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20cm速递|国内大厂扩张资本开支,创业板人工智能板块盘中上行,创业板人工智能ETF国泰(159388)涨超1.1%
Mei Ri Jing Ji Xin Wen· 2025-05-28 03:29
Group 1 - The core viewpoint is that major domestic companies in China are significantly increasing their capital expenditures, particularly in AI and cloud infrastructure [1] - Alibaba's capital expenditure for Q4 2024 is reported at 31.775 billion RMB, showing a year-on-year increase of 259% and a quarter-on-quarter increase of 82% [1] - Alibaba plans to invest over 380 billion RMB in the next three years for building cloud and AI hardware infrastructure, which exceeds the total investment of the past decade [1] Group 2 - Tencent's capital expenditure for Q4 2024 is reported at 36.578 billion RMB, reflecting a year-on-year increase of 386% and a quarter-on-quarter increase of 114% [1] - The expected continued rise in capital expenditures for 2025 is primarily driven by the demand for AI-related infrastructure [1] - The overall trend indicates that internet giants are likely to expand their capital expenditures in 2025 due to the rapid increase in demand for AI infrastructure, either through self-built or leased solutions [1] Group 3 - The Guotai Artificial Intelligence ETF (159388) tracks the ChiNext AI Index (970070) and is noted for its high volatility, with daily price fluctuations potentially reaching 20% [1]
美股周二大涨,TACO现象为其背后力量
news flash· 2025-05-27 21:49
金十数据5月28日讯,股市观察人士喜欢给事物起绰号,有时还能大获成功。"TACO交易"就是最新的 例子。分析人士将周二道指741点的上涨归因于TACO这个缩写词背后的力量。这个词最初由英国《金 融时报》的一位专栏作家提出,全称为Trump Always Chickens Out(特朗普总是临阵退缩),用来描述 特朗普宣布对其他国家的商品征收高额关税,但在市场大幅抛售后几小时或几天后又推迟或削减关税的 趋势。TACO交易的低位和影响是否会升至像FANG(美股四巨头Facebook、Amazon、Netflix、 Google)、FAANG(美股五巨头Facebook、Amazon、Apple、Netflix、Google)、Magnificent Seven (美股七巨头)等一样,还有待观察。 美股周二大涨,TACO现象为其背后力量 ...
腾讯集团公共事务副总裁李子树:“科技+文化”让大湾区成为真正的“情感共同体”
Sou Hu Cai Jing· 2025-05-27 15:06
深圳商报·读创客户端首席记者 吴蕾 5月27日,2025文化强国建设高峰论坛"人文湾区 数智湾区"论坛在深圳国际会展中心举行。论坛齐聚多 位文化领域的著名专家学者、杰出企业家代表和新生代青年代表,共话历史、人文、艺术、科创的融合 共生。 李子树指出,当谈论"科技+文化"时,很多人首先想到的是文物复原、VR 体验等等,但除了这些,科 技对文化的价值还在于搭建桥梁,促进人文的深度交流融合。李子树说:"科技正在消弭地理与语言的 阻隔,让湾区人文交流如呼吸般自然。"据介绍,通过数字平台构建的文化连接网络,已促成粤港澳三 地数十个文化机构开展数字化协作,"大湾区不再是一个地理概念,而成为真正的情感共同体。" 面对文化"走出去"的时代命题,李子树将数字技术比作"时光机"与"放大器":"无论是游戏引擎重现文 物场景,还是AI激活古老文明,我们始终致力于放大文化遗产的普惠价值。"目前,腾讯相关技术已应 用于敦煌壁画、故宫文物等文化IP的数字化传播。 "在数字化时代,我们既要当好传统文化的'守护者',更要成为创新表达的'开拓者'。"李子树强调,腾 讯将持续以"科技向善"为指引,通过技术创新推动文化遗产从博物馆走向大众生活,实现 ...
用户举报“开盒挂人”需要几步?实测10款重点App
Nan Fang Du Shi Bao· 2025-05-27 14:18
Core Viewpoint - The Central Cyberspace Administration of China has announced measures to strengthen the regulation of "open box" issues, including enhancing protective measures on platforms and establishing quick reporting channels for related complaints [1][17]. Group 1: Regulatory Actions - The Central Cyberspace Administration will guide platforms to upgrade protective measures and increase risk warnings related to "open box" activities [1][17]. - Platforms are required to set up quick reporting channels for "open box" issues and verify user complaints promptly [1][17]. - The administration emphasizes the need for a multi-faceted approach to combat "open box" activities, including blocking the spread of related information and optimizing protective measures [17][18]. Group 2: Platform Responses - Among the tested apps, Weibo and Douban have established dedicated reporting channels for "open box" activities, which aids in precise targeting of such behaviors [1][18]. - Other platforms like QQ, WeChat, and Douyin have also implemented reporting mechanisms for related violations, including privacy infringement and network violence [7][8][14]. - The testing revealed that the reporting processes across the 10 apps are generally straightforward, involving a few steps to submit complaints [1][8]. Group 3: Specific Reporting Mechanisms - Weibo's complaint categories include "open box" behavior, which is prioritized for processing when it involves real identity information leakage and incitement of network violence [7][17]. - Douyin has introduced a tiered mechanism for tracking and addressing controversial information, including "open box" incidents [8]. - Other platforms like Zhihu and Bilibili have specific guidelines against the publication of personal information and "open box" tutorials, reinforcing their commitment to user privacy [14][17].
朋友圈能查访客记录了?腾讯客服回应
36氪· 2025-05-27 14:06
以下文章来源于中新经纬 ,作者李晓萱 中新经纬 . 中新经纬是由中国新闻社主办的财经新媒体,拥有中国互联网新闻信息采编发布服务资质。以手机客户端(APP)等为主要传播平台,以"权威、前瞻、专 业、亲和"为特色宗旨,传播财经资讯、解读经济政策、讲述商界故事,打造精英的财经资讯平台。 文 | 李晓萱 编辑 | 常涛 罗琨 来源| 中新经纬(ID:jwview) 封面来源 | IC Photo 网传图片显示微信的更新版本为7.0.X | 8.0.38 | 1年前 | | --- | --- | | 本次更新: | | | - 解决了一些已知问题。 | | | 最近更新: | 更多 | | 8.0.37 | 2年前 | | 本次更新: | | | - 解决了一些已知问题。 | | | 最近更新: | 更多 | | 8.0.36 | 2 年前 | | 本次更新: | | | - 解决了一些已知问题。 | | | 最近更新: | 更多 | | 8.0.34 | 2年前 | | 本次更新: | | | - 解决了一些已知问题。 | | | 最近更新: | 重容 | 近日,在社交平台上关于微信更新中"新增朋友圈来访功能、新增 ...
ZHIHU(ZH) - 2025 Q1 - Earnings Call Transcript
2025-05-27 13:02
Zhihu (ZH) Q1 2025 Earnings Call May 27, 2025 08:00 AM ET Company Participants Yolanda Liu - Director - IRWang Han - Chief Financial OfficerYuan Zhou - Founder, Chairman & CEOLincoln Kong - Executive DirectorThomas Chong - Managing DirectorVicky Wei - Vice President - Citi Internet Research team Conference Call Participants Xueqing Zhang - Media Analyst Operator Ladies and gentlemen, thank you for standing by, and welcome to the Johal Inc. First Quarter twenty twenty five Financial Results Conference Call. ...
XIAOMI(01810) - 2025 Q1 - Earnings Call Transcript
2025-05-27 12:32
Financial Data and Key Metrics Changes - In Q1 2025, Xiaomi achieved total revenue of RMB111.3 billion, up 47.4% year on year, marking a record high [11][22] - Adjusted net profit exceeded RMB10 billion for the first time, reaching RMB10.7 billion, up 64.5% year on year [12][32] - Gross margin reached 22.8%, up 0.5 percentage points year on year, also a historical high [22] Business Line Data and Key Metrics Changes - Smartphone revenue was RMB50.6 billion, accounting for 45.5% of total revenue, up 8.9% year on year [23] - IoT revenue reached RMB32.3 billion, up 59% year on year, marking a record high [15][26] - Internet service revenue was RMB9.1 billion, up 12.8% year on year, with gross margin improving to 76.9% [27][32] Market Data and Key Metrics Changes - Xiaomi returned to number one in smartphone shipments in Mainland China with a market share of 18.8%, up 4.7 percentage points year on year [12][25] - Global smartphone shipments reached 41.8 million units, with a growth rate of 40% year on year, significantly outperforming the broader market [13][24] - In the high-end smartphone segment, Xiaomi's market share increased from 21% to 25% year on year [13][77] Company Strategy and Development Direction - Xiaomi aims to invest RMB30 billion in R&D in 2025, with a total investment exceeding RMB102 billion from 2021 to 2025 [5][6] - The company is focusing on becoming a global leader in hardcore technology, particularly in AI and chip development [6][10] - Xiaomi plans to enhance its premiumization strategy across various product lines, including smartphones and home appliances [66][72] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining growth despite increased competition in the IoT sector, emphasizing the importance of product strength and user experience [39][40] - The company acknowledged challenges in the EV market but remains optimistic about its product capabilities and market position [92][93] - Management highlighted the importance of adapting strategies to different regional markets, particularly in India and Africa [99][100] Other Important Information - Xiaomi's R&D team reached a historical record of 21,731 employees, with R&D expenses in Q1 2025 amounting to RMB6.7 billion, up 30% year on year [30][31] - The company has been recognized for its efforts in ESG, completing 95.94% of its electronic waste recovery target [33][34] Q&A Session All Questions and Answers Question: What strategies will Xiaomi implement to face increased competition in the IoT sector? - Management noted that Xiaomi is still in a high growth stage and has not felt significant competitive pressure, emphasizing the importance of production capacity [38][39] Question: How will Xiaomi ensure the success of its EV business amidst potential price competition? - Management expressed confidence in the Su-seven model's strong performance and stated that production capacity is currently inadequate, alleviating concerns about price reductions [44][92] Question: Can you elaborate on the efficiency and profitability enhancements from the smart appliance and EV factories? - Management explained that the smart manufacturing platform will enhance supply chain efficiency across different product categories [48][49] Question: How will the introduction of the X Ring chip impact pricing and gross margin in the smartphone business? - Management indicated that the focus is currently on flagship chips, and while the self-developed chip usage rate won't significantly impact gross margin yet, they are optimistic about future growth [81][96] Question: What is the outlook for Xiaomi's smartphone market share in overseas markets, particularly in India and Africa? - Management acknowledged a decline in India due to unresolved issues but sees significant growth potential in Africa, focusing on mid to high-end products [98][99]
国内大厂AI人才迁徙图谱:半年19位AI大牛变动
3 6 Ke· 2025-05-27 10:58
智东西5月27日报道,从去年12月至今年5月,国内大厂已经有19位知名AI人才变动,其中有14位出走、5位新入职,涉及字节跳动、阿里巴巴、蚂蚁集 团、百度、快手、京东、小米7家企业。 百度、字节跳动、阿里巴巴是AI人才变动较为频繁的企业。字节跳动出走3位、新入职2位,阿里巴巴出走2位、新入职2位,百度出走3位。 值得注意的是,从百度、小米出走的AI人才任职时间均已超过10年,阿里巴巴出走的为通义实验室2位核心人物,字节跳动出走高管也均为火山引擎、剪 映、TikTok业务的核心人物。新入职的AI人才中有全球顶尖AI大牛、知名投资人等。 此外,大厂出走的高管已公开最新动向的新方向可以分为三类:AI相关领域创业、加入明星AI创企、加入其余大厂负责AI业务。 2024年12月-2025年5月,国内大厂AI人才出走的共14位: | 居 | 姓名 | 原公司 | 职位 | 倍駅 | 出走动向 | 离职被曝时间 | | --- | --- | --- | --- | --- | --- | --- | | 를 | | | | 时长 | | | | 1 | 张道然 | 字节跳动 | 剪映产品负责人 | 7年 | | 2024 ...
中央网信办出手,整治“开盒”!
券商中国· 2025-05-27 04:29
近日,中央网信办专门印发通知,从阻断"开盒"信息传播、完善预警机制、加大惩治力度、优化保护措 施、加强宣传引导等多个维度明确工作要求,督促各地网信部门、各网站平台进一步强化"开盒"问题整治 工作。同时,召开专题部署会议,要求微博、腾讯、抖音、快手、百度、小红书、知乎、哔哩哔哩、豆瓣 等多家重点网站平台,对照通知抓好各项任务落实,切实履行主体责任,以"零容忍"态度坚决打击"开 盒"乱象。 中央网信办有关负责同志表示,"开盒"问题直接关系人民群众切身利益,近段时间以来,网信部门结合职 责,深入开展整治工作,全面清理各类涉"开盒"违法违规信息,从严处置传播相关内容的账号和群组,依 法按程序处罚3家大型网站平台,组织重点网站平台定期发布治理公告,公布典型案例,并向公安机关通 报违法犯罪线索。 中央网信办有关负责同志强调,利用"开盒"等方式非法获取并公开他人个人信息,涉嫌违法犯罪,性质极 为恶劣。下一步,中央网信办将继续坚持高强度打击和高力度保护并重,着力做好"开盒"问题整治工作。 一是全力阻断传播渠道。督促网站平台深入清理各类违法发布个人信息,诱导网民跟进泄露隐私,借机进 行攻击谩骂、嘲讽贬低的内容,清理教授、买卖或 ...
腾讯在AI上做对了什么?有哪些困境?
Hu Xiu· 2025-05-27 00:38
Group 1 - Tencent's stock performance has been flat since the release of its Q1 report, with a slight increase but no new highs, and the future stock price increase depends on the tangible revenue contribution from AI [1][2] - The management emphasized AI's enhancement of advertising business in the Q1 report but did not quantify specific revenue or disclose any AI-related operational data [1] - Tencent's AI strategy is seen as a turning point with the integration of Deepseek, which is viewed positively [3] Group 2 - According to Similarweb data, as of April 2025, Tencent's AI application "Yuanbao" had a monthly active user count of 28.52 million, ranking it below competitors like Grok and Meta [30][31] - Yuanbao's monthly active user growth rate was 58.0%, significantly higher than competitors, benefiting from its integration with WeChat [13][15] - Tencent's AI applications are positioned in the domestic first tier, competing closely with Alibaba and ByteDance, with each company having its strengths [22][28] Group 3 - Tencent's AI applications include Yuanbao for C-end users and AI search integrated into WeChat, which serves as an entry point for AI traffic [23][28] - The monthly average usage frequency of Tencent Docs is 12.6 times, leading among AI applications, while Yuanbao's usage frequency is lower [24] - Tencent's AI strategy heavily relies on Deepseek, which poses a significant challenge for the company [32][34] Group 4 - Tencent's gaming model, which is a visual model aimed at generating game assets, is seen as a potential standout in the B-end market [33] - The company lacks an operating system and hardware, which limits its competitive edge in the AI space compared to global players like Microsoft and Google [34][35] - The dominance of smartphone manufacturers in AI applications poses another challenge for Tencent, as they are unlikely to relinquish control over AI capabilities [35]