[Finance Watch | Intelligent Morning Brief April 16th]
DHgate (Dunhuang Network) surged in downloads in the US region, with the top three e-commerce apps all from China.
On April 15th, the App Store in the US region showed that among shopping software, DHgate, Taobao, and SHEIN became the top three free iPhone applications. By the evening of the 15th, in the overall list of free iPhone applications on the US App Store, Dunhuang Network currently ranks second, just behind ChatGPT, while Taobao ranks eighth.
In the e-commerce application ranking, the top three are all Chinese apps, with DHgate ranked first, Taobao second, and SHEIN third.
Lei Jun posts again after eight days, with Xiaomi's new phone activation volume ranking first.
On April 15th, data released by supply chain market research institutions showed that in the ranking of new phone activations in China in March 2025 (weeks W10-W13), Xiaomi ranked first, followed by Huawei, vivo, OPPO, and Apple in second to fifth place. In response to the above news, Lei Jun, founder of Xiaomi, reposted and responded, saying, "Thank you for everyone's support." This is Lei Jun's second post after eight days.
It is reported that Lei Jun last updated his blog on April 6th, which drew attention from netizens. Statistics show that since entering April, Lei Jun's Weibo updates have significantly decreased; in half a month, he has only posted three Weibo updates. By comparison, on the last day of March (March 31st), Lei Jun posted seven Weibo updates within 24 hours.
OpenAI is reportedly developing a social network similar to X platform
It was reported that OpenAI is developing a social network similar to the X platform, focusing on GPT's image generation capabilities and incorporating social functions. The project is still in its early stages, and it is unclear whether OpenAI plans to release this social network as an independent application or integrate it into ChatGPT. (Jiemian News)
Veo 2 surpasses Sora! Google launches Veo 2, generating ultra-realistic 8-second videos
At 1 a.m. today, Google DeepMind finally integrated the long-awaited Veo 2 into the Gemini App application, making it fully available. Veo 2 can generate up to 8 seconds of 720P cinematic-quality video, excelling in lens movement, text semantic restoration, physical simulation, and motion consistency, and also supports the image-to-video function. According to Google's test data, Veo 2 has surpassed Sora, Can LING 1.5, Meta Movie Gen, and Minimax in user preference and prompt restoration. Starting today, developers can use Veo 2 through API in Google AI Studio. (Wall Street Journal)
Kuaishou announces: Keling AI full model enters the 2.0 era
On April 15th, at the "Inspiration Comes True" 2.0 model press conference, Keling AI announced that the base model has been upgraded and the Keling 2.0 video generation model and Keling 2.0 image generation model were officially launched globally. The Keling 2.0 model maintains global leadership in dynamic quality, semantic response, and visual aesthetics; the Keling 2.0 model significantly improves in instruction following, cinematic quality, and artistic style expression.
Zhou Hongyi said that the attack on the Asian Winter Games might be the first human-initiated cyberattack using AI agents
Zhou Hongyi, founder of 360 Group, stated on April 15th that tracing attackers is a universally recognized challenge. Attackers often employ various means to cover their tracks; for example, during the attack on the Asian Winter Games, the U.S. purchased a large number of jump IPs in neighboring countries, using each IP only once and leaving false clues to mislead the tracing direction. Zhou Hongyi believes there is ample reason to suspect that this might be the first human-initiated cyberattack using AI agents.
Economic Daily: Do not let artificial intelligence become an accomplice to illegal securities activities
An article in the Economic Daily on April 16th pointed out that in response to AI fabrication chaos, relevant management departments should strengthen supervision and resolutely crack down on违规 behaviors that mislead investors and infringe on investor property safety, allowing AI technology to play a positive role and avoiding it becoming a tool for illegal securities activities. Further efforts should be made to strengthen the governance of illegal financial activities on the Internet, continuously improve regulatory cooperation mechanisms, and focus on handling accounts engaged in illegal stock recommendations and illegal financial intermediation activities. Regularly clear引流and诱导-type violations. Maintain a high-pressure crackdown on online financial information chaos, regularly dispose of and clean up accounts engaged in illegal stock recommendations and illegal financial intermediation activities on platforms such as Douyin, Kuaishou, Weibo, and WeChat, and increase the punishment for websites and accounts without qualifications engaging in illegal securities-related businesses.
Baidu Maps releases V21 version, with intelligent driving-level navigation set to debut on BYD models
Wall Street Journal learned on April 15th that Baidu Maps officially released its V21 version, comprehensively upgrading to the world's first "intelligent driving-level navigation." The mobile and car versions of this version will go live simultaneously on April 18th. Currently, Baidu Maps V21 has collaborated with BYD, ZeroRun, and other automakers. It now offers open models for training and post-processing capabilities to Tier 1 suppliers, providing intelligent driving-level high-quality data support.
Baidu Maps' V21 intelligent driving-level lane navigation takes the lane as the smallest unit. In highway scenarios, intelligent driving-level lane navigation can provide lane-level event warnings for sudden situations such as construction detours and accidents, assisting intelligent driving to avoid risks or take over in advance, preventing emergency lane changes; in urban areas, Baidu Maps has accurately depicted more than one million complex intersections nationwide, including time-segmented lanes and overpasses, ensuring even the most complicated routes and traffic rules can be "pre-learned." High-altitude bridges, tunnels, and other difficult positioning scenarios have achieved intelligent driving-level precise positioning, with immediate repositioning and no degradation or takeover required.
Baidu Maps' V21 intelligent driving-level parking navigation introduces the "road-to-parking" end-to-end navigation. Without requiring automakers to build their own maps or self-learn, it helps them achieve "navigation and parking integration" on a large scale across commuting, shopping, and tourism scenarios. Relying on Beidou's high-precision positioning, Baidu Maps' intelligent driving-level parking navigation precisely covers 2 million parking lots nationwide, providing full-route lane-level guidance from city roads to internal parking spaces. The intelligent driving 4D navigation also supports smooth operation on medium and low-performance chips, becoming the standard map format for all smart cabins. (All-weather Technology)
Trump: Considering tariff exemption for auto parts
Local time on April 14th, according to CNN reports, U.S. President Trump said on the same day that he was considering providing import tariff exemptions for American automakers to help them transition to domestically produced parts. Trump mentioned that these automakers indeed need some time to produce domestically. Previously, Trump imposed a 25% tariff on all cars shipped to the United States, which was expected to increase the cost of purchasing vehicles by thousands of dollars. Reports indicate that there are no pure American-made cars currently available.
The first series of national standards for humanoid robots has been officially approved for project initiation
36Kr learned from the official WeChat account of Beijing Yizhuang that recently, the national standards for technical requirements of humanoid robots have been officially approved for project initiation. These are the first national standards in the field of humanoid robots in China, involving multiple technical requirements such as environmental perception, decision-making planning, motion control, and operational execution. Among them, enterprises in Beijing Economic-Technological Development Area (Beijing Yizhuang) participated extensively. Beijing Humanoid Robot Innovation Center Co., Ltd., and YouBian Tech, which established its humanoid robot headquarters in Beijing Yizhuang, are co-initiators of this series of national standards.
Xiaomi establishes a chip platform department? PR general manager Wang Hua responds
Wang Hua, General Manager of Xiaomi Group's PR Department, posted a response regarding the rumor about Xiaomi establishing a chip platform department: "Media inquiries have come in asking if our company has established a chip platform department. Should there be a response? Let me introduce you to the fact that the chip platform department under the Mobile Products Division has always existed. Its main work involves evaluating and deeply customizing chip platforms for mobile products. Qin Muyun, the head of this department, has been with the company for many years; at least we had work chat records in the Xiaomi office as early as 2021."
Liu Qiangdong: Requires JD外卖profit margin not higher than 5%
Recently, a speech by Liu Qiangdong, founder and chairman of JD.com from 2024 (last year) was leaked, revealing that Liu Qiangdong claimed "JD外卖profit margin does not exceed 5%." It is understood that Liu Qiangdong mentioned: "I set a rule for JD外卖, stating that the net profit of JD外卖 shall never exceed 5%. If it exceeds 5%, I will discipline the person responsible. We must constrain our earning ability and desire to earn money according to the 'three mao five fen' theory in the industry."
China successfully constructs Earth-Moon space triplet constellation
Xinhua News Agency learned from the China Academy of Space Technology and Application that China has successfully constructed a triplet constellation in Earth-Moon space, focusing on in-depth scientific research in distant retrograde orbits (DRO) around the Moon. A distant retrograde orbit is a circumlunar orbit opposite to the Moon's orbital direction, with a typical distance from the Moon ranging from approximately 70,000 to 100,000 kilometers, serving as a "transport hub" connecting Earth, Moon, and deep space, known as the "natural port" in Earth-Moon space. Exploring this "natural port" will provide strong support for the development and utilization of Earth-Moon space and frontier exploration in space science. It is reported that after the three satellites DRO-A, DRO-B, and DRO-L interconnected, they have conducted multiple frontier scientific experiments and new technology trials, achieving a series of important advancements in the exploration of Earth-Moon space DRO. (Xinhua News Agency)
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