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浪人早报 | 华为Mate70Air曝光、王自如入职雷鸟创新、曝百度副总裁谢广军接管新部门…
Xin Lang Ke Ji· 2025-10-22 03:36
在苹果发布iPhone Air之后,有不少国产厂商开始准备跟进,其中也包括华为。据博主数码闲聊透露, 华为Mate 70 Air即将登场,型号SUP-AL90,支持66W有线充,有曜金黑/羽衣白/金丝银锦。 王自如入职雷鸟创新 雷鸟创新发文官宣了王自如入职雷鸟的消息。雷鸟表示:近日,雷鸟迎来一位特别的「新同事 」王自 如AI,据说他已正式入职,还与创始人面对面深聊许久。 曝百度副总裁谢广军接管新部门 有爆料称,百度进行了人事调整,ACG副总裁谢广军接管业务能效部门。 今年3月,谢广军女儿被曝参与了"开盒素人"事件,引发大量争议。当时谢广军曾发朋友圈致歉。随 后,百度方面回应称,经过调查,开盒信息来自海外的社工库,一个通过非法手段收集个人隐私信息的 数据库。相关调查过程已取证,并得到公证机关公证。网上流传的"当事人承认家长给她数据库" 的截 图,内容为不实信息。此外,事件期间,社交媒体出现了大量文案高度雷同的造谣内容。针对相关网络 谣言,公司已向公安机关报案。 华为Mate70Air曝光 iPhoneAir国行发售 当地时间10月21日,美国证交会(SEC)文件显示,微软董事长兼首席执行官萨提亚·纳德拉(Sat ...
2025互联网大厂职级与薪资对照表,你的身价在哪一档?
菜鸟教程· 2025-10-22 03:30
在互联网行业,职级往往比职位更能体现个人价值。 13级:23-24 万 14级:32-40 万 同样是高级工程师,在阿里是 P6,在字节是 2-1,在百度可能是 T5。 不同公司的体系不一样,薪资差距也相当明显。 以下是整理自多家大厂的 2025 年最新职级与薪资对应情况。 | く €2 阿里 > | < 美团 > | < < < 华为 > | < > 拼多多 > | < h 字节跳动 > | | --- | --- | --- | --- | --- | | b5 | L6 | 13 ¥23 - 24万 | 员工 | 1-2 | | 工程师 | | | | 工程师 | | | | 14 | | | | ¥41 - 48万 | | ¥32 - 40万 | | ¥37 - 47万 | | P6 | ¥40 - 53万 | 15 | ¥64 - 113万 | 2-1 | | 高级工程师 | | | | 资深工程师 | | | L7 | ¥40 - 47万 | 小组长 | | | ¥48 - 64万 | | | | ¥53-71万 | | | ¥54 - 71万 | 16 | | 2-2 | | P7 | 18 | ...
A股指数集体低开:沪指跌0.52%,贵金属、煤炭、半导体等板块跌幅居前
Feng Huang Wang Cai Jing· 2025-10-22 01:41
| | | | | 和深京重要指数 | | | | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 涨幅% | | 张跌 | 总手 现手 | 金额 | | 上证指数 | 3896.07 | -0.52 | -20.26 | 454/1506 | -0.11 643万 | 643万 73.99亿 | | 深证成指 | 12985.96 | -0.70 | -91.36 | 492/2017 | -0.26 6917 | 691万 93.48亿 | | 北证50 | 1454.75 | -0.25 | -3.67 | 110/128 | -0.02 9.02万 9.02万 | 2.07亿 | | 创业板指 | 3061.27 | -0.73 | -22.45 | 229/1007 | -0.21 121万 1 | 121万 35.09亿 | 凤凰网财经讯 10月22日,三大指数集体低开,沪指低开0.52%,深成指低开0.70%,创业板指低开 0.73%,贵金属、煤炭、半导体等板块指数跌幅居前。 外盘市场: 美股三大指数涨跌不一,在可口可乐和3M等公 ...
道指涨0.47%再创历史新高,通用汽车涨近15%,中概指数跌0.97%
Ge Long Hui A P P· 2025-10-21 22:33
格隆汇10月22日|美股三大指数收盘涨跌不一,道指涨0.47%,标普500指数平收,纳指跌0.16%。其 中,道指再创历史新高。费城金银指数大跌9.57%。大型科技股涨跌不一,亚马逊涨超2%,英特尔、苹 果、微软、Meta、奈飞小幅上涨;谷歌跌超2%,特斯拉跌超1%,英伟达小幅下跌。通用汽车涨近 15%,创最近五年来最佳单日表现。"人造肉第一股"Beyond Meat大涨超146%,近三个交易日累计涨幅 约600%。 纳斯达克金龙中国指数跌0.97%,热门中概股中,大全新能源跌超5%,阿里蔚来跌超3%,晶科能源、 百度、理想、唯品会跌超2%,阿特斯太阳能则涨2%,新东方涨5%,B站与好未来涨6%。 ...
对话百度蒸汽机团队:国内视频生成模型赛道非常“卷” Sora2发布后团队都没休假
Zhong Guo Jing Ying Bao· 2025-10-21 14:35
Core Insights - The competition in the video generation model sector has intensified significantly following the launch of OpenAI's Sora2, which features 10-second audio-visual integration and social sharing capabilities, leading to a viral response and increased pressure on domestic video model teams [2][3]. Group 1: Industry Response - Domestic video generation model teams, including Baidu's Steam Engine and Kuaishou AI, have ramped up their efforts, with teams working continuously during the National Day and Mid-Autumn Festival holidays to keep pace with Sora2's impact [2][3]. - Baidu's Steam Engine team has demonstrated rapid innovation, achieving two major updates within 50 days, showcasing the urgency and intensity of competition in the sector [3]. Group 2: Technological Advancements - The latest upgrade of Baidu's Steam Engine has broken the traditional 10-second video generation limit, enabling real-time interactive long video generation, allowing users to modify content during the creation process, marking a shift from "one-time output" to "dynamic creation flow" [4][6]. - The team has innovatively combined autoregressive streaming generation with diffusion models to address the challenges of real-time video generation, which typically faces exponential cost increases with longer time windows [5][6]. Group 3: Market Dynamics - The competitive landscape is characterized by a lack of long-term technological advantages, with execution speed becoming the key differentiator among teams [4][5]. - Despite Sora2's popularity, Baidu's Steam Engine team plans to maintain its pricing strategy, focusing on long-term cost reductions through technological advancements rather than engaging in short-term price wars [6].
和互联网一样,国产AI产品重回“大厂叙事”时代
3 6 Ke· 2025-10-21 11:21
Core Insights - The recent actions of Zhipu AI, including layoffs and internal turmoil, highlight the challenges faced by this once-prominent AI company as it approaches its IPO [1] - The competitive landscape for AI applications in China has shifted dramatically, with major companies dominating the market, leaving little room for startups [2][7] - The trend of major firms capturing market share is evident, as they leverage their existing ecosystems to enhance AI applications, effectively sidelining smaller competitors [7][12] Group 1: Company Developments - Zhipu AI's research and development center has been reportedly dissolved, retaining only about half of its staff, with many employees receiving abrupt notifications regarding their termination and loss of benefits [1] - Since 2025, Zhipu AI has experienced a series of executive departures, indicating instability within its core team [1] - The company, once part of the "AI Six Dragons," has seen a rapid decline in its fortunes within a year, as larger firms gain traction in the AI space [1] Group 2: Market Dynamics - In the first half of 2025, major companies accounted for 70% of the top 20 AI applications in China, with only 7 slots occupied by startups [2][3] - The dominance of large firms in the AI application market contrasts sharply with the global landscape, where only 15% of top products are from major companies [3][4] - The shift towards major firms is further evidenced by the significant user engagement metrics, with applications like ChatGPT and Quark leading the charts [4][5] Group 3: Competitive Landscape - The competition among AI applications in China resembles the early days of the mobile internet, where major players are increasingly solidifying their market positions [8][9] - The lack of innovation in the domestic AI application market raises concerns about the potential for a repeat of past market consolidations, where only a few dominant players emerge [9][11] - The trend of startups moving their focus overseas indicates a potential loss of domestic innovation, as they seek better opportunities in international markets [12][13] Group 4: Future Implications - The ongoing dominance of large firms in the AI sector may stifle the emergence of new, disruptive applications, leading to a stagnation in innovation [11][16] - As more AI startups shift their focus to international markets, the risk of losing local talent and innovation capabilities increases [12][13] - The current landscape suggests that the window for AI product innovation in China may be closing, with startups facing significant challenges in competing against established giants [7][16]
本地生活赛道,进入“组团作战”时代
3 6 Ke· 2025-10-21 09:19
9月10日,高德发布"扫街榜",通过用户真实出行数据形成榜单,从"出行工具"一跃而成"本地生活向导",打响了阿里到店争夺战的第一枪;9月20日,淘 宝闪购与饿了么联合试点到店,同时在淘宝、支付宝、高德三端上线,目前此项目于上海、深圳、嘉兴三城试点。 团购业务上线后,阿里以地图为流量入口,打通线上线下,进军本地生活的战略意图已清晰可见。 面对阿里的野心,百度地图推出"AI去·榜中榜",正面迎战高德。此外,抖音生活服务发布"心动榜",小红书则推出了"小红卡",全面加入战局。 与高德扫街榜一样,百度地图"AI去·榜中榜"也是基于真实出行数据产生。不同的是,百度在几年前与大众点评进行了合作,再加上百度与携程口碑榜达 成合作,"爱去榜"页面就整合了三大榜单:百度自主生成的"AI去榜中榜"、大众点评榜、携程口碑榜。用户点击即可分别跳转至美团和携程,串联了地 图、本地生活、酒旅等服务。 高德扫街榜数据,图/高德地图官方微博 这场由地图引发的入口之战,表面是本地生活流量入口的争夺,或将成为本地生活服务行业格局重塑的契机。可以预见的是,未来本地生活竞争将从单个 APP的同维竞争,转向"生态协同之战",AI算法、组织协同、流量效 ...
百度集团-SW(09888.HK)11月18日举行董事会会议批准第三季度财务业绩
Ge Long Hui· 2025-10-21 09:07
有意参与人士可访问下文所提供的链接进行预先登记,该链接将自动引导访问者至「百度2025年第三季 度业绩电话会议」登记页面。 将于2025年11月18日(星期二)(北京╱香港时间)联交所交易时间后及美国市场开市前,上载2025年第三 季度财务业绩公告至联交所网站及本公司网站(https://ir.baidu.com)。 格隆汇10月21日丨百度集团-SW(09888.HK)公布,的董事会将于2025年11月18日(星期二)举行董事会会 议,以于会上批准截至2025年9月30日止三个月的未经审计业绩及公告(「2025年第三季度财务业绩公 告」)。 有意参与人士可使用下文所提供链接于电话会议开始前登记。拨号、会议密码及独有登记编号于登记后 以电邮提供。 本公司的管理层将于北京╱香港时间2025年11月18日(星期二)下午八时三十分(即美国东部时间2025年11 月18日上午七时三十分)召开业绩电话会议。 ...
Baidu to Report Third Quarter 2025 Financial Results on Nov 18, 2025
Prnewswire· 2025-10-21 09:00
Core Viewpoint - Baidu, Inc. is set to report its financial results for the third quarter of 2025 on November 18, 2025, before the U.S. market opens, with a conference call scheduled for the same day [1]. Group 1 - Baidu's financial results will cover the period ending September 30, 2025 [1]. - The earnings conference call will take place at 7:30 AM U.S. Eastern Time on November 18, 2025, which corresponds to 8:30 PM Beijing Time [1]. - Pre-registration for the conference call is required, and participants will receive dial-in information upon registration [2][3]. Group 2 - A live and archived webcast of the conference call will be available on Baidu's investor relations website [3]. - A replay of the conference call can be accessed by phone until November 25, 2025 [4]. Group 3 - Baidu is recognized as a leading AI company with a strong Internet foundation, trading on Nasdaq under the ticker "BIDU" and on HKEX under "9888" [4]. - The company was founded in 2000 with a mission to simplify the complicated world through technology [4].
百度集团(09888) - 董事会会议召开日期

2025-10-21 09:00
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發表 任何聲明,並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何 責任。 根據不同投票權架構,我們的股本包括A類普通股及B類普通股。對於提呈本公司股東大會投票的所有事宜,A類 普通股持有人每股可投1票,而B類普通股持有人則每股可投10票。股東及有意投資者務請留意投資不同投票權架 構公司的潛在風險。我們的美國存託股(每股美國存託股代表八股A類普通股)於美國納斯達克上市,股份代碼為 BIDU。 Baidu, Inc. 百度集團股份有限公司 (於開曼群島註冊成立以不同投票權控制的有限責任公司) (股份代號:9888(港元櫃台)及89888(人民幣櫃台)) 董事會會議召開日期 我們的董事會將於2025年11月18日(星期二)舉行董事會會議,以於會上批准我們截至 2025年9月30日止三個月的未經審計業績及公告(「2025年第三季度財務業績公告」)。 我們將於2025年11月18日(星期二)(北京╱香港時間)香港聯合交易所有限公司(「聯交 所」)交易時間後及美國市場開市前,上載2025年 ...