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【早报】人工智能产业迎利好;寒武纪、北方稀土等行业龙头发布半年报
财联社· 2025-08-26 23:09
2、阿里云大模型服务平台百炼8月26日宣布,对部分模型的上下文缓存服务实施降价。调价后,若请求命中缓存,输入Token将按 原单价的20%计费(原为40%);未命中的仍按标准input_token单价收费。 1、 国务院日前印发《关于深入实施"人工智能+"行动的意见》,要求以科技、产业、消费、民生、治理、全球合作等领域为重点, 深入实施"人工智能+"行动。意见提到,到2027年,率先实现人工智能与6大重点领域广泛深度融合,新一代智能终端、智能体等应 用普及率超70%。 4、国内成品油价下调,加满一箱油少花7元。 5、寒武纪:上半年净利润10.38亿元 同比扭亏。 宏 观 新 闻 1、 国务院总理李强在主持国务院第十五次专题学习时强调,进一步凝聚共识、拓宽思路,扎实推动服务贸易高质量发展,为建设贸 易强国、构建更高水平开放型经济新体制提供有力支撑。李强指出,随着外部环境变化和我国产业结构调整,必须把加快服务贸易创 新发展摆在更加重要的位置。 行 业 新 闻 早 报 精 选 1、 李强:必须把加快服务贸易创新发展摆在更加重要的位置 2、国务院印发《关于深入实施"人工智能+"行动的意见》。 3、特朗普表示希望尽快访 ...
阿里巴巴(纪要):AI 是十年机会,外卖补贴可以替代营销投入
海豚投研· 2025-05-16 09:15
以下为 阿里巴巴 FY25Q4 的财报电话会纪要,财报解读请移步《 AI 续命前先放血,"不甘" 的阿里再拼一把? 》 一、财报核心信息回顾 | Alibaba quartery results wrap-up | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 3Q24A | | | | | | | 4Q25E | Rmb 100mn | | | | | | | 1Q24A 2Q24A 4Q24A 1Q25A 2Q25A 3Q25A 4Q25A var. | | | | -0.6% | | | | 2365 | 2802 | 2365 | 2379 | Overall Total revenue | | | | | | | 2342 2248 2603 2219 2432 | | | | 13.9% | | | | 5.2% | 1.6% | 6.6% | 7.2% ...
蔡崇信罕见高调发声,马云终于认清自己
Sou Hu Cai Jing· 2025-05-13 11:36
今年,阿里董事局主席蔡崇信,连续两次回忆初见马云时的场景,第一次是在迪拜,他说马云有种让人相信他能改变世界的魅力,尽管当时阿里只有18位员 工,窝在一间出租屋里工作,但自己还是被深深吸引来,愿意辞掉70万美元年薪的工作,陪马云搏一把。 第二次是在前几天举办的"阿里日"上,蔡崇信又补充了一些细节,坦言自己原本并非"十八罗汉"之一,直到有个"罗汉"退出后,马云才说:"Joe,你来接替 吧!" 身为阿里的二号人物蔡崇信一直给人低调务实、喜欢隐于幕后的印象,这段时间为何会频频打破沉默,聊起创业往事? 不久,马云现身阿里云园区,张勇请马云喝了杯咖啡,两人笑容满面,边走边聊,现场气氛非常轻松愉快。 可谁也没想到,这是张勇本人最后一次在公开场合露脸。 原因或许就藏在马云的这张照片里。 "阿里日"当天,马云带着高管团队,参观了在阿里总部1比1复制的创业出租屋,并站在"发展是硬道理"的标语下,兴致勃勃地听着讲解。 马云和蔡崇信的言行,其实都在向外传达同一个信息,那就是——认清自己的阿里,已做好重归创业状态的准备。 大约是两年前,阿里董事会中的很多人觉得阿里有点跑偏了,需要更换管理团队。当时,距离张勇变革阿里组织架构,不过几个月 ...
TikTok禁令再获75天延期,字节跳动深夜回应!内部人士回应钉钉严查考勤;卸任车BU董事长!余承东职务变更 | Q资讯
Sou Hu Cai Jing· 2025-04-06 02:38
Group 1: ByteDance and TikTok - ByteDance announced that it has not reached any agreement with the U.S. government and that there are still significant differences on key issues [1] - U.S. President Trump has postponed the execution of the TikTok ban for another 75 days, marking the second extension of the transaction deadline for ByteDance [3] Group 2: DingTalk Internal Changes - DingTalk has implemented strict attendance and work discipline measures under the leadership of its CEO, Chen Hang, aiming to enhance team responsiveness [4] - Some exaggerated claims about DingTalk's internal policies have been debunked, while certain measures, such as requiring employees to use DingTalk for work-related communication, are confirmed [5] Group 3: Xiaomi SU7 Incident - The Xiaomi SU7 accident, which resulted in three fatalities, has drawn significant public attention, prompting a response from CEO Lei Jun, who expressed condolences and commitment to transparency [6][7] - Lei Jun's public letter emphasized the company's dedication to cooperating with investigations and addressing public concerns [6] Group 4: Yushutech Investment Rumors - Reports suggest that Yushutech is in talks to bring in new investors, including Ant Group and China Mobile, although the founder has denied these claims [8][9] Group 5: Huawei Leadership Changes - Yu Chengdong has stepped down as the chairman of Huawei's Smart Car Solutions BU, with changes in the company's governance structure [12][16] Group 6: Tencent Game Shutdown - Tencent's mobile game "Xianjian Qixia Chuan Online" will be shut down on June 2, 2025, after nearly eight years of operation, with compensation plans for users [17][19] Group 7: Ctrip Employee Benefits - Ctrip has launched a new paid leave policy for employees to spend time with their children, reflecting a trend towards work-life balance in the corporate sector [18][19] Group 8: AI Developments - Research indicates that GPT-4.5 has passed the Turing test, with a 73% likelihood of being mistaken for a human [20] - OpenAI has raised $40 billion in a new funding round, bringing its valuation to $300 billion, surpassing the combined market cap of Intel and AMD [28][29]