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Wind风控日报 | 山东经销商爆雷,比亚迪回应
Wind万得· 2025-05-28 22:44
// 今日关注 // 3、比亚迪回应山东经销商爆雷:盲目扩张并加杠杆运营导致 4、日本央行所持债券浮亏创新高,退出非常规货币宽松之路面临挑战 5、日本推出首部AI专门法,旨在防止滥用风险 6、三星提前停产MLC NAND引发抢货潮 // 宏观预警 // 1、张国清:构建平台经济良好生态,维护公平有序市场环境 国务院副总理张国清27日至28日在上海市调研促进平台经济健康发展和市场监管有关工作。他强调,要 全面强化市场监管领域治理能力,推动构建平台经济良好生态,维护公平有序市场环境。要遵循公开公 平原则制定平台规则,保障商户合法自主经营权,坚决遏制劣质低价等恶性竞争;坚持平台算法向上向 善,优化订单分配、即时配送等算法,保护各方正当权益;明晰平台收费标准,在确保收费合理透明的 同时,积极采取措施降低商户负担;规范直播电商行为,严格直播间运营者、电商主播资质管理,对恶 意比价、虚假宣传、刷单炒作等违法违规行为及时采取限流、停播、封号、纳入黑名单等措施,重拳整 治各种乱象。 2、财政部:1-4月国有企业利润总额同比下降1.7% 1、张国清:构建平台经济良好生态,维护公平有序市场环境 2、农行启动代销公募基金风险等级动 ...
三星提前停产MLC NAND引发抢货潮
news flash· 2025-05-28 01:56
Core Viewpoint - Samsung has decided to halt the production of MLC NAND flash memory earlier than expected, leading to a surge in demand as customers rush to stockpile supplies [1] Group 1: Company Actions - Samsung will only supply MLC NAND until June, indicating a significant reduction in availability [1] - The company is raising prices in an attempt to dissuade customers from over-purchasing [1] Group 2: Industry Impact - LG Display, another South Korean company, is unable to secure supplies from Samsung and is actively seeking alternative suppliers [1] - The market is expressing concerns over potential supply shortages due to Samsung's decision, prompting aggressive stockpiling by other companies [1]
小米卢伟冰:SU7发布这么久没对手,一个能打的都没有;谷歌回应在AI搜索里塞广告:用户觉得有用;夸克健康大模型通过副主任医师考试
雷峰网· 2025-05-28 00:26
Group 1 - The "2025 Elite Internship Program" launched by Industrial Bank aims to provide internship opportunities for high-net-worth clients' children, requiring a minimum deposit of 10 million yuan for new clients and 5 million yuan for existing clients [4][6] - The program faced backlash and was suspended due to misunderstandings in its promotion, with the bank apologizing for the confusion [6][4] Group 2 - Xiaomi Group reported a record revenue of 111.3 billion yuan for Q1 2025, a year-on-year increase of 47.4%, with adjusted net profit rising by 64.5% to 10.7 billion yuan [8][9] - The smart electric vehicle segment generated 18.1 billion yuan in revenue, contributing to a total of 18.6 billion yuan for the innovative business segment [8][9] - The delivery of the Xiaomi SU7 series reached 75,869 units in Q1 2025, with a total delivery exceeding 258,000 units [8] Group 3 - Deep Blue Automotive faced criticism for advertising to 480,000 old car owners without consent, leading to an apology from the CEO who admitted the decision was his fault [10][9] - The CEO promised not to use intrusive advertising methods in the future after acknowledging the negative impact on user experience [10] Group 4 - Geely's chairman Li Shufu emphasized the company's stance against price wars, advocating for value-based competition and sustainable growth in the automotive industry [13][12] - He highlighted the importance of foundational skills in the automotive sector, referencing Geely's acquisitions of established brands like Volvo [13] Group 5 - The competition in the Chinese food delivery market has led to a combined market value loss of approximately 100 billion USD for Meituan and JD.com [15][14] - Both companies have seen their stock prices drop over 30% since last October, reflecting the high costs of their aggressive market strategies [15][14] Group 6 - Long-term plans for Changan Automobile's high-end electric vehicle brand Avita indicate that 59% of its users come from traditional luxury brands like BBA (Benz, BMW, Audi) [19][18] - Changan plans to invest over 200 billion yuan in new energy and smart vehicle technologies, aiming for significant advancements in the automotive sector [19] Group 7 - Meta's Llama AI team has experienced significant talent loss, with 11 out of 14 core members leaving for competitors, raising concerns about the company's ability to retain top AI talent [25][26] - The company is facing internal challenges and has delayed the launch of its most powerful AI model due to performance concerns [25] Group 8 - Google has started integrating ads into its AI search results, claiming they provide useful connections for users, despite concerns about potential misleading information [27][28] - The company reported 72.5 billion USD in ad revenue, with expectations for growth as advertising expands into new areas [27] Group 9 - Volvo Cars announced plans to cut 3,000 jobs as part of a restructuring effort to address high costs and declining demand for electric vehicles [28][29] - The company is facing significant financial challenges, reporting a net loss of 670.9 billion yen (approximately 35.5 billion yuan) for the fiscal year [28][29]