IT之家 9 月 6 日消息，路透社昨日（9 月 5 日）报道，2 名作家向加州北区联邦法院提起集体诉讼，指控苹果公司非法使用盗版数据集 Books3 训练其 AI 模型（包括 OpenELM 和基础语言模型）。 IT之家援引博文介绍，格雷迪・亨德里克斯（Grady Hendrix）和詹妮弗・罗伯逊（Jennifer Robertson）两名作家在诉状中指出，苹果使用盗版 数据集 Books3，来训练其开源模型 OpenELM 及基础语言模型，该数据集包含大量受版权保护的盗版书籍。 原告提出六项核心诉求：包括申请集体诉讼资格、要求经济赔偿（含补偿性赔偿与不当得利返还）、永久禁止苹果继续侵权行为，以及依据 《美国法典》第 17 卷第 503 条销毁所有涉及侵权作品的 AI 模型与训练集，同时主张由苹果承担诉讼成本及律师费用，为版权方提供全面法律 保护。 此案发生于 AI 训练版权争议的关键时期： Anthropic 刚以 15 亿美元达成类似案件和解，而 Meta 则在近期诉讼中因"合理使用"抗辩胜诉。争议 核心在于"合理使用"原则的适用边界，作家群体坚持认为未经许可的使用构成侵权。 ...

Core Viewpoint - The article discusses the potential launch of eSIM technology in the Chinese market, particularly with the upcoming iPhone 17 series, indicating a shift towards a SIM-free future for Apple devices in China [3][10]. Group 1: eSIM Development in China - China Unicom has shown the most proactive approach among the three major telecom operators in China regarding eSIM technology, having launched various eSIM services since 2017 [6]. - The Ministry of Industry and Information Technology (MIIT) has provided policy support for the development of eSIM technology, approving trials for wearable devices and IoT applications [6]. - After a two-year suspension, the three major operators are planning to fully restart eSIM services by the second half of 2025, with indications that mobile eSIM functionality may soon be available [8]. Group 2: Apple and eSIM Technology - Apple has been pushing for the evolution of SIM card technology since it applied for eSIM patents in 2011, and has progressively integrated eSIM into its devices, starting with the iPhone XS in 2018 [3]. - The iPhone 17 series is expected to be the first to launch eSIM technology in the Chinese market, with the iPhone 17 Air model likely to be the first to support it, while other models may retain physical SIM card slots [10]. - China Unicom has released a white paper on eSIM technology specifications, confirming that eSIM services will be officially launched soon [11]. Group 3: Market Implications - The introduction of eSIM technology in the iPhone 17 series could signify a broader trend towards eSIM adoption in the Chinese smartphone market, with other brands like Huawei and OPPO also planning to release eSIM-compatible devices [10]. - The current lack of notifications from other operators regarding eSIM support suggests that collaboration with Apple will be essential for the successful rollout of eSIM services [10].

Group 1 - The event hosted by the White House gathered top CEOs from major tech companies, signaling a significant shift in U.S. industrial policy and trade strategy regarding AI and semiconductor industries [1] - President Trump reiterated the upcoming policy of imposing substantial tariffs on chips from specific countries, introducing a "investment for exemption" clause for companies making large investments in the U.S. [3] - The policy aims to reshape the global semiconductor industry through trade measures, although it raises concerns about potential price increases and disruptions in the existing supply chain [5] Group 2 - The guest list for the dinner represented a comprehensive lineup of the U.S. AI and semiconductor industry, covering the entire supply chain from hardware manufacturing to software development [6] - The Trump administration's strategy is to consolidate U.S. leadership in critical technology sectors while directing international capital towards domestic investments [6]

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Core Viewpoint - The article discusses the recent adjustments to the U.S. tariff policy, particularly focusing on the implications for semiconductor tariffs and trade agreements with foreign partners [1][2][5]. Group 1: Tariff Adjustments - On September 5, President Trump signed an executive order to adjust the scope of import tariffs and implement trade and security framework agreements with foreign partners [2][3]. - The executive order allows for the adjustment of tariffs based on agreements with foreign trade partners, including the potential reduction of "reciprocal tariffs" to zero for certain products [3][4]. - Products eligible for zero "reciprocal tariffs" include those that cannot be produced in the U.S. or are insufficient to meet domestic demand, specific agricultural products, aircraft and parts, and non-patented pharmaceuticals [3]. Group 2: Semiconductor Tariffs - Trump indicated that a "fairly substantial" semiconductor tariff is forthcoming, although specific details were not disclosed [7]. - He emphasized that companies like Apple, which manufacture in the U.S., may be exempt from these tariffs, suggesting a strategic approach to encourage domestic production [7][8]. - The potential for a 100% tariff on semiconductor products was previously mentioned, with exemptions for companies committed to U.S. manufacturing [8]. Group 3: Trade Agreements with Japan - A trade agreement with Japan has been formalized, reducing tariffs on Japanese automobiles and parts from 25% to 15% [6]. - The agreement includes a baseline tariff of 15% on nearly all Japanese goods entering the U.S., with differentiated treatment for specific sectors such as automotive and aerospace products [6]. - Japan is expected to increase its procurement of U.S. agricultural products significantly, including a 75% increase in U.S. rice purchases and an annual total of $8 billion in various U.S. agricultural products [6].

Core Insights - The upcoming Apple fall product launch is generating significant excitement, with expectations for the iPhone 17 series to feature groundbreaking upgrades such as ultra-thin design, AI-native interaction, and widespread eSIM adoption [1][3] Market Reactions - Following Apple's announcement of the September 9 event, the A-share Apple supply chain has seen a strong performance, with companies like Hon Hai Precision (Foxconn), Kesen Technology, and Lens Technology experiencing notable stock price increases [4] - The "three giants" of the supply chain—Lens Technology, GoerTek, and Luxshare Precision—are in the spotlight, with Luxshare Precision expected to assemble 45% of the iPhone 17 series, surpassing Foxconn [4][5] Financial Performance - Luxshare Precision's revenue is projected to grow from 92.5 billion yuan in 2020 to 268.8 billion yuan by 2024, with a reported revenue of 124.5 billion yuan in the first half of this year, marking a 20.18% year-on-year increase [4] - The company's net profit reached 6.644 billion yuan, up 23.13% year-on-year, and its stock price has risen significantly since April, reaching 44.39 yuan per share as of September 4, with a total market capitalization of 321.9 billion yuan [4] Industry Trends - Analysts predict a "replacement wave" driven by Apple's new product cycle, with expectations for a significant increase in global smartphone shipments, projected to grow by 7% year-on-year to 1.22 billion units in 2024 [6] - The upcoming iPhone 17 series is expected to include four new models, featuring high refresh rate screens and upgraded chips and cameras, indicating a shift towards AI integration and lightweight design [6] Labor Market Dynamics - The supply chain is experiencing a surge in hiring, particularly at Foxconn, as the production ramp-up for new devices approaches, with hourly wages reported to be higher than those at comparable factories [7] - Foxconn is offering additional pay incentives for workers, reflecting the increased demand for labor in anticipation of the new product launch [7] Conclusion - The convergence of capital market enthusiasm, consumer electronics upgrade expectations, and increased factory activity indicates a robust pre-launch environment for Apple's upcoming products, which will be tested at the fall event [8]

Group 1 - The average monthly salary in the banking industry reached 30,200 yuan in the first half of the year, a slight increase of 1,300 yuan year-on-year [4] - 24 banks reported an average monthly salary exceeding 30,000 yuan, with approximately 2.6 million employees' compensation data revealed [4] - There is a trend of salary reform in banks, focusing on optimizing the distribution structure by increasing compensation for grassroots employees and reducing management salaries [4] Group 2 - The total compensation for management in 33 A-share listed banks decreased year-on-year, with the highest reduction reaching 82.4% [4] - The "reverse salary negotiation" mechanism is being implemented, indicating a shift in how banks manage compensation [4]

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部件年度贡献奖 申报第十届铃轩奖 主 流 车 企 研 发 采 购 专 家 评 选 年 度 零 部 件 让 优 秀 被 发 扫码报名 扫码咨询 推 依据惯例，特朗普请了媒体在场。 餐桌是长条形，和中国国宴的圆桌不同。 座位的排序是特朗普和夫人梅拉尼娅·特朗普（Melania Trump）面对镜头坐在长条桌一侧的中间， 他 右侧是Meta首席执行官马克·扎克伯格，特朗普 对面是Alphabet即谷歌母公司联合创始人谢尔盖·布林（Sergey Brin）和他的女友Gerelyn Gilbert-Soto。 作者 / 张霖郁 编辑 / 黄大路 设计 / 张 萌 来源 / Wall Street Journal , Los Angeles Times, Business Insider 华盛顿的9月带着初秋的凉意，但当地时间4日这晚，白宫的国宴厅却弥漫着一种热度。 特朗普（Donald Trump）在这里与全美乃至全球最具影响力的科技巨头共进晚餐，人数超过二十人。 这场晚宴原计划在新翻修的玫瑰园露台举行，却因一场突如其来的大雨不得不移到室内。 吊灯高悬，白色长桌铺陈，每个人面前还放置了麦克风。 苹果首席执行官蒂姆·库克 ...

Group 1 - September is historically a challenging month for the market, where bad news is detrimental and good news is short-lived [2] - Casey's General Stores is expected to report quarterly results, and the company is viewed positively due to its retail concept and strong position in smaller U.S. towns [2] - Apple is anticipated to unveil the iPhone 17, which could significantly impact the market [2] - Oracle's stock has improved as the company shifted focus to data centers, but profit-taking may occur even with solid earnings [2] - AeroVironment is expected to perform well due to increased U.S. defense spending, although profit-taking could also happen [2] - GameStop's upcoming results are viewed with skepticism, indicating a lack of optimism [2] Group 2 - The Labor Department will release the Producer Price Index and Consumer Price Index, with Wall Street hoping for data that may lead to aggressive interest rate cuts by the Federal Reserve [3] - Kroger's quarterly results are anticipated positively due to its ability to maintain steady prices, while Adobe faces concerns over competition in the AI sector [4] - Tariff news regarding semiconductor imports is expected, which has been a concern for Wall Street [5]