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谷歌发布图像生成模型纳米香蕉;白宫宣布持股英特尔;京东官宣进军团播
Guan Cha Zhe Wang· 2025-08-27 01:04
Group 1: Google - Google officially launched its advanced image generation and editing model Gemini 2.5 Flash Image, codenamed "nano banana" [1] - The model ranks first in the LMArena benchmark for AI image editing, featuring character consistency, precise natural language editing, and multi-image fusion capabilities [1] - Users can access the model through the Gemini App and API, with API pricing set at $30 per million output tokens, and the cost to generate a single image approximately $0.039 [1] Group 2: Alibaba Cloud - Alibaba Cloud's model service platform, Baolian, announced a price reduction for certain model context caching [2] - The new pricing structure charges 20% of the input token price for cached tokens, down from 40% [2] Group 3: Apple - Apple announced its annual fall product launch event scheduled for September 10, with expectations to unveil the new iPhone 17 series [4] - The event will also serve as a platform for Apple to showcase its latest advancements in AI technology [4] Group 4: Intel - The U.S. government announced an investment of $8.9 billion for a 9.9% stake in Intel, primarily funded by subsidies from the CHIPS Act [5] - This move marks a departure from the government's usual practice of only intervening in crises, raising concerns about potential impacts on corporate governance [5] Group 5: Cambricon - Cambricon reported a staggering 4347% year-on-year increase in revenue for the first half of the year, totaling 2.881 billion yuan [5] - The company achieved a net profit of 1.038 billion yuan, reversing a loss of 530 million yuan in the same period last year [5] Group 6: BYD - BYD announced its first export of electric vehicles from its Thailand factory to Europe, with over 900 units shipped to the UK, Germany, and Belgium [6] Group 7: Douyin - Douyin launched a minor protection mode for minors, which disables certain features like video recommendations and third-party interactions when activated by parents [3] Group 8: JD.com - JD.com announced its entry into group broadcasting, set to launch during the Qixi Festival on August 28, featuring well-known idol groups [8][9] Group 9: Xiaohongshu - Xiaohongshu is testing a new version of its app that positions e-commerce as a primary entry point, with a "market" option added to the main interface [10]
芯片加税100%之后?英特尔华裔CEO辞职了吗?苹果奉献了什么?
Sou Hu Cai Jing· 2025-08-26 15:26
特朗普为了让高科技转回美国,确实想出了不少招数,其中最为严厉的方法,就是给予所有进口美国的芯片产品和半导体产品加征100%的关税,很不幸 苹果公司要中招了,因为他们的产能遍布全球,这个措施让他们在美国国内销售的苹果手机、Pad和电脑要付出高额的关税,但是不仅仅如此关税措施, 特朗普还直接开始针对芯片企业喊话了。 特朗普宣布将对芯片和半导体征收100%的关税,全球性的大公司都做出了反应,包括英伟达等公司,不过苹果公司反应还是快,马上交出了投名状,将 在今年投资1,000亿美元到美国本土,4年时间内将投资达到6,000亿美元,特朗普表示高度的赞赏和欢迎。 那么打击的是哪些家公司?英伟达等等一些在海外或者全球设置开发基地和生产基地的高科技公司,就要受到这个政策的拖累了。他们的商品如果想销售 到美国,就必须要缴纳高达100%的关税。那么这些公司会按照特朗普的指挥棒,将产能全部移到美国本土吗?他们真的要把所有的风险都放到一个篮子 中吗? 特朗普公开喊话,让全世界震惊,他要求英特尔CEO辞职。华裔出身的英特尔ceo陈立武,完全可以指责特朗普种族歧视。虽然陈立武出生于马来西亚柔 佛州,并且毕业于新加坡南洋理工。但是他现在已 ...
宣布入股英特尔后,特朗普政府又盯上了洛克希德·马丁等军工企业
Guan Cha Zhe Wang· 2025-08-26 15:00
美国洛克希德·马丁公司的F-35战斗机装配厂 洛克希德·马丁公司 美国彭博社指出,洛克希德·马丁公司是美国主要的军事装备制造商,该公司去年净销售额的73%来自 美国政府。 在特朗普政府盯上军工企业之际,美国政府刚刚与芯片制造商英特尔达成了股份收购协议。8月22日, 特朗普在白宫宣布已与英特尔达成协议,通过向英特尔普通股投资89亿美元,收购了该公司9.9%的股 份,使美国政府成为其大股东。 【文/观察者网 陈思佳】在宣布入股美国芯片企业英特尔后,美国总统特朗普又盯上了军工巨头洛克希 德·马丁公司。据美国消费者新闻与商业频道(CNBC)8月26日报道,美国商务部长卢特尼克披露,特 朗普政府有兴趣收购军工企业的股权,正考虑是否要入股美国顶级国防承包商。 这89亿美元包括根据《芯片与科学法案》授予英特尔但尚未支付的57亿美元补贴,以及另一笔32亿美元 政府资助项目资金。 当被问及美国政府是否考虑与国防承包商达成股份收购协议时,卢特尼克告诉CNBC:"哦,关于国防 的讨论很激烈。"他特别点名洛克希德·马丁公司,称该公司大部分收入都依赖美国联邦政府的合同,并 形容该公司"基本上是美国政府的一个分支机构"。 "他们制造精良 ...
“美国版混改”登场!政府成英特尔大股东,特朗普还要建“国家队”
Mei Ri Jing Ji Xin Wen· 2025-08-26 14:18
"美国版混改"的序幕:用"兑现承诺"换股权 据英特尔公司8月22日公告,美国政府将以每股20.47美元的价格收购4.333亿股英特尔普通股,股权占比为 9.9%。这一收购单价较公告当日英特尔24.80美元的收盘价折价近17%。加上此前英特尔已获得的22亿美元 补贴,美国政府对英特尔的总投资额高达111亿美元。交易完成后,美国政府将成为英特尔最大股东。 每日经济新闻消息,89亿美元,占股9.9%!8月22日,美国政府宣布将成为芯片巨头英特尔的最大股东。 这不是一般的企业纾困,更不是简单的财政拨款。在特朗普政府的一手操办下,这笔交易颠覆了美国政府 与私营企业的传统关系,让《芯片与科学法案》下的补贴变成了国家层面的直接股权投资。 这一"美国版混改"举措被外界解读为美国打造主权财富基金的开端,并可能就此开启一个由国家资本主导 产业走向的时代。 英特尔总部大楼。 图片来源:每经记者 郑雨航 摄 除此之外,美国政府还将获得一份为期五年的认股权证。如果英特尔对其芯片代工厂的股权降至51%以 下,美国政府有权以每股20美元的价格额外认购英特尔5%的股权。 要理解这笔交易的本质,需要了解它的资金来源。 根据英特尔发布的声明,美 ...
美股异动|英特尔跌1.3% 警告称美国政府持股或损害其国际销售
Ge Long Hui· 2025-08-26 14:00
英特尔(INTC)跌1.3%,报24.23美元。消息面上,英特尔警告,美国政府持有公司10%的股份可能会给 其业务带来风险,不仅可能损害其国际销售,还会限制其获得未来政府补贴的能力。(格隆汇) ...
美商务部长卢特尼克:此前授予英特尔的拨款并未提出任何要求
Ge Long Hui A P P· 2025-08-26 12:26
格隆汇8月26日|美国商务部长卢特尼克表示,此前授予英特尔(INTC.US)的拨款并未提出任何要求。 (就英特尔交易)我们一致认为必须确保对我们公平。芯片法案被执行不当。卢特尼克批评"给企业送 钱"。 ...
视频丨美政府收购英特尔股份 特朗普:不丢人 这是生意
Huan Qiu Wang· 2025-08-26 11:47
Core Points - The U.S. government will invest $8.9 billion in Intel, acquiring a 9.9% stake in the company, making it a major shareholder [1] - The investment is funded by $5.7 billion in subsidies from the CHIPS and Science Act and an additional $3.2 billion from government-funded projects [1] - The government’s stake in Intel will be passive, without board seats, governance rights, or information rights, and it will align with the company's board on shareholder matters, except in rare cases [1] Group 1 - The investment by the U.S. government is viewed positively by President Trump, who claims it will generate significant revenue for the country [1] - Trump mentioned that he would consider similar opportunities in the future, despite criticism from some quarters [1] - The agreement highlights the government's increasing involvement in the semiconductor industry, particularly in supporting domestic manufacturing [1]
三大期指齐跌,中概股多数走高;特朗普称美政府收英特尔股份不丢人;电动车在美销量激增,特斯拉考虑提价【美股盘前】
Mei Ri Jing Ji Xin Wen· 2025-08-26 11:22
每经记者|郑雨航 每经编辑|何小桃 兰素英 ① 【三大期指齐跌】道指期货跌0.14%、标普500指数期货跌0.10%、纳指期货跌0.11%。 ⑥ 【马斯克起诉苹果与OpenAI】当地时间8月25日,埃隆·马斯克旗下两家公司对苹果和OpenAI提起诉讼,指控二者实施了"反竞争行为",旨在打压人工 智能(AI)领域的竞争对手。这起诉讼由马斯克旗下的AI初创公司xAI和社交媒体平台X提起,已在美国得克萨斯州北区联邦地区法院立案。 ⑦ 【币圈知名基金Pantera正筹备收购一家美股上市公司】据外媒,知名加密基金Pantera Capital正在筹备一项雄心勃勃的计划:募资最多12.5亿美元,收 购一家纳斯达克上市公司并将其转型为专门投资Solana的财库公司。 ⑧ 【特朗普称美政府收英特尔股份不丢人】据CCTV国际时讯,当地时间8月25日,特朗普在白宫回答记者提问时称,英特尔公司将大约10%的股份给美 国政府"对公司来说是好事",而自己"一下子就为美国赚了上百亿美元",如果以后再有这样的机会,他"还会这么做"。特朗普称,虽然有些人说"这么做 可耻","但这不丢人,这叫生意"。截至发稿,英特尔股价跌0.49%。 ⑨ 【 ...
美政府收购英特尔股份 特朗普:不丢人 这是生意
Yang Shi Xin Wen· 2025-08-26 07:58
Core Points - The U.S. government will invest $8.9 billion in Intel, acquiring a 9.9% stake in the company, making it a major shareholder [2] - The investment is funded by $5.7 billion in subsidies from the CHIPS and Science Act and an additional $3.2 billion from government-funded projects [2] - Trump's comments suggest that such investments are beneficial for the U.S. economy, despite criticism from some quarters [2] Investment Details - The U.S. government's stake in Intel will be a passive investment, meaning it will not have board seats, governance rights, or information rights [2] - The government has agreed to align with the company's board on matters requiring shareholder approval, with few exceptions [2]
英特尔称特朗普持股将给公司带来风险
Xin Lang Cai Jing· 2025-08-26 07:57
Group 1 - The core point of the article is that Intel has warned that the agreement with the Trump administration to acquire 9.9% of its shares may have negative effects on investors, employees, and other stakeholders [1] - Intel stated that the agreement could lead to the U.S. Department of Commerce acquiring up to 433.3 million shares, which would dilute the equity of existing shareholders [1] - The potential impact of Trump's shareholding may affect Intel's sales in overseas markets, as 76% of Intel's revenue came from outside the U.S. in the last fiscal year [2]