民营经济促进法创下多个"第一"：我国第一部专门关于民营经济发展的基础性法律，第一次将坚持"两 个毫不动摇"写入其中的法律，第一次明确了民营经济的法律地位。 根据法律规定，民营经济是社会主义市场经济的重要组成部分，是推进中国式现代化的生力军，是高质 量发展的重要基础，是推动我国全面建成社会主义现代化强国、实现中华民族伟大复兴的重要力量。促 进民营经济持续、健康、高质量发展，是国家长期坚持的重大方针政策。 民营经济促进法共9章78条，涉及企业公平竞争、投融资促进、科技创新、规范经营、服务保障、权益 保护等内容。从首次提出到完成立法，仅用不到18个月时间。 作为一部基础性法律，如此迅速地推出与当前背景有关。王振江表示，民营经济在我国国民经济和社会 发展中的地位、作用持续提升。截至3月底，全国登记在册民营企业超过5700万户，占企业总量的 92.3%。 尽快完成立法，"营造有利于包括民营经济在内的各种所有制经济共同发展的法治环境和社会氛围，坚 定不移办好自己的事，不断巩固中国经济企稳回升、长期向好态势，以高质量发展的确定性应对外部环 境急剧变化的不确定性。"王振江说。 法律的生命在于实施。司法部副部长王振江表示，民营 ...

Core Insights - The departure of Dai Zonghong, co-founder and CTO of Zero One Everything, marks a significant shift as he embarks on a new entrepreneurial venture supported by Innovation Works [2] - Zero One Everything has reported an overall revenue of several hundred million this year, indicating a strong financial performance despite recent challenges [2] - The AI Infra team, once a pride of Zero One Everything, faced setbacks in 2024, leading to a strategic pivot towards consumer and business AI applications [4] Group 1: Company Developments - Dai Zonghong was responsible for the AI Infra team, which focused on optimizing training efficiency and reducing costs, achieving a 40% reduction in training costs for the Yi-34B model [3] - The company has been adjusting its project focus based on market product-market fit (PMF), including encouraging independent financing for commercially viable projects [2] - Following the departure of key personnel, including co-founders and early core members, the company has seen a significant reduction in its technical talent pool [4] Group 2: Market Position and Challenges - Zero One Everything struggled to keep pace with the emerging MoE (Mixture of Experts) architecture, resulting in a delayed launch of its flagship model Yi-Lightning [4] - The competitive landscape has shifted, with companies like ByteDance and DeepSeek dominating the high-performance model market, limiting Yi-Lightning's market impact [4] - The company has shifted its business focus towards consumer AI search applications and business model solutions, indicating a strategic realignment in response to market pressures [4]

今天值得关注的国内外新闻有： 【宏观要闻】 商务部：中方愿同各国一道加强合作 促进跨境电商健康可持续发展 5月2日起美国正式取消对华小额包裹免税政策，一些国家的零售商近期调整甚至暂停了对美业务。对此 商务部新闻发言人表示，跨境电商直接满足了各国消费者个性化的需求，具有效率高、到货快、费用省 等独特的优势，近期美方取消对华小额免税政策，这将损害两国企业和消费者的利益，对此我们坚决反 对。我想强调的是，美方取消对华小额免税政策，改变不了跨境电商快速发展的势头，我们愿意同各国 一道加强合作，共同营造公平可预期的政策环境，促进跨境电商健康可持续发展。(央视新闻） 美联储主席：不打算先发制人地降息，将继续观望 北京时间5月8日凌晨，美联储最新的议息决议将联邦基金利率的目标区间维持在4.25%-4.5%不变，符合 市场预期。此前3月，美联储同样维持上述利率不变，去年，美联储累计降息100个基点。 在随后的新闻发布会上，美联储主席鲍威尔表示，由于当前通胀仍高于目标，美联储不打算先发制人地 降息。在看到更多数据前，美联储并不知道该对这些数据作何反应。鲍威尔表示，现在判断美联储双重 任务—高就业率和稳定物价—中的哪一项更重要还 ...

彭博资讯说，苹果的动作是为因应与Google长期的伙伴关系可能终止，同时代表了搜寻服务这个产业将 会快速出现的重大变化。 库伊告诉法院，苹果计划将新创公司的搜寻工具列入选单之内，供iPhone、iPad等苹果装置的使用者， 在Safari浏览器内可以选择自己偏好的搜寻。不过库伊并没有提及这些可能举措落实的时间表。 库伊也表示，苹果亦考虑增加中国AI公司DeepSeek的AI服务到，以及其他的一些选项到iPhone之中。 苹果一旦改向采用新的搜寻供应商，将威胁到Google与苹果每年约200亿美元的商业关系，目前双方这 样的关系，苹果iPhone和Safari浏览器预设的搜寻引擎是Google，为Google带来数亿使用者，助攻它的 广告事业。 库伊作证是司法部控告Google垄断搜寻市场胜利后，法庭要决定救济方案所进行的听证的一部分。焦点 放在苹果与Google一年200亿美元的合约，让Google成为苹果浏览器的预设搜寻。 库伊作证指出，AI打开Google在搜寻领域首次面对严峻竞争的大门。他说，「在AI出现之前，我的感 觉是其他的选择都不可靠」，「我认为现在的潜力要大得多，因为有新的参与者以不同的方式来解 ...

Group 1 - The core theme of the recent earnings reports from major semiconductor companies is uncertainty, primarily due to changes in U.S. tariff policies and export restrictions to China, leading to unclear product demand [1][3]. - AMD reported that despite exceeding first-quarter earnings expectations, it anticipates a loss of $1.5 billion by the end of the fiscal year due to restrictions on AI chip exports to China [3]. - Marvell postponed its investor day originally scheduled for June 10 to an unspecified date in 2026, citing the current uncertain macroeconomic environment, with its stock dropping 4.4% in pre-market trading [3][4]. Group 2 - Samsung indicated that demand fluctuations are expected to be significant due to tariff policy changes and macroeconomic uncertainty, making it difficult to predict the impact of tariffs and countermeasures on business [4]. - Analysts highlight that the semiconductor industry is facing complex demand signals and geopolitical headwinds, with Marvell's decision to delay its investor day adding to the uncertainty [4][5]. - NVIDIA's CEO stated that China could become a $50 billion AI market within two to three years, emphasizing the potential loss for U.S. companies if they cannot address the issue [5][6]. Group 3 - Chinese companies are increasing investments in self-developed technologies, with firms like Huawei and Alibaba aiming to create competitive products against companies like NVIDIA [7]. - The competitive landscape is intensifying, as U.S. companies must recognize that they are not the only players in the race for AI technology [7].

Group 1 - The core viewpoint of the article emphasizes the need for investors to adapt to the rapidly changing landscape of 2025, focusing on long-term investment strategies amidst uncertainty [2] - The investment philosophy of the company is to find "certainty cuts" in uncertainty, leveraging long-termism to hedge against short-term fluctuations [3][22] - The company has invested in over 600 enterprises, focusing on the integration of "people, events, time, and value" in its investment logic [3][22] Group 2 - The success of DeepSeek is attributed to the resonance between technological iteration and scene demand, highlighting the importance of focusing on specific verticals rather than general models [4][5] - The company is shifting its focus from general AI models to application-based companies that can encapsulate large model capabilities into SaaS tools and niche models trained with industry data [6] - The company emphasizes the need for local governments to move away from "policy following" thinking and instead foster an ecosystem that supports innovation and collaboration [7] Group 3 - The company identifies three key traits in young entrepreneurs: obsessive focus, technical originality from 0 to 1, and rapid error correction ability [8] - The company sees high certainty in three sectors for 2025: AI in the real economy, synthetic biology, and the silver economy [9] - The company advises entrepreneurs to focus on single-point breakthroughs, bind to industry chains, and prioritize cash flow management [10][11] Group 4 - The company is restructuring its fundraising strategy, with government-guided funds now accounting for over 70% of its LP structure, aiming for precise matching with strong industrial cities [12] - The exit strategy is evolving from "betting on IPOs" to a more diversified approach, including mergers and acquisitions [13][14] - The company predicts a strong year for hard tech IPOs, with over 10 companies in semiconductor, AI, and biomedicine expected to reach a market value of over 10 billion [25] Group 5 - The company believes that consumer investment is diversifying, focusing on new domestic products and aging population needs [17] - The company sees structural opportunities in cross-border investments, particularly in Southeast Asia and the Middle East [25][20] - The investment logic of the company is centered around identifying "unicorn" companies with high growth potential and ensuring exit strategies are in place [22]

2022年12月OpenAI横空出世，似乎将我们带进了一个前所未有的"AI时代"。 今年初，DeepSeek这匹黑马，更是让我们开始深度拥抱AI。 最近两三年，AI技术几乎是以每周的速度迭代，它现在可以帮助我们生成内容、生成图片、生成视频，几乎只有我们想不到的问题，而没有它做不到的 事情。 那么，AI到底带来了哪些价值？未来3到5年，人工智能会发展到什么程度？对我们的工作和生活带来哪些根本性的改变？ 阿里巴巴集团前总参谋长曾鸣认为，在AI时代，人工智能正以前所未有的速度颠覆商业世界，它不仅改变了工作方式，还在重塑企业的组织结构。 今天，我们汇总了曾鸣关于AI时代的智能经济和组织的一些思考，希望对你有所启发。 一、未来5到8年，智能体会怎样发展 智能经济和智能组织一个宏观一个微观互为背景，所以我没法把它拆开讲，因为那样的话就讲不清楚。 首先是想跟大家讲一下现在的AI公司都在干嘛，因为他们在干什么，代表了未来的10年我们会受到什么样的技术冲击。 过去的春节由于deepseek的火爆出圈。大家对于大模型是做什么已经非常清楚了，就是AI变得越来越聪明。 大家通过跟这个对话机器人的这些互动，可能已经感受到了这种智力上的 ...

Group 1 - The core idea emphasizes the importance of a solid foundation for successful entrepreneurship and growth, suggesting that all impressive achievements stem from deep-rooted efforts [1][3][4] - The example of the Xiong'an New Area illustrates that thorough planning and groundwork are essential before construction can begin, highlighting the need for meticulous preparation to ensure future success [2][3] - The narrative contrasts different approaches to business, noting that those who rush for quick results often fail, while those who take the time to build a strong foundation can achieve sustainable growth [3][4] Group 2 - The story of Zhang Guifang in Sanjia Village demonstrates how overcoming initial challenges and building trust with the community can lead to significant achievements, reinforcing the idea that perseverance and groundwork are crucial for success [4] - The metaphor of planting trees in sandy soil serves as a reminder that consistent effort and attention to detail are necessary for long-term growth and stability [1][4] - The article concludes with the notion that enduring challenges and focusing on foundational work will ultimately lead to fruitful outcomes, akin to a flourishing forest emerging from a barren landscape [4]

市场消息：苹果(AAPL.O)公司考虑了Anthropic、DeepSeek、Grok和Perplexity这几家人工智能公司。 ...

Core Insights - Tencent's technical team has optimized the DeepEP communication framework, achieving significant performance improvements across various network environments, with a 100% performance increase in RoCE networks and a 30% increase in IB networks, enhancing AI large model training efficiency [1][2] Group 1: Technical Enhancements - The optimization involved replacing IBRC with IBGDA and utilizing distinct Queue Pairs (QPs) per channel for parallel data transmission, which improved the robustness and communication performance of the normal kernels [1] - The algorithm bandwidth for the optimized framework reached 58 GB/s in RDMA scenarios, with physical bandwidth calculated at 43.5 GB/s [1] Group 2: Industry Impact - Since the open-sourcing of DeepSeek, including DeepEP, in February, the framework has demonstrated a 300% increase in communication efficiency, addressing the dependency on NVIDIA NCCL for MoE architecture large models [2] - The optimizations have been successfully applied in Tencent's mixed Yuan model projects, showcasing excellent versatility in high-performance environments built with Tencent's Starry Network and H20 servers [2]