谁说站在光里的才算英雄，累计亏损超过千亿的蔚来，还是想做那个"孤勇者"。 李斌正面回应蔚来千亿亏损 蔚来的李斌，又用一句话把自己送上了热搜。 就在前两日，蔚来创始人李斌在微博开启了直播。 彼时的他，正在陪同吴晓波及百余位企业家参访合肥蔚来工厂。 对着镜头，李斌表示，蔚来一直以来的底色是技术创新，累计研发投入达到600亿元。 图源：ZAKER 他还直言： "蔚来是全球唯一的在三地上市的汽车公司，蔚来财报里把研发投入计成当期费用，钱都亏在明处，资产负债表非常干净。" 一石激起千层浪，对于李斌的这番言论，网友的评论并不宽容。 诸如"第二个贾跃亭""必须盯紧他，别跑了"成为热评关键词，质疑声纷至沓来。 图源：今日头条 网友的担忧并非空穴来风。 原因很简单，李斌此番表态的背后，是一个绕不开的事实：蔚来自成立以来，已累计亏损超过1000亿元。 尤其在2025年一季度，据财报显示，蔚来的营收虽然超120亿元，同比增长超21%，净亏损却依旧达到67.5亿元，同比扩大30.2%。 此外，蔚来的资产负债率高达92.55%，远超行业70%的警戒线，现金储备也锐减至260亿，甚至即期可动用资金已不足81亿。 结合其过往财报数据，蔚来 ...

Group 1: Apple Leadership Transition - Apple's hardware engineering chief, John Ternus, is being considered as the most likely successor to CEO Tim Cook, following the announcement of COO Jeff Williams' retirement at the end of the year [1] - The Apple board is looking for a long-term executive, similar to Cook and Steve Jobs, who can remain in the role for at least a decade [1] Group 2: macOS 26 Updates - The macOS 26 Beta 3 has optimized the Safari browser and Terminal application tabs by removing a black bar and improving contrast for better visibility of active tabs [2] - The introduction of the ASIF disk image format in macOS 26 significantly enhances disk image processing capabilities, achieving read speeds of up to 5.8 GB/s and write speeds of 6.6 GB/s on M3 Pro MacBook Pro [6][7] Group 3: Apple Pencil Innovation - Apple has been granted a patent for a new design of the Apple Pencil that allows writing on any surface, moving away from reliance on the iPad's screen [3][4] - The technology involves optical sensors within the Apple Pencil, enabling it to detect movements and distances from surfaces, thus allowing for a versatile writing experience [6] Group 4: New Chip Developments - Apple is reportedly developing a new Wi-Fi and Bluetooth chip named Proxima, which is expected to be used in future iPhone, iPad, Mac, Apple TV, and HomePod mini models [8][9] - This new chip aims to replace current chips supplied by Broadcom and is anticipated to support Wi-Fi 6E or Wi-Fi 7, enhancing connectivity for devices like Apple TV and HomePod mini [9] Group 5: Industry Events - GAC Fiat Chrysler has officially declared bankruptcy due to an inability to repay debts and insufficient assets, marking a significant event in the automotive industry [10] - The company had been in bankruptcy proceedings since late 2022, with its Guangzhou factory being repurposed for electric vehicle production [10]

以下文章来源于雷科技 ，作者雷科技AI硬件组 雷科技 . 专注AI硬科技 一代手机霸主，从此告别手机行业。 文 ｜ 雷科技AI硬件组 编辑 ｜ 失魂引 来源｜ 雷科技（ID： leitech ） 封面来源 ｜ LG官网 韩国时间2025年6月30日00:00，LG电子终止了手机软件升级服务、应用更新中心、PC端数据管理工具LG Bridge三大服务，此举标志着LG彻底离开手机行 业。 在功能机时代，LG是与诺基亚、多普达（HTC子公司）、索尼爱立信、摩托罗拉、三星等品牌并列的行业巨头，进入智能机时代后，LG一度位列全球销量 第三，仅次于三星和苹果。然而时隔十余年，LG手机却无可奈何地退场，并为其他手机厂商敲响了警钟。 20年从巅峰到谷底 LG手机黯然离场 2005年，LG第一代巧克力手机KG90横空出世，火遍大街小巷，该产品2006年进入中国市场，拉开了LG手机辉煌的序幕。 进入智能机时代后，LG在系统选择方面接连犯了两次错误。当时iOS与安卓飞速成长，LG却先选择与中国移动联手开发OMS系统，于2009年推出了搭载该 系统的旗舰手机LG GW880，随后又与微软合作，加入了Windows Phone大家庭。 ...

Group 1 - Xiaomi's public relations manager Wang Hua denied rumors about the termination of the partnership with Leica, stating that previous claims about the Xiaomi 14 being the last collaboration were also false [1][6] - In May, there were reports of issues in the collaboration, particularly regarding the absence of the "LEICA" watermark in the camera after system upgrades, which Xiaomi explained was due to compliance with Leica's updated visual standards [4][6] - The strategic partnership between Xiaomi and Leica was announced on May 23, 2022, with the first jointly developed series, the Xiaomi 12S, launched on July 4, 2022 [6][8] Group 2 - Insider information suggested that each phone's licensing fee with Leica could reach $3-5, indicating that reducing these fees could lower production costs and enhance pricing advantages, particularly affecting Xiaomi's Redmi and POCO series [6] - The upcoming Snapdragon 8 Elite 2 chip, expected to be released in September, is based on TSMC's third-generation 3nm N3P process and features a second-generation self-developed Oryon CPU architecture [7]

Core Viewpoint - The recent personnel changes at BYD, involving Zhao Changjiang and Li Hui, reflect the company's internal rotation system and aim to strengthen its high-end brand transformation efforts [1][2]. Group 1: Personnel Changes - Zhao Changjiang has been appointed to lead the Tengshi Fangchengbao direct sales network, while Li Hui will take over the Tengshi sales division [1]. - Both individuals are considered key figures in BYD's transition to high-end brands, with extensive experience within the company [1]. Group 2: Brand Development and Sales Performance - Since the launch of the Tengshi D9 in August 2022, it has achieved significant sales milestones, including over 6,000 units sold monthly within five months and over 10,000 units within seven months [5]. - The Tengshi D9 has become the best-selling MPV in China for 2023 and 2024, surpassing traditional competitors like the Buick GL8 [5]. - As of May 2025, the Tengshi D9 has maintained its position as the top-selling MPV in its price range, with over 50% of sales coming from models priced above 400,000 yuan [5]. Group 3: Global Expansion and Product Innovation - Tengshi has begun its global expansion, with the D9 leading sales in several Southeast Asian countries and entering the European market with the launch of the Z9 GT [7]. - BYD is establishing manufacturing facilities in Hungary and Turkey, with plans to produce 350,000 and 150,000 vehicles annually, respectively, to support Tengshi's growth [7]. - The Tengshi D9 features a high level of domestic component integration, with a 91% localization rate for core parts, showcasing BYD's commitment to self-research and development [7][8]. Group 4: Future Outlook - The company is preparing to launch new models, including the N8L, which is expected to drive monthly sales to 20,000-30,000 units [10]. - Tengshi aims to achieve a fully intelligent phase in its product offerings, building on the success of its previous models [10].

以下文章来源于红色星际 ，作者红色星际科技 红色星际 . 让更多人，更深入地了解自动驾驶行业！ 今年这家新势力将智驾投入的重心从端到端转移到了VLA，试图在端到端上取得拔尖成绩之后继续乘胜突击。这位负责人作为"舵手"可谓核心关键人物，而就在这样的节 骨眼上，如此核心的人物休假，对于这家新势力在前沿技术的研发上会产生什么样的影响呢？ 本文只做学术分享，如有侵权，联系删文 今年这家新势力的智驾核心团队并不稳定。智驾最核心的三个部门：端到端、世界模型、量产，端到端负责人已经离职，世界模型负责人带病休假，就只有量产的负责人 还在。 智驾一号位似乎对此并不担忧，还是信心满满，认为等新模型量产上车会在业界取得断代式领先。不过，端到端和世界模型是最重要的两个技术，核心人物不稳定，并不 是一个好现象。 这几年新势力在智驾自研上都出现一个严重的现象，人才流动和动荡成为常态。而且，越是某一阶段做的拔尖的新势力，人才越频繁的动荡。 作者 | 红色星际科技 来源 | 红色星际 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15个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 据悉 ...

机器之心原创 作者：闻菲 当整个人工智能行业都在为「如何给程序员打造更快的马」而疯狂投入时，一支特立独行的团队选择 「直接去造汽车」。 「大模型的发展，更像一场篮球比赛才刚刚打完第一节。所有人都在用第一节的比分去判断整场比赛 的胜负，但我们认为，还有第二、三、四节要打。」蔻町智能（AIGCode）创始人兼 CEO 宿文用这 样一个比喻，为当前略显拥挤的 AI 编程赛道，提供了一个不同的观察视角。 自 2022 年底 ChatGPT 引爆全球以来，AI 编程被普遍认为是大语言模型最快、最确定能实现严肃商 业化（PMF）的一个赛道。从 GitHub Copilot 的成功，到科技大厂和创业公司纷纷推出自己的编程 助手，行业似乎已经形成一种共识：AI 是程序员的「副驾驶」，其核心价值在于提升代码编写效 率。 网络结构创新是破局关键 在许多人眼中，大模型的基座之战似乎已尘埃落定。后来者尤其是创业公司，只能在应用层寻找机 会。宿文对此的看法截然不同：「我们认为大模型技术，或者说基座模型的发展，还处于婴幼儿时 期。」 他指出，现有以 Transformer 为基础的模型架构，在学习机制和知识压缩效率上存在根本性问题。 「 ...

Core Insights - Leap Motor is becoming a preferred choice in the rational consumption era due to its precise positioning and exceptional price-performance ratio [1] - The company achieved a remarkable delivery of 48,006 units in June, marking a year-on-year increase of over 138%, with total deliveries exceeding 220,000 units in the first half of the year [1][9] - Leap Motor has maintained the top position in the new energy vehicle sales rankings for four consecutive months [1][9] Sales Performance - Leap Motor's cumulative deliveries reached 221,664 units in the first half of the year, leading the new energy vehicle sector [9][10] - The company is on track to become the second new energy vehicle brand to enter the "million club" with over 800,000 cumulative deliveries as of June 18 [9] Market Expansion - The introduction of new models, including the B series and the upcoming D and A series, is expected to drive sales growth [5] - Leap Motor's partnership with Stellantis, involving an investment of approximately €1.5 billion, marks a significant collaboration in the industry [13] - The company has achieved the highest cumulative export sales among new energy brands in China, with over 17,200 units exported in the first five months of the year [13] Product Development - The launch of the 2026 model C16 and the upcoming B01 electric sedan are expected to further boost delivery volumes [13] - The C16 has become a best-seller in the 15-20 million yuan SUV segment, capturing a 70% market share in its category [16] - Leap Motor's B10 model targets the 10-15 million yuan market, enhancing its competitiveness with advanced technology at a lower price point [17] Competitive Advantage - Leap Motor's self-research and development capabilities account for over 65% of vehicle costs, contributing to improved profitability [17] - The company emphasizes the importance of solid technical accumulation and creating real value for users as the foundation for its growth [17]

撰 文 / 刘宝华 设 计 / 赵昊然 7月第一天，蔚来交出销量成绩单。 6月，公司三品牌总计交付新车24,925台，同比增长17.5%。二季度整体交付72,056台新车，环比一 季度大增71.2%，创下历史第二好成绩。 蔚来三品牌呈现出协同发力的良好态势。蔚来主品牌6月交付14,593台，继续担当销量主力；乐道 品牌交付6,400台，创今年月交付新高；firefly萤火虫品牌也交付3,932台，同样创下年内最佳表现。 截至目前，蔚来公司累计交付新车785,714台，其中蔚来品牌725,248台，乐道品牌52,623台，firefly 萤火虫品牌7,843台。这一数据验证了蔚来公司三个品牌不同定位的产品，正在各自细分市场逐步 站稳脚跟。 在多重挑战叠加之下，蔚来这份答卷的含金量尤为凸显。新能源汽车市场"价格战"空前惨烈，小米 SU7的强势入局更吸走了大量关注，环境异常残酷；同时，蔚来主销车型5566正处于产品切换关键 期；加之25Q1财报后遭遇密集恶意唱衰。 然而，蔚来前期投入的价值正加速兑现，成功顶住压力逆势而上，在这场硬仗中交出了一份韧性十 足的答卷，这样的表现在当前残酷的中国汽车市场大环境下显得格外珍贵 ...

Core Viewpoint - The recent surge in the Nasdaq China Golden Dragon Index, driven by the inclusion of Pony.ai, highlights a renewed global capital interest in China's hard technology, particularly in the autonomous driving sector [1][3]. Group 1: Company Performance and Market Position - Pony.ai's stock price soared by 16.73% after being added to the Nasdaq China Golden Dragon Index, marking the fastest record for a Chinese company from IPO to index inclusion in just 7 months [1][3]. - The company has accumulated over 45 million kilometers in autonomous driving testing, with over 8 million kilometers in fully driverless testing [3][4]. - Pony.ai's seventh-generation autonomous driving system has reduced hardware costs by 70%, with the cost of a single Robotaxi now under $30,000, approaching the breakeven point for traditional ride-hailing services [4][5]. Group 2: Competitive Advantages - Pony.ai's unique advantages include full-stack self-research capabilities, a closed-loop data processing toolchain, and significant cost reductions in hardware components [3][4]. - The company has achieved a user repurchase rate of 73% for its Robotaxi services in Sydney, significantly outperforming competitors like Waymo [8]. Group 3: Strategic Partnerships and Expansion - Pony.ai is collaborating with major automotive manufacturers like Toyota and BAIC to develop its seventh-generation Robotaxi, set to launch in major Chinese cities in 2025 [7][8]. - The company is also expanding internationally, with plans to operate Robotaxi fleets in Dubai and Australia, leveraging favorable policies and capital support in the Middle East [11][12][13]. Group 4: Market Trends and Future Outlook - The global Robotaxi market is projected to grow at a compound annual growth rate of 64.1% from 2025 to 2032, with the Middle East leading the growth at 83% [12]. - The combination of technology validation, capital leverage, and market replication is driving a global expansion strategy for Chinese autonomous driving companies [9][14].