智通财经5月14日电，百度据悉计划在欧洲推出无人驾驶计程车，正与瑞士POSTAUTO洽谈，将在欧洲 国家推出APOLLO GO自动驾驶服务。 ...

百度计划在土耳其推出其Robotaxi自动驾驶出租车服务"阿波罗Go"。（华尔街日报） ...

各位老铁早上好，我是帮主郑重。又到了咱们复盘隔夜美股的时间，昨晚的市场可谓是几家欢喜几家愁，科技股像打了鸡血，传统巨头却有点扎心，咱 们一个个唠。 暴风雨前的宁静，尤其是核心通胀还在2.8%呢，美联储估计得攥紧加息按钮再观察观察。说到美联储，巴克莱、高盛都调整了降息预期，现在普遍觉得 今年就一次降息，而且得到12月了，看来鲍威尔面对总统的施压，还是想等等看通胀的真实脸色。 对了，还有个大新闻得说说——中美达成临时降关税协议，美国把咱商品的税率从145%降到30%，咱们也把美国货的关税从125%降到10%。财政部说未 来几周还要接着谈，这对两边的进出口企业都是利好啊，起码短期贸易摩擦缓和了，市场情绪也跟着提振，国际油价直接涨了3%，黄金也冲破3270美 元，资金开始往风险资产里钻了。不过中概股这边有点惨，纳斯达克中国金龙指数微跌，小马智行、文远知行这些自动驾驶企业跌得挺狠，可能跟行业 监管预期变化有关，得再观察观察。 最后看看科技股七巨头的表现，英伟达领跑，特斯拉涨近5%，Meta、亚马逊都跟着涨，微软稍微拖了点后腿，但整体还是把纳指拽着涨了1.61%，妥妥 的科技股天下。欧股那边涨跌不一，德国股市倒是创了历史 ...

南方财经全媒体记者吴佳霖 广州报道 根据最新消息，截至目前，广东市场主体总量已突破1900万家，其中企业超835万家，两项指标均居全 国首位。 在存量竞争与增量开拓的双重挑战下，如何推动1900万市场主体从 "红海" 突围、向 "蓝海"进军？全球 产业链重构加速，要素成本优势边际递减，如何激发市场活力？ 5月12日，广东省新闻办召开新闻发布会，介绍《广东省进一步激发市场主体活力加快建设现代化产业 体系的若干措施》（下称《若干措施》）有关情况。 《若干措施》以12条具体政策给出答案——通过培育新质生产力、降低企业运营成本、加码外资支持政 策、覆盖全生命周期服务四大核心抓手，为市场主体注入确定性发展动能。 这场由广东省商务厅、省委金融办等六部门联合解读的政策发布会，释放出明确且积极的信号：在全球 经济波动加剧、市场不确定性持续攀升的关键节点，广东作为全国第一经济大省，正以加快建设现代化 产业体系为解题思路，以激发市场活力破题，积极推动"有效市场"建设，为发展注入确定性动能。 钱、地、人三要素定向倾斜 在支持企业降低运营成本方面，《若干措施》明确提出实施制造业和高新技术企业贷款贴息，对符合条 件的制造业和高新技术企 ...

Core Viewpoint - The article emphasizes that the autonomous driving market is on the verge of a significant breakthrough, with major companies like Tesla, Uber, and Waymo making substantial advancements in the commercialization of autonomous vehicles this year [3][4]. Group 1: Market Overview - The autonomous driving market is projected to grow from $1.7 trillion to $3.9 trillion over the next decade, with fully autonomous driving expected to increase from $60 billion in 2024 to $200 billion by 2033 [4]. - McKinsey predicts that autonomous driving could generate $400 billion in revenue by 2035 [4]. Group 2: Deployment Strategies - There are two primary strategies for deploying autonomous vehicles: gradual deployment (L2/L3 to L4) and direct deployment of fully autonomous systems (L4 Robotaxi) [5][13]. - Gradual deployment involves traditional automakers like Tesla and BMW, focusing on enhancing automation through user data and algorithm training [7][10]. - Direct deployment is led by tech companies like Waymo and Cruise, focusing on specific geofenced areas for autonomous operations [14][15]. Group 3: Key Players - Mobileye (MBLY) is highlighted as a core supplier for the second deployment strategy, providing essential components like chips and software for autonomous driving [21][24]. - MBLY holds a 50% market share in the Advanced Driver Assistance Systems (ADAS) market, with its EyeQ chip integrated into approximately one-third of new vehicles globally [26]. - Collaborations with major automakers like BMW and Volkswagen enhance MBLY's market presence and revenue potential [30][34]. Group 4: Uber and Lyft's Role - Uber is positioned as a leading player in the ride-hailing market, holding a 75% market share in the U.S., while Lyft holds 25% [48]. - Uber's profitability, with a net profit margin of 22.4%, contrasts with Lyft's lower profitability, indicating Uber's stronger market position [50][52]. - Collaborations with MBLY and other tech companies are crucial for both Uber and Lyft to integrate autonomous vehicles into their platforms [46][56]. Group 5: Pony.ai's Expansion - Pony.ai is identified as a Chinese autonomous driving software company, with significant growth potential in the robotaxi market, projected to expand from $54 million in 2023 to $12 billion by 2030 [58]. - The company has achieved all-weather Level 4 autonomous driving and is expanding its services in major Chinese cities [59][61]. - Partnerships with Uber and Toyota are expected to enhance Pony.ai's global reach and operational capabilities [63].

Core Viewpoint - The rapid development of artificial intelligence technology is creating extensive opportunities in the market, with a focus on analyzing AI concept stocks and market trends [1]. Group 1: AI Developments - Manus AI platform has opened registration for all users without an invitation, offering daily free tasks and a one-time bonus of 1000 points [3]. - Apple is preparing to launch AI-based tools to extend device battery life, expected with the iOS 19 upgrade in September [4]. - Google has launched the AI Futures Fund to invest in collaborations with startups [5]. - Perplexity, an AI search startup supported by NVIDIA, is negotiating a new funding round with a valuation of $14 billion, aiming for a $500 million funding size led by Accel [6][7]. Group 2: Stock Market Performance - The U.S. stock market experienced a significant surge, particularly among the "Magnificent 7" tech stocks, which collectively increased in market value by $837.5 billion, marking the largest collective gain since April 9 [7]. - Chip stocks also saw a rise, with AMD's stock increasing by approximately 5%, reflecting market confidence in its competitive position in the processor market [8]. - Daniel Ives from Wedbush Securities expressed optimism that the market and tech stocks could reach new highs by 2025, indicating a strong bullish sentiment [8]. Group 3: Autonomous Driving Developments - The NHTSA has raised questions regarding Tesla's Full Self-Driving (FSD) software amid ongoing investigations into its safety in low visibility conditions [10][11]. - Tesla's FSD software is under scrutiny for its performance in various environmental conditions, with the company having completed over 1,500 trips and 15,000 miles in testing [14]. - Tesla's upcoming robotaxi service will compete with Waymo and Zoox in the autonomous driving market [15]. Group 4: Smartphone Innovations - Samsung has launched the Galaxy S25 Edge, a new ultra-thin smartphone priced at $1,099, set to release on May 30, 2025 [16][17]. - Apple is reportedly preparing to launch the iPhone 17 Air, expected to be the thinnest and lightest iPhone yet, with a starting price potentially above $1,299 [18].

Core Viewpoint - The article highlights the emergence of a new generation of entrepreneurs from the Chaoshan region, characterized by high educational backgrounds and innovative technology ventures, contrasting with the traditional image of grassroots entrepreneurs from the area [7][12][20]. Group 1: New Generation of Entrepreneurs - Zhang Junbin, founder of Yunji Intelligent, recently secured $100 million in funding, led by Tencent and Beijing Robotics Industry Development Investment Fund [4]. - Lu Ce Wu and Wang Se Quan, founders of Qiong Che Intelligent, also from Chaoshan, have successfully raised several hundred million yuan, showcasing the rise of educated entrepreneurs from the region [4][9]. - Yang Zhilin, a 90s graduate from Tsinghua University, created the Kimi model, which gained significant attention in the venture capital circle [5][10]. Group 2: Educational Background and Achievements - Lu Ce Wu, born in 1982, has an impressive academic background, including degrees from multiple prestigious institutions and postdoctoral research at Stanford University [9]. - Yang Zhilin, who excelled in the Olympiad and graduated first in his class from Tsinghua, later pursued a PhD at Carnegie Mellon University, contributing to the development of the Kimi model [10]. - Zhang Junbin founded Yunji Intelligent while studying in Shenzhen, and his company has become a unicorn in the sweeping robot market [11]. Group 3: Changing Perceptions of Chaoshan Entrepreneurs - The article discusses the shift in perception of Chaoshan entrepreneurs from low-education grassroots figures to highly educated innovators in technology [16][20]. - The traditional view of Chaoshan people as primarily business-oriented with less emphasis on education is evolving, as more young entrepreneurs are emerging from prestigious educational backgrounds [15][17]. - The success stories of individuals like Huang Yuanhao, founder of Obsidian Light, and Qiu Chunxin, founder of Su Teng Ju Chuang, illustrate the new wave of educated entrepreneurs making significant impacts in their respective fields [21]. Group 4: Impact of Technology and Innovation - The rise of technology-driven businesses among the new generation of Chaoshan entrepreneurs reflects broader industrial changes in China, moving away from traditional grassroots entrepreneurship [19][20]. - The article emphasizes that the current era favors high-education founders who leverage technological advancements to create innovative solutions [20][23]. - The increasing popularity of Chaoshan as a tourist destination has also sparked interest among young entrepreneurs to return and invest in their hometowns [22].

Industry Information - During the "May Day" holiday, over 80 cities in China hosted nearly 100 auto shows, with smart and new energy vehicles becoming the main drivers of consumption, as sales of new energy vehicles exceeded 60% in many locations [9][10] - Continental Group and Horizon's joint venture, Zhijia Continental, launched the Astra and Luna driver assistance systems, securing multiple mass production orders from leading automakers [9][10] - NVIDIA is developing a new AI chip compliant with U.S. export regulations to maintain its market share in China, with samples expected for testing by June [11] - Uber partnered with Momenta to deploy autonomous taxis in Europe by early 2026 [11] - The U.S. imposed a 25% tariff on key automotive parts, which Japan strongly opposes [12] - Waymo announced its autonomous taxi fleet has surpassed 1,500 vehicles, with plans to produce 2,000 more in Arizona [12][13] - Pony.ai and Uber will integrate their Robotaxi services on the Uber platform in the Middle East, expanding to 15 cities internationally [13][14] - The European Parliament approved relaxed carbon emission rules for automakers, allowing more time for compliance [14] - CATL launched a 9MWh super-capacity energy storage system, TENER Stack, which improves energy density and reduces construction costs [19][20] - The automotive import and export total for March increased by 32.1% month-on-month, with exports growing by 38.9% [19] Policy Information - Jiangsu Province announced a new pricing structure for industrial electricity to promote renewable energy consumption and reduce costs for businesses [3][32] - Guangdong's Nanao County issued interim measures for managing new energy vehicle charging and swapping infrastructure [4][33] - Beijing set standards for electric vehicle battery swapping times, with passenger vehicles limited to 4 minutes and commercial vehicles to 5 minutes [34] - Sichuan Province will implement regulations for the recycling and utilization of used power batteries starting June 1 [36] - The Ministry of Industry and Information Technology is proposing new safety standards for electric vehicle door handles [40] Company Information - Avita's global R&D center has been inaugurated, facilitating collaboration with Huawei on new product development [43] - Xiaomi has renamed its "smart driving" features to "assisted driving" in response to national standards [45] - NIO delivered its 700,000th vehicle at its Wuhan research facility [6]

真金白银降低企业运营成本 广东是全国经济第一大省，截至目前拥有市场主体超过1900万家，其中企业超过835万家，均居全国首 位。《若干措施》支持市场主体高质量发展对于稳就业、稳企业、稳市场、稳预期具有重大意义。 为进一步支持市场主体创新发展，日前，广东出台了《广东省进一步激发市场主体活力加快建设现代化 产业体系的若干措施》（以下简称《若干措施》），围绕激发市场主体活力，推出了一揽子增量政策。 《若干措施》具体包括12条措施，涵盖突出培育发展前沿赛道产业、降低制造业和高新技术企业融资成 本、建强产业基金体系、大力开发应用场景、提升总部支持能级、支持外资研发中心落户、落实用地保 障、强化环保要素保障、大力招引创新创业人才、加强企业服务、保护企业和企业家合法权益、加大投 资促进激励等方面。发布会上，有关部门负责人对《若干措施》进行了解读，并介绍相关情况。 《若干措施》突出培育发展新质生产力，明确提出聚焦集成电路、人工智能、机器人、自动驾驶、低空 经济、生物医药、量子科技、商业航天、新型储能、新能源汽车、数字经济、现代化海洋牧场等重点领 域，编制产业链招商图谱，建立头部企业和领军人才数据库，实施有针对性的招商引资政策 ...

科技板块成为市场领涨主力。亚马逊股价飙升8.07%，Meta涨幅达7.92%，苹果与特斯拉均录得超6%的 涨幅。芯片巨头英伟达上涨5.44%，市值重新站上3万亿美元关口。费城半导体指数单日暴涨7.04%，30 只成分股全线上扬。 中国概念股表现尤为亮眼。纳斯达克中国金龙指数大幅收涨5.4%，创4月4日以来新高。自动驾驶企业 文远知行暴涨27%，小马智行上涨近12%。电商板块集体走强，京东、拼多多涨幅均超6%，阿里巴巴上 涨5.4%。新能源汽车板块同步上扬，小鹏汽车、理想汽车涨幅分别达8%和6%。 受中美经贸会谈取得实质性进展影响，5月12日美股三大指数全线暴涨。道琼斯工业指数单日上涨 1160.72点，涨幅达2.81%，创3月27日以来新高。纳斯达克综合指数表现更为强劲，单日涨幅4.35%，标 普500指数同步上涨3.26%，两大指数均创3月3日以来收盘新高。 欧洲市场跟随美股上涨。法国CAC40指数涨幅1.37%，德国DAX指数与英国富时100指数分别上涨0.29% 和0.59%。亚太市场提前反应利好，5月12日主要股指均实现上涨。 本文源自：金融界 作者：观察君 外汇市场呈现明显波动。离岸人民币兑美元汇率 ...