此外，5月28日晚，小鹏MONA M03 Max版正式上市，根据续航分为两个版本，其中续航502km的版本 售价为12.98万元，600km续航的版本售价为13.98万元。另外，小鹏MONA M03还推出了515长续航Plus 版售价11.98万元，以及620超长续航Plus版售价12.98万元。据小鹏汽车官方微博披露，小鹏MONA M03 加推Max、Plus新版型，上市1小时大定12566台，超过去年上市同期，其中Max版订单占比83%。 5月29日，港股三大指数持续走高，恒生科技指数午后一度涨超2.5%。盘面上，科网股普涨，生物技术 股大涨，中资券商股普涨。主流ETF方面，恒生科技指数ETF（513180）跟随指数强势上扬，小鹏汽 车、美团、同程旅行、舜宇光学科技、金蝶国际等持仓股涨幅居前，其中小鹏汽车午后一度涨近7%。 消息面上，近日DeepSeek在官方交流群中公布，DeepSeek R1模型已完成小版本试升级。用户可在官方 网页、APP、小程序测试（打开深度思考），API接口和使用方式保持不变。DeepSeek在开源社区 Hugging Face也开源了新版R1模型（R1-0528）。目前，市场在 ...

Core Viewpoint - The recent upgrade of the DeepSeek R1 model, specifically the release of DeepSeek-R1-0528, has significantly improved its coding capabilities, making it competitive with OpenAI's o3-high model [1]. Group 1: Model Performance - The DeepSeek-R1-0528 model has shown remarkable improvements in code execution and generation, achieving performance levels comparable to leading models in the Live CodeBench testing platform [1]. - In the current leaderboard, DeepSeek-R1-0528 ranks fourth with a Pass@1 score of 73.1, indicating its strong performance in coding tasks [4]. Group 2: Developer Feedback - Developers have expressed that the upgrade represents a significant victory for open-source initiatives, highlighting the model's enhanced writing capabilities and more natural output [6]. - Testing by developers has shown that the new model performs better in specific tasks, such as text recall within a 32K context, although performance declines in a 60K context [6]. Group 3: Future Expectations - There is anticipation for the next version, R2, with developers hoping for improvements in context length and multimodal capabilities, which are crucial for practical applications [7]. - The industry speculates that DeepSeek's approach to versioning may differ from competitors, focusing on training data adjustments rather than structural updates [7].

Group 1 - A-shares indices opened high and showed strong performance in computing power concepts, with the Computer ETF (159998) rising by 2.36% and trading volume exceeding 500 million yuan [1][2] - The Computer ETF (159998) has seen a continuous net inflow of funds for 9 days, accumulating over 125 million yuan, and its latest scale reached 2.791 billion yuan, making it the largest ETF in its category [2] - The Computer ETF tracks the CSI Computer Index, which includes stocks from companies involved in information technology services, application software, system software, and computer hardware, with top holdings including Hikvision and iFlytek [2] Group 2 - Nvidia reported a 69% year-on-year revenue growth in its first fiscal quarter, reaching 44.1 billion USD, exceeding market expectations [3] - The U.S. International Trade Court blocked President Trump's tariff policy, which could impact the semiconductor market dynamics [3] - Domestic chip manufacturers are accelerating breakthroughs in performance and capacity, indicating significant potential for domestic AI chip market growth [3][4] Group 3 - Domestic and international computing power demand is expected to resonate positively, with infrastructure demand remaining strong, particularly for domestic computing power and the entire AIDC industry chain [4]

Core Insights - DeepSeek has released a minor version upgrade of its R1 model, named DeepSeek-R1-0528, which has shown significant improvements in coding capabilities, nearly matching the performance of OpenAI's o3-high model [1][5] - Developers have noted enhancements in writing tasks, with outputs appearing more natural and better formatted compared to previous versions [7] - The model's performance in context recall has improved for contexts up to 32K, although there is a decline in performance for 60K contexts [7][8] Performance Metrics - In the Live CodeBench testing platform, DeepSeek-R1-0528 achieved a Pass@1 score of 73.1, ranking fourth among various models [3] - The top three models in the same test were 04-Mini (High) with 80.2, 03 (High) with 75.8, and 04-Mini (Medium) with 74.2 [3] Developer Feedback - Developers have expressed that the upgrade represents a significant victory for open-source initiatives [4] - Some developers have conducted personal tests comparing DeepSeek-R1 with Claude-4, finding R1 superior in certain aspects, such as the visual effects of a simulated collision [5] - There is anticipation for the next major version, R2, with hopes for improvements in context length and multimodal capabilities [8]

Market Summary - Major US indices experienced declines, with the Dow Jones Industrial Average down by 244.95 points (-0.58%) to 42098.7, and the Nasdaq down by 98.22 points (-0.51%) to 19100.94 [2] - European indices also fell, with the Euro Stoxx 50 down by 37.06 points (-0.68%) to 5378.39 and the German DAX down by 188.3 points (-0.78%) to 24038.19 [2] - Asian markets showed mixed results, with the Hang Seng Index down by 123.68 points (-0.53%) to 23258.31, while the Korean KOSPI rose by 32.93 points (1.25%) to 2670.15 [2] Legal and Regulatory Developments - The US International Trade Court blocked President Trump's tariff policy announced on April 2, ruling that the president overstepped his authority by imposing comprehensive tariffs on countries exporting more than they import [3] - The lawsuit was initiated by the Freedom Justice Center on behalf of five affected small businesses, marking a significant legal challenge to Trump's tariff policies [3] Visa and Immigration Policies - The US State Department announced plans to revoke visas for Chinese students, particularly those studying in key fields, and will enhance scrutiny on all visa applications from China and Hong Kong [4] - The announcement was confirmed by Secretary of State Rubio, although specific details regarding affected fields and the number of students were not provided [4] Education Sector Pressures - President Trump pressured Harvard University to limit its foreign student population to 15%, citing that approximately 31% of its students are international [5] - The US government has recently taken measures against Harvard, including revoking its eligibility for the Student and Exchange Visitor Program [5] Federal Reserve Insights - The Federal Reserve's meeting minutes indicated a cautious approach to interest rate cuts due to increased economic uncertainty, particularly regarding the impacts of Trump's tariff policies [6] - Officials expressed concerns about potential inflation and rising unemployment rates in the coming months [6] NATO Military Expansion - NATO plans to increase its target for combat brigades from approximately 80 to between 120 and 130, potentially adding up to 350,000 soldiers [7] - The alliance will also propose raising defense spending targets from 2% to 5% of GDP, with specific allocations for defense and broader security-related expenditures [7] Nvidia Financial Performance - Nvidia reported Q1 revenue of $44.1 billion, a 69% year-over-year increase, surpassing market expectations of $43.1 billion [8] - The company's net profit was $18.775 billion, slightly below the expected $20.767 billion, while data center revenue grew by 73% to $39.1 billion [8] - Nvidia anticipates Q2 revenue to fluctuate around $45 billion, with analysts predicting $45.5 billion [8] OpenAI IPO Plans - OpenAI's CFO indicated that the company's restructuring is paving the way for a potential IPO, contingent on market conditions and the company's readiness [9] - The structure of the public benefit corporation allows OpenAI to pursue an IPO if desired [9]

Core Viewpoint - DeepSeek has released a significant update with version R1-0528, which is comparable to leading models like OpenAI's o3-high, indicating a major advancement in capabilities [1][10]. Group 1: Model Performance - The new R1 model can solve complex numerical problems that challenge top models such as o3, Gemini 2.5 pro, and Claude 4 [4]. - The model has shown improved reasoning abilities, allowing for deeper analysis similar to Google's models [10]. - In practical tests, the R1 model demonstrated enhanced programming skills and could generate executable solutions in a shorter time frame [17][20]. Group 2: Features and Improvements - The R1 model has improved writing tasks, producing more natural and better-formatted outputs [10]. - It can think for extended periods, with a maximum contemplation time of 30-60 minutes per task [10]. - The model's unique reasoning style is characterized by being quick yet thoughtful, and it considers the interest level of the answers for the user [14] [15]. Group 3: Community and Open Source Impact - The release of R1-0528 is seen as a significant victory for open-source AI, as it competes effectively with closed-source models [31]. - The community has actively engaged with the new model, sharing insights and testing results, which highlights the collaborative nature of open-source development [9][28].

1.据新华社消息，中共中央政治局委员、国务院副总理何立峰在人民大会堂会见美国摩根士丹利联席总 裁丹.辛克维兹。何立峰表示，中国坚持以高水平开放推动高质量发展，将为中国和全球经济激发活 力、增添动力，欢迎摩根士丹利在内的更多美资金融机构和长期资本持续深化对华互利合作，积极参与 中国资本市场建设发展。 2.外交部发言人在答记者问时表示，为了进一步便利中外人员往来，中方决定扩大免签国家范围，自 2025年6月9日至2026年6月8日，对沙特、阿曼、科威特、巴林持普通护照人员试行免签政策，上述四国 持普通护照人员来华经商、旅游观光、探亲访友、交流、访问、过境不超过30天可以免办签证入境。加 上2018年全面互免签证的海合会成员国阿联酋和卡塔尔，中方已经实现对海合会国家免签全覆盖。 3.证券时报网：保险资金长期投资改革试点出现"新力量"。与前两批试点多为大型险企不同，第三批试 点参与机构有望新增多家中小保险公司。参与试点的险资机构在数量和类型上实现新突破的同时，险资 参与试点的模式也将有所创新。金融监管总局局长李云泽日前表示，将进一步扩大保险资金长期投资的 试点范围，近期拟批复600亿元，为市场注入更多的增量资金。这宣 ...

Core Viewpoint - DeepSeek has released an updated version of its R1 model, enhancing its capabilities in semantic understanding, complex logical reasoning, and long text processing stability, amidst escalating competition in the AI sector [1][2]. Group 1: Model Enhancements - The R1 model has significantly improved its understanding capabilities, with user feedback indicating a notable increase in performance, particularly in activating parameters and presenting key information logically [3]. - Programming capabilities have also seen a substantial upgrade, with users reporting the ability to generate over 1000 lines of code without bugs [4]. - The R1 model is now considered competitive with Claude 4, a leading programming model [5]. Group 2: Previous Model Performance - Earlier this year, DeepSeek released the DeepSeek-V3-0324 model, which outperformed Claude-3.7-Sonnet in various assessments, particularly in mathematics and coding tasks, and was noted for its strong performance in reasoning tasks despite being a non-reasoning model [6]. - The cost-effectiveness of the R1 model is highlighted, being priced at only 1/11 of Claude-3.7-Sonnet and 1/277 of GPT-4.5, while also being open-source and free for commercial use [7]. Group 3: Market Impact - The emergence of the R1 model has led to a decline in global tech stocks, as investors question the necessity of significant investments by companies like Microsoft in developing advanced AI models and services [8]. Group 4: Future Developments - There is ongoing speculation regarding the release of the R2 model, which is expected to enhance code generation capabilities and reasoning in multiple languages. Initial plans for its release were set for early May [9]. - The R2 model is anticipated to utilize a more advanced mixture of experts model, with a total parameter count projected to reach 1.2 trillion, significantly reducing reasoning costs compared to GPT-4 [10]. - Despite the speculation, DeepSeek has not officially confirmed any details regarding the R2 model's release timeline [11].

Group 1 - The core viewpoint of the article is that the rumors regarding the financial issues of BYD's dealer group in Shandong are unfounded, as confirmed by BYD itself [2] - BYD stated that the dealer group, Jinan Qiancheng Automobile Trading Co., faced financial difficulties due to reckless expansion and leveraged operations, leading to a cash flow crisis [2] - BYD is providing support to the dealer group to help manage customer and employee-related issues [2] Group 2 - As of May 28, BYD's A-share price closed at 362.88 yuan per share, with a decline of 2.56%, resulting in a total market capitalization of 1.12 trillion yuan [3]

Group 1 - DeepSeek-R1 model has completed a minor version upgrade and is available for testing on official platforms [16] - China Ping An Group appointed Wang Xin as the Party Committee member and Secretary of Ping An Trust, with plans for him to become Chairman pending qualification approval [11] - Shanghai Lego Resort announced ticket and hotel sales starting May 28, with the first-day ticket price set at 549 yuan for standard tickets and 439 yuan for children and seniors [8] Group 2 - From January to April 2025, state-owned enterprises in China reported total operating income unchanged from the previous year, while total profit decreased by 1.7% [3] - The State Administration for Market Regulation is drafting regulations for quality safety supervision of key industrial products sold online, encouraging e-commerce platforms to conduct self-inspections [3] - The Ministry of Industry and Information Technology aims for over 85% of key processes in the electronic information manufacturing industry to be numerically controlled by 2027 [3] Group 3 - In April 2025, China issued new local government bonds totaling 693.3 billion yuan, including 140.7 billion yuan in general bonds and 552.6 billion yuan in special bonds [4] - The National Development Bank issued over 400 billion yuan in loans to provinces along the Yangtze River Economic Belt from January to April 2025, focusing on ecological governance and infrastructure [4] - The National Medical Insurance Administration found potential violations in retail pharmacies regarding the use of pharmacist information, affecting nearly 24 provinces and thousands of pharmacies [5] Group 4 - The International Robotics Skills Competition will be held in Shanghai, focusing on the application of robotics in industrial and household settings [6] - 14 listed companies have launched shareholder benefit activities this year, enhancing investor relations through product giveaways and discounts [6] - Guotai Junan Securities approved a capital increase of 1.5 billion yuan for Guotai Junan Futures to support its net capital [7] Group 5 - Yuao Co. plans to acquire 100% of Shenzhen Shangyangtong Technology Co., Ltd. for 1.58 billion yuan, pending shareholder and regulatory approvals [8] - Jiaying Pharmaceutical is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [8] - ByteDance announced a ban on third-party AI development software within its company, opting for its own AI programming tool, Trae [12]