·美国"元"公司准备大幅缩减对元宇宙业务的投资 ·德国10月工业产出环比增长1.8% ·欧洲央行执委施纳贝尔：经济和通胀风险偏向上行 ·日本三季度GDP修正后降幅扩大 【市场资讯】 【资讯导读】 ·美国将为受关税政策影响农民提供120亿美元救助 ·日本内阁府8日发布二次统计报告，将今年第三季度日本实际国内生产总值（GDP）修正为环比萎缩 0.6%，按年率计算降幅扩大至2.3%，这一降幅超出此前民间预测的平均值2.0%。 ·美国总统特朗普8日下午在白宫宣布，联邦政府将为美国农民提供规模为120亿美元的救助，以应对美 关税政策对美农业的"反噬"。 ·美国财政部长贝森特7日说，近期已剥离个人名下的农场资产，以遵守今年1月入职时签署的职业道德 协议，避免自己的职务行为与农场经营发生利益冲突。 ·美国总统特朗普称，本周将签署一项人工智能（AI）监管行政令，建立统一的联邦监管框架，避免企 业在50个州面临各不相同的监管规则。 ·美国"元"公司准备大幅缩减对元宇宙业务的投资。此举标志着这家公司的战略转向愈加清晰。 ·欧洲理事会主席科斯塔8日说，不能接受美国在其新发布的国家安全战略报告中就欧洲内部政治发出干 预威胁。 ·美国 ...

Core Insights - Epic Games is experiencing significant growth, particularly with the launch of Unreal Engine 5 and its integration into numerous high-profile games, including titles like "ARC Raiders" and "Black Myth: Wukong" [3] - The company has established a robust UGC ecosystem through "Fortnite," which has become one of the largest UGC platforms globally, attracting considerable attention from the industry [3][10] Group 1: Unreal Engine and Development Tools - Epic provides a suite of development tools, including Unreal Engine, MetaHuman, and RealityScan, to support developers [3] - The company plans to launch a cross-platform marketplace called "Fab" in October 2024, allowing asset sharing across various game engines, including Unity and Godot [3] Group 2: Epic Online Services and Social Features - Epic has surpassed 900 million registered accounts and 6 billion connections among friends on its Epic Online Services [3] - Starting next year, Epic will introduce the "Epic Social Overlay" feature across all platforms, enabling developers to easily integrate social functionalities into their games at no cost [5] Group 3: Epic Games Store and Revenue Sharing - Since its launch, Epic has distributed $2.1 billion (approximately 14.8 billion RMB) to developers from the Epic Games Store, maintaining a favorable revenue-sharing model [7] - The mobile version of the Epic Games Store has reached 53 million installations, with expectations to exceed 70 million by the end of the year [9] Group 4: UGC Ecosystem and Creator Economy - Epic has paid UGC creators $722 million (approximately 5.1 billion RMB) since the launch of "Creator Economy 2.0" in 2023, promoting new monetization opportunities through in-game item sales [10] - The total playtime for third-party content created in "Fortnite" has reached 11.2 billion hours, with 260,000 games developed within the platform [9] Group 5: Long-term Vision and Future Developments - Tim Sweeney envisions a metaverse with interoperability, allowing players to transfer their in-game assets across different games, enhancing the gaming experience [10] - Epic is developing a new programming language called Verse and a Scene Graph for better content management, aiming for integration in the next-generation Unreal Engine 6, expected in the next two and a half years [11]

【今日速览】 ①数字孪生+元宇宙+智慧社区+军工信息化！公司已在公安、气象、交通、健康与社区服务等垂直领 域，研发与具体业务场景深度结合的专用智能体；②人形机器人+eVTOL+大飞机+通用航空+商业航 天！公司获得人形机器人加工件定点采购协议；③燃料电池+氢能+航空航天+可控核聚变+量子计 算！公司为"华龙一号"核电站提供成套混凝土冷却系统。 【臻选回顾】 公告臻选12月1日提示《恒逸石化：控股股东及其一致行动人拟15亿元-25亿元增持公司股份》， 恒逸石化12月2日高开高走封死涨停直至收盘，12月3日再度上涨3%；公告臻选12月2日提示《稀 土永磁+钨钼+锂电+核聚变！公司光伏用细钨丝市场份额超80%》，厦门钨业12月3日逆市飘红， 12月5日、8日分别上涨1.77%、3.86%；公告臻选12月2日提示《主控芯片+高端封测+存储器 +AI，公司拟定增37亿元用于面向AI领域的高端存储器等项目》，江波龙12月8日大涨14.64%；12 月3日提示《多肽药+创新药+原料药+减肥药！公司产品通过药监局化妆品新原料备案》，圣诺生物 12月4日低开高走收涨3.55%；12月4日提示《显示驱动芯片+CMOS图像传感器+ ...

2021年，"元"公司首席执行官马克·扎克伯格把脸书更名为"元"，以体现其专注于沉浸式虚拟世界的未来。然而，公司对元宇宙的愿景在很大程度上未能实 现。"地平线世界"等核心平台用户增长有限，用户主要集中在游戏社区和早期科技爱好者中。 "元"公司着手重组的消息传出后，其股价应声上涨。美国彭博新闻社报道，有关公司重组的讨论于年度预算会议期间在扎克伯格位于夏威夷的私人庄园举 行。 路透社证实，"元"公司的上述预算讨论包括可能最早于2026年1月进行裁员。如此"大规模"削减可能会影响到元宇宙部门工程团队、软件开发人员和硬件产 品经理。 2022年3月1日，一名女子在西班牙巴塞罗那2022世界移动通信大会上通过虚拟现实技术在"元宇宙"中体验音乐会。新华社记者郑焕松摄 "元"公司已为自身找到新方向。公司今年承诺高达720亿美元的资本支出，其中大部分投向人工智能(AI)基础设施，包括数据中心扩建、算力和模型训练， 并已将其AI业务整合到名为"超级智能实验室"的新部门下。（卜晓明） 新华社北京12月8日电 美国"元"公司准备大幅缩减对元宇宙业务的投资。此举标志着，这家公司的战略转向愈加清晰。 《印度防务评论》网站7日援引"元" ...

"元"公司着手重组的消息传出后，其股价应声上涨。美国彭博新闻社报道，有关公司重组的讨论于年度 预算会议期间在扎克伯格位于夏威夷的私人庄园举行。 路透社证实，"元"公司的上述预算讨论包括可能最早于2026年1月进行裁员。如此"大规模"削减可能会 影响到元宇宙部门工程团队、软件开发人员和硬件产品经理。 "元"公司已为自身找到新方向。公司今年承诺高达720亿美元的资本支出，其中大部分投向人工智能 (AI)基础设施，包括数据中心扩建、算力和模型训练，并已将其AI业务整合到名为"超级智能实验室"的 新部门下。（完）（卜晓明） 【新华社微特稿】美国"元"公司准备大幅缩减对元宇宙业务的投资。此举标志着，这家公司的战略转向 愈加清晰。 《印度防务评论》网站7日援引"元"内部计划报道，到2026年，"元"公司预算将削减至多30%，特别针 对其元宇宙业务"现实实验室"。此前，"现实实验室"连续4年经历亏损，累计亏损已超700亿美元，表明 公司雄心与消费者接受度之间的脱节日益扩大。 2021年，"元"公司首席执行官马克·扎克伯格把脸书更名为"元"，以体现其专注于沉浸式虚拟世界的未 来。然而，公司对元宇宙的愿景在很大程度上未能实现。 ...

Group 1 - Baidu's AI chip company Kunlun is preparing for an IPO in Hong Kong, having previously considered listing on the STAR Market, with a pre-investment valuation exceeding 25 billion RMB [5] - SoftBank is in talks to acquire DigitalBridge Group Inc., a private equity firm focused on data centers, to capitalize on the surge in AI-driven computing demand, with a potential deal to privatize DigitalBridge valued at approximately 1.8 billion USD [6] - NVIDIA has launched CUDA 13.1 and CUDA Tile, which CEO Jensen Huang describes as the largest upgrade in 20 years, introducing a virtual instruction set for modular parallel programming [8] Group 2 - Meta Platforms has postponed the release of its "Phoenix" mixed reality glasses from late 2026 to early 2027 to refine details and ensure a polished user experience [8] - Apple is facing significant talent loss, with around 40 engineers leaving for OpenAI in the past month, as speculation grows about CEO Tim Cook's potential departure next year [9] - Tesla plans to increase the number of electric vehicle charging ports in Japan by 40% to 1,000 by 2027, expanding its network from major cities to other regions [10][11]

Group 1 - The core issue highlighted is that despite Nvidia's impressive quarterly performance, the stock price has declined, indicating that market expectations may be too high [2][7] - Jensen Huang expressed frustration that the market does not fully recognize Nvidia's strong quarterly results, leading to a "no-win" situation where any performance shortfall could be interpreted as evidence of an AI bubble [2][7] - Nvidia's stock fell by 9% in November and over 13% in the past month, despite a 62% year-over-year revenue growth and a 65% increase in net profit, surpassing Wall Street expectations [7][11] Group 2 - Huang's concerns echo the historical experiences of Intel and Microsoft, who faced similar market pressures despite strong performance, leading to stock price declines due to concerns over future sustainability [10][11] - The article draws parallels between Nvidia's current situation and past experiences of tech giants like Microsoft and Intel, emphasizing the challenges of being a market leader under high expectations [10][11] - The narrative also touches on the competitive landscape in the AI sector, with companies like Google and Meta vying for leadership, indicating a fierce battle for dominance in the AI era [20][21] Group 3 - Nvidia is currently positioned as a dominant player in the AI chip market, akin to the "Wintel" alliance of the PC era, but faces increasing competition from companies developing their own AI chips [19][20] - Google's advancements with its TPU technology pose a significant threat to Nvidia, as TPU servers reportedly have a lower total cost of ownership compared to Nvidia's offerings [22][21] - The article concludes with a warning that Nvidia must remain vigilant against emerging competitors, as the landscape of AI technology continues to evolve rapidly [28]

Group 1: Company Overview - Limitless, an AI wearable device startup, has been acquired by Meta, although the acquisition amount has not been disclosed [1] - Limitless initially started as Rewind, a macOS desktop application for recording screens and audio, and later transitioned to a cloud-based ecosystem focusing on conversation capture and real-time transcription [1][2] - Limitless has raised over $33 million from notable investors including OpenAI CEO Sam Altman and firms like a16z and NEA [2] Group 2: Meta's Strategy - Meta is shifting its focus from the metaverse to AI, aiming to create personal superintelligence that will be integrated across its product lines, including Facebook, Instagram, and WhatsApp [3] - The company has recently hired Alan Dye, Apple's former chief UI designer, to lead a new design studio focused on hardware, software, and AI interface integration [3] - Meta's smart glasses, particularly the Ray-Ban Meta, have captured 73% of the market share, with a year-on-year shipment increase of over 200% [4] Group 3: Industry Trends - The global smart glasses market is projected to see a 110% year-on-year growth in shipments by the first half of 2025, with AI smart glasses accounting for 78% of that market [4] - The competition in AI hardware is intensifying, with a significant focus on glasses and smartphones, as glasses are seen as potential replacements for smartphones [6] - Major Chinese tech companies have also entered the smart glasses market, while smartphone manufacturers are developing AI phones to enhance user interaction [7]

来源：环球网 【环球网科技综合报道】12月7日，据TechCrunch报道，Meta公司正研发的代号"凤凰"（Phoenix）混合 现实眼镜，发布时间已从2026年下半年推迟至2027年上半年。这一调整距彭博社曝出Meta计划将元宇 宙预算削减最高30%的消息仅一周，引发行业对其元宇宙战略的关注。 作为已推出VR头显与Ray-Ban智能眼镜的企业，Meta此次研发的"凤凰"眼镜定位独特。消息显示，该设 备形态将对标苹果Vision Pro，采用类似的分体式设计，搭配 puck 状外置电源，兼顾佩戴舒适度与性能 输出。此前市场曾期待其成为Meta在混合现实领域的核心突破产品。 外媒报道指出，推迟发布的背后，是Meta对产品品质与商业可持续性的更高要求。据悉，Meta CEO马 克·扎克伯格在内部会议中明确指示团队"多花时间打磨，确保业务可持续并提供更高质量体验"，相关 高管随后在内部备忘录中宣布了这一决定。 Meta元宇宙业务负责人加布里埃尔·奥尔与瑞安·凯恩斯在备忘录中表示，"推迟发布将为我们争取更多喘 息空间，把产品细节做到极致"。这一表态被解读为Meta在元宇宙投入上从"快速迭代"转向"精耕细 作"的信号 ...

Group 1 - A self-driving car from Hello hit a pedestrian in Zhuzhou, Hunan, leading to a temporary suspension of local operations [2] - New Oriental's chairman, Yu Minhong, responded to employee complaints about overtime, stating that he has requested an investigation and is open to addressing valid concerns [4] - Doubao Mobile Assistant denied rumors that it can directly check bank account balances without user authentication, emphasizing that sensitive operations require user confirmation [6] Group 2 - Tony Fadell, known as the "father of the iPod," expressed interest in replacing Tim Cook as Apple's CEO, with some former Apple executives supporting his candidacy [7] - Microsoft shareholders approved a compensation package for CEO Satya Nadella, increasing his pay to $96.5 million from $79.1 million the previous year [9] - OpenAI is reportedly set to release GPT-5.2 on December 9, ahead of schedule, in response to competition from Google's Gemini 3 [9] Group 3 - Meta postponed the release of its Phoenix mixed reality glasses to 2027 to refine details, while also developing next-generation devices [9] - BYD's chairman Wang Chuanfu stated that the company is a leading enterprise that should set a good example and not bully others [9] - The film "Avatar 3" has been postponed to 2026 due to a fire incident in Hong Kong, with its title suffix removed [9] Group 4 - Hollywood unions opposed Netflix's proposed $72 billion acquisition of Warner Bros, warning it could reduce jobs and concentrate power [12] - SpaceX's valuation is expected to double to $800 billion as it plans for an IPO in the second half of next year [13] - Volkswagen plans to invest €160 billion (approximately $186 billion) over the next five years, reflecting a tightening strategy [13] Group 5 - Microsoft is in talks with Broadcom to design custom chips, potentially shifting from its current supplier Marvell [13] - Apple issued a new round of network threat notifications to users in 84 countries to protect against surveillance threats [13] - Meta is planning to cut its Reality Labs budget by up to 30%, potentially leading to layoffs as it shifts focus to AI wearable devices [13] Group 6 - Nvidia's CEO Huang Renxun praised Huawei as one of the world's strongest tech companies [13] - Intel is expected to start manufacturing Apple's A22 standard chips in 2028, using its future 14A process technology [13] - Waymo announced a voluntary recall to update software after its self-driving cars were found to have violated school bus regulations [13] Group 7 - SoftBank is reportedly in talks to acquire DigitalBridge, a private equity firm focused on data centers, as it seeks to capitalize on AI-driven demand [14] - AI wearable company Limitless announced its acquisition by Meta, with its AI voice transcription tool Rewind set to shut down soon [15] - Sai Shen Pharmaceutical completed a $53 million Series B financing round to advance clinical development for CNS diseases [15] Group 8 - Anyi Pu completed nearly $15 million in Series B financing for portable mass spectrometers [15] - The Lynk 03+ TCR racing car was launched at a price of 1.4 million yuan [17] - CounterPoint Research reported that Apple's iPad maintained a dominant position in the global tablet market with a 4% year-on-year increase in shipments [19]