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王腾回应新公司不招应届生;阿里千问模型累计下载量达7亿;苹果CEO库克2025年总薪酬为7429.48万美元丨邦早报
Sou Hu Cai Jing· 2026-01-10 01:22
【王腾回应新公司不招应届生】记者获悉,在正式成立新公司后,被辞退的小米前高管王腾又针对相关招聘情况作了一系列回应。1月9日,王腾在其个人 微博中强调,公司总部位于北京,未来会考虑在深圳、杭州设立分部。员工前期需要先在北京工作一年,之后可以选择就近的城市工作。薪酬方面,王腾 称薪资水平和福利待遇基本向大厂看齐,但会更侧重股权激励。针对没有市场销售岗位以及不招应届生问题,他解释称,目前正重点组建产品研发团队, 计划春节后陆续启动市场销售服务财务等团队的组建。"创业团队初期更需要有工作经验、来之能战的同学,待业务发展起来之后再欢迎应届生同学加 入。" 王腾还特别提到,员工可以在公司"随地大小睡"。"这次创业的初心就是想帮助职场打工人拥有更好的精力状态,我们要坚定地反内卷。困了累了就随时 休息,唯一需求就是戴上我们的产品睡顺便做数据采集。"王腾说。(智通财经) 【苹果CEO库克去年总薪酬为7429.48万美元】1月9日消息,当地时间1月8日,苹果公司在提交给美国证监会(SEC)的文件中披露,公司首席执行官蒂 姆·库克2025年总薪酬为7429.48万美元。另外,该公司将于美西时间2026年2月24日举行线上年度股东大 ...
王腾回应新公司不招应届生;阿里千问模型累计下载量达7亿;苹果CEO库克2025年总薪酬为7429.48万美元丨邦早报
创业邦· 2026-01-10 01:09
Group 1 - Wang Teng's new company will not hire fresh graduates initially, focusing on building a product development team with experienced professionals [2] - The company plans to establish branches in Shenzhen and Hangzhou after a year of operation in Beijing, with salaries and benefits comparable to major tech firms, emphasizing stock incentives [2] - Employees are encouraged to take breaks as needed, promoting a non-competitive work environment [2] Group 2 - Apple's CEO Tim Cook's total compensation for 2025 is reported to be $74.29 million, with significant portions coming from stock awards and non-equity incentives [3] - The company is set to hold its annual shareholder meeting online on February 24, 2026 [3] Group 3 - Bosideng faced criticism for a down jacket priced at 2099 yuan with only 86 grams of down filling, raising questions about brand premium [4][7] - The company stated that the down filling meets national standards and that pricing is influenced by various factors beyond just filling weight [4] Group 4 - Alibaba's Qianwen model has achieved a cumulative download of 700 million, marking a significant growth in the AI model sector [8] - The model's download rate surpassed that of other major AI models, indicating its rapid adoption [8] Group 5 - General Motors announced an additional charge of approximately $6 billion due to adjustments in its electric vehicle business, reflecting ongoing evaluations of production capacity and investment [15] - The company previously reported a $1.6 billion charge related to its electric vehicle strategy [15] Group 6 - The global humanoid robot market is projected to ship nearly 13,000 units by 2025, with ZhiYuan holding a 39% market share [21] - The semiconductor industry is expected to reach a record sales figure of $75.3 billion in November 2025, a 29.8% increase from the previous year [21] Group 7 - The Chinese large language model market is anticipated to exceed 100 billion yuan by 2030, with a compound annual growth rate of 63.5% from 2024 to 2030 [22] - Recent IPOs of domestic AI model companies signify a shift towards clearer business models and commercialization in the industry [22]
聊一聊AI硬件和软件
傅里叶的猫· 2026-01-09 15:58
Group 1: AI Hardware Market - The recent performance of AI hardware is not strong, but the US stock market's hardware sector showed some resilience [1] - The memory shortage is exaggerated; a report from Macquarie suggests that the new DRAM capacity in the next two years can only support about 15GW of AI data center construction, which may delay global AI expansion plans [3] - A different perspective from a memory industry expert indicates that the capacity could support 20GW and 33GW this year and next year, respectively [5] - The global data center installation capacity is projected to reach 17.4GW by 2025, with an expected increase to 30.2GW this year [5] - Due to memory constraints, the growth of AI data centers (AIDC) will not be as rapid as anticipated, contributing to the recent decline in hardware market sentiment [7] Group 2: AI Software and Applications - The AI software and application market is exceeding many expectations, with a positive outlook for AI applications this year [8] - The government is intensifying support for AI policies, with initiatives in various sectors like healthcare, education, and manufacturing, aiming for quantifiable goals by 2026 [9] - Major tech companies are competing for AI traffic entry points and ecosystem development, with strategies focusing on both consumer (C-end) and business (B-end) markets [10][11] - For the C-end, companies are enhancing user engagement and monetization capabilities, while for the B-end, they are driving cloud revenue through developer ecosystems [12] - The competition has extended to physical scenarios, with companies like Waymo and Tesla accelerating their efforts in ROBOTAXI [13] - Key technological advancements in AI models are expected to focus on world models, native multimodality, and self-evolving agents, with significant breakthroughs anticipated by 2026 [14][15] - The core competitiveness of AI application companies lies in their ability to integrate technology quickly and effectively into specific scenarios, achieving commercial viability [15]
MiniMax上市引爆!AI应用“杀疯了”!创业板人工智能ETF(159363)大涨创新高,两股20CM封板!
Xin Lang Cai Jing· 2026-01-09 11:20
注:创业板人工智能ETF被动跟踪创业板人工智能指数,该指数基日为2018.12.28,发布日期为 2024.7.11。创业板人工智能指数2021-2025年年度涨跌幅分别为:17.57%、-34.52%、47.83%、38.44%、 106.35%,指数成份股构成根据该指数编制规则适时调整,其回测历史业绩不预示指数未来表现。 周五(1月9日),AI应用大爆发,创业板人工智能再创新高,成份股大面积上涨!其中,易点天下 20CM涨停创新高,昆仑万维20CM封板,润泽科技、蓝色光标、奥飞数据均大涨超10%,万兴科技、深 信服、航宇微、中文在线、首都在线、汉得信息等多股跟涨超8%。 | 序号 | HCRa | 名称 | 现价 | 涨跌幅 ▼ | 成交额 | | --- | --- | --- | --- | --- | --- | | 1 | 301171 | 易点天下 | 52.69 | 20.00% | 61.374Z | | 2 | 300418 | 昆仑万维 | 54.02 | 19.99% | 102.89亿 | | 3 | 300442 | 润泽科技 | 69.20 | 15.70% | 76.60亿 | ...
每日收评沪指时隔10年重新站上4100点! 两市成交额突破3万亿大关,AI应用迎全线爆发
Sou Hu Cai Jing· 2026-01-09 08:54
智通财经1月9日讯,市场震荡拉升,沪指高开高走突破4100点,深成指涨超1%。沪深两市成交额3.12 万亿,较上一个交易日放量3224亿,时隔73个交易日后再度站上3万亿大关,历史第五次突破3万亿。盘 面上,市场热点快速轮动,全市场超3900只个股上涨,连续2日超百股涨停。从板块来看,AI应用概念 集体爆发,二十余只成分股涨停,引力传媒5天4板,省广集团、会畅科技、粤传媒、易点天下涨停。商 业航天概念反复活跃,鲁信创投11天9板,中国卫通9天5板,金风科技4连板,航天电子6天4板。可控核 聚变概念延续强势,弘讯科技、中国一重双双3连板。下跌方面,脑机接口概念下挫,美好医疗、倍益 康跌超10%。截至收盘,沪指涨0.92%,深成指涨1.15%,创业板指涨0.77%。 板块方面 AI应用全线爆发,广告营销、AI医疗、游戏等细分均涨幅居前。众诚科技、天龙集团、易点天下、昆 仑万维、引力传媒,吉视传媒等个股涨停。 消息面上,2025年AI应用在消费层的渗透快速推进。根据QuestMobile上月统计数据,原生AI市场中豆 包1.55亿周活稳居榜首,DeepSeek8000万+、元宝2000万+位列二三席;年底发布的阿里 ...
ETF盘中资讯|放量突破!创业板人工智能ETF(159363)涨逾2%再创新高!AI应用彻底爆发,易点天下20CM涨停
Sou Hu Cai Jing· 2026-01-09 06:21
Group 1 - The core viewpoint of the news is the significant surge in AI applications, particularly in the entrepreneurial board, with notable stock performances and ETF growth [1][2] - The entrepreneurial board AI index has seen a cumulative increase of over 114% from January 1, 2025, to January 7, 2026, outperforming other AI-themed indices [2] - The AI market is expected to experience rapid growth in consumer penetration, with major players like Doubao and DeepSeek leading in weekly active users [1][2] Group 2 - The competition for consumer traffic in AI applications is anticipated to be a key focus in 2026, with a potential explosion in multimodal applications [2] - The entrepreneurial board AI ETF (159363) is highlighted as the first of its kind, focusing on leading companies in the optical module sector and AI applications [3] - The AI industry is projected to continue its positive development supported by policies and capital market investments, fostering innovation in domestic AI [2]
放量突破!创业板人工智能ETF(159363)涨逾2%再创新高!AI应用彻底爆发,易点天下20CM涨停
Xin Lang Cai Jing· 2026-01-09 06:09
1月9日盘中,AI应用大举爆发,创业板人工智能午后再创新高!其中,易点天下20CM涨停,昆仑万 维、润泽科技、蓝色光标等多股涨超12%,奥飞数据、万兴科技、航宇微、拓尔思、汉得信息等多股涨 超6%。热门ETF方面,流动性突出的创业板人工智能ETF(159363)场内冲高逾2%再创上市新高,放 量成交超6亿元! AI应用方面,多机构指出,2026年大模型景气度确定性较高,to C侧流量入口的争夺是明年AI应用的核 心看点,同时明年有望多模态迎来爆发,继续看好国产AI产业链。在政策支持下,AI产业有望持续良 性发展,AI将持续赋能千行百业,同时,资本市场加持有望加速国产AI创新周期。看好国产AI应用领 域的爆发。 2025年以来,光模块CPO等算力硬件持续发力,叠加AI应用迎来多重催化,双线布局算力+AI应用的创 业板人工智能指数持续领跑,2025.1.1-2026.1.7区间内,创业板人工智能指数累计涨幅超114%,大幅跑 赢同期人工智能、CS人工智、科创AI等AI主题类指数! | 序号 | 证券代码 | 证券简称 | 区间涨跌幅 | 年化波动率 | | | --- | --- | --- | --- | -- ...
AI正在进公司,谁成了职场人的默认工具丨AI产品榜·网站榜2025年12月
36氪· 2026-01-08 13:35
AI 产品榜 · 网站榜 2025 年 12 月榜单 , 本文里包含 19 个 AI 榜单。 | AI产品榜·网站榜(web) | | | --- | --- | | 全球总榜 | 全球搜索引擎 | | 国内总榜 | 全球聊天机器人 | | 出海总榜 | 全球Al虚拟角色 | | 全球 · 增速/降速榜 | 全球AiPPT工具 | | 国内・増速榜 | 图片生成/编辑 | | 全球视频生成/编辑 | 全球音乐/会议助理 | | Vibe Coding | Al云榜 | | AI产品榜·智能体榜 | | 以下文章来源于AI产品榜 ,作者李榜主 AI产品榜 . AI产品榜 aicpb.com:全球影响力AI产品榜单,互联网女皇 Mary Meeker 都在引用!按月发布;AI产品榜大会:你必参的 AI 行业盛会;发起人:李榜主 wx:QBB2387 能留在网站里的AI。 第 31 期 AI 产品榜·网站榜 (Web) ( 2025 年 12 月榜)由 AI 产品榜、 36kr 、硅星人联名发布。 非商用引用数据标注来源:【公众号@AI产品榜 aicpb.com】 亮点摘要 全球总榜: 真正的 " 世界级入口 " ...
中国万亿市值公司之变:4家新贵晋级,工业富联狂飙近200%
21世纪经济报道· 2026-01-08 11:47
其中,四家跻身万亿市值俱乐部的上市公司为:工业富联、中国平安、中国人寿、招商银行。 至此,万亿市值"巨头"排行呈现"金字塔式":约5万亿市值的中国上市企业仅腾讯一家,长期 领跑;2—5万亿市值梯队的仅三家(工行、农行、阿里巴巴);大部分企业集中在1万亿至2万 亿市值梯队,这一梯队企业排名轮换较多。 这种"金字塔式",既体现出头部企业的竞争优势与护城河深度,也体现出1万亿至2万亿梯队的 企业可能受产业周期、政策导向、业绩表现等影响而出现的市值变动。 | | | | A+H中国万亿市值上市企业 | | | | --- | --- | --- | --- | --- | --- | | 序号 | 证券代码 | 上市公司 | 总市值 | 总市值 | 涨跌幅 | | | | | (截至2025年年末) | (截至2024年年末) | | | 1 | 0700.HK | 腾讯控股 | 5.46万亿港元 | 3.85万亿港元 | 42.02% | | 2 | 601398.SH | 工商银行 | 2.63万亿元 | 2.28万亿元 | 15.17% | | 3 | 601288.SH | 农业银行 | 2.61万亿元 | ...
中国万亿市值公司之变:四家新贵晋级 两大增长逻辑
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-08 11:41
Core Insights - The number of companies with a market capitalization exceeding 1 trillion yuan in mainland China has increased to 14 by the end of 2025, with a total market value increase of over 9 trillion yuan, reflecting a growth rate of over 50% [1][2] Group 1: New Trillion-Yuan Companies - Four new companies have joined the trillion-yuan market cap club: Industrial Fulian, China Ping An, China Life, and China Merchants Bank, with four headquartered in Shenzhen [3][4] - Industrial Fulian has seen a remarkable market cap increase of approximately 188%, while the other three companies in the financial sector have experienced more modest growth rates: China Ping An at 32.02%, China Life at 16.16%, and China Merchants Bank at 10.87% [4][5] Group 2: Market Trends and Dynamics - The rise of these companies reflects two core market dynamics: explosive growth in the technology sector and valuation recovery in the financial sector [5] - Industrial Fulian's rapid growth is attributed to its comprehensive involvement in the AI industry chain, with a significant revenue increase of 38.4% year-on-year, reaching 603.93 billion yuan in the first three quarters of 2025 [6] - China Life has reported a total premium exceeding 700 billion yuan, with a 41% increase in total investment income, while China Ping An has established a strong competitive barrier through its extensive customer base and technology capabilities [7] Group 3: Performance of Major Players - Tencent and Alibaba have also seen significant market cap increases, with both companies adding over 1 trillion Hong Kong dollars to their valuations, driven by AI advancements and a recovery in their core businesses [8][10] - Tencent's market cap reached 5.46 trillion Hong Kong dollars by the end of 2025, with a stock price increase of over 40%, while Alibaba's market cap rose to 2.73 trillion Hong Kong dollars [10][11] Group 4: Banking Sector Insights - The banking sector has shown signs of valuation recovery, with Agricultural Bank of China achieving a notable stock price increase of over 50% and breaking the long-standing "price-to-book" ratio below 1 [12][13] - Agricultural Bank's revenue for the first three quarters of 2025 was 550.88 billion yuan, with a net profit of 220.86 billion yuan, reflecting a year-on-year increase of 3.03% [12][13]