这才叫 兼容 在即将结束的 2025 年，如果说科技圈有什么贯穿始终的关键词，「强兼苹果」肯定算得上一个。 然而在这个多少带点恶心的营销词汇背后，其实是一个哭笑不得的事实： 各家手机厂商所谓的兼容苹果，大多都是依靠各自的互联 app，以实现信息和数据的快捷转发。 如果这也叫「兼容」的话，那我们老早之前就已经实现了 iOS 兼容 Android、Windows 兼容 macOS、Linux 兼容一切了。 那个兼容工具叫做微信…… ▲ 图｜彭博社 反观谷歌这边，作为 Android 真正的「源头厂商」，虽然在今年上半年的兼容浪潮中没有什么动作，却在最近冷不丁扔了一枚重磅炸弹： Pixel 10 系列机型，居然支持 AirDrop 了。 方案也极为优雅： 在 iPhone 上，与一支 Pixel 手机进行 AirDrop 的体验，和 iPhone 没有任何区别——你甚至意识不到对方不是 iPhone 手机…… ▲ 图｜彭博社 要知道，在此之前 AirDrop 是苹果拥有注册商标的绝对私有功能，从来都没有给任何第三方厂商开放的先例。 即使在 iOS 内也要求通过分享菜单才能调用，现在却被谷歌用苹果最擅长的「软硬件结合 ...

从"卖课程"到"卖解决方案"，战略转型初现成效 今日，职业教育龙头中公教育（002607.SZ）股价强势涨停，引发市场广泛关注。值得注意 的是，公司同日正式上线了AI学习耳机"AI小学豆"的专属内容平台——"学豆听考"小程序。 市场猜测，此次涨停或与这一软硬件结合的新动作密切相关，投资者对公司智能化转型的预 期显著升温。 软硬件协同成市场新叙事，资本押注第二增长曲线 此前，中公推出的AI学习耳机凭借轻量化设计和碎片化学习定位，已在小范围试销中验证市场 需求。此次小程序的推出，进一步强化了硬件的内容生态支撑，通过《行测》《申论》分阶 听学计划等功能，将耳机从单一工具升级为"个人移动学习中心"。有行业人士指出，软硬件 结合的模式若能跑通，意味着中公可以切入更广泛的轻量级学习需求，甚至打开订阅制服务 的想象空间。 les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o 1 ■ a a - 444 and 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 开盘速递 港股日报 全球早班车 数说人物 √ � ...

Core Insights - The Guangzhou Auto Show this year showcased 1,085 vehicles, with 629 new energy vehicles, accounting for 58%, indicating that China's automotive industry has fully completed its "three electrification" process [1] - Major automakers emphasized concepts like "AI cars" and "intelligent driving" at the show, with a consensus on advancing intelligent assisted driving technology [1] - The development trend of intelligent assisted driving technology is evident, evolving towards higher levels of safety and adaptability while also being made available in more vehicle models [1] Group 1 - Horizon's HSD (Horizon SuperDrive) has been rapidly integrated into multiple mass-produced models, showcasing its efficiency and effectiveness in the market [2][4] - The HSD system has been adopted by over 10 automotive brands and more than 20 models, with a goal of achieving mass production of 10 million units in the next 3-5 years [4][25] - The HSD's deployment signifies a significant opportunity for Chinese automakers to align with or even surpass Tesla's FSD capabilities [6][9] Group 2 - The HSD system utilizes a true end-to-end architecture, which enhances driving experience by eliminating delays and improving responsiveness [12][13] - The system's "intuitive model" allows for real-time feedback and human-like decision-making in complex driving scenarios, enhancing safety and efficiency [15][19] - The collaboration with automakers allows for customization without affecting their technological strategies, making HSD a flexible solution for various brands [28] Group 3 - The automotive industry is shifting from price wars to technology-driven competition, with Horizon's HSD playing a crucial role in this transition [29] - The HSD aims to democratize high-level assisted driving capabilities, making them accessible to a broader range of vehicles, not just high-end models [29][30] - The partnership with Horizon allows automakers to focus on product differentiation while benefiting from advanced driving technology without the burden of extensive R&D costs [27][28]

Core Insights - The Guangzhou Auto Show 2023 showcased 1,085 vehicles, with 629 new energy vehicles, indicating a 58% representation, highlighting the completion of China's automotive industry's electrification [1] - Major automakers emphasized "AI cars" and intelligent driving technologies, with a consensus on advancing smart assisted driving [1] - Horizon's HSD (Horizon SuperDrive) has rapidly integrated into multiple production models, demonstrating a significant leap in China's smart driving capabilities [2][4] Group 1: Industry Trends - The trend of smart assisted driving technology is evolving both upwards towards higher levels of safety and adaptability, and downwards to more vehicle models [1] - Most automakers are opting for third-party solutions from companies like Horizon, DJI, and Huawei, rather than developing in-house technologies [2][8] - Horizon's HSD has been adopted by over 10 automakers and is expected to achieve a production target of 10 million units in the next 3-5 years [6][24] Group 2: Technological Advancements - Horizon's HSD is designed with a true end-to-end architecture, providing seamless control and enhanced user experience [12][20] - The system's low latency and high computational power enable it to handle complex driving scenarios effectively, improving safety and efficiency [17][26] - The collaboration between Horizon and automakers allows for customization without compromising their technological strategies [25] Group 3: Competitive Landscape - Horizon's HSD positions itself as a viable alternative for automakers to compete with Tesla's FSD, offering a unique value proposition in the market [8][22] - The automotive industry is shifting from price wars to technology-driven competition, with Horizon's HSD facilitating this transition [26][27] - The integration of Horizon's technology allows Chinese automakers to enhance their global competitiveness by focusing on differentiation rather than cost-cutting [27][29]

Group 1 - The AI market has seen a decline in enthusiasm despite the continuous advancements in AI capabilities, with a consensus emerging that there is currently no "killer application" to drive significant investment returns [1] - The AI landscape is characterized by a "winner-takes-all" dynamic, where smaller AI startups face challenges as larger models like GPT-3 and deepSeek-R1 quickly overshadow their innovations [2] - The importance of hardware in AI development is emphasized, with the need for startups to establish "dual moats" in both software and hardware to remain competitive [3] Group 2 - The competition in the AI industry has shifted from solely algorithmic battles to a deeper engagement in software and hardware collaboration, indicating a need for AI to integrate into real-world applications for sustainable growth [4] - Significant investments are being made in AI hardware, as seen with OpenAI's acquisition of a hardware design company for $6.5 billion and Meta's collaboration with Oakley to develop AI-powered smart glasses [3][4] - Domestic companies like Yushu Technology are also focusing on optimizing hardware and integrating advanced algorithms, securing substantial funding to enhance their capabilities in the AI sector [4]