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我国已对75个国家实行单方面免签或全面互免签证|首席资讯日报
首席商业评论· 2025-07-31 04:49
1.沙特媒体报道:速卖通AliExpress成为沙特第二大电商平台 据中东地区权威媒体ZAWYA报道,阿里巴巴旗下的跨境电商平台速卖通AliExpress近期已成为沙特阿拉伯 访问量排名第二的电商平台。作为中东最大的电商市场,沙特阿拉伯电子商务近年来快速增长,市场规模 达到了500亿沙特里亚尔(约合133.3亿美元)。 2.李想再谈理想MEGA风波:遭遇汽车史上最大抹黑事件 7月29日晚,在理想i8产品发布会上,理想汽车董事长、CEO李想谈及了去年的理想MEGA风波,他称遭遇 了汽车史上最大的抹黑事件,而现在理想MEGA已经是50万以上MPV的销量冠军,以及50万元以上所有纯 电车的销量冠军。 点评:舆论战下的行业暗战与品牌韧性考验。 3.《2025年湖南省足球联赛竞赛规程》印发"湘超"将于9月至12月举行 7月29日,湖南省体育局印发《2025年湖南省足球联赛竞赛规程》的通知,赛事将于2025年9月至12月举 行。根据规程,湖南省足球联赛简称"湘超联赛"。"湘超联赛"旨在以赛事为抓手,展现湖湘青少年足球运动 员风采,着力培养本土青少年足球人才,持续深化体教融合、体旅融合发展模式,吸引更多人群关注足 球、参与 ...
8点1氪:演唱会偷情事件男主以侵犯隐私起诉Coldplay;日本政府对200多万人发出海啸避难指示;各地产假延长至158天及以上
36氪· 2025-07-31 00:26
Group 1 - Coldplay's lead singer Chris Martin jokingly suggested a couple was cheating during a concert, leading to a lawsuit from the male partner for invasion of privacy and emotional distress [1][3] - The male partner, Andy Byron, is the CEO of a tech company and claims the incident has permanently damaged his life [3] - The incident has gained significant media attention, resulting in personal repercussions for Byron, including his wife's social media actions [3] Group 2 - Xiwanda has submitted a listing application to the Hong Kong Stock Exchange, with Goldman Sachs and CITIC Securities as joint sponsors [2] - Starbucks CEO Brian Niccol mentioned over 20 potential buyers are interested in acquiring stakes in its China operations, while the company aims to retain a significant share [7] - Starbucks reported Q3 revenue of $9.5 billion, with a same-store sales decline of 2%, which was worse than expected [7][18] Group 3 - Meta reported a Q2 net profit of $18.337 billion, a 36% increase year-over-year, with revenues of $47.52 billion, surpassing expectations [17] - Microsoft announced Q4 revenue of $76.441 billion, an 18% increase from the previous year, with a net profit of $27.233 billion, up 24% [16] - Adidas reported a Q2 net profit of €369 million, a 94% increase year-over-year, despite a slight revenue growth of 2.2% [17] Group 4 - Ningde Times achieved a net profit of 30.512 billion yuan in the first half of the year, a 33.02% increase year-over-year, with total revenue of 178.886 billion yuan [20] - Luckin Coffee reported Q2 net revenue of 12.36 billion yuan, a 47% year-over-year increase, with a net profit of 1.25 billion yuan, up 44% [20] - Prada's H1 net revenue reached €2.74 billion, an 8% increase year-over-year, with a net profit of €386 million [21]
AI日报丨但斌二季度美股持仓出炉:英伟达仍是第1!继续重仓美股科技股,首次买入数字货币概念股
美股研究社· 2025-07-30 11:36
Core Viewpoint - The article highlights the rapid development of artificial intelligence (AI) technology and its potential opportunities in the market, focusing on various companies and trends within the AI sector [1]. Group 1: Strategic Alliances and Partnerships - Hon Hai and Dongyuan Electric will establish a strategic alliance through a share swap, focusing on AI server business, with Hon Hai acquiring 10% of Dongyuan Electric and vice versa [3]. Group 2: Funding and Valuations - Ambiq Micro set its IPO price at $24 per share, aiming to raise $96 million [4]. - AI Agent platform Delve secured $32 million in funding, achieving a valuation of $300 million [4]. Group 3: Innovations in AI Education - OpenAI launched ChatGPT Study, an interactive tutoring model aimed at revolutionizing education by providing personalized guidance and feedback to students [4][5]. - The free version of ChatGPT also includes the Study mode, enhancing accessibility for users [6]. Group 4: Talent Movement and Market Impact - Apple has lost its fourth AI researcher to Meta within a month, indicating potential challenges in its AI strategy, as reflected by a 1.5% drop in Apple's stock price [7]. Group 5: Regulatory Challenges - Meta is under investigation by the Italian Competition Authority for allegedly abusing its market dominance by integrating its AI service with WhatsApp without user consent [10][11]. - The regulatory body is collaborating with the European Commission on this matter [10]. Group 6: Corporate Negotiations and Future Prospects - Microsoft is in discussions to secure continued access to OpenAI's technology, even if OpenAI achieves its goal of general artificial intelligence (AGI) [13][17]. - The negotiations involve potential changes to revenue sharing and intellectual property access, with Microsoft aiming to maintain its rights post-2030 [20][22]. - OpenAI seeks to ensure its business remains competitive and compliant with safety standards as it approaches AGI [21].
字节回应造车传闻;影石创始人回应进入无人机市场
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-30 04:43
Key Points - OpenAI launched ChatGPT Study learning mode aimed at the education sector, providing interactive prompts and personalized guidance for students [1] - Apple announced the closure of its first direct store in Dalian, set to close on August 9, while planning to open a new store in Shenzhen on August 16 [2] - Alibaba's Tongyi Qianwen released a new version of its Qwen3-30B-A3B model, enhancing long text understanding capabilities [3] - Meituan committed to not self-operating food delivery services, focusing on infrastructure support for merchants, with significant increases in search volume and order quantity for its new brand [4] - ByteDance denied rumors about launching a car brand, stating that its subsidiary Volcano Engine does not have plans for smart driving business [5] - Former Ant Group VP Wang Xiaohang joined Ping An Group as CTO, aiming to enhance AI technology development [6] - YingShi announced its entry into the drone market, planning to launch the world's first panoramic drone [7] - The 2025 Fortune Global 500 list showed that 130 Chinese companies made the list, with Pinduoduo, Meituan, and Lenovo achieving significant ranking improvements [9] - Lenovo Holdings reduced its stake in Lakala, decreasing its ownership from 26.54% to 25.86% [10] - Wantong Intelligent Control signed an exclusive authorization agreement with Shanghai Shenming Aosi for smart chip sales [11] - Daoshi Technology signed a strategic cooperation agreement focusing on humanoid robot components [12] - Cadence agreed to pay over $140 million to resolve charges related to illegal sales of chip design software to Chinese institutions [13] - China Unicom plans to procure nearly 90,000 general servers, with over 90% being domestically produced [13] - Dongfang Materials' chairman resigned for personal reasons, continuing as a board member [14] - Shenghong Technology plans to issue H-shares for listing on the Hong Kong Stock Exchange [15] - Huajin Technology intends to acquire a 6% stake in Jinghe Integrated for approximately 2.393 billion yuan [16] - Fourth Paradigm announced a joint venture with Jiuyang Technology to focus on fintech services [17] - Zhongbei Communication terminated its acquisition of PT.Semesta Energi Services due to unmet conditions [18] - Quzhou Development plans to purchase shares in Xiandian Electronics and raise matching funds [18]
字节回应造车传闻;影石创始人回应进入无人机市场丨新鲜早科技
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-30 02:40
Group 1: Technology Developments - OpenAI launched ChatGPT Study learning mode aimed at education, providing interactive prompts and personalized guidance for students [2] - Alibaba's Tongyi Qianwen introduced a new version of the Qwen3-30B-A3B model, enhancing long text understanding capabilities [4] - Meituan committed to not self-operating food delivery services, focusing on infrastructure support for merchants, resulting in a significant increase in search volume and order quantity for its new brand [5] Group 2: Corporate Changes and Announcements - ByteDance responded to rumors about creating "Doubao Car," clarifying that it has no plans for smart driving business [6] - Wang Xiaohang, former vice president of Ant Group, joined Ping An Group as CTO, aiming to enhance AI technology development [7] - Dongfang Materials' chairman resigned for personal reasons but will continue as a board member [16][17] Group 3: Market and Financial Updates - The 2025 Fortune Global 500 list revealed that 130 Chinese companies made the list, with Pinduoduo, Meituan, and Lenovo showing significant ranking improvements [10] - Lenovo Holdings reduced its stake in Lakala, decreasing its ownership from 26.54% to 25.86% [11] - China Unicom plans to procure 87,020 general servers, with over 90% being domestic products, reflecting a strong push for local technology [15] Group 4: Strategic Partnerships and Agreements - Wantong Zhikong signed an exclusive authorization agreement with Shanghai Shenming Aosi for sales and cooperation in the embodied intelligence field [12] - Daoshi Technology entered a strategic cooperation agreement focusing on humanoid robot components with Nengsida Electronics and Chipenson Technology [13] - Fourth Paradigm announced a joint venture with Jiuyang Technology to establish a company focused on fintech services, capitalizing on the stablecoin market [20]
7月30日早餐 | 中美举行经贸会谈;英伟达向台积电追单H20
Xuan Gu Bao· 2025-07-30 00:00
Group 1 - US stock market closed lower, with Dow down 0.46%, Nasdaq down 0.38%, and S&P 500 down 0.3%. Notable declines included Meta Platforms down 2.46%, Tesla down 1.35%, Apple down 1.3%, and Amazon down 0.76%. Microsoft saw a slight increase of 0.01%, while Google A rose by 1.65% [1] - Trump issued a 10-day ultimatum for a Russia-Ukraine agreement, threatening to impose tariffs on Russia if not met, and stated he is not concerned about oil prices [2] - Nvidia has placed a new order for 300,000 H20 chips from TSMC, moving beyond just selling inventory [3] - AI startup Anthropic is set to raise up to $5 billion at a valuation of $170 billion, led by Iconiq [4] - OpenAI released a study on ChatGPT, highlighting its potential to revolutionize traditional education [5] - Microsoft is in deep negotiations for long-term access to OpenAI technology, with a potential agreement expected in the coming weeks [6] - The EU plans to purchase AI chips worth €40 billion as part of a trade agreement with the US [7] Group 2 - AstraZeneca reported strong sales of cancer drugs, with Q2 revenue increasing by 12% year-on-year, exceeding expectations [8] - Novo Nordisk's stock plummeted by 21% after appointing a new CEO and lowering its annual guidance, citing underwhelming sales of the weight-loss drug Wegovy [9] - Major events in China include US-China trade talks in Stockholm, with a 90-day extension on previously suspended tariffs [10] - The IMF raised China's economic growth forecast for this year by 0.8 percentage points, indicating resilience in the global economy but cautioning about fragile prospects [12] - The Hong Kong Monetary Authority is inviting applications for stablecoin licenses until September 30 [13] - The Chinese government allocated 350 million yuan for disaster relief efforts in nine provinces [14] Group 3 - The Hong Kong Stablecoin Regulation, effective August 1, aims to establish a comprehensive regulatory framework for fiat-backed stablecoins, with a focus on enhancing cross-border payment systems [17] - The AI industry is seeing a push for standardized performance metrics for large AI models, with a workshop planned to discuss the framework [18] - Nvidia's new order for H20 chips is driven by strong demand in China, leading to accelerated capital expenditures from major internet companies like ByteDance, Tencent, and Alibaba [19][21] - ByteDance plans to invest significantly in AI infrastructure, with a projected capital expenditure of 160 billion yuan by 2025, focusing on AI computing power and data center construction [22]
隔夜美股 | 三大指数下跌 诺和诺德(NVO.US)跌21.8%
智通财经网· 2025-07-29 22:30
Market Overview - Major U.S. indices experienced declines as investors awaited the Federal Reserve's July meeting results, with the Dow Jones down 204.57 points (0.46%) to 44632.99 points, the Nasdaq down 80.29 points (0.38%) to 21098.29 points, and the S&P 500 down 18.89 points (0.30%) to 6370.88 points [1] - European markets showed positive performance, with Germany's DAX30 up 274.26 points (1.15%) to 24218.77 points, the UK's FTSE 100 up 54.61 points (0.60%) to 9136.05 points, and France's CAC40 up 56.48 points (0.72%) to 7857.36 points [2] - In the Asia-Pacific region, the Nikkei 225 index fell by 0.79%, while the KOSPI index rose by 0.66% [3] Currency and Commodities - The U.S. Dollar Index increased by 0.26% to 98.888, with the euro trading at 1.1550 USD and the British pound at 1.3356 USD [4] - Crude oil prices rose, with light crude oil futures for September up $2.50 (3.75%) to $69.21 per barrel and Brent crude oil futures up $2.47 (3.53%) to $72.51 per barrel [4] Real Estate - U.S. home prices continued to cool, with the S&P/CS home price index showing a year-over-year increase of 2.3%, the smallest since July 2023, and a decline in the 20-city composite index to 2.8% from 3.4% [9] Corporate News - Apple Inc. faced challenges in its artificial intelligence division as a key researcher left for Meta, marking the fourth departure in a month, raising concerns about its AI strategy [11] - Union Pacific confirmed its acquisition of Norfolk Southern Railway, valuing the deal at $320 per share and a total enterprise value of $85 billion, with expected annual synergies of $2.75 billion [12] - Bit Digital's AI infrastructure subsidiary, Whitefiber, is seeking to raise up to $132.8 million through an IPO, planning to issue 7.8 million shares at a price range of $15 to $17 [13]
OpenAI深夜发布ChatGPT Study:免费AI家教
news flash· 2025-07-29 21:54
金十数据7月30日讯,今天凌晨1点,OpenAI发布了ChatGPT Study学习模式。该模式主要面向教育领 域,提供交互式提示、支架式回应、个性化教育、知识点检查四种方法,可以深度解读每一道难题的解 题思路和流程,而不是仅仅给出答案。也就是说ChatGPT Study相当于一个24小时在线的家教,能够根 据学生的学习进度和需求,提供个性化的指导和反馈。不仅能够帮助学生理解复杂的概念,还能通过逐 步引导的方式,培养学生的批判性思维和自主学习能力。值得一提的是,OpenAI在免费版ChatGPT中也 提供了Study学习模式。 (AIGC开放社区) OpenAI深夜发布ChatGPT Study:免费AI家教 ...