以下文章来源于财联社AI daily ，作者卞纯 黄仁勋透露，为了避免噩梦成真，他至今仍保持着每周七天连轴转的工作节奏，醒着的每一刻都在为公司操劳，凌晨4点就开始查看邮 件。"每一天，没有一天例外，就连感恩节、圣诞节也不休息。"他表示。 黄仁勋回忆起20世纪90年代中期英伟达险些倒闭的经历 。 当时，该公司正为日本知名电子游戏公司世嘉的下一代游戏机开发芯片，却发现自家 初代图形技术存在缺陷。 彼时公司资金即将耗尽，黄仁勋飞往日本，向世嘉CEO坦诚产品无法达标，并建议对方取消交易。但他同时坦言，英伟达急需这笔合作的最 后一笔500万美元付款，才能维持运营。最终，世嘉将这笔尾款转为投资，为这家岌岌可危的初创企业注入了续命的关键资金。 "磨难是（人生/创业）旅程中的必经之路。" 黄仁勋表示。 财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 作为全球市值最高公司的掌门人，英伟达CEO黄仁勋目前坐拥近1600亿美元的财富，在全球富豪榜上排名第八。尽管已如此成功，但他却 从未能好好享受一个悠闲的长假，也从未有一日缺席公司的日常事务。 在最新一档播客节目中，黄仁勋坦言，恐惧 ...

转自：新华财经 12月5日，在人民银行上海总部、上海外汇局的指导下，农行上海市分行作为首批开展自由贸易账户功 能升级试点的金融机构，成功为临港新片区高端石油装备制造龙头企业中曼石油天然气公司、集成电路 行业头部芯片制造企业办理自由贸易账户功能升级业务，率先实现试点业务落地。 自《上海自由贸易试验区自由贸易账户功能升级实施办法（试行）》印发以来，农行上海市分行第一时 间响应政策部署，迅速组建专项服务团队，全力推进配套系统建设，以专业高效的服务为试点企业打造 高质量跨境金融服务方案。试点企业可以凭收付款指令直接开展跨境资金划转，除证券投资以外的资本 项目不受投注差外债、全口径跨境融资、境外放款等额度和审批限制。此举有效提升试点企业与境外资 金高效融通，提升企业开展跨境贸易投资的自由化便利化水平。 中曼石油作为上海市高新技术企业，凭借423项自主专利构建起上下游一体化业务体系，依托硬核科技 创新实力与市场竞争力，产品远销全球十余个国家。业务开放当天，中曼石油天然气公司完成首笔业务 办理，此举有效助力企业优化跨境资金配置，为推动我国高端工程技术服务和装备制造"走出去"、提升 全球产业链中的地位提供金融力量。 本次服务 ...

2025年11月，全球企业并购比较活跃，消费品、制药、涂料等领域都出现大型并购。金佰利将收购泰诺 母公司科赴，涂料巨头阿克苏诺贝尔与艾仕得宣布合并。同期，广告业有史以来规模最大的收购案终于 尘埃落定。中资方面，博裕资本收购了星巴克中国业务的控股权。 大型并购 金佰利将收购泰诺母公司科赴 金佰利(Kimberly-Clark)将收购科赴(Kenvue)，交易价值约487亿美元。此次收购将诞生一家大型日用健 康消费品公司。交易完成后，金佰利股东将持有合并后公司约54%的股份，科赴股东将持有约46%的股 份。金佰利旗下拥有好奇(Huggies)、舒洁(Kleenex)、可丽柔(Cottonelle)等品牌。科赴两年前才从强生公 司(J&J)分拆出来，拥有泰诺(Tylenol)、李施德林(Listerine)、邦迪(Band-Aid)等品牌。合并后的公司预计 在2025年实现约320亿美元的年度净营收。 雅培收购Exact Sciences 美国医疗健康集团雅培(Abbott Laboratories)押注于快速癌症检测以推动增长，达成一笔230亿美元的交 易收购Exact Sciences，这是其近十年来规模最大的 ...

Core Viewpoint - The company has achieved significant milestones in the shipment of high-pixel image sensors, with over 100 million units shipped in 2023, indicating market validation of its high-pixel single-chip integration technology and positive implications for future growth [1][3][4]. Product Development and Market Position - The company has received orders from a well-known international ODM for its 0.7-micron 50 million pixel image sensor, which has already seen partial shipments [2][3]. - The 0.7-micron 50 million pixel image sensor features enhancements in pixel performance, dynamic range, and power consumption, achieving 100% phase detection autofocus density, thus improving shooting accuracy and speed [2][3]. - The company plans to further iterate on high-pixel products and introduce sensors with over 100 million pixels to enhance its core competitiveness and market share [3][4][7]. Financial Performance and Market Share - In the first half of 2025, the revenue from products with 13 million pixels and above is expected to exceed 1 billion yuan, accounting for approximately 46% of the mobile CIS product business [4][7]. - The shipment volume of 32 million pixels and above products has surpassed 40 million units, indicating a growing revenue share from high-pixel products [4][7]. Strategic Direction - The company is focusing on expanding its product specifications in non-mobile CMOS image sensors and enhancing its production capacity through collaborations with domestic foundries [5]. - The company is actively developing automotive front-end chips and has initiated testing for its first 3.0μm 1.3 million pixel product, aimed at applications like 360° surround view and rearview systems [5]. - The company is also exploring emerging markets such as AI glasses, with a 5 million pixel CIS already in mass production for related projects [5]. Manufacturing and Technology Advancements - The company has established its own wafer fabrication plant to ensure efficient collaboration between process and design, which is crucial for rapid innovation and product iteration [8][9]. - The factory is currently operating at near full capacity, transitioning production from lower pixel products to higher pixel offerings, thereby increasing the unit value of its products [8]. - The company aims to strengthen its competitive barriers by customizing products to meet the unique demands of flagship smartphones, automotive, and PC markets [8]. Competitive Landscape - The company has developed an innovative technology path that differentiates it from competitors, leveraging its established brand client base to commercialize high-end CIS products effectively [9]. - The transition to a Fab-Lite model enhances the company's R&D efficiency and production capacity, ensuring the feasibility of promoting high-end products [9].

Group 1 - China's Aerospace Science and Technology Corporation has completed its first self-built commercial launch site in Jiuquan, marking a significant milestone in the country's commercial space endeavors [2] - Samsung Electronics has completed the development of its sixth-generation High Bandwidth Memory (HBM4) chips and is preparing for mass production, with samples sent to NVIDIA for quality testing [2] - The Zhuque-3 reusable rocket successfully launched but experienced an anomaly during the recovery phase, failing to achieve a soft landing; the team is conducting a thorough review to identify the cause and improve recovery strategies [2] Group 2 - The European Union is pushing for a "European manufacturing" requirement of 70% for key products, which could lead to an annual cost increase of over €10 billion for companies [2] - The Chengdu Woge project is set to enter the equipment debugging phase for the world's first 8.6-generation AMOLED glass processing line, expected to begin trial operations in January 2026, enhancing local supply chain efficiency [2]

公众号记得加星标⭐️，第一时间看推送不会错过。 英伟达首席执行官黄仁勋周三表示，如果美国公司放任华为等中国竞争对手抢占市场，中国很快将寻 求向全球出口其人工智能技术，其愿景包括打造人工智能版的"一带一路"基础设施倡议。 黄仁勋在华盛顿战略与国际研究中心举办的一次活动上表示，美国通过限制英伟达芯片对中国的出 口，"实际上已经放弃了第二大人工智能市场"，这将为华为等本土技术的发展成熟，并最终在全球范 围内与美国公司竞争留下空间。 黄说："你不可能取代中国市场。我们不应该把整个市场拱手让给他们……我们应该去争取它。" 黄警告说，如果将中国市场拱手让给国内企业，中国将有空间向其他国家出口先进技术。 黄仁勋表示："我们也应该承认，华为是世界上最强大的科技公司之一。我们与这家公司竞争。他们 实力雄厚，反应敏捷，行动速度惊人。" 黄先生表示，正如中国"一带一路"倡议帮助华为向各国出口5G技术一样，"现在又出现了人工智能领 域的'一带一路'。他们肯定会尽快推广中国技术，因为他们明白，越早进入市场，越早建立起相应的 生态系统，就越早成为该生态系统中不可或缺的一部分。" 据美国媒体报道，美国总统特朗普周三在白宫会见了黄，讨论出口 ...

Core Viewpoint - Marvell Technology announced the acquisition of semiconductor startup Celestial AI for $3.25 billion, expressing optimism for the next fiscal year's performance [1][10]. Financial Performance - Following the quarterly earnings report, Marvell's stock rose nearly 10% in pre-market trading [2][11]. - The company expects total revenue of approximately $10 billion for the next fiscal year, with a 25% growth in data center business revenue [2][11]. - Marvell's revenue for the third quarter reached $2.07 billion, a year-over-year increase of 36.8%, aligning with analyst expectations [8][17]. Acquisition Details - The acquisition will provide Marvell with photonics technology, which uses light instead of electrical signals to connect AI chips and storage chips [3][12]. - The deal includes $1 billion in cash and 27.2 million shares of Marvell common stock, valued at $2.25 billion [4][13]. - Celestial AI is expected to contribute significant revenue starting in the second half of fiscal year 2028, with projected annualized revenue of $500 million in Q4 2028 and $1 billion in Q4 2029 [4][13]. Market Position and Strategy - Marvell is positioned to become a leader in the photonics field, with large cloud companies expected to deploy photonics technology for large-scale applications by 2027 or 2028 [4][13]. - The company is collaborating with Amazon and Microsoft to develop proprietary AI chips [3][12]. Related Agreements - Marvell issued a stock warrant to Amazon, allowing the company to purchase up to $90 million worth of Marvell stock based on its procurement of photonic fabric products by the end of 2030 [6][15]. - The exercise price for the stock warrant is approximately $87 per share [7][16]. Future Outlook - The acquisition is expected to close in the first quarter of the 2026 calendar year [5][14].

Core Insights - Saxo Bank has released its 2026 "Outrageous Predictions" list, which includes scenarios such as breakthroughs in quantum computing, gold prices soaring to $10,000, and widespread failures of AI systems [1][3][4] Group 1: 2025 Predictions - Some 2025 predictions are already materializing, including the impact of Trump's tariff policies on the dollar, which has fallen 8% this year, marking its worst performance since 2017 [1][2] - Nvidia's market capitalization has increased by 34% to $4.37 trillion, approaching double that of Apple, which stands at $4.18 trillion [1][2] Group 2: Quantum Computing - Saxo Bank strategist Neil Wilson predicts that breakthroughs in quantum computing will occur faster than expected, leading to panic in financial markets [3] - This scenario could drive investors towards safe-haven assets like silver and gold, pushing gold prices to $10,000 [3] Group 3: AI Automation Crisis - Saxo Bank's investment strategy head Jacob Falkencrone forecasts that by 2026, AI systems will be widely used for optimization and automation, potentially leading to a comprehensive crisis due to various failures [4] - Specific risks include algorithm errors causing market crashes and AI-driven accounting violations, which could result in significant financial repercussions [4] Group 4: Other Outrageous Predictions - The 2026 predictions also include unconventional scenarios such as a wedding between Taylor Swift and Travis Kelce saving the global economy, and the widespread use of weight-loss drugs even for pets [5] - Other predictions involve SpaceX announcing an IPO and Fortune 500 companies appointing AI models as CEOs [5]

盘前市场动向 1. 12月2日(周二)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.10%，标普500指数期货涨0.24%，纳指期货涨 0.33%。 | 疆 伦敦布伦特原油 | 2026年2月 | 62.98 | 63.36 | 62.86 | -0.19 | -0.30% | | --- | --- | --- | --- | --- | --- | --- | | ■ WTI原油 | 2026年1月 | 59.21 | 59.67 | 59.09 | -0.11 | -0.19% | 市场消息 QT结束叠加美联储鸽派立场!"华尔街神算子"乐观展望：标普500年底前剑指7300点新高。有"华尔街神算子"之称的金融市场研 究机构Fundstrat联合创始人兼研究主管Tom Lee预计，12月美股将表现强劲，标普500指数到年底可能攀升至7300点高位，这意 味着较当前水平上涨10%。Tom Lee表示："标普500指数达到7000点仅需上涨2%。从当前点位来看，我认为该指数12月可能实 现5%、甚至10%的涨幅。"他指出，美联储结束量化紧缩(QT)将成为市场上涨的主要推动力。他将当前形势与2019年 ...

点 击 蓝 字 关 注 我 们 目 录 行业信息 政策信息 10、六部门: 推动农村消费品提质升级 支持企业深入农村开展名优产品巡展和新能源 汽车 1、联发科天玑座舱芯片 P1 Ultra 发布: 4nm 制程 2、京东集团南京研发中心开工建设 3、全球首发单芯片舱驾融合方案量产落地 4、宁德时代与宜宾市人民政府签署战略合作协议 5、小米发布跨域智能大模型 MiMo-Embodied 6、机构：第三季全球新能源车新车销售量达 539万辆,年增 31% 7、禾赛重磅发布自研 RISC-V 激光雷达主控芯片费米 C500 8、2025 广州车展 新能源车占比占比高达 57.9% 9、华为乾崑智驾公布 ADS Max 超阶版的亮点 10、LG 化学宣布开发出全固态电池商用化核心技术 11、国家信息中心经济师徐长明：自主品牌汽车五年后海外销售占比将达 30% 12、Stellantis、宁德时代西班牙合资工厂开工建设, 2030 年全面投产 13、新势力车企收缩商超店 转向 4S 店与加盟模式 14、国家发改委：截至今年 10 月底我国电动汽车充电基础设施(枪)总数达 1864.5 万个 15、重庆：要把"Al+智能 ...