36氪_让一部分人先看到未来

The new generation quantum chip Willow demonstrated unprecedented computing power when completing a benchmark test.

TOP3 Big News

Google's Latest Quantum Chip Breakthrough: Completes Computation That Current Supercomputers Would Take "10 to the Power of 25" Years in 5 Minutes

According to Yicai Global, on December 10, 2024, Google announced the latest breakthrough in the field of quantum computing on its official website. Its new-generation quantum chip, Willow, demonstrated unprecedented computing power when completing a benchmark test. In just under five minutes, Willow completed a complex benchmark test task. If this task were to be completed by the fastest supercomputer in the world currently, it would take "10 to the power of 25" years, far exceeding the age of the universe. This progress has attracted widespread attention in the technology industry and is considered a crucial step for quantum computing towards practical application. (Yicai Global)

Nvidia Responds to Being Investigated by the Market Regulatory Bureau: We Are Glad to Answer Any Questions from Regulatory Agencies Regarding Our Business

According to the news from the State Administration for Market Regulation on December 9, due to Nvidia Corporation's suspected violation of the Anti-Monopoly Law of the People's Republic of China and related review and decision announcements, the Market Regulatory Bureau has lawfully initiated an investigation into it. The transaction involved in this case is Nvidia's acquisition of Mellanox for $6.9 billion in 2020, which has a profound impact on supercomputing and artificial intelligence. Regarding the investigation by the regulatory authorities, Nvidia responded that we are glad to answer any questions from regulatory agencies regarding our business. (Sina Technology)

Tencent Video's new members can only play on one device simultaneously

Recently, Tencent Video released an adjustment statement on member rights. The new member service rules are: For Tencent Video VIP members purchased, received, or activated after 0:00 on December 16, 2024, within the validity period of the membership of this order, they can be logged in on a cumulative total of 3 devices and played on one device simultaneously. At the same time, the rights of old members remain unchanged. For Tencent Video VIP members who have subscribed to the continuous monthly/bimonthly/annual subscription before December 16, 2024, if they do not unsubscribe, they can continuously enjoy the rights to log in on a cumulative total of 5 devices and play on 2 devices simultaneously. For Tencent Video VIP members who purchased, received, or activated monthly/quarterly/annual cards before December 16, 2024, within the validity period of the membership of this order, they can also enjoy the rights to log in on a cumulative total of 5 devices and play on 2 devices simultaneously. In addition, the rights of Tencent Video SVIP members are not affected by this adjustment and remain unchanged. (Tech from Caijing.com)

Big Companies/Big Events

Official Response to Fire at Alibaba Cloud Computing Data Center

On December 9, a netizen posted a video claiming that a fire broke out at Alibaba's cloud database in Yuancheng District, Heyuan, Guangdong. The scene was ablaze with fierce flames and thick smoke. The video poster said the fire occurred on the afternoon of December 9, and several hundred people escaped outward. The reporter called the Propaganda Department of Yuancheng District Committee in Heyuan, Guangdong. The staff of the Propaganda Department confirmed to the reporter that this incident did occur. The staff told the reporter that the fire occurred in the jurisdiction of Yuannan Town. At around 3 p.m. on December 9, the fire had been extinguished, and there were no casualties at the scene. (Metro Live)

Hisense Responds to Rumors of Layoffs: Data Circulated Online Are Untrue Speculations

36Kr has learned that Hisense issued a statement on Weibo. Currently, the relevant data and information about Hisense's layoffs circulated on the Internet are all untrue speculations. Regarding the bad behavior of some media and self-media who deliberately exaggerate the number and proportion of layoffs to "gain traffic", Hisense will pursue their relevant responsibilities through legal channels. Like most enterprises, Hisense allocates human resources through an evaluation mechanism. At the end of each year, it will make appropriate adjustments to the organization and employees based on the company's performance and individual performance, treating middle and senior management and ordinary employees equally, with comings and goings at all levels.

Yakult Closes Shanghai Factory After 20 Years, Company Responds: To Improve Production Efficiency Through Restructuring

On December 6, Yakult Honsha of Japan announced the closure of its lactobacillus beverage production base in Shanghai, China - the Shanghai Factory. On December 10, Yakult China confirmed the news. Yakult stated that the Shanghai Factory has now been integrated into the Shanghai headquarters. Closing the Shanghai Factory is part of the company's business reform, with the aim of improving production efficiency through restructuring, integrating resource allocation to further increase sales and performance. (Southern Metropolis Daily)

The three major U.S. stock indexes closed lower collectively, and popular Chinese concept stocks generally declined

36Kr learned that as of the close on December 10, the three major U.S. stock indexes collectively declined. The Dow Jones Industrial Average fell by 0.35%, the Nasdaq Composite Index fell by 0.25%, and the S&P 500 Index fell by 0.3%. Large technology stocks had mixed performances. Google rose by more than 5%, Tesla rose by more than 2%, and Meta and Apple rose slightly; Oracle fell by more than 6% as its revenue in the second fiscal quarter and performance guidance for this fiscal quarter fell short of expectations; Nvidia fell by more than 2%, and Microsoft, Amazon, and Netflix declined slightly. Popular Chinese concept stocks generally declined. Tiger Brokers fell by more than 14%, Futu Holdings and Bilibili fell by more than 11%, NIO fell by more than 7%, XPeng Motors fell by more than 6%, Li Auto, Tencent Music, and Pinduoduo fell by more than 5%, JD.com and Baidu fell by more than 4%, and Alibaba and Weibo fell by more than 2%.

The Air Ticket Booking Platform Is Accused of Buying Low and Selling High

According to The Paper, a man bought an air ticket through a third-party platform for 3,357 yuan, but the actual "tax-included fare" was only 1,070 yuan, with a price difference of 2,287 yuan. Due to the price difference and different cabins of the air ticket, the man believed that the Flight Butler was suspected of fraud and demanded a refund and compensation in accordance with the "Consumer Rights and Interests Protection Law" with a "refund of one and compensation of three".

The reporter of The Paper found that the situation where the actual payment for the air ticket is higher than the actual fare is not accidental. Previously, many consumers reported having similar experiences. In this regard, the lawyer analyzed that if the air ticket agent, in the process of selling tickets, deliberately sells air tickets with a price higher than the actual fare to consumers by concealing the actual fare or providing false information, causing consumers to pay a higher fare against their true will, this behavior constitutes fraud. Consumers can demand a "refund of one and compensation of three" in accordance with the "Consumer Rights and Interests Protection Law". (The Paper)

Elon Musk Responds to Cybertruck Without Logo: The Design is Special Enough

On December 10, Tesla CEO Elon Musk revealed why the company's Cybercab and Cybertruck do not have the signature "T" logo like the previous four flagship models. The Cybertruck is the first Tesla model without a "T" logo on the hood, but everyone knows its manufacturer. Musk believes that Tesla's fully autonomous vehicle, Cybercab, will also follow this concept. It is this concept that makes Tesla models easily recognizable. Musk stated on X that if a product is special enough, it does not need any logo.

Musk pointed out when presenting the Cybertruck in November 2019 that most pickups on the market today look the same, and if the brand logo on the front of the vehicle is removed, it is difficult to distinguish the pickup models of different manufacturers. (IT Home)

Some banks' consumer loan interest rates drop to 2.78%, and the interest rate of consumer loans of some major banks has decreased by 50 basis points within the year

According to Cai Lian She, as the end of the year approaches, many banks have launched a new round of consumer loan preferential activities in December. Among them, the minimum annual interest rate of consumer loans in some banks has dropped to 2.78%. In addition, the consumer loan interest rates of some major banks have cumulatively decreased by more than 50 basis points within the year, and the overall downward trend of interest rates brings more choices for individual borrowers.

In December, the banks' consumer loan preferential activities usher in a new round of interest rate cuts. For example, the Suzhou Branch of China Merchants Bank has launched a preferential activity with the minimum annual interest rate of 2.78% for its Lightning Loan, which is applicable to both new and old eligible customers. In addition, the branches of China Merchants Bank in other regions such as Shenzhen and Nanjing have also launched interest rate activities as low as 2.88%. And a customer manager of a joint-stock bank in Beijing said that the bank offers a preferential annual interest rate of at least 2.86% for new customers, and the maximum loan amount can reach 500,000 yuan. (Cai Lian She)

Porsche: Dynamically adjusting the scale of the dealer network, integrating it to 100 by 2026

According to Shell Finance, it is reported that Porsche plans to adjust the dealer network, gradually eliminating and optimizing the network in the next two years, and it is expected to retain about 100 dealers by the end of 2026. On December 10, Porsche China responded to reporters that Porsche has been continuously evaluating the layout of the dealer network. (Jiemian News)

Tesla Fined 70,000 Yuan for Violating Foreign Exchange Registration Management Regulations

36Kr learned that the Tianyancha App shows that recently, Tesla Motors (Beijing) Co., Ltd. was fined 70,000 yuan by the Beijing Branch of the State Administration of Foreign Exchange for violating foreign exchange registration management regulations. Tesla Motors (Beijing) Co., Ltd. was established in November 2012, with Wang Hao as the legal representative and a registered capital of 2 million US dollars. Its business scope includes car sales, retail of auto parts, sales of charging piles, battery manufacturing, second-hand car brokerage, etc., and it is wholly owned by Tesla Motors Hong Kong Co., Ltd.

General Motors Stops Funding Cruise for Developing Autonomous Taxi

General Motors said on Tuesday that it will no longer provide funds for Cruise's robotaxi development work, citing "capital allocation priorities" and "the significant time and resources required to scale the business, as well as the increasingly competitive robotaxi market." General Motors plans to "re-align its autonomous driving strategy," focusing on advanced driver assistance systems and autonomous driving systems for personal vehicles, and will merge Cruise LLC, in which it holds a majority stake, with General Motors' technology team. (Sina Finance)

CATL: Intends to Distribute Cash Dividends of 12.3 Yuan per 10 Shares to All Shareholders

36Kr has learned that CATL announced that the company intends to use 15% of the net profit attributable to shareholders of the listed company in the consolidated statements for the first three quarters of 2024, which is 5.4 billion yuan, as the total distribution amount for dividends. Based on the existing total share capital of 4.403 billion shares, after excluding the 15.9915 million shares that have been repurchased in the dedicated securities repurchase account, the remaining share capital is 4.387 billion shares. Cash dividends of 12.3 yuan per 10 shares will be distributed to all shareholders. This dividend does not include bonus shares, and no capital reserve will be converted into share capital.

Over 40% of Passengers at Shenzhen Bay Port Clear Customs by Facial Recognition

From this month, the "Multiple-Entry Visa for One Signature" for Shenzhen residents to travel to Hong Kong has officially been launched. Residents with household registration in Shenzhen and holders of residence permits can apply for the "Multiple-Entry Visa for One Signature" for traveling to Hong Kong. They can travel to and from the Hong Kong region unlimited times within one year, with each stay in Hong Kong not exceeding 7 days. Recently, the Shenzhen Bay Port has also opened the "Clear Customs by Facial Recognition" measure. According to statistics from the General Station of Shenzhen Immigration Inspection, as of December 9, the number of people who cleared customs using the "Document-Free" channel exceeded 630,000. The number of people who cleared customs by facial recognition accounted for about 43% of the number of people who passed through the fast-track channel on the highest single day. Passengers in the "Document-Free" channel can complete the customs inspection within 10 seconds by looking straight at the camera, automatically verifying fingerprints, facial features and other biometric information. (CCTV News)

TikTok Files Emergency Motion to Prevent the Enforcement of the US Ban Law

On December 9 local time, TikTok, owned by ByteDance, issued a statement on its official website and official account, stating that it has submitted an emergency motion to the US Court of Appeals for the District of Columbia Circuit to prevent the enforcement of the TikTok ban law. Previously, the US Federal Appeals Court ruled that, for national security considerations, the decree signed by US President Biden that requires ByteDance to sell TikTok in the US should be maintained. (China Business News)

Brussels Investigates Secret Advertising Deal Between Google and Meta Targeting Teenagers

It is reported that European regulators have asked Google to provide more information about the secret advertising collaboration with Meta, which ignored the search company's own regulations on how to treat minors. The report, citing people familiar with the matter, said that officials have been investigating a series of advertising campaigns to promote the social media platform Instagram to teenagers. (Sina Finance)

Boeing Announces Nearly 1,000 More Layoffs

It is reported that the American aircraft manufacturer Boeing is going to lay off staff again, involving nearly 1,000 people in Washington State and California. This round of layoffs is part of Boeing's plan to cut 17,000 jobs globally announced in October. According to relevant reports on December 9, Boeing's latest layoffs involve nearly 400 people in Washington State and more than 500 people in California. The positions to be eliminated include engineers, human resources staff, and analysts, affecting Boeing's commercial, defense, and global services divisions. In a document submitted to the government in mid-November, Boeing said it plans to lay off about 2,500 people. Combined with the nearly 1,000 people in the latest reports, Boeing's recent layoff scale is about 3,500 people. (Xinhua News Agency)

TikTok Shop Officially Launched in Spain

TikTok released a statement on December 10 local time, stating that TikTok Shop has been officially launched in Spain. (Jiemian News)

Report: Chinese Users' Search Interest in Overseas Travel during the Spring Festival Holiday Has Surged Nearly Threefold

36Kr learned that according to the data of Airbnb China, compared with the New Year's Day and other year-end holidays, Chinese users' search interest in overseas travel during the Spring Festival holiday has surged nearly threefold. The top ten overseas travel destinations are Japan, Thailand, New Zealand, Norway, Australia, South Korea, Malaysia, the United States, Italy, and Indonesia, with seven in the Asia-Pacific region.

The trading volume of the Shanghai and Shenzhen stock markets has exceeded 1 trillion yuan for the 50th consecutive trading day.

36Kr learned that the trading volume of the Shanghai and Shenzhen stock markets has exceeded 1 trillion yuan for the 50th consecutive trading day, setting a new historical record.

The comprehensive implementation of the personal pension system is imminent: The society has high expectations for the system optimization

The personal pension business, which has been piloted for more than two years, is about to expand, and relevant departments will make mobilization and deployment for the comprehensive implementation of the personal pension system. Some optimizations may be introduced to the relevant policies of the personal pension system after this expansion. The "China Pension Wealth Reserve Survey Report (2024)" shows that the respondents have high expectations for the optimization of the personal pension system. Among them, providing policy support to groups that cannot enjoy tax incentives ranks first. The report also believes that tax preferences and subsidies are still necessary tools for the development of personal pensions. (21jingji.com)

Galaxy Securities: "Guzi Economy" Enjoys High Prosperity, IP Layout in Progress

36Kr learned that the research report of China Galaxy Securities indicates that the prosperity of the "Guzi Economy" is high, and high-quality IP is the key. In 2024, IP-related products continue to maintain high popularity. From the My Little Pony trading cards in the first half of the year to the Guzi stores and Jellycat pop-up stores since the third quarter, they have all maintained a high level of attention, and the market demand is strong. It is believed that: IP creation is the core of "Guzi" and trendy toy consumption. In the process of attracting fans and integrating multiple business forms, the influence of IP plays a decisive role. As the key to accumulating users and breaking through the circle for products, high-quality IP can more attract consumers and extend the product life cycle. Therefore, in the current environment of high market attention and strong demand, the high prosperity of high-quality IP products is expected to be maintained.

The Bond Market "Racing Ahead" to 2025, with Bonds Almost in a State Where No One Is Bearish

In 2024, the bond market rose significantly beyond expectations and set several new historical records. As the year comes to an end, the monetary policy "combination punch" is exerting its force, and measures such as regulating non-bank interbank deposits have further stimulated the upward movement of the bond market. At the same time, the market generally expects that there is still a probability of interest rate cuts by the central bank in 2025, and the yield of 10-year government bonds will fall to around 1.8%. Therefore, the "racing ahead" behavior of institutions is quite obvious, with the yield of 10-year government bonds falling below 2% and challenging 1.9%. An institutional investor told reporters that nowadays, bonds are almost in a state where no one is bearish. However, in the face of the bond market with yields continuously declining, some asset management institutions also believe that the cost performance of the future bond market is weakening, and the volatility will increase. (Shanghai Securities News)

Starbucks China's management continues to adjust, recruiting a CGO from a digital marketing company to manage growth

Starbucks China has appointed Tony Yang as the company's CGO (Chief Growth Officer). This is the first time that Starbucks China has established the CGO position. Tony Yang was previously the president and partner of Tezign, a company in the digital marketing field. In January last year, Tony Yang joined Jidu Auto and served as the head of the user development department. It is also learned that the current CFO, Karen Yih, will leave the company in December. (LatePost)

Sources say OPEC's current Secretary-General Haitham Al-Ghais will be re-elected

It is reported that four representatives of the Organization of the Petroleum Exporting Countries (OPEC) said that the organization will re-elect the current Secretary-General Haitham Al-Ghais for another three-year term at a virtual meeting to be held on December 10. (Cailian Press)

The Forefront of AI

OpenAI Officially Opens Canvas: Supports Python Coding and Can Be Integrated into Custom GPT

On December 11th, following OpenAI's release of the artificial intelligence video generation tool Sora at 2 a.m. on December 10th, the company officially opened the interactive interface Canvas to all ChatGPT users in an event at 2 a.m. on December 11th. Canvas is a brand-new tool launched by OpenAI based on its latest main model, GPT-4o. It is not just a chat tool but a powerful collaborative platform specifically designed for writing and coding projects. Compared to the previous beta version, the official version of Canvas is now available to all ChatGPT users and can be integrated into custom GPT models. Furthermore, OpenAI now allows users to run Python code in Canvas and directly view the text or graphic output.

Starting from December 5th local time, OpenAI has entered a cycle of continuously releasing new features. Within 12 days, it will release new products and features through 12 live-streaming events. Prior to this, OpenAI has successively released the ChatGPT Pro plan, enhanced fine-tuning technology, and Sora. (Tencent Technology)

OpenAI CEO: It will take some time for everyone to be able to use Sora

OpenAI CEO Sam Altman posted on the social media platform X on December 10 that it will take some time for everyone to be able to use the artificial intelligence (AI) video production model Sora. He wrote: "We seriously underestimated the demand for Sora." (Jiemian News)

IDC: Half of Chinese Mobile Phone Manufacturers Use Wenxin Large Model

36Kr has learned that the IDC report shows that as of the third quarter of 2024, the shipment volume of the Chinese smartphone market has achieved a consecutive four-quarter year-on-year growth, and the intelligent experience upgrade brought by the large model has contributed significantly. Public information shows that more than half of Chinese mobile phone manufacturers are using the Wenxin Large Model, including mainstream mobile phone brands such as Honor, Vivo, OPPO, and Xiaomi.

CITIC Securities' OpenAI Release Preview: AI Commercialization Landing Accelerates Again

36Kr has learned that CITIC Securities' research report indicates that according to its official website, OpenAI announced that starting from December 5, it will announce new products and new functions for 12 consecutive working days. Currently, functions such as the official version of o1, ChatGPT Pro, and enhanced fine-tuning have been released. We expect that the main directions of subsequent releases will include multimodality, Agent and platform tools, AI applications, etc. The main products may include previews of important products such as Sora and Operator. Considering the rapid prosperity of the current model ecosystem, the upgrade of model capabilities and the reduction of the threshold for industry-specific landing, combined with the application landing forms such as Agent, we expect that the landing of AI applications will continue to accelerate in 2025.

The application of AI is continuously deepening, and the prosperity of the sector is continuously improving

Recently, many artificial intelligence companies have intensively released their latest products, and the relevant concept sectors in the A-share market have been actively performing. Wind data shows that the Wind Artificial Intelligence Concept Index has achieved an increase in 6 out of the 9 trading days since November 27, with an interval increase of 12.64%. Analysts believe that the growth of overseas AI applications is strong, and the growth potential of domestic AI applications is expected to explode. On the one hand, the performance of core AI application companies in the US stock market is growing rapidly, further strengthening the AI narrative logic; on the other hand, the domestic AI application scenarios are more extensive, and good application effects have been achieved in many fields such as education and office. It is recommended to focus on the growth and monetization ability of domestic AI applications. (China Securities Journal)

It is reported that AI chip startup Tenstorrent intends to conduct business in Japan and design cutting-edge semiconductors.

It is reported that the AI chip startup Tenstorrent plans to carry out business in Japan and design cutting-edge semiconductors. The company is also considering outsourcing semiconductor production to the Japanese semiconductor manufacturer Rapidus. (Jiemian News)

Big Company Financial Reports

Oracle's Quarterly Revenue and Profit Both Increase

Due to the continuous demand for artificial intelligence, Oracle's revenue and profit both increased in the second fiscal quarter. Oracle announced on December 9 that its profit in the second fiscal quarter was $3.15 billion, compared with $2.5 billion in the same period last year. Revenue increased by 9% to $14.1 billion. Oracle CEO Safra Catz said that the record demand for AI boosted the revenue in the recent fiscal quarter. She said that Oracle's cloud infrastructure division is expected to generate more than $25 billion in revenue in fiscal year 2025. (Jiemian News)

Investment and Financing

"KaiDaHengYe" Completed Nearly 400 Million Yuan in First-round Financing, Led by Black Ant Capital

36Kr learned that "KaiDaHengYe", a frozen potato product manufacturer, has recently completed nearly 400 million yuan in first-round financing. This round of financing is led by Black Ant Capital, with C&D Emerging Investment as a co-investor. The financing will be used for production line construction, breeding research and development, brand marketing, etc., to continuously deepen the optimization and integration of the entire potato industry chain.

Qingdao Mingbang Intelligent Technology Co., Ltd. Completes Series A Financing of 10 Million Yuan

36Kr has learned that Qingdao Mingbang Intelligent Technology Co., Ltd. announced the completion of a Series A financing of 10 million yuan. This financing is led by the well-known investment institution Guangdong Nanfang Zifang Investment Group, aiming to further promote Mingbang Intelligent's technological innovation and market expansion in core business areas such as intelligent security, pattern recognition, cloud computing, and intelligent systems. It is introduced that Mingbang Intelligent is a high-tech enterprise focusing on intelligent security, pattern recognition, cloud computing, and intelligent systems.

"Xirong Zhaobo" Completes Multi-Million Yuan Angel Round Financing

36Kr has learned that recently, "Xirong Zhaobo" announced the completion of a multi-million yuan angel round of financing. This round of financing is led by CAS Star, with Jiechuang Capital, Hefei Seed Fund, and Hefei Angel Investment Fund participating in the follow-on investment. The funds raised will be mainly used to enhance the company's product strength in the fields of controllable nuclear fusion and semiconductors, accelerate the development and market promotion of RF power supply products, and build an intelligent RF equipment solution for the semiconductor market.

"Shuixin Electronics" Completes a New Round of Tens of Millions of Equity Financing

36Kr has learned that recently, "Shuixin Electronics", a R & D manufacturer of reconfigurable digital power management chips, has completed a new round of equity financing of tens of millions of yuan. The investors are Yuqiaohe Investment and Suzhou High-tech Zone Science and Technology Innovation Angel Fund, and Mushi Capital serves as the exclusive financial advisor. Currently, Shuixin Electronics is conducting a new round of financing of hundreds of millions of yuan, and it is expected to complete the transaction before the Spring Festival in 2025.

Cool Products

Lei Jun: It is expected that Xiaomi YU7 will be officially launched in June or July next year.

36Kr learned that Lei Jun, the founder, chairman and CEO of Xiaomi, posted on Weibo that Xiaomi YU7 is currently undergoing large-scale road tests and is expected to be officially launched in June or July next year.

Equation Leopard officially announces the new Titanium series product line, with the first model Titanium 3 to be launched in the first half of next year

36Kr learned that on December 10, Equation Leopard officially announced the Titanium series. The Titanium series is the second major product series to be launched by Equation Leopard after the Leopard series, and it is also the second major tough series under the brand, which will open a new "home-use tough" product line for Equation Leopard. In addition, the first model, Titanium 3, will be launched and listed as the first product of the Equation Leopard Titanium series in the first half of next year.

Organized by | Wang Xinyi