整理 | 傅宇琪、褚杏娟 字节多地开始禁止打包餐食回家；腾讯：已囤足够 GPU 训练未来几代模型；"一码难求"Manus 开放 注册；Kimi 界面升级后被指"不如之前有人味儿了"；传英伟达将全球总部设在中国台湾省；华强北 CPU 等产品报价已恢复正常；小米自研 SoC 芯片玄戒 O1 突然官宣；曝哪吒汽车被申请破产；微软 裁员风暴：受 AI 影响，软件工程岗位成重灾区，占比超 40%；曝通用汽车在华进口车平台道朗格全 员被裁，补偿小 N+3；宁德时代即将登陆港股，将成本年度最大港股 IPO…… 行业热点 字节多地开始禁止打包餐食回家 据九派财经报道，字节多地工区开始禁止外带餐食。北京一字节员工告诉记者，最近字节发了内部通 知，职场三餐、随餐饮品、水果、茶水间零食等应现场即取即用，不可带离职场。同时，通知声明职 场餐食外带行为，违反餐饮管理规定，严重侵占情况将会面临退赔、警告、辞退等不同程度的处罚。 午休政策也在发生调整，以前唯一可以关灯午休的深圳工区宣布午睡时不得关灯。由于办公室拥挤， 北京及深圳工区开始限制折叠床的使用。多位字节员工称，现在折叠床不能放在公共区域午睡。 字节一位内部知情人士告诉记者："餐食 ...

见闻财经日历 WSCN Economic Calendar 本周重点关注：中国公布4月社零、房地产投资等经济数据以及5月LPR报价，标普全球公布主要经济体PMI指数，宁德时代在港股上市，微软、谷歌举办开 发者大会，黄仁勋发表演讲。 此外，多位美联储高官陆续发表讲话，百度、哔哩哔哩公布Q1财报，德国公布4月PPI，日本公布4月CPI。 中国4月经济数据出炉 周一（5月19日），国家统计局公布中国4月社会消费品零售总额同比、规模以上工业增加值同比、城镇调查失业率等数据。 上月公布的数据显示，中国1-3月全国房地产开发投资同比下降9.9%，新建商品房销售面积同比下降3%；中国3月社会消费品零售总额同比5.9%；规模以上 工业增加值同比增长7.7%；一线二手房价环比再度转正，各线房价同比降幅继续收窄。 华创证券首席宏观分析师张瑜分析认为，4月的经济指标或是"量稳价弱"的状态。预计出口或受美国抢进口因素影响仍有一定的韧性，消费则继续受益于"以 旧换新"，制造业投资与基建投资则继续受益于"两重"与"设备更新"。 | 时间 | 地区 | 内容 | | --- | --- | --- | | 5月19日 | 居一 | | | ...

一水 闻乐 发自 凹非寺 量子位 | 公众号 QbitAI 数学能力几乎和AlphaGo的围棋水平一样？！ 这是研究员对AlphaEvolve的最新评价，就在不久之前，谷歌DeepMind联合陶哲轩等一众顶尖科学家打造了 「通用科学人工智能」 AlphaEvolve ，直接打破了矩阵乘法领域56年以来的效率基准。 一位谷歌前员工更是将这一成就类比为传说中的"神之一手"： 太疯狂了！AlphaEvolve的数学能力相当于AlphaGo打败人类的"神之一手"第37步。 具体而言， 4x4矩阵乘法 的 49 次标量乘法效率基准已经持续56年，而AlphaEvolve直接将这个数字改写为 48 。 别看数字只前进了一小步，但背后所代表的 更快的矩阵乘法算法 可谓意义重大。 不仅可以解决复杂数学难题，还能用来改进芯片设计、提高数据中心和AI训练的效率。 在谷歌内部使用中，它将Gemini架构中大型矩阵乘法运算加速了23%，从而将Gemini的训练时间缩短了1%，并且还将FlashAttention提速了 32.5%。 那么接下来的问题是—— AlphaEvolve是如何做到的？背后藏着哪些核心技术原理？ 在AlphaE ...

Group 1 - Apple has faced challenges this year, including higher costs due to tariff policies, particularly affecting its manufacturing in China [1] - Despite these challenges, there are growth opportunities, particularly in integrating AI into its Safari search capabilities, which could position Apple in direct competition with Alphabet [2][4] - If successful, this integration could generate significant advertising revenue for Apple, leveraging its installed base of over 2.35 billion devices [5] Group 2 - The search market is dominated by Google, which holds a 90% share, making it difficult for Apple to succeed in this area, similar to Microsoft's previous attempts [6] - However, Apple's large ecosystem and monetization initiatives, including its services segment with over a billion paid subscriptions, provide a strong foundation for potential growth [7] - In Q2 of fiscal year 2025, Apple's services unit generated $26.6 billion in sales, an 11.6% increase year-over-year, while total sales grew by 5% to $95.4 billion, indicating that service sales are outpacing device sales [8] - The services segment has a gross margin of 75.7%, significantly higher than the 35.9% margin for devices, highlighting its importance to Apple's profitability [9] - The growth of the services segment is a key reason for long-term investment attractiveness, even if Apple does not surpass Alphabet in search [10]

Core Insights - Roblox has announced a partnership with Google to enhance its advertising strategy, particularly through the introduction of rewarded video ads, which could significantly scale its advertising business [4][10][12] Group 1: Partnership with Google - The partnership allows Roblox to access a wide network of brands and agencies via Google’s ad platforms, facilitating the scaling of immersive ads [4][6] - By integrating with Google Ad Manager, Roblox can meet advertisers where they already purchase ads, reducing friction and expanding reach [6][8] - This collaboration could transform Roblox into a mainstream digital ad platform, similar to YouTube's evolution [9][10] Group 2: Rewarded Video Ads - Rewarded video ads enable users to watch up to 30 seconds of video in exchange for in-game rewards, with early tests showing completion rates exceeding 80% [5][10] - This initiative not only provides a new revenue stream for Roblox but also offers content creators additional monetization opportunities [6][11] - The introduction of these ads is expected to enhance user engagement, particularly among users who typically do not spend money on games [11] Group 3: Long-term Implications - If successful, the partnership could lead to deeper collaborations in the future, further solidifying Roblox's position in the digital advertising space [9][10] - The new advertising model aims to create a more recurring and sustainable revenue stream, boosting investor confidence in Roblox's long-term prospects [10][12] - The initiative is designed to support content creators, ensuring high-quality content remains on the platform, which is crucial for Roblox's growth [11][12]

百度移动友好性测试工具集成速度诊断模块，重点检测： 某新闻门户网站采用MIP改造后，移动端加载速度提升58%，广告点击率增长19%。 速度比较快的页面url示例； 在搜索引擎算法持续迭代的背景下，网站速度优化已从技术细节演变为影响搜索排名、用户体验和商业转化的核心要素。谷歌与百度作为全球与中国市场的 搜索双极，在速度优化维度展现出差异化的技术路径与价值取向。本文通过对比两大搜索引擎的优化体系，揭示其技术逻辑、评估标准及实施策略，为企业 制定适配性方案提供决策依据。 一、评估体系：核心指标与技术工具的差异化布局 1. 谷歌：以用户体验为核心的量化评估 谷歌构建了以Core Web Vitals为核心的三维评估体系，通过实验室数据与真实用户监控（RUM）的双重校验，形成闭环优化模型： 技术支撑工具PageSpeed Insights提供从0到100的量化评分，结合Lighthouse审计引擎输出优化清单。某电商网站通过该工具优化后，LCP从3.8秒降至2.2秒， 移动端转化率提升12%。 2. 百度：移动优先的速度红线 百度建立以MIP（移动网页加速器）为核心的技术生态，设定双重速度标准： 1. 谷歌：全链路性能 ...

Core Insights - The video discusses growth and risk factors associated with Alphabet (GOOGL, GOOG) [1] - A prediction regarding the future performance of Alphabet is provided [1] Growth Factors - The analysis highlights potential growth opportunities for Alphabet [1] Risk Factors - The video addresses various risks that could impact Alphabet's performance [1] Predictions - A forecast on Alphabet's stock performance is presented [1]

Core Viewpoint - Alphabet's stock is currently trading at a historically low price-to-earnings (P/E) ratio, suggesting potential for recovery, despite economic uncertainties and challenges from AI-powered search technologies [2][4][10]. Valuation and Historical Trends - Alphabet's stock trades at approximately 17 times trailing earnings, a level previously reached in 2008, 2012, and 2022, with significant stock price increases following each instance [2][6]. - The P/E ratio of 17.8 is slightly above its recent low of 16.1, indicating a historically low valuation [4]. - Historical data shows that after reaching low P/E ratios, Alphabet's stock experienced substantial gains: 120% in 2008, 56% in 2012, and 47% in 2022 [7]. Economic Context - The economic outlook during previous low valuation periods was grim, contributing to the stock's decline, yet Alphabet rebounded strongly in the following year [6][10]. - Current economic uncertainties are present, but Alphabet's business model is also facing scrutiny due to competition from AI technologies [7][10]. Business Performance - Despite market concerns, Google Search revenue increased by 10% in the last quarter, attributed to the success of its AI summaries feature [8]. - The market appears to underestimate consumer habits, as many users are likely to continue using Google's search features rather than switching to generative AI platforms [9]. Future Outlook - The current market pessimism regarding Alphabet is viewed as unwarranted, with expectations for the stock to achieve a normal valuation in the low to mid-20s as it continues to show strong performance [11]. - Alphabet is considered a strong buy due to anticipated persistent double-digit growth and potential earnings multiple expansion [11].

Group 1: Nvidia - Nvidia holds over 90% market share in the data center GPU market, crucial for AI model training [3] - The company generated $115 billion in sales from its data center division over the past 12 months, contributing significantly to its total revenue of $130.5 billion [4] - Data center buildouts are projected to grow from $400 billion in 2024 to $1 trillion by 2028, indicating substantial future growth potential for Nvidia [5][6] Group 2: Taiwan Semiconductor - Taiwan Semiconductor (TSMC) manufactures chips for major tech companies, establishing itself as a key partner due to its continuous innovation [8] - TSMC anticipates AI-related revenue growth at a 45% compound annual growth rate (CAGR) over the next five years, with overall revenue expected to grow at nearly 20% CAGR [9] - TSMC plans to invest $100 billion in U.S. chip production facilities to mitigate tariff risks, as most of its fabrication facilities are outside the U.S. [10][11] Group 3: Alphabet - Alphabet is currently trading at a low valuation of 17 times forward earnings, making it one of the cheaper stocks in the market [12] - Concerns regarding Alphabet stem from its reliance on advertising, potential competition from generative AI, and legal issues related to monopoly practices [14][15] - Despite these challenges, Alphabet is integrating AI into its services and is expected to recover advertising revenue post-downturn, suggesting that current pessimism may be excessive [16]

段永平减持苹果，新进微软、英伟达、台积电 北京时间5月16日，H&H基金发布了最新的美股持仓，由于该基金被认为是由段永平掌管，其动向备受市 场关注。截至一季度末，H&H基金共持有11只股票，较去年底新增3只，期末持股市值为120亿美元，较 去年底减少了25亿美元。 这是H&H基金连续三个季度大幅减持苹果，去年四季度和去年三季度分别减持1190万股、1116万股，仓 位权重从最高的81%，降至目前的63%。 一季度，段永平罕见地进行了一轮密集的调仓。被认为是由段永平掌管的H&H International Investment 基金（下称"H&H基金"），新进微软、英伟达、台积电，加仓拼多多，减持阿里巴巴、谷歌、苹果，其中 减持超过10亿美元的苹果。 与此同时，H&H基金在一季度还大幅减持了谷歌和阿里巴巴，其中谷歌被减持266万股，减持幅度达 70.51%，期末持股市值降至1.73亿美元，上一季度末的持股市值高达7.17亿美元，从第三大持仓降至第 六；阿里巴巴则被减持147万股，减持幅度为26.94%，期末持股市值为5.27亿美元。 李录在一季度没有任何买入增持动作，反而是大举减持了苹果、谷歌以及第一大重仓股美 ...