本文转载自界面新闻 值班编辑 | 宝珠 视觉 | 顾芗 据第一财经报道，3月24日凌晨，猎豹移动董事长傅盛发文向360集团创始人周鸿祎致歉，称前几日喝了 点酒，想给老周打电话叙旧，结果对方没接，且挂掉几次后删了好友，一时冲动，就在微信群里发布周 鸿祎"欠钱不还、拉黑好友"的相关言论。 傅盛称，为那晚的冲动和言语过激向老周道歉。 此前，社交媒体流传的截图显示，3月20日深夜，傅盛在多个微信群"开撕"周鸿祎。傅盛在微信群中情绪 激动地指责周鸿祎，非但"欠钱不还"，还删了自己好友。当群友试图和解时，傅盛则表示"你被人黑了几 个亿被人骗还钱，最后还被删，再这么不以为然，我就觉得你牛逼。" 随后，傅盛进一步爆料称，"有个xx良心发现说还你至少一个亿，让你停止香港的官司，你同意了，然 后等自己A股上市后再怎么问都不回答，你觉得是谁的问题。" 事情发生后，据澎湃新闻报道，360集团回应称，"我们更关注把产品做好，让每个人都能用上安全便捷 的360安全龙虾。企业家打造个人影响力，归根结底还是要靠产品和用户价值，而不是依赖情绪表达或 话题炒作。对于谣言和失实信息，360集团已启动证据保全，并将通过法律途径依法处理。" 公开信息 ...

Investment Rating - The report maintains a "Recommended" rating for the computer industry [1] Core Insights - The demand for AI inference is continuously growing, driven by a significant increase in tokens usage, with a reported increase from 1.62 trillion tokens in March 2025 to 18 trillion tokens in March 2026, representing a growth of approximately 1011% [6][11] - Cloud service providers are raising prices for AI computing products due to rising hardware costs and increased demand for AI services, with price hikes ranging from 5% to 34% for various services [8][33] - The report highlights that the expansion of AI capabilities is expected to lead to a substantial increase in the number of active agents and token consumption, with annual token consumption projected to grow from 0.0005 PetaTokens in 2025 to 152,667 PetaTokens by 2030, reflecting a compound annual growth rate of 3418% [9][38] Summary by Sections Recent Trends - The computer industry has shown a relative performance decline of -10.1% over the past month, while the Shanghai Composite Index has remained stable [5] Price Adjustments - Major cloud providers like Alibaba Cloud and Baidu Cloud are increasing prices for AI computing services due to rising hardware procurement costs, with specific increases of up to 34% for Alibaba's AI computing services and 30% for Baidu's [8][27] Token Consumption Growth - The report indicates a significant rise in token consumption, with OpenClaw being a major contributor, achieving a monthly token call volume of 13.4 trillion as of March 2026 [17] - The share of domestic models in token consumption is increasing, with domestic models accounting for approximately 53.4% of the top models' total token calls as of March 2026 [14] Future Outlook - The report anticipates that the demand for AI computing and tokens will continue to rise, benefiting cloud service providers and related upstream and downstream companies [10][44] - The ongoing increase in hardware costs and the demand for AI services suggest that price adjustments in the cloud computing sector may persist [9][33]

【日媒：中 国车 企全球销量 20 多年来首次超日本居榜首】 据《日本经济新闻》网站 3 月 21 日报 道，日本汽车制造商 2025 年全球累计汽车销量小幅下降至约 2500 万辆，自 2000 年以来首次跌 落榜首。中国车企去年全球累计销量为近 2700 万辆，超越日本首次跃居世界第一。据报道，比亚迪 2025 年销量超越福特，位居全球第六；吉利汽车的销量超越本田，位列第八。在纯电动汽车方面， 比亚迪超越美国电动汽车品牌特斯拉跃居全球首位。在全球销量前 20 名的汽车制造商排行榜中，中 国共有 6 家车企上榜，超过日本的 5 家。奇瑞、长安、上汽、长城榜上有名。（新华社） 【曝腾讯云 AI 业务调整，吴运声辖下产品三部划归 CTO 王慧星】 据媒体报道，腾讯云近期决定将 腾讯云产品三部从腾讯云副总裁、腾讯云智能和优图实验室负责人吴运声辖下划归由腾讯副总裁、腾 讯云 CTO 王慧星负责。此外，不少算力训练平台相关业务和人员也计划陆续转去 IaaS 团队。资料 显示，吴运声于 2007 年加入腾讯，先后负责 QQ 影音、 QQ 旋风、 QQ 浏览器、天天 P 图等产 品。 2012 年，吴运声从零开始，一手组 ...

DeepSeek 核心人才入职百度，但不是郭达雅 3 月 21 日下午，AI 圈传出一则人事动态消息，社交媒体上有人称，DeepSeek 核心技术人员已正式 加盟百度，岗位归属百度模型研发部（AMU）。该消息一经流出，迅速引发行业关注与猜测。 消息发酵初期，坊间普遍猜测此次入职百度的 DeepSeek 核心人员，是大模型 AI coding 领域的知名 专家郭达雅。据悉，郭达雅为中山大学与微软亚洲研究院（MSRA）联合培养博士，深耕代码生成与 数学推理大模型领域，曾主导 DeepSeek-Coder、DeepSeekMath 等核心项目，是 DeepSeek 的核 心骨干之一，其近期确有从 DeepSeek 离职的消息传出。 摘要：DeepSeek 核心人才入职百度，但不是郭达雅；腾讯 AI Lab 撤销，部分人员并入混元；宇树某 程序员发帖称：宇树对外标榜弹性双休，内部却是另一套规则，非常卷；网易回应"AI 清退外包"传 闻：系部分项目正常调整与人员优化；男子因造谣"科大讯飞裁员 30%"被拘；傅盛朋友圈开撕周鸿 祎：你欠一个亿未还，还删我；Cursor 新模型被指套壳 Kimi K2.5，联创回应：确实是 ...

Group 1 - The core viewpoint of the article revolves around a public dispute between two prominent figures in the tech industry, highlighting the importance of product quality and user value over emotional expressions and sensationalism [1][3] - 360 Group has responded to the controversy by emphasizing their focus on product development and ensuring that users have access to safe and convenient services, specifically mentioning their product "360 Safe Lobster" [3] - The company has initiated evidence preservation measures and plans to pursue legal action against rumors and false information, indicating a proactive approach to managing public relations and protecting its reputation [3]

Group 1 - The core viewpoint of the article highlights significant developments in various companies and industries, including IPO applications, acquisitions, and strategic shifts towards AI and automation [3][4][12][18]. Group 2 - YuTree Technology's IPO application has been accepted by the Shanghai Stock Exchange, aiming to raise 4.202 billion yuan, with projected revenues of 1.708 billion yuan in 2025, a 335.36% increase year-on-year, and a net profit of 600 million yuan, up 674.29% [3]. - ByteDance has agreed to sell Moonton Technology for over 6 billion USD, signaling a strategic focus on AI, as the company has made significant investments in this area [3]. - Tesla is reportedly seeking to procure 2.9 billion USD worth of photovoltaic manufacturing equipment from Chinese suppliers to meet its solar manufacturing goals in the U.S. [4]. - The international oil price surge is expected to impact the textile industry, particularly synthetic fibers like polyester, which have seen price increases from 7,000 yuan/ton to 9,600 yuan/ton [5]. - Xiaopeng Motors forecasts a total revenue of 76.72 billion yuan in 2025, representing an 87.7% increase, with a projected vehicle delivery of 429,400 units, a 125.9% increase from 2024 [5]. - The AI digital artist initiative has raised questions about potential copyright infringement, focusing on whether the public can recognize the likeness of real celebrities [20][21]. - The China Passenger Car Association predicts that retail sales of narrow passenger vehicles in March will reach approximately 1.7 million units, with new energy vehicles expected to account for around 900,000 units [23].

3月20日，社交媒体流传的截图显示，当天凌晨，猎豹移动董事长兼CEO傅盛在微信聊天群 里"开撕"360创始人周鸿祎，指责周鸿祎"欠钱不还，并遭拉黑"，涉及金额达1亿元。 3月20日，360集团回应称，"我们更关注把产品做好，让每个人都能用上安全便捷的360安全 龙虾。企业家打造个人影响力，归根结底还是要靠产品和用户价值，而不是依赖情绪表达或话 题炒作。对于谣言和失实信息，360集团已启动证据保全，并将通过法律途径依法处理。" 傅盛方面暂未对该事件进行回应。 综合自澎湃新闻、九派新闻 微信统筹丨刘雪莹 编辑丨曾静娇 吴清三场座谈会定调"十五五" 千亿锂矿巨头触及涨停 金饰克价两天跌约100元 SFC 21君荐读 ...

3月20日凌晨，猎豹移动董事长傅盛在微信群中公开发言，点名360创始人周鸿祎，称其"欠钱不还、 拉黑好友"，涉及金额达1亿元。 记者｜吕倩 编辑 ｜瑜见 对此，360公司方面向第一财经回应称：公司更关注把产品做好，让每个人都能用上安全便捷的360安 全龙虾。企业家打造个人影响力，归根结底还是要靠产品和用户价值，而不是依赖情绪表达或话题炒 作。对于谣言和失实信息，360集团已启动证据保全，并将通过法律途径依法处理。 傅盛方面暂未对该事件进行回应。 ...

Key Points - Xiaomi's CEO Lei Jun announced the discontinuation of the first-generation SU7 to avoid undermining existing customers, despite the impact on initial sales [4] - The new generation SU7 features significant upgrades in safety, power, and chassis, including a 10% increase in strength of the embedded roll cage and a maximum power output of 690 horsepower [5] - Huawei faced a large-scale account suspension issue affecting adult players, attributed to a potential error in their account verification system, raising concerns about user experience [10] - AI companies are increasingly hiring liberal arts graduates, with salaries for positions like AI trainers and ethical researchers reaching up to 30,000 yuan per month, indicating a shift in job market demand [12][13] - 360 Group's founder announced a nationwide installation plan for their AI product, following a security incident that raised concerns about user data safety [15] - Horizon Robotics is reportedly facing leadership changes with the departure of its chip development head, which could impact its competitive position in the market [17] - Alibaba is implementing an internal plan to provide employees with token allowances to encourage the use of AI tools in their work [20] - Dell announced a significant layoff plan affecting 11,000 employees, reflecting ongoing trends in the tech industry to reduce costs and optimize operations [37][38] - The global automotive industry has suffered over $35.4 billion in losses due to U.S. tariffs, with Toyota being the most affected company, facing an estimated cost of $9.1 billion [40][41]

Group 1 - The article highlights a breakthrough in AI research by a team led by a 17-year-old student, which has garnered attention from tech leaders including Elon Musk. The new architecture, "Attention Residuals," significantly improves training efficiency for large models [2] - Ant Group's chairman, Jing Xiandong, donated 130 million yuan to Shanghai Jiao Tong University to support the "AI Future Foundation" [4] - Xiaomi's founder, Lei Jun, addressed the impact of the early discontinuation of the first-generation SU7 model on sales, while also announcing a brand ambassador for Xiaomi Auto [6] Group 2 - Didi's AI ride-hailing assistant, Xiao Di, has launched its v1.0 version, supporting over 90 service tags and enhancing user experience in complex travel scenarios [10] - ByteDance's planned launch of its AI glasses has been delayed, with insiders indicating that the first-generation product is unlikely to be released due to a lack of market differentiation [12] - Tencent Music reported a total revenue of 32.9 billion yuan for the year, with a 15.8% year-on-year growth, and announced a cash dividend of approximately 368 million USD [13] Group 3 - OpenAI is preparing for an IPO, potentially by the end of this year, focusing on enterprise-level business [18] - Nvidia's CEO, Jensen Huang, discussed collaborations with Chinese automakers, emphasizing the unified architecture for sensors and computing platforms [12] - Audi's global CEO denied rumors of a merger between its two Chinese joint ventures, stating that the current partnership model is beneficial [19]