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苹果、华为等推动手机无卡化
财联社· 2025-08-08 02:10
以下文章来源于财联社AI daily ,作者黄心怡 财联社AI daily . 财联社及科创板日报旗下产品——未来已来,AI前沿,独家、深度、专业! 有消息称,华为推出支持eSIM的新款三折叠手机,有望成为国内首款商用eSIM的智能手机。《科创板日报》从产业界人士了解到,华为确 实有相关计划。而后续发布的华为Mate 80系列,可能也将有一款机型支持eSIM。 此外,OPPO相关负责人向《科创板日报》记者表示,今年年底预计会有首批支持eSIM的手机上市。 eSIM是一种把传统SIM卡直接嵌入设备芯片的技术,无需用户插入物理SIM卡,可以节省手机、平板等终端的内部空间。国内运营商曾在多 年启动了eSIM业务,但在2023年因为安全风险等因素暂停了该业务的新申请。 不过在今年,中国移动和中国联通纷纷恢复了eSIM业务的办理,主要面向物联网和智能穿戴设备领域,尚不包括手机业务。 多名业内人士对《科创板日报》记者表示,对于智能终端厂商而言,eSIM是比较明确的发展趋势。但政策监管和运营商的态度,将影响 eSIM技术在手机终端的落地速度。 苹果、华为等手机厂商积极布局eSIM 苹果是手机厂商中最为积极支持eSIM的企业 ...
上半年全区产业园区经济运行平稳
Guang Xi Ri Bao· 2025-08-08 02:09
Group 1 - The overall economic operation of industrial parks in the region is stable, with a year-on-year increase of 8.9% in industrial added value and 7.1% in industrial investment in the first half of the year [1] - The border port industrial parks saw a significant year-on-year increase of 17.5% in industrial added value and 37.2% in industrial investment [1] - The China-ASEAN Industrial Cooperation Zone experienced a year-on-year increase of 7.3% in industrial added value and 16.6% in industrial investment [1] Group 2 - The industrial parks in Beihai City have formed six major industrial clusters, achieving an output value of over 114 billion yuan in the first half of the year [1] - Guilin City focused on key industrial chains such as biomedicine and ecological health food, conducting targeted investment promotion activities and signing over 140 cooperation framework agreements with companies [1] - The Guangxi region is enhancing park reforms and improving infrastructure and service levels for enterprises [2] Group 3 - The Pingxiang Industrial Park has established the first border fruit "on-site inspection" laboratory in the country and created a cross-border e-commerce distribution model [2] - Baise City is actively conducting credit training and financial discussions, securing a credit limit of 2.04 billion yuan from financial institutions to support 76 industrial projects [2]
智界汽车开启独立运作,华为主导下能否破局新生?
Nan Fang Du Shi Bao· 2025-08-08 01:49
背后的动因与过去一年波折不断的合作磨合有关。2023年11月,智界S7上市首日即获得5000个大定,3 天突破2万辆订单。然而受限于工厂搬迁与芯片短缺,交付节奏受到严重影响。2024年初,华为常务董 事、终端BG董事长余承东在电动汽车百人会论坛坦承,供应链问题确实延误了智界S7的交付。 更棘手的是内部协同问题。彼时有传闻称,奇瑞在工厂产能上优先支持星途星纪元品牌,导致智界S7 产能受限。甚至有高管在离职后发文直指华为"不尊重奇瑞"。为解决问题,奇瑞于2024年中将智界上升 为"第一优先战略项目",而双方也逐步探索出更高效的协作机制。 8月8日,智界R7与智界S7改款车型开启小订。前一天,智界品牌战略合作协议在深圳签署,并宣布上 海、深圳双设计中心正式揭牌。智界汽车由此宣告进入"2.0阶段",并发布多项战略升级举措,标志着 其独立运作全面启动。 根据官方披露,此轮战略升级包括三大核心举措:一是加码研发,计划投入超百亿元、将研发团队扩充 至5000人,强化核心技术壁垒;二是成立智界新能源公司,实现产销服一体化独立运作,优化管理与用 户服务;三是规划多款重磅新品,拓展产品矩阵,为品牌后续增长注入新动力。 这一转折点 ...
五矿期货文字早评-20250808
Wu Kuang Qi Huo· 2025-08-08 01:09
文字早评 2025/08/08 星期五 宏观金融类 股指 消息面: 1、央行:将于 8 月 8 日开展 7000 亿元买断式逆回购操作 期限为 3 个月; 2、华为或将推出支持 eSIM 的三折叠手机,有望成为国内首款商用 eSIM 的智能手机。中国移动和中国 联通纷纷恢复了 eSIM 业务的办理; 3、七部门发文,到 2027 年,脑机接口关键技术取得突破,初步建立先进的技术体系、产业体系和标准 体系; 4、苹果公司宣布未来四年在美投资总额将达 6000 亿美元,通过实施"美国制造计划"加速在美国的生 产。 期指基差比例: IF 当月/下月/当季/隔季:-0.21%/-0.54%/-1.29%/-2.06%; IC 当月/下月/当季/隔季:-0.60%/-1.75%/-4.23%/-6.38%; IM 当月/下月/当季/隔季:-0.50%/-1.63%/-4.43%/-7.08%; IH 当月/下月/当季/隔季:-0.05%/-0.02%/-0.01%/-0.05%。 交易逻辑:中央政治局会议强调增强国内资本市场的吸引力和包容性,巩固资本市场回稳向好的势头, 进一步确认了政策对资本市场的呵护态度。前期持续上 ...
限制AI的不是芯片是电力,听听谷歌前掌门怎么说
3 6 Ke· 2025-08-08 00:53
半个月前,谷歌前CEO施密特(下称Eric Schmidt)做客一档播客节目时,抛出了一个颠覆性的观点。 "我们现在所看到的AI只是冰山一角,AI的能力并没有被夸大,反而被严重低估了,最重要的是,限制AI的不是芯片而是电力" 这个观点,当时很快引来了马斯克的围观赞同,他在X上评论说:Eric是对的,能源输出比芯片生产更难解决。 而更有趣的是,他的这个判断,很快就被业内实锤。 01 OpenAI近日宣布与 Oracle 达成一个重磅合作协议,双方将在美国德州阿比林扩建 Stargate 数据中心集群,新一轮扩容将接入 4.5GW 电力容量,相当于一 个中等省份级别的全社会用电峰值。 什么概念?4.5GW,不仅超过多个国家级智算中心的总和,甚至相当于五座核电站的出力,这不仅是扩容,是AI 时代"电力护城河"的预演。 而Stargate是什么?直译是"星际之门",听着很科幻,像是好莱坞大片的超时空隧道,但OpenAI给它赋予了现实意义——这是为下一代人工智能提前造的 命脉。 具体点说,Stargate 就是 OpenAI 正在建的"AI 发电厂 + 超级大脑总部"。它不只是一个普通的数据中心,而是未来 GPT 模型 ...
各地纠偏“内卷式”招商,链式协同发力产业集群化
Zheng Quan Shi Bao· 2025-08-08 00:53
Core Viewpoint - The rise of chain-based investment attraction and the importance of industrial clustering as a new battleground in the context of national policies aimed at standardizing local investment attraction practices [1][4] Group 1: Policy Changes and Their Impact - Recent national policies have aimed to regulate local investment attraction behaviors, leading to a more standardized development of investment practices across regions [1][4] - The shift from "involution-style" investment attraction has resulted in some short-term challenges for local governments, as they can no longer offer special treatments to large enterprises [2][4] Group 2: Innovative Investment Models - Regions are increasingly adopting innovative investment models, such as market-oriented investment companies, to replace traditional government-led approaches [2] - The establishment of collaborative regional investment models, like the Shanghai-Hangzhou Collaborative Innovation Center, is promoting resource sharing and industrial cooperation [3] Group 3: Focus on Business Environment - Improving the business environment is a top priority for local governments, with efforts to enhance service quality and address operational challenges faced by enterprises [4] - The central government's crackdown on "involution-style" investment practices supports the creation of a unified national market, facilitating efficient resource allocation and preventing issues like overcapacity and excessive fiscal resource consumption [4]
早报 | 微信不做已读功能;特朗普逼英特尔CEO立即辞职;GPT-5正式发布;理想法务部回应车主被抹黑
虎嗅APP· 2025-08-08 00:48
大家早上好!这里是今天的早报,每天早上,我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 本 栏目由虎嗅出品。 热点追踪 【免保育教育费政策覆盖所有幼儿园大班儿童】 据新华社北京8月7日电,国务院办公厅印发的《关于逐步推行免费学前教育的意见》日前对外公布。记者7日 从国新办举行的国务院政策例行吹风会上获悉,免保育教育费政策覆盖所有幼儿园大班儿童,预计今年秋季学 期将惠及约1200万人。 在强化部署落实方面,教育部财务司司长刘玉光表示,将多渠道加强政策宣传解读,指导各地对幼儿园园长及 资助工作人员开展业务培训,提升政策执行能力和管理服务水平。"各地将在8月底前完成相关准备工作,让大 班儿童在今年秋季学期开学时就能享受到政策红利。" 【河南郑州启动三级防汛应急响应,全市停产、停业、停课、停运和暂停集体户外活动】 据新华社,河南省郑州市防汛抗旱指挥部消息,受本轮强降雨影响,经综合会商研判,郑州市防汛抗旱 指挥部决定于8月7日13时将防汛四级应急响应提升至三级。 郑州市防汛抗旱指挥部要求,各级各有关部门要高度重视,认真按照预案规定的预警措施和响应行动,加强会 商研判,全市立即采取停产、停业、停课、停运和暂停集体户外活动 ...
七部门:推动脑机接口产业创新发展;央行连续9个月增持黄金丨盘前情报
| 名称 | 最新点位 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 3639 67 | +5.68(0.16%) | | 深证指数 | 11157.94 | -19.84(-0.18%) | | 创业板指 | 2342.86 | -16.09(-0.68%) | | | 日期:8月7日 制图:21投资通 | | 隔夜外盘 纽约股市三大股指8月7日涨跌不一。截至当天收盘,道琼斯工业平均指数比前一交易日下跌224.48点, 收于43968.64点,跌幅为0.51%;标准普尔500种股票指数下跌5.06点,收于6340.00点,跌幅为0.08%; 纳斯达克综合指数上涨73.27点,收于21242.70点,涨幅为0.35%。 昨日A股 8月7日,A股三大指数涨跌不一,截至收盘,沪指涨0.16%,深成指跌0.18%,创业板指跌0.68%,北证 50指数平收,沪深京三市成交额18525亿元,较上日放量932亿元。两市超2100只个股上涨。板块题材 上,半导体、医疗器械、稀土永磁板块走高,CRO、创新药板块调整。 盘面上,半导体板块震荡走强,医疗器械板块冲高回落,稀土永磁板块午后走强,CRO板 ...
GPT-5正式发布!华为也有新动作 就在8月!AI智能体概念股一览
GPT-5正式发布,鸿蒙智能体也将上线。 北京时间8月8日凌晨,OpenAI正式发布GPT-5。公司首席执行官Sam Altman表示,GPT-5非常聪明,如 果说GPT-4还是大学生,GPT-5就是真正的专家,是世界上最好的写作、编码和医疗模型,也是公司迄 今为止最快的模型。 据悉,GPT-5核心变化体现在三个方面:架构统一、性能大幅提升、对所有用户开放。 GPT-5采用统一系统设计,包含快速响应模型、深度推理模型和智能路由器。系统根据对话复杂度自动 选择处理方式,用户无需手动切换模型。在"大一统"的理念下,OpenAI 现有的GPT和o系列模型,都将 变成一个对应的GPT-5模型。 性能方面,GPT-5不仅在基准测试中超越了之前的模型,回答问题的速度更快,更重要的是,它的准确 性得到了史诗级别的提升,幻觉错误比GPT-4o减少45%。在独立思考时,其回答出错的概率更是比 OpenAI o3低了80%。 此外,GPT-5向所有用户开放,面向普通用户提供免费、Plus和Pro三种模式。 中信证券表示,GPT-5等将成为新一代AI应用发展基石,智能体和多模态两大主线有望持续引领产业, 并同步带动推理端算力需求。 ...
阳光电源:“电池铁幕”下的成人礼
Core Viewpoint - The article discusses the competitive landscape and strategic choices of Sungrow Power Supply Co., Ltd. in the energy storage market, highlighting its challenges and opportunities in both domestic and international markets [4][5][6]. Group 1: Market Expansion and Competition - Sungrow Power has signed a 2.4GWh battery storage system cooperation agreement with SUNOTEC, marking its entry into the Southeast European market and setting a new record for single storage projects in the region [4]. - The energy storage market is highly competitive, with domestic players resorting to price cuts to gain market share, while major companies like CATL and BYD are rapidly expanding in the Middle East, capturing significant orders [5][6]. Group 2: Strategic Choices and Cost Pressures - Sungrow Power is focusing on high-margin markets like Japan and Europe to mitigate cost disadvantages, as these markets have a higher recognition of technology premiums [6]. - The company is transitioning from relying on CATL for battery cells to a long-term partnership with China Innovation Aviation, aiming to reduce costs and avoid dependency on key technologies [8][9]. Group 3: Competitive Landscape and Challenges - CATL has shifted from being a supplier to a competitor in the energy storage integration field, posing a direct challenge to Sungrow Power's market position [10]. - The cost difference between CATL and Sungrow Power is significant, with CATL's self-supplied battery cells being 15% cheaper, while Sungrow's external sourcing leads to a 20% higher price [11]. Group 4: Global Market Dynamics - Sungrow Power faces challenges in traditional markets like the U.S. and Australia due to safety concerns favoring established brands, which limits its market share [18]. - The U.S. market presents uncertainties, including tariff fluctuations and supply chain risks, which could impact approximately 20% of the company's revenue [20]. Group 5: New Growth Opportunities - Sungrow Power is exploring the AI power sector as a new growth avenue, leveraging its expertise in power electronics from the photovoltaic inverter field [22]. - The company aims to balance maintaining its core inverter business while investing in new areas like AI power, which requires careful resource allocation [26].