美国上周初请失业金人数19.1万人，为三年多来的最低水平，低于预期。路透调查显示，超八成经济学 家预计美联储12月将降息25个基点。美股三大指数集体高开，纳指涨0.31%，标普500指数涨0.23%，道 指涨0.12%。 Meta大涨超5%，公司CEO扎克伯格计划将元宇宙项目支出削减至多30%。 美光科技跌2.1%，公司将在全球内存供应短缺之际退出消费级内存业务。 Snowflake跌9.5%，本季业绩指引疲软，AI工具盈利能力遭质疑。 (格隆汇) 英伟达涨超1%，GB200 NVL72系统可将开源AI模型的性能最高提升10倍。 ...

Core Insights - Meta Platforms is planning a significant strategic reduction in its metaverse project, with potential budget cuts of up to 30% for the fiscal year 2026, affecting products like "Horizon Worlds" and Quest VR devices [1] - The Reality Labs division has incurred cumulative losses exceeding $70 billion since the company's pivot to the metaverse in 2021, with ongoing investor skepticism due to limited consumer applications and privacy concerns [1] - Following the news of budget cuts, Meta's stock price rose over 6% in pre-market trading, indicating market optimism regarding the company's decision to tighten its long-term loss-making ventures [2] Budget Cuts and Strategic Shift - The budget cuts are part of Meta's fiscal planning for 2026, with CEO Mark Zuckerberg requesting a general 10% expense reduction across business lines, while the metaverse division faces deeper cuts due to disappointing market performance [1] - Analysts have suggested that Meta should consider shutting down the Reality Labs division, with predictions that projects like Horizon Worlds may be closed by the end of the year to focus on more promising AI initiatives [3] Focus on AI and Hardware - Zuckerberg has shifted focus from the metaverse to AI, emphasizing large models and generative AI products, including the Llama model and Meta AI assistant, as well as AI-related hardware like Ray-Ban smart glasses [3] - Despite the cuts in metaverse spending, Meta continues to strengthen its consumer hardware strategy, recently hiring a prominent design leader from Apple, signaling a future direction more aligned with AI rather than virtual world development [4]

Core Insights - Meta Platforms is planning a significant strategic reduction in its metaverse project, with potential budget cuts of up to 30% for the fiscal year 2026, affecting products like "Horizon Worlds" and Quest VR devices [1] - The Reality Labs division has accumulated losses exceeding $70 billion since the company's pivot to the metaverse, raising investor skepticism due to limited consumer applications and ongoing controversies [2] - CEO Mark Zuckerberg is shifting focus towards AI, emphasizing large models and generative AI products, while reducing emphasis on the metaverse [3] Group 1 - Meta's metaverse budget cuts are part of a broader strategy to address ongoing losses and lack of expected market growth [1] - The company is expected to announce new layoffs as early as January, following internal discussions about budget reductions [1] - The stock price rose over 6% in pre-market trading after news of the cuts, indicating market optimism regarding the reduction of long-term losses [2] Group 2 - Zuckerberg's recent public statements have shifted towards AI, with significant investments in AI models and related hardware, moving away from metaverse discussions [3] - Analysts have suggested that closing the Reality Labs division could allow Meta to focus resources on more promising AI initiatives [3] - Despite the cuts in metaverse spending, Meta continues to strengthen its hardware strategy, recently hiring a prominent design leader from Apple to align future products with AI ecosystems [4]

来源：滚动播报 META盘前涨逾5%，扎克伯格计划削减元宇宙业务预算。 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 Meta Platforms的扎克伯格计划对Metaverse预算削减30%。 风险提示及免责条款 ...

天眼查显示，东超科技实际控制人为韩东成，总持股比例为24.2%，表决权为31.84%。目前，韩东成担 任公司董事长兼总经理、财务负责人。 东超科技成立于2016年8月，是全球虚拟现实与人工智能技术企业、元宇宙领域独角兽企业。公司以人 工智能和虚拟现实技术为主要研发方向，先后承担多项国家、省部级重点研发专项，核心技术入选"国 家重点研发计划颠覆性技术创新重点专项"。 公司自主研发的"无介质空中悬浮成像"技术将科幻电影场景变为现实。该技术应用光场重构原理，基于 矩阵光波导的空中成像方法，依托自主研发的具有负折射功能效应的新型材料（负折射平板透镜），集 成相关交互技术后，实现了空中精准复杂交互式成像系统。 瑞财经 刘治颖 近日，安徽省东超科技有限公司（以下简称"东超科技"）完成数千万元B++轮融资。本 轮融资由厦门国资先进一号制造业基金领投，长沙国资、京津冀国家创新中心基金及广东协同创新基金 跟投。 本轮资金将重点用于推动"无介质空中悬浮成像"技术在医疗卫生、文旅展陈、智能座舱、低碳环保、民 生工程等重点领域的在地化应用，同时支持国家重点科研项目的持续攻关。 ...

Core Insights - Alan Dye, Apple's design director, has announced his departure to join Meta, marking a significant shift in Apple's design leadership [1][11][19] - Dye has been instrumental in major Apple product designs since joining in 2006, including the iPhone, iPad, and the recent Vision Pro [5][8] - His exit is part of a broader trend of high-level departures from Apple, raising concerns about the future of its design team [19][21] Group 1: Alan Dye's Contributions - Alan Dye was responsible for the largest UI update in iOS in 12 years, introducing the Liquid Glass design language [2][9] - He played a key role in the design of various Apple products, including the Apple Watch and the recent Vision Pro, emphasizing user interaction across hardware and software [5][8] - His design philosophy blurred the lines between hardware and software, aiming for a seamless user experience [9][11] Group 2: Meta's Strategic Move - Meta is establishing a new design studio led by Dye, focusing on integrating hardware, software, and AI [11][14] - The recruitment of Dye and his team is part of Meta's strategy to enhance its capabilities in wearable devices and AI, as CEO Mark Zuckerberg believes these will replace smartphones [14][17] - Meta's aggressive hiring strategy includes offering substantial salaries to attract top AI talent, indicating a strong commitment to innovation in this area [17][23] Group 3: Apple's Leadership Changes - The departure of Dye is part of a larger trend of executive turnover at Apple, with several key figures, including COO Jeff Williams and AI head John Giannandrea, recently leaving [19][21] - Apple's design team has faced instability since the departure of Jony Ive in 2019, with many veteran designers leaving for other opportunities [21][23] - Stephen Lemay, a long-time Apple designer, has been appointed to succeed Dye, but concerns remain about the continuity of Apple's design excellence [21][23]

Core Insights - Microsoft officially discontinued its mixed reality collaboration platform, Mesh, on December 1, redirecting users to the immersive event features within Teams [2][3] - The closure of Mesh was anticipated due to its overlapping functionalities with Teams, which also offers immersive space options [2][3] - The shift in focus from the metaverse to AI development has led to the abandonment of significant projects like HoloLens and the U.S. Army contract [3] Summary by Sections Microsoft Mesh Overview - Microsoft Mesh was a mixed reality collaboration platform designed to host meetings and events in a 3D virtual world [4] - The service was closed due to redundancy with Teams and the failure of Microsoft's metaverse strategy [4] Post-Mesh Functionality - Users can still access similar features through Teams, which now integrates the immersive event capabilities previously offered by Mesh [4] - Hosting immersive events in Teams requires specific business Teams licenses and Teams Premium licenses [4] Differences Between Teams and Mesh - The primary distinction lies in participant limits: Teams allows up to 16 participants for immersive meetings, suitable for smaller gatherings, while Mesh supported up to 330 participants for larger events [4]

Core Viewpoint - The news highlights the significant growth and strategic initiatives of GoerTek Inc., a technology innovation enterprise from Weifang, which has become a leader in the global acoustic and optical precision components and smart hardware sectors [1][3]. Group 1: Company Overview - GoerTek Inc. was established in 2001 and has developed into a key high-tech enterprise in China, recognized as a national technology innovation demonstration enterprise and a champion in specific manufacturing sectors [1][3]. - The company has consistently ranked among the top 500 enterprises in China and the top 500 private enterprises, with a goal to be included in the Fortune China Technology 50 list by 2025 [1]. Group 2: Strategic Initiatives - GoerTek is deeply integrated into global supply chains, targeting international markets and leading in product shipments of micro speakers, MEMS acoustic sensors, virtual reality, and smart wearables [3]. - The company is enhancing collaboration with global strategic clients and exploring the integration of AI with smart terminals, as well as developing new technologies and products for the metaverse [3]. Group 3: Innovation and Talent Development - GoerTek is spearheading the establishment of the National Virtual Reality Innovation Center and collaborating with renowned universities to promote talent cultivation through industry-education integration [3]. - The company is implementing targeted talent acquisition plans and plans to strengthen its talent development efforts to support the growth of emerging industries [3]. Group 4: Future Outlook - As the AI revolution accelerates, GoerTek aims to seize development opportunities, expand its production layout in Weifang, and enhance its smart manufacturing model to create a globally competitive AI and metaverse industry cluster [4].

当资本的涓流汇聚成河，当投资的眼光穿越周期，我们便看到了"基金的力量"。2025年第5期《金融 史》以这一主题为核心，进行了一场跨越时空的深度梳理。它不再简单地将基金视为金融工具，而是将 其解读为一种融合了历史智慧、制度信任与未来愿景的文明载体，为我们理解现代金融生态提供了纵深 感与前瞻性并存的宏大视角。 本期的基石，建立在清晰的历史脉络之上。从1868年全球首只契约型基金的诞生，到美国创投七十年的 风雨历程，再到中国基金业从"珠信基金"的蹒跚学步到今天成为全球资本市场的重要力量，第5期《金 融史》系统性地勾勒出基金演进的"全球航线图"。尤为值得一提的是对苏州基金博物馆的详实介绍，它 不仅是这段历史的保存者，更是积极的讲述者。其六大展厅通过"声、光、电、影、物"等手段，将抽象 的金融概念转化为可感知的历史现场，真正践行了"金融启蒙"的使命，让基金从专业殿堂走进了公众认 知。 如果说历史是骨架，那么深刻的观念则是本期内容的灵魂，多位金融界大家的观点在理论层面为基金发 展提供了深刻指引。王巍理事长一针见血地指出，基金的核心在于"信托、理财与价值观"的三位一体。 这一论述将基金从纯粹的技术层面提升至价值层面，强调了 ...