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Microsoft's cloud service revenue grew strongly last quarter, and Surface performance declined for seven consecutive quarters

Lei Jun talks about ideal MEGA: Many companies set too big goals and do not think they are building from scratch

Tesla was in FSD mode when the crash occurred

It is reported that Pinduoduo puts GMV back as the first target

BYD and Uber reach cooperation

Samsung's second-quarter revenue and profit exceeded expectations, driven by the cloud computing and AI boom

AI search engine Perplexity to reach agreement with publishers after being accused of illegal scraping

Nvidia's Huang Renxun: Everyone will have an AI assistant

The new Huawei MatePad Pro/Air tablet will be released on August 6

iPhone 16 new back panel color scheme exposed again

Intel officially announced that Lunar Lake processor will be released on September 3

XREAL Air 2 Ultra smart AR glasses are now on sale in China

Apple's new patent explores unlocking the iPhone with a "heartbeat"

Adobe Illustrator launches native Windows on ARM app

Internet anchor officially becomes a new national profession

Starbucks China's three major indicators increased month-on-month in the last fiscal quarter

Luckin Coffee's quarterly revenue hits new high

Microsoft's cloud service revenue grew strongly last quarter, and Surface performance declined for seven consecutive quarters

Yesterday, Microsoft released its performance report for the fourth quarter of 2024 (the second quarter of this year, ending June 30). In the fourth quarter, Microsoft's revenue was approximately US$64.7 billion, a year-on-year increase of 15%; net profit was approximately US$22 billion, a year-on-year increase of 10%.

In terms of specific business, Microsoft'sIntelligent CloudRevenue (server products and cloud services) totaled approximately $28.5 billion, up 19% year-over-year, accounting for nearly 45% of total revenue;Productivity and business processesRevenue was approximately $20.3 billion, up 11%.

Consumer Devices BusinessOn the other hand, Xbox hardware revenue declined again, while Surface revenue has declined for seven consecutive quarters. However, Microsoft launched new Surface Pro and Surface Laptop devices at the end of the fourth fiscal quarter, and the full impact on device revenue will not be fully apparent until the next quarter.

Microsoft also announced its fiscal year 2024 results ending June 30, 2024, with total revenue of approximately US$245.1 billion, an increase of 16%; net profit was approximately US$88.1 billion, an increase of 22%.

Microsoft CEO Satya Nadella said that as a platform company, Microsoft is focused on meeting customers' mission-critical needs through its current large-scale platforms, while ensuring that Microsoft leads the era of artificial intelligence.

It has been reported that due to outstanding performance, Microsoft has announced to its employees that it will give all employees an additional cash bonus to recognize their excellent performance.

Lei Jun talks about ideal MEGA: Many companies set too big goals and do not think they are building from scratch

Yesterday, writer Li Xiang released a nearly four-hour interview with Xiaomi CEO Lei Jun in April this year, discussing the story of Xiaomi's car manufacturing and Lei Jun's views on the industry.

When talking about why the world's top companies fail in leapfrogging new businesses, Lei Jun said that many companies set too high goals and do not think they are starting from "zero to one". Lei Jun cited the example of Ideal Auto's first pure electric MPV model MEGA. He believes that Ideal CEO Li Xiang has achieved success in extended-range vehicles and thought it was easy to do pure electric, but in factHe also built pure electric cars from scratch。

When asked what image he hopes his IP will have, Lei Jun saidBeing called the "God of Marketing" was not my intentionThis also underestimates Xiaomi’s investment in R&D and products. Xiaomi’s goal is to become a new generation of global technology leader.

Lei Jun also said that they are seriously learning how Ideal and Huawei do marketing, and in these aspects, they are doing "much better" than Xiaomi.

Tesla was in FSD mode when the crash occurred

Washington state authorities have confirmed that the Tesla was operating in FSD (Full Self-Driving) mode when it collided with a motorcyclist in Seattle in April, killing the motorcyclist.

The driver has been arrested, and a Washington State Highway Patrol spokesman said the driver admitted that he was not paying attention while driving in FSD mode and was distracted using his phone while driving forward, believing that the machine would drive for him. No charges have been filed against the driver yet.

Tesla CEO Elon Musk announced last month that after resolving known issues with FSD, users may not need to take over the vehicle once within a year.

It is reported that Pinduoduo puts GMV back as the first target

According to an exclusive report by LatePost, Pinduoduo adjusted its business focus in the second quarter of this year, shifting from pursuing commercialization and increasing profits to putting GMV (gross merchandise volume) back as the top priority.

Pinduoduo is not the only one that puts GMV first. Douyin e-commerce recently adjusted its business target priorities, with GMV growth replacing price power as the focus in the second half of the year; Taobao downplayed its price power strategy after 618 and no longer benchmarked Pinduoduo, with GMV becoming the most important indicator.

The report also said that Pinduoduo is considering applying the experience of its cross-border e-commerce platform Temu to its domestic business and trying a "full trusteeship" model for some categories, where merchants are responsible for supply and the platform determines the retail price to achieve lower prices.

Pinduoduo’s core management also emphasized internally that domestic business still needs to further improve labor efficiency.

BYD and Uber reach cooperation

BYD and travel platform company Uber announced yesterday a multi-year strategic partnership aimed at bringing 100,000 BYD electric vehicles to Uber's platform worldwide.

According to reports, the partnership will start in Europe and Latin America and expand to markets such as the Middle East, Canada, Australia, and New Zealand.

The collaboration between the two companies may also include offering drivers charging, vehicle maintenance, insurance discounts, as well as financing and leasing offers.

The two parties will also work together to develop future BYD self-driving cars and deploy them on the Uber platform.

Samsung's second-quarter revenue and profit exceeded expectations, driven by the cloud computing and AI boom

Yesterday, Samsung Electronics released its second quarter performance report. The financial report shows that Samsung's second quarter comprehensive revenue was 74.07 trillion won (equivalent to about 390 billion yuan) and net profit was 10.44 trillion won (equivalent to about 550 trillion yuan).

Previously, analysts at the London Stock Exchange Group estimated that Samsung's second-quarter revenue would be 73.84 trillion won and its net profit would be around 9.53 trillion won, so Samsung's second-quarter performance exceeded market expectations.

In terms of specific business, the DS (Device Solution) department responsible for the semiconductor business has become the largest part of the overall performance with 28.56 trillion won in revenue and 6.45 trillion won in profit. Samsung said that the boom in cloud computing services and artificial intelligence has led to a surge in demand for memory such as HBM (high bandwidth memory) and DDR5, and sales have expanded. HBM sales increased by 50% month-on-month.

Samsung expects that with the continuous expansion of AI applications, market demand for HBM, DDR5 and server SSDs will remain strong in the second half of this year, so it will expand production capacity and increase the proportion of HBM3E sales.

In the financial report, Samsung also confirmed for the first time the existence of the new generation mobile processor Exynos 2500 chip. This chip will use 3nm process and will be equipped with the Galaxy S25 series of mobile phones.

AI search engine Perplexity to reach agreement with publishers after being accused of illegal scraping

AI search engine Perplexity has launched a program to share advertising revenue with publishing partners after publishers accused Perplexity of copying content that it doesn't allow its AI to crawl.

Currently, Perplexity’s “Publisher Program” has reached agreements with the first batch of partners, including well-known publishers such as Time, Der Spiegel, Fortune, and Entrepreneur.

Under the agreement, publishers will also receive a portion of advertising revenue when Perplexity provides their content in response to user queries. These partners will also receive a free one-year subscription to Perplexity Enterprise Professional Edition and access to Perplexity developer tools. Perplexity will also provide data such as the frequency of publisher content appearing in search results through third-party companies.

Perplexity declined to reveal the specifics of the deal, saying the revenue sharing is a multi-year agreement with a "double-digit percentage." Perplexity plans to introduce advertising in September.

Nvidia's Huang Renxun: Everyone will have an AI assistant

Nvidia CEO Jensen Huang and Wired magazine editor Lauren Goode discussed topics such as how AI will enhance future human productivity at the SIGGRAPH conference.

Huang Renxun believes that in the future everyone will have an AI assistant, and every company and every job within the company will be assisted by AI.

Huang Renxun also said that generative AI can improve human productivity, and the accelerated computing technology that supports it is expected to make computing more energy-efficient. Accelerated computing can save 20 times or even 50 times the energy consumption and complete the same processing work. Huang Renxun believes that every application should be accelerated to reduce energy use worldwide.

The talk follows the launch of Nvidia’s new set of NIM inference microservices tailored for a variety of workflows, including OpenUSD, 3D modeling, physics, materials, robotics, industrial digital twins, and physical AI.

The new Huawei MatePad Pro/Air tablet will be released on August 6

Huawei officially announced yesterday that the new Huawei MatePad Pro and Huawei MatePad Air will be launched at a press conference at 14:30 on August 6.

According to the pre-release copy, the two tablets will be equipped with the "Natural Painting" drawing app developed by Huawei and the China Academy of Art, and will also bring more AI-related functions.

The two tablets will be launched at the Huawei Hongmeng Intelligent Enjoy S9 and Huawei's full-scenario new product launch conference. The launch conference will also bring nova's first small folding phone nova Flip and more new products.

iPhone 16 new back panel color scheme exposed again

Blogger Sonny Dickson posted a photo of an iPhone 16 mockup on the X platform, showing the back panel and color scheme of the new iPhone.

The new leaked pictures are similar to other previous pictures, showing that the camera layout of the iPhone 16 will be arranged vertically, similar to the iPhone X. It is reported that this will enable the iPhone 16 and iPhone 16 Plus to support recording spatial videos.

The new leaked photos also show the new color scheme of the iPhone 16, which is generally darker than the iPhone 15. The color scheme of the iPhone 15 model leaked by the blogger last year is very similar to the actual phone.

Intel officially announced that Lunar Lake processor will be released on September 3

Intel issued an announcement, officially announcing that it will release a new generation of Intel Core Ultra processors code-named "Lunar Lake" in Berlin, Germany on September 3rd local time (September 4th Beijing time).

At the press conference, Intel will detail the breakthroughs of the Lunar Lake processor in x86 energy efficiency, core performance, graphics performance and AI computing capabilities.

At this year's Taipei Computer Show, Intel has introduced some details of Lunar Lake. The Lunar Lake processor is said to reduce SoC power consumption by up to 40%, the NPU can provide up to 48 TOPS AI computing power, and the memory chip is directly integrated into the processor package.

XREAL Air 2 Ultra smart AR glasses are now on sale in China

XREAL Air 2 Ultra smart AR glasses were officially announced for sale yesterday, priced at 3,999 yuan.

According to reports, XREAL Air 2 Ultra is equipped with self-developed gesture interaction algorithm and self-developed SLAM algorithm, supports full 6-DOF space hovering, and has a field of view of 52 degrees. The glasses have a single-eye resolution of 1080p, support 500 nits brightness, and a refresh rate of up to 120Hz. The glasses also support the spatial video format of iPhone 15 Pro.

Apple's new patent explores unlocking the iPhone with a "heartbeat"

In a new patent, Apple discusses technology that can identify users based on each user's unique cardiovascular measurements.

With this technology, Apple Watch can recognize the user's electrocardiogram to unlock it, and use it to unlock other Apple devices.

Apple's patent also describes a new iPhone design: just by holding the iPhone correctly, you can use your heart rate for identity authentication, and the appearance of the iPhone becomes a heart measurement device.

In addition to "Heart ID", Apple also discussed how to use electrocardiogram data to sense the user's "emotions", for example, measuring heart characteristics during exercise and pushing music with a matching BPM.

Adobe Illustrator launches native Windows on ARM app

Adobe has launched a beta version of Adobe Illustrator for Windows on ARM, which is natively developed based on the ARM architecture. Prior to this, Photoshop and Lightroom had already launched ARM native versions of the application.

At this year's Microsoft conference, Adobe promised to fully adapt the Creative Cloud suite to the Windows on ARM platform. Adobe has said it will launch ARM versions of Illustrator and InDesign in July, but the latter has not yet arrived.

Internet anchor officially becomes a new national profession

Yesterday, the Ministry of Human Resources and Social Security, together with the State Administration for Market Regulation and the National Bureau of Statistics, officially added online anchor as a new national occupation, which marks the first time that the professional identity of online anchor has been established in the "nationally determined occupational classification."

A notice previously issued by the Ministry of Human Resources and Social Security pointed out that practitioners of new occupations can enjoy relevant policy benefits such as national vocational skills training subsidies and vocational skills certification subsidies, as well as policies related to the career development of high-skilled talents and professional and technical talents.

Starbucks China's three major indicators increased month-on-month in the last fiscal quarter

Starbucks released its third-quarter financial report, which showed that Starbucks' net revenue in the third quarter ending June 30 was US$9.1 billion.

As for the Chinese market, full-quarter revenue was US$733.8 million, a 5% increase from the previous quarter.

The store transaction volume and overall operating profit margin also increased month-on-month. The former achieved month-on-month growth and quarter-on-quarter growth; the latter increased month-on-month for two consecutive quarters and maintained a double-digit profit margin.

In the third fiscal quarter, Starbucks opened 213 new stores in China. Starbucks expects that at the current pace of store openings, the number of new stores opened this fiscal year will break the record.

Starbucks CEO Nathaniel Nathhan said that Starbucks China business will be built around three principles and high-end positioning: excellent partner experience, commitment to unique and high-quality coffee experience, and stores serving local communities.

Luckin Coffee's quarterly revenue hits new high

Luckin Coffee released its second quarter financial report, with revenue of 8.4 billion yuan for the quarter, a year-on-year increase of 35.5%, setting a new record for single-quarter revenue, and net profit of 870 million yuan.

Among them, self-operated stores achieved revenue of 6.28 billion yuan, a year-on-year increase of 39.6%; franchised stores achieved revenue of 1.85 billion yuan in the quarter, a year-on-year increase of 24.5%.

In the first half of this year, Luckin Coffee's total net revenue reached 14.68 billion yuan, a year-on-year increase of 38%.

Luckin Coffee CEO Guo Jinyi said that although industry competition remains fierce, Luckin Coffee has successfully achieved performance improvement by relying on its advanced business model, product innovation and scale advantages.

"Love Ends Here" is scheduled to be released in mainland China on August 30

The love movie "Love, So Far" starring Blake Lively has been officially scheduled to be released in mainland China on August 30 and in North America on August 9.

The film is directed and starred by Justin Balduni, starring Brandon Sklenar and Jenny Slate. It tells the story of a florist who meets and falls in love with a handsome doctor, but gradually discovers the unknown side of the other and falls into a dilemma in love.

James Gunn wraps up filming on new Superman movie

The new DC "Superman" movie directed by James Gunn has officially wrapped up, and the director posted a photo with the actors on social media.

Gunn said he was shooting a movie about "a good man in a world that's not always kind," and he could always feel love and kindness on the set, and he expressed his gratitude to the crew.

The film will star David Corenswet as Superman Clark Kent, with Rachel Brosnahan, Nicholas Hoult and others set to star, and will focus on Superman's story of reconciling his Kryptonian origins and his upbringing on a Kansas farm. The film has been scheduled for release in North America on July 11, 2025.

It is reported that Shu Qi is preparing for her first directorial film

It was revealed that actress Shu Qi is preparing for her first film as a director.

The film's leading male and female characters have been confirmed to be Qiu Ze and singer 9m88 (Tang Yuqi), and filming is said to start on August 3. No further information is available at this time.