今日（8 月 7 日）"微信派"公众号发文重申， 微信从一开始就没有"已读"功能，以后也不会有。 文章称，"微信已读功能"这个话题，年年有人问，年年上热搜，年年在辟谣，堪称热搜榜的"钉子户"和"打不死的南方小强"。 有人寄望"已读"，比如追项目的 PM ，等 crush 回复的恋爱脑。也有人抗拒"已读"，比如下班就想人间蒸发的打工人，防止爹妈疯狂催婚的"不孝"儿女。 要不要"已读"更像是各种社交关系下的微妙映照，"在微信里，我们把"回应与否"的选择权交回到用户手中，祝愿我们都有在数字洪流中"装死"的自由。" IT之家注意到，关于微信不做"已读"状态的思考，腾讯公关总监张军在一档播客节目中表示，微信的存在不是为了增加大家的社交压力，"我觉得这个可 能是最开始大家考虑最多的东西"。 值得一提的是，在今天（8 月 7 日）下午，微信员工 @客村小蒋 发文并 @张军，称"军哥被反复拷打，被逼到录播客。听了下，还是很干货的，有微信关 于社交压力的思考，也有在移动互联网初期就'面向未来'的设计，以及产品设计要符合自然、直觉操作的理念。互联网活化石名不虚传。" 张军转发了这条博文，配上一个流泪的表情，表示： "希望这是最后 ...

Group 1: Xiaomi Automotive Developments - Xiaomi's third vehicle, codenamed "Kunlun," is a large range-extended SUV aimed at the family market, featuring a three-row seating layout [2][4] - The YU 7 model has entered a stable delivery phase, with production capacity expected to meet demand [1] - The new SUV is anticipated to exceed 5.1 meters in length and have a wheelbase of 3100mm, with design elements consistent with Xiaomi's family style [4][6] Group 2: Xiaomi Smartphone Updates - The upcoming Xiaomi 16 smartphone is expected to feature a 6.3-inch flagship flat screen with ultra-narrow bezels, maintaining a 1.5K resolution for standard versions [7] - The device will debut with the second-generation Snapdragon 8 chipset, likely launching in September, a month earlier than previous models [8] - The main camera will continue to use a 1-inch large sensor, with enhancements in the Pro version for long-range capabilities [9]

Group 1 - Meituan's CEO Wang Puzhong emphasized that the food delivery industry is entering an irrational state, and he urged competitors not to be misled by simple numbers. He stated that Meituan can achieve any order volume with lower costs if they choose to adopt aggressive subsidy strategies [4][5]. - Wang revealed that Meituan estimates Ele.me's cumulative losses exceed 150 billion yuan, comparing Alibaba's recent 50 billion yuan subsidy to a gambler trying to recover losses [5]. - Li Xiang, CEO of Li Auto, announced the abandonment of the Huawei PBC performance management model in favor of the OKR model, aiming to simplify assessments and reduce employee anxiety [7]. Group 2 - ByteDance's Seed visual head Yang Jianchao announced a temporary break, with Zhou Chang taking over his responsibilities. This change is speculated to be due to personal reasons or burnout from high work intensity [8][9]. - Meituan has launched a nationwide pension insurance subsidy for delivery riders, allowing them to choose their payment locations and ensuring automatic qualification for those meeting income criteria [11]. - Li Auto's i8 model has opened for small reservations, with a price range of 350,000 to 400,000 yuan, and the official price will be announced on July 29 [12]. Group 3 - The competition in the six-seat electric SUV market is heating up, with Tesla's Model Y L entering the fray, prompting responses from Li Auto and NIO regarding their upcoming models [13]. - The automotive industry is facing a crisis of homogenization, with SAIC's executive highlighting the need for unique designs to avoid a "copy-paste" phenomenon in vehicle aesthetics [20]. - Xiaomi's upcoming smartphone, the Pura 80, is expected to be priced below 4,000 yuan, which could pose significant pressure on competitors [16][17]. Group 4 - Nvidia has resumed sales of its H20 chip in China, which is a modified version of its high-end H100 chip, following previous export restrictions [23]. - OPPO is collaborating with Hasselblad to develop a new imaging system for its upcoming Find X9 series, expected to launch in Q4 [24]. - WeRide has launched its Robobus in Singapore, marking the first fully unmanned operation of an autonomous vehicle in Southeast Asia [26].

Group 1 - CLSA's top stock picks include AAC Technologies (瑞声科技), Xiaomi, and SMIC [1] - The upcoming iPhone 17 Pro series is expected to feature a vapor chamber for enhanced thermal performance, with AAC Technologies supplying the thermal module [1] - AAC Technologies' optical business is projected to grow, contributing to a forecasted revenue of RMB 27.33 billion for 2024, a 33.8% year-on-year increase [1] Group 2 - AAC Technologies completed the acquisition of 80% of high-end audio system supplier "PSS" last February, leading to a revenue of RMB 3.52 billion from automotive and consumer acoustics products in 2024 [2] - The thermal business of AAC Technologies is expected to generate RMB 326 million in revenue for 2024, reflecting a 40.1% year-on-year growth [2] - AAC Technologies has become a major supplier of thermal modules for flagship smartphones in China, holding over 50% market share [2]