Today's headlines
Shenzhen's seven major actions to promote "double new" investment and consumption
Recently, the "Shenzhen Action Plan for Promoting Large-scale Equipment Renewal and Consumer Goods Trade-in" (hereinafter referred to as the "Action Plan") was released, focusing on the implementation of seven major actions, including equipment renewal in the manufacturing field, equipment renewal in the field of construction and municipal infrastructure, equipment renewal in the transportation field, equipment renewal action in the field of social and people's livelihood, trade-in action for consumer goods, recycling action, and standard improvement action, and put forward 50 specific measures.
By 2025, the cumulative "investment + consumption" will exceed 180 billion yuan, realize the large-scale equipment renewal and consumer goods trade-in to expand effective investment, stimulate potential consumption, and accelerate the construction of a more globally influential economic center city and a modern international metropolis.
Domestic oil prices are expected to usher in "two consecutive declines" on the 15th or the largest decline in the year
According to Yicai, domestic refined oil prices are expected to usher in "two consecutive declines" in the price adjustment window on May 15, when oil prices may cash in the largest decline in the year. According to Jinlianchuang's calculations, as of the eighth working day on May 13, the average price of crude oil varieties referenced in domestic oil price adjustment was 81.73 US dollars / barrel, with a change rate of -4.88%, and the corresponding domestic gasoline and diesel retail prices should be reduced by 235 yuan / ton.
According to this range, the price of gasoline and diesel per liter is expected to be reduced by 0.18-0.19 yuan, and No. 92 gasoline in many places in China may return to the "7 yuan era". This means that the cost of fuel for car owners will decrease. Taking the fuel tank capacity of an ordinary private car with a capacity of 50 liters as an example, filling up a tank of fuel will cost at least 9 yuan less; In terms of diesel, a large truck with a fuel tank capacity of 140 liters will save about 27.5 yuan by filling up a tank of fuel.
Company figures
BYD responds to leakage rumors
Regarding the rumors of "electric shock", BYD responded to Zhongxin Jingwei and said, "We can see from the dashcam video that there is no abnormal situation for the co-pilot passengers, and the owner can also untie the seat belt to move, plus the vehicle has a safety design of potential balance, and there is no abnormality in leakage monitoring, therefore, it is preliminarily ruled out that the vehicle leakage caused by the owner's illness, and the owner is not ruled out that the sudden cerebral hemorrhage causes numbness in the hands and feet, and the possibility of mistaken for electric shock."
Afterwards, the vehicle was also driven away normally by the owner's family. We express our deep concern and condolences to the owners and their families, and at the same time, we are willing to actively cooperate with the relevant departments to conduct identification and investigation. ”
China Mobile Unicom responded to the information leakage of billionaires such as Zhong Zhang
According to media reports from the Daily Economic News, the two platforms of Tankecha and Lipinyun sell the personal information of entrepreneurs on a large scale, including 10 billionaires such as Zhong Sui, founder of Nongfu Spring, Li Shuirong, chairman of Rongsheng Group, Tang Lixin, chairman of Xinshang Group, and Zhang Hongfu, the actual controller of Mixue Bingcheng.
As for the data source, the sales staff of the two platforms advertised that they were cooperating with the three major telecom operators. In this regard, China Mobile replied to reporters: It will not sell any users' personal information. China Mobile has always attached great importance to the protection of customers' personal information, formulated a series of systems such as the "China Mobile Data Security Management Measures", and established a normalized protection system for customer information. China Unicom replied: "There is definitely no leakage or sale of entrepreneurs' mobile phone numbers." From the perspective of the company's management system, the disclosure of personal information is definitely not allowed. ”
Dong Mingzhu responded to the Rose Air Conditioner being complained about again
On May 14, Dong Mingzhu, chairman of Gree, once again responded to the complaints of netizens about the rose air conditioner during the live broadcast. She said that we were the first to create the rose air conditioner, and even if everyone thinks it is defective, it is the best, because there is no second one to make it, it is a kind of creation.
Ali announced its full-year financial report and returned to healthy growth
On May 14, Alibaba announced its financial results for the fourth quarter and full year of fiscal year 2024. After a year of active transformation, Alibaba has returned to a healthy growth track: this quarter, Taobao and Tmall online GMV grew by double digits, Alibaba Cloud's core public cloud product revenue grew by double digits year-on-year, AI-related revenue achieved triple-digit accelerated growth, and overseas e-commerce achieved strong year-on-year growth of 45%.
This proves that the strategic direction of "user-first and AI-driven" and the investment strategy focusing on the main business have been effective, and Alibaba has shown a positive momentum of development for the future. During the quarter, Alibaba's revenue was 221.874 billion yuan, a year-on-year increase of 7%, exceeding market expectations. In fiscal year 2024, Alibaba's revenue was 941.168 billion yuan, and adjusted EBITA profit increased 12% year-on-year to 165.028 billion yuan.
Tencent responds to portfolio companies peddling entrepreneur data
On the 14th, some media reported that Tencent's strategic investment company Leadyun sold the contact information of well-known entrepreneurs such as Lv Zehua, president of Xinhua Zhongsheng Investment Management Co., Ltd., Li Mingshun, founder of Haodai.com, Zhao Qi, legal representative of Xinlian Equity Investment (Hangzhou) Co., Ltd., and Ai Sanjiang Anweier, legal representative of Haikou Caifu Trading Co., Ltd., involving nearly 300 million pieces of enterprise data and information, which is suspected of constituting the crime of infringing on citizens' personal information.
In response, Tencent said that Tencent has less than 9% of the shares in Lishengyun, does not participate in the company's daily operations, has never authorized it to use the Tencent logo, and is not aware of the "large-scale peddling of entrepreneurs' phone calls". "Tencent has contacted the management of Resale Cloud as soon as possible, asking the company to fully verify the situation, and if there are any illegal operations, it must be stopped immediately, and Tencent reserves the right to recourse for infringement." (Sina Technology)
Nezha Automobile responded to the Tianjin Nezha S fire incident: the battery pack is in a safe and controlled state
On the evening of May 13, Nezha Automobile issued a statement on the fire accident of Tianjin Nezha S, the accident did not cause any casualties, and arranged staff to go to the scene to understand the relevant situation, assist users in handling follow-up work, and cooperate with relevant departments to investigate the cause.
Nezha Automobile's vehicle data monitoring platform analyzed the accident and found that after the incident until the data was interrupted, the vehicle's power battery voltage, temperature and insulation signals were normal, the battery pack was safe and controlled, and the low-voltage circuit of the vehicle did not show abnormality. After the accident, Nezha Automobile's technicians quickly arrived at the scene and conducted a preliminary inspection, confirming that the appearance of the battery pack was intact and the state was under control.
Xiaomi SU7 plus single 80%
It was learned from the supply chain that Xiaomi Auto is asking upstream suppliers to increase the supply of parts. "Xiaomi SU7 adds about 80%." Supply chain sources told Wall Street News, "One of the Class I parts has increased from about 10,000 sets per month to 18,000 sets+ recently." (Wall Street See)
Xpeng Motors: XNGP urban intelligent driving has completed 100% map-free
On May 14, Xpeng Motors announced that XNGP urban intelligent driving has officially entered the era of no map. The available mileage in Shanghai has been expanded to 2.23 times, Guangzhou 2.15 times, Shenzhen 2.18 times, and Foshan 1.31 times. The mileage of intelligent driving in urban areas of Shandong Province has been expanded by more than 30,000 kilometers, and the mileage of Jiangxi Province has been expanded by more than 11,000 kilometers.
12306 customer service responded that the high-speed rail has 2 yuan mineral water
Recently, a netizen posted, "You can ask the conductor for 2 yuan of mineral water when you take the high-speed rail, and you don't have to buy expensive mineral water anymore." "In this regard, the 12306 customer service said on the 14th that under normal circumstances, there is 2 yuan of mineral water for sale on the high-speed rail, but it is necessary to ask the dining car staff of each train whether it has been sold out." If you don't have (2 yuan mineral water) on the cart, it may be because you can't bring that much water. (Sino-Singapore Jingwei)
11 enterprises under Zhang Ting's name are planned to be cancelled
Tianyancha business risk information shows that recently, Zhang Ting (real name Zhang Shuqin) under the name of Shanghai Yingwei Enterprise Management Co., Ltd., Shanghai Lexie Information Technology Co., Ltd., Shanghai Jiedun Information Technology Co., Ltd., Shanghai Aoyu Enterprise Management Co., Ltd., Shanghai Baiyuan Information Technology Co., Ltd. and other 11 companies have added simple cancellation announcements, and the announcement period is until May 29 and May 30.
Tianyancha shows that 76 of the nearly 90 enterprises under Zhang Ting's name are in existence or opening, including the above-mentioned 11 enterprises that are undergoing simple deregistration, and Zhang Ting serves as the legal representative, executive director or supervisor in most of them, and holds more than 10 corporate shares.
Li Yapeng responded to the accusation of unpaid wages
On May 14, Li Yapeng responded on Weibo to the revelation that he was in arrears of wages by a former employee. Li Yapeng said: First point, when you left your job in the spring of 2024, I really can't remember the total amount of compensation at that time, but as of today, it is indeed about 60,000 yuan in compensation for you, which I understand. Before you leave work today, you must have fixed this issue.
I know that after you left the company, you are also starting your own business and doing self-media, and I also take this opportunity to apologize to more than 100 colleagues who have left the company in the past two years, and thank you for your tolerance and understanding. Fortunately, after more than a year of hard work, we have basically paid more than 90% of the compensation, and victory is in sight, and I will continue to work hard.
Alibaba's share of SoftBank's asset value is close to zero
SoftBank Group said on Monday that it had sold almost all of its stake in Alibaba Group as the company focused on investing in artificial intelligence (AI). During the earnings call, Yoshimitsu Goto, SoftBank's CFO, reiterated that SoftBank's portfolio focus has shifted from Chinese e-commerce giant Alibaba to British chip design company ARM.
Alibaba's share of SoftBank's net asset value fell to "almost zero" from 48% in 2020, SoftBank said. That compares to 45% for ARM and 29% for SoftBank's Vision Fund.
Tencent's first-quarter revenue was released
Tencent Holdings' monthly active accounts on WeChat and WeChat are 1.36 billion, and the market estimate is 1.35 billion. In the first quarter, the number of paid members for paid value-added services was 260 million, and the market estimate was 250 million. Revenue from value-added services in the first quarter was RMB78.63 billion. Online advertising revenue in the first quarter was RMB26.51 billion.
Tencent Music rose more than 11%, and the net increase in the number of online music paying users hit a record high
As of press time, Tencent Music-SW (01698.HK) rose 11.03%. In terms of news, the company announced its unaudited financial results for the first quarter of 2024, with the number of online music paying subscribers increasing 20.2% year-on-year to 113.5 million, a net increase of 6.8 million quarter-on-quarter, the largest net increase in a single quarter so far.
Walmart is reportedly laying off hundreds of employees and asking remote employees to return to the office
Walmart is cutting hundreds of corporate positions and requiring most remote employees to return to the office, according to people familiar with the matter. Employees in smaller offices in Dallas, Atlanta, and Toronto were asked to move to larger centers. Employees will still be allowed to work remotely and part-time as long as they are in the office most of the time, the person said. (Interface News)
After a one-month free trial of Tesla FSD, only 2% of car owners chose to subscribe
Gary Black, a well-known Tesla investor and managing partner of the Future Fund, cited data from credit card data provider Yipit that only 2% of Tesla owners in the U.S. who received a one-month free trial of FSD chose to subscribe to the service after the trial period ended. This raises concerns about the future of this technology.
Blake noted that Yipit's survey sample size was relatively small, "with a sample size of only 3,500 users out of 1.8 million trials, so it may not be representative of the Tesla owner base." Tesla needs to figure out whether the low acceptance rate is due to low added value or the price of $99/month. (Global Market Broadcast)
AliExpress: The Korean market is growing rapidly and has signed contracts with 4 local head logistics companies
According to AliExpress, with the rapid growth of AliExpress in the Korean market and the continuous influx of orders, AliExpress has expanded its cooperation with local logistics companies in South Korea and signed contracts with four leading logistics companies in South Korea, including CJ Logistics, Hanjin, Lotte Global Logistics, and Korea Post. These four logistics companies will be responsible for AliExpress's local delivery in South Korea for the next year. (Securities Times)
Intel appoints industry veteran as head of foundry
Intel announced the appointment of Kevin O'Buckley as head of foundry. He will succeed retiring Stuart Pann, who established Intel's foundry division under the company's new operating model. O'Buckley will report to Intel CEO Pat Gelsinger, who has more than 25 years of experience in the semiconductor industry and most recently served as senior vice president of hardware engineering for Marvell Technology's Custom Silicon Group. He has also held leadership positions at companies such as GF and IBM.
AI Alerts
Zhou Hongyi's hardcore analysis of GPT4o
On May 14, OpenAI announced the launch of its latest flagship generative AI model, GPT-4o. In the evening, @周鸿祎 released the principles of GPT-4o technology for video analysis. Zhou Hongyi believes that the biggest shock of GPT-4o is its voice input and sound output experience, which solves many problems that the voice interaction of robots seems very unnatural.
In fact, GPT-4o can also directly turn on the mobile phone camera, through which it is endowed with more powerful eyes, ears to understand what people are saying, and the mouth is able to express its emotions and emotions freely.
OpenAI: The GPT store is now free and open to everyone
OpenAI CTO Mira Murati said OpenAI is offering some of its previously subscription-only features to ChatGPT's free users, the biggest of which is the ability to browse its GPT store and use a chatbot.
ChatGPT挑战Siri和谷歌语音助手
On May 11, local time, Sam Altman, CEO of artificial intelligence (AI) giant OpenAI, said in a podcast that OpenAI will continue to improve and improve the quality of ChatGPT's voice functions, and expressed his belief that voice interaction is an important way to interact in the future.
Alibaba Cloud's AI revenue grew by triple digits
On May 14, Alibaba announced its fourth quarter and full-year results for fiscal 2024, with Alibaba Cloud's quarterly revenue increasing by 3% year-on-year and adjusted EBITA increasing by 45% year-on-year. The innovation of AI technology and the explosion of applications have significantly driven the growth of traditional cloud computing demand, including general computing, storage, and big data.
During the quarter, Alibaba Cloud's AI-related revenue accelerated by triple-digit year-over-year growth, driven by basic model companies, Internet companies, and customers in industries such as financial services and automobiles. At the same time, Alibaba Cloud has launched eight large language models with parameter sizes ranging from 500 million to 110 billion, of which the 110 billion parameter model has performed well in multiple benchmarks and is at the top level among global open source models.
ByteDance's self-developed large model will be officially released soon, and the volcano engine large model service platform will welcome a major upgrade
Volcano Engine official WeChat news today, in 2024, the development of large models will enter a new stage. On May 15, the "2024 Spring Volcano Engine FORCE Conference" focused on the theme of AI, with the application of large models as the core and AI implementation as the guidance, showcasing the practical application of Volcano Engine in the field of large models and cloud computing, and joining hands with experts and enterprise technology leaders in the fields of automobiles, mobile terminals, finance, consumption, and the Internet to discuss the transformation opportunities in the AI era.
The conference is divided into three chapters: "AI Growth and Renewal, AI Application New Paradigm, and AI Computing Power Strong Escort". At the meeting, ByteDance's self-developed large model will be officially released, and the volcano engine large model service platform - Volcano Ark will also usher in a major upgrade. At the same time, the conference will also bring the best practices of large models in various industry scenarios, and explain the ecological strategy of the volcano engine model in detail.
Google has announced its full entry into the Gemini era
In the early morning of the 15th, Beijing time, Google held the 2024 I/O Developer Conference. At the beginning of the conference, Google announced that it was fully entering the Gemini era. Here's an edited version of CEO Sundar Pichai's speech at the 2024 I/O conference, tweaked to include more of what was announced on stage.
Google launched the Wensheng video model to benchmark Sora
OpenAI's text-to-video Sora launch three months ago has sparked widespread discussion among netizens, the media, and insiders. On May 15, at the 2024 I/O developer conference, Google also launched a benchmark product, Veo, which can generate "high-quality" videos with a length of more than 1 minute and a resolution of up to 1080p, and has a variety of visual and cinematic styles.
According to Google's official press release, Veo has an advanced understanding of natural language and is able to understand film terms such as "time-lapse" and "aerial landscapes". Users can use text, images, or video prompts to guide their desired output, which Google says produces "more coherent" videos with more realistic movements of people, animals and objects throughout the shot. (IT House)
GPT-4o was officially unveiled, multimodal AI downstream applications were accelerated, and institutions gathered to investigate these concept stocks
On May 13, local time, OpenAI released a new flagship generative AI model called GPT-4o, and plans to "iteratively" launch it into the company's products in the next few weeks. Since the beginning of this year, the global AI model side has continued to be iteratively upgraded, including overseas Sora, Llama3, etc., and domestic Kimi, Kunlun Tiangong AI, Step Xingchen, etc.
According to statistics, the total R&D expenditure of multimodal AI concept stocks in 2023 will reach 32.753 billion yuan, accounting for 11.2% of revenue, which is 4.46 times the overall level of A-shares in the same period. The R&D expenditure of the four concept stocks of Yuncong Technology-UW, Geling Shentong, Alter, and Arcsoft Technology accounts for more than 50% of the revenue, which is equivalent to investing more than half of the revenue in R&D.
Since the beginning of this year, a total of 61 multimodal AI concept stocks have ushered in institutional research. Tom Cat, Suzhou Keda, Insai Group, Zhongke Information, Zhongke Thunderda, and Worth Buying have all conducted more than 5 surveys. The largest number of participating research institutions is Thundertech, with a total of 457; It is followed by Glodon, Tom Cat, Dahua shares, etc. (Datatreasure)
Tencent Cloud and Alibaba Cloud announced price adjustments for .art domain names
On May 14, Tencent Cloud announced that due to the receipt of a notice of cost price changes from the upstream registry, Tencent Cloud decided to adjust the renewal/transfer-in price of the .art domain name suffix (common words) at 0:00 on May 22, 2024: the first-year registration price remains unchanged, the renewal price is 175 yuan, and the transfer-in price is 170 yuan. Alibaba Cloud also previously issued an announcement on the price adjustment of domain names, saying that due to the change in the cost and price of the upstream registry, after careful consideration, it has decided to adjust the price of .art domain names as follows at 0:00 on May 22, 2024: the renewal price is 175 yuan/year, and the transfer price is 170 yuan. (Interface)
Musk called OpenAI's latest model "ridiculously slow"
Musk expressed doubts about the capabilities of OpenAI's newly developed AI model. An X user shared a demo video of him speaking on behalf of himself using OpenAI's latest AI model, GPT-4o, to speak to another chatbot representing the company.
Another user commented that "99% of the economy will be a conversation between AI," probably referring to the fact that soon most economic activity will be facilitated by AI systems. But Musk disagreed, responding, "Not at this ridiculously slow bitrate." (Global Market Broadcast)
SoftBank is reportedly committed to investing $5 billion in AI
On May 14, it was reported that SoftBank promised to make five investments in the field of artificial intelligence, each with a scale of $1 billion.
Cloudwalk Technology's large model all-in-one machine was unveiled at the Kunpeng Ascend Developer Conference
Relying on the Ascend AI basic software and hardware platform, the company integrates the self-developed Ascend AI algorithm and tool chain, realizing an integrated and efficient solution from model training to inference application, and providing a one-stop, low-threshold, and high-performance AI infrastructure for industry users. With the gradual application of large model all-in-one machines in the market, Cloudwalk is expected to further stimulate the industry's demand for AI solutions.
Capital Insights
智愈医疗获超 6000 万元 Pre-A++ 轮融资
Beijing Zhiyu Medical Technology Co., Ltd. (hereinafter referred to as "Zhiyu Medical") has recently officially completed a Pre-A++ round of financing of over RMB 60 million. The financing was led by Chende Capital, followed by Legend Star, and the old shareholders Zhonghai Investment, Shunwei Capital, and Eli Lilly Asia Fund continued to invest. Fanzhuo Capital acted as the exclusive financial advisor for this round of financing. In the three years since its establishment, Zhiyu Medical has completed multiple rounds of financing, and the funds raised in this round of over-financing will be used for the clinical trial of its core product metaFlow high-energy water jet autonomous execution surgical robot (waterknife surgical robot), as well as the research and development layout of new product pipelines.
Elseipal completed Series B++ financing
Beijing Business Daily (Reporter Zhao Boyu) On May 14, a reporter from Beijing Business Daily learned that Beijing Aisipu Biotechnology Co., Ltd. (hereinafter referred to as "Aisiyipu") recently completed the B++ round of financing. This round of financing was led by Yizhuang Guotou, and the existing shareholder Yahui Investment continued to increase its shareholdings. Gelu Capital acted as the exclusive financial advisor for this round of financing.
According to public information, AISIP was founded in 2010. After more than a decade of innovative R&D, Elseepal has evolved from a start-up in ion channel target drug screening to a biologic CRO for drug discovery based on new targets. At the same time, focusing on new targets, new methods and new technologies for drug discovery, Elseepal has established an integrated target-driven drug discovery biology platform to serve more than 1,000 new drug R&D companies around the world.
Lenovo Ventures led the investment, and General Embodied Intelligent Technology Company "Cross-Dimensional Intelligence" completed a strategic round of financing
Recently, the highly versatile embodied intelligence technology R&D company "Cross-Dimensional Intelligence" has completed a strategic round of financing led by Lenovo Venture Capital, and the financing funds will be mainly used for product research and development, team expansion and market expansion.
Founded in June 2021, Transdimensional Intelligence is a national high-tech enterprise with Sim2Real as the core to develop high-versatility embodied intelligence technology. With its long-term technology accumulation in 3D generative AI, multi-modal large models and 3D imaging, Transdimensional Intelligence has built a software and hardware integrated product matrix based on Sim2Real, which has been commercialized in multiple scenarios, and is a leader in the large-scale commercial implementation of embodied intelligence.
Technology forward-looking
The M9 introduces new 21-inch multi-spoke Starlight wheels
On May 14, Yu Chengdong, executive director of Huawei, chairman of the terminal BG, and chairman of the intelligent vehicle solution BU, posted on Weibo that the M9 launched a new 21-inch multi-spoke Xinghui wheel, which is equipped with silent tires. Users who have not yet scheduled all orders can contact the sales consultant before 24:00 on May 17 to change the configuration. According to reports, the M9 has only been on the market for 136 days, with a total of more than 80,000 units.
BYD will launch its first hybrid pickup truck in Mexico
BYD, China's largest electric vehicle (EV) manufacturer, plans to launch its first pickup truck in Mexico. BYD plans to unveil the "Shark" hybrid pickup truck at an event to be held in Mexico City on the 14th. BYD previously said it plans to sell the Shark globally, but currently has no plans to sell it in the United States. (Global Market Broadcast)
According to the news, Samsung is considering postponing the release of the Galaxy Z Fold6 FE foldable phone
Samsung is currently undergoing a full evaluation of its plans for the launch of the Galaxy Z Fold6 FE, and the company is likely to launch only the standard Galaxy Z Flip6 and Galaxy Z Fold6 at its Unpacked event in Paris in July, which will also be rumored to be available in a variety of colorways. It is reported that the reason for Samsung's cancellation of the Galaxy Z Fold6 FE release may be the lack of product differentiation and market uncertainty. （TheElec）
Apple's Vision Pro has passed the China 3C certification
According to the website of the China Quality Certification Center, Apple's headset products have passed China's 3C certification.
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