21世纪经济报道记者倪雨晴 深圳报道 近日，英伟达计划在上海扩大办公区域。英伟达方面向21世纪经济报道记者表示:"我们正在为现有员工 租用一个新的办公空间，这是我们在中国持续深耕的努力。但我们遵守当前的出口管制，不会将任何 GPU设计或核心IP发送到中国进行修改。" 目前中国市场占据英伟达14%左右的营收比例，去年约为170亿美元。 日前，黄仁勋在Computex2025大会上表示，美国对华人工智能芯片出口管制是失败的。他说道："事实 证明，最初制定人工智能扩散规则的那些基本假设存在根本性缺陷。" 报道称，这将是英伟达第三次为中国市场推出符合美国监管要求的降级版芯片。 近期由于美国出口管制新规，英伟达特供中国的H20芯片受限。没有许可证的情况下，英伟达目前无法 继续向中国出售H20，因此市场也密切关注H20的下一代产品。 近日，英伟达创始人兼CEO黄仁勋被问及特供中国芯片时回答道："不是Hopper系列，因为Hopper已经 无法修改了。" 事实上，此前业内就在猜测，英伟达是否在基于最新架构Blackwell研发中国特供芯片。目前来看，新 一代的产品正在路上。 英伟达一直强调中国市场的重要性，黄仁勋在上次到访 ...

Domestic News - Beijing will allocate 118,400 family new energy vehicle quotas on May 26, with 340,172 families applying for them [2] - Shenzhen's multi-modal transport national logistics hub steel structure has been completed, enhancing the city's logistics capabilities and supporting the Belt and Road Initiative [3] - In the first four months of 2025, China exported 2.16 million vehicles, a year-on-year increase of 15%, with April exports reaching 620,000 units, up 12% year-on-year and 36% month-on-month [4] International News - A study indicates that increased U.S. tariffs on EU imports could lead to a loss of €250 billion for Germany by 2028, with potential cumulative losses of €200 billion from 2025 to 2028 [5] - The EU's battery supply chain due diligence and carbon footprint reporting have been postponed, providing Chinese lithium battery companies with additional time for exports to Europe [6] - Nvidia plans to launch a new AI chip for the Chinese market, priced significantly lower than the previous H20 chip, with production expected to start in June [7] Corporate News - GAC Group has launched its "Brazil Action" plan, introducing five new energy models in Brazil as part of its global strategy [10] - XPeng Motors announced that its MONA M03 Max model will be launched and delivered on May 28, with a starting price of 155,800 yuan [11] - Lotus Cars revealed the pricing for its ELETRE SUV, starting at 548,000 yuan [12] - China Automotive Engineering Research Institute and Huawei's subsidiary signed a strategic cooperation agreement to promote smart upgrades in the automotive industry [13] - Sinopec and CATL signed a project agreement to build at least 500 battery swap stations this year, aiming for a total of 10,000 stations in the future [14]

要闻提示 NEWS REMIND 1. 吉利李书福：几乎所有新势力都来吉利挖人，没有吉利的人才他们造不出车 2. 中国两大国产算力龙头"合体"：中科曙光与海光信息宣布战略重组 3. 阿 里蔡崇信最新发声：阿里已经重回正轨，年轻人选对老板更重要 4. 曝UU跑腿要求高管午休接单，创始人回应"我个人也接了4000多块钱呢" 5. 2欧元"包裹税"来袭！欧盟将对低价商品征税2欧元，Temu或再被精准打击 6. 传京东七鲜内部会议要求价格力做到同行业第一，618大促再降价10% 7. 马斯克宣布回归7x24小时工作状态，还要在工厂打地铺 8. AI独角兽崩塌：用印度程序员假冒AI长达8年！微软亚马逊也被忽悠数亿美元 今日头条 HEADLINE NEWS 吉利李书福：几乎所有新势力都来吉利挖人，没有吉利的人才他们造不出车 5月23日，在吉利控股集团与北京韩红爱心慈善基金会的公益战略合作启动仪式直播中，吉利控股集团董 事长李书福分享了吉利在汽车行业的战略布局与人才培养理念。他指出，吉利通过投资、收购全球优秀汽 车公司，不仅学到了先进技术，还吸引了众多全球优秀人才加入吉利，并培养出了一批高素质的汽车人 才。 李书福表示：" ...

Regulatory Developments - The National Financial Supervision Administration is seeking public opinions on the draft management measures for information disclosure of asset management products by banking and insurance institutions, aiming to standardize disclosure practices and enhance investor protection [1] - The State Administration for Market Regulation has drafted the "Guidelines for Compliance of Charging Behavior of Online Trading Platforms" to regulate commission, service fees, and other charges, ensuring fair practices and protecting the rights of platform operators [2] Technology and Innovation - Shenzhen Kaihong Digital Industry Development Co., Ltd. launched the first open-source Harmony-based robot operating system, M-Robots OS, with plans to release a series of smart robots within three months, focusing on developer engagement and ecosystem expansion [3] - The first batch of 26 new floating rate funds has been registered by the China Securities Regulatory Commission, expected to be available for investors soon, with a tiered fee structure to simplify understanding for investors [4] Market Movements - Nvidia is reportedly launching a new AI chip for the Chinese market based on the Blackwell architecture, priced significantly lower than the previous H20 chip, with production expected to start in June [5] - A strategic merger is being planned between China Science and Technology's Huagong Information and Zhongke Shuguang, aiming to enhance domestic computing power capabilities [6] International Trade - U.S. President Trump threatened to impose a 50% tariff on EU goods starting June 1, leading to strong discontent from the EU and raising concerns about escalating trade tensions [7] - Trump announced a 25% tariff on mobile manufacturers not producing in the U.S., specifically targeting companies like Samsung and Apple, with exemptions for those establishing U.S. manufacturing [8] Industry Strategies - The State Council approved the "Green and Low-Carbon Development Action Plan for Manufacturing Industry (2025-2027)," emphasizing the need for green technology innovation and the transformation of traditional industries [10] - The successful commercial operation of the "Taihang 2" pure hydrogen gas turbine marks a significant milestone in the development of hydrogen energy technology in China [11]

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 本 栏目由虎嗅出品。 周末要闻 【董明珠与孟羽童合体现身直播间，微博话题冲上热搜】 据环球时报，董明珠与孟羽童的职场纠葛近期因二人合体直播再度引发热议。5月25日凌晨，孟羽童晒与董明 珠合照，并配文："感念曾经，未来珍重。我会在成为自己的路上继续努力前行的！"#董明珠说孟羽童私接广 告失去最好机会#这一话题也在25日冲上微博热搜。 根据丹麦议会22日通过的最新法案，到2040年丹麦法定退休年龄为70岁，适用于1970年12月31日之后出生的 人。据丹麦议会网站消息，81名议员投票支持新法案，21人反对。 回应来了 【充电站多辆汽车起火！蔚来通报】 据封面新闻，有博主近日发帖称，日前江苏苏州工业园区一充电站多辆汽车起火，涉事车辆包括蔚来等品牌， 事件引发关注。 据了解，此前在5月23日晚上，格力董事长董明珠和前秘书孟羽童一起现身直播间，共同直播带货。孟羽童说 看见老板的信息激动得不行，董明珠则在直播过程中直接批评孟羽童丧失了一次最好的机会。 【《网络交易平台收费行为合规指南》面向社会征求意见，规范平台收取佣金、抽成、会员费等 ...

英伟达此次为中国市场推出降级版H20芯片，是英伟达第三次为中国市场推出符合美国监管要求的降级 版芯片，也是维持其在中国市场地位的最新举措。 专家表示，英伟达既不想放弃庞大的中国市场，又不想违反美国关于高端芯片的出口限制规定，颇有些 无奈的味道。 作者 李强 25日参考消息援引外媒报道，美国芯片巨头英伟达将为中国市场推出一款基于Blackwell架构的人工智 能（AI）芯片，售价将大幅低于先前的H20芯片，预计最快于6月开始量产。 这款采用最新一代Blackwell架构的AI处理器，预计售价介于6500美元至8000美元之间，明显低于H20的 定价。专家认为，较低的售价可能意味着芯片规格相对较弱，制造工艺也更为简化，可能会影响其在中 国的竞争力。 芯片降级的背后 当前，美国政府正加大力度限制高端芯片流向中国，以保持其在人工智能竞赛中的领先地位，因此多次 对英伟达等美国芯片制造商实施出口限制，这是英伟达持续对华输出降级版芯片的重要原因。 美国英伟达公司总裁兼首席执行官黄仁勋近日在接受采访时就曾表示，中国是一个非常大的人工智能市 场，再过两到三年，中国人工智能市场规模可能会达到500亿美元，错失这个市场将会是一个巨 ...