SLG (Simulation Game) sector, emphasizing a return to core gameplay experiences and the introduction of a significant cash incentive to reignite player engagement [2][4][17]. Group 1: Industry Context - The SLG genre is experiencing a trend towards "reducing grind and burden," which has led to a decline in GVG excitement among players [2][4]. - A report indicates that top SLG products see player activity drop by over 50% in the later stages of a season, highlighting a common issue within the genre [6]. - Players express concerns about the fairness of gameplay, with many relying on external services to progress, which detracts from the core gaming experience [9][7]. Group 2: Strategic Initiatives - "Three Wars" has committed to distributing 100 million yuan in cash rewards over the next year to enhance competitive gameplay and player engagement [2][17]. - The introduction of a new game script, "Chang'an Chaos," aims to fundamentally change battlefield rules and enhance strategic depth, moving away from traditional gameplay mechanics [11][13]. - The game developers are addressing issues of large-scale control by external studios and imbalances in diplomacy through new features that promote transparency and fairness [15][17]. Group 3: Future Directions - The company believes that the primary player demand is for engaging gameplay rather than ease, indicating a focus on creating a rewarding gaming experience [19][20]. - The market is becoming more segmented, necessitating that each product excels in specific verticals to remain competitive [19]. - The article suggests that the ongoing changes and cash incentives could redefine the value proposition of the SLG genre, moving away from superficial solutions towards deeper engagement [20].
BBA集体失速,奥迪靠华为「智驾突围」
雷峰网· 2025-06-12 11:02
" 奥迪项目间接推动了华为车BU的诞生。 " 作者丨王瑞昊 编辑丨 田 哲 "奥迪是首个搭载华为乾崑智驾的百年豪华品牌,(我们与奥迪的)合作才刚刚开始。" 近期,华为智能汽车解决方案BU CEO靳玉志宣布与奥迪合作乾崑智驾,合作车型不仅涵盖即将推出的奥 迪A5L、A5L Sportback和Q6L e-tron车型,还包括A4L、A6L、Q5L等更多主流车型。 即将推出的奥迪 A5L,是首个搭载华为载乾崑智驾的燃油车型,其首发搭载奥迪最新E³ 1.2电子电气架 构,消除了燃油车在算力、通信、供电、兼容性上的短板,实现智能辅助驾驶功能自然适配燃油车型。 智能辅助驾驶功能,长期被认为是新能源汽车的"专属标签",而奥迪和华为的合作有望打破这一认知,让 偏好燃油车的用户也能够享受智能辅助驾驶带来的便利。 这一改变不仅关乎驾驶体验变化,更关乎奥迪能否突围市场竞争。 01 奥迪项目,加速华为车BU诞生 奥迪与华为的合作由来已久。 2014年,华为内部成立车联网实验室,成为车BU的雏形。三年后,双方在德国柏林签署战略合作谅解备 忘录,携手布局智能车联网,并于2018年拓展至L4级自动驾驶领域。 据雷峰网了解,正是奥迪项目, ...
当下的数据中心股,真没什么好买的
雷峰网· 2025-06-12 08:15
" AI,改变不了数据中心厂商只是一名包租婆的属性。 " 作者丨 胡敏 编辑丨 周蕾 "数据中心,天生是个烂行业,没有真正的硬核技术,只是做房东,靠租赁挣钱。"一位股民在股吧尖锐点 评。 2020年下半年至2024年年中,数据中心板块在资本市场开启了一场长达四年的"跌跌不休"之路,光环新 网、万国数据、数据港、世纪互联等龙头企业深陷估值泥潭。 光环新网股价从30.89元暴跌至6.64元,市净率一度创历史新低,万国数据从116.76一路跌到了最低5.01 元,跌幅达95.71%,而世纪互联股价从巅峰的44.45元,一路下降到最低1.39元,一度面临退市危机。 然而,这样一个"烂行业"却在去年下半年开始起风了,资金接连涌入,数据中心股开始迎来了他们的"春 天",股价一路狂飙,像世纪互联、润泽科技、数据港等公司股价过去半年多时间,已经经历了三次冲 高,从最低点到最高点,涨幅至多超一倍。 "当初我并不看好IDC相关股票,觉得利润低,又没太多壁垒,后来发现打脸了。"二级市场投资者刘欣宇 回忆起年初对数据中心股票的判断。 好景不长,眼下的数据中心股又开始回落,前不久,润泽科技公布2024年报以及一季度报当天,其股价更 是 ...
独家丨Temu美区全托管将在7月底全面恢复运营
雷峰网· 2025-06-12 08:15
Core Viewpoint - Temu is focusing on semi-managed and self-operated businesses while gradually restoring its full-managed operations in the U.S. market [2][4]. Group 1: Business Operations - Temu's full-managed operations in the U.S. are set to fully resume by the end of July, with some links already being restored since June, albeit slowly [2]. - The company has opened semi-managed local warehouses in Germany and Poland, which are rented and operated by Temu itself, differing from the full-managed pre-staging warehouses [2]. - Temu has been providing subsidies to merchants for using its warehouses, with the subsidy for official shipping labels dropping from $0.5 to $0.3 per order since April [2]. Group 2: Logistics and Supply Chain - The logistics for semi-managed operations include a subsidy of $1-2 per order, but this is only available to select high-quality merchants or specific categories that Temu aims to support [2]. - Following the implementation of T86, Temu ceased direct shipments from China to the U.S. and began selling products from local warehouses, having prepared a significant inventory in advance [4]. - The company is adjusting its strategies to navigate the challenges posed by the current market conditions and is expected to continue monitoring policy stability before making further investments [3].
独家秘籍:探索昇思MindSpore如何让SOTA模型迁得快、对得齐
雷峰网· 2025-06-12 08:15
2. 部署快:训转推全流程自动化,让大模型部署像执行一行命令一般敏捷高效。 Figure 1 MindSpore生态快速迁移解决方案的技术架构 接下来,我们将揭开昇思 MindSpore的破局之道。 01 支持训练Day0迁移,构建跨框架的"无感智能翻译"能力 " 昇思MindSpore支持大模型训练Day0迁移、推理一键部署,携 手开发者共筑开源生态。 " 编辑丨 李希 大模型发展日新月异,新的大模型层出不穷,参数规模从十亿级跃升至万亿级,模型结构从稠密到稀疏, 应用范式走向多模态、 Agent… 如此多的模型和技术如何在昇腾上快速的使能和体验,是昇腾开发者的 核心诉求。昇思MindSpore "海纳百川",全面融入主流生态,全面优化训练与推理全流程开发体验,让 开发者用极小成本完成SOTA大模型的迁移 ,昇思 Mind Spore 需攻克两大关键挑战: 1. 迁得快:让三方框架模型 "零成本"迁移,避免重复造轮子,同时模型精度完全对齐。 02 支持推理一键部署,分钟级拉起模型服务 在推理部署方面,借助 vLLM-MindSpore插件实现HuggingFace模型半小时部署上线。 面对千亿参数模 型,昇思 ...
马云亲自回帖!万字离职贴引爆阿里内网;哪吒创始人被围堵,讨薪员工:态度恶劣,欲抬腿踢员工;小鹏自研图灵芯片展出时被偷丨雷峰早报
雷峰网· 2025-06-12 00:32
要闻提示 NEWS REMIND 1.马云亲自回帖!万字离职贴引爆阿里内网,引无数人共鸣忆往昔 2. 总市值突破700亿元!影石创新上市首日暴涨285% 3.小鹏自研图灵芯片展出时被偷,正在查监控 4.玄学大战继续:京东找了惠英红,称红的会赢 5. 哪吒创始人被围堵!讨薪员工:态度恶劣,欲抬腿踢员工 6.传MiniMax将发布文本推理模型,还计划推出独立的音频应用 7.谷歌启动全公司范围"自愿离职计划",搜索等核心业务部门受波及 8.特斯拉首辆全自动驾驶汽车将交付!马斯克:将从生产线直接开向车主家中 今日头条 HEADLINE NEWS 马云亲自回帖!万字离职贴引爆阿里内网,引无数人共鸣忆往昔 近日,阿里内网被一篇近万字的离职帖搅得火热,发帖人是一位钉钉的产研leader(花名:元安),在阿 里工作多年,汇报线为无招-2,职级预估在P9或P8左右。离职贴全文针砭时弊、慷慨陈词,一经发布 后,迅速引发许多阿里同事的关注,浏览量很快破万,收获了极高的认可度。不少员工称赞元安为 "真正 的阿里价值观践行者" ,就连无招也送上了祝福。 元安在帖中展露了一位"老阿里人"的情怀:"那时候被尊重不是由于阿里人收入高,更多的 ...
揭秘GoTo旗下业务迁移腾讯云始末
雷峰网· 2025-06-12 00:32
Core Viewpoint - The cloud migration of GoTo reflects the escalating competition among domestic cloud giants in the Southeast Asian market, marking a significant shift in their international strategies [1]. Group 1: GoTo's Cloud Migration - GoTo, Indonesia's largest internet technology company, has successfully migrated its Gojek ride-hailing and delivery services to Tencent Cloud, while its financial services infrastructure has been deployed on Alibaba Cloud [2][3]. - The migration is unprecedented in Southeast Asia, as no other company has undertaken such a large-scale cloud transition, drawing significant attention from regional enterprises [3]. - GoTo's decision to migrate was driven by the need to enhance its service offerings and operational efficiency, particularly in the ride-hailing and delivery sectors [5][7]. Group 2: Technical Challenges and Solutions - The migration of GoTo's ODS (On-Demand Services) was particularly challenging due to rapid business growth and the lack of a systematic technical foundation [9]. - GoTo's leadership recognized the necessity of upgrading their technology stack to support the transition to a more efficient delivery system [8][12]. - The migration process involved meticulous planning, including a detailed execution guide with thousands of operational steps and multiple rehearsals to anticipate potential issues [14][15]. Group 3: Strategic Partnerships and Outcomes - GoTo's collaboration with Tencent Cloud was based on a comprehensive evaluation of service compatibility, cost-effectiveness, and technical capabilities [11]. - The successful migration, which took 4 hours and 54 minutes, resulted in a cost reduction of over 50% for GoTo, marking a significant operational leap [16]. - This partnership signifies Tencent Cloud's strategic move into the Southeast Asian market, highlighting the increasing pace of domestic cloud providers' international expansion [17].
华为「数字化风洞」小时级预演万卡集群方案,昇腾助力大模型运行「又快又稳」
雷峰网· 2025-06-11 11:00
Core Viewpoint - The article discusses the launch of the Ascend modeling and simulation platform, which aims to optimize the interaction between load, optimization strategies, and system architecture to enhance infrastructure performance [1]. Group 1: Challenges in AI Model Training - Over 60% of computing power is wasted due to hardware resource mismatches and system coupling, highlighting the inefficiencies in traditional optimization methods [2]. - The training process for large models is likened to "slamming the gas pedal," where the MoE model requires precise balancing of computation and memory to avoid efficiency drops [4]. - Dynamic real-time inference systems face challenges in meeting both high throughput and low latency requirements across varying task types [4]. Group 2: Solutions and Innovations - The "digital wind tunnel" allows for pre-simulation of complex AI models in a virtual environment, enabling the identification of bottlenecks and optimization strategies before real-world implementation [6]. - The Sim2Train framework enhances the efficiency of large-scale training clusters through automatic optimization of deployment space and dynamic performance awareness, achieving a 41% improvement in resource utilization [7]. - The Sim2Infer framework focuses on real-time optimization of inference systems, resulting in over 30% performance improvement through adaptive mixed-precision inference and global load balancing [8]. Group 3: High Availability and Reliability - The Sim2Availability framework ensures high availability of the Ascend computing system, achieving a 98% uptime and rapid recovery from failures through advanced optimization techniques [11]. - The system employs a comprehensive monitoring approach to track hardware states and optimize software fault management, enhancing overall system reliability [13]. Group 4: Future Outlook - As new applications evolve, the demand for innovative system architectures will increase, necessitating continuous advancements in modeling and simulation methods to support the development of computing infrastructure [16].
具身智能估值断层加速,机器人新势力靠什么穿越风暴?
雷峰网· 2025-06-11 11:00
" 巨大的差距要么是实力的客观悬殊,要么正是泡沫本身。 " 作者丨 郭海惟 吴华秀 编辑丨 陈彩娴 当前,具身智能领域已经有赫赫几家超级独角兽,估值远超同行:超 150 亿的智元,超 100 亿的宇树, 超 70 亿的银河通用、傅利叶……对比之下,更多的具身智能公司如穹彻智能、千寻智能、迦南科技、自 变量、星海图、众擎等等,估值在 20 到 35 亿人民币之间。不同梯队之间的差距可以拉到 2 倍及以上。 狂飙两年的大模型已经逐渐揭开部分实力与估值不实的团队的遮羞布。但与大模型公司相比,机器人的估 值又更复杂,往往分为 AI 算法与硬件量产两部分来衡量。 尽管起初许多公司在融资时讲的故事是"软硬都做",但市场已经逐渐分野,分别计划按照硬件与软件两个 赛道选出相应的守门员。市场无法回答:是硬件更值钱,还是软件更值钱?此外,硬件的守门员无疑是宇 树,但软件则尚不知花落谁家——这也让具身智能公司的估值标准难以统一。 机器人的智能路线正在收敛。"未来如果有具身大模型(如 VLA)、双系统与全身控制这几块,基本具身 智能的拼图可以拼完整。" 一位具身智能算法人员向 雷峰网 总结。然而,当前国内外在这几块均暂无独 领风骚的 ...