据悉，本轮融资结束后，新石器或将很快启动上市筹备工作。 对于前述融资及赴港IPO消息，截至发稿新石器方面并未回应新浪科技问询。（新浪科技） 【独家丨腾讯参投！#新石器完成超5亿美元PreIPO轮融资#，或将赴港IPO】新浪科技从之前人士处独 家获悉，中国无人配送领域头部企业新石器（Neolix）近日已完成超5亿美元Pre-IPO轮融资，除多家老 股东跟投外，本轮融资新增腾讯、高成资本等明星股东，此外还包括多支国家队AI基金和中东基金。 据知情人士对新浪科技透露，"本轮融资正式完成的资金已达到5亿美元，另外还有部分在途资金正在走 入账流程，固次此轮融资金额会远超5亿美元。" 9月初，新石器无刚宣布了公司第10000台整车在浙江桐庐下线交付，这意味着公司无人配送行业实现了 从技术验证迈向大规模商业化落地。据透露，此次新增资金到位后，新石器月产能将提升至约2000辆， 而去年全年交付量仅略超1000辆。 ...

Core Viewpoint - The article highlights the increasing trend of major tech companies, particularly Tencent, actively recruiting talent at academic conferences like ICCV 2025, showcasing their technological advancements while simultaneously seeking to attract top talent in the AI field [6][30][36]. Group 1: Recruitment Strategies - Major tech companies are shifting from merely showcasing research achievements at conferences to directly recruiting talent, as evidenced by Tencent's significant presence at ICCV 2025 [6][30]. - Tencent's exhibition at ICCV was the second largest, featuring numerous core business leaders engaging with students and discussing technical routes and job opportunities [8][11]. - The event allowed students to interact directly with business leaders, providing a unique opportunity to discuss job openings and gain insights into Tencent's various AI initiatives [34][36]. Group 2: Technological Showcase - Tencent showcased a wide array of AI technologies across its business units, including advancements in 3D generation and video synthesis, with multiple academic papers accepted at the conference [13][21]. - The company presented its latest innovations, such as the Hunyuan 3D generation project and real-time digital human solutions, attracting significant attention from attendees [15][20]. - The presence of Tencent's top researchers at the conference facilitated engaging discussions, enhancing the visibility of their technological capabilities [27][29]. Group 3: Market Position and Future Outlook - Tencent's investment in AI research is substantial, with R&D spending projected to reach 39.16 billion RMB in the first half of 2025, reflecting a year-on-year growth of 21% and 17% in the first two quarters [43]. - The company is positioned to leverage its extensive user base and diverse business applications to convert technological advancements into market opportunities [45][46]. - The recruitment efforts at conferences like ICCV are part of a broader strategy to secure top talent, which is essential for maintaining a competitive edge in the rapidly evolving AI landscape [39][40].

格隆汇10月23日｜中国无人配送领域头部企业新石器（Neolix）近日已完成超5亿美元Pre-IPO轮融资， 除多家老股东跟投外，本轮融资新增腾讯、高成资本等明星股东，此外还包括多支国家队AI基金和中 东基金。据知情人士透露，"本轮融资正式完成的资金已达到5亿美元，另外还有部分在途资金正在走入 账流程，固次此轮融资金额会远超5亿美元。" ...

微信在近期启动了多项灰度测试，三个新功能悄然上线中。 群聊消息免打扰优化 先前在开启消息免打扰后，下方第二个选项为"关注的群成员"，最多可关注4个群成员，关注后他们在群 内发消息不再免打扰，仍会通知。 现今 ，"关注的群成员"被"以下消息仍通知"所取代，设置界面上方为@我、@所有人和群公告的单独按 钮 开启会收到通知 关闭则能实现勿扰 钮，开启会收到通知，关闭则能实现勿扰。 也就是说，经此优化，只要把@我、@所有人和群公告的开关全部关闭，就不会再收到任何群内的消息通 知。 撤回使用升级 之前执行撤回操作时，会弹出"撤回该条消息"的弹窗，需点击"撤回"才能完成操作。由于每次只能撤回一 条消息，一旦出现一次性发错多条消息的情况，就会陷入麻烦。 现在 ，在聊天框中长按发送的消息点击"撤回"时，新增的"撤回本次发送的全部消息"，能够一次性撤回本 次连续发送的多条内容（文字/图片/语音等）。但需要注 意的是，该操作对消息的发出时效有限制，必须 在2分钟内。 撒回本次发送的全部消息 取消 微信消息撤回时限一览 类型 举例 文字、语音、表情包、图片、 常规消息 视频、公众号和视频号链 2分钟内可撤回 接、小程序卡片等 wo ...

Market Overview - The market has experienced increased volatility since October, particularly in the technology sector, with renewed interest in dividend assets due to heightened risk aversion stemming from escalating trade tensions [1] - The uncertainty from trade disputes may lead to a rotation of funds from crowded trades, resulting in fluctuations in high-valuation growth sectors and a rebound in undervalued sectors [1] Asset Allocation Strategy - In the current market context, focus on sectors with positive earnings forecasts such as semiconductor technology, battery, and non-ferrous metals during the third-quarter earnings reporting period [2] - From a funding perspective, main funds are flowing into AI technology sectors like electronics and communications, while southbound funds are notably directed towards dividend sectors like banking [2] Sector Performance Semiconductor Sector - The semiconductor sector is experiencing high growth, with a significant number of companies reporting strong earnings during the third-quarter disclosures [2] - Notable companies include Cambrian, which reported a net profit of 1.605 billion yuan, marking its first profitable quarter, and Haiguang Information, with a net profit of 1.961 billion yuan, up 28.56% year-on-year [2] Non-Ferrous Metals and Battery Sectors - The non-ferrous metals sector is showing signs of recovery, with expected profit growth of 50% by 2025, driven by various favorable factors including supply-side policies and global economic conditions [4] - The battery sector, previously affected by price wars, is expected to see a turnaround with a projected profit growth of 36% by 2025, supported by demand for energy storage and advancements in solid-state battery technology [7] AI and Technology Trends - The AI sector is catalyzing growth across various industries, with significant investments from major companies like Oracle and domestic tech giants increasing their AI capabilities [8] - The Hong Kong market is well-positioned to benefit from the AI narrative, with a complete domestic AI industry chain and major tech companies included in the Hong Kong Technology ETF [8] Funding Trends - Main funds are showing a "barbell" strategy, focusing on both technology sectors and undervalued dividend sectors like banking and consumer goods [12] - Recent data indicates significant net inflows into electronic and communication sectors, with banking also receiving attention as a defensive investment [12] Conclusion - The current market dynamics suggest a strategic focus on sectors with strong earnings potential and favorable growth forecasts, particularly in technology and dividend-paying sectors, as investors seek stability and returns in a volatile environment [1][2][4][7][12]

Group 1 - The A-share market experienced a collective decline, with the AI concept stocks undergoing a pullback, particularly the Sci-Tech Innovation Board AI ETF (588930) which fell by 1.65% [1] - The Sci-Tech Innovation Board AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, which includes 30 large-cap companies involved in providing foundational resources, technology, and application support for AI [1] - IDC reported that global smart glasses market shipments are expected to reach 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2%, with projections indicating that shipments will exceed 40 million units by 2029, driven by innovation and expanding application scenarios [1] Group 2 - Guosen Securities noted that AI has significantly impacted the advertising business of internet giants, cloud computing scenarios, and corporate efficiency, with Tencent's advertising growth maintaining at 20% and Alibaba Cloud's growth accelerating to 26% [2] - Huatai Securities highlighted the rapid penetration of large model technology in vertical fields such as finance, healthcare, and education, with the commercialization process exceeding market expectations, suggesting investment opportunities in computing infrastructure and AI application software [2]

Group 1 - The three major indices opened lower, with the CSI Computer Theme Index rising by 0.05%, driven by gains in China Software (over 2%), Kingsoft Office, and Runhe Software (over 1%) [1] - The CSI Hong Kong-Shenzhen Cloud Computing Industry Index fell by 0.64%, with Runhe Software and Kingsoft Office both increasing by over 1% [1] - The Computer ETF (159998) experienced a pullback, with a latest circulation of 2.703 billion shares and a circulation scale of 2.811 billion yuan as of October 23 [1] - The Hong Kong-Shenzhen Cloud Computing ETF (517390) also declined by 0.64%, with a latest circulation of 279 million shares and a circulation scale of 478 million yuan [1] Group 2 - The China Communications Standards Association announced the authorization of the China Academy of Information and Communications Technology to conduct testing and verification of computing power interconnectivity capabilities based on industry standards [2] - The Computer ETF (159998) tracks the CSI Computer Theme Index, which includes stocks from companies involved in IT services, application software, system software, and computer hardware [2] - The Hong Kong-Shenzhen Cloud Computing ETF (517390) closely follows the CSI Hong Kong-Shenzhen Cloud Computing Industry Index, with major holdings including Tencent Holdings and Zhongke Shuguang [2] Group 3 - Huatai Securities projects a 15% year-on-year growth in net profit attributable to shareholders for the telecommunications sector in Q3 2025, with a 73% growth expected when excluding major operators and ZTE [3]

Group 1: Microsoft CEO Compensation - Microsoft CEO Satya Nadella's compensation for fiscal year 2025 has reached $96.5 million, marking the highest salary since he took the position over a decade ago [1][4] - The board attributed this increase to the company's significant advancements in the AI sector, describing the progress as "extraordinary" [2][3] - Nadella's salary includes a base salary of $2.5 million, with 90% of the compensation paid in Microsoft stock [5] Group 2: Tesla Q3 Financial Results - Tesla reported a record total revenue of $28.095 billion for Q3 2025, a 12% increase from $25.182 billion in the same period last year [7] - The net profit attributable to Tesla's common shareholders was $1.373 billion, a 37% decrease from $2.173 billion year-over-year [7] - Despite exceeding revenue expectations, the adjusted earnings per share fell short, leading to a more than 1% decline in Tesla's stock price in after-hours trading [8] Group 3: Google Quantum Computing Breakthrough - Google announced a significant breakthrough in quantum computing with its new algorithm "Quantum Echo," which completed tasks that traditional computers cannot, achieving speeds approximately 13,000 times faster than supercomputers [13][14] - This achievement marks the first time a quantum computer has successfully run a verifiable algorithm, paving the way for practical applications in fields like medicine and materials science [13][14] Group 4: Tencent's Mixed Reality Model - Tencent officially released and open-sourced version 1.1 of its Mixed Reality Model (WorldMirror), which now supports multi-view and video input, allowing for the creation of 3D worlds in seconds [14][15] - The new version addresses limitations of the previous version by enabling multi-modal prior injection and unified output for 3D reconstruction [15] Group 5: Netflix's AI Integration - Netflix has adopted a proactive approach to integrating AI, viewing it as a tool to enhance creator efficiency rather than replacing creativity [16][17] - The company has already utilized generative AI in various productions, including visual effects and pre-production design [17] Group 6: Google Cloud and Anthropic Negotiations - Google Cloud is reportedly in discussions with AI startup Anthropic for a potential multi-billion dollar deal to provide cloud services [19][20] - The negotiations are ongoing, and no agreements have been finalized yet [21] Group 7: Baidu's Autonomous Driving Service in Switzerland - Baidu's autonomous driving service "AmiGo" is set to launch in Switzerland in collaboration with PostBus, with initial fleet testing planned for December [22] - The service will allow passengers to book rides via a mobile app, accommodating up to four passengers [22] Group 8: Huawei HarmonyOS 6 Release - Huawei officially launched HarmonyOS 6, featuring enhanced connectivity and perception capabilities, with a 15% improvement in smoothness from the previous version [26][27] - The new OS includes over 80 smart application agents and upgraded privacy and security features [27] Group 9: Launch of Affordable Humanoid Robot - Songyan Power introduced the world's first high-performance humanoid robot priced under 10,000 yuan, named Bumi, which can walk, run, and dance [28][29] - The robot supports graphical programming and voice interaction, aimed at engaging children [29]

Core Insights - In October 2025, the National Press and Publication Administration approved a total of 159 domestic online games [1] Group 1: Approved Games - Notable approved games include Tencent's "Ba Huang Qi Lu," 37 Interactive Entertainment's "Survival for 33 Days," Zulong Entertainment's "Cloud Dream Westward," and Friendship Time's "Firefly Expedition" [1]

Core Insights - In October 2025, the National Press and Publication Administration approved a total of 159 domestic online games [1] Company Highlights - Tencent's game "Ba Huang Qi Lu" was among the approved titles [1] - 37 Interactive Entertainment's game "Survival for 33 Days" received approval [1] - Zulong Entertainment's "Cloud Dream West Journey" was also approved [1] - Friendship Time's game "Firefly Expedition" gained approval [1]