《 世界读书日，螺丝钉送你121本私藏经典好书 》 往期回顾 第一篇：《 为什么高收入可能不会持续：从行业红利到时代红利 》 大家好，我是银行螺丝钉，欢迎来到这期的螺丝钉带你读书。 「螺丝钉带你读书」也陪伴大家度过了三百多期，为大家讲解了很多有趣、经典的书籍和故事，比如《三十几岁，财务自由》、《如何读一本 书》、《战胜拖延症》等等。 还为大家详细介绍了几位投资大师：股神巴菲特、他的好搭档查理芒格和指数基金之父约翰博格。分享了他们的人生经历、投资生涯和投资的理 念。 大家可以点击下面链接查看部分螺丝钉带你读书合集： 第二篇：《 没有明显机会时，我们要躺平还是卷起来？ 》 提高收入，选好行业和工作很重要 这几期螺丝钉带你读书，介绍的是一本挺有意思的书《觉醒吧，薪人类》。 这两篇文章，咱们来介绍下，如何提升收入。 想要提高收入，选好行业和工作也很重要。 选对行业的3个关键词 如何选择行业呢？ 三个关键词：长坡，厚雪，红利。 （1）长长的坡 长长的坡意味着行业有较长的寿命，并且天花板比较高。 这需要行业对社会有贡献，各个参与方都能从中受益。 如果有一方利益受损，这样的行业是无法长期持续的。 典型的案例就是P2P。 早 ...

Group 1: Huawei's New Product Launch - Huawei has launched the Pura80 series, featuring the most expensive camera module in its history, which includes two long-focus lenses within a single lens [3] - The total R&D investment by Huawei over the past decade amounts to 1.249 trillion yuan [3] - The Pura80 series emphasizes imaging and AI capabilities, aiming to overcome limitations in mobile long-focus photography [3] Group 2: US-China Rare Earth and Chip Negotiations - High-level talks between the US and China took place in London, with hopes of resuming trade negotiations [5] - The US is willing to relax chip export restrictions in exchange for China easing rare earth export controls [5] - Following the announcement, stock prices of US semiconductor companies such as AMD and Microchip rose by 4.77% and 4.29% respectively [5] Group 3: Automotive Industry Developments - Nearly 20 automotive companies have committed to keeping supplier payment terms within 60 days [7] - Major Chinese automakers, including BYD and Geely, have joined the initiative to standardize payment terms [7] - The automotive industry is facing challenges with cash flow, as suppliers are under financial pressure due to delayed payments [8] Group 4: Gree's Leadership Change in Chip Division - Dong Mingzhu has stepped down as the chairman of Gree's semiconductor subsidiary, with Li Shaobin taking over [10] - Gree has invested significantly in chip development, with a planned annual production capacity of 240,000 chips [10] - The self-developed chip applications currently account for approximately 30% of Gree's product offerings [10] Group 5: Apple's WWDC Updates - Apple announced a major design update at WWDC, unifying all systems under a new naming convention [12] - The introduction of a new AI technology framework allows developers to integrate Apple's built-in models into applications [12] - There are concerns regarding the maturity of Apple's AI capabilities, as the integration of Apple Intelligence appears rushed [12][13]

工业维生素的致命断供 一部苹果手机需要用到11种稀土元素，F-35战斗机单架消耗408公斤稀土，核潜艇更是需要惊人的4.1吨。这些被称为"工业维生素"的矿物 质，已成为现代科技社会的生命线。从智能手机的振动马达到风力发电机的核心组件，从导弹制导系统到医疗成像设备，稀土元素支撑 着整个人类科技文明。 当中国商务部在2025年4月4日宣布稀土管制措施时，全球工业界才猛然惊醒：中国不仅坐拥全球36%的稀土储量，更掌控着92%的精炼 产能。每10公斤稀土磁铁中，就有9公斤流经中国工厂。内蒙古包头矿区开采成本仅为美国矿山的1/3，江西赣州的分离车间能将17种稀 土提纯至99.9999%的极致纯度。这种全产业链优势，让西方十五年来"摆脱依赖"的豪言壮语沦为笑谈。 美国通用、丰田、大众等车企巨头集体拉响警报：再拿不到中国稀土，工厂将在40天内停产！稀土价格从4月的425美元/公斤飙到850美 元，翻了一倍还多。特斯拉工厂的机器人生产线直接停摆，马斯克急得公开喊话："没有中国稀土，我们造不出人形机器人！" 德国大众的供应商们提交了上百份稀土进口申请，最终只有四分之一获得通过。奔驰生产主管私下坦言："我们连缓冲库存都没建，下周 ...

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 emphasizes the importance of innovation for companies to thrive in a competitive landscape, highlighting that waiting and observing can hinder progress and success [2][4]. Group 1: Innovation and Competition - Chinese technology companies have gained global attention through significant innovations, such as DeepSeek and DJI, showcasing the potential of autonomous innovation [2]. - Founders of leading companies express a sense of urgency and the necessity for continuous innovation to maintain competitiveness, indicating that past strategies may not be applicable in the future [3]. - The article warns against complacency, using Nokia as an example of a company that failed to adapt and innovate, leading to its decline in the smartphone era [3]. Group 2: Embracing Failure - The article discusses the need for a culture that tolerates failure in the innovation process, suggesting that many successful innovations are built on lessons learned from previous failures [4][5]. - It highlights the importance of allowing innovators the space to experiment and learn from mistakes, as exemplified by Huawei's approach to innovation [5]. Group 3: Managing Expectations - There is a caution against setting unrealistic expectations for innovation outcomes, as some innovators may face setbacks when high expectations are not met [6]. - The article stresses that innovation is a gradual process that requires patience and realistic goal-setting, advocating for a balanced approach to innovation that respects the time needed for development [6]. Group 4: Technological Advancements - Recent technological breakthroughs in China, such as advancements in robotics and aerospace, demonstrate the long-term commitment and perseverance of research teams [6]. - The transformation of Beijing's Zhongguancun from a market to a tech hub illustrates the importance of sustained institutional support for innovation [6].

《科创板日报》13日讯，Counterpoint Research的数据显示，今年5月，苹果iPhone在中国的销量升至榜 首，4月和5月的全球销量同比增长15%。Counterpoint的初步数据显示，全球销量的增长主要是受苹果 在中国和美国这两个最大市场恢复增长的推动。 机构：苹果5月份在中国智能手机市场的销量位居榜首 ...

某种程度上，现在其实是荣耀还债的时候。 在谈到荣耀最近的发展状态时，一位长期关注于智能手机行业的分析人士，言简意赅地如此总结说。他对智见 Time 强调称：这里说的「还债」，主要指 的是「还华为的债」。 毕竟，在 2020 年从华为独立出来之后的很长一段时间里，荣耀的发展确实在很大程度上受益于「脱胎于华为」的光环，吃到了所谓的「替身红利」，势 头一度非常旺盛。 然而，自从华为的智能手机业务在 2023 年下半年「王者归来」后，荣耀遭遇重大影响，市场表现一路向下，以至于长期担任荣耀 CEO 的赵明在 2025 年 1 月份离开。 在李健领导下，荣耀正努力走出困境，走向上市，荣耀 400 系列是它的第一步——但是从眼下来看，已经成立超过 11 年的荣耀，依旧难以走出华为的阴 影。 一方面，荣耀独立之后的很多股东，有多家全国各个地区的重要代理商和渠道商，因此这些股东有足够的动力帮助荣耀出货，而且这些渠道商很多也曾兼 卖华为手机。 如今，新任 CEO 李健已经上任接近半年，但荣耀的困局依旧是显而易见。 以「华为的影子」的名义 在从华为独立之后的很长一段时间里，荣耀的快速发展，都受益于「脱胎于华为」这个光环。 这背后的 ...

以下文章来源于财经三分钟 ，作者杨瑞 财经三分钟 . 4 亿中产财经资讯平台，专注深度财经商业报道。由财经媒体人杨瑞团队执笔，出品《广州租售同 权》、《北京学区房多校划片》、《国家抢占人工智能制高点》等多篇千万级刷屏文章。 作者：杨瑞 来源：财经三分钟 智能驾驶的赛道上，一次意外成了舆论放大镜。 当雷军淡定回应 "培训中的状况正是价值所在"， 小米正站在聚光灯下，接受技术、市场与舆论的 多重拷问 。 与此同时，工信部 "加大舆论关注度高车型抽查" 的通知，给热度居高不下的小米汽车再添压力。 不过，对手握 20多万辆交付成绩、历经千项严苛测试的小米来说，这或许也是一次证明实力的契 机。 而比车祸风波、监管动态更值得关注的，是小米中国区的人事大调整。王晓雁三职加身，被视为小 米整合零售渠道的关键落子。 从手机到汽车，从线上到线下，这场人事变动背后，藏着雷军对 "人车家全场景" 生态的最大野 心。 01 小米智驾培训班首日竟然"翻车"？ 雷军回应来了！ 近日，网络上流传着一则令人震惊的消息： 小米智驾培训班首日竟然"翻车"了！ ▲ 图源：视频截图 从流传出的事故画面来看，一辆小米SU7冲进了绿化带，现场一片狼藉，这 ...

01 像乔布斯一样 向苹果看齐，是雷军大学时代就怀有的梦想。在武大的图书馆里，雷军看了一本叫《硅谷之火》的书， 开始琢磨"像乔布斯一样，办一家世界一流的企业"。 此时，出身湖北仙桃的雷军，考入武大计算机系不久，对编程充满了热情。在距离美国加州苹果总部1 万公里远的湖北，在信息尚不发达的1987年，雷军就这样押中了科技这个巨大的时代红利。 自研"玄戒O1"芯片，把小米作为科技企业的意义拉升了一个层次；造车书写了新的商业故事，然而SU7 的高速事故又让小米深陷阴霾，就连华为的余承东都要明着内涵小米"不顾安全吹牛皮"。 如果说这是一场走钢丝，看台下掌声雷动，有衷心喝彩的，就有看热闹的，其中风险只有雷军自己知 道。 雷军，是网友们亲封的"雷布斯、雷斯克"，直接对标苹果乔布斯和特斯拉马斯克。但他现在的处境，就 像在高空中走钢丝，手握平衡杆，一头承载"芯片"，一头肩负"造车"。 和高考类似，关于他后来的很多关键选择，《雷军传》是这么总结的： "雷军不是未卜先知的天才，却 是擅长布局的围棋高手，顺势而为，行棋无悔。" 如果你是米粉，一定对雷军2年时间修完大学4年学分的故事不陌生。剩下的时间雷军也没闲着，校内包 揽各类奖学金 ...

1Q25淡季效应减轻，晶圆代工营收季减至5.4% 根据Tr endFor c e集邦咨询最新调查，2025年第一季，全球晶圆代工产业受国际形势变化影响而 提前备货，部分业者接获客户急单，加上中国延续2024年推出的旧换新补贴政策，抵消部分淡 季冲击， 整体产业营收季减约5.4%，收敛至364亿美元 。 | Ranking | Company | | Revenue | | | Market Share | | --- | --- | --- | --- | --- | --- | --- | | | | 1Q25 | 4Q24 | QQQ | 1Q25 | 4Q24 | | 1 | 台积申(TSMC) | 25,517 | 26,854 | -5.0% | 67.6% | 67.1% | | 2 | 三星(Samsung) | 2,893 | 3,260 | -11.3% | 7.7% | 8.1% | | 3 | 中科国际(SMIC) | 2,247 | 2,207 | 1.8% | 6.0% | 5.5% | | 4 | 联电(UMC) | 1,759 | 1,867 | -5.8% | 4.7% | 4 ...