作者：Colin 在AI浪潮下，对广告营销行业也带来了重大利好，毕竟，相较于过往的算法推荐，AI理论上用户购物起心动念后，主动搜索的结果应该是更加客观全面 的，也基于这样的心理，用户更加青睐于优先选购那些出现在AI搜索结果中的品牌。 日前，微软广告交出的一份成绩单也进一步证实了这种趋势。微软广告方面透露，在AI帮助下，运动品牌lululemon 实现了年收入234%的增长，广告指出回 报率高达250%，德国邮政银行在其帮助下，转化率提升了62%，并且有效降低64%的获客成本。 上述数字无一不在说明，AI驱动广告的成功之处，只是，在这些光鲜亮丽的数字背后，让消费者更加信任品牌的微软广告，其自身却在监管、技术等方面 陷入更大的信任危机。 今年6月，美国国家广告审查部门（NAD）曾称，微软在 Copilot 人工智能助手的广告宣传中存在误导行为，其中包括其向外宣称的使用Copilot 后，"67%/70%/75% 用户使用 6/10/10 周后效率提升"，NAD裁定认为，该研究仅证明"主观效率感知"，而非客观证明，并建议微软在广告中，明确披露 Business Chat功能限制、停止或修改生产力数据相关宣传。 而在 ...

Group 1 - Xinba was reportedly taken away for investigation by relevant authorities and is currently in Hong Kong, facing serious allegations, although his official response denies these claims [3] - Chinese actress Xin Zhilei won the Best Actress award at the 82nd Venice International Film Festival for her performance in the film "Day Hanging in the Sky" [6] - Chery Automobile has officially passed the listing hearing at the Hong Kong Stock Exchange, aiming to become the largest IPO in the automotive sector this year, with projected revenues increasing from 92.62 billion yuan in 2022 to 163.21 billion yuan in 2023, and further to 269.90 billion yuan in 2024 [8] Group 2 - Tesla's board has proposed a new compensation plan for CEO Elon Musk, potentially worth $1 trillion in stock rewards if he meets several challenging performance targets [9][10] - Xiaomi's VP addressed concerns regarding static stickers left on new cars, clarifying that these are minor residues from quality checks and have been improved to prevent future occurrences [11][12] - Several video platforms have been reported to mislabel the duration of pre-roll ads, with actual times exceeding the advertised lengths, potentially violating advertising laws [14] Group 3 - YY Live has officially integrated into Baidu, aligning its salary and performance evaluation systems with Baidu's [16] - Nintendo's legal department achieved a victory against Modded Hardware, resulting in a $2 million settlement and a permanent injunction against selling products that circumvent Nintendo's anti-piracy measures [19] - Leap Motor has opened 109 stores in Germany, with plans to showcase its new model Lafa5 at the Munich International Motor Show [27] Group 4 - The global electric vehicle brand Wuling has expanded its right-hand drive export business to 20 markets, with a year-on-year growth of 116% [27] - Microsoft faced backlash for mistakenly using an iPadOS screenshot in an advertisement for Surface Pro [29][30] - Elon Musk's AI startup xAI is expanding globally, opening a new office in Seattle and offering salaries ranging from $180,000 to $440,000 [32] Group 5 - Tesla has launched an official Weibo account for "TeslaAI," showcasing its humanoid robot and other AI technologies [34] - Hesai Technology has initiated its global issuance plan after passing the Hong Kong Stock Exchange listing hearing, with shares priced at up to 228 HKD [36] - Lucid Motors received a $300 million investment from Uber to develop a fleet of autonomous taxis based on Lucid's electric vehicle technology [36]

Group 1: Legal and Regulatory Developments - A U.S. federal judge ruled that Apple violated a previous court order, requiring the company to open its App Store to allow external payment methods, which could change the iOS payment landscape [2] - Apple has appealed the ruling, but developers within the iOS ecosystem can start directing consumers to third-party payment channels for at least two months before the appeal outcome [2] Group 2: Technology and Product Updates - Google launched the upgraded Gemini 2.5 Pro AI model, enhancing capabilities in coding and interactive web application development, available through Gemini API and Google’s Vertex AI [3] - Apple AI is expected to debut in the iOS 18.6 system in China, supported by Alibaba and Baidu, with Baidu's Wenxin Yiyan model as the core engine [3] - OpenAI announced a shift back to a Public Benefit Corporation model, maintaining nonprofit control over its operations, amidst criticism and legal challenges [3] Group 3: Market Strategies and Competition - Apple is changing its iPhone marketing strategy to release lower-end models in the first half of the year and high-end models in the second half, aiming to address competition in markets like China [4] - Tesla reported that over 95% of the parts for its Model 3 and refreshed Model Y are sourced from China, highlighting its reliance on local suppliers [4] Group 4: Corporate Actions and Partnerships - WeRide and Uber announced an expansion of their strategic partnership to deploy Robotaxi services in 15 new international cities over the next five years [6] - Pony.ai and Uber also reached a strategic partnership to integrate Pony.ai's Robotaxi services into the Uber platform, starting in the Middle East [7] Group 5: Industry Trends and Innovations - The global DRAM market saw a 42.5% year-on-year growth in Q1 2025, with SK Hynix overtaking Samsung to become the market leader with a 36.7% share [9] - Guoxin Technology successfully tested its quantum-resistant chip, AHC001, which is designed for high-security applications in finance, communication, and IoT [9]

Market Overview - US stock market experienced two consecutive declines ahead of the Federal Reserve's interest rate decision, with Palantir dropping 12% after its earnings report [2][5] - Offshore RMB rose over 100 points, breaking the 7.20 mark, while the Nasdaq 100 gained over 1% in after-hours trading [2] - 10-year US Treasury auction showed strong demand, leading to a decline in bond yields [2][5] - Crude oil prices rebounded nearly 5%, and spot gold surged above $3,400 [2] Key News - He Lifeng will visit Switzerland and France for high-level economic talks, including discussions on US-China trade [3][8] - The EU plans to impose tariffs on $100 billion worth of US goods if trade negotiations fail [9] - The US trade deficit reached a record high of $140.5 billion in March, with imports surging 4.4% to a record $419 billion [10] - Nvidia's CEO projected that China's AI market could reach $50 billion [10] Domestic Macro - China's April Caixin Services PMI was reported at 50.7, indicating a slowdown in new orders [13] - The Chinese government aims for a 5% growth target by 2025, with plans for more proactive macro policies [14] Domestic Companies - Apple is expected to launch a domestic AI version supported by Baidu and Alibaba, ensuring compliance with local regulations [15] Overseas Macro - The US Treasury Department reported a successful 10-year bond auction, indicating a return of overseas demand [16] - Concerns over inflation may lead the Federal Reserve to delay interest rate cuts [16] Industry Insights - The AI Agent development is transforming the software landscape, making databases essential for AI applications [23] - The military industry is facing pressure, with revenue and profit at low levels, but potential recovery is expected in 2025 [23] - The industrial control sector shows signs of recovery, with strong performance from leading companies [23]

Market Overview - Major indices in the US closed lower, with the Dow Jones down 389.83 points (0.95%) at 40829.00, Nasdaq down 154.58 points (0.87%) at 17689.66, and S&P 500 down 43.47 points (0.77%) at 5606.91 [1] - European markets showed mixed results, with Germany's DAX30 down 85.84 points (0.37%) at 23249.58, while the UK FTSE 100 rose slightly by 2.92 points (0.03%) to 8599.27 [1] Currency Market - The US Dollar Index fell by 0.59% to 99.237, with the Euro rising to 1.1371 USD from 1.1313 USD, and the British Pound increasing to 1.3376 USD from 1.3289 USD [2] Cryptocurrency and Commodities - Bitcoin increased by 0.51% to 95312.49 USD, while Ethereum dropped over 1.6% to 1791.71 USD [3] - Spot gold prices rose above 3400 USD, with local jewelry prices also increasing, such as Chow Tai Fook's gold price at 1026 CNY per gram, up 28 CNY [3] - Crude oil prices saw significant increases, with NYMEX light crude up 1.96 USD (3.43%) to 59.09 USD per barrel, and Brent crude up 1.92 USD (3.19%) to 62.15 USD per barrel [3] Corporate News - AMD reported first-quarter earnings that exceeded expectations, with a 36% year-over-year revenue increase to 7.44 billion USD, driven by a 57% growth in its data center segment [7] - Microsoft is launching two low-end Surface tablets to promote its AI tools, with the Surface Laptop starting at 899 USD and the Surface Pro at 799 USD, aiming to compete with Apple's devices [8]

智通财经APP获悉，微软(MSFT.US)推出两款新款Surface设备，分别是13英寸的Surface Laptop和12英寸 的Surface Pro二合一平板电脑。这两款定位为中端入门产品的设备旨在吸引希望体验微软人工智能工具 的用户，同时在轻薄型电脑市场上更好地与苹果(AAPL.US)展开竞争。 这两款设备已于本周二正式开售，并将于5月20日起陆续在美国及部分国际市场发货。据介绍，新设备 相较前代产品更加轻薄，续航时间也有所提升。尽管它们不再配备此前高端Surface产品所使用的处理 器和大容量存储配置，定价仍维持不变甚至略有上调。 虽然Surface系列仅占微软营收的约2%，在全球PC市场中的份额也相当有限，它作为微软的硬件代表， 意在展示Windows系统设备在设计和功能方面与苹果高端笔记本的对标能力，同时也为Windows操作系 统本身营造"光环效应"。 近年来，微软不断在Surface系列中注入AI元素，包括具备文本生成、图像生成和对话功能的"Copilot"人 工智能助手。去年，微软在键盘上专门为Copilot设置了快捷键，并将邮件摘要、图像生成等AI功能预 装在Windows应用中。 此次 ...

Microsoft on Tuesday introduced two next-generation Copilot+ PCs that can run artificial intelligence models without using the internet. The devices will look familiar to users of earlier versions. One is a Surface Pro convertible tablet with a kickstand and a slot for an optional keyboard. The other is the more traditional Surface Laptop. While Microsoft is mainly known for its software and doesn't rank among the top sellers of computers, the Surface line helps the company diversify and show off the capabi ...