美国参院两党议员4日提出一项法案，旨在将现行对先进半导体的出口管制措施正式立法，要求行政部 门未来至少30个月内拒发任何先进芯片出口至中国大陆、俄罗斯等国家的许可。此举可能导致英伟达无 法向中国大陆出口其先进AI芯片；AMD与Google的芯片也将受到规范。 这项被称为《安全芯片法案》（SAFE Act）的提案，要求美国商务部在未来两年半内，停止核发高于 现有许可性能标准的芯片出口许可。 SAFE法案提出的时机，恰巧发生在英伟达执行长黄仁勋与参院银行委员会共和党议员闭门会谈的隔 天，该委员会负责出口管制政策。黄仁勋前一天也和美国总统川普私下会面，他表示双方讨论出口管制 议题，但未透露细节。 法案获参议院外交委员会跨党派议员支持，被视为维持美国在人工智能领域对中国优势的关键举措。 这也对英伟达构成新挑战，该公司一直在游说川普政府与国会放宽出口限制，以维持其在中国AI芯片 市场的领先地位。此项法案提出前一天才传出，英伟达才刚成功游说国会暂缓另一项出口管制法案 GAIN AI Act（保障国家人工智能获取与创新法案）。 目前川普政府正评估是否允许英伟达对中国销售H200芯片。若同意放行，将显著偏离自2022年起实施 ...

Group 1 - Pang Donglai is recruiting top talents under the age of 50 with a minimum annual salary of 1 million yuan and at least 60 days of paid leave [4][8] - Tasting responded to media reports about store closures, stating that the data was inaccurate and confirmed they have 11,124 operating stores as of November 2025 [8][9] - iRobot is facing a liquidity crisis and owes over 3.5 billion yuan to its Chinese supplier, Shenzhen Shanchuan Robotics, with a total cash and cash equivalents of only 24.8 million dollars [10][11] Group 2 - Meta has formed a new design team led by former Apple VP Alan Dye to focus on next-generation AI glasses and wearable devices [12] - Midea Group announced its humanoid robot strategy, which includes humanoid, super-humanoid robots aimed at achieving high efficiency and low costs [14] - Logitech's CEO reported a turnaround in the Chinese market with over 20% business growth for three consecutive quarters, emphasizing the integration of AI into existing products [16] Group 3 - Netflix has agreed to acquire Warner Bros. Discovery's film and streaming business for 72 billion dollars, significantly impacting Hollywood's power dynamics [11] - AMD has received permission to export certain MI 308 chips to China, preparing to pay a 15% tax to the U.S. government [11] - The global smart vacuum cleaner market saw a shipment increase of 18.7% year-on-year in the first three quarters of 2025, with Chinese manufacturers dominating the top five positions [28]

SAFE法案提出的时机，恰巧发生在英伟达执行长黄仁勋与参院银行委员会共和党议员闭门会谈的隔 天，该委员会负责出口管制政策。黄仁勋前一天也和美国总统川普私下会面，他表示双方讨论出口管制 议题，但未透露细节。 法案获参议院外交委员会跨党派议员支持，被视为维持美国在人工智能领域对中国优势的关键举措。 美国参院两党议员4日提出一项法案，旨在将现行对先进半导体的出口管制措施正式立法，要求行政部 门未来至少30个月内拒发任何先进芯片出口至中国大陆、俄罗斯等国家的许可。此举可能导致英伟达无 法向中国大陆出口其先进AI芯片；AMD与Google的芯片也将受到规范。 这也对英伟达构成新挑战，该公司一直在游说川普政府与国会放宽出口限制，以维持其在中国AI芯片 市场的领先地位。此项法案提出前一天才传出，英伟达才刚成功游说国会暂缓另一项出口管制法案 GAIN AI Act（保障国家人工智能获取与创新法案）。 这项被称为《安全芯片法案》（SAFE Act）的提案，要求美国商务部在未来两年半内，停止核发高于 现有许可性能标准的芯片出口许可。 美AI芯片出口管制法案比一比 另一方面，AMD执行长苏姿丰4日表示，AMD的一部分的MI 308 ...

Group 1: Industry Overview - AMD has received permission to export certain MI 308 chips to China, indicating a potential easing of AI chip export restrictions by the U.S. government, which may benefit domestic AI applications and reduce concerns over an investment bubble in AI [3] - The World Gold Council (WGC) forecasts a 15% to 30% increase in gold prices by 2026, driven by declining U.S. Treasury yields, heightened geopolitical risks, and strong demand for safe-haven assets, suggesting a favorable outlook for the precious metals sector [3] Group 2: Advanced Manufacturing - In November 2025, 24,000 new energy heavy trucks were added, marking a 40% month-over-month increase and a 176% year-over-year increase, setting a new monthly sales record. Cumulatively, 161,000 units were sold from January to November, reflecting a 189% year-over-year growth, indicating sustained high growth rather than a temporary spike [6] - Key regions such as Shanghai and Shanxi are leading in new energy heavy truck sales, with Shanghai representing port and urban distribution scenarios, while Shanxi, Hebei, and Sichuan are significant for resource transportation. The growth is expected to expand as infrastructure and supportive policies develop [6] Group 3: Consumer Sector - Recent trials by brands like Mixue Ice City and Gu Ming in various cities for breakfast dairy products at a price point of 5 yuan indicate a strategic entry into the breakfast market, which is valued at approximately 1.7 trillion yuan, with the external breakfast segment growing at 8-10% annually [8] - The breakfast market presents a significant opportunity, particularly for chain tea and coffee brands leveraging existing store networks and supply chains to capture market share in this new segment, potentially driving same-store sales growth [8]

公众号记得加星标⭐️，第一时间看推送不会错过。 AMD首席执行官苏姿丰周四表示，该公司已获得向中国出口部分 MI 308 芯片的许可，如果向中国 出口这些芯片，AMD 准备向美国政府缴纳 15% 的税款。 苏姿丰是在旧金山举行的由科技杂志《连线》主办的会议上发表上述言论的。 美国总统唐纳德·特朗普在 8 月份表示，他的政府已与英伟达和AMD达成协议，根据该协议，这两家 公司可以恢复向中国出口部分芯片，但需支付 15% 的费用。 Instinct MI308 的具体规格尚未最终确定；然而，根据我们掌握的信息，考虑到其符合美国出口管制 规定，其规格可能与 NVIDIA 的 H2O AI 加速器类似。不过，主要原因在于这对 AMD 而言是一项 进步，因为 NVIDIA 目前被排除在中国 AI 市场之外，而且该公司在获取 H2O 出口许可证方面也遭 遇了延误。此外，NVIDIA 的技术栈在中国也面临着来自中国政府的阻力，这使得 AMD 在中国 AI 市场仅略占优势。 AMD并未将MI308的销售额计入其第四季度营收预期，这表明中国市场的未来仍存在不确定性。由 于北京方面完全专注于国内解决方案，除非出现突破性进展（而这 ...

AMD首席执行官苏姿丰表示，公司已获得向中国出口部分MI 308芯片的许可，如果出口这些芯片，公司准备向美国政府缴纳15%的税款。特朗普8月表示，其政府已与英伟达和AMD达成协议，二者可恢复向中国出口部分芯片，但需支付15%的费用。外汇交易员 (@myfxtrader):特朗普暗示，他可能会允许英伟达在中国销售下一代先进GPU芯片Blackwell的减配版。特朗普也证实要求英伟达和AMD向美国政府上交在华销售收入的15%，并称自己原本希望获得20%，最终双方达成“交易”，敲定在15%。 ...