Core Viewpoints - The future will require humans to take responsibility, as AI cannot assume accountability for its actions [2][35] - Kevin Kelly predicts that by 2049, smart glasses will replace smartphones, with a strong belief that Chinese companies will lead this innovation [2][70] - The book "2049: The Possibilities of the Next 10,000 Days" aims to inspire imagination about a better future rather than making definitive predictions [8][10] Group 1: Future of Technology - AI will not replace jobs but will change the nature of work, requiring humans to adapt to new roles [28][29] - The emergence of smart glasses faces significant technological challenges, including power supply and field of view, which may take 5 to 25 years to overcome [59][63] - The concept of a "mirror world" will emerge, where AI and smart glasses create a digital twin of the real world, enhancing interaction and experience [47][49] Group 2: Education and Skills - Future education should focus on teaching students how to learn effectively, ask good questions, and manage their own learning pace [25][27] - The ability to ask insightful questions will become more valuable than simply finding answers, as AI can provide information readily [27][29] Group 3: Media and Content Creation - The role of journalists will remain crucial, as they will be responsible for verifying information generated by AI [33][34] - YouTube is expected to become a dominant platform for media, especially as immersive technologies develop [43][45] Group 4: Robotics and Automation - Human-like robots are likely to be used in industrial settings before entering households, due to the complexity of home environments [80][81] - The widespread adoption of humanoid robots in homes is not expected within the next 25 years [81][87] Group 5: Space Exploration - The idea of colonizing Mars is viewed skeptically, with a belief that the primary value lies in technological advancements rather than establishing cities [97][101] - Space exploration will focus more on learning and technology development rather than direct economic benefits [99][100] Group 6: Future of Silicon Valley - New startups are expected to emerge, potentially changing the landscape of Silicon Valley, but the fundamental dynamics of the ecosystem may remain [126][130] - AI could transform the way startups are funded and developed, possibly leading to more crowdfunding models [131]

忘掉科技"七巨头"吧！今年上半年，美股投资者正学着爱上"未盈利的858"…… 有迹象显示，网红股(Meme)和那些迄今仍未能实现盈利的公司，在过去几个月正重获投资者 的青睐，并支撑着推动近期市场创下新高的反弹行情。 根据Bespoke投资集团的分析，在罗素3000指数成份股中，自4月8日以来涨幅超过200%的 总计有14家公司，而其中有多达10家未能报告实现任何利润。同时，截至6月下旬，罗素 3000指数中合计858家未能实现业绩盈利的股票的平均涨幅，达到了惊人的36%，表现远优 于那些实现盈利的公司。 从Avis Budget Group、Carvana到Aeva Technologies，这些新一批网红股的大涨，似乎表 明投资者正重新燃起了投机热情。 这也让一些分析师联想到了2021年的"散户大战华尔街"时 期， 当时近乎于零利率和新冠疫情的政府刺激措施，推动了游戏驿站、AMC等具有高度投机 性股票的疯狂上涨。 盈透证券首席策略师Steve Sosnick表示："我们还没有看到全面的'冲向垃圾股'(flight-to- crap)浪潮，但很明显，推动许多此类股票活动背后的动机，并非是基于贴现现金流的严谨考 ...

Domestic News - The National Development and Reform Commission of China signed cooperation documents with Brazilian authorities, including a memorandum on the second phase of strategic alignment and cooperation in artificial intelligence [2] - The State Administration for Market Regulation exposed six typical cases of "involution" competition in product quality, including a case involving Shaoxing Hongguan New Energy Co., which sold substandard "liquid wax alcohol ether composite diesel fuel" [3] - In the first five months of 2025, the cumulative transaction volume of second-hand cars in China reached 7.91 million units, a year-on-year increase of 0.6%, while the transaction value was 516.4 billion yuan, a year-on-year decrease of 2.1% [4] International News - Tesla's Cybertruck sales are sluggish, with a global delivery of approximately 384,000 units in Q2, a year-on-year decline of 13.5%, marking the largest drop in the company's history. Deliveries of "other models" (including Model S, Model X, and Cybertruck) were about 10,400 units, down 52% year-on-year. Cybertruck sales in Q1 were estimated to be between 5,000 to 6,000 units, far below the target of 250,000 units per year set by Elon Musk for 2025 [5] - Japanese Prime Minister Kishida stated that Japan is prepared for all possible tariff scenarios and will defend its interests while promoting zero tariffs on automobiles [6] - Dubai's Roads and Transport Authority signed a memorandum with Pony.ai to launch pilot tests for autonomous vehicles, with plans for phased implementation starting in 2025 and full commercial operation by 2026 [7] - The EU is experiencing significant internal divisions regarding trade negotiations with the US, with countries like Germany and Italy pushing for quick agreements, while France, Spain, and Denmark express concerns about potential concessions. The outlook for negotiations is not optimistic [8] Corporate News - NIO's CEO Li Bin announced that the starting price for the L90 model will be below 300,000 yuan, with display vehicles set to arrive on July 10 and pre-sales commencing [11] - Li Xiang, CEO of Li Auto, emphasized the importance of open communication among new energy vehicle leaders and suggested that Xiaomi's success in the automotive sector requires a full commitment [12] - BYD announced a strategic partnership with Shanghai LEGO Land Resort to focus on green travel and immersive driving experiences for children aged 2-12 [13] - TSMC is reportedly delaying the construction of its second factory in Japan due to potential tariffs from the Trump administration, as the company accelerates investments in the US [14] - New Stone Technology's autonomous vehicles signed a strategic cooperation agreement with the Shenzhen Car Rental Industry Association, aiming to provide 1,000 autonomous vehicles to enhance smart logistics [15]

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 当前自动驾驶技术正处于从辅助驾驶（L2/L3）向高阶无人驾驶（L4/L5）跨越的关键阶段。如果你对自动驾驶 有浓厚的兴趣，并且想找业内最专业的大佬交流，那么这个圈子一定没错！技术迭代的浪潮下暗藏职业焦虑。 对职场老人而言 ，传统以激光雷达为核心的感知算法工程师可能面临路线冲击——特斯拉的纯视觉方案依托成 本优势和算法革新，正在撼动多传感器融合的主流地位；而规划控制领域从PID到强化学习的转型，也让依赖传 统控制理论的从业者陷入技能升级的紧迫感。 学生新手则陷入"选择困难症" ：感知算法赛道因头部企业技术垄 断加剧内卷，数据闭环工程师需要同时掌握分布式计算与AI模型调优能力，而新兴的车路协同方向又要求跨界 融合通信与交通系统工程知识。当禾赛科技将激光雷达成本降至200美元、比亚迪宣布自研体系内价格再降70% 时， 技术红利背后实则是从业者必须持续奔跑的生存法则，这种技术路线的不确定性与知识体系的重构压力， 正在重塑自动驾驶人才市场的竞争格局。 后处理，写逻辑建议转行业可以，不要换方向，gap还是蛮大。现在很多人 ...

Group 1 - Tesla's Robotaxi service in Austin, Texas experienced an incident where a fully autonomous Model Y collided with a parked Toyota vehicle, fortunately resulting in no serious injuries or significant vehicle damage [1] - A video captured by YouTuber DirtyTesla shows the Model Y accelerating unexpectedly while exiting a dimly lit alley, leading to the collision with the Toyota [3] - Other users of the Robotaxi service reported additional issues, including sudden emergency stops and incorrect driving on the wrong side of the road [3] Group 2 - Tesla CEO Elon Musk advocates for a vision-based approach to autonomous driving, emphasizing the superiority of using cameras and neural networks over expensive lidar technology [3] - In contrast, competitors like Waymo, which utilize a combination of cameras, lidar, and radar, have also faced safety incidents, including multiple recalls due to collisions with obstacles [3] - The autonomous driving industry faces significant challenges in improving technology stability and ensuring passenger safety, as highlighted by the recent incident involving Tesla's Robotaxi [4]

Core Insights - The article highlights the recent trends in financing events within various industries, indicating a total of 108 financing events this week, with a total amount of approximately 11.37 billion RMB, marking an increase from the previous week [4][12]. Financing Overview - This week, there were 108 financing events (excluding mergers and acquisitions), an increase of 4 from last week, with a total financing amount of approximately 11.37 billion RMB, up by 4.64 billion RMB [4]. - Among these, 28 events had financing amounts of 100 million RMB or more, an increase of 6 from last week [4]. - There were 32 public exit cases this week, a decrease of 4 from last week [4]. Financing Amount Distribution - The distribution of disclosed financing events shows 70 events, with amounts ranging as follows: - 5 events below 5 million RMB - 22 events between 5 million and 10 million RMB - 13 events between 10 million and 50 million RMB - 18 events between 50 million and 100 million RMB - 9 events between 100 million and 500 million RMB - 2 events between 500 million and 1 billion RMB - 1 event over 1 billion RMB [5]. Notable Investment Events 1. **Photovoltaic Materials**: Tongwei Co., Ltd. announced that its wholly-owned subsidiary, Yongxiang Co., completed a strategic financing round of approximately 4.916 billion RMB, with funds primarily used for repaying financial institution debts and supplementing working capital [7]. 2. **AI Large Models**: Zhizhu completed a strategic financing round of 1 billion RMB, aimed at building an open platform for model-as-a-service (MaaS) and enhancing AI infrastructure in Shanghai [8]. 3. **AI Chips**: Zhenliang Intelligent announced nearly 1 billion RMB in strategic financing, focusing on high-performance GPU development [9]. 4. **Autonomous Driving Software**: Tiantong Vision completed a D round financing of 500 million RMB, aimed at promoting Robotaxi deployment nationwide [9]. Industry Distribution - The financing events this week spanned 13 industries, with the top five being: - Information Technology: 26 events - Electronics: 25 events - Equipment Manufacturing: 14 events - Healthcare: 10 events - Materials: 9 events [12]. - In terms of financing amount, the top five industries were: - Materials: 49.16 billion RMB (due to Yongxiang's large financing) - Electronics - Information Technology - Equipment Manufacturing - Automotive [14]. Regional Distribution - The top five regions for financing events were: - Guangdong: 17 events - Jiangsu: 17 events - Zhejiang: 16 events - Shanghai: 13 events - Beijing: 13 events - These regions accounted for 70.37% of all financing events [19][20]. Financing Round Distribution - The distribution of financing rounds showed that seed and angel rounds accounted for 59 events, while strategic financing ranked third with 21 events. Early-stage financing (A round and earlier) accounted for 58.33% of the total events [23]. Investment Institutions - A total of 97 investment institutions participated this week, with notable activity from Beijing Guoguan and Jinpu Investment [26].

Group 1 - The core viewpoint of the report is that Beijing has improved its global digital economy benchmark city index, ranking second globally and being recognized as a "global leading city" [1] - Beijing has made significant progress in digital infrastructure, industry cultivation, market construction, and international cooperation, continuously releasing new momentum for digital economy development [1] - The city is focusing on the development of the artificial intelligence industry, leveraging standards, policy innovation, industry upgrades, and computing power support to achieve collaborative breakthroughs [1] Group 2 - In the field of digital economy expansion, Beijing is creating development platforms and optimizing the outbound environment for enterprises to expand into global markets [2] - The city is advancing intelligent transformation by integrating digital economy with technological innovation, enhancing overall productivity, and leading industries towards high-end and intelligent upgrades [2] - Future plans include strengthening the construction of digital infrastructure, optimizing computing power systems, and promoting deep market-oriented reforms of data elements to build a competitive industrial ecosystem [2]

最近有同学后台留言，马上秋招了，没时间自己准备了。去哪里找寻题目、面经、和各家面试题 目？各个岗位是啥情况？都有哪些面试流程？各家岗位的级别是怎么划分的？对于刚求职的小 白，这些非常重要，关乎后面3-5年的职业发展与成长。 每年到这个时候，我们都有收到类似的问题，而我们早已经为大家准备好了。做了3年多的技术自 媒体，我们一直想给大家这样一个平台，让需要就业的同学能够快速匹配到自己的岗位，事半功 倍！近半年的筹划，我们推出了AutoRobo知识星球，一个覆盖机器人、自动驾驶、具身智能方向 的求职社区！这也是国内首个以自动驾驶和具身为主要方向的社区。 AutoRobo知识星球 这是一个给自动驾驶、具身智能、机器人方向同学求职交流的地方，目前近1000名成员了，成员 范围包含已经工作的社招同学，如地平线、理想汽车、华为、小米汽车、momenta、元戎启行等公 司。同时也包含2024年秋招、2025年秋招的小伙伴，方向涉及自动驾驶与具身智能绝大领域。 星球内部有哪些内容？这一点结合我们已有的优势，给大家汇总了面试题目、面经、行业研报、 谈薪技巧、还有各类内推公司、简历优化建议服务。 招聘信息 星球内部日常为大家分享已 ...

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 具身智能无疑是这两年最的方向。从几年前的沉寂到去年的疯狂，再到25上半年开始逐渐冷静。大家慢慢回 过神来，具身机器人还远远未到生产力的阶段。 以下是 知识星球 内部一位双非同学的提问，非常有代表性： 各位大佬们好，我目前是一个双非的研究生，我的研究方向是多传感器融合定位的，然后学过python，深 度学习，ros，但都学的不是很精，现在想多学一点为以后找工作用，感觉算法岗我的学历可能不太行，请 问各位大佬们我应该往哪个方向学比较好呢？具身智能感觉也还不太成熟，不确定这波热度能到什么时 候？请问各位大佬后面应该学些什么知识呢？ 星主回答：你的技术栈都比较偏机器人一些，SLAM和ROS这块都可以尝试一下和机器人/具身智能打交道。这 块需求也比较大，可以做一些优化、集成类工作~ 另一方面，我们了解到大一些的公司各家的hc都不是很高，要求基本上都是端到端、大模型、VLA、强化学 习、3DGS这些比较前沿的方向。如果你做的是这块，是有机会的，很多tire 1的公司或者主机厂也正在follow前 沿的技术，大概是从无图往 ...

整理 | 美股研究社 在这个快速变化的时代，人工智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和价 值 分 析。 A I 快 报 1. CoreWeave宣布，首次从市场获得英伟达新款高端AI芯片GB300 NVL72，供应方为戴尔科 技 。 通过英特尔的AI服务器系统，公司可以支持（OpenAI等）客户开发和部署规模更大、更加复杂 的AI模型。 2. 据报道，英特尔(INTC.US)新任首席执行官陈立武正考虑对其晶圆厂代工业务进行重大改革， 直接以14A工艺对阵竞争对手，以吸引苹果(AAPL.US)、英伟达(NVDA.US)等大客户。 业内消息称，陈立武根据业内反馈判断，英特尔18A工艺在吸引新客户方面正面临困难。因此， 他考虑将更多资源投入到更有可能与台积电竞争的14A工艺节点上。若最终决定停止进一步推广 18A工艺，英特尔或将面临数亿美元至数十亿美元的资产减值。这一决策复杂且涉及大量资金， 预计董事会可能要到秋季会议才能做出最终定夺。但需要强调的是，这一潜在调整不会影响英特 尔自身产品部门，以及微软(MSF ...