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海南封关,到底意味着什么
大胡子说房· 2025-12-23 10:28
海南封关的消息,还在持续发酵。 本周,很直接的影响到资本市场。 大A上关于海南的板块,都有一波拉升的行情。 这里面有短期情绪的影响,但海南封关这件事,更多是长线的影响。 首先,封关肯定不是小事,这是影响我们改G开放格局的大事。 我们要连续10年,砸下1.8万亿,699个重大项目,这背后,是我们更长线的布局。 过去我们的出口靠的是什么? 做世界的廉价工厂,卖衣服、卖螺丝钉,做组装,靠中低端的产业出口,我们赚的都是辛苦钱。 但现在我们一方面不想做这种"血汗工厂",我们的老百姓要赚更多的收入。 我们就不能只靠中低端的制造业出口。 而海南,就是我们升级产业出口的一个窗口。 以后,特斯拉电池在这组装,成本降了30%, 辉瑞新药在这生产,价格砍一半。 核心就12个字,一线开放,二线管住、岛内自由 本质是把海南打造成:境内关外的超级特区。 什么是一线开放? 是指海南跟境外的边界彻底放开。 过去外国商品进中国,像挤独木桥一样,不仅窄还要交高额的税。 现在不一样了。 砸钱建的物流枢纽,全球99%的商品,可以零关税进来。 3点5万平方公里的海南,直接成了超级中转站。 未来,芯片封装,生物医药等高端制造,在海南生产,包装,出口,亚 ...
苹果这是咋了?苹果芯片主管也在考虑离开苹果公司!据外媒报告,苹果芯片主管约翰尼・斯鲁吉已经告知首席执行官蒂姆・库克,他正在认真考虑离开公司,注意,他不是退休,而是考虑去其他公司继续工作。近日来,苹果公司太多人选择辞职,不会有什么问题吧?
Sou Hu Cai Jing· 2025-12-07 12:50
BREAKING: Apple's chip chief Johny Srouji informed CEO Tim Cook he is seriously considering leaving the company and would likely continue his career elsewhere rather than retire. Apple is urgently pushing to keep him. He remains at least for now. 由 Google 翻译自英语 苹果这是咋了?苹果芯片主管也在考虑离开苹果公司! 据外媒报告,苹果芯片主管约翰尼・斯鲁吉已经告知首席执行官蒂姆・库克,他正在认真考虑离开公司,注意,他不是退休,而是考虑去其他公司继续工 作。 近日来,苹果公司太多人选择辞职,不会有什么问题吧? Mark Gurman O @markgurman 突发消息:苹果芯片主管约翰尼·斯鲁吉已告知 首席执行官蒂姆·库克,他正在认真考虑离开公 司,并可能选择在其他地方继续发展,而不是 退休。苹果正竭力挽留他。目前他仍将留任。 ...
M系列芯片一号人物准备离开,苹果高管流失正在失控
机器之心· 2025-12-07 02:52
机器之心编辑部 机器之心报道 近些天,苹果高管变动的风波就没断过。 12 月 1 日,苹果负责 机器学习与人 工智能 战略 的高级副总裁约翰・詹南德雷亚(John Giannandrea)正式宣布退休,在正式退休前担任公司顾问职务,其退休时 间预计为 2026 年春季。 同时,苹果还宣布,知名人工智能研究员阿马尔・苏布拉马尼亚(Amar Subramanya)已加入苹果,出任人工智能副总裁,并向高级副总裁 Craig Federighi 汇报工 作。 这一事件标志着苹果对人工智能定位的转变,AI 不再是一个单独向库克汇报的部门,而从属于软件工程之下。 据报道,Dye 跳槽的原因有很大一部分在于对苹果在人工智能领域进展缓慢的失望。 众所周知,苹果现在保持足够竞争力的主要支柱,一个是出众的工业和美学设计,另一个则是行业领先的芯片设计。 但遗憾的是,苹果设计总监已经决定离开,而 「苹果芯片」之父也已经正在考虑离开苹果。 彭博社报道称,苹果公司 硬件技术高级副总裁 约翰尼・斯鲁吉(Johny Srouji)已向蒂姆・库克(Tim Cook)表示: 他正在「认真考虑」在不久的将来离开苹果,前往另一家公司。 早在今年 1 ...
今夜!利好,暴涨!
Zhong Guo Ji Jin Bao· 2025-09-25 16:27
Market Overview - US stock markets experienced a significant decline initially but managed to recover most of the losses by the end of the trading session [3] - Concerns over high valuations overshadowed positive economic data, with the S&P 500's forward P/E ratio reaching 22.9, a level only surpassed during the dot-com bubble and the summer of 2020 [4] - The US Department of Labor reported that initial jobless claims for the week ending September 20 were 218,000, lower than economists' expectations of 235,000, indicating a resilient labor market [4] Economic Data - The annualized GDP growth rate for Q2 was revised up to 3.8%, exceeding the previous estimate of 3.3%, while Q1 showed actual contraction [4] - Analysts suggest that strong GDP data may not alter the Federal Reserve's interest rate cut expectations, as it is considered a lagging indicator [5] - Federal Reserve Governor Stephen Miran expressed concerns about the potential economic damage if rate cuts are not implemented more swiftly [5] Intel's Performance - Intel's stock surged over 7% following news of potential investment discussions with Apple to strengthen its business foundation [6] - Recent investments in Intel include a $5 billion commitment from Nvidia and a $2 billion investment from SoftBank, indicating a trend of external funding for the company [6] - Despite these developments, Intel faces significant challenges, including a loss of technological leadership and market share to competitors like AMD [7] Chinese Stocks - Chinese stocks saw a rise, with the Nasdaq Golden Dragon China Index increasing by 0.62%, driven by strong performances from electric vehicle manufacturers like NIO and Xpeng, both of which rose over 5% [7]
雷军称小米芯片要对标苹果
news flash· 2025-05-22 11:13
Group 1 - The core message of the article is that Xiaomi aims to develop its chips to compete with Apple's technology [1] Group 2 - Xiaomi's chairman Lei Jun announced this strategy during the company's 15th anniversary product launch event [1]