Group 1 - The core issue involves a gold pendant shaped like a carrot by Laomiao Gold, which has been accused of plagiarism from STAYREAL's IP "Momo Hu Hu Carrot" [3][4] - Laomiao Gold recently announced a formal collaboration with STAYREAL on August 24, but the controversial product was not part of this collaboration, leading to accusations of betrayal [5] - Following the backlash, Laomiao Gold issued an apology on August 26, explaining that the product was an internal design mistakenly listed by e-commerce staff, and they have since removed it from all platforms [5] Group 2 - Meituan announced plans to eliminate late delivery penalties for riders by the end of 2025, shifting from punitive measures to positive incentives [5][7] - The company has already begun trials in 22 cities to implement a system that rewards timely deliveries instead of penalizing delays [5][7] Group 3 - Cambrian Technology's stock price surged, briefly surpassing Kweichow Moutai to become the "king of A-shares," with a monthly increase of over 100% and a year-to-date increase exceeding 2500% [6][19] - Anta Group reported a revenue of 38.544 billion yuan for the first half of the year, a year-on-year increase of 14.3% [19] - Mixue Group achieved a revenue of 14.87 billion yuan in the first half of the year, reflecting a year-on-year growth of 39.3% [20]

Core Insights - The rapid evolution of artificial intelligence (AI) technology is transitioning from experimental exploration to value creation, leading to profound changes across various sectors of the economy and society [1] - The State Council has issued the "Opinions on Deepening the Implementation of the 'Artificial Intelligence+' Action," promoting dual empowerment of AI technology innovation and application development [1] Group 1: Confidence in Core Technology Breakthroughs - The issuance of the "Opinions" is timely for Shenzhen enterprises at the forefront of AI innovation, emphasizing support for AI chip innovation and ecosystem cultivation [5] - Companies like Yuntian Lifei and KunYun Technology express that the policy provides broad development space and support, enhancing confidence in technology research and market expansion [5][5] - The policy aligns with industry development needs, offering clear guidance for companies focused on embodied intelligence solutions, accelerating the integration of AI with the real economy [5] Group 2: Empowering Industry for Intelligent Upgrades - The integration of AI with various industries is expected to stimulate new development vitality, transforming AI from a mere tool to an essential infrastructure [7] - The agricultural sector is experiencing a deep integration with AI, promoting data openness and resource sharing, which will enhance technological applications in agriculture [7] - Companies specializing in AI visual communication and multimodal technology are set to benefit from the policy, which will accelerate the adoption of AI-generated content in creative and design fields [7] Group 3: Establishing AI Application Benchmarks - Shenzhen is actively positioning itself as a pioneer city for AI, launching nearly 200 "city + AI" application scenarios to create a comprehensive construction system covering public services, enterprise services, and urban operations [8] - The integration of AI technology with urban governance is exemplified by the development of national benchmark applications in various fields, enhancing efficiency and public satisfaction [8] - Continuous support for enterprises in Shenzhen aims to foster growth and innovation, contributing to economic dynamism and vitality [8]

什么是FP8？ FP8（8-bit Floating Point）即8位浮点数，是一种低精度数据格式。在AI大模型动辄千亿、 万亿参数的时代，算力瓶颈日益凸显。FP8的核心优势在于，相较于传统的FP16或BF16（16位浮点 数），它能将模型训练和推理过程中的内存占用和带宽需求减半，从而显著提升计算速度和能效 。这 被视为突破算力墙的关键技术之一。 UE8M0 FP8的特殊性：UE8M0是FP8的一种特定格式，其命名代表"无符号（Unsigned）、8位指数 （Exponent）、0位尾数（Mantissa）"。与英伟达主推的E4M3、E5M2等FP8格式不同，UE8M0牺牲了 尾数精度，换来了更广的数值表示范围和更简洁的硬件实现逻辑。有分析认为，这是一种为适配国产芯 片现有硬件逻辑、确保稳定运行的"折中方案"或"优化方案"，旨在通过软件层面的创新来弥补硬件上的 短板 。 2025年8月的A股市场，见证了一场科技股的极致狂欢。主角，是被称为"AI芯片第一股"的寒武纪 （SH688256）。8月22日，寒武纪股价强势封上涨停板，单日涨幅达20%，股价一举攀升至1243.2元， 总市值突破5200亿元大关，历史性 ...

以下文章来源于旧叔笔谈 ，作者旧叔笔谈 旧叔笔谈 . 一流数字营销专家（举世公认）；二流广告公司创始人（专业认证）；三流财经撰稿人（篇篇10W+)。约稿&公关推广案例&项目合作联络：jiushua 导语：市盈率4000倍的寒武纪，正在资本狂热和质疑漩涡中，推动中国科技股走向全新阶段。 8月24日，一份引发业界震动的分析报告把寒武纪推向风口浪尖，国际投行高盛将寒武纪的目标价推高至1835元，较此前目标价上调50%。 这个数字意味着，寒武纪市值有望接近7700亿元。甚至，在高盛的牛市假设中，寒武纪股价可能达到3934元，公司市值将飙升至1.64万亿，逼近 目前的A股市值之王贵州茅台，约为英伟达市值的5.3%。 值得注意的是，当前，寒武纪市值已超5800亿，是A股市场唯一一个股价超过千元的科技股。 高盛的乐观预测并非无的放矢，8月26日，寒武纪便用一份营收增长43倍的业绩报告再此震惊业界。 寒武纪最新发布的半年报显示，在截至2025年6月30日的报告期内，公司主营收入28.81亿元，同比上升4347.82%；归母净利润10.38亿元，同 比上升295.82%。 这一业绩表现远超市场预期，直接打破了长期以来市场对其" ...

本报记者 曹师韵 图一 图二 印度尼西亚政府2022年正式启动在东加里曼丹省建设新首都努山塔拉的计划，以缓解现首都雅加达的交 通拥堵、地面下沉、空气污染等问题，更好应对自然灾害风险，助推区域协调发展和经济转型。当前， 新首都建设已进入第二阶段。本报记者近日前往努山塔拉实地探访，探寻这座城市如何从蓝图一步步变 为现实。 新首都颇具规模—— 寄托民族团结的愿景 从东加里曼丹省东海岸的石油重镇巴厘巴板出发，车辆穿行热带雨林约两小时后，密林渐次退去，努山 塔拉这座现代化新城跃然眼前。穿过几栋白色办公楼，记者来到这座新城的"心脏地带"——中央政府核 心区(见图一，印尼新首都管理局供图)。地处正中央的是总统府，背后一座展翅欲飞的雄鹰雕塑巍然矗 立，与印尼国徽中的神鹰形象相呼应。 分布在总统府两侧的是政府部门办公楼，布局错落有致。不远处，一栋形似小鹰的白色建筑与周围地貌 相映成趣。"这是印尼央行总部大楼，造型精巧别致，很多游客都会在这栋楼前合影留念。"印尼新首都 管理局公共传播特别助理纳尔迪对记者说。 2024年9月起，努山塔拉正式对公众开放参观。根据新首都管理局的数据，今年3月27日至4月5日的公共 假期，6.4万人前往 ...

1、商务部在国新办新闻发布会上透露， 下个月，将出台扩大服务消费的若干政策措施， 统筹利用财政、金融等手段，优化提升服务供给能力，激发服务 消费新增量。另外， 商务部与有关部门共同研究制定了《关于促进服务出口的若干政策措施》，相关文件将于近期公开印发。 2、 上海发布加快推进城中村改造工作实施意见，将群众需求迫切、城市安全和社会治理隐患多的城中村优先纳入改造范围； 启动城中村改造应当征求村 民意愿，镇集体经济组织在合作改造中的首次持股比例原则上不低于10%。 3、 英伟达2026财年第二季度营收录得467亿美元，预期460亿美元。除此之外，该公司还批准额外600亿美元股票回购。 英伟达对第三财季营收给出了540 亿美元、上下浮动2%的平淡展望，而市场预期为534.6亿美元，这引发了市场对人工智能领域巨额支出增速放缓的担忧。此外，其在H20方面的逆风也为 其增添了不确定性。数据中心业务是英伟达的核心增长引擎，第二季度数据中心业务营收同比增长56%，达到411亿美元。目前云服务提供商正采购该公 司最新一代的Blackwell芯片，英伟达称，二季度Blackwell芯片销售额较一季度增长17%。英伟达美股盘后一度大 ...

Core Insights - The definition of "luxury cars" is evolving in China, with consumers increasingly valuing technological features and user experience over traditional metrics like price and brand recognition [3][6][8] - Chinese automotive brands are making significant strides into the luxury car market, offering high-end features that were once exclusive to imported luxury vehicles [5][7][10] Group 1: Changing Consumer Perceptions - Consumers are redefining luxury cars, focusing on features like air suspension, smart driving experiences, and comfort rather than just price [3][5][6] - The younger generation emphasizes technological sophistication, with features like voice interaction and seamless connectivity becoming key selling points [5][6] Group 2: Technological Advancements - Chinese automotive companies are innovating with high-end technologies such as air suspension, which has seen a price drop from 500,000 yuan to around 200,000 yuan due to local development [5][7] - The shift towards electric and smart vehicles is transforming cars into "large smart terminals," changing the criteria for luxury from price to functionality and experience [6][8] Group 3: Market Dynamics - In the market for vehicles priced above 300,000 yuan, Chinese brands are increasing their market share, with companies like NIO and Li Auto successfully targeting high-end consumers [7][8] - Data shows that in the first half of the year, Chinese brands sold 9.27 million passenger vehicles, a 25% increase year-on-year, capturing 68.5% of the market share [8][10] Group 4: International Expansion - Chinese luxury vehicles are gaining traction in international markets, with brands like NIO and BYD achieving significant sales in Europe and the Middle East [10][11] - Traditional luxury brands are facing challenges in China, with sales declines prompting them to accelerate their electric vehicle strategies and collaborate with local tech firms [11][12]

上证精选 ·商务部副部长盛秋平在国务院新闻办新闻发布会上表示，下个月，商务部还要出台扩大服务消费的若 干政策措施，统筹利用财政、金融等手段，优化提升服务供给能力，激发服务消费新增量。 ·商务部服贸司司长孔德军27日在国务院新闻办新闻发布会上表示，目前，商务部正持续跟踪跨境服务 贸易负面清单实施情况，会同相关部门和地方及时解决清单实施过程中遇到的堵点问题，持续做好负面 清单实施工作。未来，将对接国际高标准经贸规则，有序推进跨境服务贸易梯度开放，不断提升服务贸 易自由化、便利化水平。 ·8月27日，《上海市人民政府办公厅关于加快推进本市城中村改造工作的实施意见》（以下简称《实施 意见》）发布，明确将群众需求迫切、城市安全和社会治理隐患多的城中村优先纳入改造范围。在拓宽 融资渠道方面，《实施意见》提出支持银行业金融机构提供城中村改造贷款，积极吸引社会资金参与城 中村改造，探索发行企业债。 ·商务部副部长盛秋平在国务院新闻办新闻发布会上表示，下个月，商务部还要出台扩大服务消费的若 干政策措施，统筹利用财政、金融等手段，优化提升服务供给能力，激发服务消费新增量。 ·8月27日，《上海市人民政府办公厅关于加快推进本市城中 ...

Market Overview - US stock indices experienced slight gains, with the Dow Jones up 0.32%, S&P 500 up 0.24%, and Nasdaq up 0.21% [5] - Major tech stocks mostly rose, with Intel increasing over 2%, while Chinese concept stocks fell, with the Nasdaq Golden Dragon China Index down 2.58% [5] - International oil prices saw minor increases, with WTI crude oil rising 0.96% to $63.86 per barrel and Brent crude oil up 0.76% to $67.21 per barrel [7] Company Developments - Huawei launched three new AI SSD products, achieving the industry's largest single-disk capacity of up to 245 TB, aimed at enhancing AI business experiences [20] - Meituan reported Q2 revenue of 918 billion yuan, a year-on-year increase of 11.7%, but anticipates significant losses in its "core local business" for Q3 due to high competition [24] - Chipmaker Cambrian Technology's stock price surged, reaching a peak of 1464.98 yuan, surpassing Kweichow Moutai to become the new "stock king," with a staggering revenue increase of 4347.82% year-on-year [23] - Chery Automobile received approval for its IPO and the full circulation of its unlisted shares, aiming to raise funds and enhance market liquidity [25] Industry Insights - The Chinese government is promoting the development of the satellite communication industry, with plans to improve management systems and expand market applications by 2030 [11][12] - The Jiangsu Free Trade Zone's biopharmaceutical innovation plan aims for rapid growth and modernization of the industry by 2030, focusing on key areas like large molecule drugs and gene therapy [9] - The market for digital imaging services in Guizhou Province is seeing a shift towards bundled procurement, with a focus on service-oriented contracts [16] Financial Performance - Wuliangye reported a slight increase in revenue and net profit for the first half of 2025, with revenue at 527.71 billion yuan, up 4.19% year-on-year, marking the first single-digit growth in a decade [33]

Core Viewpoint - The release of the new generation of domestic commercial desktop operating systems and server operating systems, Galaxy Kirin V11, marks a significant advancement in China's operating system capabilities, showcasing strong market competitiveness and a shift from "usable" to "user-friendly" products [1][2]. Group 1: Domestic Operating Systems Development - The launch of Harmony OS computers by Huawei signifies a breakthrough in China's ability to develop self-controlled operating systems from the kernel level, with over 12 million terminals equipped with Harmony OS 5 [1][2]. - The global computer operating system market is highly concentrated, with Microsoft Windows and Apple operating systems holding nearly 90% market share, highlighting the challenges faced by China in establishing a self-controlled technology system [2]. - Experts emphasize the necessity of developing domestic operating systems to ensure information security and promote digital economic growth, with Harmony OS being a prime example of rapid development in less than a decade [2][7]. Group 2: Ecosystem and Software Development - The success of an operating system relies on a robust application ecosystem, with domestic operating systems like Galaxy Kirin and Harmony OS making significant strides in ecosystem development [4][5]. - The adaptation of popular software, such as WPS Office to Harmony OS, involves substantial technical migration, with approximately 40 million lines of code being ported to ensure compatibility [5][6]. - The growth of domestic operating systems is fostering innovation and functionality in domestic software, enabling a shift from mere compatibility to collaborative development within the ecosystem [6][7]. Group 3: Market Growth and Future Opportunities - The market for operating systems in China is expected to reach 25 billion yuan by 2025, indicating a growing demand for domestic solutions [6]. - The integration of new technologies, such as artificial intelligence, presents opportunities for domestic operating systems to leapfrog existing solutions and enhance user experience [6][7]. - The development of open-source software and communities is seen as a means to disrupt the current operating system market dynamics, providing a pathway for domestic systems to gain traction [7].