英伟达CEO黄仁勋近日对任正非的讲话表达了他的观点。他表示"(虽然)我们的技术比他们领先一代， 但重要的是要记住，技术层面的人工智能是一个并行问题。如果每台计算机的性能不够强，那就用更多 的计算机。他所说的是，中国有充足的能源，他们会使用更多的芯片。所以在很多方面，他是在说中国 的技术对中国来说已经足够好了。如果美国不想参与中国(的市场)，华为能覆盖中国市场的需求，也能 覆盖其他所有地区。"6月10日，华为创始人任正非表示，芯片问题其实没必要担心，用叠加和集群等方 法，计算结果上与最先进水平是相当的。(第一财经) ...

Group 1 - The Ministry of Education plans to approve the establishment of 10 new undergraduate higher education institutions, including the Greater Bay Area University, as part of its ongoing efforts to enhance higher education in China [1] - In 2024, there will be a total of 470,000 various types of schools across the country, with 28,646,500 students enrolled in different educational levels and 18,851,000 full-time teachers [2] - The gross enrollment rate for higher education is projected to reach 60.8% in 2024, indicating a steady increase in access to higher education [2] Group 2 - The 2025 "Green Card" professional list released by the Maxis Research Institute highlights that all recognized undergraduate programs are from the engineering field, including Electrical Engineering and Automation, Microelectronics Science and Engineering, and Mechatronics Engineering [3] - These "Green Card" programs are closely aligned with national strategic needs in areas such as chip manufacturing, carbon neutrality, and intelligent manufacturing, reflecting current policy support [3] Group 3 - ST Dongshi announced that its stock and "Dongshi Convertible Bonds" will be suspended from trading starting June 20, 2025, due to the company's failure to rectify issues related to fund usage by its controlling shareholder [5] - The suspension period is expected to last no more than two months, indicating potential challenges for the company in meeting regulatory requirements [5]

要闻提示 NEWS REMIND 1.马云亲自回帖！万字离职贴引爆阿里内网，引无数人共鸣忆往昔 2. 总市值突破700亿元！影石创新上市首日暴涨285% 3.小鹏自研图灵芯片展出时被偷，正在查监控 4.玄学大战继续：京东找了惠英红，称红的会赢 5. 哪吒创始人被围堵！讨薪员工：态度恶劣，欲抬腿踢员工 6.传MiniMax将发布文本推理模型，还计划推出独立的音频应用 7.谷歌启动全公司范围"自愿离职计划"，搜索等核心业务部门受波及 8.特斯拉首辆全自动驾驶汽车将交付！马斯克：将从生产线直接开向车主家中 今日头条 HEADLINE NEWS 马云亲自回帖！万字离职贴引爆阿里内网，引无数人共鸣忆往昔 近日，阿里内网被一篇近万字的离职帖搅得火热，发帖人是一位钉钉的产研leader（花名：元安），在阿 里工作多年，汇报线为无招-2，职级预估在P9或P8左右。离职贴全文针砭时弊、慷慨陈词，一经发布 后，迅速引发许多阿里同事的关注，浏览量很快破万，收获了极高的认可度。不少员工称赞元安为 "真正 的阿里价值观践行者" ，就连无招也送上了祝福。 元安在帖中展露了一位"老阿里人"的情怀："那时候被尊重不是由于阿里人收入高，更多的 ...

Group 1: New Stock Subscription - XinHengHui (新恒汇) - XinHengHui is an integrated circuit company specializing in chip packaging materials, with main businesses including smart card, etching lead frame, and IoT eSIM chip testing services [1][4] - The IPO price is set at 12.80 CNY per share, with an institutional offering price of 19.98 CNY per share, resulting in a market capitalization of 2.3 billion CNY [2] - The company has a P/E ratio of 17.76, significantly lower than the industry average of 37.99, indicating potential undervaluation [2] - The funds raised will be allocated to high-density QFN/DFN packaging material industrialization (4.56 billion CNY, 87.92%) and R&D center expansion (0.63 billion CNY, 12.08%) [4] - XinHengHui has established long-term partnerships with major security chip design firms and smart card manufacturers, with applications in communications, finance, transportation, and identity verification [4] Group 2: Market Position and Control - XinHengHui holds a market share of 31.63% and 32.32% in flexible lead frame products for 2022 and 2023, ranking second globally [5] - The company has an annual production capacity of approximately 2.342 billion smart card modules, with market shares of 20.71% and 17.87% for 2022 and 2023, respectively [5] - The actual controllers of XinHengHui, Yu Renrong and Ren Zhijun, hold a combined 51.25% of the shares, with Yu being the largest shareholder at 31.94% [5][6] Group 3: New Stock Listing - YingShi ChuangXin (影石创新) - YingShi ChuangXin focuses on the R&D, production, and sales of smart imaging devices, including panoramic and action cameras [7] - The IPO price is set at 47.27 CNY per share, with an institutional offering price of 47.63 CNY per share, resulting in a market capitalization of 18.96 billion CNY [8] - The company has a P/E ratio of 20.04, lower than the industry average of 38.21, suggesting potential investment appeal [8] - The funds raised will be used for the construction of a smart imaging device production base (1.95 billion CNY, 42.14%) and a Shenzhen R&D center (2.68 billion CNY, 57.86%) [10] - YingShi ChuangXin's brand "Insta360" holds a global market share of 67.2% in panoramic cameras, ranking first, and is second in the global action camera market [10] Group 4: Product and Revenue Insights - Consumer-grade smart imaging devices have consistently been the core product for YingShi ChuangXin, contributing over 80% to revenue from 2022 to 2024 [11] - The company has received accolades such as "National Specialized and Innovative 'Little Giant' Enterprise" and "National Manufacturing Single Champion" from the Ministry of Industry and Information Technology [11]

Core Viewpoint - The article emphasizes the resilience and potential of China's semiconductor industry, highlighting the importance of foundational research and the development of artificial intelligence technologies. Group 1: Chip Development - Ren Zhengfei stated that there is no need to worry about chip development, asserting that many Chinese companies are making significant progress in this area, including Huawei [3] - He acknowledged that Huawei is currently one generation behind the U.S. in single-chip technology but emphasized the use of mathematical methods to compensate for this gap [3] - The potential for growth in mid-to-low-end chips and compound semiconductors in China was highlighted, along with the assertion that software development will not be hindered by external pressures [3] Group 2: Fundamental Research - Ren Zhengfei called for greater societal support for fundamental theoretical research, stressing that without it, China cannot catch up with the U.S. [4] - He noted that Huawei invests approximately 180 billion yuan annually in R&D, with around 60 billion yuan dedicated to fundamental research, which is not subject to performance evaluation [4] - The importance of establishing a strong foundation in technology to ensure long-term growth and stability in the industry was emphasized [4] Group 3: Artificial Intelligence - Ren Zhengfei described artificial intelligence as potentially the last major technological revolution for humanity, with a development timeline spanning decades [6] - He pointed out China's advantages in AI, including a large youth population and robust infrastructure for power and communication networks [6] - The article mentioned the potential for a unified market in China, which could facilitate breakthroughs in technology despite external pressures [6] Group 4: Product Development - The article noted the launch of the Huawei Mate60 series featuring "Chinese chips" and the upcoming release of the HarmonyOS NEXT, which aims for full self-reliance in operating system technology [5] - Huawei's development of various hardware and software products, including Kunpeng processors and Ascend processors, was highlighted as part of its strategy to build a comprehensive computing ecosystem [5]

Core Viewpoint - The dialogue between Ren Zhengfei and People's Daily highlights Huawei's resilience in the face of external pressures, emphasizing a focus on progress rather than obstacles [1]. Group 1: Discussion on Chips - Ren Zhengfei downplays concerns regarding chip technology, stating that many Chinese companies are making significant strides in this area, and Huawei is one of them [3]. - He acknowledges that Huawei is currently one generation behind the U.S. in single-chip technology but believes that through innovative methods, practical results can be achieved [3]. - Ren emphasizes the potential for Chinese companies in mid-to-low-end chips and highlights the importance of compound semiconductors [3]. Group 2: Importance of Basic Research - Ren stresses the necessity of foundational theoretical research for technological breakthroughs, indicating that without it, China will lag behind the U.S. [5]. - He mentions that Huawei invests approximately 180 billion yuan annually in R&D, with around 60 billion yuan dedicated to basic theoretical research [5]. - The company has made significant advancements in "root technology" and operating system innovation, contributing to the foundation of China's information industry [5]. Group 3: Digital Infrastructure and AI - Huawei has launched a series of products, including Kunpeng processors and Ascend processors, to build a computing ecosystem for general and AI applications [6]. - Ren views artificial intelligence as potentially the last major technological revolution, with China having advantages such as a robust power supply and advanced communication networks [8]. - He believes that the future of the country is promising, with increasing openness leading to progress and the potential for a unified market [8].

Group 1 - Huawei's CEO Ren Zhengfei emphasized the importance of focusing on action rather than difficulties, stating that thinking about challenges is unproductive and that progress should be made step by step [4][5][6] - Ren acknowledged that while Huawei is one of many Chinese companies in the chip industry, it still lags behind the U.S. by a generation in single-chip technology, but is working to overcome this through innovative approaches [5][7] - He highlighted the potential for Chinese companies in mid-to-low-end chips and the opportunities in compound semiconductors, asserting that the future will see a multitude of operating systems supporting various sectors in China [6][7] Group 2 - The Apple WWDC 25 event focused solely on software updates across its platforms, with no new hardware announced, marking a significant design update termed "Liquid Glass" that enhances the user interface [8][9][10] - The new design language is built on Apple's advancements in hardware, chips, and graphics technology, indicating a shift towards more sophisticated software capabilities [10] Group 3 - A tragic workplace accident at Master Kong (Chongqing) resulted in a fine of 525,000 yuan due to safety violations, highlighting the importance of strict adherence to safety regulations in the food production industry [11][12][14] - The incident involved a worker's fatal fall during operations, leading to scrutiny over the company's safety management practices and compliance with the Safety Production Law [12][14] Group 4 - In a surprising recruitment move, Sichuan Luzhou Huaren Xinglu Gas Co., Ltd. is hiring graduates from prestigious universities for the position of meter reader, sparking discussions about job qualifications in the gas industry [15][16][17] - The company is looking for candidates with a college degree and relevant experience, indicating a trend towards higher educational requirements in traditionally lower-skilled positions [16][17] Group 5 - Chinese concept stocks saw a significant rise, with the Nasdaq Golden Dragon China Index increasing by over 2%, reflecting positive market sentiment towards Chinese companies listed in the U.S. [20]

金十数据6月10日讯，近日，在深圳华为总部，围绕大众关心的一些热点话题，记者一行与华为首席执 行官任正非面对面交流。问：您对人工智能的未来前景怎么看？答：人工智能也许是人类社会最后一次 技术革命，当然可能还有能源的核聚变。人工智能发展要经历数十年、数百年。不要担心，中国也有很 多优势。人工智能在技术上的要害，是要有充足的电力、发达的信息网络。发展人工智能要有电力保 障，中国的发电、电网传输都是非常好的，通信网络是世界最发达的，东数西算的理想是可能实现的。 芯片问题其实没必要担心，用叠加和集群等方法，计算结果上与最先进水平是相当的。 （人民日报） 任正非：中国在人工智能发展方面有很多优势 芯片问题没必要担心 ...

Core Viewpoint - The CEO of Huawei, Ren Zhengfei, emphasized the potential for China in the mid-to-low-end chip market, highlighting the efforts of numerous domestic chip companies and the significant opportunities in compound semiconductors [1] Group 1: Chip Industry Opportunities - China has the potential to excel in mid-to-low-end chips, with many companies actively working in this space [1] - There is a greater opportunity in compound semiconductors compared to silicon-based chips [1] - The use of mathematical principles to enhance physical capabilities can help meet current demands in chip technology [1] Group 2: Software and Talent Development - Software development is not a bottleneck, as it relies on mathematical symbols and algorithms, which are not restricted [1] - The main challenge lies in education and the development of a talent pipeline to support the industry [1] - The future may see hundreds or thousands of operating systems emerging to support advancements in various sectors such as industry, agriculture, and healthcare in China [1]

Group 1 - The article discusses the unexpected turn of events in the trade negotiations between the US and China, highlighting that Trump's assumptions about China's willingness to concede were misguided [3][8][40] - It emphasizes China's strategic control over rare earth elements, which are crucial for various high-tech industries, and how this gives China leverage in negotiations [24][20][36] - The article notes that despite Trump's attempts to portray a narrative of Chinese concessions, the reality is that China has maintained strict control over rare earth exports, indicating a more calculated approach to the negotiations [20][22][40] Group 2 - The article outlines the dynamics of the recent phone call between Trump and Chinese leaders, where Trump attempted to lower his stance to facilitate upcoming negotiations, but China remained firm and cautious [10][12][18] - It highlights the internal discord within the US administration regarding trade strategies, which could undermine the effectiveness of their negotiation team [14][28] - The article concludes that for the US to achieve any meaningful progress in negotiations, it must demonstrate genuine willingness to make concessions, or risk exacerbating economic challenges domestically [36][38][40]