完整早报音频，请点击标题下方小耳机收听 【小米汽车高管辟谣 "退订会造成小米汽车崩塌"传闻：不实内容】 5 月 16 日， # 小米汽车副总裁 称退订小米会崩塌 # 话题登上微博热搜。有报道称，小米汽车高管就 SU7 Ultra 车型维权事件与维 权车主约谈三个多小时，但没能达成最终方案。并透露，"退订会直接造成小米汽车的崩塌。"对此， 小米汽车副总裁李肖爽微博发文表示，"这两天出差见了很多行业朋友，也和一些车主就大家关心问 题进行了面对面的交流沟通，充分聆听大家的声音，但整个过程本人从没说过今日谣传的信息，目前 相关报道均为不实内容，请造谣传谣者自重。"（新浪财经） 【何小鹏炮轰同行三倍薪资乱挖人？小鹏公关负责人澄清：没指同行】 5 月 16 日下午消息，社交 媒体有消息称，近日，小鹏汽车董事长、 CEO 何小鹏做客某档栏目时，狠狠批评了一下"同行们"， 引发了网友热议。他表示，"一些企业只会跟风，用三倍工资挖人。这样的好处是少走了非常多的弯 路，坏处是让这个社会都不想创新了，都是先模仿再超越，这个'超越'就是做的更便宜。" 此视频一 经传出后，虽然何小鹏没有指名道姓，但有不少网友却将目光放在了小米身上，认 ...

Core Insights - OpenAI has launched a cloud-based software engineering agent called CODEX in a research preview version [1] Company Summary - The introduction of CODEX represents OpenAI's continued innovation in artificial intelligence and software development tools [1] Industry Summary - The launch of CODEX may influence the software engineering industry by providing advanced AI tools that can enhance productivity and efficiency [1]

Core Insights - The global automotive parts industry is in a "stagnation transformation period," with traditional growth engines fading and a new order still in chaos [2] - Chinese automotive parts suppliers show a notable EBIT margin of 5.7%, significantly higher than Europe at 3.6% and South Korea at 3.4% [2] - The rapid growth of software-defined vehicles (SDVs) contrasts with the declining market penetration rate of pure electric vehicles, which dropped from 60% to 25% [3] Industry Dynamics - The Chinese market benefits from three driving forces: policy-driven growth in the new energy vehicle sector, demand expansion from consumption upgrades, and export opportunities from global supply chain restructuring [2] - In contrast, the European market struggles with the sunk costs of traditional fuel vehicle systems and mismatched transition rhythms to new energy [2] - The acceleration of SDVs and the slowdown in pure electric growth necessitate a balance between traditional and new business models for parts suppliers [3] Technological and Strategic Shifts - The report highlights the need for parts suppliers to develop "technology modularization" capabilities to adapt to different regional standards due to geopolitical shifts and technological divergence [4] - Companies are urged to enhance product development speed, create new R&D ecosystems, and improve operational efficiency to better integrate into regional industrial ecosystems [4] - Leading companies are adopting a dual-track evolution in product portfolios, balancing cash flow businesses with strategic growth areas [4] Operational Innovations - Industry leaders are leveraging digital twin technology to reduce R&D cycles by 30% and using AI quality inspection to lower defect rates to 0.2% [5] - The digital transformation is evolving from efficiency tools to core competitive advantages for companies [5]

使用CarPlay Ultra需要驾驶员拥有运行iOS 18.5或更高版本的iPhone 12，该软件还能够控制某些车辆设置。同时，像倒车摄像头等某些功能仍可"穿 透"CarPlay用户界面正常使用。 苹果方面表示，部分现有兼容的阿斯顿·马丁汽车将在未来几周内通过当地经销商提供的软件更新获得CarPlay Ultra功能。此外，现代、起亚和Genesis等汽车 品牌已签约，将在其车辆中实现对该功能的兼容。 苹果公司暗示，CarPlay Ultra推出缓慢，部分原因是需要进行一些工作，使其软件能够契合合作汽车制造商"独特的品牌和视觉设计理念"。该公司在周四的 新闻稿中表示，这些"定制主题"是与阿斯顿·马丁等汽车制造商的设计团队"密切合作"打造的，驾驶员还能够"根据个人喜好定制主题的颜色和壁纸"。（纯 钧） 【环球网科技综合报道】5月16日消息，苹果公司于近日宣布，其下一代CarPlay信息娱乐软件"CarPlay Ultra"正式推出。这距离该软件最初发布已过去三年 时间，此次新版软件将率先在美国和加拿大的新款阿斯顿·马丁汽车上搭载，不过推出时间比原计划晚了大约半年。 CarPlay Ultra依然由iPhon ...

Core Insights - The automotive industry is transitioning from hardware-focused competition to cognitive capabilities, with a shift towards "software-defined vehicles" and "cognitive reshaping of mobility" [1] - The evolution of smart cockpits is described in three stages: from a "Q&A tool" to an "all-around assistant," and finally to a "family member" with memory and empathy [1][8] - The penetration rate of L2-level assisted driving new cars in China reached 65% in Q1 2025, but challenges such as price wars and self-research trends among car manufacturers are emerging [1] Company Strategy - The company positions itself as an AI infrastructure and cloud service provider, deeply integrating with car manufacturers' data and R&D systems [3][19] - The focus is on the automotive sector as the strongest driver for AI development, leveraging multi-modal large models and world models to enhance capabilities [4][5] - The company aims to provide cloud services and foundational infrastructure for autonomous driving, shifting the R&D focus from vehicle-based to cloud-based solutions [22] Technology and Innovation - The company utilizes a combination of "world models + reinforcement learning" to overcome data limitations and reduce hardware dependency while ensuring system safety [1][10] - The approach to autonomous driving emphasizes simulation and reconstruction of failure scenarios to improve safety and model generalization [16] - The company believes that laser radar is a temporary requirement and can be replaced as model algorithms and data iterations improve [12][13] Collaboration with Automakers - The relationship with automakers is described as a "Tai Chi" model, emphasizing mutual dependence and collaboration rather than a clear-cut supplier-client dynamic [3][18] - The company has already integrated its products into seven vehicle models and plans to expand its offerings with more affordable solutions [17] - Data ownership remains with car manufacturers, and the company ensures data privacy through desensitization techniques [21] Future Outlook - The company aims to lead in the rapidly evolving field of general artificial intelligence, enhancing user experiences in the automotive sector over the next 3 to 5 years [24] - The focus will be on developing a platform that supports the AI ecosystem, ensuring that advanced technologies find suitable applications and feedback loops [24]

Core Viewpoint - The conference focused on the theme "Digital Intelligence Empowering the Development of New Quality Productivity in the Oil and Petrochemical Industry," emphasizing the role of digital technologies in driving innovation and green transformation in the sector [1][3]. Group 1: Conference Overview - The "2025 China Oil and Petrochemical Enterprises Information Technology Exchange Conference and New Quality Productivity Development Summit Forum" was held in Beijing from May 15 to 16, co-hosted by several major industry organizations [1]. - The event aimed to align with national strategies for developing the digital economy and artificial intelligence, fostering new quality productivity [1][4]. Group 2: Key Participants and Contributions - Notable attendees included leaders from major companies such as China National Petroleum Corporation, China Petroleum & Chemical Corporation, and China National Offshore Oil Corporation, who discussed the direction and goals for high-quality development supported by digital transformation [3]. - The conference featured presentations from various experts and academicians, showcasing successful practices in digital transformation and the latest research in fields like bionic intelligence and AI safety [3][4]. Group 3: Forums and Discussions - The conference included ten specialized forums covering topics such as industrial internet, big data, and intelligent oil fields, gathering insights from 238 industry experts [4]. - Over 3,600 representatives from the energy sector, including companies, universities, and research institutions, participated in the event, highlighting the collaborative effort towards digital transformation in the oil and gas industry [4]. Group 4: Significance and Future Outlook - The timing of the conference coincided with the conclusion of the "14th Five-Year Plan" and the planning for the "15th Five-Year Plan," making it a pivotal moment for strategic discussions [4]. - The outcomes of the conference are expected to significantly contribute to the advancement of high-level technological self-reliance and the cultivation of new quality productivity in the oil and petrochemical sector [4].

"创意与创业之间最大的鸿沟是什么？"云洲数字创始人钟国睿认为，是技术。而Cloudasis AI正是为了 填平这道鸿沟，让零代码基础的普通人，也能够实现从创意到产品的"完整闭环"。当编程技术门槛大幅 降低甚至消失，每个普通人都能成为'产品经理'。作为人人可用的生产力工具，Cloudasis AI正在重塑创 新创业的底层逻辑。在钟国睿描绘的未来图景中，旅行者可以自主生成定制化旅行预约系统；老师可以 自主搭建教学数据库，许多曾被技术壁垒隔绝的创意，在Cloudasis AI的赋能下，有机会演变为改变产 业格局的真实产品。 在数字化转型加速的背景下，传统软件开发面临着成本高昂、周期冗长、技术壁垒森严等多重痛点。钟 国睿指出："传统开发模式如同'流水线作业'，程序员、项目经理与客户之间反复沟通，效率低下且易 出错。"他以某省会城市智慧政务平台为例，传统开发需半年时间，而通过Cloudasis AI仅用两周即可完 成同等任务。 在为阿曼政府提供的智慧农业大棚系统软件中，Cloudasis AI在大大缩短开发时间的同时，其开发成本 不足传统开发的1/10。而耗时2个月传统农业大棚管理系统，使用Cloudasis AI只需 ...

Financial Data and Key Metrics Changes - Net sales and revenues decreased by 16% to $12.763 billion, while net sales for equipment operations fell by 18% to $11.171 billion [13] - Net income attributable to Deere and Company was $1.804 billion, or $6.64 per diluted share [13] - Equipment operations margin was 18.8%, demonstrating strong execution despite challenging market dynamics [12] Business Line Data and Key Metrics Changes - Production and Precision Ag segment net sales were down 21% to $5.230 billion, with an operating profit of $1.148 billion and a 22% operating margin [14] - Small Ag and Turf segment net sales decreased by 6% to $2.994 billion, with an operating profit of approximately $574 million and a 19.2% operating margin [15] - Construction and Forestry segment net sales declined by 23% to $2.947 billion, with an operating profit of $379 million and a 12.9% operating margin [24] Market Data and Key Metrics Changes - Large ag equipment industry sales in the U.S. and Canada are expected to decline by approximately 30% due to high interest rates and trade uncertainty [17] - Small ag and turf industry demand in the U.S. and Canada is projected to decrease by 10-15% [18] - European industry sales are expected to decrease by about 5%, while South American sales forecasts remain flat [19][20] Company Strategy and Development Direction - The company remains committed to its Smart Industrial strategy, focusing on innovation and advanced technology integration [10][12] - Plans to invest $20 billion in the U.S. over the next decade to enhance product development and manufacturing capabilities [11] - The company aims to navigate uncertain markets while maintaining investments in value-creating products and solutions [7] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of customer relationships and maintaining focus during periods of volatility [5][6] - The outlook for fiscal year 2025 has been broadened due to a fluid tariff environment, with net income guidance now between $4.75 billion and $5.5 billion [30] - Management expressed optimism about future opportunities despite current market challenges [12][68] Other Important Information - The company is actively working on mitigating tariff impacts, with an expected pre-tax tariff impact of over $500 million for fiscal year 2025 [38] - The company has seen stabilization in the North American ag market, which may provide reassurance if uncertainties abate [50] Q&A Session Questions and Answers Question: Can you discuss the SaaS models and the Precision Essential product line? - The company has three main SaaS offerings: precision digital technologies, sense and ag technologies, and forthcoming autonomous solutions [74][75] - The Precision Essentials product line includes core elements of precision agriculture, offered at a lower upfront cost with an annual license [74] Question: What is the implied profitability for the PPA segment in the second half? - The tariff impact and a mix impact from North American large ag being down are significant factors affecting profitability [82] Question: How will the early order program pricing change in 2026? - The structure of early order programs will remain similar, providing price flexibility as tariffs evolve [87] Question: Can you clarify the price-cost conversation and potential pricing strategies for 2026? - The company is reviewing list prices for 2026 to ensure they can continue to push pricing ahead of inflation [99]

DeepSeek刚刚发表了一篇名为《深入解读 DeepSeek-V3：AI 架构的扩展挑战与硬件思考》（Insights into DeepSeek-V3: Scaling Challenges and Reflections on Hardware for AI Architectures）的回顾性论文，梁 文锋也是作者之一。这篇论文深入剖析了最新的大模型DeepSeek-V3及其AI基础设施扩展方案， DeepSeek-V3的实践充分证明了硬件-软件协同设计在提升AI系统可扩展性、效率和鲁棒性方面的巨大潜 力。（AI寒武纪） ...

二、板块轮动：防御性赛道与政策受益领域领涨 尽管市场整体承压，部分板块仍逆势走强： 日用化工与消费板块： A 股日用化工指数大涨 3.20% ，芭薇股份暴涨 29.6% ，福瑞达、拉 芳家化等涨停。高端材料供需紧张推动吉林化纤碳纤维产品提价，刺激化工股集体爆发。 医药与合成生物概念： 合成生物概念股金达威等多股涨停，制药板块中川宁生物、拓新药业等 涨幅居前，市场对国产替代与国际化布局预期升温。 航运板块： 中美关税窗口期引发囤货需求，港口航运股南京港等涨停 。 而科技成长板块普遍回调，算力、软件开发、鸿蒙概念等跌幅居前，反映市场对高估值赛道短 期风险的规避。 三、市场调整的三大驱动因素 政策利好与基本面压力的博弈 一、全球主要指数表现分化 今日全球市场呈现显著分化态势。美股方面，纳斯达克指数延续强势，收涨 0.72% ，实现日 线六连涨，标普 500 微涨 0.10% ，而道琼斯工业指数则下跌 0.21% 。大型科技股表现亮 眼，特斯拉、英伟达均涨超 4% ，谷歌、微软等也小幅跟涨，但英特尔、苹果等部分权重股拖 累指数。 相比之下， A 股市场震荡调整，沪指跌 0. 68 % ，深成指跌 1. 6 2% ，创 ...