新智元报道 编辑：艾伦 桃子 【新智元导读】马斯克宣布了一个疯狂的计划，将在5年内实现5000万张H100的算力，这是什么概念？这将为人类带来怎样的影响？ASI能否在勇敢者的 孤注一掷下现身？ 世界首富马斯克，这次宣布决定All in AI了。 5年内实现5000万张H100的算力。 要知道，他已经有了全世界最强的Colossus超算集群，AI算力等价于约20万张H100。 他究竟想用这么多GPU做些什么呢？ 十万亿元能创造出怎样的奇迹 目前，每张H100的批发价高达2万美元。 5000万张H100，光是GPU，成本就将高达1万亿美元。 要搭建目前的最先进的超算集群，目前GPU成本只占约50%。 也就是说，最终的成本将超过2万亿美元（逾14万亿元人民币）。 2万亿美元是什么概念？ 美国去年的军费总支出约9970亿美元，而这已经占到了全球军费支出的37%。 这意味着，AI已经成为与传统的军备竞赛分庭抗礼的全新关键领域。 马斯克的身价约4000亿美元。 特斯拉的市值约1.1万亿美元。 加上SpaceX、X和xAI，马斯克旗下的公司市值约1.6万亿美元。 一旦摩尔定律在未来5年不能在GPU上有效，成本将无法产生指数 ...

Group 1 - Jiangsu Province's foreign trade and foreign investment have shown significant growth, with a historical high in import and export scale from January to July, contributing over 18% to the national foreign trade increase [2] - The actual foreign investment reached 12.41 billion USD, ranking first in the country and accounting for 19% of the national total [2] - Suzhou's GDP reached 1.3 trillion CNY with a growth rate of 5.7%, positioning it among the top ten cities in national GDP growth [3] Group 2 - Suzhou's import and export volume was 1.2959 trillion CNY, growing by 5.7%, which is 2.8 percentage points higher than the national and provincial averages [3] - The city has seen a significant increase in cross-border e-commerce, with a 185.3% growth in cross-border e-commerce imports and exports, totaling 23.38 billion CNY [3] - The number of newly listed companies in Suzhou reached 11, with 6 being domestic listings, leading the nation [3] Group 3 - The city of Suqian has implemented three major actions to promote traditional industries, emerging industries, and future industries, resulting in significant growth in industrial output [4] - Suqian has added 28 national specialized "little giant" enterprises since 2019, ranking 61st in China's urban technological innovation competitiveness [4] - The city is actively developing its transportation infrastructure to enhance connectivity, addressing previous issues of location disadvantage and traffic congestion [4]

Core Insights - The episode of "The Crossroads of Luo Yonghao" features He Xiaopeng, CEO of Xiaopeng Motors, discussing his entrepreneurial journey from financial freedom to the challenges faced in the automotive industry [1][2]. Company Background - Xiaopeng Motors originated from Guangzhou Chengxing Intelligent Automotive Technology Co., founded in 2014 by He Xiaopeng and several other tech entrepreneurs, initially as an investment venture [2]. - The company was originally intended to be named "Chengzi Motors," but due to trademark issues, it was renamed "Xiaopeng Motors," leveraging He Xiaopeng's reputation in the internet sector [4]. Challenges and Adjustments - He Xiaopeng faced significant pressure to rename Xiaopeng Motors during periods of low sales, with suggestions that a name change could boost sales [4]. - Following the unsuccessful launch of the Xiaopeng G9, the company underwent extensive organizational restructuring, replacing several executives to address operational challenges [5]. Financial Performance - Xiaopeng Motors reported a total revenue of RMB 182.7 billion for Q2 2025, marking a 125.3% increase year-over-year and a 15.6% increase from Q1 2025, achieving a record high for a single quarter [6][7]. - The automotive sales revenue reached RMB 16.88 billion, reflecting a 147.6% year-over-year increase [7]. Market Outlook - He Xiaopeng believes that the automotive industry in China is still in a phase of elimination, predicting that only about five companies will remain after a five-year period of competition [8]. - He emphasizes the need for continuous improvement and learning from competitors, indicating that confidence among car manufacturers may be misplaced [9].

每经记者｜郑雨航 每经编辑｜何小桃 兰素英 ① 【三大期指齐跌】道指期货跌0.14%、标普500指数期货跌0.10%、纳指期货跌0.11%。 ⑥ 【马斯克起诉苹果与OpenAI】当地时间8月25日，埃隆·马斯克旗下两家公司对苹果和OpenAI提起诉讼，指控二者实施了"反竞争行为"，旨在打压人工 智能（AI）领域的竞争对手。这起诉讼由马斯克旗下的AI初创公司xAI和社交媒体平台X提起，已在美国得克萨斯州北区联邦地区法院立案。 ⑦ 【币圈知名基金Pantera正筹备收购一家美股上市公司】据外媒，知名加密基金Pantera Capital正在筹备一项雄心勃勃的计划：募资最多12.5亿美元，收 购一家纳斯达克上市公司并将其转型为专门投资Solana的财库公司。 ⑧ 【特朗普称美政府收英特尔股份不丢人】据CCTV国际时讯，当地时间8月25日，特朗普在白宫回答记者提问时称，英特尔公司将大约10%的股份给美 国政府"对公司来说是好事"，而自己"一下子就为美国赚了上百亿美元"，如果以后再有这样的机会，他"还会这么做"。特朗普称，虽然有些人说"这么做 可耻"，"但这不丢人，这叫生意"。截至发稿，英特尔股价跌0.49%。 ⑨ 【 ...

"'十四五'以来，面对复杂变化的国际国内能源形势，我们端牢能源饭碗，走出了能源高质量发展的中国之路，为世界能源转型提供了中国方案。" 8月26日，国务院新闻办举行"高质量完成'十四五'规划"系列主题新闻发布会。国家发展改革委党组成员、国家能源局局长王宏志就"十四五"时期能源高质 量发展成就进行介绍。 能源供应更足、韧性更强 "十四五"期间，全国统一电力市场体系加快构建，从时间、空间、交易品种三个维度上均实现了有效配置。 "我们像搭积木一样，逐步有序建立起一个品类多元、功能完善的电力市场。特别是今年实现的跨电网经营区的常态化交易。"李创军表示，这真正让"塞 北的风点亮湾区的灯"。 "十四五"期间，我国能源供应更足、韧性更强。数据显示，"十四五"前四年，我国能源消费增量已达到"十三五"五年增量的1.5倍，预计五年新增用电量将 超过欧盟的年度用电量。 其中，2024年全国发电量超10万亿千瓦时，占全球1/3；能源生产总量折合约50亿吨标准煤，占比超全球1/5，保障了能源供应"量足价稳"。 王宏志介绍称，"十四五"期间，我国能源资源配置更加优化，东部地区用能中，有40%来自"西电东送""西气东输""北煤南运"等"能源 ...

Group 1 - The average price of battery electric vehicles (BEVs) in China is projected to be $25,465 by Q1 2025, which is approximately 3% lower than the average price of gasoline vehicles at $26,163 [1] - This price advantage in China is attributed to years of industry policy support, scaled production, and intense competition [1] Group 2 - In contrast, the average price of electric vehicles in Germany is significantly higher at $63,837, compared to gasoline vehicles at $47,558, resulting in a price difference of 34% [2] - Similarly, in the United States, the average prices for electric vehicles and gasoline vehicles are $60,465 and $46,395 respectively, with a price gap of 31% [2]

近日，有网友在线下捕捉到了小米SU7 L的伪装路测图，这一发现迅速在网络上引发热议。作为小米首款电动轿车SU7的加长版本，SU7 L虽然被黑白迷 彩贴纸严密包裹，但从实拍图片中清晰可见，新车的轴距有了显著拉长。这不仅仅是外观上的微调，而是小米针对用户痛点的重大改进——后排空间不足 的问题终于被解决，雷军用实际行动证明了"用户至上"的品牌承诺。在电动车市场竞争白热化的今天，小米的这一举措可能改写其市场定位，吸引更多家 庭和高个子用户。 - 1 IDD n UI u l . ... 1 y child and ( V 从路测图片可以看出，新款小米SU7 L的整车轮廓更加修长，轴距的延伸直接体现在后门长度的增加上。相比于现款SU7，后门的显著延长让C柱和后窗 的衔接角度变得更加平缓，这不仅提升了视觉流畅度，更暗示了内部空间的优化。这种设计转变并非偶然——它源于小米高层对用户反馈的重视。毕竟， 现款SU7的溜背式造型虽然时尚，却牺牲了实用性，尤其对身高超过1.8米的用户来说，后排"顶头"问题频遭吐槽。如今，SU7 L的调整标志着小米从"追求 颜值"向"兼顾舒适"的战略转型，这或将成为其对抗特斯拉Model 3等竞品的 ...

美国电动汽车税收抵免即将在9月30日到期，这也促使美国消费者赶在补贴结束前抓紧时间订购电动汽 车，特斯拉需求因此而猛增。 目前，特斯拉的Model Y车型在美国多个地区的库存都报告迅速减少。分析师预计就交付量而言，第三 季度可能成为特斯拉近年来最好的一个季度。 而由于Model Y的需求越来越大，特斯拉正在考虑提高这款电动汽车的价格，并进一步提高产量。 特斯拉副总裁兼北美销售主管Raj Jegannathan表示，特斯拉正在努力加大产出，但未来几天仍可能对定 价作出调整，公司并不希望上调价格，但具体决定仍需视后续发展而定。 此次提价可能有助于特斯拉的利润率，但该公司调整价格的想法并不会受到潜在购车者的欢迎，其也或 许会促使一些买家提前下单，以避免新的更高价格。 利好 虽然税收抵免即将到期，但美国国税局放宽了政策，表示若消费者在9月30日前签订具有法律效力的合 同并支付少量首付，即使车辆在该日期之后交付，也仍可享受税收抵免。 此前，税收抵免即将结束将大量美国消费者的电动汽车需求提前到第三季度，而这种迫切心理被认为会 耗尽大量汽车制造商和经销商的电动汽车库存。 国税局的这一更改无疑为汽车制造商提供了更加充裕的交付 ...

人民财讯8月26日电，恒指低开0.45%，恒生科技指数跌0.76%。蔚来跌近8%，京东健康跌3%，阿里巴 巴跌2%。 ...

Group 1 - NIO's stock opened up by 5.5% on August 25, reaching $6.689 per share with a trading volume of $137 million, resulting in a total market capitalization of $15.147 billion [1] - As of March 31, 2025, NIO reported total revenue of 12.035 billion RMB, representing a year-on-year growth of 21.46%, while the net profit attributable to shareholders was -6.891 billion RMB, a decrease of 31.06% year-on-year [1] Group 2 - NIO is set to release its fiscal year 2025 interim report on September 2, 2023, before the market opens [2] - Founded in November 2014, NIO aims to create a joyful lifestyle for users and is a pioneer in the high-end smart electric vehicle market [2] - NIO focuses on technological innovations in areas such as autonomous driving, digital technology, electric powertrains, and battery technology, with notable offerings like battery swapping technology and Battery as a Service (BaaS) [2] - The company has launched several high-end smart electric vehicles, including the ES8, ES6, EC6, ET7, and ET5, with deliveries starting from 2018 to 2021 [2]