2025年9月4日星期四 ➢ 美就业数据疲软；中国对美企征反 倾销税。A股震荡下挫。上证指数 跌1.16%报3813.56点，深证成指跌 0.65%，创业板指涨0.95%。航天航 空、船舶制造等领域下跌；新能源 大涨。港股高开后加速下跌，香港 恒生指数跌0.6%报25343.43点，恒 生科技指数跌0.78%，恒生中国企业 指数跌0.64%。医疗保健业、汽车行 业领涨。大市成交2676.47亿港元。 外盘方面，欧洲三大股指收盘全线 上涨。美国三大股指收盘涨跌不一， 道指跌0.05%，标普500指数涨0.51%， 纳指涨1.02%。美国职位空缺数创近 一年最低，利率市场押注9月降息 接近板上钉钉。美联储褐皮书显示 多数辖区经济活动几无增长。 ➢ 美国7月职位空缺数降至10个月最 低，企业用工需求逐步放缓。利率 市场预测本月美联储降息25基点概 率高达95%。 ➢ 中国对美国相关截止波长位移单模 光纤采取反规避关税措施，税率从 33.3%至78.2%不等。康宁公司将被 征收37.9%反倾销税。 资料来源：彭博 ➢ 美联储褐皮书报告显示，8月多数 辖区经济活动几无增长，各地区均 报告物价上涨，许多居民的薪资涨 幅低 ...

美国联邦地区法院本周二裁决，科技巨头谷歌公司无需剥离Chrome浏览器和安卓操作系统业务，被市场视为美国互联网 巨头在与联邦反垄断执法者对抗中取得"罕见胜利"。受此消息提振，谷歌母公司字母表股价周三大幅收涨9.14%。此外， 该裁决对苹果公司等智能设备制造商也构成利好，因为今后谷歌仍可每年支付数以十亿计美元，换取智能设备制造商把 谷歌搜索引擎设为默认搜索引擎。另据彭博社最新消息，苹果加速研发基于自研AI模型智能助理Siri的同时，也在测试由 谷歌的领先AI模型Gemini来驱动下一代Siri的效果，两家科技巨头可能就此达成合作。以上利好消息推动苹果股价周三收 涨3.81%。 当地时间周三，美联储最新发布的全国经济形势调查报告，也就是"褐皮书"显示，自7月中旬到8月底，美国所有联邦储备 区物价均出现与加征关税相关的价格上涨。市场担忧，美国家庭工资增长无法跟上物价上涨的步伐，或导致消费者支出 进一步下降，部分投资者交投谨慎。另一方面，受到谷歌无需拆分浏览器业务裁决的提振，谷歌母公司和一众科技股显 著上涨，美国三大股指周三涨跌不一。截至收盘，道指跌0.05%，标普500指数涨0.51%，纳指涨1.02%。 3日国际 ...

| GOOGL | | --- | | 12m Price Target: $234.00 Price: $211.35 Upside: 10.7% | On September 2, 2025, a US District Court Judge issued a decision (link) on the remedies to be implemented in response to its prior decision (link) that Google violated Section 2 of the Sherman Act by maintaining monopolies specifically in two defined product markets: general search services and general search text ads. Alphabet published a response to the decision (link) after previously announcing plans to appeal the initial anti ...

Core Insights - Apple plans to launch its own AI-driven search tool next year, intensifying competition with OpenAI and Perplexity AI Inc. [1] - The new system, internally dubbed "World Knowledge Answers," aims to integrate with Siri and potentially be applied to Safari and Spotlight [1][2] - The initiative is part of a long-awaited upgrade for Siri, which is expected to be released in spring as an "answer engine" [1][2] Group 1: Siri Upgrade and AI Integration - The new search experience will feature an interactive interface that integrates text, photos, videos, and local points of interest, providing AI-driven summaries for faster and more accurate results [2] - Current Siri struggles with complex queries and often defaults to Google or ChatGPT for answers, highlighting its shortcomings in Apple's AI capabilities [2] - Apple is working on a comprehensive upgrade for Siri, which will allow it to utilize personal data and screen content for better query handling [4] Group 2: Collaboration with Google - Apple has reached an agreement with Google to evaluate AI models developed by Google for supporting Siri, indicating a collaborative approach to enhance Siri's capabilities [1][6] - The new Siri will potentially use a customized version of Google's Gemini model, which will run on Apple's private cloud servers [6][7] - Apple is also considering using Anthropic's Claude model but is currently leaning towards Google's technology due to more favorable financial terms [7] Group 3: Future Developments and Strategic Moves - Apple plans to visually revamp Siri and develop a health AI agent to support a paid health subscription service by 2026 [8] - During the development of the new Siri, Apple has considered acquisitions, including discussions with Perplexity and Mistral, although it is no longer actively pursuing these options [9] - The company is facing a talent exodus, with key members of its AI team leaving for competitors, which may impact its development efforts [9]

Core Viewpoint - Apple is planning to launch its own AI search engine named "World Knowledge Answers" in Spring 2026, aiming to compete directly with ChatGPT and Perplexity [8][9]. Group 1: AI Search Engine Development - Apple is preparing a "counterattack" in the AI space by transforming Siri into a new AI-driven search assistant [7]. - The new system will be integrated into Siri, allowing users to ask questions and receive concise answers generated by an AI summarization system [9][10]. - Apple is considering a partnership with Google to utilize Google's models for some functionalities of Siri [11][12]. Group 2: Market Reaction - Following the announcement of the search engine plans, Apple's stock price rose by 3.8%, marking the largest single-day increase in nearly a month [5]. Group 3: Talent Acquisition and Retention - Apple is facing a talent crisis, having lost 10 AI team members in a short period, including key figures from its foundational model team [18][19]. - Despite the halted acquisition discussions with Perplexity, Apple may still pursue other acquisition opportunities to bolster its AI talent pool [16][17]. Group 4: Strategic Partnerships - Apple and Google have a long-standing partnership in the internet search domain, with Google contributing approximately $20 billion annually to Apple [13]. - A formal agreement has been reached for Apple to evaluate and test Google's AI models to support Siri [14].

Group 1: OpenAI and Anthropic Developments - OpenAI is investigating issues with ChatGPT not displaying responses, with over 1000 user reports since 7 AM UK time [1] - Anthropic has completed a $13 billion Series F funding round, raising its valuation to $183 billion, tripling its earlier valuation this year [1] Group 2: Disney and Google Legal Issues - Disney has agreed to pay a $10 million fine for illegally collecting children's data on YouTube without parental consent [2] - A jury has ruled that Google violated the privacy rights of nearly 100 million users by misleading them about data tracking settings [2] Group 3: Apple Talent and Product Developments - Apple has experienced a talent drain in its AI division, with key personnel leaving for Meta, including the head of its AI robotics research [3] - Apple is expected to launch its first foldable iPhone in 2026, with projected shipments of 8-10 million units in the first year [4] - Apple plans to release Vision Air in 2027, which is expected to weigh 40% less and cost over 50% less than the current Vision Pro, with anticipated shipments reaching one million units [6] Group 4: Samsung and Chip Technology - Samsung is set to mass-produce the world's first 2nm mobile SoC chip, Exynos 2600, which has completed development [7] Group 5: ByteDance and Employee Incentives - ByteDance is implementing an option grant plan for its Seed department, primarily for AI model-focused technical staff, with total options potentially reaching millions [8] Group 6: Ctrip and Work Flexibility - Ctrip has announced that all product and research employees can work from home without prior approval, aiming to enhance work-life balance and foster a culture of trust [9] Group 7: Xiaomi and Traffic Technology - Xiaomi has published a patent for a vehicle inspection method aimed at improving traffic efficiency and reducing congestion [9] Group 8: Xiaohongshu Legal Issues - Xiaohongshu's operator is being sued by a company under TVB for infringing on network dissemination rights, with a court date set for October 2025 [10]

一份备受关注的人工智能榜单，如同一面棱镜，折射出全球消费级AI市场的最新格局。 近日，由硅谷顶级风险投资机构Andreessen Horowitz（简称a16z）发布的第五期"全球AI百强应用榜单（AI 100）"出炉。这份持续输出了两年半的榜单， 不仅是评估哪些AI应用正在真正赢得全球用户的热捧，更揭示了AI行业的消长，以及未来发展的重要趋势。 a16z的这份榜单并非以收入论英雄，而是将目光聚焦于最能反映用户真实选择的"用量"——网站的月度独立访问量和移动应用的月度活跃用户。 《智百道》分析，从榜单中不难看出，AI市场的喧嚣正在沉淀，生态也逐步趋于稳定，新晋挑战者突围的难度也在日益增大。以谷歌为代表的科技巨头 正以前所未有的力度发起反击，而一股强大的"中国力量"则兵分两路，不仅在本土市场筑起了高高的壁垒，更在全球范围内，尤其是在移动端，展现出惊 人的统治力。 01 潮水退去，市场趋稳与巨头的新战场 a16z的报告开篇便指出，AI消费级应用的"狂野西部"时代或已终结，一个最显著的信号是"新面孔"的减少。 | | | | | | The Top 50 Gen AI Web Products, by Unique ...

以下文章来源于算法爱好者 ，作者小蒜 算法是程序员的内功！「算法爱好者」专注分享算法相关文章、工具资源和算法题，帮程序员修炼内 功。 当地时间 2025 年 9 月 2 日，美国华盛顿特区联邦地方法院法官阿米特・梅塔（Amit Mehta）宣判， 法院不会强制要求谷歌剥离其 Chrome 浏览器或 Android 操作系统。 不过， 谷歌仍需向符合条件的竞争对手开放部分搜索数据，并被禁止签订或维持涉及 Chrome、搜 索、谷歌助理以及 Gemini 应用的独家分发合同。 算法爱好者 . 梅塔在法院文件中写道："谷歌不会被要求剥离 Chrome；法院也不会在最终判决中纳入对 Android 操 作系统的有条件剥离"，"原告（美国司法部）寻求强制剥离这些关键资产的行为有些过了，谷歌并没有 利用这些资产实施任何非法限制"。 1、 钉钉 CEO 无招：有团队每天睡觉应该不超过 5 小时。网友：要不让欧盟记录在案 2、 马斯克怒了！中国工程师套现 700 万美刀后偷了整个代码库等机密信息 3、 华为云突然大调整，裁整数十个部门，有媒体称波及盘古大模型部门… 4、 突发！微软 35 岁程序员，凌晨死在办公室 - EOF ...

Group 1: Automotive Market Performance - In August, the retail sales of passenger cars in China reached 1.952 million units, a year-on-year increase of 3% and a month-on-month increase of 7% [1] - Cumulative retail sales from January to August amounted to 14.698 million units, reflecting a year-on-year growth of 9% [1] - Wholesale sales for the same period were 2.409 million units, up 12% year-on-year and 8% month-on-month, with cumulative wholesale sales reaching 17.934 million units, also a 12% increase year-on-year [1] Group 2: Company Financial Activities - Leap Motor completed a domestic stock issuance, raising a total of 2.6 billion yuan, with four state-owned shareholders participating [2] - Polestar reported a revenue of $1.423 billion for the first half of 2025, a 56.5% increase year-on-year, but incurred a net loss of $1.193 billion, compared to a loss of $544 million in the same period last year [8] Group 3: New Product and Technology Developments - Xiaopeng Motors announced a limited-time financial policy offering 0% interest, 0 down payment, and 0 fees for five years, with a maximum subsidy of 55,700 yuan [3] - NIO stated it has developed the capability for autonomous parking and will release the feature in accordance with regulatory requirements [4] - Hyundai achieved record sales in the U.S. market for August, with 88,523 units sold, a 12% year-on-year increase [12] Group 4: Strategic Investments and Expansions - Toyota announced plans to produce a new pure electric vehicle in Europe, marking its first electric model produced at its European plant [9] - The company will invest approximately 680 million euros in expanding its Kolin plant, increasing the area to accommodate new vehicle and battery production [10] Group 5: Market Trends and Competitor Movements - Ford's U.S. market sales in August increased by 3.9% year-on-year, with electric vehicle sales rising by 19.3% [11] - Waymo is expanding its operations into Denver and Seattle, furthering its presence in the U.S. market [12] - The Quebec government withdrew its funding from Northvolt's battery project, resulting in a total investment loss of $270 million [13]

RT Google Gemini App (@GeminiApp)"If I had to pick a winner... I’d give the nod to Gemini Live.”Thanks for the kind words and comprehensive review, @PCMag. We're committed to building an AI assistant that's personal, proactive, and powerful - for everyone. ...