欢迎大家 点击【预约】 按钮 预约 我 下一场直播 短视频 互联网女皇Mary Meeker出了一份340页的报告，名为"Trends - AI"。 我全部读完了，很有收获。我把我的收获总结成了8大趋势。 详情请见视频。 传送门 实在是有太多人想领取本篇报告原文 还没有领取到的朋友 直接联系徐彬助理 回复关键词 【 AI 趋势报告 】 互联网女王Mary Meeker的AI趋势报告给我留下了深刻印象。她从1996年开始每年发布互联网趋势报 告，连续23年，成功预测了互联网各大浪潮的发展，包括互联网用户爆发、电商和互联网广告兴起、移 动互联网普及以及可穿戴设备的兴起等。她的报告在硅谷极具权威性，我的前老板——一位在硅谷做对 冲模型的专家——也非常关注这份340页的详尽报告。 1、AI作为新的科技，普及速度极快，比过去任何一次新科技的普及都要快很多。 2、科技大厂对AI的投入力度之大前所未有，而且，这些大厂有足够的资源可以继续大力投入。 3、随着科技的进步，以及在科技大厂对基建的大力投入下，AI的使用成本快速下降，可以说是暴跌。 4、无论是科技公司，还是传统企业，对AI的重视程度都在快速提升。 5、AI产品的变现 ...

我国卫星互联网低轨卫星发射成功 消息称 iPhone XS/XR 将无缘 iOS 26 华为「一底双长焦」专利公布 Google Gemini 新版登顶大模型竞技场 员工高烧请假被辱骂，涉事公司 CEO 回应 宇树科技创始人回应机器人跳舞格斗 Google DeepMind CEO：AI 或能让人变得不那么自私 三星首款三折叠通过 3C 认证 《黑神话：悟空》将于 8 月登陆 Xbox 平台 视频号可修改封面、文案 《名侦探柯南：独眼的残像》定档 One Fun Thing｜首个满级 QQ 即将诞生 我国卫星互联网低轨卫星发射成功 央视新闻消息，今天，中国太原卫星发射中心使用长征六号改运载火箭，成功将卫星互联网低轨 04 组卫星发射升空，卫星顺利进入预定轨道，发射任务获 得圆满成功。 据了解，此次任务是长征系列运载火箭的第 580 次飞行，同时这也是中国星网「国网（GW）星座」第四次批量组网发射。 值得一提的是，MacRumors 指出，援引的消息人士在去年准确地泄露了 iOS 18 的兼容性信息，因此本次消息的真实性很高。 据悉，北京时间 6 月 10 日，苹果将举办一年一度的开发者大会 WWDC25，届时 ...

6月6日，王自如B站账号复更宣布回归，并改名为"王自如AI"，以AI测评UP主身份二次创业。 6月4日，餐饮连锁店云海肴因2024年字节跳动集体食物中毒案被告上法庭，具体为被控一项抵触食品销售法令，以及一项抵触 环境公共卫生（食品卫生）条例的控状。 去年7月30日，字节跳动新加坡办公处发生集体食物中毒事件，多名员工在食堂吃了中式自助午餐后感到身体异样，至少130人 出现肠胃不适症状，有员工在办公场所呕吐，"甚至吐到瘫倒在地起不来。"新加坡民防部队出动集体消毒车，并用17辆救护车 将病患送院。 随后，7月31日晚间，新加坡食品局和卫生部发文告表示，多人在字节跳动新加坡办公处位于莱佛士码头一号（One Raffles Quay）26楼的食堂吃了云海肴和莆田供应的食物后出现肠胃炎症状。（红星新闻 ） 北大"韦神"韦东奕，开设社交账号 整理 ｜丁丁炒面 王自如离开格力后首发声：感谢董明珠、雷军，并宣布将进军AI赛道 6月6日，王自如B站账号复更宣布回归，并改名为"王自如AI"，以AI测评UP主身份二次创业。他表示："要做AI的内容创业， 高度聚焦AI应用，用AI技术帮助传统产业加速数字化转型。"对于为何选择这一赛道， ...

6月6日周五《新闻联播》要闻32条 智通财经6月6日电，今天《新闻联播》主要内容有： 1、习近平接受班禅额尔德尼·确吉杰布拜见； 2、习近平同美国总统通电话； 3、习近平向波兰当选总统纳夫罗茨基致贺电； 4、李强同加拿大总理通电话； 5、深入贯彻中央八项规定精神学习教育中央指导组工作座谈会召开； 6、加快发展首发经济 激发消费新活力； 7、各地多措并举稳外贸促发展； 8、【在希望的田野上·三夏时节】智慧气象"抢"出麦收加速度； 9、企业稳岗扩岗 增加就业渠道； 10、国务院新闻办召开"新征程上的奋斗者"中外记者见面会； 11、第9届中国—南亚博览会将在昆明举办； 12、热地同志逝世； 13、中国仓储指数连续七个月运行在扩张区间； 14、国家航天局发布天问二号探测器圆形太阳翼展开图片； 15、我国成功发射卫星互联网低轨卫星； 16、我国第9个文化和自然遗产日主题发布； 17、教育部部署开展2025届高校毕业生就业"百日冲刺"行动； 18、"十四五"期间我国眼健康服务取得长足进步； 19、我国全面推进分娩镇痛服务； 20、广东海洋生产总值突破2万亿元； 21、包银高铁内蒙古段铺轨完成； 22、各地少数民族群众欢度 ...

航空航天ETF天弘（159241）紧密跟踪国证航天指数，按申万一级行业分类，该指数以超99%的国防军 工行业权重形成显著特征，进一步申万二级行业分类，航空装备与航天装备两大核心板块则占据73%权 重，深度聚焦大飞机研制、低空经济、商业航天等新兴领域航空航天装备产业链关键领域。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 6月6日，三大指数集体小幅回调，国证航天航空指数冲高回落。 太平洋证券表示，随着订单恢复正常并陆续释放，军工板块或将进入业绩改善与估值提升的"戴维斯双 击"阶段，建议关注先进战机、低空经济、国产大飞机、卫星互联网、深海科技等领域中竞争格局好、 技术壁垒高的优质龙头公司。 相关ETF方面，航空航天ETF天弘（159241）截至发稿下跌0.10%，成交额超1000万元，换手率超6%。 成分股中，海兰信涨超3%，中航沈飞、振芯科技、华秦科技等股涨幅居前。 长江证券指出，随着 2025年我国规划建设的低轨巨型星座正式进入高密度组网期，后续将在部分区域 逐步具备初期运营服务能力，对应的地面终端建设、卫星服务运营也将同步打开数倍于卫星制造与火箭 发射 ...

近日，"卫星通信赋能无人机应用解决方案研讨会"在深圳落地，多名科研专家聚焦低空经济与卫星通信 技术的深度融合，并在深圳发布国内首个"卫星通信赋能无人机全场景通信解决方案"。研讨会由亚太卫 星宽带通信(深圳)有限公司与北京星途智联等业内企业主办。研讨会上，卫星互联网与低空经济两大万 亿级赛道的叠加与融合成焦点。中国如何加速探索低空经济与卫星互联网的技术融合？ "深圳星"入网端站总数超2.6万个 近年来，"卫星互联网"热度持续飙升。什么是卫星互联网？离大众还有多远？在本次研讨会上，有专家 一言以蔽之：卫星互联网是基于卫星通信的互联网，卫星就是移动的"基站"。在没有地面通信基站的情 况下，利用卫星信号，也可以支撑电力巡检、应急保障、探险越野等任务。 据中信证券预测，我国卫星互联网产业有望迎来万亿元市场规模。 2016年，亚太星通在深圳成立，其参与设计监造的"深圳星"在2020年成功升空，成为世界上首颗为移动 载体通信定制的高通量卫星。目前"深圳星"入网端站总数已超过2.6万个。 今年一季度深圳无人机产业增长率达48% 来自中商产业研究院的《2025—2030年中国低空经济分析及发展趋势研究预测报告》显示，2023年 ...

Market Overview - On June 5, A-shares experienced a rebound with major indices closing higher, including the Shanghai Composite Index up by 0.23%, Shenzhen Component Index up by 0.58%, and ChiNext Index up by 1.17% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 12,904.05 billion RMB, showing a slight increase compared to the previous trading day [2] Sector Performance - The Hong Kong stock market also saw gains, with the Hang Seng Technology Index rising by 1.93% [5] - In terms of sector performance, the telecommunications sector led with a 2.62% increase, followed by electronics at 2.31% and computers at 2.12%. Conversely, the beauty and personal care sector saw a decline of 3.07% [7] Key Developments - The Ministry of Industry and Information Technology recently issued the "Computing Power Interconnection Action Plan," aimed at enhancing the efficiency and service level of public computing resources, which has positively impacted computing power leasing concepts and hardware stocks [8] - Global internet cloud companies are increasing investments in AI, with a focus on optical devices and modules, as well as satellite internet in the commercial aerospace sector [8] - The defense and military industry has shown strong performance, with the National Defense ETF seeing a significant inflow of funds, increasing by 1.31% [9][10] Investment Products - Relevant investment products include the Big Data ETF (159739) and National Defense ETF (512670), which have shown positive trends in recent months [8][9]

2025.06. 05 本文字数：2492，阅读时长大约5分钟 作者 | 第一财经 钱童心 "变法者"马斯克和白宫说拜拜之后，重新变回专注的"钢铁侠"。 当地时间6月3日，科技富豪马斯克透露了关于他的太空探索公司SpaceX今年的营收情况。马斯克在 辞去了美国总统特朗普政府效率部门的职务后，正承诺回归企业。 马斯克在当天社交媒体平台X上发帖称，SpaceX的营收今年将达到约155亿美元（约合1114亿元人 民币）。2022年，SpaceX的年收入还仅为46亿美元，这意味着三年内收入预计将增长两倍多。 马斯克表示，预计公司明年来自商业航天的收入较美国航空航天局（NASA）的整体预算超出11亿美 元，这凸显了SpaceX在商业航天领域日益增长的主导地位。根据NASA官方文件，特朗普政府已将 该机构2026财年的预算削减至188亿美元。 2024年，SpaceX的猎鹰火箭发射了多达134次，创下纪录，成为全球最活跃的火箭发射运营商。 其中132次由主力火箭猎鹰9号完成，剩余2次由重型猎鹰火箭承担。该公司计划在今年打破这一纪 录，发射次数预计在年底前达到170次——这意味着平均每两天实施一次轨道发射。今年截至目前， ...

Core Insights - The company, HaiNengDa, has evolved from a traditional hardware manufacturer to a provider of integrated communication solutions, reflecting a shift in focus from hardware to a combination of hardware and software solutions [2] - The company is involved in various sectors including quantum technology, satellite internet, and 6G concepts, indicating a strategy to enhance its valuation through association with trending technologies [3] - Despite holding a dominant position in the domestic market with approximately 60% market share, the company faces challenges in the international market, highlighted by a recent court ruling in the U.S. that exposed its vulnerabilities in the global supply chain [3] Business Structure - As of the first three quarters of 2024, the company's business structure is divided into terminal business (46.34%), system business (30.35%), and OEM and others (23.31%), showcasing a balanced approach to its operations [2] - The company’s reliance on narrowband business is diminishing, prompting a need for growth in emerging sectors to sustain overall performance [4] Financial Performance - The company's net profit saw a dramatic increase of 70.49% year-on-year in the first three quarters of 2024, but a significant drop of 75.83% in the first quarter of 2025, indicating volatility in its financial performance [4] - The absence of dividends over the past three years reflects a cautious approach to cash flow management, which may not be well-received in the capital markets [4] Strategic Challenges - The company must navigate external policy risks while addressing internal growth challenges, which is a common scenario for many traditional manufacturers undergoing transformation [4] - Balancing technological investment with short-term profitability will be crucial for the company's future success, especially in light of emerging concepts like AI private networks and domestic chip production [4]

Core Viewpoint - The company, Chuangyuan Xinke, is gaining institutional interest and has made significant advancements in low-altitude economy and 6G testing technologies, showcasing its strategic developments and future plans through various institutional engagements and performance briefings [1]. Group 1: Institutional Interest and Engagement - Chuangyuan Xinke has received attention from multiple institutions, including Western Securities, Dongwu Securities, and Founder Securities, with several meetings held in May 2023 [1]. - The company hosted an annual performance briefing on May 15, 2023, to present its technological breakthroughs and market strategies in low-altitude economy and 6G testing [1]. Group 2: Project Wins and Product Development - The company has successfully won a procurement project for key equipment from Tonghao Low-altitude Intelligent Technology Co., with a contract value of RMB 1.15 million for the mmWave 5G integrated testing system [2]. - The mmWave 5G system is part of the company's "1+3" development strategy, focusing on satellite internet and low-altitude economy communication testing products [2]. Group 3: Strategic Focus and Product Expansion - Chuangyuan Xinke's "1+3" strategy emphasizes communication testing in satellite internet and low-altitude economy, with new product launches such as the Rainbow series for low-altitude signal monitoring [3]. - The company has seen significant year-on-year growth in customer expansion and sales in the satellite internet testing sector, including the launch of low-orbit satellite payload certification testing systems [3]. Group 4: Collaboration and R&D Investment - The company is actively collaborating with Huawei on 5G/6G communication testing products, with ongoing projects in 6G technology development and product layout [4]. - Recent projects include the development of a high-bandwidth high-frequency channel simulator for 6G, which aims to enhance China's capabilities in advanced communication testing equipment [4]. - Chuangyuan Xinke has invested a total of RMB 491 million in R&D over the past three years, representing nearly 60% of its cumulative revenue during that period [5].