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用ChatGPT要看广告了;萝卜快跑开启阿布扎比运营【巨头风向标】
Group 1: OpenAI and Advertising - OpenAI announced the introduction of advertising in the free version and the entry-level subscription tier ChatGPT Go, starting with adult users in the U.S. [2] - The ChatGPT Go subscription service offers enhanced features, including access to the GPT-5.2 Instant model, ten times more messages, and improved memory and context capabilities [2] - OpenAI aims to diversify its revenue model through advertising while maintaining the objectivity of responses [2] Group 2: Apple Trade-In Program - Apple updated its trade-in program to include devices from Huawei and Xiaomi, offering significant trade-in values for various products [4] - The maximum trade-in value for the iPhone 16 Pro Max in China is 5,800 yuan, while the iPad Pro can be traded in for up to 5,800 yuan as well [4] - The program allows consumers to upgrade their devices within a specified period, enhancing customer retention [4] Group 3: Tesla AI Chip Development - Tesla CEO Elon Musk announced that the design of the AI5 chip is nearing completion, with the AI6 chip in early development [5] - Musk emphasized the goal of achieving a nine-month design cycle for future AI chips, including AI7, AI8, and AI9 [5] - The AI chips are expected to become the highest-volume AI chips globally [5] Group 4: Meituan's LongCat Model - Meituan's LongCat team released the open-source model LongCat-Flash-Thinking-2601, achieving state-of-the-art performance in key evaluation benchmarks [8] - The model excels in tool invocation and interaction reasoning, significantly reducing training costs for adapting to new tools [8] - It is the first fully open-source model supporting online free experiences in the rethinking mode, ensuring comprehensive decision-making in complex tasks [8] Group 5: SpaceX and Commercial Spaceflight - SpaceX successfully launched the Falcon 9 rocket, completing its 600th mission by sending the NROL-105 satellite into orbit [11] - The successful launch highlights SpaceX's continued leadership in the commercial spaceflight sector [11] Group 6: Investment Activities - Xiangzhong Technology plans to invest 50 million yuan in Zhejiang Hexin Integrated Circuit Co., acquiring a 2.27% stake, focusing on advanced packaging and testing in the semiconductor industry [12] - Minexplosion Optoelectronics is planning to acquire 100% of the shares of Xiamen Zhizhi Precision Technology Co., Ltd. and Jiangxi Maida Intelligent Technology Co., Ltd., focusing on PCB manufacturing [13] - Yanjing Co. intends to purchase 98.54% of Yongqiang Technology's shares, expanding its business into high-end electronic interconnection materials for integrated circuits [14]
用ChatGPT要看广告了;萝卜快跑开启阿布扎比运营
Group 1: OpenAI and Advertising - OpenAI announced the introduction of advertising in the free version and entry-level subscription tier of ChatGPT, starting with adult users in the U.S. in the coming weeks [2] - The ChatGPT Go subscription service has launched in all regions supporting ChatGPT, offering enhanced features such as using the GPT-5.2 Instant model and increased message and file upload limits [2] - OpenAI emphasizes that advertising will not interfere with the objectivity of responses and aims to diversify revenue streams while enhancing AI accessibility [2] Group 2: Apple Trade-In Program - Apple has updated its trade-in program to include devices from Huawei and Xiaomi, allowing customers to trade in these brands for discounts on new purchases [3] - The maximum trade-in values include up to 5,800 yuan for the iPhone 16 Pro Max and 6,050 yuan for the MacBook Pro [3] - The "Yearly Renewal Plan" allows consumers to upgrade their devices within a specified period at a discount of at least 50% of the original purchase price [3] Group 3: Tesla AI Chip Development - Tesla CEO Elon Musk announced that the design of the AI5 chip is nearing completion, with the AI6 chip in early development stages [4] - Future plans include the development of AI7, AI8, and AI9 chips, with a target design cycle of nine months [4] - Musk highlighted the strength of Tesla's AI team, stating that these chips aim to become the highest-volume AI chips globally [4] Group 4: Meituan's Open Source Model - Meituan's LongCat team released the upgraded open-source model LongCat-Flash-Thinking-2601, achieving state-of-the-art performance in key evaluation benchmarks [5] - The model excels in tool invocation and interaction reasoning, significantly reducing training costs for adapting new tools [5] - It is the first fully open-source model supporting online free experience in the rethinking mode, ensuring comprehensive decision-making in complex tasks [5] Group 5: SpaceX and Falcon 9 Launch - SpaceX successfully launched the Falcon 9 rocket, completing its 600th mission by placing the NROL-105 satellite into orbit [8] Group 6: Commercial Space Ventures in China - Beijing Chuanweizhe's CYZ1 manned spacecraft completed a successful verification test of its landing buffer system, marking a significant milestone in China's commercial space sector [9] - This project is the first full-size test of landing buffer technology for a manned spacecraft in China's commercial space industry [9] Group 7: Investment Activities - Xiangzhong Technology plans to invest 50 million yuan in Zhejiang Hexin Integrated Circuit Co., acquiring a 2.27% stake, focusing on advanced packaging and testing in the integrated circuit sector [10] - Mianbao Optoelectronics is planning to acquire 100% of Xiamen Xizhi Precision Technology and Jiangxi Maida Intelligent Technology, focusing on micro-drilling technology for PCB manufacturing [10] - Yanjing Co. intends to purchase 98.54% of Yongqiang Technology, expanding its business into high-end electronic interconnect materials for integrated circuits [11]
一天两枚火箭发射失利!具体原因正在分析排查
Shen Zhen Shang Bao· 2026-01-19 02:04
Core Viewpoint - The recent failures of two rocket launches in China highlight the challenges faced by both state-owned and private aerospace companies in achieving reliable launch capabilities [1][3][5]. Group 1: Long March 3B Rocket - The Long March 3B rocket, developed by China Aerospace Science and Technology Corporation, experienced an anomaly during its third stage flight on January 17, leading to the failure of the launch of the Shijian-32 satellite [1][3]. - This rocket has a historical success rate, with 115 launches conducted, of which 110 were successful, 3 failed, and 2 were partially successful [3]. Group 2: Star River Dynamics - Star River Dynamics, a private commercial rocket company established in 2018, also faced a launch failure on January 17 with its Gushenxing-2 rocket during its maiden flight [5][6]. - The company has raised over 5.3 billion yuan through multiple funding rounds, with a notable 2.4 billion yuan raised in its D round, achieving a post-investment valuation of 15 to 16 billion yuan [6]. Group 3: Industry Context - The Chinese aerospace industry is experiencing a high launch frequency, with a record 92 launches in 2022, indicating a growing demand for satellite deployment [7]. - The commercial space sector is still transitioning from technology validation to large-scale operations, facing challenges such as low rocket supply, insufficient payload capacity, and high launch costs [8]. Group 4: Future Prospects - There is an expectation for private rocket companies to complement state efforts in meeting high-frequency launch demands, with a focus on developing reusable liquid rockets to reduce costs and increase launch frequency [9]. - The commercial aerospace index has seen a significant increase of over 40% since December, although many related stocks have diverged from their fundamental valuations [10].
A股最火赛道,突传利好
Zhong Guo Ji Jin Bao· 2026-01-19 00:17
载人飞船着陆缓冲技术获成功验证 为中国商业航天首次 1月18日晚间,据北京穿越者载人航天科技有限公司(以下简称"穿越者")自主研制的穿越者壹号(CYZ1)载人飞船试验舱,完成着陆缓冲系统的综合验 证试验。本次试验各项指标均达到预期目标,其中,关键指标超出预期,取得圆满成功。作为我国商业航天领域首个载人飞船全尺寸试验舱着陆缓冲关键 技术验证项目,此次试验的成功,标志着穿越者已成为全球第三家研发并验证了载人飞船着陆缓冲技术的商业航天企业。 1月17日当天中午12时08分,星河动力谷神星二号民营商业运载火箭在酒泉卫星发射中心点火升空,火箭飞行异常,首次飞行试验任务失利。 据悉,约5吨重的试验舱吊高至距离地面3米多的高度,随着释放指令下达,即刻解锁,舱体进入自由落体状态,以此模拟返回舱在开伞后的稳降速度。随 后,着陆缓冲系统迅疾启动,其反推发动机喷出高压气体,产生均匀、稳定的反向推力。一时间,试验舱周边气浪翻涌,瞬时速度可达数百米每秒,宛如 一道无形的缓冲垫在舱底瞬间形成。该系统与飞船底部吸能结构精密协同,在极短距离内实现了有效的减速缓冲。 穿越者发布的消息显示,这次试验重点考验"云感着陆"着陆缓冲技术。试验后检查确 ...
谷神星二号民营商业运载火箭首次飞行试验任务失利,星河动力致歉:将全力查明故障原因,认真严谨组织归零与复飞工作
Xin Lang Cai Jing· 2026-01-18 16:22
南京晨报2026-01-17 17:02:31 据央视新闻,1月17日12时08分, 谷神星二号 民营商业运载火箭在酒泉卫星发射中心点火升空,火箭飞 行异常,首次飞行试验任务失利。 具体原因正在进一步分析排查。 17日晚些时候,星河动力航天发布关于谷神星二号(遥一)运载火箭首次飞行试验任务的情况说明: 来源:央 视新闻、"星河动力航天"微信公众号 编辑:居长玉 1月17日12时08分,谷神星二号民营商业运载火箭在酒泉卫星发射中心点火升空,火箭飞行异常,首次 飞行试验任务失利。具体原因正在进一步分析排查。 在此,我们向本次任务的参与各方及所有关心和支持星河动力航天的领导朋友们致以最诚挚的歉意。我 们将始终怀揣对航天技术的敬畏之心,全力查明故障原因,认真严谨组织谷神星二号的归零与复飞工 作,确保后续发射任务的圆满成功。 责编:肖明 ...
深夜!最火赛道,突传利好!
Zhong Guo Ji Jin Bao· 2026-01-18 16:16
(原标题:深夜!最火赛道,突传利好!) 【导读】中国商业航天首次!载人飞船着陆缓冲技术获成功验证 中国基金报记者 泰勒 大家好,简单关注一则商业航天的利好消息。 载人飞船着陆缓冲技术获成功验证 为中国商业航天首次 穿越者成立于2023年,是一家可重复使用载人飞船和太空旅游运营服务商。穿越者官方资料显示,这是 我国唯一获批国家级商业载人航天项目立项的民营企业。 航天大消息不断 周末,关于商业航天的消息不少,有利好也有不好的消息。 近日,中国航天科工集团有限公司(简称"航天科工集团")和中国航天科技集团有限公司(简称"航天 科技集团")先后召开2026年工作会议。 具体部署上,2026年,航天科工集团要锚定"技术领先"的创新目标,加快高水平科技自立自强,深化科 学机理研究,加快构建新域新质力量,一体推进教育科技人才发展,尽快形成更多标志性、原创性、颠 覆性成果。 航天科技集团2026年工作会议提出:2026年要强化体系牵引和新域新质突破,加速推进装备实战化能力 提升;要统筹宇航重大工程实施与产业化转型,深入推进载人登月、深空探测等重大工程,全力突破重 复使用火箭技术,加速推动航天强国建设。 1月18日晚间,据北京 ...
深夜!最火赛道,突传利好!
中国基金报· 2026-01-18 16:07
【导读】 中国商业航天首次!载人飞船着陆缓冲技术获成功验证 中国基金报记者 泰勒 大家好,简单关注一则商业航天的利好消息。 载人飞船着陆缓冲技术获成功验证 为中国商业航天首次 据悉, 约5吨重的 试验舱吊高至距离地面3米多的高度,随着释放指令下达,即刻解锁,舱体进入自由落体状态,以此模拟返回舱在开伞后的稳降速度。 随后,着陆缓冲系统迅疾启动,其反推发动机喷出高压气体,产生均匀、稳定的反向推力。一时间,试验舱周边气浪翻涌,瞬时速度可达数百米每秒,宛 如一道无形的缓冲垫在舱底瞬间形成。该系统与飞船底部吸能结构精密协同,在极短距离内实现了有效的减速缓冲。 1月18日晚间,据 北京穿越者载人航天科技有限公司(以下简称"穿越者")自主研制的穿越者壹号(CYZ1)载人飞船试验舱,完成着陆缓冲系统的综合 验证试验。本次试验各项指标均达到预期目标,其中,关键指标超出预期,取得圆满成功。作为我国商业航天领域首个载人飞船全尺寸试验舱着陆缓冲关 键技术验证项目,此次试验的成功,标志着穿越者已成为全球第三家研发并验证了载人飞船着陆缓冲技术的商业航天企业。 据新华社报道,1月17日00时55分,我国在西昌卫星发射中心使用长征三号乙运载 ...
星河动力就谷神星二号火箭首飞试验失利致歉!称将查明原因
Nan Fang Du Shi Bao· 2026-01-18 02:51
1月17日12时8分,谷神星二号民营商业运载火箭首次飞行试验任务失利。18日,南都N视频记者从北京 星河动力航天科技股份有限公司获悉,该公司向本次任务的参与各方及所有关心和支持星河动力航天的 领导朋友们致以最诚挚的歉意。该公司将全力查明故障原因,认真严谨组织谷神星二号的归零与复飞工 作。 据悉,1月17日12时8分,谷神星二号民营商业运载火箭在酒泉卫星发射中心点火升空,火箭飞行异常, 首次飞行试验任务失利。具体原因正在进一步分析排查。 同日,北京星河动力航天科技股份有限公司发布情况说明称,向本次任务的参与各方及所有关心和支持 星河动力航天的领导朋友们致以最诚挚的歉意。公司将始终怀揣对航天技术的敬畏之心,全力查明故障 原因,认真严谨组织谷神星二号的归零与复飞工作,确保后续发射任务的圆满成功。 公开资料显示,星河动力成立于2018年,是国内第一家实现火箭量产、高密度发射并商业化的民营商业 火箭企业。公司核心产品及服务包括"谷神星"系列小型固体运载火箭发射服务、"智神星"系列中型液体 运载火箭发射服务、"光年"系列固体火箭发动机等。 截至目前,星河动力已完成约10轮融资,投后估值达150亿元至160亿元。2025年 ...
1340亿美元!马斯克要求OpenAI和微软赔偿金额曝光;万达轻资产平台首位女性CEO走向前台;追觅科技俞浩再谈打造百万亿美元公司丨邦早报
创业邦· 2026-01-18 01:08
Group 1 - Elon Musk demands compensation from OpenAI and Microsoft ranging from $79 billion to $134 billion, claiming OpenAI has deviated from its non-profit mission and engaged in fraudulent activities [1] - OpenAI plans to test targeted advertising within the ChatGPT application to diversify revenue streams ahead of a potential IPO, targeting free and low-cost subscription users while excluding premium users from ads [12] - Nvidia's H200 chip suppliers have halted production of critical components to avoid inventory write-downs, impacting the supply chain for this specific chip [7] Group 2 - Xingyuan Automotive announces a five-year investment of approximately $15 billion to develop 17 new models focused on smart new energy multifunctional vehicles [8][9] - Maruti Suzuki plans to invest $3.9 billion in a new factory in Gujarat, India, which will increase its annual production capacity by up to 1 million vehicles by the fiscal year 2029 [12] - The Ministry of Industry and Information Technology of China has introduced a management method to include technology-based SMEs in its cultivation program, aiming to enhance the quality of small and medium enterprises [16] Group 3 - SpaceX successfully launched the NROL-105 satellite into orbit using the Falcon 9 rocket, marking the 600th mission of the Falcon series [12] - The commercial space launch company Starship Dynamics reported a failure during the first flight test of its Ceres II rocket, with ongoing investigations to determine the cause [6] - The market for recycling used power batteries in China is projected to exceed 100 billion yuan by 2030, driven by the increasing volume of retired batteries from electric vehicles [17]
半导体赛道,新进展!
重要新闻提示 央行、金融监管总局:商业用房购房贷款最低首付款比例调整为不低于30% 国家能源局1月17日宣布,2025年我国全社会用电量历史性突破10万亿千瓦时 美光科技:拟以18亿美元收购PSMC的P5厂区,扩充产能 财经新闻 1.1月17日,中国人民银行、国家金融监督管理总局发布关于调整商业用房购房贷款最低首付款比例政 策的通知。通知明确,商业用房(含"商住两用房")购房贷款最低首付款比例调整为不低于30%。详见 报道《不低于30%!商业用房购房贷款最低首付款比例调整》 2.据西安电子科技大学微信公众号发文,长期以来,半导体面临一个根本矛盾:我们知道下一代材料的 性能会更好,却往往不知道如何将它制造出来。近日,西安电子科技大学郝跃院士、张进成教授团队的 最新研究在这一核心难题上实现了历史性跨越——他们通过将材料间的"岛状"连接转化为原子级平整 的"薄膜",使芯片的散热效率与综合性能获得了飞跃性提升。这不仅打破了近二十年的技术停滞,更在 前沿科技领域展现出巨大潜力,相关成果已发表在国际顶级期刊《自然·通讯》与《科学·进展》。这项 研究成果成功将氮化铝从一种特定的"粘合剂",转变为一个可适配、可扩展的"通用集 ...