Source: Finance Light Year public account
PART01 Quick Facts
The first public service platform for computing power interconnection in China was released
The first domestic computing power interconnection public service platform developed by the China Academy of Information and Communications Technology was officially launched yesterday (11th). The platform will accelerate the interconnection of computing power and help the construction of the computing power Internet and the national integrated computing power system. It is understood that the public platform of computing power interconnection will identify and test computing resources nationwide, and can query computing resources and related computing resources nationwide through the platform, providing real and credible computing power support for all walks of life, and improving the matching efficiency of computing power supply and demand. (CCTV News)
CATL plans to raise a US$1.5 billion fund to build a global supply chain
According to the United Kingdom Financial Times, CATL, the world's largest maker of electric vehicle batteries, has held talks with overseas sovereign wealth funds and the private offices of the super-rich to raise a $1.5 billion fund to build its global supply chain. The offshore fund will enable CATL to fund the corporate ecosystem needed to help it expand production in Europe and other foreign markets, two people familiar with the matter said. The battery maker plans to invest about 15% with global investors, the people said. They said the fund will primarily target companies that can supply CATL in Europe. It is reported that the $1.5 billion fund will be managed by Hong Kong-based Lochpine Capital. In addition, CATL has approached the families behind Mercedes-Benz and other automakers to invest in the fund, according to people familiar with the matter. (Sina Finance)
TikTok started its local life business overseas
TikTok is testing the waters of its local life business overseas, with its first stop in Southeast Asia and now in Indonesia and Thailand. A person engaged in TikTok e-commerce service provider in Indonesia revealed that TikTok's local life business is still in the internal testing stage, and only some users can swipe relevant group purchase packages in the information flow, mainly catering businesses. In order to seize new business opportunities, he has started to expand the local lifestyle business, and is building a team of people and people. (36 Krypton)
PART02 Company/People
Apple's new patent: Enables voice group chats without Wi-Fi/cellular
The latest list published by the United States Trademark and Patent Office (USPTO) on July 11 local time shows that Apple has obtained a communication patent that allows users of nearby Apple devices such as iPhones and AirPods headphones to voice chat without the help of Wi-Fi or cellular networks. (Interface)
The new version of ZEEKR 001 will be released this month: false news, and will be held accountable
On July 12th, it was reported that today, the legal department of ZEEKR issued a statement to refute rumors in response to the online news that "the new version 001 will be officially announced at the end of this month", saying that this news is untrue news and will be strictly investigated for such illegal acts. It is understood that a screenshot circulated on the Internet shows that a user of "ZEEKR East China Li Zong" posted a message in the WeChat group of "ZEEKR East China Store Group" that at the end of this month, the new version of ZEEKR 001 will be officially announced and will be launched in October. ZEEKR officials said in a statement to refute rumors that ZEEKR does not have a division of units in East China, and at the same time, ZEEKR's internal corporate culture will not use the title of "total". In addition, the characters who appeared in the WeChat group, Zeekrypton said that there was no such person. In order to further crack down on rumors, ZEEKR CMO Guan Haitao also issued a "reward order", saying on Weibo that it would openly solicit relevant clues and evidence. If it is verified to be true, the clue provider #ZEEKR7X# will be rewarded, the first user of the whole network. (Bullwhip)
The official response asked the M7 to accelerate wildly: there is no active braking record
On July 12, it was reported that yesterday evening, AITO car customer service responded twice to a Wenjie M7 car speeding accident. At 22:18 yesterday evening, AITO Auto customer service responded: "We have paid attention to the situation, expressed condolences to the driver, and actively cooperated with the police investigation." The data shows that the vehicle was not intelligent driving before the collision, and the accelerator pedal was 100% open, which was not an AEB trigger scenario, and there was no active braking record. The final result is subject to the official notification. A minute later, AITO's customer service responded again: "Hongmeng Zhixing advocates that people and cars drive together to ensure safety." Intelligent driving is non-autonomous, and Huawei's high-end intelligent driving experience is excellent. However, according to laws and regulations, the driver is the main body and is responsible for the driving behavior, and when the intelligent driving system cannot cope with extreme situations, it is necessary to take over the vehicle in time. ”
OpenAI's development system "customizes" the AI evolution level, and considers itself close to the second level of human-like reasoning
On Thursday, July 11, Eastern time, a spokesperson for OpenAI said that OpenAI shared the new classification system with employees at the company's all-hands meeting on Tuesday, and plans to share these levels of information with investors and people outside the company.
OpenAI's system divides five AI levels, ranking them from low to high on a number from one to five. OpenAI executives told employees that the company believes its product is currently at level one, but is about to reach level two, that is, systems that can accomplish basic problem-solving tasks, similar to people with PhDs but no access to any tools. (Wall Street News)
Samsung's labor union has targeted the high-end artificial intelligence chip production line
Hundreds of employees went on strike in front of Samsung's high-bandwidth memory plant in Pyeongtaek, south of Seoul, on July 11 and 12 after Samsung's labor union called for a general strike this week, a far cry from the public rally of thousands of people held outside the Hwaseong factory on Monday. Lee Hyun-kook, vice chairman of the Samsung Electronics Labor Union, said that targeting high-end chip production lines was the "most effective" measure for management. (Finance Associated Press)
The official response to the Radish Express pricing controversy: It is a market-regulated price and cannot be interfered with
Recently, Baidu's "Radish Run" driverless online car-hailing has increased significantly in Wuhan. Compared with traditional ride-hailing, Carrot Express is more affordable. I learned from the market supervision department of Wuhan Economic Development Zone that the price of unmanned online car-hailing is a market-regulated price and is not included in the scope of government pricing, and they have no right to interfere. Zhang Ming, a partner at Jingshi Law Firm, believes that this situation does not constitute unfair competition, and there is a clear boundary between it and the statutory acts of unfair competition, which is a positive result of the development of science and technology. (Chinanews.com)
Radish Express responds to the online car-hailing strike and stops on the road: it will be dealt with in a timely manner and the technology will be optimized
According to Sohu Clairvoyant, on July 11, Hubei Province's Wuhan online self-driving travel service platform "Radish Run" driverless online car-hailing strike on the streets, causing local traffic congestion. On the 12th, the staff of "Carrot Run" said that in this case, they can provide vehicle information to the staff, and they will deal with it in a timely manner and continue to optimize the vehicle technology.
Huawei sued the merchant for infringement and claimed 500,000 yuan
On July 12, it was reported that Tianyancha legal litigation information showed that recently, the People's Court of Xicheng District, Beijing Municipality served a copy of the complaint and a summons for court to the defendant Liu and Xinyang Caiyun Advertising Co., Ltd., involving Huawei Technologies Co., Ltd. and the above-mentioned defendants and other related trademark disputes, Huawei requested that the two defendants be ordered to immediately stop the infringement of the plaintiff's exclusive right to use the "HUAWEI" trademark, and that the defendant be ordered to compensate the plaintiff for economic losses and reasonable rights protection costs totaling 500,000 yuan. The case is scheduled to be heard on the first day after the expiration of the period for the presentation of evidence. (Sina Technology)
WM Motor Technology Group is operating abnormally
On July 12, it was reported that the Tianyancha App showed that WM Motor Technology Group Co., Ltd. was recently included in the list of abnormal operations by the Shanghai Qingpu District Market Supervision and Administration Bureau for failing to publicize the annual report within the prescribed time limit. WM Motor Technology Group Co., Ltd. was established in May 2012, the legal representative is SHEN HUI, the registered capital is 6 billion RMB, and is wholly owned by Suzhou WM Smart Mobility Technology Co., Ltd. The risk information shows that the company currently has a number of information on judgment debtors, consumption restriction orders, judgment defaulters (old lai) and final cases. (Bullwhip)
Blackstone reportedly sold $2 billion of CMBS to raise acquisition funds
According to Bloomberg, Blackstone will sell $2 billion in commercial mortgage-backed securities (CMBS) to help pay for its planned $10 billion acquisition of condo owner AIR Communities, according to people familiar with the matter. The $2 billion bond issuance was planned by Wells Fargo. (Interface)
Singapore's zero-commission ride-hailing platform TADA announced its entry into the Hong Kong market
On July 12, the Hong Kong government proposed to license the online ride-hailing platform, TADA, a zero-commission ride-hailing platform headquartered in Singapore, announced its entry into the Hong Kong market, planning to launch its platform in Hong Kong by the end of this year, and it is expected that with the platform's operating experience in highly regulated markets such as Thailand and Singapore, it can provide Hong Kong passengers with fairer fares and allow drivers to obtain a higher revenue share. TADA is currently licensed to operate by the authorities of Singapore and Thailand. (Gelonghui)
Huang sold another 240,000 shares of Nvidia stock, cashing out about $31.9 million
The latest regulatory filings from the United States Securities and Exchange Commission show that Nvidia CEO Jensen Huang sold 240,000 shares of Nvidia stock on July 9 and 10, cashing out about $31.9 million. (Finance)
Bezos sold 2.26 million shares of Amazon stock, cashing out about $452.7 million
Amazon founder Bezos sold 2262411 shares of Amazon common stock on July 9 and July 10, cashing out about $452.7 million, according United States to the latest regulatory filings disclosed by the Securities and Exchange Commission. (Interface)
PART03AI前沿
Neuralink will welcome a second human patient
Musk revealed in a video show that the brain-computer interface project is about to welcome a second human patient. He also revealed that patients with older models can upgrade to newer models. According to the company's previous disclosure, brain-computer interface surgery may be performed on more than 22,000 people by 2030.
Lightyear Reviews
Science fiction is about to shine into reality
AMD 65.65收购Silo AI
AMD announced on July 10 that it will acquire Silo AI, a European artificial intelligence lab, for $665 million in all-cash. As part of the deal, Peter Sarlin, CEO and co-founder of Silo AI, will continue to lead the Silo AI team, which will become part of AMD. The transaction is expected to close in the second half of this year. AMD's move suggests that the company is looking to further compete with Nvidia (NVDA.US) in the field of artificial intelligence.
Lightyear Reviews
Relying on war investment to do the market?
The $10 billion deal between xAI and Oracle fell apart
Elon · Musk's artificial intelligence startup xAI and Oracle have concluded negotiations on a potentially worth about $10 billion in server deals. The main thrust of the negotiations is that xAI wants to lease more Nvidia chips from Oracle to build a super data center. According to The Information, the negotiations have reached an impasse due to Musk's proposed deployment speed higher than the feasible upper limit determined by Oracle, and Oracle's concerns about the power supply capacity of xAI's priority sites. Musk confirmed the decision in a post on X (formerly Twitter), explaining that xAI's "fundamental competitiveness lies in moving faster than any other AI vendor." He emphasised the need for speed and control, adding: "When our destiny depends on being the fastest, we have to take the wheel ourselves, not play the back passenger." ”
Lightyear Reviews
The world's martial arts are only fast and unbreakable
PART04 Pretty Technology/Cool Products
Chalbi launched AI large-scale model-level applications
Chalbi held the "Chalk AI Intelligent Education Unbounded" product launch conference, and released the first vertical large model AI product focusing on the vocational education industry - Chalk AI teacher "Chalk Head". This means that the AI model has officially entered the vocational education industry. According to the official announcement of Chalk, Chalk AI teachers have a total of seven functions: personalized learning planning and guidance, learning achievement testing and counseling, question answering and other question tutoring, knowledge point Q&A explanation, examination Q&A and application guidance, supervision reminder and decompression guidance, covering all aspects of student learning. (36 Krypton)
Huawei nova 13 series will debut next month: all systems are equipped with Kirin chips as standard, and the top configuration supports satellite communication
7month12Daily news,According to the blogger "Smart Pikachu"broke the news,Huawei nova 13 series will be released next month,The whole system is equipped with Kirin chips as standard,Even the top configuration can also use flagship-level satellite communication,It is expected to be Tiantong+Beidou satellite message dual system。 According to the previous generation, the series will launch at least three models at the same time, namely nova 13, nova 13 Pro, and nova 13 Ultra. (Fast Technology)
ZEEKR's first family SUV model, the 7X, was unveiled on the outside: 2925mm wheelbase, integrated smart light curtain
On July 12, it was reported that ZEEKR's first family SUV model, ZEEKR 7X, announced the exterior drawings for the first time today. The car is positioned as a "luxury five-seater SUV", focusing on "extreme safety, luxurious appearance, and comfortable space". The new car is still based on the SEA vast architecture, known as the "culmination of the Krypton experience", with a length of 4825mm, a width of 1930mm, a height of 1656mm, a wheelbase of 2925mm, an 83.34% room efficiency, and a Hidden Energy design. (IT House)
OPPO Watch X理想汽车定制版上线
On July 12th, it was reported that the OPPO Watch X Ideal Car Customized Edition has been launched today. According to OPPO's previous official announcement, OPPO Watch has reached a system-level in-depth cooperation with Li Auto, the first to support watch non-inductive Bluetooth car keys, and the functions cover the full range of ideal models. (Bullwhip)
Honor released a new generation of folding machine Magic V3: a new record for the thinness and lightness of the folded body to 9.2mm, and the body is as light as 226g
The just-released Honor Magic V3 refreshes the folded thin and light record set by the Honor Magic V2: the folded state is as thin as 9.2mm, and the body is as light as 226g, which is the same weight as the Huawei Pura 70 Ultra. The Honor Magic V3 body is made of aerospace special fiber materials, with a strength of up to 5800MPa and a hinge as thin as 2.84mm, and the outer screen is made of King Kong giant rhino glass, which supports 2.5m waterproof (Pura 70 Ultra is waterproof to 2 meters), and can support 15 minutes of quick washing in a drum washing machine. It is equipped with the third-generation Qinghai Lake battery (silicon carbon anode, silicon content increased to 10%), and the battery capacity is 5150mAh. (Fast Technology)
PART05 Policies/Perspectives
The China Securities Association plans to issue guidelines for IPO counseling
It was learned from the industry that in order to further improve the quality of listing counseling, guide counseling institutions to formulate practice standards and operating procedures for counseling, and urge companies to be listed to establish a correct "listing concept", recently, the Securities Association of China organized the drafting of the "Guidelines for Initial Public Offering and Listing Counseling (Draft for Comments)" and solicited opinions from companies in the industry. Specifically, the first is to clarify the organizational form and personnel requirements of the counseling work. The second is to clarify the content of counseling and the focus of counseling work at each stage. The third is to standardize the implementation process of counseling work. The fourth is to unify the requirements of the counseling work papers. (Securities Daily)
Fu Bingfeng of China Automobile Association: The new development of the automobile industry brings new problems
On July 12, the 2024 China Automotive Forum was held in Shanghai. At the meeting, Fu Bingfeng, executive vice president and secretary general of the China Association of Automobile Manufacturers, said that at present, China's new energy vehicles have formed a large-scale market, but there are also many challenges in the process of industrial development. Specifically, anti-globalization and a new round of trade protectionism have restricted the global popularity of intelligent networked new energy vehicles; The difficulties and resistance to the global popularization of new energy vehicles continue to strengthen; Industries in transition are generally anxious about sustainable and healthy development. (Securities Times)
Unmanned driving wants to rob drivers of jobs? Zhou Hongyi: People who are engaged in technology should also consider social responsibility
On July 12, on the question of whether Radish Run will grab the job of taxi drivers, Zhou Hongyi, chairman of 360 Group, released a video saying that doing science and technology is ultimately for the benefit of mankind and to create a better life for everyone. He said that he had seen a lot of controversy in the past two days. On the one hand, scientific and technological progress must promote the progress of unmanned driving technology and the development of artificial intelligence technology, and driverless taxis can indeed reduce operating costs and bring consumers a better experience, at least not refusing to load, not throwing passengers, not rampage, and driving is relatively stable. But on the other hand, if many people have no jobs and no income because of artificial intelligence technology, it is also a social problem. (Sina Technology)
Agency: China's passenger car connectivity penetration rate is estimated to reach 100% by 2028
According to a report released by market research agency Counterpoint Research, the cumulative shipment of automotive network access device (NAD) modules will exceed 700 million in the 10 years from 2020 to 2030, and is expected to grow at a compound annual growth rate of 13%. In 2023, China accounted for nearly one-third of total shipments of NAD modules, with 8 out of every 10 vehicles shipped in China connected, and passenger cars are expected to reach 100% connectivity penetration by 2028. (Southern Finance & Economics)