每经记者｜蔡鼎 每经编辑｜兰素英 当地时间周三，Alphabet旗下的无人驾驶出租车（Robotaxi）公司Waymo宣布，下个月其出租车服务将 重返纽约市。之前在2021年，Waymo已在曼哈顿部分地区进行了初步的地图测绘和数据收集，此次回 归是为了进行更多的地图绘制以及测试工作。不过在初始阶段，Waymo不会提供完全的无人驾驶出租 车服务，而是将配备人类驾驶员，因为纽约州的法律不允许车辆在无人驾驶的情况下行驶。Waymo表 示，它正在推动修改法律，已经申请了纽约市的许可证，允许其出租车在曼哈顿自动驾驶，司机座位上 会有安全员。 点评：Waymo无人驾驶出租车重返纽约市进行地图绘制与测试，虽因当地法律限制需配备人类驾驶 员，但其推动法律修改并申请自动驾驶许可，展现了其在无人驾驶商业化落地上的持续推进与努力。 NO.4 OpenAI发布Altman专访，首次大谈GPT-5、AGI ｜2025年6月19日 星期四｜ NO.1 消息称特斯拉Grok车载AI助手即将上线：支持多个性定制 尽管特斯拉尚未将AI助手Grok集成到其车辆中，但相关固件代码显示，未来该功能将具备更逼真的交 互体验。马斯克曾在数月前透露，Gr ...

Group 1 - Waymo, a subsidiary of Alphabet, has applied for road testing permits in New York City, indicating a potential launch of services in the area [1] - Uber's stock decreased by 1.99% [1] - Lyft's stock decreased by 2.34% [1] Group 2 - Uber's current stock price is $83.07, with a market capitalization of $174.28 billion [3] - Lyft's current stock price is $14.60 [5]

Group 1 - Cainiao has launched a new model of unmanned delivery vehicle, the Cainiao GT-Lite, priced at 21,800 yuan, with a promotional price of 16,800 yuan, capable of L4 level autonomous driving for delivery [1] - The new cost-effective model is designed specifically for delivery points, helping to reduce the usage costs of unmanned vehicles and ensuring affordability and safety for delivery networks [1] - The GT-Pro model, launched earlier this year, has a range of 180 km, a cargo capacity of 5 m³, and is equipped with laser radar and 11 cameras, capable of carrying 600 to 800 packages per trip [1] Group 2 - Huayuan Securities Research Institute indicates that various regions have introduced policies to support the development of unmanned vehicles, leading to a rapid increase in approved road rights, laying the foundation for commercial applications [1] - By 2025, leading manufacturers are expected to see order volumes exceed 10,000 units, with downstream delivery companies expressing positive procurement intentions, indicating a rapid growth phase for large-scale commercialization [1] - Yunnai Power is actively exploring the unmanned vehicle market, conducting road testing with China Post Group's Yunnan branch, and has achieved small-scale sales of its unmanned vehicle products [2] - Debang Co., Ltd. has obtained one of the first unmanned driving licenses in the industry, with steady progress in related technologies and applications, focusing on the development and production of unmanned handling robots [2]

Group 1: Indonesian Healthcare Market - The Indonesia Discovery Program 2025: Healthcare aims to assist Chinese companies in navigating opportunities and challenges in the Indonesian healthcare market through a three-day on-site visit and tailored strategies [3][4]. Group 2: TikTok and E-commerce Developments - TikTok's overseas monthly active users have surpassed 1 billion for the first time, indicating strong growth in the non-gaming mobile application sector [7]. - AliExpress has launched a car sales business in the Middle East, featuring primarily Chinese electric vehicles [7]. - JD Logistics has reportedly established a team of over 1,000 in Saudi Arabia, marking its entry into the local market [7]. Group 3: Robotics and Automation - Geek+ has received a notification for its listing in Hong Kong, positioning itself as the first global stock in the autonomous mobile robot (AMR) sector, with over 70% of its revenue coming from markets outside mainland China [7]. Group 4: Global Expansion of Chinese Companies - Ctrip is accelerating its global expansion by opening over 1,100 overseas positions across 75 cities in 23 countries, aiming to double its overseas revenue share in the next 3-5 years [8]. - Changan Automobile has established nine out of a planned 20 overseas factories and is expanding its presence in over 100 countries [11]. - GAC plans to enter the Argentine market by the second half of 2025, focusing on the growing demand in South America [11]. Group 5: Investment and Financing - YG Cloud has completed a Pre-B round financing of nearly 100 million yuan, which will be used to enhance its AI-driven integrated office support platform [18]. - Lingxing Technology has secured several million yuan in Pre-A round financing to develop its intelligent three-dimensional perception technology [19].

Core Viewpoint - The article discusses the political turmoil in Los Angeles, California, triggered by President Trump's immigration enforcement actions, leading to widespread protests and clashes between demonstrators and law enforcement [1][2][10]. Group 1: Background of the Protests - The protests were ignited by Trump's "largest-ever deportation operation," which involved federal agencies conducting searches for illegal immigrants in Los Angeles [2][12]. - California has the highest number of illegal immigrants in the U.S., approximately 2.6 million, accounting for 24% of the nation's total [12]. - California's "California Values Act" provides sanctuary to illegal immigrants, limiting local law enforcement's cooperation with federal immigration authorities [13][15]. Group 2: Escalation of Violence - The protests escalated into violent confrontations, with law enforcement using riot gear and non-lethal weapons against demonstrators who retaliated with projectiles and vandalism [4][5][7]. - Hundreds were arrested, and significant property damage occurred, including looting of stores and destruction of high-tech vehicles [7][37]. Group 3: Political Implications - Trump's deployment of the National Guard and Marines in response to the protests has intensified the political conflict between him and California's Governor Gavin Newsom, with both sides exchanging harsh criticisms [9][31]. - The protests have become a political tool for both Trump and Newsom, with each seeking to gain political capital from the situation [10][35]. Group 4: Economic Impact - The protests and Trump's immigration policies are affecting local economies, particularly in sectors reliant on immigrant labor, such as construction and food services [42]. - The Los Angeles port has seen a 25% decrease in cargo volume due to Trump's tariffs, leading to significant job losses among dockworkers [44]. - The estimated cost of deploying troops to Los Angeles is around $134 million, adding to the financial strain on the local economy [37].

Group 1 - The article discusses the competitive landscape of the home improvement retail sector in the U.S., focusing on giants Home Depot and Lowe's, and explores their market strategies and differences [2] - It highlights the challenges faced by the company "追觅" in retaining talent despite successfully training them, and notes the trend of "追觅系" companies venturing into the robotics sector [2] - The overseas revenue of "劢微机器人" has rapidly increased from less than 10% in 2022 to 40% currently, indicating significant growth in international markets [2] Group 2 - The Chinese Ministry of Commerce reports that China's foreign trade has shown resilience in a complex environment, with policies aiding enterprises leading to a rise in both quantity and quality of goods traded [3] - Sensor Tower data reveals that TikTok's overseas monthly active users have surpassed 1 billion for the first time, showcasing the app's strong growth in the global market [3] - Hong Kong's Financial Secretary Chen Maobo expresses a desire to attract more Chinese companies to list in Hong Kong, aiming to support their international expansion and enhance offshore RMB business [3][4] Group 3 - Chery's chairman, Yin Tongyue, emphasizes the company's intention to use Hong Kong as a new starting point for entering international capital markets, aiming to establish it as a global financial and logistics hub [4] - European Central Bank President Christine Lagarde's visit to China and her experience with autonomous driving technology signals potential expansion of such technologies into the European market [4] - Cainiao has opened its second self-operated overseas warehouse in Canada, expanding its logistics network across North America to enhance cross-border e-commerce solutions [4] Group 4 - Transsion Holdings' TECNO brand has formed a strategic partnership with Spain's MCR Group to introduce AIoT smart ecosystem products to the Spanish market [5] - Scale AI has announced a significant investment from Meta Platforms, raising its valuation to over $29 billion and expanding their commercial collaboration [5] - Mattel, the manufacturer of Barbie dolls, is collaborating with OpenAI to develop AI-powered toys and games, with plans to launch the first product later this year [5] Group 5 - Neuralink has successfully raised $649 million through equity financing, as disclosed in a filing with the U.S. Securities and Exchange Commission [6]

Core Viewpoint - The article discusses the recent release of the "Opinions on Deepening Reform and Innovation in Shenzhen Comprehensive Reform Pilot" which positions Shenzhen at the forefront of reform and opening-up, emphasizing innovation and the integration of various sectors [1][4]. Group 1: Innovation and Reform - The "Opinions" encourage Shenzhen to address systemic and technical barriers in education, technology, and talent, aiming to enhance innovation efficiency and develop emerging industries through detailed institutional reforms [1][3]. - Shenzhen is tasked with exploring new mechanisms for research and development institutions, including market-oriented salary management and reforming research funding management to attract top global talent [2][3]. Group 2: Talent Development - The document highlights the importance of integrating education, technology, and industry to cultivate high-quality, interdisciplinary engineering talent, emphasizing collaboration between universities and enterprises [3][4]. - It also calls for reforms in vocational training and advanced manufacturing to ensure effective alignment between industry needs and skill development [3]. Group 3: Industry Applications - Shenzhen is assigned to explore mechanisms for the application of artificial intelligence in medical devices, reforming management systems for unmanned aerial vehicles, and advancing market-oriented data element allocation [3][4]. - These sectors are identified as having significant market potential but face challenges due to a lack of mechanisms, rules, and standards, which Shenzhen aims to address [3]. Group 4: Strategic Positioning - The "Opinions" emphasize Shenzhen's strategic role as an international technology innovation center, advocating for institutional exploration and innovation across various fields to promote technological and institutional synergy [4]. - The document outlines a top-level design for Shenzhen's reform and development, aiming for high-quality growth and replicable experiences in reform practices [4].

随着全球无人驾驶行业的不断成熟，Robotaxi(无人驾驶出租车)正加速从概念验证迈向商业化落地。6月 11日，据万马科技（300698）全资子公司优咔科技公众号消息，优咔科技依托深厚的车联网技术积累和 全球化布局，正全面切入Robotaxi核心基础设施建设，以智能网联、数据闭环、算网融合和全球运营等 关键能力，为行业客户提供面向未来的一体化解决方案。 在国际市场，Waymo、特斯拉等企业已陆续在北美主要城市推出Robotaxi付费服务；而在中国，百度萝 卜快跑已覆盖北京、深圳、武汉、重庆等地，并拓展至迪拜、阿布扎比、瑞士、土耳其等海外市场。政 策支持、技术成熟、成本下降，以及像RT6这样单车成本已低于3万美元的产品，正在为Robotaxi的规模 化落地扫清障碍。 据了解，优咔科技继续打造面向Robotaxi的高可靠、高效率通信基础设施。凭借在5G双卡双通、QoS管 理、链路调度等领域的深耕，优咔科技能够为Robotaxi提供高质量的联网能力，保障远程监控、数据回 传等任务稳定运行。此外，优咔的智能连接管理平台已可与车队管理系统深度集成，实现车辆全生命周 期的智能运维。 在全球网络覆盖能力方面，优咔科技已构建 ...

Group 1 - Jinzhai Food's innovative upgraded products have entered the Pang Donglai system, with good sales performance reported [1] - Meta's CEO Mark Zuckerberg is forming a new AI team aimed at achieving Artificial General Intelligence (AGI) and plans to invest over $10 billion in Scale AI [2] - TianKang Bio reported a 19.95% year-on-year decline in pig sales revenue for May, totaling 345 million yuan, with a sales volume of 229,700 pigs [3] Group 2 - Trina Solar's Chairman Gao Jifan stated that the proportion of solution business will increase to over 50% in the next two to three years [3] - SpaceX's revenue is projected to reach $15.5 billion this year, according to Elon Musk [4] - VinFast reported a 296% year-on-year increase in electric vehicle deliveries in Q1, totaling 36,330 vehicles, with a net loss of approximately $712 million [4] Group 3 - Bubble Mart has registered dozens of trademarks related to the "labubu" series, covering various categories including education and entertainment [4] - Hangzhou Oxygen Yiju Environmental Technology Co., Ltd. completed a Series A financing round of 50 million yuan, aimed at developing negative oxygen ion release technology [6] - "Bo Te Ding Dong" completed a 20 million yuan angel round financing, focusing on optimizing AI routing algorithms and expanding market coverage [7] Group 4 - "Longxing Hangdian" successfully completed a Series A++ financing round of 100 million yuan, with participation from various investment institutions [8] - "Photon Leap" announced the completion of a 100 million yuan angel round financing, focusing on AI imaging algorithm development [9] - Meituan launched its first AI Coding Agent product, NoCode, aimed at simplifying programming tasks [10]

Core Viewpoint - The increasing investment from foreign enterprises in China reflects their confidence in the country's stable high-quality development and high-level openness, highlighting the potential for collaboration in emerging technologies such as artificial intelligence, digital twins, and autonomous driving [1] Group 1: Foreign Investment Trends - Numerous foreign enterprises, including those from Denmark and Germany, are motivated to continue investing in China, particularly in new technology sectors [1] - A recent survey by the American Chamber of Commerce indicates that the vast majority of American companies have no plans to withdraw from the Chinese market [1] Group 2: Policy and Economic Environment - The Chinese government is accelerating institutional openness and has introduced the "2025 Action Plan for Stabilizing Foreign Investment," which includes revisions to the encouraged foreign investment industry catalog [1] - High-end manufacturing and digital economy sectors are now included in the policy incentives, aiming to transform China from a manufacturing hub to an innovation engine [1] Group 3: Business Environment - The Chinese government aims to continuously optimize the business environment and provide more policy benefits for foreign enterprises [1] - There is an invitation for more foreign companies to establish themselves in China and look towards global opportunities, promoting mutual benefits in the wave of new productive forces [1]