Credo 见闻财经日历 WSCN Economic Calendar V 华尔街见闻 | 时间 | | 内容 | 预期 前值 | | | --- | --- | --- | --- | --- | | 12月1日 周一 | | | | | | 09:45 | | 中国 11月RatingDog制造业PMI | | 50.6 | | 待定 | | 美国 三季度实际GDP年化季环比初值 | 3.2% | | | 数据 | 17:00 | 欧元区 11月制造业PMI终值 | 49.7 | 49.7 | | 23:00 | | 美国 11月ISM制造业指数 | 49 | 48.7 | | 事件 | 待定 | 中国外交部宣布：王毅将赴俄罗斯 | | | | 待定 | | 美俄会谈 (12月1日当周) | | | | 待定 | | 日本央行行长植田和男在名古屋发表讲话 | | | | 待定 | | 欧盟国防部长在布鲁塞尔会晤，讨论乌克兰事宜 | | | | 待定 | | 议息会议在即,美联储已进入静默期 | | | | 待定 | | XREAL与谷歌合作，将于12月 (时间待定) 发布 AR眼镜Project Aura ...

Key Points - The rumor regarding Midea being fined 5 million by JD.com has been confirmed as false, indicating possible platform manipulation [4] - Xiaomi has made significant organizational adjustments, with Lei Jun leading a new automotive department and Chen Kai taking over Xiaomi Home [8][9] - The 2025 Q3 earnings report for Xiaomi is anticipated to show a profit of 722 million yuan for its electric vehicle segment, with another institution predicting a profit of 1 billion yuan [9] - Zhong Shanshan has regained the title of China's richest person with a wealth increase of 190 billion yuan, while Lei Jun's wealth surged by 196 billion yuan due to Xiaomi's automotive growth [11] - Meta's AI department has undergone major layoffs, with around 600 employees affected, attributed to the underperformance of the Llama4 model against Chinese competitors [30][31] - Apple's service revenue is projected to exceed 100 billion USD for the first time in fiscal year 2025, driven by strong growth in services like iCloud and Apple Pay [31][32] - The European new car market saw a 10.7% year-on-year increase in September, with BYD's sales skyrocketing by 398%, while Tesla's market share declined [36] - Tesla's Full Self-Driving (FSD) subscription rate is only 12%, with related revenue down compared to the previous year, highlighting challenges in customer adoption [37]

Key Points - Xiaomi's AI glasses project, initiated by CEO Lei Jun, aims for an annual shipment of 5 million units within three years, capitalizing on the large near-sighted population in China [4] - BYD's Fangchengbao vehicle was involved in a rescue operation during severe flooding, showcasing its durability and safety features [6] - Zhou Hongyi, founder of 360 Group, commented on the AI competition, stating that Apple has failed, Google is being eroded, and Meta is the most anxious player in the market [8] - Li Xiang, CEO of Li Auto, clarified that he never used the phrase "stupid technology" and emphasized the importance of valuable technology for users [9] - Alibaba Cloud founder Wang Jian predicted that 90% of current AI applications may disappear within the next decade, urging developers to focus on innovative applications [10] - Yingshi announced its first panoramic drone product, set to enter public testing next month [11] - Samsung and Tesla have signed a $16.5 billion chip supply agreement, with plans to produce AI6 chips in the U.S. [34][35] - Tesla executives confirmed that the Roadster project is still in development, with a significant demonstration planned for the end of this year [38] - Faraday Future's MPV model has received over 10,000 pre-orders since its launch [14][15] - Xpeng Motors' VP denied rumors of product line consolidation and emphasized the company's commitment to pure vision technology [16][17] - Leap Motor's D series SUV is positioned as a flagship product targeting the 300,000 RMB price segment [20] - The first three-fold smartphone battle is set to occur with the launch of Huawei's Mate XTs and Samsung's Galaxy Z TriFold [22][23] - China Changan Automobile Group has been officially established with a registered capital of 20 billion RMB [25] - JD.com announced a campus recruitment plan for 2026, offering 35,000 positions and investing 7 billion RMB in youth apartments [28] - Tencent has taken action against 3.2 million QQ accounts in a crackdown on online fraud and harmful content [30]