证券日报网讯兆驰股份（002429）9月26日在互动平台回答投资者提问时表示，公司将借助前沿科技力 量，全力推进自身创新发展与转型升级，促进行业变革。公司红外感知LED芯片及传感器件等相关部件 产品，可应用于机器人领域。 ...

大屏幕上，黑色的海平面，一座灯塔亮着光。而在整个背景的最中央，"大反思"三个大白字，格外显 眼。 文/瑞财经 曾树佳 雷军穿着白色内搭、灰色休闲西装，与台上的色调融为一体。跟往年一样，他夹着麦克风，手拿PPT翻 页笔，就开始了演讲。 自2020年以来，这已经是他连续六次登上年度演讲的舞台。 在此十天前，雷军直接在社交媒体上，喊话正面迎战iPhone，小米手机也决定跳过数字16序列，直接推 出小米17。 雷军设立目标，喜欢以十年做周期。 2021年，小米造车和重启造芯以来，把其前10年攒下的家底全押上了。而如今，雷军更是透露："小米 造芯至少干十年，至少投入500亿元。" 这像是又一个十年"赌约"。 做芯片九死一生 演讲故事的开头，一般都从回忆说起。 雷军说，小米十周年之际，自己的内心曾充满焦虑，因为小米所处的行业中，苹果、三星、华为如同几 座无法逾越的大山，团队中很多人都觉得累了，想停下来歇一歇。同样，雷军自己也觉得很累。 以往，其主题多为"梦想""相信美好""勇气"等较为感性的词汇，而这一次，他演讲的主题是"改变"，主 要是讲述小米玄戒芯片、小米汽车背后的故事。 雷军演讲的节点，正是小米进入多线作战的时间线 ...

9月25日晚，小米集团创始人雷军举办第6次年度演讲，主题是"改变"，重点分享了小米玄戒芯片与小米汽车背后的故事，并与小米17系列旗舰新品发布会 联合举办。相关话题冲上微博热搜，引发广泛关注。 事实上，对于外界关注的小米造车四年，在发布会之前，雷军已经接连发声造势。9月23日，雷军发文表示："很多人认为，小米跻身世界500强，造车进 展也不错，似乎一切都很顺利。其实，最近几年的每一步，都是被巨大的挑战逼出来，最关键的改变发生在2020年。" 9月24日，雷军再次发文称："造车和重启造芯，几乎是同时做的决策，把小米前十年攒下的家底全押上了。说实话，'同时供家里两个孩子上大学'，压力 巨大。现在想想，都会感慨，当时哪来这么大的勇气。" 在演讲中，雷军回顾道，2020年小米迎来十周年，在很多人眼中，小米已经非常成功了，但他的内心充满着难以言说的焦虑，外界也有很多质疑声。雷军 称，很多人对小米有偏见，他陷入了严重的内耗。之后经过挣扎和深入复盘，雷军带领小米找到了破局之道，决定持续投入底层核心技术，从互联网公司 走向"硬核科技公司"。 雷军为小米找到了两条新赛道——芯片和汽车。2021年3月，小米正式官宣造车，首期投资1 ...

借款人正在利用各类信贷渠道，并且很容易找到买家。数据显示，仅在美国公开债券市场，今年迄今科 技公司已筹集约1570亿美元，比去年同期发行量增加约70%。甲骨文(ORCL.US)走在前列，今年已发行 近260亿美元的公开交易债务，其中大部分来自周三的一笔巨额发行。甲骨文正准备投入数十亿美元租 赁数据中心，并用英伟达(NVDA.US)芯片为OpenAI等人工智能客户配置设施。 智通财经APP获悉，需要大量资金来为其人工智能雄心买单的科技公司正以多年来最快的速度达成巨额 债务交易，利用投资者近乎永不满足的胃口，为那些最终回报仍不确定的项目锁定融资。 TwentyFour资产管理公司投资级投资组合管理团队成员Johnathan Owen表示："这最新迹象表明，长期 以来集中在股市的AI投资热潮，正在蔓延到信贷市场。" 包括芯片制造商博通(AVGO.US)、Alphabet(GOOGL.US)和苹果(AAPL.US)在内的巨头也纷纷加入，共 同筹集了数百亿美元，其中一些公司是多年内首次融资。与此同时，Meta(META.US)正通过私募信贷 筹集290亿美元用于建设数据中心，银行则在安排一笔380亿美元的债务融资，帮助 ...

9月24日，小米董事长兼CEO雷军发视频预热年度演讲。 "汽车和芯片都很烧钱，你怎么敢同时干的造芯片和造车呢？" 雷军谈到，小米一上来就拍了1000个亿，这几乎是当时账面上所有的钱。"其实我们压力也挺大，我们 内部所有的部门都齐心协力，下定决心，勒紧腰带过紧日子。大家开玩笑说要供汽车和芯片这俩孩子上 大学，大家要一起努力。" "对标苹果，对标保时捷，对标特斯拉，不管做啥，非要对标谁吗？" 雷军坦言，这几家公司都是各个领域的世界第一，敢于对标世界第一就是一种勇气。他认为，只有对标 第一，学习第一，才能最终赶超第一。 来源：新浪网 "这几年又造手机，又造车，还做了一颗大芯片，小米忙得过来吗？" 雷军解释道，"大家不要误解，这些事情不是我一个人干的。我们每个业务都有非常优秀非常专业的团 队。而且手机、汽车、芯片其实它是相互关联的。这些业务可以相互协同，相互促进，一起进步。" "目前来看这几件事情进展都不错，有什么经验或者秘诀吗？" 雷军感慨到，小米的运气真的很好，这几件事情的进展比想象的要顺利。"其实我们内部也复盘了很多 次，我觉得这里面的经验还是蛮多的。今天我先说一条，其实很多不懂怎么复盘，把复盘干好就是很重 要 ...

Core Viewpoint - Intel is experiencing a resurgence after a challenging decade, securing investments from the U.S. government and Nvidia, and is now seeking further investment from Apple to stabilize its operations and enhance collaboration [1][2]. Group 1: Recent Investments and Collaborations - Nvidia has announced a $5 billion investment in Intel, acquiring approximately 4% of the company, which includes plans for joint development of PC and data center chips [1]. - The U.S. government has facilitated a deal for federal ownership of 10% of Intel, ensuring around $10 billion in funding for building or expanding factories in the U.S. [2]. - Intel has also received an additional $2 billion in equity investment from SoftBank, contributing to a 40% increase in its stock since mid-August and a 54% rise year-to-date [3]. Group 2: Potential Apple Investment - Intel is in preliminary discussions with Apple for potential investment, which could signify a renewed trust from Apple, a former long-term customer before transitioning to in-house chip designs [3]. - If the investment materializes, it may allow Intel to package chips for Apple, aiding Apple's efforts to diversify its chip manufacturing suppliers beyond TSMC [3]. - This potential partnership could also strengthen Apple's relationship with the U.S. government, as the company has committed to investing approximately $600 billion in domestic projects over the next four years [3]. Group 3: Future Strategies and Challenges - Intel is focusing on its foundry services (IFS) to secure major clients and long-term orders, which are crucial for improving production line utilization and profit margins [4]. - The company is emphasizing rapid technological iteration and customer acquisition as essential to reversing its current challenges in the competitive semiconductor industry [4]. - Intel's CEO has expressed a commitment to advancing the foundry business, with significant progress reported in the development of the Intel 18A process technology and collaborations on the Intel 14A process [5].

Market Overview - The Dow Jones decreased by 43.97 points, or 0.10%, closing at 46077.31, while the Nasdaq fell by 107.13 points, or 0.48%, to 22390.73. The S&P 500 also dropped by 26.77 points, or 0.40%, ending at 6611.20 [2][3] - The Nasdaq China Golden Dragon Index rose by 0.51%, with notable gains in Chinese electric vehicle stocks such as Xpeng and NIO, both increasing over 5% [3] Cryptocurrency Market - The cryptocurrency market experienced a significant downturn, with Ethereum's price dropping nearly 5%, falling below the psychological level of $4000. This decline led to over 17,000 liquidations globally, totaling approximately $590 million [4][5] - Analysts attribute Ethereum's price drop to a decrease in institutional capital inflow, suggesting that if long-term holders continue to sell off, Ethereum could face further declines, potentially testing the $3910 level [5] Technology Sector - Major tech stocks showed mixed results, with Tesla declining over 3% due to a 36% year-on-year drop in new registrations in the EU for August, while Apple and Nvidia saw slight increases of 0.34% and 0.35%, respectively [3] - Intel's stock surged over 5%, reaching its highest level since July 2024, as the company seeks investment from Apple to bolster its business [3] Economic Insights - Recent gains in the U.S. stock market have been driven by corporate earnings, with a focus on the "Tech Seven" and AI-related investments. However, there are concerns about the sustainability of these gains if earnings do not keep pace with valuations [6] - The Nasdaq's chief economist noted that the AI investment landscape is expanding beyond the initial seven tech giants to include a broader range of companies, indicating a shift in market dynamics [6]

Group 1 - The article highlights the importance of major announcements in the stock market, including suspensions, investments, acquisitions, and performance reports, to help investors identify potential investment opportunities and risks [1] - A leading company in AI chips, computing power, and data centers is noted as the only domestic producer of x86 chips, indicating its strong market position [1] - Another company is involved in humanoid robots, low-altitude economy, drones, and new energy vehicles, having established connections with top humanoid robot firms and completed sample testing of core products [1] - A company focusing on solid-state batteries, related to CATL concepts, machine vision, and hydrogen energy, has delivered core solid-state battery equipment to multiple clients [1]

Group 1 - Lei Jun emphasized that chip development is essential for Xiaomi's success, committing to at least ten years and an investment of 50 billion yuan [1] - Xiaomi has invested 100 billion yuan in R&D, leading to successful sales of its SU7 and YU7 car series, with over 30,000 units delivered by August 2025 [1] - Xiaomi became the first company in mainland China to design and mass-produce a 3nm mobile SoC chip, marking a significant milestone in its technology capabilities [1] Group 2 - The Ministry of Commerce of China has added three U.S. entities to its export control list, indicating ongoing regulatory actions against foreign companies [2] - An announcement was made regarding the inclusion of three U.S. companies in the unreliable entity list, reflecting China's tightening of trade regulations [2] Group 3 - The Digital RMB International Operation Center has officially commenced operations, promoting its cross-border digital payment platform and blockchain services [3] Group 4 - The China Foreign Exchange Trading Center announced an increase in the daily net limit for the "Swap Connect" mechanism to 45 billion yuan, aimed at enhancing market activity [4] Group 5 - The China Nonferrous Metals Industry Association expressed strong opposition to "involution" competition in the copper smelting industry, highlighting its negative impact on national and industry interests [5] Group 6 - The Ministry of Commerce responded to questions about China's commitment to not seek new special and differential treatment in WTO negotiations, reinforcing its stance as a responsible developing country [6][7] Group 7 - The State Administration for Market Regulation has overseen the recall of over 1.35 million potentially unsafe power banks from three companies, including Anker Innovation and Xiaomi [8] Group 8 - The stock of Shangwei New Materials has surged, becoming the first "20x stock" of the year, indicating strong market interest and performance [9] Group 9 - The U.S. stock market saw declines across major indices, with Oracle's stock dropping over 4% amid its plans for significant debt financing [10] - Concerns about a potential government shutdown in the U.S. have arisen, with implications for federal projects and employment [11] Group 10 - The cryptocurrency market has experienced significant declines, with Ethereum dropping below $4,000 and a total market value loss exceeding $140 billion [12][13][14] Group 11 - Guangzhou has introduced new policies allowing real estate companies to sell self-held housing, aiming to improve land use efficiency [16] - The real estate sector is under pressure, but there are structural opportunities in core cities and quality firms, with REITs gaining attention for their stable cash flows [16] Group 12 - New developments in the chip sector include the release of a new generation of Beidou III short message communication SoC chip [17] - AI applications are expanding, with Kuaishou launching "AI Wanxiang" for live streaming [18] - The computing power sector is adapting to domestic capabilities, focusing on embodied intelligence collaboration [19]

Core Viewpoint - The annual speech by Lei Jun highlighted Xiaomi's journey in chip development, emphasizing the importance of self-developed chips for the company's success and the challenges faced along the way [3][4]. Chip Development Journey - Xiaomi's chip business began in 2014 with the establishment of a chip company. In 2018, the company made a difficult decision to halt SoC chip development and focus on smaller chips due to internal challenges [3]. - Lei Jun stated that self-developed chips are essential for Xiaomi's success, committing to a ten-year plan with an investment of at least 50 billion yuan [3]. - In 2021, Xiaomi restarted its chip journey, facing significant challenges in 2022, including a 15% revenue decline, marking the first such drop in the company's 15-year history [3]. - Each chip project requires over 50 billion yuan in investment, creating immense pressure on the company. However, the successful launch of the 3nm chip was a significant milestone [3]. - The first flagship SoC, the Xuanjie O1, was officially launched on May 22, 2023, marking a step towards achieving first-tier status in the industry [3]. New Product Launch - The new Xiaomi 17 series smartphones were announced, with starting prices of 4,499 yuan for the 12GB+256GB version, 4,799 yuan for the 12GB+512GB version, and 4,999 yuan for the 16GB+512GB version [6]. - The Xiaomi 17 Pro Max features a 7,500mAh battery with advanced charging technology, supporting 100W wired and 50W wireless charging [6]. Stock Performance - On September 25, Xiaomi's stock surged by 4.48%, closing at 59.45 HKD, with a market capitalization returning to 1.5 trillion HKD, nearing its historical high. The stock has increased by 72.32% year-to-date [10].