最近有同学问，字节跳动的校招陆续开放了，包括筋斗云计划、Top Seed计划等。有啥区别，申请难度怎 么样？这里和大家介绍下。 筋斗云人才计划 面向 2022年9月至2026年8月毕业的博士生 （全职岗位），以及 2025年9月及以后毕业的在校博士生 （实习 岗位）。 放宽了往届博士的招聘限制，允许2022年毕业的博士生投递。涵盖 8大领域 ，包括大模型应用、搜索/推荐/ 广告、计算机体系结构、AI Safety、硬件、AI Coding、视频架构、AIGC等多个课题。兼顾学术研究和产业 落地，支持论文发表。 Top Seed计划 主要针对 2026届应届博士生 ，同时开放研究型实习生招聘。主要聚焦大模型核心技术，如大语言模型 （LLM）、多模态生成与理解、机器学习算法、语音等。这个项目的目标是培养更多顶尖人才，待遇和算 力支持都非常高。 下面是一些岗位介绍： 更多内容欢迎加入我们的求职星球了解，一个转为自动驾驶、机器人和大模型求职打造的社区。 AutoRobo知识星球 具身智能相关： 这是一个给自动驾驶、具身智能、机器人方向同学求职交流的地方，目前近1000名成员了，成员范围包含 已经工作的社招同学，如智元 ...

Core Viewpoint - The market is at a critical point to test the validity of "bull market thinking" as it approaches the third quarter, with expectations for increased capital inflow and sector performance [1][11][13]. Group 1: Sector Performance - In Q2, the sectors with the highest increase in active equity fund allocations, excluding stock price factors, were communication, military industry, and non-bank financials, while the sectors with the most significant reductions were food and beverage, automotive, and electrical equipment [2][4]. - The AI computing power chain (including optical modules and PCBs) has once again become a consensus direction for institutional accumulation, marking the sixth time the TMT sector has been the top area for public fund accumulation in a single quarter since the AI wave began in 2023 [1][11]. - The non-bank sector (insurance and brokerage) also ranked among the top three for public fund accumulation in Q2, reflecting expectations for increased market participation despite no significant improvement in the economic fundamentals [1][13]. Group 2: Fund Allocation Insights - The report indicates a significant increase in the allocation to Hong Kong stocks, reaching a record high of 19.7%, with a focus on innovative drugs and a reduction in automotive sector investments [16]. - The technology chain primarily focused on increasing positions in computing power, particularly in sectors with high confidence in immediate fundamentals, such as optical modules and PCBs [17]. - The report highlights a shift in institutional preferences towards "new consumption" core stocks, indicating a change in aesthetic appreciation between new and old consumption sectors [17]. Group 3: Historical Context and Trends - Since Q4 2021, sectors with the highest single-quarter increases in holdings often see their stock price performance rank in the middle to lower tier in the following quarter, suggesting a potential overextension of market expectations [5][9]. - The report suggests that if the relevant sectors can continue to perform well in Q3 and Q4, it would indicate that the current "bull market thinking" is gradually solidifying [11][13].

Core Insights - Nio is projected to sell 450,000 units in 2023, more than double its sales from the previous year, indicating significant growth potential [1][15] - The company faces intense competition in the electric vehicle market in China and geopolitical challenges that could impact its operations and profitability [2][6][9] Sales Performance - Nio achieved record deliveries of 221,970 vehicles last year, a 39% increase year-over-year, and reported 72,056 units sold in Q2, a 26% increase from the same period last year [3][15] - Despite the growth, the first quarter revenue fell short of estimates due to lower selling prices and increased promotions [8] Unique Business Model - Nio's battery-as-a-service offering allows for quick battery swaps, addressing charging time concerns for EV drivers, and provides a steady stream of recurring income [4][5] - Analysts believe this segment could break even by 2026, enhancing the company's long-term profitability outlook [5] Financial Challenges - Nio has consistently reported losses, with a net loss of approximately $3 billion last year and an increase to about $930 million in Q1 of this year, a 30% rise year-over-year [11][10] - The company is implementing cost-cutting measures and restructuring to improve efficiency and profitability, with vehicle margins increasing to 10.2% from 9.2% year-over-year [13][14] Market Outlook - Goldman Sachs upgraded Nio to a neutral rating, anticipating a 4%-10% improvement in profit levels over the next three years, with CEO William Bin Li optimistic about achieving profitability by Q4 2025 [14] - The stock is currently trading at a 0.95 price-to-sales ratio, which may attract investors willing to overlook current challenges [16]

这两天，有关 " 0公里二手车 " 的消息有点多啊。 车企、二手车商等多方都卷进了这场风波，还屡屡登上社交媒体平台热搜。 其实之前我们也聊过相关的事儿，今天就续上回➡️汽车行业水太深，魏建军炮轰"零公里二手车" 还有呢，也可能是经销商为了冲业绩，厂家给 4S 店定的销售目标常常高得离谱，完不成的话返点拿不上，于是经销商们想办法，提前把车 上了牌充数，至于车最后到谁的手里，就以后再说。 而且近两年新能源补贴、以旧换新补贴、出口退税等等，有政策就有套利空间。 先简单提下 " 0 公里二手车 " ，可以理解成那种已经完成了一次过户，但里程数不足 50 公里、价格比 4S 店新车便宜一大截的 " 完美捡漏车 " 。 有数据称，2024 年，全国二手车市场里，刚上牌不到 3 个月、里程不足 50 公里的 " 准新车 "，占比高达 12.7% ；其中新能源车 占了 60% 以上。 这些 " 0 公里二手车 " 的主要来源呢，要么是出口钻空子，先国内上牌当 " 新车 " ，转头当 " 二手车 " 出口，绕开监管和高额关税来套利。 要么就是车企为了冲销量，自己注册新车当二手车卖，可以把数据刷得很好看，也好给资本市场 " 画大 ...

在网友关注的"小米YU7有这么多空调模式，该怎么用？"这一问题上，雷军进行了全面阐释。小米YU7空调具备吹风模式设置、吹风风向设置、PM2.5监测 及空气净化功能，还有解锁通风和车内高温保护等功能。其中，吹风模式设置可在空调主页面开启，自然风模式能让车辆前后排空调出风口自动调节风速， 相比普通模式的恒定风速，该模式模拟大自然吹风感觉，有效避免持续大风量直吹带来的不适感；吹风风向设置支持上下左右自由拖拽调节，满足用户个性 化风向需求。 在空气净化方面，小米YU7的PM2.5监测及空气净化功能各有侧重。PM2.5模式风量适中、空调噪声更小，适合日常用车的普通净化需求；空气净化功能则 净化速度快，虽然空调噪音稍大，但适用于车内或车外空气严重污染，需快速净化或有效防护的场景。此外，解锁通风功能可在解锁车辆时自动开启外循环 通风换气，提升车内空气质量；车内高温保护功能在离车12小时内，当车内温度高于设定的激活温度时，空调会自动开启降温，避免车辆暴晒导致车内温度 过高。 除空调问题外，针对网友关心的小米汽车车顶滑轨最大承重问题，资料显示位于小米YU7后排顶棚的车顶滑轨，在驻车时最大承重为20kg，行车时最大承重 为1.5 ...

Core Viewpoint - The California Department of Motor Vehicles (DMV) has filed a lawsuit against Tesla, alleging false advertising regarding its "Autopilot" and "Full Self-Driving" features, seeking a 30-day suspension of Tesla's license to sell electric vehicles (EVs) in California while the case is adjudicated [1][5]. Group 1: Legal Proceedings and Implications - The DMV's request for a suspension could significantly disrupt Tesla's operations, especially following a notable decline in sales during the first half of 2025 due to various external factors [2]. - A suspension would hinder Tesla's recovery from recent sales dips, particularly in California, which accounts for over a third of EV sales in the U.S., potentially impacting sales momentum until the expiration of the Federal EV tax incentive in September [2][3]. - The DMV's allegations stem from claims that Tesla misrepresents the capabilities of its advanced driver assistance systems (ADAS), with the DMV seeking restitution from Tesla [5][6]. Group 2: Tesla's Defense and Market Position - Tesla argues that the DMV has been aware of its branding for "Autopilot" and "Full Self-Driving" since their introduction in 2014 and 2016, suggesting that this constitutes implicit approval [7]. - The company has made adjustments to its product descriptions, now labeling its highest-tier ADAS feature as "Full Self-Driving (Supervised)," indicating that active driver supervision is required [7]. - If the suspension is enacted, Tesla may face increased inventory levels at dealerships as it attempts to shift stock to markets not affected by the suspension [3].

Shares of Archer Aviation (ACHR -10.91%) fell on Monday, finishing the day down 10.9%. The drop came as the S&P 500 (^GSPC 0.14%) and Nasdaq Composite (^IXIC 0.38%) both gained modestly.A judge ruled that a lawsuit against the company, which develops electric vertical takeoff and landing (eVTOL) aircraft, can move forward. At the same time, Stellantis, a major backer of Archer, reported poor preliminary numbers for its upcoming quarter.Archer must face a shareholder suitWhen Archer went public, it did so us ...

Put simply, the geopolitical discount on Chinese equities right now is significantly overblown. Even though some discount is definitely warranted due to long-term growth risks related to macro-geopolitical containment, and the potential for a weaker domestic Chinese economy as a result, the likelihood ofOliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment company launched in May 2025 that is on trajectory to deliver among the highest annual retur ...

Discover how Nio and Rivian are reshaping the EV industry, and which stock might deserve a place in your portfolio next.Two of the biggest names in the electric vehicle (EV) world are quietly taking opposite routes to electric domination. In this deep dive, I explore how Nio (NIO 2.62%) and Rivian (RIVN -0.04%) are redefining what EV success could look like. If you're an investor eyeing the future, you won't want to miss this.Stock prices used were the market prices of July 11, 2025. The video was published ...

Tesla CEO Elon Musk will look to get investors plugged back in to the bull thesis on a stock that has tanked 19% year to date. The EV maker will report earnings on Wednesday with the street focused on how Musk's volatile political positions and weak EV demand aims to shape the business into 2026. Of course, when it comes to big tech, this is going to be a huge week with Tesla.And when it comes to sales, the US, we're slipping. We're slipping abroad. There's a lot of competition on that front and cheaper EV ...