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告别“十年之痒”,美的与小米转向全面较量
财富FORTUNE· 2025-06-03 12:16
"无论是谁,现在还进来家电行业竞争,在战略上已经输了。"美的集团董事长方洪波近日在2024年度股东大会上回应小米入局相关问题时表示,并再次强 调"战略上并不惧怕小米"。他的这番回应,无疑也宣告了美的与小米的关系已从曾经的"蜜月期"彻底转向全面竞争。 这一转变的标志性事件或许是美的在2024年清仓了其持有的全部小米股票,套现金额达18亿元,结束了双方自2014年开始的资本合作。 十年前,美的与 小米之所以各自投资约12.7亿元进行交叉持股,主要是基于双方在智能家居领域的战略互补需求,方洪波当时将此称为"制造思维与互联网思维的化学反 应",但当前双方在家电领域已是短兵相接,核心战场集中在大家电和智能家居入口控制权上,合作的基础显然不复存在。 事实上,美的从2020年就已开始逐步减持小米股票。与此相呼应的是,小米2019年成立大家电事业部,此后空调、冰箱、洗衣机等品类增长迅猛,2024年 其空调出货量就超过了680万台,增速超过50%,直接切入美的的核心优势领域。尤其值得注意的是,今年2月小米发布了定位高端的"米家中央空调 Pro",这意味着用户在装修阶段一旦选择了这款产品,便有很大概率同时部署小米的照明、新风、净 ...
为了索要先祖照片,她和哈佛大学对簿公堂15年
财富FORTUNE· 2025-06-03 12:16
2019年3月20日,纽约市,塔玛拉・拉尼尔在宣布起诉哈佛大学的新闻发布会上回答提问。拉尼尔指控哈佛大学 非法扣押、占有其曾曾曾祖父(一名叫伦蒂的非洲男性奴隶)及其女儿迪莉娅的照片,并利用这些照片牟利。图 片来源:Kevin Hagen—Getty Images 哈佛大学将向南卡州非裔美国历史主题博物馆移交一批175年前的照片,这些照片被认为是最早拍摄的 奴隶影像。哈佛此举是为了履行与照片中人物的后代所达成的和解协议。 拉尼尔的律师上周三表示,据塔玛拉・拉尼尔指认,照片中的人物为其称之为 "帕帕・伦蒂"的曾曾曾 祖父伦蒂和他的女儿迪莉娅。这些照片将从皮博迪考古与民族学博物馆(Peabody Museum of Archaeology and Ethnology)移交至南卡州的国际非洲裔美国人博物馆(International African American Museum in South Carolina)。这对父女正是1850年照片拍摄之时在南卡州被奴役。 这场和解为拉尼尔与这所美国顶尖大学之间长达15年的斗争画上了句号,原因是她要求后者公布这 些"银版照片"(现代照片的前身)。拉尼尔的律师约书亚・科斯科 ...
2025年《财富》美国500强中亏损的42家公司
财富FORTUNE· 2025-06-02 09:34
Core Insights - The 2025 Fortune 500 list reveals that 42 companies reported losses, a decrease of 9 from the previous year, with total losses amounting to $92.6 billion, an increase of approximately 24% compared to 2023 [1]. Summary by Sections Losses Overview - Intel reported the highest loss on the list, exceeding $18.756 billion [1]. - Boeing followed with a loss of over $11.817 billion [1]. - Warner Bros. Discovery, Bristol-Myers Squibb, and Walgreens Boots Alliance also featured prominently in the losses, with losses of $11.311 billion, $8.948 billion, and $8.636 billion respectively [1]. Detailed Losses Table - A detailed table lists companies with their respective losses, highlighting significant figures such as: - Paramount Global: $6.190 billion [1] - Dollar Tree: $3.030 billion [1] - Hertz Global Holdings: $2.862 billion [1] - TIAA: $1.936 billion [1] - Avis Budget Group: $1.821 billion [1] - Sirius XM Holdings: $1.665 billion [1] - Celanese: $1.522 billion [1] - American International Group: $1.404 billion [1] - QVC Group: $1.290 billion [1] - VF Corporation: $968.9 million [1] - Western Digital: $798 million [1] - JetBlue Airways: $795 million [1] - Endeavor Group Holdings: $782.4 million [1] - Cleveland-Cliffs: $754 million [1] - Baxter International: $649 million [1] - Viatris: $634.2 million [1] - Delek US Holdings: $560.4 million [1] - Vertex Pharmaceuticals: $535.6 million [1] - PBF Energy: $533.8 million [1] - Community Health Systems: $516 million [1] - Wayfair: $492 million [1] - Icahn Enterprises: $445 million [1] - AGCO: $424.8 million [1] - Owens & Minor: $362.7 million [1] - Kyndryl Holdings: $340 million [1] - Advance Auto Parts: $335.8 million [1] - Whirlpool: $323 million [1] - Caesars Entertainment: $278 million [1] - Newell Brands: $216 million [1] - KeyCorp: $161 million [1] - EchoStar: $119.5 million [1] - United Natural Foods: $112 million [1] - Altice USA: $102.9 million [1] - Dana: $57 million [1] - Lumen Technologies: $55 million [1] - Par Pacific Holdings: $33.3 million [2] - BrightSpring Health Services: $18.1 million [2]
2025年《财富》美国500强排行榜揭晓
财富FORTUNE· 2025-06-02 09:34
Core Insights - The 2025 Fortune 500 list shows record high revenues and profits for the listed companies, with the revenue threshold rising from $7.1 billion to $7.4 billion [1] - Total revenue for the 500 companies increased from $18.8 trillion to $19.91 trillion, a growth of approximately 6% [1] - Total profits for these companies reached about $1.87 trillion, marking a growth of around 9% compared to the previous year [2] Company Rankings - Walmart ranked first for the thirteenth consecutive year with revenues of $680.985 billion [9] - Amazon maintained its second position with revenues of $637.959 billion [11] - UnitedHealth Group surpassed Apple to claim the third spot with revenues of $400.278 billion [2] Profitability Insights - Alphabet achieved a profit of $100.118 billion, a significant increase of approximately 35.7%, making it the most profitable company [2] - Apple reported a profit of $93.736 billion, a decline of about 3.4% from the previous year [2] - Nvidia's profit reached a record $72.88 billion, growing by 144.9%, elevating its rank to fifth in profitability [2] Industry Performance - The technology and finance sectors remain the most profitable, with six out of the top ten most profitable companies being tech firms [2] - The healthcare sector saw eight companies in the top 25, collectively generating $3 trillion in revenue [7] New Entrants and Returns - 22 companies made their debut or returned to the list, including 14 first-time entrants like GE Vernova and Kenvue [3] - Notable returns include companies like Ingram Micro and Yum! Brands [3] Historical Context - The average age of the companies on the list is 89 years, with five companies established in the 18th century [4] - Since the list's inception in 1955, 48 companies have never been absent from the rankings, including ExxonMobil and General Electric [7] Noteworthy Highlights - The top 50 companies accounted for 50% of total revenue and 53% of total profits on the list [7] - The list reflects a growing trend of female CEOs, with 55 women leading Fortune 500 companies, the highest percentage recorded [12]
2025年《财富》美国500强中最赚钱的50家公司
财富FORTUNE· 2025-06-02 09:34
财富中文网(www.FORTUNEChina.com)于北京时间6月2日与英文网全球同步发布2025年《财富》美 国500强排行榜。 从盈利能力来看,科技和金融行业仍然是最赚钱的行业。Alphabet公司去年盈利1,001.18亿美元,较上 一年大幅增长约35.7%,超越苹果公司位居利润榜榜首;苹果公司去年盈利937.36亿美元,较上一年下 降约3.4%,滑落至利润榜第二位;伯克希尔-哈撒韦公司去年盈利较上一年下降约7.5%,为889.95亿美 元,在利润榜中位列第三。在最赚钱的前十家公司中,有6家为科技公司,其中,英伟达去年盈利达到 了创纪录的728.8亿美元,比上一年增长144.9%,上升至利润榜第五位。( 应用商店搜索并下载"财富 Plus",查看美国500强最赚钱公司子榜 ) | 排名 | 公司 | 净利润(百万 | | --- | --- | --- | | | | 美元) | | 7 | Alphabet公司(Alphabet) | 100118 | | 4 | 苹果公司(Apple) | 93736 | | 6 | 伯克希尔-哈撒韦公司(Berkshire Hathaway) | 88995 | ...
美联储主席鲍威尔:美国大学地位来之不易,要珍惜
财富FORTUNE· 2025-06-01 08:47
Core Points - Jerome Powell emphasized the importance of public service and defending democracy during his speech at Princeton University [1] - Powell highlighted the significant role of American universities in global innovation and economic vitality, urging graduates to appreciate and protect these institutions [3] - The Trump administration's recent actions against Harvard University, including the cancellation of its ability to enroll international students, could impact the university's ability to attract top talent [3] Summary by Sections Public Service and Democracy - Powell encouraged graduates to dedicate time to public service, reflecting on the historical mission of Americans to strive for equality since the founding of the nation [1] - He did not address political matters directly, maintaining the typical stance of Federal Reserve officials [2] Role of Universities - Powell stated that top American universities are a vital asset and should not be taken for granted, as they contribute significantly to the country's global standing in technology and economy [3] - He expressed hope that future generations would work to uphold and strengthen American democratic values [3] Recent Political Context - The Trump administration's recent cuts to federal funding for universities, particularly targeting Harvard, were noted, although Powell did not mention these actions in his speech [3] - Despite ongoing inflation pressures, Trump has been pressuring Powell to lower interest rates, which has not been successful [3] Personal Reflections - In his closing remarks, Powell defended the Federal Reserve's response to the COVID-19 pandemic and emphasized the importance of individual lives and character [4]
暴跌的拼多多,找寻来时的路
财富FORTUNE· 2025-05-31 01:19
图片来源:视觉中国 拼多多走入了此前高管所预告的下滑时刻。 5月27日晚,拼多多公布截至3月31日的2025年第一季度财报。财报显示,拼多多当季总营收达956.722 亿元,同比增长10%,已连续多季度营收增速放缓。这一数字未能达到机构此前所预计的超千亿元的营 收。 拼多多当季归属于普通股股东净利润为147.42亿元,同比下滑47%;不按美国通用会计准则,归属于普 通股股东的净利润为169.16亿元,同比下滑45%。 这一表现引发了投资者的担忧。5月27日,拼多多美股开盘前暴跌20%,当日收盘跌13.64%。 去年8月,拼多多交出净利润同比增长125%的成绩单时,董事长、联席CEO陈磊就发布了关于拼多多利 润将逐步进入"下降趋势"的预警,他称之为"长期健康必要的代价"。 拼多多集团执行董事、联席CEO赵佳臻也表示,在拼多多加大对运营、技术、生态治理的投入,打击作 弊商家,推动产业升级,追求长期健康发展的过程中,牺牲短期利润是必须的。这也是公司管理层已达 成的共识。 关于今年一季度业绩的下滑原因,陈磊认为主要有三:首先,国内电商行业竞争进一步加剧,在国补政 策之下,拼多多较竞争对手价格竞争力减弱;同时,在海外市 ...
盖茨基金会宣布2,000亿美元支出计划
财富FORTUNE· 2025-05-30 11:01
2025年5月13日西雅图麦考音乐厅,董事长比尔·盖茨欢迎2025年员工大会的参会者。图片来源:Gates Archive/Tim Matsui 比尔·盖茨最近宣布其慈善基金会将斥资2,000亿美元,用于帮助全球最贫困的人口减少疾病与死亡。他 对其慈善基金会的员工提出了一个问题。 微软(Microsoft)创始人盖茨在本月召开的盖茨基金会(Gates Foundation)年会上问道:"我们该如何 唤起公众的关注?我们必须大幅提升行动力度。" 苏兹曼表示基金会的目标并未改变。他表示:"当关键的联盟似乎要在我们眼前瓦解时,我们不能因此 就畏缩不前。当对一个更美好未来的希望开始显得天真或过时,我们必须提醒人们,我们的乐观并非凭 空而来。它来之不易,并非基于盲目信仰,而是建立在具体的、可衡量的成果之上。" 盖茨要求员工重新激发实现基金会核心使命的动力,吸纳新的合作伙伴,并投资开发人工智能的潜力, 以帮助消除贫困,并在药物研发中发挥关键作用。盖茨表示:"我真的相信也希望这不是天真的想法 ——尽管逆风而行,我们在未来20年所能取得的成就,将比过去25年更加丰硕。" (财富中文网) 数百名盖茨基金会的员工坐满了位于西雅图 ...
到2050年,全球或将有一半人口患有糖尿病
财富FORTUNE· 2025-05-30 11:01
罗氏制药中东地区负责人奥法特·贝罗;信诺医疗保健中东和非洲(不含沙特)首席执行官利亚·科特里尔;以及 January AI公司创始人兼首席执行官诺辛·哈希米(从左到右)。 图片来源:Iman Al-dabbagh—Fortune 据预测,到本世纪中叶,全球糖尿病患者将达13亿人,若计入糖尿病前期人群,这一数字将攀升至50 亿。当前,人工智能技术能够帮助糖尿病患者实时掌握食物成分及潜在血糖反应;未来,人工智能还将 助力预测患者可能罹患的病症,并指导采取早期干预措施。 在利雅得召开的《财富》"全球最具影响力商界女性"峰会上,医疗行业领袖们指出,人工智能将在防治 糖尿病相关疾病方面扮演日益重要的角色,尤其是存在大量生活方式相关糖尿病患者的中东等地区。 人工智能健康平台January AI创始人兼首席执行官诺辛·哈希米指出:"数据触目惊心。至2050年,全球 糖尿病患者将达到13亿,而糖尿病前期人群规模约为这个数字的三倍。……这意味着超50亿人将出现胰 岛素抵抗,占全球半数人口。"该平台通过人工智能技术提供个性化营养建议与血糖监测分析。 信诺医疗保健(Cigna Healthcare)中东及非洲(不含沙特)首席执行官 ...
“极客”何小鹏回归
财富FORTUNE· 2025-05-30 11:01
Core Viewpoint - He Xiaopeng has transformed from an internet technology enthusiast to a manufacturing-oriented CEO, focusing on the technological core of XPeng Motors as it emerges from a challenging period in the Chinese electric vehicle market [1][5] Group 1: Technological Advancements - The launch of the MONA M03 Max, priced under 130,000 yuan, features dual NVIDIA Orin-X chips and 27 visual sensors, enabling advanced navigation assistance capabilities [1] - High computing power is essential for intelligent driving, allowing real-time processing of complex road conditions and enhancing safety and efficiency [2] - XPeng aims to achieve L4-level autonomous driving by 2025-2030, marking a significant era for smart vehicles [2] Group 2: Market Strategy and Performance - XPeng's "increase features and decrease prices" strategy has led to the MONA M03 series achieving 100,000 units in just seven months, with a 330% year-on-year increase in total deliveries [2][3] - The average selling price of vehicles dropped to 153,000 yuan, resulting in a slight revenue decline, but gross margin reached a record high of 15.6% [3] - The company aims for profitability by Q4 and plans to double annual sales, with new models set to launch quarterly in 2025 [3][4] Group 3: Growth Opportunities - XPeng has identified three growth curves: AI-driven vehicles focusing on smart features and cost-effectiveness, international expansion with a 370% increase in overseas sales, and humanoid robots with plans for a 2026 launch [4] - XPeng's collaboration with Volkswagen has generated 462 million yuan in revenue, with plans for a joint vehicle launch within 24 months [5] Group 4: Challenges and Future Outlook - XPeng faces scrutiny regarding its market response, technological leadership, and international expansion, particularly in demonstrating compliance with local regulations [6] - The shift from a technology-centric approach to a customer-oriented strategy has been pivotal for XPeng's evolution, emphasizing cost control and product pricing [5][6]