Financial Economics · One week hot news: global chip sales growth for six consecutive months to slow down

1. [Macro & Industry]

1. The total scale of China's computing power ranks among the forefront of the world

The reporter learned from the 2022 China Computing Power Conference that in recent years, with the full opening of the digital economy era, my country's computing power infrastructure construction has continued to accelerate, and computing power has been an important "base" to support the booming digital economy. Essence As of the end of June 2022, the total size of the data center racks in my country exceeded 5.9 million standard racks, with a server size of nearly 20 million units; second. 【People's Daily】

2. Global chip sales growth has been slowed down for six consecutive months, and the economic recession is concerned about intensifying

News on August 5th, the latest statistics released by the semiconductor industry association headquarters in Washington, USA show that global chip sales growth has been slowed down for six consecutive months. sign. Data show that global chip sales in June increased by 13.3%year -on -year to 18%in May. The current slowdown is the longest time since 2018. 【Netease Technology】

3. Shenzhen allows fully self -driving cars to legalize the road legal

Recently, the "Regulations on the Management of Shenzhen Special Economic Zone Intelligent Connected Automobile" is officially implemented, which means that Shenzhen has allowed L4 level to fully drive the road legally on the road. At the same time, Yuan Rongqixing's autonomous driving taxi also started test operations in Shenzhen. The main driver's seat of the autonomous taxi does not have a driver, but it will still be equipped with safety officers in the co -pilot seat. The screen in front of the vehicle shows the pedestrians, vehicles, bicycles, etc., allowing passengers to fully understand the surrounding environment of the vehicle. At present, the autonomous taxi taxi is about 70 vehicles in test operation per day, and passengers can now take a free experience. 【Daily Economic News】

2. [Company]

1. Honor has become the largest smartphone manufacturer in the Chinese market for the first time

Strategy Analytics's latest research pointed out that due to the new crown epidemic, China's smartphone shipments in the second quarter of 2022 fell 14%year -on -year to 67.7 million. For the first time, Honor became China's largest smartphone manufacturer with a 19%market share. Vivo, OPPO (including OnePlus), Xiaomi and Apple ranked among the top five. 【Securities Times】

2. Alibaba 2023Q1 Financial Report: profit decreased by 30 % year -on -year

On the evening of August 4, Alibaba announced the first quarter of FY2023. The quarterly report shows that Alibaba Group's latest fiscal quarterly revenue is RMB 205.555 billion, which has remained stable year -on -year, exceeding the average market expectations of 203.19 billion yuan. The net profit attributable to ordinary shareholders was RMB 22.739 billion, a year -on -year decrease of 50%; the net profit was 20.298 billion yuan, a year -on -year decrease of 53%; the net profit of non -recognized accounting standards was RMB 30.252 billion, a decrease of 30%year -on -year. 【Blue Whale TMT】

3. Musk said that Tesla electric vehicles may reach 2 million this year

At the 2022 shareholders' meeting held by Tesla on Thursday, Tesla's shareholders voted to pass 1 stock demolition plan. This means that the number of stocks will be doubled. The price of stocks will be reduced by one -third, and the company's valuation remains unchanged, but it allows investors to purchase stocks at a lower price. In terms of capacity, Musk expects Tesla's electric vehicle production this year may reach 2 million. The production of Cybertruck will begin in mid -2023, but the specifications and pricing will be different from the past. At the same time, Tesla prepares a total of 10 to 12 super factories, and may announce the location of another factory later this year. 【Surging News】

Yu Minhong: Allow the East to select a loss for five years

Recently, at the closing speech of the Tianjin Summit at the 2022 Yabuli China Entrepreneurs Forum, Yu Minhong, chairman of New Oriental, said in the selection of Oriental selection of its live broadcast and cargo platform: "Do not hurry to do it slowly, allow losses for five years, and there is no problem with losing 100 million per year. "Yu Minhong revealed that when the anchor selected by the Oriental was previously a teacher, the annual income was up to one million, and now the anchor's annual income is up to 20,000 to 300,000. Since last year, New Oriental's core members' salary has decreased at least 60%-70%, but none of them have left. 【China Economic Weekly】

4. TheB station responds to HR "core users are loser"

After Bilibili Video "Erji has ruled my spiritual internal consumption", the blogger @related to the Bilibili documentary department last year attracted attention. According to the description, the blogger said that his friend was involved in the production of related positions in Bilibili documentary, and Bilibili HR called the core user of station B as "Loser in life". In response,@对 对 对 对 对 对 对 对 对 对 对 对 对 said that internal investigations have been launched. "If the problem is found, it will be dealt with seriously."

5. Ideal car response to the fire incident: not caused by the quality of the vehicle

In response to the ideological ONE fire incident on August 1, the ideal car official Weibo explained on the evening of the 4th. The ideal car believes that according to the current information, the fire is not caused by the quality of the vehicle. By comprehensive analysis of fire video and vehicle data, the vehicle fire point is in the cabin. The front process system and the battery and fuel tank at the bottom have not burned, and the fuel is not leaked. In just 9 seconds, such a big fire occurred, which was not caused by the vehicle itself. The ideal car suspected that there was flammable and explosive items in the car and was ignited. [Zhongxin Finance] 3. [View]

1. Musk: The cost of parts and components is declining, and inflation may have "over the highest point"

On August 5th, Tesla CEO Musk said he believed that there were signs that the global economy was "the highest point of inflation." Musk said at the Tesla Annual shareholders' meeting that the company's commodity and components cost will decline in the next six months. He also reiterated the previous comments that the economy is expected to have a mild decline, which may last for 18 months. 【interface】

2. Dai Weimin, the core of Xinyuan: The next three years will be a good time for chip investment

During the 12th Songshan Lake China IC Innovation Summit Forum held on August 5th, Dai Weimin, the founder, chairman and president of Xichara shares, pointed out in his speech that the global economy faces downlink pressure without suspense, and the integrated circuit has undergone cyclical changes in cyclical changes. There is no suspense in the period. Dai Weimin believes that the next three years will be a good time. If you have the skill, you can understand it. Because the early investment is a cognitive issue, you need to see, understand, and have willing to invest. 【21st Century Business Herald】

3. Wei brand Qiao Xinyu: The extended process of running to 80 yards will be boring

A few days ago, Wei brand CMO Qiao Xinyu told Netease Technology that at high -speed scenes, especially when feedback, if at 70/80km per hour, it will feel weak when connecting in series, and the fuel economy is poor; while the smart DHT has a direct engine mode, which can reduce energy conversion. The loss of dynamics is also faster. He said that the intelligent DHT belongs to the co -connected architecture, and the extended hybrid belongs to the series architecture. The biggest difference between the two technologies is that in the application scenario, the smart DHT can achieve four driving modes: pure electricity, series, parallel, and engine direct driving modes. The hybrid is only two types of driving forms of pure electricity and series. The biggest feature is that the engine cannot be directly driven directly, and it needs to be generated first and then drive. 【Netease Technology】

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