什么 AI 泡沫？英伟达盈利超预期
2025-11-20
| Chipmaking giant Nvidia, the world's most valuable listed company, topped market expectations with third-quarter earnings showing a 62 percent increase in revenue to US$57 billion and net income surging 65 percent to US$31.9 billion. It forecast fourth-quarter earnings of US$65 billion, well above analysts' predictions. The widely watched results are expected to quell, at least for now, concerns about the stability of big tech's headlong dive into spending on artificial technology.
Nvidia chips are used by all the leading AI companies to develop new models and technologies. Sales to data centers surged two-thirds to US$51 billion, with the bulk of those sales in "compute" chips, the company's graphic processing units. Nvidia said its best-selling product is the new Blackwell Ultra chip. "Blackwell sales are off the charts, and cloud GPUs are sold out," said Chief Executive Officer Jensen Huang. "AI is going everywhere, doing everything, all at once." Nvidia shares have declined in recent trading amid concerns about an AI bubble that has sent stock valuations far ahead of short-term earnings potential. In off-hours trading in New York after the results were announced, Nvidia shares rose 3 percent, and other big tech stocks, including Oracle, Alphabet and AMD, also climbed. |
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| 来源: Shanghai Daily |
中国暂停进口日本海产品
2025-11-20
| China has suspended all imports of Japanese seafood, claiming Japan failed to provide promised technical data regarding its management of Fukushima nuclear wastewater. The move reverses a partial lifting of the ban in June. China's Ministry of Foreign Affairs said even if exports resumed, strong public anger in China over Japanese Prime Minister Sanae Takaichi's "reckless" Taiwan remarks would eliminate any market demand. The escalating dispute is also impacting travel. Data from Flight Manager show a decline in tourists travelling from the Chinese mainland to Japan. | |
| 来源: Shanghai Daily |
阿里巴巴升级其人工智能聊天机器人
2025-11-20
| Chinese tech giant Alibaba launched a major upgrade to its AI chatbot this week, pushing more aggressively into the consumer market for artificial intelligence, Reuters reported. The new free app is based on the company's most advanced version of its Qwen large language model. It's available free both on the mobile application and on the website in China, with a global version to come later. The Qwen app has entered public beta testing and is being billed by the company as "the best personal AI assistant with the most powerful model." Alibaba has somewhat lagged behind rivals in developing ChatGPT-style consumer apps and faces competition from rivals such as DeepSeek and ByteDance's Doubao and Tencent. | |
| 来源: Shanghai Daily |
Alphabet称：若AI泡沫破裂，没人能幸免
2025-11-19
| The boss of Google parent Alphabet told the BBC that if the bubble in artificial intelligences bursts, no company in the industry will escape unscathed. Chief Executive Sundar Pichai described the growth of AI as an "extraordinary moment," while admitting that investment in the sector contains a degree of "irrationality." His comments come in a week when AI-related stocks are retreating, amid fears they are overvalued when compared with their short-term profit potential. The big tech companies have been pouring huge sums into AI technologies and forming a complicated web of industry deals, many involving significant debt. Alphabet alone has doubled investment in AI to US$90 billion. Its shares have doubled in value in seven months to US$3.5 trillion. Can Alphabet weather a bubble puncture? "I think no company is going to be immune, including us," Pichai said. | |
| 来源: Shanghai Daily |
小米利润创纪录，业绩超出预期
2025-11-19
| Smartphone and electric car maker Xiaomi reported a record high profit of 11.3 billion yuan (US$1.6 billion) in the third quarter, up 81 percent from a year earlier and beating market forecasts by a large margin. The revenue rose 22 percent to 1.1 trillion yuan. The electric car business turned a profit for the first time, with income of 700 million yuan on delivery of 108,800 units. In the mobile segment, Xiaomi smartphones mobiles remained No. 3 in the world with a 13.6 percent market share, despite strong competition from other brands such as Apple iPhones. The company warned that smartphone prices will be rising next year as memory chip prices surge. Xiaomi's push into electric cars has suffered some setbacks over safety features after several high-profile crashes. Hong Kong shares of the company, once a market darling, have fallen nearly 30 percent since a September peak. | |
| 来源: Shanghai Daily |
小鹏将推出10款新车型
2025-11-19
| Chinese new-energy vehicle maker Xpeng will launch three extended range electric vehicle models four new hybrid vehicles and three models designed for foreign markets in the first quarter of 2026, Securities Times reported. The carmaker, which also has businesses in robotics and flying cars, this week reported its third-quarter loss narrowed from a year earlier to 380 million yuan (US$53.5 million) from 1.8 billion yuan a year earlier – the smallest loss in five years. Revenue doubled to 20.4 billion yuan on a 150 percent jump in vehicle deliveries. | |
| 来源: Shanghai Daily |
美国加大对委内瑞拉的施压
2025-11-18
| The US ramped up its campaign against Venezuela by announcing the Cartel de Los Soles, which it alleges is run by President Nicolás Maduro and other high-ranking officials, will be designated a foreign terrorist organization this month. Secretary of State Marco Rubio said "neither Maduro nor his cronies represent Venezuela's legitimate government." The US has increased its military presence in the Caribbean offshore from Venezuela and has conducted strikes on 21 vessels it claimed were carrying illicit drugs. Washington contends Maduro won the last election by rigging the vote. | |
| 来源: Shanghai Daily |
被罢免的孟加拉国领导人被判死刑
2025-11-18
| Sheikh Hasina, the ousted Bangladesh prime minister now in exile in India, was sentenced to death in abstentia after the nation's domestic war crimes court found her guilty of crimes against humanity in the violent suppression of student protests last year that led to the collapse of her government. It held her responsible for inciting hundreds of extra-judicial killings carried out by law enforcement. Hasina, who ruled Bangladesh for 15 years, denounced the verdict in a statement issued in India. | |
| 来源: Shanghai Daily |
吉利汽车利润因强劲销量大幅增长
2025-11-18
| Geely Automobile Holdings, one of the world's top 10 selling car brands, posted a 59 percent increase in third-quarter net profit from a year earlier to 3.9 billion yuan (US$549 million) on aggressive price discounting and surging sales of electric vehicles. Revenue rose 27 percent to 89.2 billion yuan, a quarterly new record for the company. Car deliveries surged 43 percent in the quarter, with electric vehicles accounting for 54 percent of sales in the first nine months of the year. The company manufactures and sells vehicles under the Geely, Lynk & Co and Zeekr brands. It holds a majority stake in Sweden's Volvo Cars and the Swedish electric car brand Polestar, and also owns 17 percent of Aston Martin. Founded by current owner Li Shufu, Geely began as a refrigerator-parts company in 1986, moved into motorcycles in 1994 and expanded into automobiles in 1997. | |
| 来源: Shanghai Daily |
联合国称以色列仍在限制向加沙地区输送援助物资
2025-11-17
| Israel is still restricting flow of aid into Gaza, an official with the UN Agency for Palestinian refugees said, estimating that only about half of the required 500-600 daily truckloads of aid are getting through. Agency Deputy Commissioner General Natalie Boucly cited a dire need for food, medicine, tents and other life-saving commodities, especially as winter approaches. The Trump-brokered ceasefire between Hamas and Israel that came into effect on October 10 requires resumption of unrestricted aid to the war-ravaged enclave.
Israeli Prime Minister Benjamin Netanyahu said on Sunday his government remains resolutely opposed to the creation of a Palestinian state, following release of a draft UN resolution backing President Donald Trump's Gaza peace plan, which includes a clause envisioning future conditions that might provide a pathway to Palestinian statehood. |
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| 来源: Shanghai Daily |
