四川江油警方通报"一未成年人在校外被殴打"：全部涉案人员均已到案。 来源：江油公安 重大利好，刚刚公告！彻底沸腾，暴涨！ A股突发！集体异动，发生了什么？ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 F 责编：罗晓霞 校对：冉燕青 百万用户都在看 突发！俄罗斯，遭袭！ 重罚！窃取华为芯片技术！14人被判刑，罚款超千万 ...

Core Insights - The report highlights the strong performance of 京沪高铁 (Beijing-Shanghai High-Speed Railway) with a total revenue of 42.157 billion yuan in 2024, representing a year-on-year growth of 3.62%, and a net profit of 12.768 billion yuan, up 10.59% year-on-year, indicating resilience during the post-pandemic recovery phase [3][14][15] - The report emphasizes the emergence of国产算力 (domestic computing power) as a significant driver in the AI industry, with华为 (Huawei) showcasing its昇腾 384超节点 (Ascend 384 super node) at the WAIC 2025, which is the largest in the industry and demonstrates a shift from chip-centric to system-level optimization [6][8][10] Group 1: Communication Industry - The report discusses the role of major telecom operators like中国移动 (China Mobile), 中国电信 (China Telecom), and 中国联通 (China Unicom) in the AI landscape, showcasing their transformation into AI infrastructure providers and industry enablers, which injects strong momentum into the digital transformation of the economy [10][11] - The operators are investing heavily in computing infrastructure, with China Mobile planning to invest 37.3 billion yuan in computing power, while both China Telecom and China Unicom are increasing their investments by over 20% year-on-year [13] Group 2: Transportation Industry - The京沪高铁 is recognized as a landmark project in China's high-speed rail network, having transported over 1.6 billion passengers since its opening, with a business model that relies on entrusted transportation management [15][16] - The report notes that the high-speed rail industry is expected to see over 3.2 billion passengers in 2024, with the increasing preference for high-speed rail as a travel option among the public [15][16] Group 3: Key Factors Influencing Growth - For the京沪高铁, factors such as a market-oriented pricing mechanism, strong economic support from the surrounding provinces, and advancements in train technology are identified as critical to sustaining growth [16] - In the domestic computing power sector, the increasing demand for controllable AI infrastructure due to high-end chip shortages and export restrictions is driving the growth of国产算力, with significant investments from major tech companies like阿里巴巴 (Alibaba) and腾讯 (Tencent) [8][10]

1.大疆首款全景相机Osmo 360镜头起雾！影石创始人回应：大疆的起雾只是个例 2.理想回应"碰撞测试"：与乘龙非直接竞争关系，其卷入舆论争议属无心之举 3."高管内外勾结骗取侨商钱财"？格力电器：文章不实，已报案！ 4. 硅基智能疑似回应全员裁员争议：目前有稳定的产研与销售团队 5. 吉利智驾大整合：极氪1300人智驾团队整体并入千里科技，smart也调岗 6. 尊湃剽窃华为芯片技术遭重罚！前海思14名员工获刑，被罚1350万元 要闻提示 NEWS REMIND 7.TikTok 合并核心产品与信任安全团队，应对美国市场不确定性 8.Intel人事大洗牌！晶圆代工3位高层将同步退休 今日头条 HEADLINE NEWS 大疆首款全景相机Osmo 360镜头起雾！影石创始人回应：大疆的起雾只是个例 8月3日消息，日前，大疆发布旗下首款全景相机Osmo 360，售价2999元起。产品发售后，网友"毛毛爱 拍照"在社交平台发文，称自己购买的大疆Osmo 360存在镜头起雾问题。该网友表示，"8K 50帧录制了 14-15分钟，车内架在前挡风玻璃上，然后发现起雾了。" 对此，DJI大疆技术支持官方账号回应称，Os ...

今年3月，一条《兵马俑出逃》AI创意短视频在社交平台播放量突破百万。视频中，依托数字技术"苏醒"的兵 马俑，以市民身份"穿越"到现代西安街头，体验都市生活，向观众传递着古今交融的独特魅力。 七月三十日，市民游客在沉浸式体验《帝国密码——秦始皇陵》XR项目。 在西安芙蓉新天地——数字娱乐综合体，VR技术正成为游客探索世界的新窗口。戴上VR眼镜，游客瞬间置 身巴黎圣母院的穹顶之下。 科技赋能的互动体验还在不断升级。7月29日，备受期待的《帝国密码——秦始皇陵》XR大空间沉浸式体验 项目启动试运营。游客步入特定空间，即可与经过数字技术精准还原、身姿灵动的"百戏俑"相遇，在虚实交织的 场景中，亲身参与一场跨越千年的"杂技互动秀"。 科技何以赋予历史如此灵动的"生命"？ "咔嚓！"7月30日，在长安十二时辰主题街区，来自广东的游客陈琳站在AI换装镜前，轻点屏幕，一身素色现 代装瞬间幻化为齐胸襦裙，背景自动切换至盛唐宫阙。2秒后，16张专属古风写真生成完毕。"不租衣饰，也能梦 回盛唐！"陈琳难掩兴奋。 这面看似普通的镜子，背后藏着陕文投与华为共建的文旅人工智能联合创新中心孕育的"黑科技"。借助AI智 能算法，它化身"魔术 ...

近日，在浙江省杭州高新区（滨江）人工智能产业创新高地建设推进大会上，星海图、杭州市数据集团、华为、阿里 云、传化智联等生态企业共同启动杭州具身智能应用中试基地，推进"数据—算力—模型"一体化发展，以政策赋能与 平台支撑双轮驱动，加速抢占人工智能产业制高点。 "今年上半年，全中国智能机器人相关行业，无论是整机厂商，还是零部件厂商，增长速度会非常非常快，我个人感 觉，平均达到50%到100%的增长。" 王兴兴透露，自2024年起行业日均新增一款机器人产品，中国制造优势显著，市面上卖的比较多的机器人，绝大部分 是中国品牌。 其中， 宇树科技CEO王兴兴获颁首席科学家聘书。 据介绍，杭州具身智能应用中试基地将依托杭州具身智能中试基地科技有限公司，建设能力供给中心、模型训练中 心、场景验证中心、测试认证中心，形成"算力+数据+模型+场景应用"新质生产力，打造具有全国示范效应的具身智能 全体系全链条高地。 在政策支持上，杭州高新区将在数据要素方面，最高给予企业年度基础设施使用费用50%补助，每年安排5000万元"语 料券"，鼓励数据赋能人工智能大模型研发应用。在算力要素方面，每年安排最高1亿元"算力券"，给予算力使用费用 ...

展望8月，主流券商普遍预判市场或呈现"先抑后扬"格局，中上旬震荡整固，下旬有望重拾升势并挑战 新高。支撑逻辑在于：经济弱复苏、政策定力延续叠加流动性宽松；增量资金（融资、私募、ETF）持 续流入态势未改；财报季下，经营现金流改善的龙头公司及高景气赛道更受青睐。 配置上，共识聚焦"哑铃策略"：一手抓业绩确定性强、自由现金流改善的"质量成长"（如沪深300/500 质量成长）；另一手围绕AI（应用/硬件）、军贸、半导体自主可控、创新药等科技成长赛道。 短期需警惕中美关税展期谈判（8月12日）及中报业绩扰动，中长期则关注"十五五"规划预期升温带来 的新动能。建议投资者把握结构性机会，均衡布局。 招商证券：先抑后扬，蓄力新高 大势研判和核心逻辑：展望 8 月，市场可能会呈现指数在 8 月中上旬呈现震荡的格局，在 8 月中下旬重 新回归此前的上行趋势，并可能继续创新高。从目前基本面的趋势来看，上半年整体保持了总需求回升 的态势，目前来看，经济仍然呈现政府支出发力，出口尚可，地产和投资承压的局面。7 月政治会议基 调积极，偏重中长期部署，增量信息有限但符合预期。按照目前的经济形势，二季度上市公司财报仍将 呈现经营性现金流 ...

作者 | Neob0dy 来源 | https://zhuanlan.zhihu.com/p/19295746738 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 自动驾驶感知算法工程师-动态目标感知预测方向 JD - 感知算法工程师 动态目标感知 我们是卓驭算法团队，在这里，你将会处理海量的自动驾驶数据，搭建自动化的真值标注系统，设计并落地最前 沿的AI和视觉技术。你的算法和代码将部署在百万台量产车上运行。你将参与到以下工作中： JD写得很模糊，面试之后才知道是做障碍物和语义目标识别追踪（运动状态估计）、意图预测的。目前和DJI藕 断丝连，面试前要做一模一样的性格测评还有找规律题目。一开始投的是SLAM，面试官说看到有深度学习的经 验，被转到这个岗。 一面 自我介绍，讲项目。面试官应该不是做slam是做BEV的，所以听我一席话如听一席话，转而问参加机器人比赛的 时候设计的目标检测网络和关键点检测相关的内容，问是否了解现在自动驾驶用的视觉模型，occupancy network，讲讲大概的原理。能不能说下transformer为什么有效，多头自注意力模型 ...

AI时代的手机，都需要加装风扇了？ 最近OPPO K13 Turbo系列"自带风扇"的主动散热系统，格外显眼。据OPPO官方数据显示，OPPO K13 Turbo系列首销单日激活量较上代提升380%。 在天气愈加炎热和手机性能需求不断飙升的情况下，OPPO K13 Turbo系列选择将"自带风扇"应用于中低端市场，或许只是OPPO的一次试水。但单日激活 量较上代的巨大提升，一定程度也在印证了主动散热风扇方案的市场可行性。 而于OPPO而言，在宣告放弃自研芯片以及自身在国内手机市场份额不断下降的背景之下，不断加码押注AI以及血战中低端市场，能否重新拉回来流失的 手机用户们？ AI手机，都需要主动散热了？ 早在2019年，努比亚红魔3首创手机内置风扇，实现了主动散热，作为当时一款定位游戏机的手机，红魔3当时足够亮眼。 但此后，内置风扇主动散热，多年来都被各大手机厂商看不上或者"雪藏"。 主要原因在于，首先要在手机"挖"出大块空间，这对"寸土寸金"的手机内部设计着实不易。其次，防尘防水认证难通过，因为内置风扇主动散热必须要预 留进风口和出风口；再就是，风扇的加入或将会让手机变厚，维修本身也是个问题。 从目前的一些测 ...

Core Insights - Zhiji Automobile officially announced its entry into the range-extended vehicle market with the launch of its "Star" super range extension technology, featuring over 450 km of pure electric range and a low fuel consumption of 5.32L per 100 km [1][2] - The first range-extended model, the new generation Zhiji LS6, will begin pre-sales on August 15, while the flagship SUV Zhiji LS9 is set to debut in the fourth quarter [1][4] - The company aims to address consumer concerns about range anxiety by promoting its vehicles as a new category of electric cars equipped with supercharging capabilities [1][2] Product Features - The "Star" super range extension technology includes a 66 kWh battery developed in collaboration with CATL, providing a range equivalent to three Tesla Model Ys [2] - The vehicle's fuel consumption is reported at 5.32L per 100 km when the battery is depleted, and 2.07L per 100 km for combined fuel consumption [2] - The AI energy management system allows for intelligent switching between electric and fuel modes, enhancing the user experience [2] Market Context - Zhiji Automobile faces challenges as it enters a competitive market, with a reported sales decline of 14.67% year-on-year, totaling 19,158 units in the first half of the year [6] - The company has set a sales target of 65,503 units for 2024, aiming for a 50% increase in 2025, which would require significant growth from current performance [6] - The range-extended vehicle market is becoming increasingly crowded, with competitors like Huawei's "Shangjie" brand also launching similar models [6][9] Competitive Landscape - The range-extended vehicle segment is projected to see a 78.7% year-on-year increase in sales, with a total of 1.167 million units expected in 2024 [9] - The market share for range-extended vehicles has shown signs of decline, with a 9.8% share in the first half of the year [9] - Major players, including Xiaomi and XPeng, are also planning to introduce range-extended models, intensifying competition in the market [9]

Core Viewpoint - The article discusses the intense competition and challenges within the Chinese automotive industry in July 2025, highlighting various industry leaders' statements and actions that reflect the sector's collective anxiety regarding transformation and market dynamics [5]. Group 1: NIO's Financial Transparency and Strategy - NIO's CEO Li Bin addressed the company's cumulative losses exceeding 100 billion RMB, emphasizing that the financial reports are transparent and clean, with losses primarily attributed to R&D and charging infrastructure investments [8][9]. - Li Bin compared NIO's financial approach to household renovations, stating that the company fully expenses R&D costs rather than amortizing them over time, which contributes to the perception of high losses [9][12]. - He criticized the industry's trend of increasing vehicle weight due to larger batteries, arguing that heavier vehicles cause more damage to roads and pose safety challenges [12][13]. Group 2: Huawei's Marketing Reflection - Huawei's executive Yu Chengdong clarified a misunderstanding regarding a "driving while sleeping" incident, using the opportunity to reflect on the company's marketing shortcomings and the need for better communication of product features [15][16]. Group 3: Great Wall's Recruitment Initiative - Great Wall's Chairman Wei Jianjun launched a "35+ recruitment campaign," promoting the idea that being over 35 is not a career dead-end but a new beginning, aiming to combat age-related anxiety in the workforce [19][20]. - This initiative reflects a broader recognition of the value of experienced employees in the automotive industry's transformation [19]. Group 4: Industry Warnings and Concerns - Bosch's executive Wu Yongqiao warned that offering high-level intelligent driving features for free could lead to a disaster for the industry, as it undermines the financial viability of R&D investments [36][37]. - He highlighted the contradiction of declining profits amidst rising revenues, urging the industry to adopt sustainable business models that allow for the recovery of R&D costs [37][38]. Group 5: Chery's Candidness on Industry Practices - Chery's Chairman Yin Tongyue openly discussed the company's cautious approach to technology and market competition, criticizing the industry's price wars and advocating for a more dignified international presence [25][26]. - He emphasized the importance of maintaining a positive image for Chinese automotive brands abroad and avoiding destructive competition [26][27]. Group 6: New Developments in the Automotive Sector - The establishment of the new China Chang'an Automobile Group marks a significant development in the industry, with ambitions to achieve a production and sales scale of 5 million vehicles by 2030, focusing on electric vehicles [40][41]. - The new entity aims to leverage its substantial resources and capabilities to become a top global automotive brand [41].