（全球TMT2025年10月27日讯）今日要点：闻泰科技半导体收入中国市场占近半；腾讯50%的新增代码由AI辅助生成；软银批准向OpenAI提供 225亿美元投资；苹果先进AI服务器已提前开始发货；欧盟初步认定Meta违反《数字服务法》；马斯克X平台再失CEO候选人。 闻泰科技半导体收入中国市场占近半 闻泰科技公告，第三季度营收为44.27亿元，同比下降77.38%；净利润为10.4亿元，同比增长279.29%。前三季度营收为297.69亿元，同比下降 44.00%；净利润为15.13亿元，同比增长265.09%。闻泰科技发布的三季度报告显示，公司半导体业务中，中国市场收入占全球总收入的49.29%， 继续扮演"增长核心"角色。不过，公司三季报中也揭示了风险称，若安世控制权在2025年末前无法恢复，公司可能面临收入、利润及现金流阶段 性下调风险。 腾讯50%的新增代码由AI辅助生成 《2025腾讯研发大数据报告》首次系统披露2025年研发进展。报告显示，AI已全面融入腾讯研发体系，成为驱动研发效能提升的"新引擎"。超过 90%的腾讯工程师使用AI编程助手CodeBuddy辅助编程，50%的新增代码由AI辅助生 ...

Group 1: Market Performance - The Dow Jones Industrial Average increased by 472.51 points, or 1.01%, reaching 47,207.12 [2] - The Nasdaq rose by 263.07 points, or 1.15%, to 23,204.87 [2] - The S&P 500 gained 53.25 points, or 0.79%, closing at 6,791.69 [2] - The Shanghai Composite Index increased by 27.9 points, while the Shenzhen Component rose by 263.73 points, or 2.02% [2] Group 2: US-China Economic Talks - Chinese and US economic leaders reached a basic consensus on key trade issues during talks in Kuala Lumpur [2] - Discussions included maritime logistics, shipbuilding industry measures, and agricultural trade [2] - Both sides agreed to further define specific details and follow domestic approval processes [2] Group 3: State-Owned Enterprises - By the end of 2024, total assets of state-owned enterprises (excluding financial firms) are projected to reach 401.7 trillion yuan, with state capital equity at 109.4 trillion yuan [3] - State-owned financial enterprises are expected to have total assets of 487.9 trillion yuan and capital equity of 33.9 trillion yuan [3] Group 4: Financial Services Report - The State Council's report emphasizes providing high-quality financial services to support the real economy [4] - It highlights the need for a moderately loose monetary policy to foster a conducive financial environment for economic recovery [4] Group 5: Central Bank Operations - The People's Bank of China will have 8,672 billion yuan in reverse repos maturing this week, with specific amounts maturing each day [5] - Additionally, 7,000 billion yuan in Medium-term Lending Facility (MLF) will mature on Monday, with a planned 9,000 billion yuan MLF operation [5] Group 6: US Credit Rating Downgrade - A European credit rating agency downgraded the US sovereign credit rating from "AA" to "AA-" due to deteriorating public finances and governance standards [6] - The report predicts that without substantial reforms, US government debt as a percentage of GDP could reach 140% by 2030 [6] Group 7: Trade Agreements - President Trump signed trade agreements with Thailand, Malaysia, and Cambodia, maintaining a 19% tariff rate on exports [7] - Similar agreements were reached with Vietnam, which currently faces a 20% tariff rate on exports to the US [7] Group 8: Canadian and Brazilian Trade Statements - The Canadian Prime Minister announced plans for significant investments and trade diversification, aiming to double exports to non-US markets over the next decade [8] - The Brazilian President described constructive talks with Trump regarding tariffs, with negotiations set to pause during discussions [8] Group 9: SoftBank Investment in OpenAI - SoftBank's board approved a $22.5 billion investment in OpenAI, following a previous $10 billion investment earlier this year [9] - The funding will support OpenAI's research and commercialization efforts, including hardware development and model training [9] Group 10: Indian Oil Purchases - India's largest private oil refiner, Reliance Industries, ceased purchasing Russian oil following US sanctions [10] - The company stated it would adjust refinery operations to comply with regulations while maintaining supplier relationships [10] Group 11: Porsche Profit Decline - Porsche reported a third-quarter loss of 9.66 billion euros, leading to a 99% drop in sales profit year-on-year [11] Group 12: Leadership Changes at Kweichow Moutai - Kweichow Moutai announced a significant leadership change, with Chen Hua replacing Zhang Deqin as chairman [12] Group 13: Huawei Management Update - Huawei appointed Yu Chengdong as the director of the Investment Review Board (IRB), in addition to his existing roles [14] - The IRB is responsible for resource allocation, cross-business collaboration, and long-term strategic planning [14]

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【巴西总统宣布将与美国就关税问题进行谈判】 财联社10月27日电，据央视新闻，当地时间10月26日，巴西总统卢拉表示，当天他在马来西亚首都吉隆坡与美 国总统特朗普举行了富有建设性的会谈，两国相关团队将 "立即" 着手讨论关税及其他议题。 卢拉称，巴美双方同意立即召开会议，就关税问题及针对巴西官员的制裁措施寻求解决方案。卢拉表示，巴美 两国之间没有"冲突"的理由。 美国总统特朗普表示，期待与巴西达成"良好协议"。巴西外长维埃拉表示，卢拉与特朗普在会谈中达成共识， 在巴西和美国代表进行谈判期间，将暂停征收关税。 【阿里前CEO张勇购入香港半山豪宅】 红星资本局10月26日消息，从阿里巴巴"退休"的张勇，近日有了新动态。 10月24日，港股上市公司希慎兴业（00014.HK）发布公告称，当日全资子公司广运作为卖方与买方订立协 议，根据该协议的条款及条件，广运同意向买方出售位于竹林苑的一个住宅单位（实用面积约为2084平方呎， 约合193平方米），价格为5354万港元。 希慎兴业称，买方Verdant Peak Inve ...

Core Insights - SoftBank Group has approved a $22.5 billion investment in OpenAI, marking a significant financial commitment to the AI sector [1][3] - OpenAI is actively developing an AI music model, collaborating with a U.S. music academy for high-quality data annotation [1][3] Investment Details - The SoftBank board approved the $22.5 billion investment on the 25th, which is approximately 160 billion yuan [3] - This investment follows a previous $10 billion investment made by SoftBank in April, aimed at supporting OpenAI's R&D and commercialization efforts [3] - OpenAI is pursuing a $40 billion super financing plan in preparation for its eventual public listing, with SoftBank covering 75% of this funding round [3] AI Music Development - OpenAI is working on an AI music model, having previously launched music generation models that faced limitations in quality and legal risks [3] - The collaboration with a music academy focuses on annotating sheet music data to enhance the training of the new model [3] Broader AI Applications - OpenAI's generative AI technology spans multiple domains, including text and dialogue, image generation, and video generation [5] - Recently, OpenAI introduced its first AI browser, integrating ChatGPT throughout the browsing process [5]

Core Insights - OpenAI is developing an AI music model in collaboration with students from the Juilliard School, aiming to enhance its AI ecosystem and user engagement [1] - The music model will allow users to generate music based on text and audio prompts, potentially transforming content creation for platforms like TikTok [1] - OpenAI's previous music models, MuseNet and Jukebox, have not been integrated into its current offerings due to technical limitations [2] Group 1: OpenAI's Music Model Development - OpenAI is actively working on an AI music model, collaborating with Juilliard students for music score annotation [1] - The model aims to generate music for various applications, including adding guitar accompaniments to existing vocal tracks [1] - OpenAI currently has over 800 million active users, and the music model is expected to enhance user retention [1] Group 2: Competitive Landscape in AI Music - The AI music generation sector is becoming a competitive focus, with advancements in computing power and model architecture [3] - Google has launched its second-generation music production model, Lyria, which aligns with OpenAI's commercial direction [3] - Startups like Suno and Udio have successfully commercialized their AI music products, with Suno achieving an annual recurring revenue of $150 million, a nearly fourfold increase from the previous year [3] Group 3: Emerging Players in AI Music - Chinese companies are rapidly developing AI music models, with ByteDance's Seed-Music and Alibaba's InspireMusic leading the charge [3] - Kunlun Wanwei has released the Mureka O1 model, which surpasses Suno V4 in multiple performance metrics [3] - Tencent AI Lab has introduced the SongGeneration model, focusing on improving sound quality, musicality, and generation speed [3][4]

Group 1 - The world's first brain-like computing system was unveiled in Hengqin [1] - AstraZeneca launched a global strategic research center in Beijing [1] - OpenAI is actively developing an AI music model [1] Group 2 - IBM announced that common AMD chips can run quantum error correction algorithms [3]