每经记者｜岳楚鹏 每经编辑｜高涵 ①【三大期指齐涨，半导体股多数上涨】截至发稿，道指期货涨0.15%、标普500指数期货涨0.09%、纳 指期货涨0.10%。半导体股盘前多数上涨，阿斯麦涨约2%，美光科技涨约1%，博通涨0.5%。 ②【"稳定币第一股"Circle即将登陆纽交所】数字货币巨头Circle预计将于当地时间6月5日在美国纽约证 券交易所上市，这将是稳定币领域的首个IPO（首次公开募股），Circle也将成为"稳定币第一股"。 Circle将IPO定价为每股31美元。这一价格高于预期的27至28美元区间。按该价格计算，Circle的市值将 达到69亿美元。 ③【亚马逊配送和物流业务获AI助力】当地时间6月4日，亚马逊表示，正在其Lab126设备部门组建一 个新团队，专注打造仓库机器人。亚马逊称，利用AI代理，这些机器人将能够卸载拖车，然后取回零 件进行维修。此外，亚马逊还在利用生成式AI为其送货司机创建更先进的地图，以便他们更高效地递 送包裹。截至发稿，亚马逊上涨0.88%。 ④【宝洁公司计划未来两年裁减7000个非制造业岗位】当地时间6月5日，宝洁公司表示，计划在未来两 年内裁减约7000个非制造 ...

Core Insights - Alphabet CEO Sundar Pichai addressed concerns regarding AI potentially making half of the company's 180,000 workforce redundant, emphasizing the company's commitment to growth through at least next year [1][2] - Pichai described AI as an "accelerator" that enhances engineer productivity by automating tedious tasks, allowing them to focus on more impactful work, thus creating demand for more employees rather than replacing them [2] Workforce and Layoffs - Alphabet has undergone several layoffs in recent years, with targeted cuts in 2025 being less severe than previous years; less than 100 employees were laid off in the cloud division earlier this year, and hundreds more in the platforms and devices unit [3] - In contrast, the company laid off 12,000 employees in 2023 and at least 1,000 in the previous year, indicating a trend of more significant cuts in earlier years [3] Innovation and Future Ventures - Pichai highlighted Alphabet's expanding ventures, including Waymo autonomous vehicles, quantum computing initiatives, and the growth of YouTube, which has 100 million channels and 15,000 channels with over one million subscribers in India alone, as evidence of ongoing innovation opportunities [4] AI Development and Concerns - While acknowledging fears about job displacement, Pichai respected concerns raised by industry leaders regarding AI's potential to erode half of entry-level white-collar jobs within five years [5] - Pichai expressed optimism about future progress in AI development but noted that predicting a clear path to artificial general intelligence (AGI) is uncertain, as technology often experiences temporary plateaus [6]

在被问及Chrome是否会定期自动更换用户的密码，帕里萨・塔布里兹明确指出，Chrome不会在没有用 户同意的情况下更换任何密码，修改密码始终是由用户自行决定是否进行，以及"我们非常注重让用户 保持对密码更换的控制权。" 不得不说，Chrome的这一功能颇有巧思，也精准洞察了当下用户的特点。"别让我等，别让我想，别让 我烦"，这其实就是如今产品经理在设计互联网产品时的基本原则，目的就是简化用户为了满足需求所 需要的步骤。如今只是提示用户密码强度弱，可能存在泄露风险，以当下许多网民的调性，他们的选择 几乎一定是"无视风险"。 | Findings | All countries | > | | Get the 2019-2022 password list | | --- | --- | --- | --- | --- | | RANK | PASSNORD | | TIME TO CRACK IT | COUNT | | 1 | 123456 | | < 1 Second | 4, 524, 867 | | 2 | admin | | < 1 Second | 4,008,850 | | 3 | 123456 ...

要闻提示 NEWS REMIND 1.台积电遭质疑是血汗工厂，老板魏哲家：我这么胖怎么可能 2.李彦宏旗下"BioMap百图生科"计划赴香港上市 3.百度集团副总裁袁佛玉挂帅前线，轮岗主攻泛科技、金融等赛道 4.比亚迪放狠话"一追到底"！已有126个账号进入黑号名单 5.雷军回应"苹果放弃造车"：不知道苹果为什么干不成，外部报道不能准确参考 6.李斌：蔚来一直反对打价格战，行业反内卷对蔚来走向盈利是好事 7.大众集团重组德国业务，约2万员工签署协议将自愿离职 8.TikTok不再为美国商家提供免费流量，转为付费广告 今日头条 HEADLINE NEWS 台积电遭质疑是血汗工厂，老板魏哲家：我这么胖怎么可能 近日，台积电在新竹喜来登举行股东会期间，工伤协会在门口举行记者会，抗议台积电，控诉从2019年起 相关工安事故造成10位劳工殒命，并质疑台积电是血汗工厂。工伤团体在门口打出标语并高喊："台积电 获利惊人，劳工死伤惨重！"控诉台积电近年来在各地科学园区的建厂工程中，不断爆出职业灾害。此 外，还有消息称，台积电工程师不仅工时过长，且需要24小时待命。 对于这种说法， 台积电董事长兼总裁魏哲家在股东会上澄清，称" ...

近期海外娱乐产业热烈讨论的话题之一，是迪士尼将YouTube告上法庭，指控YouTube挖走其资深高管贾斯汀·康诺利（Justin Connolly）。 如果不熟悉欧美影视娱乐业，你可能会纳闷：迪士尼是长剧、电视频道等专业内容为主，油管上面都是UGC视频，不是井水不犯河水吗？这两家公司为 啥会打起来呢？ 深究下去，我们就会发现这不仅仅是一起简单的劳务纠纷，更是新老媒体巨头在流媒体时代为争夺内容、用户和市场主导权而展开的激烈博弈。 一场关键时期的"背叛"？ 贾斯汀·康诺利在迪士尼和ESPN供职超过20年，可谓是迪士尼分销业务的"老兵"。他曾负责将迪士尼的电视网络和内容授权给各大第三方平台，包括 YouTube TV在内。然而，就在迪士尼推出新的ESPN流媒体服务，并与YouTube TV进行新一轮重要谈判的关键时期，康诺利却突然离职，并被YouTube 聘请为全球媒体和体育主管。 贾斯汀·康诺利（Justin Connolly） 《洛杉矶时报》披露，迪士尼在诉讼中表示与康诺利于去年11月6日续签雇佣协议，合同的有效期为2025年1月1日至2027年12月31日，康诺利可以选择在 2027年3月1日之前终止该协议 ...

NO.2 OpenAI付费企业用户突破300万，预计今年营收为127亿美元 每经记者｜岳楚鹏 每经编辑｜高涵 ｜2025年6月5日星期四｜ NO.1 亚马逊将投资100亿美元建设数据中心 当地时间6月4日，亚马逊表示，计划斥资100亿美元在美国北卡罗来纳州建立新数据中心，以扩大其AI 基础设施。亚马逊在博客文章中写道："生成式AI正在推动对先进云基础设施和计算能力的需求增长， 我们的投资将支持AWS数据中心的未来发展。" 点评：此举彰显亚马逊对生成式AI发展前景的信心，可能强化投资者对其长期增长潜力的预期。 当地时间6月4日，Arm宣布推出AI造车平台Arm Zena CSS。Arm声称，该平台可以帮助汽车制造商将车 机芯片开发时间缩短高达12个月，并将每个项目的硅片工程工作量减少高达20%，从而帮助原始设备制 造商和硅片供应商更快地将新车型推向市场，并提供智能语音和触控界面、沉浸式数字驾驶舱体验、驾 驶辅助和自动化以及实时感知等功能。 点评：Arm推出AI造车平台Zena CSS，主打缩短车机芯片开发周期、降低工程量，有望加速车企新品上 市节奏，提升智能化体验。 NO.5 "稳定币第一股"Circle IP ...

精选行业新闻，帮你省时间！ 此外，如果您还想 查公司、找项目、看行业，深入了解人形机器人、商业航天、AGI等热门赛道 ，欢迎加入睿兽分析会员，解锁相关行业图谱和报告等。 （活动期间加入会员可免费获赠一份 产业日报） 更多AIGC资讯 …… 扫码订阅 AIGC 产业日报， 1.【谷歌DeepMind联合开发力提示技术，AI生成视频可模拟真实运动】6月4日消息，谷歌 DeepMind团队携手布朗大学，为视频生成模型开发"力提示"（force prompting）技术，可以在无 需3D模型或物理引擎的情况下，生成逼真的运动效果。用户只需指定力的方向和强度，就能操控AI生 成的视频内容，该技术支持全局力（如风吹过整个画面）和局部力（如特定点的敲击）两种力量。 (科创板日报) 2.【AI初创公司Manus发布文本转视频功能，挑战OpenAI等竞争对手】Manus推出文本转视频功 能，进入OpenAI、阿里巴巴和腾讯控股等对手云集的赛道。该公司表示，用户现在可以使用文本指 令生成视频。Manus在X平台上表示，其AI代理可以在几分钟内将文本命令转换为井然有序的视频故 事。在Manus向所有人免费推出该功能之前，付费用户可 ...

Core Insights - Alphabet's AI overhaul is significantly changing the economics of search, which has not yet been reflected in Wall Street's pricing of the stock [1] - Despite a decline in stock price since the last coverage, Q1 FY25 results indicate strong underlying performance [1] Company Analysis - The company has a proven track record in scaling businesses and demonstrates smart capital allocation along with insider ownership [1] - Consistent revenue growth and credible guidance are evident, showcasing the company's strong management [1] Market Positioning - Alphabet possesses a strong technology moat and first-mover advantage, which are critical for maintaining competitive positioning [1] - The company benefits from network effects that drive exponential growth and has achieved market penetration in high-growth industries [1] Financial Health - Sustainable revenue growth is supported by efficient cash flow, indicating robust financial health [1] - The company maintains a strong balance sheet and a long-term survival runway, which is essential for navigating market challenges [1] Valuation Metrics - Revenue multiples compared to peers and DCF modeling are utilized to assess valuation, highlighting the potential for upside [1] - Institutional backing and market sentiment analysis are part of the evaluation process to ensure downside protection while maximizing upside potential [1] Portfolio Strategy - The investment strategy includes core positions (50-70%) in high-confidence, stable plays, alongside growth bets (20-40%) in high-risk, high-reward opportunities [1] - A small allocation (5-10%) is reserved for speculative investments in moonshot disruptors with massive potential [1]

Core Viewpoint - The recommendation to buy the dip in Alphabet/Google (NASDAQ: GOOGL) remains unchanged despite the stock's underperformance since March 8 [1]. Group 1: Company Performance - Alphabet/Google has shown leadership in several sectors, indicating potential for recovery and growth [1]. Group 2: Analyst Background - The analyst has a background in IT and has been managing a family portfolio for seven years, which has led to a deep understanding of risk and reward in investments [1]. - The analyst aims to provide clear and accessible insights for investors of all experience levels, leveraging their IT background to navigate technology stocks [1].

Core Viewpoint - Alphabet's shares have experienced significant volatility in 2025, reflecting broader market trends, with a notable 37% increase in 2024 followed by an 8.9% rise in early 2025, before a sharp decline of around 30% in February due to escalating trade tensions [1][2]. Company Performance - By April 2025, Alphabet's shares rebounded, gaining 17% as of June 2, following easing trade tensions, and the company holds a Zacks Rank 3 (Hold) with a strong Growth Score of A [2]. - The company faces uncertainty due to ongoing antitrust legal proceedings, with the Department of Justice concluding arguments that could have significant implications for Alphabet [3][4]. Legal Challenges - Alphabet lost a landmark antitrust case in August 2024, with a ruling that it illegally monopolized the search engine market, leading to potential drastic consequences for the company [4]. - Analysts predict that if a divestiture of the Chrome browser is ordered, Alphabet's shares could drop by 15% to 25%, and its earnings per share (EPS) could decrease by up to 30% due to Chrome's substantial user base of 4 billion and its contribution of 35% to Alphabet's search revenues [4][5]. Settlement and Compliance - Alphabet has agreed to a $500 million settlement to change its compliance structure as part of a resolution to a shareholder lawsuit alleging antitrust violations, with additional legal fees potentially reaching $80 million [7]. Investment Opportunities - The legal developments surrounding Alphabet are expected to create short-term volatility in its shares, prompting interest in ETFs with significant exposure to the company [8]. - Several ETFs with notable exposure to Alphabet include: - IShares Global Comm Services ETF with 11.97% exposure and an asset base of $415.5 million [9]. - Fidelity MSCI Communication Services Index ETF with 12.50% exposure and an asset base of $1.49 billion [11]. - Vanguard Communication Services ETF with 12.49% exposure and an asset base of $4.74 billion [12]. - MicroSectors FANG+ ETN with 9.74% exposure and an asset base of $445.9 million [13]. - Communication Services Select Sector SPDR Fund with 8.71% exposure and an asset base of $21.82 billion [14].