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段永平,他还没有彻底“看懂”汽车
汽车商业评论· 2025-12-16 23:06
Core Viewpoint - The electric vehicle (EV) industry is facing significant challenges, with many companies struggling to achieve profitability, as highlighted by the statement from Duan Yongping, a prominent investor in China [4][10]. Group 1: Industry Challenges - Duan Yongping emphasizes that while the automotive industry has value, it is difficult to turn it into a "good business" due to intense competition and product homogenization [6][14]. - The automotive sector has historically experienced a high level of product similarity, which has led to fierce competition and a lack of unique selling propositions [14][18]. - The transition from traditional fuel vehicles to electric vehicles may exacerbate these challenges, as the EV market is predicted to become increasingly homogeneous [15][18]. Group 2: Business Model Insights - A strong business model requires differentiation, which is currently lacking in the automotive industry, making it hard for companies to establish a competitive moat [12][14]. - Duan Yongping argues that the automotive industry is at risk of falling into a price war, which can undermine long-term profitability and innovation [20][21]. - Companies need to focus on creating unique value propositions rather than competing solely on price, as this can lead to a race to the bottom [20][21]. Group 3: Strategic Recommendations - To transform the automotive business into a sustainable venture, companies should concentrate their efforts and resources rather than diversifying too broadly [22][24]. - The single product model, exemplified by companies like Apple, allows for focused resource allocation and can lead to superior product quality and customer loyalty [26][29]. - Companies should explore the potential of electric vehicles as platforms for additional services, leveraging the time consumers spend in their vehicles to create new revenue streams [32][36]. Group 4: Future Outlook - The future of the automotive industry may hinge on the ability to innovate beyond traditional vehicle sales, potentially integrating software and services that enhance user experience [32][36]. - Duan Yongping's evolving views on electric vehicles and autonomous driving reflect a broader trend of adapting to new market realities and consumer behaviors [37][39].
Apple Arcade: From concept to catalog | Meet with Apple
Apple Developer· 2025-12-16 22:46
Hello everybody. So my name is Adrianna Lewis and I am part of the content strategy and acquisition team here at Apple Arcade. So many of you have likely heard of arcade or even have active games here on the service, but if you don't today, I have the great privilege to share with you all what arcade is all about.So the goal of arcade has always been to create the next generation arcade by offering fun, safe and unforgettable gaming experiences. But before I dive in, here's a short video showing a compilati ...
原油,崩了
Zhong Guo Ji Jin Bao· 2025-12-16 22:36
科技股普遍下跌。 | ▽ 筛选 | | 最新价 = | 涨跌幅 = □ | | --- | --- | --- | --- | | 安谋 | | 119.15 | -4.20% | | US ARM | | | | | Applovin Corporation | | 660.55 | -2.16% | | US APP | | | | | 美光科技 | | 233.70 | -1.60% | | us MU | | | | | 高遵 | | 176.60 | -1.48% | | us QCOM | | | | | 台积电 | | 285.04 | -0.94% | | us TSM | | | | | 阿斯麦 | | 1077.86 | -0.92% | | US ASML | | | | | 英特尔 | | 37.32 | -0.51% | | US INTC | | | | | 博通 | | 338.20 | -0.48% | | US AVGO | | | | | 赛富时 | | 253.58 | -0.39% | | us CRM | | | | | 苹果 | W | 273.73 | -0.14 ...
Amazon's stock has room to run, says Pence Capital's Dryden Pence
CNBC Television· 2025-12-16 20:50
Uh, let's talk about Amazon. Not had a great year. No.All right. Now, they seem to be taking over the world and everything else. What do we make of the stock.>> Well, I think the stock's got got room to run here. And the reason why, one, it's lagged behind most of the rest of the Mag 7. But we're going in the holiday season.Four out of every $10 that's going to be spent online are going to go through an Amazon platform. They're absolutely dominant in that space. And so, I we think that it's only an increasi ...
Big Tech Stocks Look Downright Dangerous Here. How I’m Positioning Right Now.
Yahoo Finance· 2025-12-16 19:03
Just like there’s an app for everything, there’s an ETF for every market need. And that’s very good news for investors who, like me, see big technology stocks as three things right now: Iconic, and deservedly so Highly appreciated as a group, though some more than others Very vulnerable to a correction, or worse My old adage is that “any stock can go up in value at any time, for any reason. The difference between one stock and another, or one ETF and another, is the degree to which big-loss poten ...
Apple App Store Fees Face Pressure From EU Developers
PYMNTS.com· 2025-12-16 18:48
A collection of app developers and consumer groups want Europe to enforce laws against Apple.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The Coalition of App Fairness (CAF) on Monday (Dec. 15) issued an open le ...
How Apple Stock Can Plummet 30%
Forbes· 2025-12-16 18:25
Apple (AAPL) has faced difficulties in the past. In 2018, its stock dropped over 30% in less than 2 months, erasing billions in market capitalization, and negating substantial gains in a single downturn. If past performance is any indication, AAPL stock is not shielded from abrupt, significant declines.CUPERTINO, CALIFORNIA - SEPTEMBER 09: New Apple iPhone 17 Pros are displayed during an Apple special event at Apple headquarters on September 9, 2025 in Cupertino, California. Apple unveiled a new generation ...
15家深圳企业上榜全球1000强
Shen Zhen Shang Bao· 2025-12-16 17:01
深圳商报驻穗记者 张莹 胡润研究院12月16日在深圳福田发布《2025胡润全球高质量企业TOP1000》榜单(以下简称《榜 单》),意在提供了解世界经济走势的窗口。 | | | 上榜全球 TOP1000 深圳企业 | | | | | --- | --- | --- | --- | --- | --- | | 排名 | 公司 | 份值 《亿元人民币〕 | 主要行业 | 黄事长 | 中国总部 | | 15 | 脸讯控股 | 53300 | 互联网服务 | 马化脸 | 广东深圳 | | 126 | 招商银行 | 11200 | 银行 | 型电影 | 厂 东深圳 | | 139 | 中国平安保险 | 10500 | 保障 | 르 | 广东深圳 | | 173 | 上周边道 | 8700 | 汽车、手机部件及组装 | 王传撮 | 厂 东深圳 | | 177 | 华为 | 8500 | 智能手机、电信解决方案 | ई संत | 厂 张深圳 | | 578 | 采圳地铁 | 3100 | 公路铁路运输 | 辛花 | 广东深圳 | | 713 | 迈瑞医疗 | 2550 | 医疗健康 | 空西娃 | 厂 东深圳 | | 7 ...
腾讯研究院AI速递 20251217
腾讯研究院· 2025-12-16 16:32
生成式AI 一、苹果首款AI服务器芯片曝光!2027年落地,主攻推理 1. 苹果正开发首款代号"Baltra"的AI服务器芯片,与博通合作开发网络技术,采用台积电3nm工艺,预计2027年部 署; 2. 苹果已放弃自建大模型转而每年支付约10亿美元使用谷歌定制的1.2万亿参数Gemini模型,Baltra主要用于满足庞 大的AI推理需求; 3. 芯片架构将注重时延与吞吐量优化,采用INT8等低精度运算,可能采用64颗芯片互连配合大容量LPDDR内存的方 案。 https://mp.weixin.qq.com/s/7AD8gV0-pWW2tGPNFiyNZQ 二、英伟达推出 Nemotron 3 系列开源模型,推理效率升4倍 1. 英伟达推出Nemotron 3系列开放模型,包含Nano、Super和Ultra三种规模,采用突破性异构混合专家架构; 2. Nemotron 3 Nano吞吐量比上一代高4倍,在大规模多智能体系统中实现领先的每秒生成token数,推理效率显著 提升; 3. 模型通过先进强化学习技术和大规模并行多环境后训练实现卓越准确率,并提供完整的训练数据集和强化学习库。 https://mp.w ...
苹果计划扩大智能手机产品线。(The Information)
Hua Er Jie Jian Wen· 2025-12-16 16:10
市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资,责任自负。 苹果计划扩大智能手机产品线。(The Information) 风险提示及免责条款 ...