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智能早报丨DeepSeek暂列AI炒币之王;荷兰寻求与中方化解安世僵局
Guan Cha Zhe Wang· 2025-10-21 02:02
【观网财经丨智能早报10月20日】 6个AI模型、各给1万美元实盘厮杀,DeepSeek暂为交易之王 从上周六(10月18日)开始,美国人工智能研究实验室nof1.ai在其"Alpha Arena"(阿尔法竞技场)平台 上举办了一场活动——给六个顶级模型一万美元的真金白银,让它们自主交易加密货币,而且并非模拟 盘。每个模型只能独立交易,面对一模一样的提示词、一致的市场、一致的时间戳。这是 AI 之间最公 平的擂台赛。 GPT-5、Claude Sonnet 4.5、DeepSeek Chat V3.1、Gemini 2.5 Pro、Grok 4、Qwen3 Max,六位大模型"选 手"正式开战。 几天内6个AI 选手已经拉开了差距,风格各不相同,排名情况是: DeepSeek 大部分时候是第一,不愧是量化起家的,Grok 4 凭借激进风格偶尔能反超一下 DeepSeek,咬 的很近。Claude 是妥妥的一位理性脑,分析到位但就是有拖延症,最惨的是 Gemini 2.5 Pro ,深度套 牢,一路向下。 截至北京时间周一傍晚,DeepSeek的持仓总市值接近1.4万美元,收益率约40%,最高时一度接近1.5万 ...
实探风波中的安世半导体东莞工厂:原材料告急、已限制出货、员工将“上四休三”
Mei Ri Jing Ji Xin Wen· 2025-10-19 03:51
每经记者|吴泽鹏 陈晴 每经编辑|董兴生 荷兰政府对安世半导体出手干预事件产生的影响,如今已传导至生产一线与产业链终端。 10月18日,《每日经济新闻》记者实地探访安世半导体东莞工厂发现,该厂自国庆中秋长假之后,就已经限制出货,并计划自下周起实施"上四休三"工作 制。与此同时,有贸易商确认,产品面临缺货与涨价压力。 面对困局,母公司闻泰科技(600745.SH)对外回应称,中国区正展开"独立自救",紧急拉通国内供应链以保障客户需求。 一波未平,一波又起。近日,有消息称,安世半导体疑似中断中国区员工薪酬发放、关闭系统权限,同时其产品"缺货涨价"的讨论也在多个平台持续发酵。 但问题是,国内供应链如何真正拉通? 多名贸易商跨省蹲守求货 安世半导体总部位于荷兰,业务布局遍布全球。闻泰科技通过多次资本运作,于2020年完成对安世半导体100%股权的收购。根据闻泰科技今年6月在投资者 互动平台上的表述,公司半导体业务在全球设有多个研发中心、晶圆厂和封测厂。在国内,该业务在上海、深圳、香港设有研发据点,封装测试厂则位于广 东东莞与江苏无锡(在建)。 10月18日下午,记者实地走访位于东莞黄江镇的安世半导体工厂。公开信息显示 ...
董宇辉“双11”三天狂卖3个亿|首席资讯日报
首席商业评论· 2025-10-18 03:50
Group 1 - Dong Yuhui's live streaming sales during "Double 11" reached over 300 million yuan in three days, with nearly 70 million views [2] - The new account "Lanzhichunxu" launched by Dong Yuhui's team also participated in the "Double 11" pre-sale events [2] Group 2 - The Dutch government intervened in the operations of Anshi Semiconductor, a subsidiary of Wentai Technology, raising concerns from the European Automobile Manufacturers Association about potential disruptions in chip supply affecting the automotive industry [3] - Wentai Technology criticized the Dutch government's actions as excessive interference based on geopolitical biases rather than factual risk assessments [3] Group 3 - The Shanghai Auntie tea brand introduced a drink package that includes a uterus-shaped toy, which has sparked controversy regarding its appropriateness and potential educational value [4][5] - The brand's response to the backlash was deemed insincere, highlighting the need for reflection on the product's messaging [5] Group 4 - Li Feifei's team released a new model called RTFM, which operates in real-time and can run on a single H100 GPU [6] Group 5 - The China Consumers Association reported over 20 million consumer rights protection messages during the "National Day" holiday, with major issues in accommodation, safety management, and scenic area services [7] - Domestic travel during the holiday reached 888 million trips, with total spending of 809 billion yuan, an increase of 108.2 billion yuan compared to the previous year [7] Group 6 - Singapore's non-oil domestic exports unexpectedly grew by 6.9% after two months of decline, contrasting with a revised 11.5% drop in August [8] Group 7 - The final ruling in the unfair competition case between Yili and Mengniu resulted in Mengniu being ordered to pay 5 million yuan in damages to Yili [9] Group 8 - Huatai Securities highlighted a new action plan for electric vehicle charging infrastructure aiming to double service capacity by 2027, with a target of 28 million charging facilities and over 300 million kilowatts of public charging capacity [10] - This initiative is expected to accelerate the construction of charging stations and benefit related industries [10] Group 9 - Banks, including China Construction Bank, are tightening controls on credit card overpayments to prevent illegal activities such as fraud and money laundering [11] - The industry is enhancing risk management measures for credit cards, encouraging responsible usage among cardholders [11] Group 10 - Tongchen Beijian responded to workplace bullying allegations, stating that their investigation found no evidence of repeated or malicious behavior by the accused [12] Group 11 - Cao Dewang announced his retirement as chairman of Fuyao Glass, expressing that stepping down would benefit the company and allow new leadership to take over [13][14] Group 12 - Sanhua Intelligent Controls faced stock price fluctuations due to false rumors about securing a large robot order, leading to a significant market reaction and subsequent clarification from the company [15]