网传B站视频将全面会员制，官方辟谣称不实并追责。 整理 ｜晨曦 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 近日，杭州、西安等多地网友发文称，蜜雪冰城已开始售卖早餐。11日，记者通过蜜雪冰城官方小程序进行查询，定位到杭州 某门店，发现点单界面新增了"早餐系列"，涵盖早餐五红奶、早餐五黑奶、早餐玉米奶以及早餐椰椰奶4款产品，售价均为5 元。门店工作人员称，早餐是上月底上新的，目前只有早餐奶和面包，套餐价为7.9元，面包为某品牌的成品，共有3款。（ 封 面新闻、钱江视频 ） 美国众议院有关弹劾总统特朗普的动议经表决后被搁置 当地时间12月11日，美国众议院以237票赞成、140票反对的投票结果，搁置了得克萨斯州国会众议员阿尔·格林提出的弹劾美国 总统唐纳德·特朗普的动议。 所有共和党议员都投票支持这项所谓的"搁置动议"，而尽管许多众议院民主党议员私下里认为特朗普不应该继续担任总统，或 者应该被弹劾，但他们大多不愿推进这项决议。（央视新闻） 喜茶一年关店超600家引发热议 B站辟谣观看所有视频均需会员，将追究造谣者法律责任 12月11日，一张网传截图称，自2026 ...

Group 1 - Bilibili refutes rumors that all videos will require a membership to watch starting March 1, 2026, and will pursue legal action against the rumor spreaders [2] - Mixue Bingcheng has launched a breakfast set priced at 7.9 yuan, which includes breakfast milk and bread, with the breakfast series now available in several cities [2] - The U.S. House of Representatives voted 237 to 140 to table the impeachment motion against President Donald Trump, with all Republican members supporting the motion [3] Group 2 - Heytea has closed over 600 stores, with a net decrease of 680 stores from October 2024 to October 2025, resulting in a total of 3,930 stores [3] - Renowned artist Fan Zeng announced a new company with his wife and severed ties with his daughter and stepson [5] - LV's Dog Lvers series features a luxury dog travel case priced at approximately 500,000 yuan, showcasing high-end pet products [4] Group 3 - Apple has introduced a free three-hour delivery service for select products in mainland China, with additional shipping fees for other items [6] - The price of mercury thermometers has surged due to a buying spree, with prices ranging from 10 to over 50 yuan per unit [6] - Xiaomi is set to launch its first self-produced central air conditioning unit, marking a new milestone for its home appliance segment [6] Group 4 - Elon Musk confirmed that SpaceX plans to go public next year, aiming to raise several billion dollars [7] - The "Jiutian" drone successfully completed its maiden flight, showcasing significant advancements in China's large UAV technology [7] - Coca-Cola's COO Henrique Braun has been elected as the new CEO, effective March 31, 2026 [8] Group 5 - The EU is considering postponing the ban on new internal combustion engine vehicles by five years, allowing plug-in hybrids and range-extended vehicles to continue sales under certain conditions [9] - The UN has launched its first "Decade of Sustainable Transport" initiative, focusing on various key areas to promote sustainable transportation [9] Group 6 - Apple won a partial appeal in the Epic Games antitrust case, with a court ruling modifying previous orders but maintaining most of the contempt findings [10] - Lululemon's CEO Calvin McDonald will step down on January 31, 2026, after a year of underperformance [10] - The "Yingshi Piyun" team has entered Alibaba's international platform, utilizing AI to expand overseas business [11] Group 7 - Huawei, Alipay, and China Mobile Internet have signed a cooperation agreement to develop an AI + 5G communication ecosystem [12] - Samsung is recruiting engineers to prepare for the production of Tesla's AI5 chip in the U.S., indicating rapid progress in the project [12] - Trump suggested that any Warner Bros. deal should include CNN, hinting at potential complications for Netflix's acquisition plans [13] Group 8 - The installation of the Harmony version of WeChat has exceeded 27 million, now supporting various key features [13] - Kuaishou has announced new incentives for individual creators, offering cash rewards for high-quality series [13] - Google may face fines from the EU for violations related to Google Play, with potential penalties expected in Q1 2026 [14] Group 9 - JPMorgan will provide a special allowance of up to $1,000 to employees earning less than $80,000 annually [14] - The market value of Pizaihuang has evaporated by 188.9 billion yuan from its peak, with its stock price down over 60% since December 2021 [15] - Switzerland is investigating Apple's access to NFC functionality on devices, assessing potential antitrust concerns [15] Group 10 - The company "Yolun Intelligent" has completed a $5 million angel round of financing, focusing on the development of intelligent control systems [25] - "Kuaikua Jingling" has completed a new round of financing, with the agreement signed recently [26] - "Syneron Bio" has secured nearly $100 million in A and A+ rounds of financing to enhance its drug development capabilities [27]

OpenAI 宣布紧急状态：放弃 AGI 梦想，全力拯救 ChatGPT 12 月 10 日，OpenAI 首席执行官 Sam Altman 宣布公司进入「红色警报」状态，暂停所有其他项目，全力以赴拯救 ChatGPT。 自从谷歌的「Nano Banana」模型意外走红以来，AI 领域的竞争局势发生了翻天覆地的变化。曾被认为慢半拍的谷歌，最近在 AI 技术上取得了显著进 展，并凭借 Gemini 3 模型在业内评测中超越 OpenAI，引发广泛关注。OpenAI 此时不得不重新审视自己的战略，因为失去市场份额的风险变得越来越明 显。 在这种紧迫的情况下，Altman 决定暂时放弃通用人工智能（AGI）的宏伟梦想，转而专注于迎合用户需求。他在备忘录中明确表示：「更好地利用用户 信号」，意味着 ChatGPT 必须向用户的偏好倾斜，以确保其不可替代性。尽管这种做法可能导致模型失去客观性，但面对谷歌的强劲竞争，OpenAI 似乎 别无选择。Altman 决定重启此前的训练方法，以便在重要的评测榜单上重新夺回领先地位。 本周，OpenAI 即将发布 GPT-5.2 模型，高管们希望借此在编程和商业客户中扭转局面。然而 ...

（原标题：蓝思科技开拓AI算力；小米回应进军AI教育传言丨新鲜早科技） 阿里云发布函数计算AgentRun 阿里云发布函数计算AgentRun。据介绍，这是一款一站式Agentic AI基础设施平台，将Serverless的特性 与AI原生应用场景深度融合，帮助企业实现成本与效率的优化，平均TCO降低60%。 豆包手机二手价被炒到3.6万元 近日，豆包和中兴旗下努比亚合作开发的AI手机努比亚M153技术预览版工程机，引发市场关注。由于 官方购机F码（优先购买资格）的最迟购买期限已于12月7日截止，如今无法通过购买F码在官方渠道购 机，所有购机需求全面转向二手机交易。受此影响，该机型在闲鱼上价格持续攀升。12月10日，智通财 经查阅闲鱼平台发现，这款手机大部分全新未拆封版本报价3999到4999元不等，最高报价36000元。平 台上还衍生出日租金50至79元不等的短期租赁业务。 苹果闪送官宣iPhone免运费 Apple已于12月10日开始在中国内地正式推出免费的三小时快送服务（针对部分产品）。对于现货商 品，当顾客在Apple Store在线商店或Apple Store app为部分订单（仅限某些地址）选择三 ...

华为上新！带来四大首发黑科技 除此之外，针对所有订单，顾客均可享免费送货服务，部分订单也可供顾客亲自到店取货。 来源：第一财经 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 Apple已于12月10日开始在中国大陆地区正式推出免费的三小时快送服务（针对部分产品）。 对于现货商品，当顾客在 Apple Store 在线商店或 Apple Store app 为部分订单（仅限某些地址）选择三小时快送服务这个更快的送货方式时，iPhone、 iPad、Apple Watch、Macbook Pro、Macbook Air 或 AirPods 的产品可享免费配送，其余产品需另付45元运费。具体以结账页面信息为准。 398.24亿元！阿里重大发布 ...

2025.12. 10 微信编辑 | 夏木 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com 本文字数：307，阅读时长大约1分钟 A pple已于12月10日开始在中国大陆地区正式推出免费的三小时快送服务（针对部分产品）。 对于现货商品，当顾客在 Apple Store 在线商店或 Apple Store app 为部分订单（仅限某些地址）选 择三小时快送服务这个更快的送货方式时，iPhone、iPad、Apple Watch、Macbook Pro、Macbook Air 或 AirPods 的产品可享免费配送，其余产品需另付45元运费。具体以结账页面信息为准。 除此之外，针对所有订单，顾客均可享免费送货服务，部分订单也可供顾客亲自到店取货。 （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 银行国资轮番下场卖房 | | LBLASA | A 10 10 11 10 11 1 | STORE OF LATE BE ...

除此之外，针对所有订单，顾客均可享免费送货服务，部分订单也可供顾客亲自到店取货。 值得注意的是，预定快送服务必须在当天上午10:00至晚上20:30之间下单并完成支付。某些产品或送货 地址可能无法选择快送服务，具体以结账页面信息为准。另外，上述送货时间仅为快递公司基于过往物 流数据预估得出。如遇恶劣天气、高峰时段及其他特殊情况，送货可能会有延迟。请以订单实际送货时 间为准。 凤凰网科技讯 12月10日，据苹果官网消息，Apple已于12月10日开始在中国大陆地区正式推出免费的三 小时快送服务（针对部分产品）。 对于现货商品，当顾客在Apple Store在线商店或Apple Store app为部分订单（仅限某些地址）选择三小 时快送服务时，iPhone、iPad、Apple Watch、Macbook Pro、Macbook Air或AirPods的产品可享免费配 送，其余产品需另付45元运费。具体以结账页面信息为准。 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the **AI data center** industry in the **United States**, highlighting the significant increase in electricity demand due to the rapid growth of companies like **OpenAI** and the expected rise in AI-related electricity consumption to **13%** of total electricity usage by **2030** [1][11]. Core Insights and Arguments - **Electricity Demand Growth**: AI-related electricity consumption is projected to reach nearly **700 terawatt-hours** annually by **2030**, with an annual growth rate increasing from **2%** to **5%**, necessitating an additional **200 terawatt-hours** of electricity each year [1][11]. - **Supply Solutions**: The U.S. is addressing electricity supply challenges primarily through **gas turbines**, **solar power**, and **energy storage** solutions. The combination of solar and storage is identified as the fastest and most flexible method to meet data center electricity needs while promoting sustainability [1][3]. - **Market Potential for Energy Storage**: The market potential for data centers equipped with energy storage systems is substantial, with an estimated **100 to 200 gigawatt-hours** of new market capacity expected based on a **30%** integration ratio of the **50 gigawatt-hours** installed capacity in **2025** [1][5]. - **Cost Competitiveness of Solar and Storage**: The cost of electricity from solar and storage is approximately **5 cents per kilowatt-hour**, which can drop to **3 cents** with the **Investment Tax Credit (ITC)**, making it economically attractive and aligned with tech companies' zero-carbon goals [1][12]. Additional Important Insights - **Regional Price Disparities**: There are significant differences in industrial electricity prices across U.S. states, with new data centers favoring low-cost regions like **Texas** and **New Mexico**. However, these areas experience high volatility in wholesale prices [1][4][13]. - **Emerging Trends in Energy Storage**: The adoption of **low-voltage direct current (DC)** architecture in energy storage applications is becoming a trend, enhancing efficiency and extending the lifespan of GPUs in data centers [1][6][17]. - **Investment Opportunities**: Investors are encouraged to focus on strong companies with established market presence in the U.S., such as **Sungrow**, **CATL**, and **Huawei**, as well as emerging firms like **Xingwangda** and **Zhongchuang** [1][9][30]. - **Future of Energy Generation**: The U.S. energy generation mix has remained stable over the past decade, with natural gas accounting for **43%** of generation. However, significant retirements of coal plants and the rise of renewables are expected to reshape the landscape [1][10]. Market Outlook - **U.S. Energy Storage Market Growth**: The U.S. energy storage market is projected to grow significantly, with an expected **50 gigawatt-hours** of installed capacity in **2025**, reflecting a **40%** year-on-year increase [1][25]. - **AI-Related Storage Demand**: By **2030**, the demand for AI-related energy storage could reach **250-300 gigawatt-hours**, with potential increases if green electricity supply ratios rise [1][26][29]. - **Chinese Manufacturers' Opportunities**: Chinese battery manufacturers and system integrators are well-positioned to benefit from the U.S. AI storage market's unexpected growth, despite existing trade barriers [1][29]. This summary encapsulates the critical insights and projections regarding the U.S. AI data center and energy storage market, highlighting the implications for industry stakeholders and potential investment opportunities.

Core Viewpoint - Apple is positioned as a leading technology company with a strong market presence, particularly in the smartphone sector, and is diversifying its business into various services and AI technologies [1][3][4]. Group 1: Company Overview - Apple, co-founded by Steve Jobs, is a major player in the tech industry, particularly known for its iPhone, which holds over 50% market share in the US smartphone market [1]. - The company also excels in hardware products like Macbook Pro, Macbook Air, and Airpods, while expanding into services such as Apple Music, iCloud, and Apple Pay [1]. Group 2: Financial and Strategic Developments - Apple secured a tariff exemption by committing $600 billion to domestic manufacturing investments, which helped mitigate the impact of tariffs imposed by the US government [2]. - The Services segment has seen over 400% growth in the past decade and continues to grow at a double-digit rate, with Apple Pay being a significant contributor to future growth [3]. Group 3: AI and Technological Advancements - Despite a mixed reputation for its Siri assistant, Apple is actively acquiring AI startups and has partnered with OpenAI to integrate ChatGPT into its ecosystem, indicating a strong commitment to AI development [4]. Group 4: Financial Health - Apple boasts a robust balance sheet with over $50 billion in cash, enabling share buybacks and strategic investments in AI [6]. Group 5: Market Sentiment and Technical Analysis - Recent trading activity shows significant buying of out-of-the-money AAPL calls, reflecting high confidence among investors regarding future stock price increases [9]. - Technical analysis indicates a potential long-term price reversal pattern, suggesting that AAPL shares may reach new all-time highs by early 2026 [7]. Group 6: Overall Market Position - The combination of tariff exemptions, the upcoming new iPhone, and a rapidly growing services business positions Apple favorably for bullish market sentiment [12].

阿里市值现在又等于两个拼多多了。 受 AI 相关利好推动，年初至今阿里美股股价已上涨超 62 %，公司今日的市值（前一日收盘 3300 亿美元，27 日开盘后大约 3240 亿美元）约等于两个拼多多（前一日收盘 1663 亿美元，27 日开盘 后大约 1630 亿美元），五个京东（616 亿美元）。 国内电商的竞争格局没有大的变化，前三名分别是阿里、拼多多、抖音，京东稍有掉队降至第四 名。几家公司继续在它们擅长的品类上与淘天集团争夺份额，淘天则希望扶持优质品牌和商家在站 内站外做增长。在管理层宣布未来资本开支超过去十年总和后，资本市场此刻更愿意把阿里视作一 家 AI 公司，而非传统电商零售公司。 阿里的电商对手们对 AI 的态度不一，抖音电商希望增加用户覆盖和直播电商规模，增加搜索产生 的 GMV ，暂未提及如何用 AI ；京东两年前就开发了大模型言犀 AI，此刻更多关注美团，想在外 卖和即时零售赛场上与美团开战。 苹果官方旗舰店接入国补，比拼多多更便宜。 继华为、小米、OPPO 等四十多家国内外手机品牌官方下场参与国补后，苹果近期也调整策略，其 线上天猫官方店铺已接入北京国补，售价 6000 元以内的多款产 ...