不服输，才是企业经营的底色 在商业世界里，没有永远的高光，也没有永恒的低谷。市场风云变幻，技术迭代如潮，政策风向难测，消费者口味更是说变就变。今天还在庆祝销量破 亿，明天可能就被对手截胡；刚融资上市，转眼就被资本抛弃。企业的生命周期，从来不是一条平滑上升的曲线，而是一场不断跌倒、不断爬起的拉锯 战。真正能让一家企业穿越周期的，不是运气，不是风口，而是那股"不服输"的劲儿——明知山有虎，偏向虎山行。 一、不认命，是创业公司的"第一性原理" 2012年，字节跳动刚成立时，BAT三座大山压得所有创业者喘不过气。新闻客户端市场早已是腾讯、网易、搜狐的天下，算法推荐被质疑"没编辑基因"。 张一鸣却带着几十号人，在知春路一家小办公室里日夜迭代，坚信"信息应该主动找人"。头两年，日活迟迟不过千万，投资人劝"早点卖身"，但他就是不 服：为什么中国不能有自己的内容分发操作系统？正是这种"不服"，让今日头条从红海杀出血路，也为抖音的全球化埋下伏笔。后来有人问张一鸣："你 怎么判断风口？"他答："我们不追风口，我们让风来追。"——这不是狂傲，而是把不服输写进了商业模型。 二、跌倒后不"躺平"，才能把危机变成跳板 五、结语：生意有输 ...

Group 1: Core Technological Breakthroughs - The importance of achieving self-controlled key technologies for national strategic security is emphasized, as reliance on external sources is insufficient [2] - Recent advancements in various fields such as aerospace, biomedicine, quantum communication, and semiconductor technology demonstrate China's resilience and capability in overcoming core technology challenges [2][3] - The development of indigenous technologies, such as the domestication of high-thrust rocket engines and the creation of innovative drugs, showcases the potential for China to lead in critical sectors [2][3] Group 2: Innovation Ecosystem and Talent Development - The need for a deep integration of industry, academia, and research to facilitate the transformation of scientific achievements into practical applications is highlighted [3][5] - Innovative educational models, such as interdisciplinary training and collaboration between universities and enterprises, are essential for cultivating talent that meets the demands of new productive forces [5][6] - The establishment of supportive mechanisms, such as the "shared engineer" platform in the Guangdong-Hong Kong-Macao Greater Bay Area, addresses the technical resource shortages faced by small and medium-sized enterprises [5] Group 3: Institutional Reforms and Policy Support - Continuous reforms at the institutional level are necessary to enhance the efficient flow of innovation elements, including the establishment of mechanisms for technology transfer and commercialization [4][7] - The creation of a favorable regulatory environment, such as the data asset registration system and the dual assessment system for green technology, is crucial for fostering emerging industries [7] - Strengthening intellectual property protection through specialized courts and new registration systems is vital for incentivizing original innovation [7]

9月25日，小米集团创始人雷军以"改变"为题完成第六次年度演讲。雷军说，小米在过去五年经历了包 括自研芯片与汽车量产等一系列跨越，完成改写自身轨迹的巨大蜕变。 而今年小米旗舰系列手机的"数字"命名，跳过"16"直升"17"，序号跨代代表着产品力的越级提升。除小 米17系列手机，外界同样清晰看见的是，在自研玄戒O1芯片落地装机、造车业务连战连捷后，摆在人 们面前的毫无疑问也是史上最强小米。 不过，眼下竞逐"最强"二字的，恐怕不止小米。赛道另一侧，苹果iPhone 17系列携近几年最大规模更新 打破质疑，华为在Mate XTS非凡大师发布会上让麒麟芯片时隔多年再度公开，OPPO携ColorOS 16从流 畅性维度斜刺杀出……饱受"挤牙膏"诟病的手机圈子终于迎来一个全员倾力的"金九银十"。决战的硝 烟，久违了。 巨头，巨变 对小米而言，2025年是当之无愧的巨变之年。 科方得智库研究负责人张新原向北京商报记者分析称，相比介绍芯片的具体参数与型号，更值得关注的 是华为公开自研芯片这件事背后透露出的态度：面对外部环境不确定性带来的种种挑战，2025年的华为 已无需遮盖锋芒，芯片自主研发能力与供应链稳定性，为其注入足够的 ...

Group 1 - Israeli Prime Minister's statement implies that owning a mobile phone equates to holding a part of Israel, raising global concerns about surveillance and control [1][4] - The Israeli intelligence agency Mossad has previously executed operations using communication devices, highlighting the potential for remote manipulation of electronic devices [2][3] - Israel's dominance in the global mobile supply chain, particularly in chip development, allows it to exert influence despite not having a prominent mobile brand [5] Group 2 - Israel's significant investment in technology, with R&D spending as a high percentage of GDP, positions it as a leader in chip design and development [5] - The response from Chinese companies indicates a robust domestic supply chain that mitigates the perceived threats from Israeli technology [6] - The situation emphasizes the importance of security awareness among consumers regarding mobile device usage and data protection [6]

Group 1 - The core logic of the ongoing technological revolution is mathematics, which serves as the underlying code for advancements in AI and technology [1] - Huawei's computing power has reached 1.67 times that of Nvidia, and the release of its new Kirin chip has garnered significant attention [1] - Oracle's market value surged by 1.73 trillion due to its AI business, highlighting the competitive landscape for AI and Asian mathematical talent [1] Group 2 - China's investment in basic research is only 6.91% of total R&D expenditure in 2024, significantly lower than the US (17%) and Germany (12%), with corporate investment below 5% [2] - This trend of "heavy application, light foundation" in research is likened to focusing on aesthetics in fitness while neglecting core strength training [2] Group 3 - The establishment of the He Tao Mathematics and Interdisciplinary Research Institute in Shenzhen, initiated by Fields Medal winner Shing-Tung Yau, aims to enhance basic and applied mathematics research [3] - The institute will expand to 50-60 researchers by the end of the year, covering various fields including high-performance computing and AI [3] Group 4 - Shenzhen's high-tech enterprise cluster and Hong Kong's foundational research create an ideal environment for the transformation of mathematical achievements into practical applications [5] - The integration of resources between Shenzhen and Hong Kong is already showing results, with collaborations established with institutions like the Quantum Science Center [5]

Group 1 - The global wave of artificial intelligence is significantly impacting the technology landscape, with Huawei claiming its technology surpasses Nvidia's by 1.67 times in computing power [1] - Oracle's AI business has seen a massive surge, with its market value increasing by 1.73 trillion [3] - The underlying theme connecting these developments is the critical role of mathematics in technology and innovation [4] Group 2 - Mathematics is integral to various applications, including AI models like ChatGPT and recommendation algorithms on platforms like Douyin and Bilibili, which rely on matrix operations [5] - The blockchain technology, particularly stablecoins, is an advanced application of number theory, highlighting the importance of mathematics in technological advancements [6] - Insufficient investment in basic research can hinder technological progress, as evidenced by China's basic research funding being only 6.91% of total R&D expenditure, compared to 17% in the U.S. and 12% in Germany [7] Group 3 - Shenzhen has recognized the importance of foundational research and has taken steps to enhance its capabilities by establishing the He Tao Mathematics and Interdisciplinary Research Institute, which aims to attract top mathematicians [9] - The institute will focus on basic mathematics, applied mathematics, and interdisciplinary research, collaborating with institutions like the Chinese University of Hong Kong [11] - Shenzhen's strategic location and resources, including over 200 high-end research projects and 447 tech companies, make it an attractive hub for scientific talent [13] Group 4 - The future of Shenzhen is poised for exponential growth in technology innovation, driven by foundational research in mathematics [14] - The collaboration between mathematics and technology in Shenzhen is expected to unlock significant advancements in AI, robotics, and new energy sectors [14]

Group 1 - Huawei HiSilicon has undergone significant management changes, with Xu Zhijun stepping down as chairman and being replaced by Gao Ji [1][3] - The company has a history of personnel adjustments, indicating a possible normal management rotation or a shift in semiconductor strategic direction [1][3] - Huawei HiSilicon, established in October 2004 with a registered capital of 2 billion RMB, is a leading global semiconductor design company focused on smart terminal solutions [1][3] Group 2 - The company's self-developed Kirin chips are industry-leading smartphone chips, with the Kirin 9000 utilizing a 5nm process and integrating 15.3 billion transistors [4][6] - The Kirin 9020 chip, featured in the Huawei Mate XTs, is expected to enhance overall performance by 36% [6] - The company covers various fields including connectivity, smart vision, and media, with a focus on providing reliable and high-performance chips [4][5] Group 3 - The HiSilicon concept stocks have seen significant growth, with the HiSilicon concept index rising nearly 38% this year, and several stocks increasing over 100% [7][10] - Companies like Huibo Yuntong and Zhuoyi Information have reported substantial stock price increases, indicating strong market performance and stable partnerships with Huawei HiSilicon [7][10] - The overall net profit of HiSilicon concept stocks exceeded 9 billion RMB in the first half of the year, with a year-on-year growth of over 15% [10][11] Group 4 - Financing interest in HiSilicon concept stocks has increased, with a near 20% rise in overall financing, and many stocks seeing over 30% increases in financing [10][11] - Specific stocks like Meige Intelligent and Qiangrui Technology have received significant financing increases, indicating strong investor confidence [11][12] - Predictions for net profit growth in 2025 and 2026 for several HiSilicon concept stocks suggest continued positive performance, with some expected to see over 100% growth [12][13]

中国经济实力登顶世界之巅？数据揭秘真相，破解"70%魔咒"！ 近日，国际货币基金组织（IMF）公布的一组重磅数据，如同一颗深水炸弹，在中国乃至全球激起千层浪。数据显示，按购买力平价 （PPP）计算，中国GDP已高达37万亿美元，远远超越美国的29万亿美元，将"世界第一经济体"的宝座收入囊中。然而，为何国内多数民众 对此"毫无感知"？美国又为何依旧"死撑"着"老大"的姿态？更令人费解的是，历史上但凡国家经济规模达到美国的70%便会遭遇无情打压， 日本和苏联的惨痛教训历历在目。而中国，却以128%的惊人比例，史无前例地打破了这一"魔咒"。我们究竟做对了什么？ 解密一：IMF悄然改写排名？中国早已是"实际"的全球第一！ 真相可能比我们想象的更为惊人。早在2016年，国际机构便已洞察到，若要真正衡量一个国家的经济实力，必须剔除通货膨胀和各国物价 水平的差异。通过购买力平价这一更贴近实际购买力的指标，中国早已被公认为全球经济的领头羊。2024年的最新数据显示，中国经济规 模已达到美国的128%。尽管美国的名义GDP数字依旧亮眼，但其经济却早已深陷通货膨胀和国债危机的泥沼，实际购买力已不复当年。 解密二："70%魔咒"威 ...

盘前要闻 1、国办出台20条举措推进体育产业高质量发展，目标2030年总规模超7万亿 类型：行业 情绪影响：正面 国务院办公厅发文提出，加快构建现代体育产业体系，不断提振体育消费，增强体育产业整体实力和竞 争力。到2030年，培育一批具有世界影响力的体育企业和体育赛事，体育产业发展水平大幅跃升，总规 模超过7万亿元，在构建新发展格局中发挥重要作用。 2、央行开展1万亿买断式逆回购，专家称月内有望二度实现加量续作操作 类型：宏观 情绪影响：正面 央行今日将以固定数量、利率招标、多重价位中标方式开展10000亿元买断式逆回购操作。因今日有 10000亿买断式逆回购到期，央行此举相当于等量续作。由于本月还有3000亿逆回购到期，专家预计， 央行还会开展一次6个月期买断式逆回购操作，以应对流动性收紧态势。 3、传闻称DeepSeek将发布AI智能体，今年有望成为AI Agent商业爆发元年 类型：行业 情绪影响：正面 有消息称，中国AI公司DeepSeek正在开发具有更先进代理功能的人工智能AI模型，意在与OpenAI等竞 争对手在技术新前沿展开竞争。东莞证券指出，2025年有望成为AI Agent商业爆发元年，侧重 ...

Group 1 - US stock market saw gains with Dow Jones up 0.77%, Nasdaq up 0.98%, and S&P 500 up 0.83% [1] - Major tech stocks performed well, with Amazon rising 4.29%, Meta up 1.57%, and Tesla increasing by 1.33% [1] - ADP reported a slowdown in US job growth with only 54,000 new jobs added in August, reinforcing expectations for a Federal Reserve rate cut [2] Group 2 - US initial jobless claims rose to 237,000, the highest level since June [2] - The US trade deficit widened to a four-month high in July as companies rushed to import goods before new tariffs [3] - A senior Federal Reserve official indicated that gradual rate cuts are appropriate, while the voting committee reiterated opposition to a rate cut in September [4] Group 3 - Trump signed a trade order imposing tariffs of up to 15% on many Japanese products, including automobiles and parts [5] - Nvidia agreed to lease AI chips from Lambda in a deal valued at $1.5 billion [7] - Nvidia's Q3 AI chip revenue exceeded expectations, growing by 63% [8] Group 4 - Huawei reintroduced its Kirin chip after four years, launching the new Mate XTs smartphone priced from 17,999 yuan [11] - The new Kirin 9020 chip offers a 36% performance improvement and is positioned between Snapdragon 8+ and Snapdragon 8 Gen 2 in terms of performance [24] - The Chinese government is encouraging the issuance of digital RMB for sports consumption and supporting the listing of qualified sports companies [10] Group 5 - The Ministry of Industry and Information Technology released a plan to boost the electronic information manufacturing industry from 2025 to 2026 [10] - The plan emphasizes the development of AI chips and encourages innovation in AI terminal applications [10] - The North Star industry is projected to reach a total output value of 500-600 billion yuan by 2025, with a compound annual growth rate exceeding 10% [27] Group 6 - Tesla's new humanoid robot, Optimus, features a gold exterior and human-like hands, indicating significant advancements in robotics [25] - The robot is expected to replace jobs that cost between $200,000 and $500,000, marking a breakthrough in productivity [25] - The company is focusing on enhancing the dexterity of its robots, with the latest version of the robot featuring 22 degrees of freedom [26]