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智谱AI解散60余人产研中心?回应称调整涉及十余人;山姆因销售不合格滑板车、儿童产品被罚;小红书回应商家能看到下单人主页丨邦早报
创业邦· 2025-10-18 01:08
【智谱 AI 辟谣部门解散,称公司组织调整涉及十余人】 10 月 17 日,针对公司组织调整与部门解散消息,智谱 AI 回应称:目前公司涉及产品和研发相 关部门运转正常,组织调整涉及人员十余人。一位接近智谱 AI 方式人士对记者表示,此次调整主要围绕 MaaS 战略转型展开。 10 月 17 日有消息称, 智谱 AI 在 9 月底进行了一次大幅度的组织调整,其中涉及公司商业化部门旗下的产研中心, 60 余人规模的团队被整体解散。这一决定发生在公司准备 上市、同时面临 ToC 与政企业务战略平衡的关键时刻。(第一财经) 【山姆因销售不合格滑板车、儿童产品被罚】 近日,山姆 ( 上海 ) 超市有限责任公司因销售不合格 FILA 牌滑板车、兰精天丝儿童三件套,分别被上海市 青浦区市场监督管理局罚没 0.8 万余元、 1.1 万余元。(红星新闻) 完整早报音频,请点击标题下方小耳机收听 【"高端零食第一股"易主生变,良品铺子回应"一股两卖"】 10 月 16 日晚间,良品铺子发布公告称,控股股东宁波汉意及其一致行动人与武汉长江国际 贸易集团有限公司(下称"长江国贸")签署的《股份转让协议》因生效条件未全部成就,已于 ...
Stocks rip higher after Friday's tariff sell-off, why the US-China trade conflict 'isn't going away'
Youtube· 2025-10-13 21:24
Market Overview - US stocks rebounded significantly after President Trump softened his stance on China tariffs, with the Dow up nearly 500 points and the S&P 500 gaining 1.4% [1][11] - The NASDAQ saw a notable increase of over 2%, marking its best day since May following a poor performance the previous Friday [1][11] - Small-cap stocks outperformed, rising 2.76%, indicating a bullish sentiment across the market [1] Sector Performance - Technology stocks led the gains, particularly semiconductor companies, with Broadcom's stock rising 9% following news of a partnership with OpenAI [1][3] - Consumer discretionary and materials sectors also performed well, while healthcare and staples were the only sectors in the red [1] - The US dollar index saw a slight increase of 0.3% [1] Trade Relations and Economic Outlook - Analysts suggest that the recent US-China trade tensions may not significantly disrupt market momentum, emphasizing the importance of focusing on economic cycles rather than headlines [1][2] - The average tariff rate for the US has risen to approximately 15%, with potential increases bringing it closer to 20% if new tariffs are implemented [4] - Despite trade tensions, US GDP growth is projected at 2.1% for this year and 2.3% for next year, driven by consumer resilience and AI investments [4] AI and Technology Developments - OpenAI has partnered with Broadcom to co-develop custom AI chips, with a deal involving up to 10 gigawatts of power, which could potentially support around 20 million homes [3] - The AI sector is viewed as a booming opportunity rather than a bubble, with significant earnings growth observed in major tech companies [2][3] - Tesla's stock is also benefiting from AI developments, with analysts highlighting its potential as a disruptive force in the automotive industry [6][7] Investment Strategies - Investors are advised to focus on sectors that may benefit from rising unemployment, such as financials and homebuilders, as these areas could see improved performance in a low-rate environment [2][4] - JP Morgan announced a $10 billion investment plan targeting key industries essential for national defense and resiliency, indicating a long-term commitment to strategic sectors [5]
特斯拉陶琳:上海超级工厂已开始四季度爬产
Ju Chao Zi Xun· 2025-10-13 13:05
特斯拉全球副总裁陶琳日前在微博发帖称,近日上海超级工厂已经开始了四季度爬产。 陶琳还表示,2025年第三季度,特斯拉全球共交付了49.7万辆新车,创下季度交付新纪录。 10月3日,特斯拉公布2025年第三季度运营亮点:全球汽车交付量约49.7万辆,创单季历史纪录;其中 全新Model Y L正式启动交付。至此,特斯拉全球累计车主突破800万,Model 3单一车型全球销量超300 万辆。 ...
中国汽车供应链:拆解分析-谁能成为低成本 Model 3Y 的供应商-China Auto Supply Chain_ Breaking up the whole into parts_ who could be the suppliers for the lower-cost Model 3_Y_
2025-10-13 01:00
ab 9 October 2025 Tesla rolled out lower-cost Model 3/Y Tesla introduced a more affordable version of its Model 3/Y SUV priced at US$36,990/US $39,990, featuring simplified interiors and exteriors, fewer amenities, and a reduced range. The lower-cost Model 3/Y can be ordered immediately, deliveries are scheduled to begin in November. Production will start at Tesla's US plant first, with manufacturing at the Shanghai plant anticipated to launch in Q126. We believe the launch of the lower- cost Model 3/Y coul ...
Will the Long-Range Model Y+ Help Tesla Catch Up in China?
ZACKS· 2025-10-10 17:01
Key Takeaways Tesla's China deliveries have been pressured by fierce local competition and ongoing price cuts.Model Y accounted for about 70% of Tesla China's local sales, boosted by new variants like the Model Y L.The new Model Y targets up to 800 km range to help Tesla regain ground in China's crowded EV market.Once the undisputed electric vehicle (EV) leader in the world’s largest EV market, Tesla (TSLA) is now under pressure from homegrown rivals. As competition intensifies and price wars deepen, Tesla ...
特斯拉(TSLA.US)中国批发销量止跌回升:9月同比增长2.8%至90812辆
智通财经网· 2025-10-10 11:18
在全球范围内,这家电动汽车制造商以创纪录的季度交付量超出了分析师的预期,因为 9 月底美国对电 动汽车的税收抵免政策到期,引发了抢购热潮。 它推出了长期承诺的经济型 Model Y 和 Model 3 车型,这些车型的交付计划将于 12 月至 1 月期间在许 多地区开始。但尚未给出中国的交付日期。 为了应对全球最大汽车市场的日益严峻挑战,特斯拉于 8 月推出了六座版的 Model Y L——其畅销车型 Model Y 的长轴距版本。该新款车型的交付工作于 9 月开始。 智通财经APP获悉,特斯拉中国 9 月份批发销量同比增长 2.8%,达到 90,812 辆,结束了两个月的下滑 态势。此前,其新款六座车型已在中国开始交付。特斯拉位于上海的工厂生产的 Model 3 和 Model Y 车 型(包括出口到欧洲和其他市场的车辆)的销量较 8 月份增长了 9.2%。 此前,有消息称这家美国汽车制造商在本月其在欧洲的销量也出现部分回升。特斯拉中国制造的电动汽 车也已于上个月开始向印度交付。特斯拉在第三季度交付了 241,890 辆中国制造的电动汽车,这是有记 录以来的第四高。 ...
假期经济谨慎乐观
Zhao Yin Guo Ji· 2025-10-10 10:57
Macro Overview - The report indicates a cautious optimism regarding China's holiday economy, with moderate growth in consumption during the National Day holiday. Key trends include strong performance in green, smart, and experiential consumption [2][4] - Despite recent relaxations in real estate policies in first-tier cities, the real estate market remains weak, with a significant year-on-year decline in new and second-hand housing sales [3][6] - The report anticipates that core CPI and PPI growth will rebound, alleviating deflationary pressures, with liquidity conditions expected to remain loose for at least the next two quarters [2][7][8] Internet Sector - The online travel agency (OTA) sector shows resilience, with keywords "quality" and "long-distance travel" indicating strong demand. Long-distance travel bookings on Ctrip increased by 3 percentage points year-on-year [28][30] - During the holiday, Alibaba's Fliggy reported a 14.6% year-on-year increase in average transaction value, while Tongcheng Travel noted nearly 100% growth in outbound group travel bookings [28][31] - The report maintains a "buy" rating for Ctrip (TCOM US) and Tongcheng Travel (780 HK) based on these positive trends [28] Consumer Discretionary - The report expresses a cautious outlook for retail sales growth during the 2025 National Day holiday, attributing potential risks to high base effects from 2024, lack of government subsidies, and ongoing macroeconomic pressures [32][35] - The report highlights a preference for consumer downgrade themes and high-dividend stocks, with concerns over profit margin pressures due to increased competition and discounting [32][35] Automotive Sector - The report notes a significant divergence in sales during the National Day holiday, with new energy vehicles (NEVs) outperforming traditional fuel vehicles. The introduction of popular NEV models is expected to drive order growth [6][32] - The forecast for national passenger vehicle retail and wholesale sales in 2025 has been slightly raised, reflecting better-than-expected sales in Q3 and potential pre-purchase demand for NEVs [6][32] Real Estate Sector - The report indicates that the effectiveness of real estate policies is diminishing, with a notable decline in sales volume for new and second-hand homes during the holiday period [3][6] - The report anticipates that further easing measures may be necessary to stimulate housing demand, as sales data remains weak despite policy support [3][6] Selected Stocks - The report identifies several preferred stocks, including Luckin Coffee (LKNCY US), Guoquan (2517 HK), Green Tea Group (6831 HK), Jiumaojiu (9922 HK), Li Ning (2331 HK), Bosideng (3998 HK), and JS Global Life (1691 HK) [33][41]
车企早已不再试探!十一车市加速放量,经销商“花式”让利抢客
Bei Jing Shang Bao· 2025-10-08 23:59
今年国庆中秋假期前,从新能源到燃油、从经济型到豪华级,车市迎来一波产品集中上新。据不完全统 计,今年9月国内车市将有超70款新车被密集投放,包括上市、亮相、预售。在国庆中秋假期期间,新 车集中到店并被摆在各大门店C位,为今年"十一"车市成功引流。 国庆中秋假期期间,特斯拉上新的Model Y L成为门店"明星"。"国庆中秋假期到店的消费者最关注的就 是Model Y L,假期前三天超六成消费者均是来咨询、试驾、下订Model Y L。"一位特斯拉门店销售人 员表示,由于假期内咨询和试驾需求增多,店里也采取分时段预约试驾的方式,以更好地满足消费者需 求。 车企上新不仅成功为门店引流,更拉动了订单攀升。"现在订购i6车型,预计要等13周以上才能提到 车,具体车型颜色还需要再查询,您可以先试驾体验一下。"10月7日,在北京合生汇的理想汽车门店, 销售人员王双双(化名)正向到店消费者介绍新车并登记客户试驾信息。今年9月底,理想第三款电动 车理想i6正式上市,官方售价24.98万元。"i6上市后备受关注,国庆中秋假期期间订单持续攀升,目前 预计10月10日前将售罄明年1月31日前交付的所有产能。"王双双表示。 新车成功 ...
新车集中到店 “十一”车市加速放量
Bei Jing Shang Bao· 2025-10-08 15:41
今年国庆中秋假期前夕,车企通过集中推出新车、集中到店,为"十一"车市预热、引流。北京商报记者 在假期期间走访发现,车企这一动作已显成效:节前上新的车型成为各门店的"C位明星",直接带动门 店订单量显著攀升。值得注意的是,为进一步抢占四季度市场份额、为全年销量冲刺提前卡位,车企 在"上新引流"之外,还同步推出"花式"让利政策,形成"新车吸引力+价格优惠"的双重刺激。事实上, 随着车市竞争持续加剧,车企早已不再试探,而是力拼全年销量目标。在"以旧换新"政策持续提振新车 消费的背景下,叠加四季度传统冲量收官节点的压力,国庆中秋假期已成为车企必争的销量冲刺窗口 期。 新车到店"引流" 今年国庆中秋假期前,从新能源到燃油、从经济型到豪华级,车市迎来一波产品集中上新。据不完全统 计,今年9月国内车市超70款新车被密集投放,包括上市、亮相、预售。在国庆中秋假期期间,新车集 中到店并被摆在各大门店C位,为今年"十一"车市成功引流。 国庆中秋假期期间,特斯拉上新的Model Y L成为门店"明星"。"国庆中秋假期到店的消费者最关注的就 是Model Y L,假期前三天超六成消费者均是来咨询、试驾、下定Model Y L。"一位 ...
特斯拉推“精简版”Model Y解压
Bei Jing Shang Bao· 2025-10-08 15:41
今年二季度,特斯拉方面在财报中透露,今年6月已开始在美国初步生产新的平价车型,预计今年下半 年开始进行大规模量产。对于该车型,此前有消息称,特斯拉将推出一款售价2.5万美元的车型,或命 名为Model Q。但在二季度财报电话会上,特斯拉CEO埃隆·马斯克透露,平价车型将为Model Y的新版 本。 赶在四季度推出标准版本车型,绕不开特斯拉所面临的压力。数据显示,今年二季度,特斯拉全球交付 量为38.4万辆,同比下降13%。在二季度财报电话会议上,埃隆·马斯克坦言:"受EV税收抵免政策突变 与关税冲击,特斯拉或将经历几个艰难的季度。" 北京商报讯(记者 刘晓梦)两组预热视频发布后,外界关注已久的特斯拉"平价车"揭开面纱。10月8 日,特斯拉美国官网上线"标准版本Model Y"与"标准版本Model 3"两款车型,售价分别为3.999万美元和 3.699万美元。 特斯拉美国官网显示,新增车型降低Model Y与Model 3起售价的同时,相比此前车型在配置上也有所调 整。其中,标准版Model Y的上线将Model Y起售价下探5000美元,续航里程从357英里下调至321英 里,标准版Model Y并未配置车 ...