有消息称，Meta此次从苹果挖角庞若鸣，主要是为其新设立的"超级智能实验室"壮大研发团队 AI转型意味着大量的传统IT工作者将被取代。摄/金焱 微软的大规模裁员并全力转向AI领域的做法并非孤例，而是当前全球科技界的缩影。当AI技术及应用呈爆发式增长之际，全球几乎所有大型科技企业都 在调整人力结构，旨在降低开支并将资源倾向于AI。自2023年以来，亚马逊累计削减了2.7万个岗位，多个传统岗位已全面实现AI化。与此同时，谷歌、 Meta 和 IBM 等科技公司，也在2024年不同程度地进行了裁员，且不乏"AI岗位取代传统岗位"的案例，包括Meta正在用自研大语言模型提升内容审核效 率，减少人工审核团队的规模。 在谷歌任工作首席软件工程师超过15年后，2021年，庞若鸣加盟苹果，后升任基础模型团队（AFM）负责人，领导约100名工程师推进多模态大语言模型 的研发，打造支持苹果AI和下一代Siri的大模型，并负责包括Genmoji和邮件摘要等Apple Intelligence核心功能。在苹果期间，他的主要工作涉及了大模型 全流程开发，包括预训练架构设计、后训练调优及推理效能提升，以及多模态能力构建，即开发同时理解与 ...

7月11日，悍高集团股份有限公司（以下简称"悍高集团"）披露的公告显示，公司于7月11日正式启动A 股招股程序，将赴深交所主板上市。本次，悍高集团公开发行股票4001万股，募集资金4.2亿元，主要 用于智慧家居五金自动化制造基地及研发中心、信息化建设。 三年净利润复合增速超60% 公开资料显示，悍高集团主要从事家居五金及户外家具等产品的研发、设计、生产和销售，产品涵盖收 纳五金、基础五金、厨卫五金及户外家具等，是本土业内拥有自主品牌、产品款式规格齐全、具备快速 响应及交付能力的企业之一。 "创新"是悍高集团核心竞争力的重要支撑。早在悍高集团成立之初，公司便从事五金制品的生产制造， 并初步掌握了相关产品的生产流程和技术工艺，此后更通过参加行业大型展会和开拓海外市场，逐渐积 累优质客户资源。在后续发展过程中，悍高集团亦高度重视研发和创新，并不断打破市场对家居五金行 业"低附加值、同质化竞争"的固有印象。 作为国家高新技术企业和省级工业设计中心，悍高集团整合全球优质研创资源，推出希勒系列拉篮、 BN系列水龙头以及Onda系列户外家具等产品，获得德国红点奖、德国IF设计奖、中国设计红星奖等知 名奖项。 而近年来公司更 ...

机构：华创证券 研究员：刘一怡 事项： 根据Wind 资讯，Meta 以当前市价购入依视路近3%的股份，价值约30 亿欧元（约252 亿人民币）；而 且之后可能考虑追加投资，将持股比例提升至5%左右。 两种视角看Meta 入股依视路。1）产业链视角下：智能眼镜需要满足全天候佩戴需求，对镜片"超轻、 超薄、耐高温"的属性要求更高，且镜片作为智能眼镜唯一非标环节，Meta 直接入股依视路，类似歌尔 入股康耐特（第二大股东，占20%），均体现产业链对镜片企业的高度重视。2）商业模式视角下：镜 片行业本身毛利率较高，配合智能眼镜的定制镜片方案预计单位价值量更大，有望进一步打开镜片企业 价格空间。 近期产业链迎来密集催化，建议重视9 月Meta 新品。1）Oakley 官方于6 月20 日发布新品，新款眼镜基 于 Oakley HSTN 打造，专为骑行、跑步等运动爱好者设计；2）根据XR 研究院，小米AI 眼镜发布首周 销量约7 万台（含线上线下等所有渠道），预计小米AI 眼镜年销量30~40 万台；3）新品方面建议重视 后续9 月Meta 系列产品推出，如AR+AI 功能的Hypernova 系列和新一代AI 眼镜M ...

Canalys称，本季度的增长主要得益于Windows 10服务即将终止前的大规模商用PC部署。 从市场份额上，2025年第二季度联想以25.1%，稳居第一，且相比2024年第二季度的23.4% ，份额提升 了 1.7个百分点。排名第二的惠普市场份额为20.9% （2024年第二季度21.7%），同比微降0.8个百分 点；排名第三的戴尔市场份额为14.5%（2024年第二季度16.0%），同比下滑1.5个百分点。联想成为全 球TOP 3厂商中，唯一份额保持增长的厂商。 近日，Canalys发布了2025年第二季度全球PC出货量数据：台式机、笔记本电脑和工作站的总出货量同 比增长7.4%，达到6760万台。其中，笔记本（包括移动工作站）出货量达5390万台，同比增长7%；台 式机（包括台式工作站）出货量增长9%，达到1370万台。 | 全球台式机和笔记本出货量(市场份额和年增长率) | | | | | | | --- | --- | --- | --- | --- | --- | | Canalys PC 市场分析统计数据: 2025年第二季度 | | | | | | | 2025 年 | | 2025 年 | ...

Financial Data and Key Metrics Changes - The company reported a 9% organic net revenue growth in Q2, marking the third consecutive quarter of high single-digit growth [9][35] - Gross margin reached a record 62.6%, expanding 140 basis points year-over-year, driven by lower product costs and a favorable channel mix [38] - Adjusted diluted EPS increased by 37% to $0.22 compared to the prior year [40] Business Line Data and Key Metrics Changes - Direct-to-consumer (DTC) sales grew by 10%, with 13 consecutive quarters of positive comparable sales growth [9][32] - The wholesale business also saw growth, up 7%, marking its third consecutive quarter of growth [32][35] - Women's business grew by 13%, while men's business increased by 6% [35] Market Data and Key Metrics Changes - The Americas net revenues were up 9%, with operating margins increasing to 20.5% [41] - Europe experienced a 15% increase in net revenues, with a 17.2% operating margin [42] - Asia's net revenues were flat, but DTC grew double digits, indicating strong performance in specific markets like Japan and Turkey [44] Company Strategy and Development Direction - The company is transitioning to a DTC-first model, with over half of its business now coming from owned and operated channels [10][12] - Strategic focus has shifted towards the Levi's brand, with the sale of Dockers and exiting the Denizen and footwear businesses [11][30] - The company aims to become a $10 billion company, emphasizing growth in lifestyle categories beyond denim [12][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating a challenging global operating environment, citing strong brand equity and consumer connection [12][54] - The company raised its full-year guidance for organic net revenue growth to 4.5% to 5.5% [48] - Management highlighted the importance of brand marketing and collaborations, such as with Nike and Beyoncé, to maintain cultural relevance [14][82] Other Important Information - The company generated free cash flow of $146 million and declared an 8% increase in dividends to $0.14 per share [45] - Inventory levels increased by 15%, primarily to support holiday sales and mitigate tariff impacts [46] Q&A Session Summary Question: Drivers of demand strength and market share gains - Management noted broad-based growth across DTC and wholesale, with strong performance in both men's and women's categories [58][64] Question: Gross margin inflection and structural changes - Management highlighted that higher DTC sales, focus on women's products, and exiting less profitable lines contributed to improved gross margins [65][68] Question: Organic wholesale revenues and growth expectations - Management indicated a prudent approach to wholesale growth, expecting it to remain flat to slightly positive for the year [73][75] Question: Marketing initiatives and AUR growth - Management discussed ongoing marketing efforts, including collaborations and campaigns, which are expected to drive brand strength and AUR growth [82][84] Question: DTC margin profile and SG&A rate - Management confirmed that DTC growth is no longer a drag on EBIT margins, with significant improvements in revenue per square foot and cost management [99][100]

Group 1 - The core viewpoint of the article is that Hanhigh Group is launching an A-share IPO to raise funds for smart home hardware automation manufacturing and R&D, with a strong growth trajectory in recent years [1][2] - Hanhigh Group's revenue is projected to grow from 1.62 billion to 2.857 billion yuan from 2022 to 2024, with a compound annual growth rate (CAGR) of 32.78%, while net profit is expected to increase from 206 million to 531 million yuan, with a CAGR of 60.74% [2] - The company has received multiple authoritative certifications, including being ranked first in domestic sales of storage hardware among peers, and has seen rapid growth in basic hardware and kitchen & bathroom hardware sales over the past three years [2] Group 2 - Hanhigh Group is focusing on innovation and smart manufacturing, participating in major industry exhibitions to expand overseas markets and enhance its customer base [3] - The company has been recognized as a national high-tech enterprise and provincial industrial design center, launching award-winning products while increasing R&D investment to break the perception of low value-added and homogeneous competition in the hardware industry [3] - The funds raised will be directed towards building a smart home hardware automation manufacturing base, enhancing R&D capabilities, and improving internal management processes to boost operational efficiency [3] Group 3 - Hanhigh Group aims to consolidate its market position in core products while developing a comprehensive hardware solution for homes, supported by a multi-channel development strategy and enhanced marketing networks [4] - The company plans to strengthen its sales channels and expand its presence in overseas strategic regions, positioning itself as a global leader in the home hardware sector through technology-driven initiatives and improved smart manufacturing capabilities [4]

2025年，对于奢侈品牌而言是充满挑战的一年。法国巴黎银行BNP Paribas最新发布的研报 显示，2025年第二季度全球奢侈品行业整体表现疲软，预计加权有机销售额同比下跌3%， 较第一季度的下跌1%进一步恶化，显示出市场下行压力正在加速。许多奢侈品牌将目光更 多地投向了价格更亲民、功能更实用的入门级奢侈品。眼镜从"配货区"迅速走向舞台中央。 而人工智能公司亦在眼镜赛道加码，持续挖掘眼镜的更多可能性。 彭博社日前援引知情人士消息，Facebook母公司Meta Platforms Inc.收购了Ray-Ban雷朋母公司、全球最 大眼镜制造商EssilorLuxottica依视路陆逊梯卡集团略低于3%的股份，按当前市值估算，交易金额约为30 亿欧元。此次投资标志着Meta在AI智能眼镜领域的进一步加码，加深其与雷朋母公司EssilorLuxottica的 合作关系。 此前，意大利奢侈品牌Prada亦与依视乐陆逊梯卡同时宣布，双方续签了Prada、Prada Linea Rossa和Miu Miu品牌眼镜的生产和全球分销许可协议。两家公司现有协议将于2025年12月31日到期，已延长至2030 年12月31日， ...

智通财经7月10日电，港股普星能量涨超240%，公司已认购由HashKey Holdings发行的A系列优先股， 完成后公司在数字资产金融服务公司HashKey中持有最多5%的股权。 ...

普量能量(00090.HK)涨超240%，公司已认购由HashKey Holdings发行的A系列优先股，认购完成后，该 公司在数字资产金融服务公司HashKey中持有最多5%的股权。 ...

Core Insights - The article discusses the current state and trends of the large model API market in 2025, highlighting significant growth and shifts in market share among key players [1][2][25]. Token Usage Growth - In Q1 2025, the total token usage for AI models increased nearly fourfold compared to the previous quarter, stabilizing at around 2 trillion tokens per week thereafter [7][25]. - The top models by token usage include Gemini-2.0-Flash, Claude-Sonnet-4, and Gemini-2.5-Flash-Preview-0520, with Gemini-2.0-Flash maintaining a strong position due to its low pricing and high performance [2][7]. Market Share Distribution - Google holds a dominant market share of 43.1%, followed by DeepSeek at 19.6% and Anthropic at 18.4% [8][25]. - OpenAI's models show significant volatility in usage, with GPT-4o-mini experiencing notable fluctuations, particularly in May [8][25]. Segment-Specific Insights - In the programming domain, Claude-Sonnet-4 leads with a 44.5% market share, while Gemini-2.5-Pro follows [12]. - For translation tasks, Gemini-2.0-Flash dominates with a 45.7% share, indicating its widespread integration into translation software [17]. - The role-playing model market is fragmented, with small models collectively holding 26.6% of the share, while DeepSeek leads in this area [21]. API Usage Trends - The most utilized APIs on OpenRouter are primarily for code writing, with Cline and RooCode leading the way [25]. - The overall trend indicates a strong preference for tools that facilitate coding and application development [25]. Competitive Landscape - DeepSeek's V3 model has shown strong user retention and is favored over its predecessor, likely due to faster processing times [25]. - Meta's Llama series is declining in popularity, while Mistral AI has captured approximately 3% of the market, primarily among users interested in fine-tuning open-source models [25]. - X-AI's Grok series is still establishing its market position, and the Qwen series holds a modest 1.6% share, indicating room for growth [25].