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早报|官方辟谣足协要去指导苏超;喜马拉雅回应腾讯音乐收购;郭明錤评价苹果WWDC;特朗普:洛杉矶骚乱事件是“外国入侵”
虎嗅APP· 2025-06-10 23:59
Group 1 - Tencent Music Entertainment Group has signed a merger agreement with online audio platform Ximalaya, which will maintain its brand, product independence, core management team, and strategic direction post-acquisition [9] - OpenAI has reached a cloud AI computing power agreement with Google, reducing its reliance on Microsoft, which is significant given OpenAI's previous strong ties with Microsoft Azure [17][18] - Multiple automotive companies, including China FAW Group and Dongfeng Motor Corporation, have committed to a unified payment term of no more than 60 days [16] Group 2 - A study by NASA indicates that the recent fall of SpaceX's Starlink satellites is linked to increased solar activity, which shortens their operational lifespan in orbit [14][15] - Apple analyst Ming-Chi Kuo expressed concerns that Apple's lack of progress in AI could impact its future product lines, particularly AR glasses, as competitors advance [10][11] - The market regulatory authority in China has initiated actions against illegal food additives in weight-loss products, emphasizing the need for stricter enforcement [20]
AI与太空正重塑全球独角兽格局?
Sou Hu Cai Jing· 2025-06-10 16:53
OpenAI的发言人透露,其截至6月末止的年化营收已飙升至100亿美元,较2024年12月末的55亿美元增长近一倍,主要来自 ChatGPT业务和应用程序编程接口(API),而不包括微软(MSFT.US)和大型一次性交易的影响。 据CNBC报道,OpenAI还定下了到2029年收入达至1,250亿美元的目标。 今年第1季,OpenAI进行有史以来最大笔的融资——由软银牵头,为其融资400亿美元,远超2023年微软所提供的100亿美 元融资,资金可能在年底全部到位。 这轮融资让OpenAI的估值达到3,000亿美元,相当于其2024年末止年化收入55亿美元的54倍。若按其最新的百亿收入计算, OpenAI或许可要求更高的估值。 独角兽估值排名已变 独角兽估值排名已悄然生变,一直独占鳌头的字节跳动被拉下第一王位。在资本的推动下,AI与太空概念成为新的资本宠 儿。 风投项目有望挽回投资者信心? 从头部独角兽排名的变更可以看出,AI初创公司依然是风投基金的最爱,也因此在今年内频频获得融资加持和估值提升。 此外,太空概念也依然是投资者青睐的标的,除了SpaceX之外,航天军工企业Voyager Technologies ...
美股三大指数涨跌不一 太空概念股大涨
Feng Huang Wang Cai Jing· 2025-06-09 14:40
6月9日,外交部发言人林剑主持例行记者会。路透社记者提问,中美经贸磋商机制首次会议正在英国举 行,中方能否介绍更多情况,对磋商有何期待?"中方已经发布了中美经贸磋商机制首次会议有关消 息,关于磋商的具体情况请你保持关注。"林剑说。 特朗普下令 "解放洛杉矶"!洛杉矶全市进入战术警戒状态 2000名国民警卫队已进驻! 凤凰网财经讯 6月9日,美股三大指数涨跌不一,截至发稿,道指跌0.24%,纳指涨0.44%,标普500指数 涨0.11%。个股方面,华纳兄弟探索涨超8%,公司将分拆为两家媒体公司。"稳定币第一股"Circle上市 后持续走高,今日再度大涨近15%。太空概念股大涨,AST SpaceMobile涨超14%,Redwire涨超14%, Rocket Lab涨超11%。 全球要闻 中美经贸磋商机制首次会议正在英国举行 外交部:具体情况请保持关注 据央视新闻9日消息,当地时间6月8日,美国总统特朗普在其社交媒体平台"真实社交"上发文称,洛杉 矶已被非法移民和罪犯"入侵占领",暴力叛乱分子聚集并袭击联邦探员,企图阻碍政府的驱逐行动。 "特马决裂"对特斯拉影响多大?华尔街齐呼:不会产生长期利空! 华尔街大佬们 ...
特朗普马斯克“关系结束”
Bei Jing Shang Bao· 2025-06-08 14:38
Group 1 - The conflict between Musk and Trump has escalated from a political disagreement to a public feud, indicating a potential shift in Musk's political stance as he may take on a more independent role in future elections [2][3] - The initial disagreement stemmed from the "Big and Beautiful" bill, which proposed tax cuts and spending reductions, including the elimination of a $7,500 tax credit for electric vehicle buyers, causing dissatisfaction for Musk [3][5] - Trump's warning to Musk about supporting the Democratic Party highlights the serious implications of their fallout, with Trump suggesting that such actions could lead to "severe consequences" [3][9] Group 2 - Musk's opposition to the bill is rooted in concerns over its impact on the federal budget deficit, which he believes will worsen rather than improve [3][4] - The cancellation of the electric vehicle tax credit could result in Tesla losing approximately $1.2 billion annually, as the company is already facing a significant decline in sales [5][6] - The feud has led to a drop in Tesla's stock price by 14.26%, resulting in a market value loss of $152 billion, dropping below the $1 trillion mark [6] Group 3 - The conflict has implications for federal projects involving Musk's SpaceX, which is crucial for NASA and the Department of Defense, raising concerns about the future of these collaborations [7] - Republican lawmakers are cautious about the feud, fearing it could negatively impact the party's prospects in upcoming elections, leading to a reluctance to take sides [8] - Musk's previous support for Trump and the Republican Party raises concerns among GOP members about the potential repercussions of Musk aligning with Democrats in future elections [8][9]
特朗普:我满脑子都是中国俄罗斯,没空搭理马斯克
Guan Cha Zhe Wang· 2025-06-07 09:26
Group 1 - The public fallout between Trump and Musk is forcing Silicon Valley executives and tech investors to choose sides, creating pressure among Musk's allies who previously supported Trump [3] - Some investors are trying to maintain a delicate balance by supporting Musk while avoiding direct criticism of the White House, indicating a complex political landscape within the tech industry [3][6] - The conflict has led to speculation that Musk's loss of influence in Washington could benefit Chinese electric vehicle manufacturers, particularly BYD, as they are seen as Tesla's biggest competitors [8] Group 2 - Musk's proposal to form a new political party representing centrist Americans has garnered support from various tech leaders, reflecting a shift in political alignment within the industry [4] - The ongoing discord between Trump and Musk has not yet led to a clear division among most tech leaders, with many still weighing their options regarding political affiliations [6] - The commentary from industry figures suggests that the current political dynamics may not favor a swift alignment with Musk, as some express disappointment in his recent initiatives [6][7]
马斯克与特朗普公开决裂背后:“大而美”法案动了谁的奶酪?
Mei Ri Jing Ji Xin Wen· 2025-06-07 06:33
每经记者|岳楚鹏 郑雨航 每经编辑|高涵 当地时间6月5日,一场突如其来的公开"骂战"在美国总统唐纳德·特朗普与科技巨头埃隆·马斯克之间爆发,迅速将两人推向舆论的风口浪尖。这场昔日政治 盟友间的激烈交锋,其直接导火索指向特朗普力推的一项名为"大而美"(Big and Beautiful)的大规模税收与支出法案。 这场口水战不仅升级为人身攻击——马斯克指责特朗普"忘恩负义",而特朗普则反击称马斯克"已经疯了"——更在资本市场掀起巨浪,导致马斯克旗下特斯 拉公司市值一夜蒸发逾1500亿美元。 这场被外界称为"史诗级决裂"的事件,将如何撼动马斯克那横跨电动汽车、太空探索乃至人工智能的庞大商业帝国?更为重要的是,这场争端的核心 ——"大而美"法案,又将给特朗普政府的经济议程以及美国本已沉重的财政未来,蒙上何种难以预测的阴影? 蜜月期终结,"大而美"法案成为争论焦点 ○ 2024年11月 特朗普胜选, 其后一周马斯克组建 ○ 2024年12月 特斯拉股价创I ○ 2025年1月 特朗普就 马斯克出班 2025年2月 O 马斯克出席内阁会议, 特朗普维护政府效率部 2025年3月 O 特朗普购入特斯拉以支持马斯克 202 ...
日本民企挑战月表着陆再次失败
Xin Hua She· 2025-06-06 03:07
Core Points - The Japanese space technology startup "iSpace" faced another failure in its lunar lander "Hakuto-R" attempt to land on the moon's surface on June 6 [1] - The CEO of "iSpace," Takashi Okada, indicated that telemetry data disappeared suddenly before landing, leading to the conclusion that a hard landing on the moon likely occurred [1] - The specific reasons for the landing failure are still under investigation [1] Mission Details - The mission named "Hakuto-R Lunar Exploration" was a follow-up to the previous attempt with "Hakuto-R 1" in December 2022, which also failed to complete the lunar landing [1] - The "Hakuto-R" lander was launched on January 15, 2025, aboard SpaceX's Falcon 9 rocket and entered lunar orbit on May 7 [2] - The lander was equipped with several payloads, including a mini lunar rover, a water electrolysis device for the lunar surface, and a deep space radiation detector, with the planned landing site in the "Mare Frigoris" in the northern hemisphere of the moon [2] Technical Issues - It was confirmed that the laser altimeter measuring the distance between the lander and the moon's surface experienced delays, and the lander did not decelerate sufficiently to achieve the necessary landing speed [2] - The lander began its descent from an altitude of approximately 100 kilometers to about 20 kilometers, where the main engine ignited as planned, but telemetry data was lost during the descent [1][2]
美国联邦航空管理局(FAA):要求对马斯克旗下太空探索公司SpaceX的Flight 9展开发射事故调查。(此前的)调查仅仅侧重于星舰(Starship)载具损失问题。
news flash· 2025-05-30 15:14
Group 1 - The FAA has initiated an investigation into SpaceX's Flight 9 launch incident, expanding the scope beyond just the loss of the Starship vehicle [1] - The previous investigation was primarily focused on the issues related to the Starship vehicle loss [1]
关税战敏感时刻,贝索斯披露47.5亿美元减持亚马逊计划
Hua Er Jie Jian Wen· 2025-05-03 11:07
这一大规模减持计划的披露,恰逢亚马逊(Amazon)就潜在贸易战风险发出警告的敏感时刻,引发市 场关注。 这项计划是他早在今年3月初设定的有序股票出售方案的一部分,整体安排将延续至2026年5月底。 贝索斯持续减持,聚焦蓝色起源 按照周四亚马逊每股190美元的收盘价,本次减持规模约为47.5亿美元。 事实上,贝索斯2024年已经出售超过134亿美元的亚马逊股票,而同期公司市值因人工智能热潮一度突 破2万亿美元。 这位世界第二大富豪逐渐将注意力从他于1994年创立的电子商务公司转移,重新关注他的太空创业公司 蓝色起源和美国报纸《华盛顿邮报》。 作为蓝色起源的唯一股东,贝索斯需承担其高昂的运营开支。媒体援引接近蓝色起源的消息人士透露, 该公司每年成本超过20亿美元。来自联邦政府合同收入部分抵消了成本压力,剩余资金缺口由贝索斯来 填补。 与此同时,贝索斯也在不断加大慈善事业投入力度,尤其是他创立的教育类慈善组织Day One基金。今 年3月,他还额外出售约6000万美元的亚马逊股票用于捐赠给一家未公开名称的非营利组织。 特朗普贸易战冲击,亚马逊发布业绩预警 据最新提交的监管文件显示,贝索斯计划在未来12个月内出售最 ...
突发!马斯克,公开呛声!
券商中国· 2025-04-12 13:12
内部矛盾愈演愈烈。 当地时间4月11日,针对特朗普政府考虑削减太空预算问题,美国太空探索技术公司(SpaceX)创始人、特 朗普政府的"大红人"马斯克在社交平台上发文称"此举令人担忧",表达了不满。 与此同时,美国总统特朗普第二任期的首次年度体检备受关注。特朗普周五表示,在完成重返总统职位以来的 首次年度体检后,他感觉"状态非常好",并预计体检结果将于周日(13日)公布。 值得注意的是,受特朗普的关税政策影响,美国消费者信心和通胀预期急剧恶化。密歇根大学最新发布的权威 调查显示,由于预期通胀水平攀升至1981年以来最高点,4月消费者信心恶化程度远超预期。部分华尔街高管 和经济学家预测,美国未来一年可能陷入衰退。 马斯克公开表达不满 4月12日,参考消息援引《日本经济新闻》网站报道,特朗普政府正考虑将2026年度美国国家航空航天局 (NASA)科学预算削减一半。该科学预算主要用于望远镜开发等领域,预计目前的73亿美元预算将减至39 亿美元。马斯克11日在社交平台上发文称"此举令人担忧",表达了不满。 美国《华盛顿邮报》等多家媒体11日报道,天体物理学预算将从15亿美元减到4.87亿美元,行星科学预算将 从27亿 ...