Editor's note: Whip Bull Corps sorts out the hot industry news every day and understands the dynamics of the day in one stop.
—— Domestic dynamics ——
1. Song Ziwei announced her resignation from Ideal AI Entrepreneurship
Today, Song Ziwei posted a blog confirming that she has left the ideal, saying: "Entrepreneurship has always been a seed in my heart, and I am grateful for the support and encouragement of my friends and seniors during this time. I've been paying attention to the AI smart hardware track, and I hope to explore this new field full of imagination. ”
2. Yu Chengdong: The cumulative number of Hongmeng Zhixing's National Day has exceeded 28,600 units
Yu Chengdong, Executive Director of Huawei, Chairman of the Device BG, and Chairman of the Intelligent Vehicle Solution BU, released a message on Weibo, saying that the cumulative number of units set by Hongmeng Zhixing during the National Day holiday from October 1 to 7 exceeded 28,600 units. Among them, the Zhijie R7 Dading exceeded 9,600 units, the Wenjie M9 Dading exceeded 7,800 units, and the Wenjie M7 Dading exceeded 9,000 units.
3. Kuaishou removed a new batch of illegal micro-short dramas and accounts
Today, Kuaishou issued a new issue of the special governance announcement for illegal micro-short dramas, removing some illegal micro-short drama dramas and related publishing accounts, and investigating and cleaning up related videos, and at the same time, removing 3 related institutions including "Hunan XXXXX Company".
4. Offline supermarket franchise fee of 200,000? Xin Xuan refuted rumors: Never started any offline supermarket investment promotion activities
Xinxuan officially issued an announcement to refute rumors, saying that the company recently noticed that some people maliciously spread false information, claiming that "Xinxuan offline supermarkets have begun to attract investment, with a franchise fee of more than 200,000 yuan", swaggering and defrauding money. In this regard, Xinxuan Group solemnly declares: Xinxuan Group has never opened any offline supermarket investment promotion activities, and the above information is purely a rumor.
5. Baidu announced a new round of cadre rotation: Luo Rong is responsible for MEG, and He Junjie is acting CFO
Baidu announced a new round of cadre rotation, and Julius, executive vice president of the group, will be rotated to the head of the mobile ecosystem business group (MEG) and will no longer serve as the group's CFO. At the same time, the Health Business Group (HCG) was merged into MEG. Jackson, Senior Vice President of the Group, rotated to serve as Acting CFO and no longer served as the head of MEG. (36 Krypton)
6. The number of WeChat payment transactions during the National Day holiday increased by 20% year-on-year
According to the "2024 National Day Holiday Data Report" released by WeChat, the number of WeChat payment transactions in travel-related industries during this year's National Day holiday has nearly doubled compared with the week before the holiday; The total number of WeChat Pay purchases increased by 20% compared to the same period last year. At the same time, the average daily number of travel daily videos published on WeChat Channels during the holiday increased by 80% compared with the week before the holiday.
7. WeChat Hongmeng Native Edition starts internal beta test invitation
Tencent issued an announcement, saying that the WeChat Hongmeng native version has started internal testing invitations. According to Tencent, the WeChat HarmonyOS Native Edition has officially begun to invite users who have upgraded to the native HarmonyOS NEXT internal beta test to experience it early after receiving the invitation. At present, this version of WeChat has included basic social communication, audio and video calls, Moments, WeChat Pay QR code receipt/payment and other functions.
8. Tencent will repurchase at least HK$100 billion in 2024, with a total of HK$88.3 billion in the first three quarters
According to public information from the Hong Kong Stock Exchange, Tencent Holdings (HK00700) repurchased HK$35.9 billion in the third quarter. In the first three quarters of this year, Tencent has repurchased a total of 250 million shares, with a total repurchase of HK$88.26 billion, a record high for the same period in history. As of the close of trading on October 7, Tencent has repurchased more than 89 billion Hong Kong dollars this year.
In this year's wave of buybacks of Hong Kong stocks, Tencent's buyback amount has exceeded the buyback amount of Hong Kong-listed companies by 40% in the same period.
9. Zhu Jiangming, CEO of Leap: 17,397 cars were locked on the 7th day of the National Day
Zhu Jiangming, CEO of Leapmotor, posted a picture on Moments, saying that 17,397 Leapmotor cars were locked on the 7th National Day, of which 3,576 were locked on October 7. It is reported that Leapmotor delivered 33,767 new cars in September, a year-on-year increase of 113.7%; A total of 172861 units were delivered in the first three quarters, a year-on-year increase of 94.6%.
10. Ministry of Industry and Information Technology: From January to August, Internet and related service enterprises above designated size completed Internet business revenue of 1,171 billion yuan, a year-on-year increase of 4.4%
According to data from the Ministry of Industry and Information Technology, from January to August, Internet and related service enterprises above designated size completed Internet business revenue of 1,171 billion yuan, a year-on-year increase of 4.4%, and the growth rate fell by 0.6 percentage points from January to July.
11. Geely's Yizhen Automobile Company changed its leadership
Tianyancha App shows that recently, Zhejiang Yizhen Automobile Co., Ltd. has undergone industrial and commercial changes, Nan Shengliang stepped down as the legal representative, executive director and manager, and Fan Qihu took over as the legal representative, manager and director. Zhejiang Yizhen Automobile Co., Ltd. was established in April 2016 with a registered capital of about 347 million yuan, and is jointly held by Zhejiang Yizhen New Energy Automobile Co., Ltd. and Yiwu Houtong New Energy Automobile Industry Investment Fund Partnership, both subsidiaries of Geely.
12. Jihu Automobile: 5,252 orders during the National Day
ARCFOX announced that orders for 5,252 vehicles during the National Day period, including 2,172 orders for the Alpha T5 model and 1,873 orders for the Alpha S5 model. In addition, the company reported sales of 10,880 units in September, and 46,741 units in the January-September period.
—— International News ——
1. Institutions: From January to September, the number of global travel app downloads increased by 4.4% month-on-month to 2.15 billion
According to data from market research firm Sensor Tower, the number of global travel app downloads will increase year by year from 2020 to 2024. From January to September 2024, the number of travel app downloads increased by 4.4% year-on-year to 2.15 billion, and the number of downloads is expected to exceed 2.8 billion in 2024. Global travel in-app purchase revenue also continues to grow. From January to September 2024, travel app revenue increased by 19.5% year-on-year to $140 million, and full-year revenue in 2024 is expected to exceed $180 million.
2. Foxconn's parent company: It will take years for the EV business to grow
Hon Hai Precision Industry Co. Ltd. said it will take years to gradually develop its nascent automotive division as global electric vehicle sales slow, while its business of manufacturing and selling artificial intelligence servers using Nvidia chips is booming and growing rapidly. Guan Run, head of Hon Hai's electric vehicle business, said in an interview that the company is cautiously advancing its electric vehicle business, believing that the business environment is highly uncertain and that if it moves too quickly, it may encounter unforefalls. "We want to be very smart in terms of both investment and development," he said. He said it could be about another five years before he gets the full start of his Ohio plant. (Sina Finance)
3. Korea accuses TikTok of violating communications and privacy laws
An official from the Korea Communications Commission said Monday that the agency would launch an investigation into TikTok's possible violations of Korea's personal data protection law. According to industry insiders, TikTok is accused of automatically requiring users to receive ads instead of allowing users to consent to receive such content under Korea law. TikTok is also suspected of not sharing the full contents of its terms of service and privacy policy with users when they join the platform.
4. Head of Tesla Motors Project and New Product Integration joined Waymo
· Ho, Tesla's former head of automotive programs and new product integration, announced last week that he will serve as Waymo's program director. According to Mr. Ho's LinkedIn information, Mr. Ho reported directly to Tesla CEO Elon · Musk, oversaw the development and mass production of the Model Y and Cybertruck, opened new factories in Berlin and Texas, and increased production from 500,000 to 1.85 million per year, while laying the groundwork for robotaxis.
5. Nvidia's market value surpassed Microsoft to become the world's second largest company, and Apple's first
Nvidia (NVDA) surpassed Microsoft (MSFT) in market capitalization on Monday to become the world's second-largest company after Apple (AAPL), according to foreign reports.
On Monday, Nvidia shares rose more than 2%, with its market capitalization rising to $3.13 trillion, surpassing Microsoft's $3.04 trillion. Nvidia's partner, Super Micro Computer (SMCI), reported strong GPU shipments, driven by artificial intelligence (AI) demand, driving both companies' stock prices higher.