作者 | 董 静 编辑 | 硬 AI 巴克莱称，Anthropic的API业务规模和增速已超越OpenAI，为AWS带来巨大营收贡献。数据显示，Anthropic的API业务 2025年预计将激增至39.07亿美元，增长662%，而OpenAI仅增长80%。如果Anthropic四季度开始预训练Claude 5，加 上推理营收，Anthropic单独就可能为AWS每季度贡献总计4%的增长。 硬·AI 亚马逊云服务AWS的AI增长潜力被严重低估，因与其深度合作的Anthropic的API业务正在为AWS带来显 著营收贡献。 9月3日，巴克莱最新分析报告显示，Anthropic与亚马逊AWS的深度合作正为云服务巨头带来显著增长动 力，但市场尚未充分认识到这一AI驱动增长的潜力。如果AWS能够保持与Anthropic的训练工作负载合 作，该公司有望在第四季度实现超预期的收入增长。 巴克莱分析师估计， Anthropic目前（2025年第二季度）为AWS贡献约1%的增长，但随着Claude 5训练 和现有推理收入的双重推动，这一贡献可能升至每季度4% 。关键在于，Anthropic的API业务规模已经超 越OpenA ...

Core Viewpoint - Tesla has proposed a new compensation plan for CEO Elon Musk with a potential value of up to $1 trillion, aimed at incentivizing his leadership and achieving ambitious performance targets [1][2]. Group 1: Compensation Plan Details - The new compensation plan is designed to motivate Musk to lead Tesla for several more years, focusing on the development of the nascent autonomous taxi business and increasing the company's market value from approximately $1 trillion to at least $8.5 trillion [1]. - The initial value of the CEO reward is reported to be $87.8 billion, which could increase to about $1 trillion if Musk meets all performance targets and receives all restricted stock [3]. - Musk's potential additional shares could raise his ownership stake to at least 25%, aligning with his long-term goal for greater control over the company [2]. Group 2: Historical Context and Board's Perspective - Musk previously had a compensation plan approved in 2018 valued at over $50 billion, which was rendered invalid by a Delaware court ruling [2]. - The Tesla board has been seeking ways to compensate Musk, including a temporary stock award of approximately $30 billion offered in early August [2]. - The board acknowledges Musk's public persona attracts significant attention, but they believe it does not detract from his focus on Tesla's leadership [2]. Group 3: Strategic Focus and Future Plans - The new plan includes measures to ensure Musk remains focused on Tesla's business development while also promoting growth in emerging markets such as robotics and artificial intelligence [2]. - A non-binding shareholder proposal in the proxy statement suggests Tesla consider acquiring shares in Musk's AI company, xAI [2].

Group 1 - Wanda Group's equity worth over 9.4 billion yuan has been frozen for three years, affecting its subsidiaries in financial services and micro-loans [3][4] - Geely Automobile's shareholders approved the privatization of Zeekr Intelligent Technology with a high approval rate of 95.14%, aiming for completion by the end of 2025 [3] - Hema Neighborhood Pickup will cease operations on October 4, 2025, with a focus shifting to Hema Fresh, which plans to open nearly 100 new stores [5] Group 2 - Deep Blue Automotive announced a leadership change with Deng Chenghao becoming chairman and Jiang Hairong appointed as CEO [7] - Zhang Liang has exited the shareholder list of Zhang Liang Spicy Hot Pot, indicating a potential shift towards diversification in business operations [9] - Media reports suggest that MediaTek denied rumors of a potential acquisition by NVIDIA, clarifying that the speculation is unfounded [11] Group 3 - Lululemon reported a 7% year-on-year increase in global revenue to $2.5 billion for Q2 of fiscal year 2025, with a notable 25% growth in its mainland China business [13] - OpenAI is expanding its job platform to match company needs with employee skills, aiming to certify 10 million Americans by 2030 [11] - Ford has rebranded its performance division back to Ford Racing, set to participate in major racing events starting January [20] Group 4 - Medical technology company Rui Long Surgical completed a $67 million Series D funding round led by Johnson & Johnson Innovation [20] - Beijing Zhongguancun Waterwood Medical Technology announced a multi-hundred million yuan Series B financing to enhance its medical device service platform [21] - BYD's Yangwang U8L is set to launch on September 12, 2025, with a pre-sale price of 1.3 million yuan and advanced driving assistance features [24] Group 5 - Alibaba's Tongyi Qianwen launched Qwen3-Max-Preview, its largest model to date with over 1 trillion parameters [22] - The Ministry of Commerce reported that China's service trade reached 45,781.6 billion yuan in the first seven months of 2025, growing by 8.2% year-on-year [28] - Nanjing initiated a new round of automobile consumption subsidies, offering varying amounts based on the price of new vehicles purchased [28]

Core Points - Tesla's CEO Elon Musk may become the world's first trillionaire if he meets ambitious performance targets, increasing the company's market value from $1 trillion to at least $8.5 trillion over the next 10 years [1][3] - The new compensation plan includes 423.7 million shares of Tesla stock, valued at approximately $143.4 billion at the current stock price, with potential future value reaching $1.2 trillion if the market cap goal is achieved [1][3] - The plan is unprecedented in scale, representing the largest executive compensation package in U.S. corporate history, aimed at retaining and motivating Musk to lead Tesla towards becoming the most valuable company [3][4] Compensation Structure - The compensation package is contingent upon Musk remaining as CEO or in a senior operational role, with shares divided into 12 tranches based on achieving specific market and operational milestones [4] - Key milestones include delivering 1 million Optimus humanoid robots, 20 million Tesla vehicles, launching 1 million autonomous taxis, and increasing adjusted EBITDA to $400 billion [4] - The total share allocation represents 12% of Tesla's adjusted share capital, with Musk only receiving shares if the stock value significantly increases [3][4] Market Reaction - Following the announcement of the compensation plan, Tesla's stock price rose over 5% during intraday trading, closing up 3.64% with a market capitalization of $1.13 trillion [2] Musk's Current Holdings - Musk currently holds 410 million shares of Tesla, valued at approximately $138.8 billion, contributing to his status as the world's richest person with a net worth of $378 billion [5] Control and Leadership - Despite managing multiple companies, Musk's new agreement highlights his strong control over Tesla, with the board supporting him amid concerns about his divided attention [6] - Musk has indicated that if he does not maintain about 25% voting control at Tesla, he may shift focus to other ventures, including AI and robotics [6] Recent Developments - Tesla has regained momentum with the launch of its long-anticipated autonomous taxi service, which is seen as a crucial part of its future business strategy [7] - The company has opened its Robotaxi application to the public, indicating plans to expand the service beyond initial pilot users [7]

按照2025年预期增速目标5%以上计算，山东GDP有望在2025年突破10万亿元大关。以今年上半年数据 来看，山东服务业增加值同比增长5.8%，占GDP的比重同比提高0.7个百分点、达到54.4%。在当地媒体 看来，山东服务业增长总比GDP增长"慢半拍"的局面已经改变，但短板弱项仍然存在。 根据国家统计局《国民经济行业分类》，服务业涵盖14个行业门类。现代服务业主要以生产性服务业为 主，还包括消费性服务业、公共性服务业和基础性服务业4大类。这其中，山东最常被提及的"短板弱 项"是生产性服务业，比如企业梯队建设不足，龙头企业带动作用偏弱。 一个例子是此前公布的2024年山东百强企业名单，制造业依旧占大头，共有68家企业上榜，服务业企业 则仅有19家。当地专家指出，山东生产性服务业企业特别是知识技术密集型生产性服务业在全省百强企 业中占比较小。同时，缺少创新发展能力突出、示范引领作用明显的生产性服务业领军企业，对新业态 的培育孵化能力有限。 9月4日，山东省政府新闻办举行省政府政策例行吹风会，解读山东加力稳经济一揽子政策措施。山东省 发展和改革委发改委副主任刘勇表示，山东紧扣重点行业领域，研究提出针对性强、效果立 ...

转自：证券时报 人民财讯9月6日电，9月4日，中粮集团有限公司（简称"中粮集团"）与科大讯飞股份有限公司（简 称"科大讯飞"）签署战略合作协议。根据协议，双方将围绕人工智能基础平台和底座能力建设、场景应 用探索、消费品与金融产品及乡村振兴等方面开展全方位战略合作，实现互利共赢、共同发展。 ...

Core Insights - The article highlights a growing trend where top companies are engaged in a high-salary recruitment battle, countering the narrative that AI will lead to widespread job losses [1][2] - It emphasizes that the future of work will involve collaboration between humans and AI, rather than competition [2][3] Group 1: Job Market Dynamics - There is a significant demand for skilled professionals in AI-related fields, with companies like OpenAI, Google DeepMind, and Anthropic actively hiring thousands of developers and experts [2] - While some companies may plan layoffs, they are simultaneously creating millions of new jobs that are AI-empowered rather than replaced by AI [3] Group 2: Job Security and Growth Areas - Jobs that rely heavily on interpersonal skills, such as lawyers, doctors, and HR professionals, are expected to be more resilient against AI disruption [4][5] - Creative professions are thriving, as AI enhances rather than diminishes creative output [7][9] - New hybrid roles that bridge AI systems and real-world applications are emerging, with salaries reaching six figures [10] - Blue-collar technical jobs are experiencing a revival due to their involvement in unpredictable physical environments, which AI struggles to navigate [11] Group 3: Salary Insights - High-paying roles include Creative Directors ($140,000–$220,000), AI Ethics Officers ($150,000–$220,000), and Electricians (median salary $78,000, with a 6% growth) [13][14][15] - The demand for renewable energy technicians is particularly strong, with a salary of $85,000 and a growth rate of 52% [15] Group 4: Skills for the Future - The most resilient skills against AI disruption include empathy, presence, creativity, and leadership [16][20] - Employees who integrate AI tools into their work can see productivity increases of 30-50% [17] - Identifying roles in high-growth areas where AI amplifies human capabilities is crucial for job stability and salary growth [18] Conclusion - The article concludes that the ability to think, feel, lead, and connect remains a unique human advantage in the age of AI, urging professionals to embrace AI as a tool rather than a threat [19]

Core Viewpoint - Tesla's CEO Elon Musk has been proposed an unprecedented compensation plan that could potentially make him the world's first trillionaire, contingent upon achieving ambitious operational and market value targets over the next 10 years [1][4]. Group 1: Compensation Plan Details - The compensation plan includes an additional 423.7 million shares of Tesla stock, valued at approximately $143.4 billion based on the recent closing price of $338.53 per share [1][4]. - If Tesla's market value reaches $8.5 trillion in 10 years, the value of these shares could soar to $1.2 trillion [1]. - The total size of the performance award is 423.7 million shares, representing 12% of the adjusted share capital, which Musk will only receive if Tesla's stock value significantly increases [4][5]. Group 2: Performance Milestones - Musk must achieve 12 market value milestones and 12 operational milestones to earn the shares, including delivering 1 million Optimus humanoid robots, 20 million Tesla vehicles, and achieving an adjusted EBITDA of $400 billion [5]. - The plan stipulates that Musk must remain as CEO or in a senior operational role at Tesla to qualify for the shares, which are divided into 12 tranches [5]. Group 3: Market Reaction - Following the announcement of the compensation plan, Tesla's stock price rose over 5% during intraday trading, closing up 3.64%, with a market capitalization of $1.13 trillion [2]. Group 4: Musk's Broader Influence - Despite managing multiple companies, including SpaceX and xAI, Musk's control over Tesla remains significant, as highlighted by the board's support for his new compensation plan [8][10]. - Musk's involvement in various ventures, including the acquisition of the social media platform X, indicates his expanding business empire [5][6].

央广网北京9月6日消息（总台中国之声记者谭瑱 韩栋）据中央广播电视总台中国之声《新闻纵 横》报道，当下，人工智能技术加速迭代，迎来爆发式发展。不少人都想知道，人工智能究竟能给大家 带来什么。近日，国务院印发《关于深入实施"人工智能+"行动的意见》，明确提出在科学技术、产业 发展、消费提质、民生福祉、安全治理以及全球合作等重点领域全面推进"人工智能+"行动，为人工智 能行业发展划定清晰路径，描绘了令人心动的未来图景。 目前，温州市人工智能创新发展工作专班已组建成立，发布《温州市加快建设人工智能创新发展先 行市的实施方案(2025-2027年)》，提出到2027年底建成千亿级人工智能产业集群，打造10个以上行业垂 在政策引导下，浙江省迎来首个人工智能局。9月3日，温州市人工智能局揭牌成立。此前，广东深 圳龙岗区也挂牌成立了人工智能（机器人）署。这些新机构将如何助力人工智能产业发展？人工智能又 将怎样激活城市发展新动能？ 在浙江，杭州和宁波是人工智能产业的"双核"。在浙江省出台的《关于支持人工智能创新发展的若 干措施》中，两市共同承担起2027年全省人工智能核心产业营收破万亿的重任。温州此次成立人工智能 局，意在全 ...

AMD下挫6.58%，英伟达跌2.7%至近两个月低点。博通大涨超9%。Lululemon大跌18%。Robinhood终于被纳入标普500，周五盘后涨近8%。 降息预期叠加避险需求，美债收益率全线下挫，10年期跌逾8基点，2年期跌至2022年以来最低。 美元指数较昨日纽约尾盘曾跌逾0.9%。加密货币冲高回落，以太坊一度较日高下挫5.2%。 黄金涨1.16%，盘中刷新记录高点至3600美元。美油跌2%、至三个月低点。 华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美国非农数据惨淡，引爆衰退担忧，降息预期升温，投资者押注美联储年内降息三次，9月降息50基点的概率也上升。 美股三大指数早盘高开、刷新历史高位，但对于美联储行动可能落后于形势的担忧，令经济衰退的风险压倒了降息预期的利好，美股高开低走，纳指一度较 日高跌超1.5%。 亚洲时段，AH股大反弹，沪指重返3800点，创业板涨超6%，新能源爆发，恒科指涨2%，30年期国债期货跌近1%。 《付鹏说·第六季》全面升级！付鹏带你前瞻全球大类资产交易性机会！立即订阅>> 要闻 证监会征求意见：拟调降公募基金认购费、申购费、销售服务费率 ...