1.官方明确！明年"国补"范围和标准将调整 2. 索赔80亿美元！闻泰科技：必须夺回安世半导体 3. 索赔超23亿！吉利系公司指控欣旺达电芯存在质量问题 4. 豪掷2600万！ 扫地机器人巨头给全员发金子，或共超37斤 5. 网易发布公告：批准丁迎峰退休，继续担任公司顾问 6.男子"充25年会员退费难"，爱奇艺回应 7.苹果应用商店有App放高利贷，苹果客服：正核查处理 8.2nm时代来了！苹果高通联发科同期发布2nm芯片 今日头条 HEADLINE NEWS 要闻提示 NEWS REMIND 官方明确！明年"国补"范围和标准将调整 12月28日消息，据媒体报道，12月27日至28日，财政部部长蓝佛安在全国财政工作会议上表示，明年财 政将大力提振消费。深入实施提振消费专项行动，继续安排资金支持消费品以旧换新，调整优化补贴范围 和标准。这是再次确认2026年"国补"继续的同时，强调了"国补"范围和标准将优化调整。 事实上从2024年实施"国补"政策以来，"国补"的范围在持续优化调整。据官方相关文件，2024年"国 补"范围主要是汽车报废更新、冰箱等8类家电产品，2025年"国补"则明显扩围。其中，汽车报废更新支 ...

NVIDIA Corporation (NASDAQ:NVDA) is among the Growth Stock Portfolio: 12 Stock Picks By Ken Fisher.  NVIDIA Corporation (NVDA) Reorganizes Cloud Division, The Information Reports Thefly reported on December 23, 2025, that NVIDIA Corporation (NASDAQ:NVDA) revamped its cloud operations this week, withdrawing from direct competition with big cloud providers. It was claimed by Anissa Gardizy and Wayne Ma of The Information, citing sources and an internal document. More than two years ago, CEO Jensen Huang pr ...

12 月 27 日消息，科技媒体 The Information 于 12 月 24 日发布博文，报道称英伟达上周低调重组了其云 计算团队，这一动作被业界解读为公司正式退出了与亚马逊 AWS、微软 Azure 等云巨头的正面战场。 IT之家曾于 2023 年报道，英伟达黄仁勋推出超级计算机云租赁服务 DGX Cloud，试图构建独立的云生 态。然而，面对这一资本密集型市场，英伟达最终选择了务实回调。 英伟达推出 DGX Cloud 的初衷，是让企业能以更低门槛访问其顶级 AI 算力。但现实骨感，作为一家硬 件基因深厚的公司，英伟达在构建全球数据中心基础设施和软件生态方面遭遇了巨大阻力。与此同时， 该服务高昂的定价和复杂的集成难度，也让其难以从成熟的 AWS 手中抢夺客户。 消息称转型后的 DGX Cloud 将扮演全新角色：英伟达内部芯片的顶级测试场。与其在红海市场厮杀， 不如利用该平台来测试和优化自家的下一代 AI 芯片（如 Blackwell 系列）。 通过在内部云环境中模拟高负载 AI 工作流，工程团队能更快发现硬件瓶颈，从而加速产品迭代。这 种"内循环"策略，既避免了对外服务的运维压力，又直接反哺了核 ...

据多位知情人士及一份内部备忘录透露，两年多前，英伟达首席执行官黄仁勋曾提出愿景，计划打造一 项可与亚马逊云科技（AWS）抗衡的云计算服务；如今，英伟达已放弃与这类企业的直接竞争，并于 上周对公司云计算团队进行了重组。 知情人士称，上周发布的一份员工备忘录通报了此次重组计划，英伟达云计算部门负责人及数位相关高 管被调任新职，另有部分高管离职。 备忘录显示，2023 年从Meta加盟英伟达、直接向黄仁勋汇报的高管Alexis Black Bjorlin，计划在公司内 部调任新岗位。英伟达目前正将旗下数百人规模的云计算团队，并入由高级副总裁Dwight Diercks执掌 的工程与运营部门，Diercks同时也向黄仁勋汇报工作。 备忘录及该部门内部人士均表示，这支名为DGX Cloud的团队今后将优先满足英伟达工程师对自家芯片 的需求 —— 这些芯片主要用于开源人工智能模型的开发，不再以向外部企业客户销售云计算服务为核 心目标。 作为重组的一部分，英伟达较新推出的云计算服务DGX Cloud Lepton也将并入工程团队。该服务原本 旨在帮助云服务供应商，在英伟达运营的交易平台上挂牌出售闲置的英伟达服务器算力，但自 ...

亚马逊(AMZN.US)涨1.6%，报232.16美元。消息面上，美媒报道称，英伟达在公司CEO黄仁勋提出打造 能与亚马逊AWS竞争的云服务愿景两年多后，对其云业务战略进行了重大调整，放弃了与这些大型云 端公司正面竞争的计划。英伟达于上周重组了云团队，将其云业务的核心DGX Cloud并入了工程与运营 体系。此举表明英伟达的重心已从向外部企业客户销售云服务，转向满足公司内部研发对英伟达芯片的 需求。(格隆汇) （原标题：美股异动丨亚马逊涨1.6%，英伟达据报调整云业务战略放弃正面挑战AWS） ...

硬·AI 作者 | 赵雨荷 编辑 | 硬 AI 媒体报道，在英伟达首席执行官黄仁勋提出打造一家可与亚马逊云服务（Amazon Web Services， AWS）竞争的云服务愿景两年多之后，他已经放弃了与这些公司正面竞争的想法，并在上周对公司的云团 队进行了重组。 多位了解此次组织调整情况的人士以及一份内部备忘录披露了这一变化。这些人士对媒体表示，上周向部 分员工分享的这份重组备忘录中，对英伟达云业务部门负责人以及多名相关高管进行了重新分工，同时也 有一些人离开了公司。 根据备忘录，其中一位高管Alexis Black Bjorlin于2023年从Meta加入英伟达，并直接向黄仁勋汇报，目前 正在公司内部寻找新的岗位。英伟达将规模达数百人的云团队并入工程与运营组织，该组织由负责软件工 程的高级副总裁Dwight Diercks领导，Diercks同样向黄仁勋汇报。 备忘录及多位曾在该部门工作的人士对媒体称，这支被称为DGX Cloud的云团队，今后将主要服务于英 伟达工程师对英伟达芯片的需求，这些芯片用于开发开源AI模型，而不再把重点放在向外部企业客户销售 云服务上。 作为重组的一部分，英伟达较新的云服务DG ...

Global Market Overview - The Hang Seng Index closed at 25,802, up 0.43% for the day and 28.62% year-to-date [1] - The Shanghai Composite Index closed at 3,917, up 0.69% for the day and 16.87% year-to-date [1] - The Shenzhen Composite Index closed at 2,493, up 1.13% for the day and 27.35% year-to-date [1] - The US Dow Jones closed at 48,363, up 0.47% for the day and 13.68% year-to-date [1] - The S&P 500 closed at 6,878, up 0.64% for the day and 16.95% year-to-date [1] Sector Performance - In the Hong Kong market, materials, consumer staples, and energy sectors led the gains, while healthcare, conglomerates, and telecommunications lagged [3] - The Hang Seng Financial Index closed at 48,788, up 0.52% for the day and 38.85% year-to-date [2] - The Hang Seng Industrial Index closed at 14,047, up 0.41% for the day and 24.87% year-to-date [2] - The Hang Seng Real Estate Index closed at 17,759, down 0.08% for the day and 19.08% year-to-date [2] Capital Flows - Southbound capital recorded a net inflow of 3.13 billion HKD, with notable net purchases in SMIC, Xiaomi, and Tencent [3] - Major net sell-offs were observed in China Mobile, Alibaba, and Pop Mart [3] Economic Indicators - The People's Bank of China (PBOC) has kept the Loan Prime Rate (LPR) unchanged for seven consecutive months, with expectations of two rate cuts totaling 20 basis points in Q1 and Q3 of next year [3] - The Ministry of Commerce announced temporary anti-subsidy measures on dairy products imported from the EU [3] International Market Insights - The US stock market saw gains in materials, financials, and industrials, while consumer staples, information technology, and utilities underperformed [3] - Nvidia made significant adjustments to its cloud business strategy, focusing on internal demand for chips rather than external sales [3] - Tesla reached a new historical high during trading [3] Interest Rates and Commodities - US Treasury yields rose, with weak demand observed in the two-year bond auction [3] - The dollar index retreated, while gold, silver, and copper reached historical highs [3] - Oil prices increased due to the US blocking Venezuelan oil exports [3]

Key Takeaways NVDA is gaining ground in enterprise AI with growing adoption of DGX Cloud and CUDA-based solutions.MTSI is benefiting from data center upgrades and military demand for advanced RF and optical chips.AMD's MI300 series boosts its generative AI edge with strong cloud traction and 7 nm chip innovations.The bull run in equity markets in the outgoing year, following the tariff bloodbath, was largely driven by AI, with investors betting big on its inherent growth prospects. AI-based semiconductor ch ...

一家市值世界第一的5万亿美元公司，CEO亲自带36位高管，同时不安排固定一对一，敢这样管事的人不多。英伟达的一份内部名单显示，黄 仁勋的直管团队从去年的55人缩至36人，这背后是信息直达与效率极限的博弈。本文用一张「组织透视镜」，带你看清这36人的角色分工、黄 仁勋的管理逻辑，以及它对AI时代公司的启发。 黄仁勋直管36名高管，在科技圈内堪称异类。 相比之下，Meta的扎克伯格倾向于用约30人的「核心军团」管理公司日常，而且其中并非每个人都直接向他汇报。 埃隆·马斯克在特斯拉仅有19名直管下属，在他的新创公司xAI更是只有5人直接汇报。 黄仁勋为何敢于颠覆传统管理跨度的极限？ 当身高近两米的前NBA球星霍华德·赖特（Howard Wright）推开英伟达的会议室门，他不再是篮下护框者，而是黄仁勋麾下扶持全球1.9万家初创的 Inception负责人——同事们戏称的「最强壮的投资人」。 从球场到高通、英特尔、AWS，再到英伟达，这条跨界轨迹正是这家公司高管群像的缩影：出身各异，却被拉上同一条信息高速路，直接连到CEO。 在英伟达，这条高速路有一个激进的设置：黄仁勋以扁平化直管36位高管，鼎盛时甚至多达55位，规 ...

Core Viewpoint - The article discusses the evolving dynamics between hardware and software companies in the AI era, highlighting the competition between Nvidia and Google as a key indicator of future trends in the industry [4][8][20]. Group 1: Historical Context - The article outlines the historical shifts in the tech industry, noting how different eras have favored certain companies: Google and Facebook in the internet age, Microsoft and Amazon in the cloud computing era, and Apple in the mobile internet era [4][5][6]. Group 2: Nvidia's Position - Nvidia has achieved a dominant position in the GPU market, with over 95% market share in training GPUs and a gross margin exceeding 75% [10]. - The company has transformed from merely selling chips to offering a comprehensive AI software suite, enhancing its platform control [10]. - Nvidia's order backlog extends to 2026, indicating strong demand from major cloud providers like Microsoft and Amazon [10]. Group 3: Google's Capabilities - Google possesses a robust AI stack, including the foundational Transformer architecture and advanced models like LaMDA and Gemini [13]. - The company has developed its own chips (TPUs) that compete with Nvidia's offerings in training efficiency [13]. - Google's extensive data ecosystem, generated from services like Search and YouTube, provides a unique advantage that is difficult for competitors to replicate [13][15]. Group 4: Market Dynamics - The article suggests that the AI landscape is shifting from a focus on infrastructure (who has more GPUs) to creating real value through AI applications [17]. - Key indicators of this shift include the increasing homogeneity of models and the rising importance of inference costs [17]. - Google’s integrated approach allows it to leverage its existing user base and data, positioning it favorably in this new phase [19]. Group 5: Competitive Landscape - The boundaries between hardware and software companies are blurring, with Nvidia venturing into software and Google developing its own chips [22]. - The article emphasizes that the true competitive advantage lies in creating a cohesive ecosystem that integrates hardware and software [23]. - Investors are encouraged to consider the potential for continued infrastructure investment favoring Nvidia or the value realization phase favoring Google [25].