【观网财经丨智能早报 7月3日】 百度搜索迎来10年最大改版 京东推出两款AI社交产品 7月2日，有消息称，京东推出两款AI（人工智能）社交产品，分别名为"宠TA"和"聊愈小宇宙"。《每 日经济新闻》记者证实，在京东App中搜索上述名字即可跳转至产品服务界面。据了解，"宠TA"是一个 以数字人、数字宠物为中心的AI社区产品，而 "聊愈小宇宙"是一个识别用户情绪、记录情绪的解压游 戏，为用户提供全天候的心理陪伴服务。（每经网） 腾讯回应微信AI搜索被指开盒 7月2日，在百度"AI DAY"科技沙龙活动中，百度搜索官宣升级和上新了多款AI新产品、新功能，迎来 了近十年最大的改版。最直观的变化是在输入端，搜索框"变大"了，变成了"智能框"，可以满足超千字 的长文本搜索、文件搜索、AI工具调用、语音搜等多模态、更丰富的搜索需求，想怎么搜，就怎么 搜。 从此次百度搜索改版中，通过底层模型能力、中间层工具能力、上层应用的"三层联动"，推动了百度搜 索向AI生态平台方向发展。从"通用化"到"个性化"，从"工具化"到"内容化"，从"信息获取"到"任务完 成"三个方向的演进，百度搜索变化的背后，展现了AI时代，百度为用户自我变 ...

Group 1 - Google has been ordered by a San Jose court to pay over $314 million to California Android users for allegedly misusing customer mobile data, and the company plans to appeal the decision [5] - Intel's CEO Pat Gelsinger is considering significant reforms to its foundry business, potentially abandoning the promotion of its advanced 18A process technology to external customers in favor of the 14A process, which may lead to billions of dollars in asset write-downs [6] - Amazon has announced that it currently owns 1 million robots, indicating progress towards the full integration of robotic technology [6] Group 2 - Apple's foldable iPhone has entered the P1 prototype development stage as of June, with a potential market launch in the second half of 2026, while the development of the foldable iPad has been shelved [2] - Tesla's stock rose 0.03% in pre-market trading after experiencing six consecutive days of decline, attributed to an increase in electric vehicle sales in China [3] - Cryptocurrency-related stocks in the U.S. saw a collective rise in pre-market trading, with Cipher Mining up nearly 7% and Hut 8 up over 3% [3]

Group 1: Employment and Economic Indicators - The ADP employment number in the U.S. decreased by 33,000 in June, marking the largest decline since March 2023 [2] - The "Big and Beautiful Act" eliminates consumption taxes for wind and solar projects [2] Group 2: Company News - Intel's CEO is considering a strategic change for its foundry business [2] - Alibaba is reportedly expanding its AI cloud services in Malaysia and the Philippines [2] - Apple has entered the P1 prototype stage for its foldable iPhone, while the development of the foldable iPad has been shelved [2] - Jeff Bezos has sold nearly $737 million worth of Amazon stock [2] - A California jury ruled that Google infringed on Android data, facing a compensation of $314.6 million [2] - Tesla's electric vehicle sales in China increased by 0.8% year-over-year in June, ending an eight-month decline [2] - Ford's electric vehicle sales fell by 31.4% in the second quarter [2]

2 0 25年第一季度全球智能手机收入同比增长3%，ASP攀升至364美元创历史新高，600美 元以上高端机型占比达2 5%，增速8%显著高于整体市场5%的增幅。 《科创板日报》2日讯，苹果的折叠iPhone已于6月进入P1（Pr o t o t y p e 1）原型开发阶 段，后续会有P2和P3阶段，每个原型阶段通常持续大约两个月。预计2 0 2 5年底有机会走 完Pr ot ot yp e的开发流程，2026年下半年有望上市。此外，折叠iPa d研发被搁置，原因包 括面板等零组件生产更困难，且售价太高，市场接受度偏低等。 (台湾电子时报) 一、折叠屏手机成功为手机市场开辟第二增长曲线 折叠屏手机BOM成本较传统直板机显著增加，主要集中于铰链、盖板及柔性屏幕三大核 心组件。成本激增源于屏幕面积扩大导致的材料用量与良率成本攀升、多层复合盖板与精 密铰链系统设计、以及大尺寸屏幕带来的存储芯片升级和电池系统重构。 金元证券王炤杰认为，从产业链视角看，上游聚焦液态金属与MIM金属注射成型件等核 心材料供应，中游由安费诺、长盈精密等头部厂商主导精密制造，下游则由三星、华为等 手机品牌完成系统集成创新。其中，MIM技术 ...

5月20日，天风国际证券分析师郭明錤在社交平台X透露，亚马逊正在计划开发一款大尺寸折叠设备，类似华为19日发布的MateBook Fold非凡大师。 而在硬件方面，郭明錤认为华为MateBook Fold最大卖点在于其显示屏尺寸、分辨率、重量和厚度，而目前与联想ThinkPad X1Fold和华硕Zenbook17Fold OLED等竞争对手相比，它拥有更大、分辨率更高的显示屏，同时保持了更轻薄的机身。 本文系观察者网独家稿件，未经授权，不得转载。 一些市场人士此前预计苹果将在2025年推出可折叠iPad，但目前的供应链调查显示，可折叠iPad尚无定论，郭明錤认为或许是因为有人将这款可折叠 MacBook称为可折叠iPad。 另外，据the information报道，苹果还计划于2026年下半年推出其首款可折叠iPhone，该手机采用书本式的折叠方式，折叠状态下屏幕尺寸为5.7英寸，展开 后屏幕尺寸接近8英寸。 5月19日，在华为的新品发布会上，首款鸿蒙折叠电脑MateBook正式亮相，起售价23999元，这款采用超轻薄折叠设计，屏幕展开达18英寸，最薄厚度只有 7.3mm，折叠时只有13英寸，重1.16k ...