1.【亚马逊公司发射卫星互联网计划首批卫星】美国亚马逊公司28日使用美国联合发射联盟公司运载火箭 首次发射其卫星互联网"柯伊伯计划"的首批量产卫星。"柯伊伯计划"是亚马逊旗下的近地轨道卫星宽带网 络项目。其目标是在近地轨道部署超过3200颗卫星，为全球用户提供快速、可靠的互联网服务。（环球 时报） 2. 【 索尼集团据悉考虑分拆半导体业务，或最快今年完成 】 4月29日消息，据知情人士透露，索尼集团 正在考虑分拆其半导体部门，此举将标志着这家PlayStation制造商精简业务并专注于娱乐领域的最新举 措。因讨论未公开信息而要求匿名的知情人士表示，索尼半导体解决方案集团的分拆和上市可能最快于 今年进行。其中一位知情人士称，索尼考虑将所持的半导体业务的大部分股份分配给股东，并可能在分 拆后保留少数股权。（财联社） 3. 【 我国成功发射卫星互联网低轨卫星 】 4月29日消息，4月29日4时10分，我国在文昌航天发射场使用 长征五号乙运载火箭/远征二号上面级，成功将卫星互联网低轨03组卫星发射升空，卫星顺利进入预定轨 道，发射任务获得圆满成功。这次任务是长征系列运载火箭的第573次飞行。（央视新闻） 此外，如果您 ...

Group 1 - Fox Corporation (FOX) is a member of the Consumer Discretionary sector, which includes 257 individual stocks and currently holds a Zacks Sector Rank of 10 [2] - Fox Corporation has a Zacks Rank of 1 (Strong Buy), indicating a positive earnings outlook based on earnings estimates and revisions [3] - The Zacks Consensus Estimate for FOX's full-year earnings has increased by 14.8% over the past quarter, reflecting improved analyst sentiment [4] Group 2 - Year-to-date, Fox Corporation has returned approximately 0.4%, outperforming the Consumer Discretionary sector's average return of -4.4% [4] - Fox Corporation belongs to the Broadcast Radio and Television industry, which has gained an average of 14.6% this year, indicating that FOX is slightly underperforming its industry [6] - Another stock in the Consumer Discretionary sector, Sony (SONY), has a year-to-date return of 19.5% and a Zacks Rank of 2 (Buy) [5][6]

Group 1: Didi's Safety Measures - Didi has implemented safety reminders for the upcoming "May Day" holiday travel peak, focusing on risk assessment, emergency drills, and driver training [1] - The company is enhancing safety protocols and increasing technical and human resources to ensure efficient responses to emergencies [1] - Didi is utilizing big data and smart technology to monitor orders in real-time and provide risk alerts during the holiday [1] Group 2: Adidas Financial Performance - Adidas reported a first-quarter net profit of €428 million, exceeding market expectations of €376.4 million [2] - The company's gross profit for the quarter was €3.21 billion, also above the market forecast of €3.16 billion [2] - Adidas maintains its full-year operating profit forecast between €1.7 billion and €1.8 billion, lower than the market estimate of €2.04 billion [2] Group 3: NXP Semiconductors Earnings - NXP Semiconductors announced first-quarter revenue of $2.84 billion, slightly above market expectations of $2.83 billion [2] - The company experienced a year-over-year revenue decline of 9% [2] - Adjusted EPS for the quarter was $2.64, surpassing the market forecast of $2.60 [2] Group 4: Sabre's Business Sale - Sabre has agreed to sell its Hospitality Solutions business to TPG for $1.1 billion in cash [2] - The transaction will allow Hospitality Solutions to operate as an independent entity while benefiting from TPG's resources for growth [2] - TPG manages assets totaling $246 billion and will conduct the investment through its private equity platform [2] Group 5: Domino's Sales Decline - Domino's Pizza reported a 0.5% year-over-year decline in same-store sales in the U.S., falling short of analyst expectations for a 0.5% increase [3] - The decline is attributed to high inflation and economic uncertainty affecting consumer demand [3] - The company's gross margin for U.S. stores decreased from 17.5% to 16% due to rising food ingredient costs [3] Group 6: Sony's Semiconductor Business Split - Sony is considering a spin-off of its semiconductor division, potentially completing the process within the year [3] - The move aims to streamline operations and refocus on the entertainment sector [3] - Discussions are ongoing, and plans may change due to market volatility influenced by U.S. tariffs [3] Group 7: Investment Activities - "Yinshi Robot" has completed nearly 100 million RMB in B3 round financing, focusing on advanced technology development and global market expansion [4] - Anhui Wanzhi Construction Engineering Co., Ltd. secured 26 million RMB in Pre-A round financing to advance smart construction technology and low-carbon materials [5] - "Zhijing Jinchian" has received angel round financing, specializing in artificial intelligence computing power through blockchain technology [6] Group 8: New Product Launches - Midea Air Conditioning held its first "2025 Midea AI Technology Day," launching several AI-driven air conditioning products [7] - iQOO introduced the new iQOO Z10 Turbo series smartphones, starting at a price of 1,099 RMB, highlighting performance and battery life [8] Group 9: Economic Insights - Hungary's economy minister stated that Hungary will not weaken its economic ties with China, citing a lack of comparable investment potential from the U.S. [9] - The Hong Kong Stock Exchange and Securities and Futures Commission are preparing to assist Chinese companies wishing to return to the Hong Kong market [9] - South Korea's retail sales increased by 9.2% year-over-year in March, driven by strong online demand for food and daily necessities [10]

Core Viewpoint - Sony Group is reportedly considering a spin-off of its semiconductor business, which would allow the company to streamline operations and focus more on its entertainment sector [1] Summary by Relevant Sections Business Strategy - The potential spin-off and listing of Sony's semiconductor solutions group could occur as early as this year, indicating a strategic shift towards prioritizing entertainment [1] Shareholder Impact - Sony is contemplating distributing a majority of its semiconductor business shares to shareholders while possibly retaining a minority stake post-spin-off [1]

Core Viewpoint - The 45th VLSI Technology and Circuits Symposium will be held in Kyoto, Japan, from June 8 to 12, 2025, focusing on the theme of cultivating a garden of ultra-large-scale integrated circuits, aiming to drive the global transition to a new era of smart interconnected devices and systems [1][2]. Group 1: Conference Overview - The VLSI 2025 symposium accepted a total of 251 regular papers, including 1 Late News paper, with contributions from various countries, highlighting the global participation in advanced technology discussions [2]. - The United States led with 57 accepted papers, followed by South Korea with 54, and mainland China with 52, indicating a strong representation from these regions [2]. Group 2: Key Technological Innovations - Intel will present its 18A platform technology, which claims a 25% performance improvement and a 36% reduction in power consumption compared to its previous 3 technology at the same voltage and complexity [4][5]. - TSMC demonstrated advancements in high-density wafer-level connections and new device processes, showcasing innovations in CMOS scaling and materials [7][9]. Group 3: Storage Technology Developments - Samsung introduced its 9th generation 3D NAND flash memory with 286 layers, achieving a 50% increase in bit density compared to the previous generation [15]. - Huawei showcased a high-performance 1T1C 3D FeRAM chip, which operates at high temperatures and demonstrates significant data retention capabilities, positioning it as a potential alternative to eFlash in embedded non-volatile memory applications [17]. Group 4: Image Sensor Innovations - Sony presented a back-illuminated SPAD depth sensor with a peak detection efficiency (PDE) of 42.5% at a wavelength of 940 nm, marking a significant advancement in sensor technology [25]. - Canon introduced a SPAD image sensor for automotive applications, featuring a dynamic range of 156 dB and capabilities for low-light image capture [30]. Group 5: Future Directions and Challenges - Experts from major companies like SK Hynix and NVIDIA discussed the future of DRAM technology and the need for innovation in VLSI to meet the demands of AI and high-performance computing [61][62]. - The symposium highlighted the importance of sustainable development in semiconductor technology, addressing the challenges posed by the rapid evolution of artificial intelligence and its impact on the industry [63].

Core Insights - The article discusses advancements in sensor miniaturization, highlighting innovations from Sony, OmniVision, and Georgia Tech that address engineering challenges in various applications such as autonomous robotics and brain-computer interfaces [1]. Group 1: Sony's AS-DT1 LiDAR Sensor - Sony has developed the AS-DT1 LiDAR sensor, which is the smallest and lightest in its category, measuring 29mm x 29mm x 31mm and weighing only 50 grams [3][5]. - The sensor utilizes a proprietary distance measurement module based on direct time-of-flight (dToF) architecture and employs single-photon avalanche diode (SPAD) technology for precise readings even on low-reflectivity objects [3][5]. - It has a measurement range of 40 meters indoors and 20 meters outdoors in bright sunlight, with a resolution of ±5 centimeters at 10 meters, making it suitable for applications in robotics and drones [5]. Group 2: OmniVision's OV50X Sensor - OmniVision's OV50X sensor features a 1-inch, 50-megapixel design that supports 110 dB single-exposure HDR and 8K video, pushing smartphone imaging closer to professional levels [6][9]. - The sensor's architecture allows for high sensitivity in low-light conditions and supports 12.5 MP at 180 fps or 60 fps for HDR, enhancing its versatility for various shooting scenarios [7][9]. - It employs 100% quad-phase detection technology for autofocus, ensuring faster and more reliable focusing across different scenes [9]. Group 3: Georgia Tech's Micro-Needle Brain Sensor - Georgia Tech has developed a micro-needle brain sensor designed to be inserted between hair follicles, providing a nearly invisible interface for high-fidelity neural data collection [11][13]. - The sensor achieves a low contact resistance of 0.03 kΩ·cm² and maintains signal integrity for up to 12 hours, allowing for wireless use without bulky equipment [13]. - In tests, participants were able to control augmented reality interfaces using brain activity, marking a significant step towards practical brain-computer interfaces [13].

这并非PS5首次涨价。2022年和2024年，PS5也曾在部分地区提高售价。但是，此次涨价发生在美国总 统特朗普掀起的"关税战"浪潮中，受到市场普遍关注。 4月初以来，美国肆意加征所谓"对等关税"扰动全球市场。日本一些依赖硬件业务的游戏机制造商不可 避免地受到波及。 近日，游戏主机PlayStation 5（以下简称"PS5"）在部分地区提高价格，任天堂则推迟了新款主机Switch 2在美国的预购。 分析人士表示，游戏机制造商将产业链转移到美国的可能性微乎其微，其不仅要面对高昂投资、劳动力 成本飙升和供应链重构的难题，还要应对知识产权泄露的风险。 Switch 2在美预购推迟 4月13日，索尼方面宣布，提高PS5的价格。此次涨价涉及英国、欧洲、澳大利亚和新西兰等市场，涨 价措施在4月14日生效。 涨价后，PS5数字版欧洲地区的售价为499.99欧元，上涨50欧元，涨幅超11%。 "在高通胀和汇率波动等充满挑战的经济环境下，索尼互动娱乐做出了艰难的决定。"索尼方面并未在公 告中指明涨价的具体原因。 投大大数据研究院分析师胡怡文对《中国经营报》记者表示，在"关税战"风波中，日本受挫最重的产业 是汽车制造业。 4月 ...

Group 1 - Sony has increased the price of its flagship PlayStation 5 console in Europe, Australia, and New Zealand due to a challenging economic environment [1][2] - The PS5 Digital Edition price in Europe is now 499.99 euros ($569.9), up from 449.99 euros, while the U.K. price has risen to £429.99 from £389.99 [1] - There is no price increase for the PS5 with HD Blu-ray disk drive in Europe and the U.K., and the PS5 Pro model also remains unaffected by price hikes [2] Group 2 - Sony's decision to raise prices is attributed to high inflation and fluctuating exchange rates, amidst volatile global financial and currency markets [2] - Industry experts, such as Serkan Toto, predict that Sony may also raise PS5 prices in the U.S. in the future, as the current market conditions may limit user backlash [3] - This is not the first price increase for the PS5, as Sony previously raised prices in 2022 and again in Japan last year [3]

Core Viewpoint - Sony is expected to align its fundamentals with intrinsic value within three years, with an estimated intrinsic value of $105 billion or $17 per share, considering new tariff impacts [1] Group 1: Company Analysis - The current premium pricing of Sony's stock is acknowledged, but there is confidence in its ability to converge to intrinsic value [1] - The focus is on undervalued and growing companies, particularly those in early development stages [1] Group 2: Investment Strategy - The analysis emphasizes intrinsic value in equity research, suggesting a preference for companies that are undervalued and have growth potential [1]

后来，在美国法律的限制下，好莱坞大制片厂无法再继续垂直掌控电影的各个环节，于是他们开始进行横 向并购。经过几十年的发展，好莱坞的制片厂格局从当年的「5 大 3 小」，逐渐变成了由华纳兄弟、派拉 蒙、索尼、迪士尼和环球组成的好莱坞 5 大传统制片厂。除此之外， 随着流媒体的崛起，制片方式完全不 同的流媒体巨头奈飞，如今也被业内看作是好莱坞巨头之一。 2019 年，总部也设在好莱坞的奈飞，宣布正 式加入美国电影协会（MPAA），成为了协会里的第一位流媒体视频服务成员。 ▲ 好莱坞 5 大传统制片厂 | 图源：Backstage 可以说，在过去几十年里，好莱坞巨头们的命运一直紧密地联系在一起。而最近几年，他们也面临着同样 的挑战。2020 年，疫情重创全球电影产业。疫情结束后，2023 年又迎来了美国编剧工会和演员工会大罢 工，导致 2024 年的好莱坞新片供应不足。 在很多人心目中，好莱坞一直都被看作是美国乃至全球电影工业的代名词。甚至「好莱坞大片」也已经成 为了人们对于美国高水准、大制作电影的一种形容。但最初，好莱坞其实是美国加州的一个市，直到 1910 年，它和洛杉矶市合二为一，好莱坞也就因此成为了洛杉矶市的 ...