Group 1: US Market Performance - US stock market saw a general increase with the Dow Jones up by 0.77%, Nasdaq up by 1.02%, and S&P 500 up by 0.83% [1] - Notable stock performances include Amazon rising by 1.59%, Microsoft by 1.58%, and Nvidia by 1.30%, while Tesla saw a slight decline of 0.10% [1] Group 2: Employment and Economic Indicators - In June, the US added 147,000 non-farm jobs, exceeding expectations, with the unemployment rate unexpectedly dropping to 4.1% [3] - The ISM services index for June stood at 50.8, indicating a contraction in employment but a rebound in business activity and orders [4] Group 3: Sector Highlights - Solar energy stocks experienced significant gains, with companies like Xinyi Solar up by 23.11% and Sunrun by 17.52% [1] - The brain-computer interface sector saw Brain Rejuvenation Technology's stock rise over 120% [2] Group 4: Corporate Developments - Alibaba announced plans to issue approximately HKD 12 billion in zero-coupon convertible bonds to support cloud infrastructure and international business development [10] - CoreWeave has acquired high-end AI chips from Nvidia, indicating a growing demand for AI infrastructure [7] Group 5: Industry Events - The first Shanghai International Animation Month will take place from July 4 to August 10, featuring major events like CCG EXPO and Bilibili World [11] - The silver market showed a rise of 1.83%, nearing historical highs, with silver prices reported at 8,944 CNY per kilogram [12] Group 6: Company Announcements - Brothers Technology expects a net profit of 60 million to 70 million CNY for the first half of the year, a year-on-year increase of 325% to 431% [16] - Chongqing Development anticipates a net profit of 175 million to 225 million CNY, recovering from a loss in the previous year due to asset revaluation [17]

热点追踪 【美国总统拟带企业团访华？商务部回应】 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。 据央视财经，7月3日下午，商务部召开例行新闻发布会。有记者就有关美国总统拟带企业团访华的报道进行提 问。 商务部新闻发言人何咏前：关于这个问题，我没有可以提供的信息，但是中方的态度是一贯的且明确的。希望 美方与中方相向而行，在两国元首的战略引领下，本着相互尊重、和平共处、合作共赢的原则，不断增进共 识，减少误解，加强合作，共同推动中美经贸关系健康、稳定、可持续发展。 【美政府取消对华EDA出口限制】 据环球时报援引彭博社3日报道，特朗普政府已取消部分对华芯片设计软件出口许可要求。 另据《南华早报》援引西门子、新思科技（Synopsys）和楷登电子（Cadence）公司发布的声明称，美国政府 已于本周四取消对中国部分芯片设计软件的出口管制措施。三家全球领先的电子设计自动化（EDA）软件开 发商均表示，未来其相关产品出口至中国将无需获得特别批准。 【王毅：稀土不会成为中欧之间的问题】 据新华社柏林7月3日电 当地时间7月3日，中共中央政治局委员、外交部长王 ...

美国超预期的非农就业数据提振美股走强。标普、纳指又创新高，连续第三周上涨，纳指涨超1%。科技股表现强劲。英伟达市值接近4万亿美元。Datadog 大涨近15%，此前公司被纳入标普500成分股。 非农数据后，美联储降息预期大降，美债收益率全线拉升，最终10年期美债收益率收涨近5基点、2年期收益率走高10个基点。美元短线拉升，一度较日低涨 超0.7%后，收盘涨幅收窄至0.4%。 现货黄金盘中跌近1.4%。比特币仍高位震荡于11万美元附近。 亚洲时段，A股午后拉升，创业板涨1.9%，创新药、PCB集体爆发，恒指跌0.6%，小米跌超3%，商品上涨，国债分化。 要闻 华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 四票之差，"大漂亮"法案在美国众议院涉险过关，3.4万亿赤字"重负"将至。 美国6月非农新增就业14.7万人超预期，4、5月合计上修1.6万人，失业率意外降至4.1%。"新美联储通讯社"：6月非农就业报告可能延长美联储观 望期。美国6月ISM服务业PMI指数50.8，就业指数收缩，商业活动和订单回升。 贝森特称美对越20%关税不会与现行10%叠加，越南ETF逼近日高。美越协议 ...

Core Viewpoint - The competition in AI ultimately revolves around talent acquisition and retention, with major companies intensifying their efforts to attract top AI professionals [1][8]. Group 1: Talent Acquisition Trends - DeepSeek has recently posted job openings on LinkedIn, targeting overseas talent for various positions, including front-end developers and deep learning researchers [3][5]. - Meta has been actively recruiting top talent from OpenAI, with reports indicating that they have successfully hired eight core researchers from the company [9][10]. - The demand for AI talent is surging, with a 33.4% year-on-year increase in job seekers in the AI sector, making it the fastest-growing industry for job applications [6]. Group 2: Salary and Compensation - DeepSeek offers competitive salaries for deep learning researchers, ranging from 50,000 to 80,000 RMB per month, translating to an annual salary of up to 1.12 million RMB for fresh graduates [5]. - The top 20% of AI talent can expect salary increases of 30% to 50% when switching jobs, highlighting the lucrative nature of AI roles [6]. - Meta's aggressive recruitment strategy includes offering substantial compensation packages, with reports of sign-on bonuses reaching up to 100 million RMB for some candidates [9][10]. Group 3: Industry Dynamics - The AI talent market is experiencing a "arms race," with companies like Meta and Nvidia investing heavily to secure top-tier talent, indicating a shift in focus from hardware (like GPUs) to algorithmic expertise [8][10]. - The establishment of Meta's new department, "Meta Super Intelligence Lab," signifies a strategic move to consolidate AI efforts and attract specialized talent [9].

出品｜虎嗅科技组 作者｜宋思杭 编辑｜苗正卿 头图｜视觉中国 近日，一则消息在网络上引发热议。有媒体称，"DeepSeek就AI模型违规关联王一博与'李爱庆腐败案'，作出道歉。" 该媒体还表示，"DeepSeek 方面表示，因内容审核疏漏，平台在回答用户查询时，引用未经证实的网络谣言，将王一博案与首创集团原董事长李爱庆案件进行不当关联，对 其名誉造成侵害，DeepSeek已永久撤回相关失实信息，并援引北京市第三中级人民法院（2025）京03刑终174号刑事判决书明确。" 然而，经虎嗅多方核查发现，DeepSeek 官方微信公众号、官方网站、官方 X 账号（前 Twitter）等所有官方社交媒体平台，均未公开发表过任何 道歉声明。虎嗅进一步检索所有有关 "DeepSeek 就违规关联王一博与李爱庆腐败案道歉" 的新闻报道，发现没有任何一则新闻明确指出 DeepSeek 的道歉渠道，也未出现相关道歉声明的截图。 事情的戏剧性不止于此。该事件的诡异之处在于，全网几乎都认定 DeepSeek 进行了道歉。大量自媒体、网络新媒体乃至传统媒体，都在第一时 间跟进报道了这条不实消息。 以笔者个人经验而言，在日常写作工作中， ...

AI的竞赛，归根结底是人才的较量。 当前，生成式AI已成为最热的技术趋势，顶尖AI人才也处于供不应求的状态。人才解决方案公司翰德 （Hudson）针对中国市场发布的《2025人才趋势报告》显示，高端AI人才争夺加剧，顶尖AI人才稀缺。 行业前20%的顶尖AI人才在跳槽时薪资涨幅可达30%—50%。在AI产品经理中，具备业务痛点识别、规划 AI应用及大模型落地能力者，年薪可达80万元—100万元。根据智联招聘今年2月发布的数据，2025年春 招首周，人工智能行业求职人数同比增长33.4%，位居行业第一，人工智能工程师也以69.6%的求职增速 跃居职业榜首。 7月3日，证券时报记者在求职网站LinkedIn（领英平台）看到，DeepSeek已于近日发布了最新的招聘信 息，其招聘的岗位包括前端开发工程师、全栈工程师、深度学习研究员等10个岗位，工作地点主要在北京 或杭州。 最近一段时间以来，Meta"高薪挖角"OpenAI顶尖人才的消息备受行业关注，硅谷科技巨头都在持续加大 对人工智能顶尖人才的吸引力度。据了解，LinkedIn是微软旗下的求职和社交平台，已经在2021年就关闭 了其在中国的本地化版本。这意味着，能 ...

编辑｜苗正卿 头图｜视觉中国 近日，一则消息在网络上引发热议。有媒体称，"DeepSeek就AI模型违规关联王一博与'李爱庆腐败案'，作出道歉。" 该媒体还表示，"DeepSeek方面表示， 因内容审核疏漏，平台在回答用户查询时，引用未经证实的网络谣言，将王一博案与首创集团原董事长李爱庆案件进行不当关联，对其名誉造成侵害， DeepSeek已永久撤回相关失实信息，并援引北京市第三中级人民法院（2025）京03刑终174号刑事判决书明确。" 然而，经虎嗅多方核查发现，DeepSeek 官方微信公众号、官方网站、官方 X 账号（前 Twitter）等所有官方社交媒体平台，均未公开发表过任何道歉声明。 虎嗅进一步检索所有有关 "DeepSeek 就违规关联王一博与李爱庆腐败案道歉" 的新闻报道，发现没有任何一则新闻明确指出 DeepSeek 的道歉渠道，也未出 现相关道歉声明的截图。 事情的戏剧性不止于此。该事件的诡异之处在于，全网几乎都认定 DeepSeek 进行了道歉。大量自媒体、网络新媒体乃至传统媒体，都在第一时间跟进报道 了这条不实消息。 不仅如此，虎嗅向市面上的所有 AI 大模型询问该事件，得到的回答竟出 ...

Core Insights - DeepSeek is actively seeking to attract overseas talent by posting 10 job openings on LinkedIn, including three positions focused on Artificial General Intelligence (AGI) [1][2] - The job postings are significant as they are the first from DeepSeek on LinkedIn in several months, indicating a strategic move to tap into the global talent pool [2] - The positions are located in Beijing and Hangzhou, with all descriptions provided in Chinese, suggesting a focus on local language despite targeting international candidates [2] Industry Context - The global competition for AI talent is intensifying, with companies like OpenAI and Meta also vying for top talent [2][3] - U.S. AI firms are employing various strategies to attract talent, including workforce reductions to reallocate funds for investments in data centers and offering high salaries to top engineers [3] - This talent war highlights the fierce competition within the AI industry to control transformative technologies and maintain a competitive edge in a rapidly evolving field [3]

在演讲中，张孜铭首先分析了全球AI产业的发展现状。他指出，生成式AI正以年均83%的增速成为推动经济增长的新引擎，2024年 全球生成式AI市场规模已达400亿美元。然而， 中国AI产业面临双重挑战： 一方面，融资规模占比持续收缩，2024年仅占全球总额 的5%；另一方面，受美国芯片出口管制影响，高端算力获取受限，制约了尖端模型的研发。尽管如此，中国在应用层创新上表现亮 眼， 大语言模型已占据全球20%的市场份额，展现出强大的差异化竞争力。 DeepSeek：中国AI的创新突围 近日 ， 由杭州市委组织部指导、杭州市欧美同学会主办的" 鸿鹄海归科创投资沙龙" 在杭州成功举办。 未可知人工智能研究院副院 长张孜铭 受邀出席活动，并发表了题为 《AI投资下半场：技术、赛道与商业化》 的主题演讲。作为《AIGC：智能创作时代》的作 者和人工智能领域的资深专家，张孜铭从技术演进、产业格局和投资机会 三个维度，为现场金融投资界人士及海归科创精英带来了 一场深度分享 。 全球AI产业：机遇与挑战并存 张孜铭特别提到深度求索（DeepSeek）的崛起案例。这家背靠幻方量化的AI公司，通过全栈开源策略和极致的成本控制，仅用6 ...

Core Insights - Baidu has significantly upgraded its core search platform with artificial intelligence, marking the largest overhaul in a decade to stay competitive against rivals like DeepSeek [1][3] - The focus on AI and the introduction of the Ernie Bot are seen as crucial steps for Baidu to maintain its market position amidst increasing competition from both established players and new entrants [2][5] Company Developments - Baidu's search business has faced some pressure, but the emphasis on AI and the Ernie Bot represents a proactive strategy [2] - The company has made substantial changes to its search product, allowing users to input over a thousand characters, ask questions in a conversational manner, and utilize voice, images, and files for queries [7] - Baidu has integrated AI chatbot features into its search product, enabling users to generate photos, text, and videos [7] Competitive Landscape - The search market is experiencing disruption, with users increasingly turning to AI services like ChatGPT and DeepSeek, as well as short video platforms like Douyin and Kuaishou that are entering the AI search space [3][4] - Baidu's stock performance has lagged behind competitors, with a 2.5% increase this year compared to Alibaba's 30.5% surge and Tencent's 20% rise [6] Strategic Positioning - Baidu's recent moves are described as both defensive and offensive, indicating a need to assert its position in the AI sector and not be perceived as secondary to competitors like Tencent [8]