" 此次调整背后或有3大考量。 " 作者丨 徐晓飞 编辑丨包永刚 雷峰网独家获悉，亚马逊云科技（简称 AWS）大中华区眼下正进行一场组织架构调整： 对部分行业线、 L8及以下相关高管进行大洗牌，重新排兵布阵，为 2026 年做准备。 张志学负责：软件、初创企业。 其中，据一些知情人士透露， Big Pursuit线成立于今年八九月份 ，当时AWS大中华区管理层将阿里、美 团、滴滴等几家大公司从L8高管顾凡负责的大客户线里分出来，划给了李剑，所以并不属于此次最新调 整。 截至目前，这次组织调整还没有在内部正式发文，但具体汇报线已经变了。 除此之外，有多位业内人告诉雷峰网，在此次大洗牌的同时，AWS大中华区管理层还下令 "兵不随将走" ——即被调整的行业线员工不能跟着自己以前的L8高管调动，而要留守原本负责的行业线。 此次调整及相关指令的背后，可能有多重考量：一是，兵不随将走，意在打散军阀；二是近几年AWS大中 华区大大小小调整不断，为防止人员变动过频引发业务不稳定，所以这次调整强调一线销售们都要守好自 己的地，向客户提供稳定的服务。第三，在一些业内人看来，通过此番调整，可以造成一些"位置"变没了 的局面，促使牵 ...

Group 1 - Micron Technology has decided to exit the consumer storage market, ceasing production of PC-grade SSDs and memory products, focusing instead on high-performance AI chip demands [4][5] - The decision comes as major tech companies, including Samsung and SK Hynix, have also reduced memory production, leading to a global shortage of memory for consumer devices [4][5] - Micron aims to enhance long-term business performance by concentrating on core enterprise and commercial sectors, which are experiencing significant growth due to AI [4][5] Group 2 - LeEco reported a debt of 238 billion yuan and plans to invest 180 million yuan in stock trading, which has sparked public debate [7][8] - The company clarified that a significant portion of the investment is in "risk-free" assets, such as government bond repurchases, rather than speculative trading [7][8] - LeEco relies on operational income and copyright revenues from popular shows like "Empresses in the Palace" to sustain its workforce [8] Group 3 - Canon's Zhongshan factory has announced generous severance packages for laid-off employees, with compensation reaching up to 400,000 yuan [10][11] - The compensation plan includes a formula that significantly exceeds legal standards, providing a substantial financial cushion for affected workers [10][11] - Canon is actively assisting employees in finding new job opportunities, including hosting recruitment events and providing recommendation letters from management [12] Group 4 - Amazon's AGS division is undergoing significant leadership changes, with the departure of Vice President Yang Jun amid a broader restructuring [16][17] - The company has initiated a large-scale layoff plan, affecting various management levels, as it seeks to streamline operations [16][17] - The ongoing changes reflect a challenging environment for Amazon's global selling operations, with expectations of further layoffs in the near future [16][17] Group 5 - Xiaomi's President Lu Weibing announced a strategic focus on AI, emphasizing the integration of AI with physical products and services [21][22] - The company has ramped up investments in AI, with a reported increase of over 50% in funding for AI initiatives in recent quarters [21][22] - Xiaomi aims to position itself as a leader in AI technology, leveraging top talent to enhance its capabilities in this area [21][22] Group 6 - BYD is implementing a "flawless operation" initiative in its battery factories, aiming for zero defects in product manufacturing [31] - The initiative is part of a broader strategy to enhance manufacturing efficiency and meet the growing demand for high-quality battery products [31] - BYD's goal is to achieve industry-leading management standards within a few months, aligning with external customer expectations [31] Group 7 - Eight major e-commerce platforms, including JD.com and Meituan, have signed a commitment to establish self-regulatory norms for AI technology applications [32][33] - The commitment aims to ensure transparency in AI-generated content and protect consumer rights by implementing clear labeling and monitoring practices [32][33] - This initiative marks a significant step towards responsible AI usage in the e-commerce sector, addressing growing concerns over AI's impact on consumer interactions [32][33]

Core Insights - The article emphasizes the transformative impact of AI technology on education, industry paradigms, and computational frameworks, highlighting the upcoming GAIR 2025 conference as a pivotal event for discussing these changes [2][22]. Event Overview - The GAIR 2025 conference will take place on December 12-13, 2025, at the Sheraton Hotel in Shenzhen, featuring a new agenda and deeper industry discussions [2][22]. - The conference will offer 20 free tickets to loyal readers, available on a first-come, first-served basis [2][22]. Conference Agenda Highlights - The conference will include specialized sessions on topics such as the redefinition of education through AI, paradigm shifts in various fields, and advancements in AI computational power [7][17][25]. - Notable speakers include prominent figures from academia and industry, such as Zhao Wei, Guo Yike, and Kazuhiro Kosuge, who will present on various AI-related topics [27][31][32]. Key Themes - The themes of the conference will focus on AI in education, paradigm reconstruction, world models, and AI chips and computational power [25][22]. - The event aims to gather over 50 academicians, 300 young scholars, and 1000 industry elites to explore the future of AI [25].

" 全球房车市场规模超1000亿美元。 " 作者丨陆奥 编辑丨余快 雷峰网·鲸犀近日获悉，乐逸智能（LAYEE）已完成天使轮融资，由高瓴创投领投，种子轮投资人初心资 本超额加投，估值突破3亿人民币。 乐逸成立于2025年，是一家专注于智能拖挂式房车的科技公司，由前大疆农业植保机事业线开创者吴旭民 （内部常称MG）创立。 如今，吴旭民率领一支具备"天空+陆地"双重基因的跨界硬核团队，开启在陆地智能出行领域的二次革 命。 团队阵容堪称豪华，由于MG号召力极强，包括前大疆植保机总体负责人、Robomaster结构主管、原大疆 硬件主管、大疆海外销售负责人等多位资深前大疆技术和市场高管已经加盟，目前团队约50%成员源自大 疆等顶尖无人机企业，具备高精度导航、智能控制与系统集成能力，约50%成员来自福特等主流汽车大 厂，专注车辆安全工程、可靠性制造与底盘技术，团队累计拥有无人机相关专利超2000项，团队具备从动 力驱动、自动驾驶、结构设计到三电系统的全栈技术整合能力。 房车，尤其是拖挂式房车，是一个少有的千亿美元空间，且改造空间巨大的市场。 "操控难、空间局促、补能不便"是房车的三大痛点。乐逸智能瞄准的正是通过技术创新 ...

Group 1 - The core viewpoint of the article emphasizes the competitive landscape of the food delivery and instant retail sectors, particularly focusing on Hema's strategic shifts and challenges in the context of Alibaba's broader market strategies [1][4][34] - Hema's GMV target of 100 billion yuan by 2025 may be achieved sooner than expected due to aggressive market strategies and integration within Alibaba's ecosystem [5][39] - Hema's recent performance includes a GMV exceeding 75 billion yuan and a positive adjusted EBITA for the first time, indicating a significant turnaround under new leadership [6][39] Group 2 - Hema faces intense competition from various players, including offline discount stores and established rivals like Sam's Club, while also needing to adapt to the integration with Taobao Flash Sale [7][10] - The rapid growth of Taobao Flash Sale has led to a significant increase in Hema's daily order volume, which reached 2 million orders in June, a 70% year-on-year increase [10][35] - Despite the increase in order volume, Hema's average transaction value has decreased from 90-100 yuan to 50-60 yuan after integrating with Taobao Flash Sale, raising questions about profitability [11][12] Group 3 - Hema's strategy includes a renewed focus on front warehouses, with plans to open 200-300 new locations by the end of the year, reversing a previous decision to halt this initiative [9][14] - The front warehouse model is seen as a way to enhance delivery efficiency and meet the growing demand for instant retail, with Hema's core offering being a 30-minute delivery service [13][15] - Competitors like Xiaoxiang Supermarket have a significantly higher number of front warehouses, which poses a challenge for Hema in terms of market penetration and delivery efficiency [15][18] Group 4 - Hema's other core business, Super Box NB, is expanding rapidly, with an average of 20 new stores opened per month since its brand upgrade in August [21][22] - The Super Box NB model focuses on high efficiency and profitability through a smaller store footprint and a streamlined product offering, which has proven to be successful in urban markets [24][27] - The shift towards discount retailing is driven by changing consumer preferences and a need for cost-effective shopping options, particularly in lower-tier cities [29][30] Group 5 - Hema's integration into Alibaba's ecosystem allows it to leverage resources and support, enhancing its competitive position in the instant retail market [34][35] - The collaboration with Taobao Flash Sale has resulted in a significant increase in user engagement and order volume, indicating a successful strategy shift [35][38] - Hema's future growth is expected to be supported by a focus on user experience and high-value customer engagement, which could lead to a revaluation of the company [39][40]

在华为松山湖园区古典城堡建筑的衬托下，刚刚完成上市的小鹏X9超级增程版多了几分沉淀感。 12月2日，小鹏与华为宣布，小鹏X9超级增程全球首发搭载华为DriveONE全栈高集成高压油冷发电机， 该发电机也是小鹏鲲鹏超级增程技术的"心脏"。 这是今年双方的第二次正式技术合作。今年的6月，小鹏与华为联合发布车载AR-HUD，并首发搭载于小 鹏G7。 小鹏X9超级增程是小鹏与华为在2024年11月达成全面增程合作后的首款落地产品。华为智能电动产品线 总裁王超表示，促成此次牵手的原因是，二者在增程技术方面的追求有着不谋而合的同步。 据介绍，华为在动力总成方面的研究可追溯至11年前，其在2014 年就已经启动新能源动力相关的技术研 发，2018 年推出国内首款油冷动力总成，2020 年推出首款多合一动力总成，不断进行技术优化后，其 在2024 年发布了首款高压增程产品。 在2024年4月的北京车展上，华为基于DriveONE提出增程与纯电共平台，要造没有"里程焦虑"的电车。 同年，小鹏在科技日上发布了鲲鹏超级电动体系，规划为一款车型支持纯电及增程两种动力形式，以"一 车双能"战略进入增程市场。 将增程对齐纯电用车体验，双 ...

要闻提示 NEWS REMIND 1.抖音集团副总裁李亮：豆包手机助手经过用户授权，不存在"入侵"和"越权" 2.网传前小米高管王腾加入魅族？知情人士否认 3.安克创新冲击港股IPO！今年前三季度营收超210亿元，同比增长27.79% 4.孙百功离开理想加盟阿维塔，出任GTM负责人 5. 理想发布首款AI眼镜：1999元起，能远程控车、听歌， 待机续航78小时 6.渐冻人蔡磊回应身体近况，已准备好尝试脑机接口 7. Meta 从苹果挖走用户界面设计负责人艾伦・戴伊，加速 AI 硬件布局 8.TikTok 将在巴西豪掷 377 亿美元，建立当地首座大型数据中心 今日头条 HEADLINE NEWS 抖音集团副总裁李亮：豆包手机助手经过用户授权，不存在"入侵"和"越权" 12月3日晚间消息，抖音集团副总裁李亮发布微博，辟谣了豆包手机助手未经授权获取系统权限传言。李 亮表示，地图规划路线和实时导航，肯定需要读取地理位置；IM语音聊天也需要调用麦克风，甚至通讯录 权限，这些都是为了功能实现必须获得的用户信息，我认为只要是用户许可就不存在侵犯隐私的行为。 他强调，豆包手机助手是经过用户授权，才能完成操作手机的任务，所有 ...

" AI是目标、是目的，不是手段。我们不想做太多市值管理，因为 好好做产品是我们的本分。 " 作者丨王瑞昊 编辑丨李雨晨 12月3日，理想正式发布其第一代AI眼镜理想 Livis，售价1999元，国补后价格1699元起。Livis发布后， 意味着理想正式进军可穿戴智能设备赛道。 AI眼镜的浪潮始于2023年底Ray‑Ban与Meta联合推出第一代智能眼镜，而爆发于中国市场，2025年的市 场竞争已达到"百镜大战"级别。 数据显示，2025年上半年全球智能眼镜出货量同比增长110%，其中AI眼镜占据绝对主导地位，中国市场 表现尤为抢眼，同比增长107%，位列全球第一。 与大多数消费类智能硬件面临的问题类似，当前，AI眼镜市场面临的主要消费痛点是不可能倒三角：续 航、重量、性能（主要指AI交互能力）无法同时兼顾， 从续航时间看，AI眼镜的平均值为8小时，而理想 Livis的典型续航时间可达18.8小时，待机时间达到78小 时。理想 Livis实现长续航能力主要来自240毫安石墨烯电池与理想自研的电源管理系统的协同优化。 | (0) | C | | D | | --- | --- | --- | --- | | 拍 ...

Core Insights - The article discusses the entry of OPPO into the handheld imaging market, led by Liu Zuohua, indicating a strategic move to capture a growing segment in consumer electronics [4][6][8] - The handheld imaging market is experiencing rapid growth, with DJI's Pocket camera sales reaching approximately 10 million units and projected revenues exceeding 50 billion yuan this year [5][6] - OPPO aims to leverage its existing technology and user base to differentiate itself in a competitive landscape dominated by DJI [9][10] Group 1: Market Dynamics - The handheld imaging market is expected to see significant growth, with estimates suggesting that sales could reach tens of millions of units starting next year [6] - The market is characterized by a growth rate exceeding 100%, making it an attractive opportunity for smartphone manufacturers seeking new revenue streams [6][10] Group 2: Competitive Landscape - DJI currently holds a dominant position in the market, but OPPO's entry is seen as a direct challenge, particularly due to its large user base and technological capabilities [9][10] - The competition will not solely focus on hardware specifications but will also involve ecosystem capabilities and engineering prowess [9][10] Group 3: Strategic Initiatives - OPPO has assembled a high-caliber R&D team to integrate its imaging technology from smartphones into the Pocket project, indicating a strong commitment to innovation [8] - The decision to have Liu Zuohua lead the project reflects OPPO's seriousness about capturing a significant share of the mobile imaging market [4][8] Group 4: Challenges Ahead - Entering the market will not be straightforward, as OPPO must navigate the complexities of technology transfer and differentiation to avoid a price war with established players like DJI [7][9] - The need for unique market positioning is emphasized, as simply replicating DJI's approach may not yield success [9]

双十一，阿里云AI算力销售激励再度加码 前不久，阿里云在渠道双十一动员大会上，针对AI算力销售推出特别激励：双十一活动期间，所有渠道伙 伴销售AI云服务器及大模型，相应业绩均可按多倍核算。比如，某渠道伙伴在活动期间销售了10万元的AI 算力，在特别激励政策下，这10万的业绩可能按20万，甚至更多业绩核算。 这种"多倍核算"机制，直接将渠道伙伴的销售收益与阿里云的AI战略重点深度绑定，为的是激发渠道销售 AI算力和服务的积极性。 京东云今年猛招销售，还成立了渠道部门 京东云今年突然开始发力，原来只有大几十人的销售队伍，而如今这支队伍已经扩充到了接近 400 人。 不仅如此，京东云还组建了大几十人的渠道团队，来开拓市场。 云市场排位赛似乎早已尘埃落定，眼下京东与又开始猛招上百人的销售团队，这是要搞什么大动作？有业 内人士猜测，可能是因为京东要在算力基建上加大布局，并且建更大的节点，所以要提前储备消化大节点 的能力。虽然京东云放开了销售岗位大量招人，但淘汰人也很快，目前招聘的上百人中，已经有一批面临 卷铺盖走人的处境。 腾讯云闪电出手，截获AI 硬件黑马百万级云大单 7月，一家AI硬件公司在深圳成立。凭借小米系的创 ...