王逸洲认为未来有三类应用最有可能"幸存"。 "80%的APP将会消失。"开源AI智能体OpenClaw的创始人斯坦伯格（Peter Steinberg）近日在访谈中如 此断言。 在他看来，大多数APP的本质是在管理数据，而个人智能体（Personal Agent）可以接管这一切并做得更 好，他已经能让个人智能体根据自身睡眠和压力情况调整健身计划、控制家里的灯光、调节智能床的温 度，个人智能体掌握的信息比任何单独的APP都多，决策也更合理。 此前，特斯拉首席执行官马斯克曾抛出了更"激进"的时间线：未来五到六年内，操作系统或应用程序将 彻底消失 。"你的手机只是显示像素和发出声音，它预测你最想看到和听到什么，然后实时生成，我们 会尽可能地将AI集成到这个设备中。"他说。 多位接受第一财经采访的业内人士表示，斯坦伯格和马斯克的预言并非危言耸听，而是正在发生的现 实。 "意图经济" 其实，近来人们已经开始逐步体验"没有那么多APP"是什么感觉，比如AI一句话点奶茶，又如 OpenClaw不需要用户下载新的APP，通过常见社交媒体就能下达指令和接收反馈。 中欧国际工商学院决策科学与管理信息系统学教授谭寅亮长期从事人工智 ...

欢迎点击链接https://v.wjx.cn/vm/rRAoaSw.aspx，或扫码，参与调查问卷。 同様子 长按识别二维码 ar 随着剧本杀热潮衍生出"恋陪"等情绪价值服务，陪玩经济正迅速扩展至爬山、滑雪等领域，其商业潜力 及消费群体画像成为关注焦点。 剧本杀火爆后，又有新的玩法问世，当玩家和DM（主持人）参与恋爱主题剧本时，"恋陪"生意诞生 了，不仅仅是"恋陪"，如今陪游客爬山、陪滑雪等服务层出不穷，情绪价值服务究竟商业潜力有多大？ 哪些消费者愿意为此买单？ ...

中国在西方的挑战下，必须从帝国文明转变为民族国家时，传统体育成为此一大转型的重大阻碍。 传统中国不乏武术、蹴鞠、马球等鲜活的体育活动，为何近代竟背负起"东亚病夫"的标签？香港大学中国跨国史 研究院创院院长徐国琦的新书《体育作为方法：另一个角度看中国文明传统》不仅仅谈论体育，更是一部体育的 文化史、文明史和文化交流史。它以独特的体育视角，深入梳理中国与世界在文化、社会层面的互动与交融，为 读者打开了一扇理解"中国性"如何全球化的窗口。经出版社授权，第一财经节选《古代中国人的体育悖论》一 章，以飨读者。标题为编者改写。 传统中国没有现代的"体育"观念，今天广泛使用的"体育"二字，是19世纪末从日本引进的外来词。这就构成一个 发人深思的悖论，中华传统的体育、游戏因此能够相当程度地体现中国自身的文化和文明特色，至少和"中国 性"的构建息息相关。对此展开研究，可以帮助我们理解中国古人在身体、性别、战略、审美等方面的认识和实 践。更重要的是，可以让我们追根溯源，探究何谓中国、何谓中国人的重要课题。 本书涉及的题目，包括一般意义上的体育，比如武术等。也涵盖所谓的游戏，如围棋、麻将等。因为传统中国体 育并不侧重身体的发展，而 ...

我国系统重要性银行新增一家。 系统重要性银行是指银行中规模较大、地位重要的少数银行。因为其结构和业务复杂、与其他金融 机构关联性强，在金融体系中具有举足轻重的地位，往往对其采取更严格的监管措施，以保障其更加稳 健持续发展，解决"大而不能倒"问题，防范化解金融风险，确保金融稳定和金融安全。 下一步，中国人民银行、国家金融监督管理总局将按照《系统重要性银行附加监管规定（试行）》 要求，发挥好宏观审慎管理与微观审慎监管合力，持续夯实系统重要性银行附加监管，促进系统重要性 银行安全稳健经营和健康发展，更好服务实体经济高质量发展。 (责任编辑：张厚为) 2月13日，2025年我国系统重要性银行名单公布。中国人民银行、国家金融监督管理总局开展了 2025年度我国系统重要性银行评估，认定21家国内系统重要性银行，其中国有商业银行6家、股份制商 业银行10家、城市商业银行5家。 第一财经记者注意到，与此前的名单相比，浙商银行新入选系统重要性银行，表明其系统重要性程 度有所上升。 在此次公布的名单中，按系统重要性得分从低到高分为五组：第一组11家，包括中国民生银行、中 国光大银行、平安银行、华夏银行、宁波银行、江苏银行、北京银 ...

Market Performance - The three major indices rose this week, with the Shanghai Composite Index increasing by 0.41%, the Shenzhen Component Index rising by 1.39%, and the ChiNext Index gaining 1.22% [1] Stock Performance - A total of 7 stocks saw price increases exceeding 40%, with 22 stocks rising over 30%. The top performer was Zhangyue Technology, which surged by 61.11%. Other notable gainers included Dinggu Jichuang (60.47%), Xinyuan Technology (43.71%), and Capital Online (41.99%) [2] - On the downside, 7 stocks experienced declines over 20%, with *ST Lifang leading the drop at 32.73%, followed by *ST Yunchuang (29.60%) and Juliy Suoj (24.24%) [2] Trading Activity - This week, 53 stocks had a turnover rate exceeding 100%, with C Linping leading at 218.78%, followed by Aide Technology at 200.97% and C Electric Science at 196.21%. The majority of these stocks belonged to the media, computer, and defense industries [3][4] Capital Flow - The computer, real estate, transportation, construction materials, and comprehensive sectors attracted significant capital inflow, while the electric equipment, non-ferrous metals, telecommunications, media, biomedicine, defense, and machinery sectors faced net outflows. The electric equipment sector saw over 15 billion yuan in sell-offs [5] - Dongshan Precision received the highest net inflow of 1.948 billion yuan, with a weekly increase of 7.60%. Other stocks with notable inflows included Deep Technology and Huasheng Tiancai, with net inflows of 1.857 billion yuan and 1.644 billion yuan, respectively. Conversely, BlueFocus, Zhongji Xuchuang, and Xiexin Integration faced significant sell-offs of 3.294 billion yuan, 2.741 billion yuan, and 2.637 billion yuan, respectively [5] Financing Activity - A total of 1,146 stocks received net financing purchases this week, with 551 stocks having net purchases exceeding 10 million yuan. 83 stocks had net purchases over 100 million yuan. Kunlun Wanwei topped the list with a net purchase of 651 million yuan and a weekly increase of 10.20% [6] Institutional Research - A total of 71 listed companies were researched by institutions this week, with Tian Shun Wind Power receiving the most attention from 237 institutions. Other companies like Nankuang Group, Guoneng Rixin, and Doli Technology were researched by 51, 39, and 35 institutions, respectively [7] - Institutions continued to focus on sectors such as industrial machinery, automotive parts and equipment, and non-metallic metals [9] New Institutional Interest - Institutions showed first-time interest in 68 stocks this week, with 17 stocks receiving target prices. Notable mentions include Ruixin Microelectronics, which was rated "Overweight" by Tianfeng Securities with a target price of 200.33 yuan, and China Uranium Industry, rated "Outperform" by Guoxin Securities with a target price range of 108.30 to 120.90 yuan [10][11][12]

Core Insights - The Milan-Cortina Winter Olympics is showcasing a strong presence of global brands, particularly Chinese sponsors, marking a significant moment in sports marketing [1][7]. Group 1: Sponsorship and Advertising - Major sponsors like TCL, Alibaba, and Coca-Cola are leveraging the Olympics for extensive advertising, with TCL securing the largest outdoor billboard in Milan [1][2]. - The city has transformed into a winter Olympics-themed venue, with advertisements from various sponsors visible in public spaces, including bus stops and tram bodies [2]. - The current Winter Olympics features 12 TOP sponsors, including three from China, highlighting the increasing influence of Chinese brands in global sports [3][7]. Group 2: Services and Products Provided by Sponsors - TOP sponsors are not only providing financial support but also services, such as TCL setting up a lounge in the Olympic Village equipped with their products [4]. - Other sponsors like Alibaba and Procter & Gamble are also providing unique experiences and products for athletes, enhancing the overall Olympic experience [4]. - The use of advanced technology, such as AI and cloud services, is evident in the broadcasting and event management, with Alibaba's AI assistant deployed for operational support [9]. Group 3: Economic Impact and Market Dynamics - The TOP sponsorship program is a significant revenue source for the International Olympic Committee, with companies paying over $300 million per cycle [6]. - The financial contributions from TOP sponsors are crucial for the organization and development of Olympic events globally [5]. - TCL's market share in Italy has grown by approximately 50%, indicating the effectiveness of sports marketing in enhancing brand recognition [10]. Group 4: Changes in Sponsorship Landscape - The upcoming Paris Olympics will see a shift in the sponsorship landscape, with several long-standing sponsors exiting the TOP program, creating opportunities for new entrants [8]. - The departure of traditional sponsors reflects a broader trend of industry transformation, with a focus on new technologies and market dynamics [8]. - The increasing presence of Chinese brands in the TOP sponsorship ranks signifies a shift in global commercial power within the Olympic framework [7].

商业力量的竞技成为奥运赛事的一大看点。 米兰-科尔蒂纳冬奥会正在意大利召开，走在米兰街道上，能感受到浓重的冬奥气氛。场馆之内，各国运动员激情竞技，赛场之外，赞助商要抢夺广告位， 并以多种方式融入这座城市。 米兰街道上总有冬奥会主题的广告牌映入眼帘。TCL拿下了米兰市中心最大的室外广告牌，米兰的知名景点也吸引大量人流。当地时间2月13日上午，米兰 大教堂前的奥运特许经营商店大排长队。另一景点斯福尔扎城堡门前，可口可乐的快闪店也排着长队，不远处是阿里巴巴设置的体验馆，一颗户外透明水晶 球会在夜间变成AI生成视觉内容的投影表面，TCL的快闪店则在米兰中央火车站前。 TCL、阿里巴巴、可口可乐都是顶级奥运赞助项目奥林匹克全球合作伙伴计划（TOP）的赞助商，参与该赞助计划的中国品牌还有蒙牛。本届冬奥会是中国 品牌TOP赞助商最多的一届，商业力量的竞技也成为奥运赛事的一大看点。 从赛场到街上的商业力量 作为全球最受瞩目的体育赛事之一，奥运会成为不少国际品牌体育营销的赛场。 这些TOP厂商为本届冬奥会提供的产品或服务还有更多。例如，TCL为国际广播中心（IBC）提供数百台大屏高清电视。阿里的AI助手在多个国家和地区的 奥委 ...

Market Performance - The three major indices rose this week, with the Shanghai Composite Index increasing by 0.41%, the Shenzhen Component Index rising by 1.39%, and the ChiNext Index gaining 1.22% [1][2]. Stock Performance - A total of 7 stocks saw gains exceeding 40%, with 22 stocks rising over 30%. The top performer was Zhangyue Technology, which surged by 61.11% [3][4]. - On the downside, 7 stocks experienced declines over 20%, with *ST Lifang leading the drop at 32.73% [3][4]. Trading Activity - 53 stocks had a turnover rate exceeding 100%, with C Linping leading at 218.78%, followed by Aide Technology at 200.97% and C Electric Science at 196.21% [5][6]. Capital Flow - The computer, real estate, transportation, construction materials, and comprehensive sectors attracted significant capital inflows, while the electric equipment sector faced over 15 billion yuan in net outflows [8]. - Dongshan Precision received the highest net inflow of 1.948 billion yuan, with a weekly increase of 7.60% [9]. Margin Trading - Kunlun Wanwei topped the list for financing net purchases, with a net buy of 651 million yuan and a weekly increase of 10.20% [10][11]. Institutional Research - Tian Shun Wind Energy was the most researched stock, attracting attention from 237 institutions, while other companies like Nanmin Group and Guoneng Rixin received interest from 51 and 39 institutions, respectively [12][13]. New Institutional Interests - 68 stocks were newly favored by institutions, with 17 receiving target prices. For instance, Ruixin Micro was rated "Buy" with a target price of 200.33 yuan, while China Uranium Industry was rated "Outperform" with a target price range of 108.30 to 120.90 yuan [14][15].

Group 1 - The core viewpoint of the article highlights the performance of various sectors in the stock market during the week from February 9 to February 13, with significant inflows into certain sectors and notable outflows from others [1] Group 2 - The sectors that attracted major capital inflows include computer, real estate, transportation, building materials, and comprehensive sectors [1] - The sectors that experienced significant net outflows include electric equipment, non-ferrous metals, communication, media, pharmaceutical biology, national defense and military industry, and machinery equipment, with the electric equipment sector facing over 15 billion yuan in sell-offs [1] Group 3 - Among individual stocks, Dongshan Precision received the highest net inflow of 1.948 billion yuan, with a weekly increase of 7.60% [1] - Other stocks with notable net inflows include Deep Technology and Huasheng Tiancheng, with inflows of 1.857 billion yuan and 1.644 billion yuan, respectively [1] - In terms of net outflows, BlueFocus, Zhongji Xuchuang, and Xiexin Integration faced sell-offs of 3.294 billion yuan, 2.741 billion yuan, and 2.637 billion yuan, respectively [1]

Group 1 - A total of 1146 stocks received net financing purchases during the week from February 9 to February 13, with 551 stocks having net purchases exceeding 10 million yuan [1] - The stock with the highest net financing purchase was Kunlun Wanwei, with a net purchase amount of 651 million yuan and a weekly increase of 10.20% [1] - Other notable stocks with high net purchases included Zhongwen Online, Zhaoyi Innovation, and Chipone [1] Group 2 - The stocks with the highest net selling amounts were Zhongji Xuchuang, CATL, and Kweichow Moutai, with net selling amounts of 2.612 billion yuan, 1.531 billion yuan, and 1.066 billion yuan respectively [1]