A公司老板考察中东市场，想在中东做电商 A公司希望自己的商流出海，所以最近做了两个动作：一是找了很多海外买手，让他们将货买进中国；二 是帮助客户出海，它的客户多为仓储需求。A公司的逻辑类似亚马逊，一开始先布局仓储，主要针对电 器、家居等大件，在欧洲和美国投建仓库。 据说该公司老板自己也去考察了中东很多市场，当初考虑要做类似物流或者是其他的方式，电商和外卖一 起做。（A公司国内外卖大战打得正酣，中东物流也做得如火如荼，问题是能与当地头部物流公司竞争 吗？欢迎添加微信 ydinitialheart 交流） B公司创始人换掉CFO亲自带队，在美建仓雷声大雨点小 北美物流新秀B公司近几年动作频频，江湖传闻比财报更精彩。2021年左右，B公司积极寻求A轮融资， 但因为CFO能力不行，过了大半年也没有close。直到创始人把CFO换掉之后亲自带队，融资效果才有好 转。 跨境物流公司C最近出来融资，应该还没有融到钱，这一轮其实不指望融钱，更多是老股东卖老股，因为 据说B公司去年融完资后就在美国大量建仓。不过很多能力比较虚，声称坐拥超大分拣仓，实则是另一家 海外仓公司的仓。不过今年资金到位后B公司能做很多事情，美国布局即便再 ...

1.阿里巴巴内网曝出四件大事！包括全面打通内网权限、调整员工跨业务流动机制等，马云否认回归 2.蔚来重大调整！三品牌全面整合：乐道产品研发、销售体系并入蔚来 3. 头条功臣、抖音元老陈林暂未离职创业，曾与顶级VC私下探讨教育创业构想，但不考虑外部融资 4.曝上海微软大裁员，部分员工获得N+8赔偿，最高20个月工资 5.小米SU7 Ultra陷「虚假宣传」争议，数百名消费者要求无损退车 6.网传GPU公司砺算科技连续两个月暂停全员薪酬：员工沉默，高管未正面回应 7.OpenAI CEO奥特曼：美国模型最先进，但领先中国的幅度并不大 8.停工时长超预期，特斯拉得州工厂Model Y及Cybertruck产线员工强制休假一周 今日头条 HEADLINE NEWS 阿里巴巴内网曝出四件大事！包括全面打通内网权限、调整员工跨业务流动机制等，马云否 认回归 据阿里多名内部员工在社交平台上爆料，5月8日晚，阿里集团全面打通内部论坛权限，淘天、阿里云、大 文娱、菜鸟、钉钉、飞猪、国际等各个业务的员工，时隔两年又在内网重聚。社交媒体上不少员工纷纷发 帖纪念重回内网，直呼"见证历史"，"MAGA"，"Make Alibaba G ...

Group 1 - Apple collaborates with Baidu and Alibaba for AI, with Baidu's technology share at 35% and Alibaba's at 65%, due to strategic missteps by Baidu [4] - Li Auto's CEO Zhu Jiangming claims his current annual salary is 80,000, solely for social security payments, and he has not drawn a salary since the IPO [6] - Alibaba is selling off assets, including shares in Wanda Film and YTO Express, totaling nearly 600 million [8][9] Group 2 - Microsoft has ceased providing office software to BGI Genomics, which has now partnered with Kingsoft Office for a strategic collaboration [10] - Geely has implemented a rotating presidency system, with Dai Qing as the first president, focusing on optimizing management structure [13] - Neta Auto's parent company, Hozon Auto, is beginning to repay debts, having previously faced issues with tax and service interruptions [14] Group 3 - OpenAI appoints Fidji Simo as CEO of its new applications division, indicating a strategic shift towards enhancing product development and market expansion [22][23] - Intel is negotiating wafer foundry collaborations with Nvidia and Google, with confirmed orders from Microsoft [24] - Apple is expanding its in-house chip development for future devices, including smart glasses and AI servers, with production expected to start by late 2026 or 2027 [25]

Group 1 - Zeekr announces privatization and delisting, with Geely proposing to acquire all outstanding shares at $2.57 per share, representing a 13.6% premium over the last trading price [2] - Geely's chairman Li Shufu emphasizes the need for integration and innovation in the automotive sector to create long-term value and maintain communication with international capital markets [4] Group 2 - Baidu's CEO Li Yanhong expresses confidence in the company's ability to adapt to new technologies and competition, viewing it as a positive force for market maturity [6] Group 3 - Xiaohongshu partners with Alibaba to allow merchants to embed product links directly in posts, enhancing the shopping experience and integrating advertising [10][11] Group 4 - Huawei plans to introduce a new SUV model under Baojun brand featuring its advanced driving assistance system, targeting a price range of 150,000 to 250,000 yuan [12] Group 5 - Xiaomi apologizes for changes in the SU7 Ultra model's performance unlock conditions and clarifies the functionality of its carbon fiber hood, acknowledging communication shortcomings [14][15] Group 6 - Jiuxian AIR, a new vehicle from Jiuxian Automotive, is launched with prices starting at 147,800 yuan, featuring a design inspired by commercial aircraft and advanced operating systems [20] Group 7 - Uber plans to invest an additional $100 million in autonomous driving company WeRide, marking its largest investment in this sector to date [23] Group 8 - OpenAI reportedly plans to reduce revenue sharing with Microsoft to below 10% by 2030, indicating a significant shift in its financial strategy [27]

" L2监管趋严，并不代表会影响到自动驾驶的发展。 " 作者丨王瑞昊 编辑丨相辉 "智驾"这两个字，正在淡出公众视野。 近日小米对于智驾的措辞进行了统一修改，将"智驾"更改为"辅助驾驶"，这一消息再度冲上热搜，小米回 复媒体称"智驾改名系响应国家号召"。 此前4月30日华为常务董事、终端BG董事长余承东在一则科普视频中也未提及"智驾"二字，而是统一表述 为"智能辅助驾驶"，在这之前余承东都是使用"智驾"表述。 雷峰网了解到，今年"五一"假期期间多家新能源品牌门店已撤下了此前占据C位的"智能驾驶"宣传标语， 理想、小米、蔚来、小鹏等品牌的销售人员在介绍智能驾驶时均改变了话术，有的销售甚至在消费者主动 提问时才会提及。 智能驾驶正在从车企宣传的核心话术中逐渐淡出，"智驾"两个字俨然已成为禁用词，这一趋势在刚刚结束 的上海车展上体现得尤其明显。 01 营销降温，车展回归理性 多家车企围绕智驾规划的一系列营销，在车展上悉数被叫停。 5月2日闭幕的上海车展上，此前大热的智驾出现降温现象，全民智驾、一键召唤等此前经常出现的营销词 汇消失了，车企在经历前期的激进宣传后，开始回归理性，聚焦于技术打磨与产品落地。 虽然有的车企 ...

1. 车企董事长薪酬曝光！李想6.4亿元，吉利李书福仅37.6万元 2.阿里通义应用视觉团队负责人薄列峰离职，入职某互联网大厂，任多模态部门负责人 3. 宣传三元锂，装车变成磷酸铁锂？问界回应M8出厂合格证印错 4.曝苹果智能国行版将在iOS 18.6上线，百度、阿里巴巴提供支持 5.乐道员工炫耀"卖爆了"被沈斐批评：绝不应该轻易立flag 6.京东骑手招募规则悄然改变：「目前」由公司承担所有五险一金 7.美国盯上"对华特供芯片"，拟立法跟踪英伟达芯片定位 8.苹果据称考虑调整iPhone发布节奏：标准版、Pro版机型或错开发布 再来看民营车企，最受关注的当属比亚迪。财报显示，董事长、执行董事、总裁王传福税前报酬总额 765.5万元，在公司高管中排名第9，薪酬最高的是执行副总裁李柯，达1689万元，执行副总裁罗红斌、 高级副总裁何志奇税前工资同样均超千万元。吉利汽车集团CEO桂生悦、吉利控股集团CEO李东辉薪资总 额分别为3201万元、1967万元，而作为掌舵者的李书福，其全年薪酬仅37.6万元。长城财报显示，长城 汽车董事长魏建军全年薪酬568.56 万元，与2023年持平，长城汽车副总经理、副董事长赵国庆 ...

雷峰网独家获悉，广汽研究院已在今年4月开始调整，将于今年7月左右完成拆分重组，整车、平台、造型 三院将分别由广汽丰田副总经理孙大兴、广汽研究院副院长梁伟强、广汽集团造型设计院负责人张帆负责 管理。 调整后，广汽研究院将并入广汽集团本部，由集团本部统一负责产品定义、财务、采购、品牌营销工作。 " 重组研发体系后，广汽新目标：2027年自主品牌销量达200万 辆。 " 作者丨田 哲 编辑丨林觉民 在自主品牌全面转向智能化竞争的当口，广汽集团正在对研发体系进行一场重组。 近日，广汽集团宣布，将拆分广汽研究院为整车、平台、造型三院，并入广汽集团产品本部，组成"大研 发体系"。 "广汽科技馆"公众号文章显示，广汽集团一体化改革，旨在推动集团实现成本、技术和产品竞争力领先的 商业成功。 近年，多家主机厂正在加快体系架构调整。 2024年，比亚迪将智能驾驶和智能座舱业务合二为一，并成立了海外产品研究院；今年2月，上汽集团将 上汽乘用车公司、上汽国际、创新研究开发总院、零束科技、海外出行5家公司整合，组成"大乘用车板 块"，提高单品规模，降低成本。 此次一体化改革效果如何还未体现，但广汽正急于求变，不被新能源汽车浪潮抛下。 ...

Core Viewpoint - The performance issues of a certain computing cluster in Northwest China have led to financial strain for Hongxin Electronics, which had partnered with a well-known chip company to build the cluster. The focus on upfront construction profits rather than operational revenue has created challenges for the company [1][3]. Group 1: Financial Strain and Revenue Models - Hongxin Electronics is relying on local procurement of its self-developed software products as a significant revenue source [2]. - The increasing rationality of local support policies has made it more difficult and risky to rely on subsidies for profit [3]. - Company A's significant revenue from "guaranteed sales commitments" has become a hindrance to its IPO process due to incomplete payments from local governments [4]. Group 2: Green Energy and Profitability - In a key computing hub in Northwest China, green energy indicators are viewed as a crucial profit mechanism for some computing center builders [5]. - The construction of computing centers aligns with national policies promoting green energy and new infrastructure, allowing builders to potentially profit from green energy integration [5]. Group 3: Utilization Rates and Market Dynamics - The actual utilization rates of computing centers are becoming less critical, as cloud giants are consolidating their computing resources to comply with local energy consumption indicators [7][8]. - A computing center in Changsha saw its utilization rate drop from 85% to around 50% after passing inspection, leading to dissatisfaction from local authorities [9][10]. - Some leading model startups have pressured computing centers to lower rental prices and provide financing, which has disrupted normal business logic [12][13]. Group 4: Challenges in Construction and Demand - A computing center in Chengdu faced a near financial collapse due to over-purchasing equipment without sufficient demand, but was revived by the success of a model startup [14]. - The demand for certain computing resources has surged following the popularity of specific models, leading to increased utilization rates for previously underused equipment [15]. - A major manufacturer faced issues with a procurement order due to excessive price pressure, resulting in no suppliers willing to fulfill the order [17]. Group 5: Policy and Project Viability - A computing cluster project in Inner Mongolia was halted due to new regulatory guidelines limiting large computing projects to designated national hubs [19]. - The rapid proliferation of computing center projects in Northwest China, without clear policies or planning, may lead to chaotic outcomes [18]. - Corruption issues within a cloud company have hindered the effective deployment of computing resources, further complicating the procurement process [20].

Group 1 - Temu has announced the cessation of direct sales of Chinese products to the U.S. due to a 130% import tariff, shifting to local sellers for U.S. market sales [5][6] - The U.S. Customs policy change effective May 2, 2025, will eliminate the small package tariff exemption for goods from mainland China and Hong Kong, requiring proper customs declarations and payment of applicable tariffs [5] - The number of full-service sellers on Temu's U.S. site has significantly decreased, with some sellers experiencing over 50% of their products being delisted [6] Group 2 - Neta Auto's app and website experienced significant downtime due to unpaid traffic fees, leading to accessibility issues during the holiday period [8] - Neta Auto's sales have sharply declined in 2023, revealing operational challenges, including layoffs and payment delays to suppliers [9] - The company previously achieved a sales record of approximately 152,100 vehicles in 2022, becoming a leading player among new car manufacturers [8] Group 3 - Major car manufacturers, including Xiaomi and Huawei, have rebranded their "smart driving" features to "assisted driving," reflecting a shift in marketing strategy [10][11] - The term "smart driving" is becoming less prominent in product promotions, with many companies opting for more conservative language in their marketing [11] Group 4 - Xiaomi's international market department has undergone leadership changes, with Xu Fei appointed as the new general manager [16] - Xu Fei has been with Xiaomi for 15 years and previously served as the head of the MIUI product team [16] Group 5 - Ant Group plans to separately list its overseas division, Ant International, in Hong Kong, which accounts for approximately 20% of Ant Group's revenue [15] - Ant International focuses on cross-border payment services, leveraging products like Alipay+ and WorldFirst [15] Group 6 - NVIDIA is developing a new AI chip tailored for the Chinese market after the U.S. government banned the export of its H20 chip, with samples expected to be available in June [21] - The new chip design aims to comply with U.S. export regulations while maintaining NVIDIA's market presence in China [21] Group 7 - OpenAI has decided to maintain its non-profit structure, abandoning plans for a profit-driven transformation, which may complicate future funding efforts [20] - The organization emphasizes its mission to ensure that AGI benefits all of humanity, contrasting with traditional profit-driven corporate governance [20]

" 阿里反守为攻，发布淘宝闪购，联合饿了么砸百亿补贴。 " 作者丨王薇 代聪飞 编辑丨代聪飞 外卖市场硝烟重启。 京东的高调入局，重金补贴，一方面吸引到大波用户的短时涌入，另一方面，也让二级市场的投资人不得 不对这条「鲶鱼」提高重视。 原本美团与饿了么 "双雄" 对峙的稳定格局被彻底打破，逐渐演变为红黄蓝"三国杀"态势。 从4月18日"不打口水仗，只送口味虾"，到如今宣布的"超百亿补贴"。在这场后外卖时代的大战中，饿了 么在五一假期的前一天加码下场，还同时带来了出手阔绰集团内的"大哥"。 但这同时也意味着，站在盈利前夜的饿了么，脚步或许不得不再缓缓。 2024年，饿了么曾制定三年盈利的规划。根据我们的了解， 饿了么在2024年曾出现单月盈利的情况。整 体而言，饿了么想如期实现盈利目标本来并不难。 京东的入局，多少有些打乱了饿了么原本的节奏，但这对阿里在整个本地生活领域的布局，也是个难得的 机会。 雷峰网获悉，阿里淘宝天猫旗下的即时零售业务"小时达"正式升级为"淘宝闪购"，在淘宝app首页Tab 以"闪购"一级流量入口，并将联合饿了么共同加大 补贴 力度。 草蛇灰线、埋伏千里，阿里电商生态中的即时零售的布局才是 ...