对于暴雪娱乐来说，2026年是一个「大年」。 《暗黑破坏神 4》新资料片和《魔兽世界》"至暗之夜"会在今年上线，还有《守望先锋》的十周年庆典活动，以及阔别已久的暴雪嘉年华也将重磅回归。 看上去一切都在向好的方向发展，如今的暴雪娱乐，跟两年前的动荡形成了鲜明的对比。 2024及之前的几年，这家老牌游戏巨头并不好过，高层动荡，短短数年几度换帅，中国市场停摆，公司整体经历多轮裁员、多个在研项目被砍。加上微软 收购后，公司还面临文化重建的压力。 Johanna Faries Johanna上任后，暴雪恢复了与网易的合作，并且力求让公司的战略布局和产品节奏保持稳定，比如，去年底在彭博社的采访中，Johanna提出，暴雪要确 保每个自然年至少推出1到2个"重磅发布"。 前不久，葡萄君对Johanna进行了独家专访。 谈及中国市场，她非常认可与网易的合作，并表示合作已进入新阶段，还详细跟葡萄君介绍了常规月度沟通机制，表示双方管理层之间也保持着高频交 流，尽力促进合作的顺畅。 Johanna本人也非常重视中国市场，在她的年度工作规划中，给中国市场专门划出了一个独立板块。 在公司治理上，Johanna也展现出了不同于前几任掌舵 ...

Core Viewpoint - The debate surrounding the price increase of express delivery services during the Spring Festival highlights the complex interplay between operational costs, service demand, and stakeholder rights, necessitating a rational examination of the industry's underlying truths and balance [1] Group 1: Price Increase Justification - Major express delivery companies like SF Express and JD Logistics have announced service availability during the Spring Festival while introducing a "resource adjustment fee" to cover increased operational costs [1][2] - The operational costs during the Spring Festival can rise by 3-5 times compared to regular periods due to factors such as high overtime wages, retention bonuses, and the need for temporary workers, with JD Logistics reportedly investing nearly 400 million yuan in employee benefits [2] - The demand for delivery services has surged, with peak volumes approaching those seen during major e-commerce promotions, while the supply side faces significant challenges due to labor shortages caused by the holiday migration [2][3] Group 2: Consumer Perspectives - Consumers generally oppose price increases that do not correspond with service quality improvements, emphasizing the need for transparent and reasonable pricing that aligns with service standards [5] - The core consumer demand during the Spring Festival is for timely and secure delivery, which requires adequate manpower and resources; maintaining regular pricing could lead to service disruptions and negatively impact user experience [3][5] Group 3: Industry Standards and Regulations - The industry must adhere to principles of clear pricing and transparency, as previous instances of unclear price announcements and hidden charges have led to consumer dissatisfaction [6][8] - Regulatory bodies have been guiding companies to establish price coordination mechanisms and set minimum price thresholds to ensure pricing aligns with reasonable cost structures [6] - The balance of interests among companies, consumers, and delivery personnel is crucial, with companies needing to ensure that increased revenues from price hikes are fairly distributed to frontline workers [8]

Core Insights - The release of GLM-5 by Zhipu AI has sparked significant industry discussion, highlighting its coding capabilities as the top in global open-source models and fourth overall [1] - The MTT S5000 from Moore Threads has achieved Day-0 compatibility with GLM-5, showcasing impressive hardware specifications that rival NVIDIA's H100 [1][6] Group 1: Performance and Specifications - The MTT S5000 boasts a single-card performance of 1000 TFLOPS, with 80GB of memory and a memory bandwidth of 1.6TB/s, matching NVIDIA's H100 in key specifications [6][7] - The introduction of hardware-level FP8 Tensor Core in MTT S5000 has significantly enhanced its performance, reportedly surpassing H100 in precision [7] - In practical tests, MTT S5000 demonstrated performance approximately 2.5 times that of its competitor H20 in typical end-to-end inference and training tasks [9] Group 2: Ecosystem and Software Integration - The success of Day-0 compatibility is attributed to Moore Threads' agile MUSA software stack, which has over 80% coverage for native operator unit tests, reducing porting costs significantly [3] - The MUSA software platform allows seamless integration with major frameworks like PyTorch and Megatron-LM, enabling zero-cost code migration for developers [11] Group 3: Scalability and Efficiency - The "Kua'e" cluster built on MTT S5000 has achieved a floating-point operation capability of 10 Exa-Flops, marking a significant advancement in large-scale computing [9] - The system maintains over 90% linear scaling efficiency from 64 to 1024 cards, indicating nearly synchronized training speed increases with added computational power [10] Group 4: Real-World Applications - In training scenarios, the S5000 has shown a training loss difference of only 0.62% compared to NVIDIA's H100, demonstrating its accuracy and stability in replicating top-tier model training processes [11] - For inference, the S5000 achieved a prefill throughput of over 4000 tokens/s and a decode throughput exceeding 1000 tokens/s, significantly reducing memory usage and ensuring low response latency in high-concurrency environments [12]

1月21日，黄仁勋在达沃斯世界经济论坛上说，由于对运行和训练人工智能的数据中心建设的需求，水管工、电工和建筑工人将 能够获得"六位数年薪"。 我一直说，目前的AI界有一种"大佬发言过度膨胀综合征"。具体表现为大佬们越来越敢说，同时大众越来越爱听。这句话一出可 不得了，直接就被国内众多媒体缩减成了"黄仁勋说，水管工和电工即将年薪十万美元"。以至网友们大声发问，我现在改学电工 还来得及吗？ 究竟AI基建是不是能让蓝领工作实现六位数美元的年薪，可能尚需时日加以观察。但这个"黄仁勋之梦"能引出一个非常关键的话 题：在AI与就业的关系上，似乎绝大部分媒体都"默契"地将讨论点集中在了白领工作上，比如编程、设计、产品经理等。但AI会 给蓝领工作带来什么影响？体力劳动者是应该与白领们一样焦虑AI，还是可以大胆相信黄仁勋的美好预言？ 不妨借助我们探访过的一些真实案例，来聊聊这个话题。 正方立场：AI正给蓝领镀金 稍加分析一下，会发现黄仁勋的观点里就包含了两层意思。首先是以AI数据中心为代表的基础设施建设，将带来大量蓝领岗位的 就业需求增长，比如说数据中心相关的电工、水管工、维修工等。据说这一现象在美国风风火火的"星际之门"里已 ...

Group 1: Market Overview - In January 2026, the overseas micro-short drama app market saw a total download of approximately 252 million, a slight month-on-month increase of about 2% compared to December 2025. However, the estimated in-app purchase revenue was around $212 million, reflecting a month-on-month decline of about 8%, indicating a slowdown in market growth [1][3]. - The top 20 overseas micro-short drama apps in January 2026 were led by FreeReels, which achieved over 38 million downloads, marking a significant month-on-month increase of 98%. DramaBox and ReelShort followed, each exceeding 24 million downloads with over 10% growth [4][6]. - The revenue rankings among the top players remained stable, with DramaBox surpassing ReelShort to take the top spot, while NetShort climbed to third place. DramaBox's in-app purchase revenue was approximately $34.02 million, a 4% increase month-on-month [7][9]. Group 2: Regional Insights - The United States led the overseas micro-short drama market with over $68 million in revenue, accounting for 37% of the market share, although this represented a 4 percentage point decrease from December. Japan, the UK, South Korea, and Brazil followed, each contributing around 3% [10][13]. - In terms of download volume, India dominated with over 54 million downloads, followed by Indonesia with over 35 million and Brazil with over 26 million. The combined contribution of these three markets accounted for nearly 50% of total downloads [10][15]. Group 3: Advertising and Investment Trends - In January 2026, the overseas micro-short drama market saw an advertising material deployment of approximately 2.879 million sets, a slight increase of 2% month-on-month, marking a record for monthly material deployment [17]. - The number of active micro-short drama apps decreased to 905, reflecting an 18% month-on-month decline, indicating a potential market consolidation phase [18][20]. - The investment in IAP, IAA, and IAAP models showed a downward trend, with IAA products experiencing the largest decline, suggesting a shift towards free and hybrid monetization models as the core development direction in the overseas micro-short drama industry [24]. Group 4: Content Trends - In January 2026, female-oriented content accounted for 61% of the material deployment in the overseas micro-short drama market, while male-oriented content accounted for 39%. Emotional themes led the deployment with a 36% share, followed by urban themes at 16% and revenge themes at 14% [25][27]. - The top apps in terms of advertising material deployment included DramaWave and FreeReels, with DramaWave leading with over 500,000 sets deployed [28][29].

Group 1: AI as a Content Producer - AIGC has transitioned from an efficiency tool to a primary production entity in the content industry, impacting animation, short videos, and educational publishing [2][3][6] - The animation and comic production system is experiencing significant transformation, with generative models streamlining processes that traditionally required extensive human labor [2][3] - The market for the comic industry is projected to exceed 20 billion yuan in 2025, with AI comic production showing a 900% increase in daily revenue compared to the previous year [3][5] - AI is also reshaping short video and knowledge content production, enabling mass generation of educational and promotional videos at a lower cost [6][7] Group 2: AI as a Learning Service Provider - AI is evolving from a single-point tool to a comprehensive service provider in the education sector, enhancing learning efficiency through personalized study paths and real-time feedback [11][15] - Language learning tools are being upgraded with AI capabilities, allowing for context-based learning and personalized review paths [12][14] - AI is also transforming homework assistance by providing detailed explanations and multiple solution methods, thus reducing the reliance on traditional tutoring [14][15] Group 3: AI as an Emotional Companion - The competition in the emotional companionship sector is intensifying, with AI toys and robots designed to provide emotional interaction and support becoming popular [16][19] - AI products are evolving to serve as long-term companions in households, moving beyond mere functionality to fulfill emotional needs [19][20] - Various AI devices are being developed to integrate emotional support with educational functions, targeting early childhood development [18][19] Group 4: AI as a Decision-Making Advisor - AI is transforming decision-making processes in areas like college admissions and career planning by automating the generation of recommendations based on user input [20][21] - Traditional consulting roles are being challenged as AI tools provide instant decision-making capabilities, reducing the need for human advisors [21][25] - The integration of AI in these sectors is leading to a shift from personalized consulting to automated, scalable solutions [26] Group 5: AI as an Execution Agent - The emergence of AI agents capable of completing tasks marks a significant shift in how industries operate, allowing for automated execution of user requests [27][29] - These agents can streamline processes in education, such as managing learning plans and application workflows, by automating previously manual tasks [29][30] - The potential risks associated with AI agents, including security and decision-making errors, highlight the need for careful implementation [30] Group 6: Overall Impact of AI on Industries - AI is fundamentally reshaping industries by creating new product forms while compressing traditional job roles, leading to a reallocation of value and responsibilities [31] - The focus is shifting from efficiency to the redefinition of roles, as AI takes over standardized tasks while complex human judgment remains essential [31]

2026年1月28日，程序员Peter Steinberger开发了Clawdbot （ 即O penCla w），并推出了智能体社交平台 Moltbook。在这个平台上，Agent之间可以自由讨论，自由发言，作为创造者的人类，却只能在一旁围 观。 这只是一个开始，短短数日时间，超过百万量级的AI Agent涌入Moltbook，并在无人类干预的情况下， 自发演化出了包括宗教崇拜、阶级分化乃至加密通讯在内的复杂社会结构雏形。 而在这几天爆火的AI社交软件Elys，也正在展现一种全新的、由AI主导的社交网络形态，由人类用户建 立"分身"，人类的分身（AI）发布内容、相互点赞、评论、聊天。 长期被讨论的"AI社交"，进入了全新的发展阶段。 究其原因，在AI Agent真正实现全天候运作之前，AI Agent之于使用者，很大程度上是一次调用或者多 次调用的工具，即便在宣传口径里是AI助手，但本质是没有主体性的工具。 从OpenClaw开始，AI Agent被赋予了全天候运作能力，这也意味着，它有终于有机会成为线上社交的 独立个体，只不过以硅基的形式存在。 人类社交网络的历史，或许会由此开始改变。 从"连接型社交"到 ...

微软研究院、华盛顿大学与 Providence Genomics 组成的研究团队，提出了多模态人工智能框架GigaTIME。该框架依托先进的多模态学习技术，能够从常 规 H&E 切片生成虚拟的 mIF 图谱。研究团队将其应用于美国普罗维登斯医疗集团超过 14,000 名癌症患者的队列，涵盖 24 种癌症类型、306 个亚型，最 终生成了近 30 万张虚拟 mIF 图像，实现了对大规模多样化人群的肿瘤免疫微环境系统性建模。 在癌症的演进图景中，肿瘤免疫微环境不仅主导着癌细胞的生长、侵袭与转移，也深刻影响着治疗反应与患者的最终预后。这并非一场癌细胞的「独角 戏」，而是一个高度动态的生态系统——免疫细胞、成纤维细胞、内皮细胞等各类角色在此交织互动，共同嵌入结构与功能均已重塑的细胞外基质，形成 一张精密而复杂的病理网络。 解析这张网络的关键，在于读懂细胞的功能状态与相互作用，而特定蛋白的激活水平正是其中重要的「分子密码」。传统上，免疫组织化学（IHC）技术 以其直观显示蛋白定位的能力，成为破译密码的经典工具。例如，PD-L1 染色已被广泛用于识别免疫检查点状态，以预测免疫治疗疗效。然而，IHC 一次 仅能捕获一种蛋白 ...

面对泼天的流量，合川文旅以"闪电战"应对，完美接盘。1月11日，合川文旅抖音账号粉丝为3.29万，截至锌刻度发稿前，其粉丝量已涨至35.2 万。自刨猪宴爆火后，该账号发出的多条宣传视频均获得较高点赞量，后续策划的"最美江湾，不夜合川"无人机表演、年货集市活动也纷纷受 到关注。 合川文旅抖音账号粉丝暴涨 今年初一场意外爆红的刨猪宴，撕开了乡村文旅的流量焦虑与突围渴望。重庆合川女孩"呆呆"因不会杀猪在网上求助，没想到上千名网友驱车奔赴庆福 村，一场原生态的乡村刨猪宴，在直播间吸引10万+网友"云吃席"，汽车从村头排到村尾，排场远超当地婚礼。 这场无脚本、无滤镜的乡土盛宴，意外成为开年首个文旅爆款——合川当地农家乐预订电话被打爆，文旅部门紧急跟进，分发钓鱼城景区门票。紧接着， 四川、贵州、湖南、山东等地纷纷效仿，刨猪宴从川渝地区的传统年俗，快速演变为全国乡村文旅的"流量模板"。 这场全民奔赴的乡土狂欢，看似是偶然的网络猎奇，实则是乡村文旅长期流量困境的集中爆发，更是消费需求迭代下的必然结果。 正值2026马年春节，这是全年文旅消费的黄金窗口期，也是乡村文旅突破流量困境的关键节点。9天超长假期叠加各地文旅活动、消费券 ...

Core Insights - The article highlights the transformation of Jerry Holdings from a repair service provider to a leading manufacturer in the oil and gas equipment sector, driven by a pivotal repair project in 2001 that saved a multi-million dollar fracturing truck [1][5][6]. Company Background - Jerry Holdings was founded by Sun Weijie and his partners in 1997, initially focusing on mining equipment import and repair services [2][7]. - The company shifted its focus to oilfield equipment repair in 2000, targeting less competitive regions for better success rates [2][3]. Key Developments - In 2001, Jerry Holdings successfully repaired a severely damaged fracturing truck for the Qinghai oilfield, which was deemed irreparable by major repair facilities [1][5]. - This success led to the establishment of an equipment R&D department in 2002, resulting in the development of various oilfield equipment over the years [6][7]. Market Performance - Jerry Holdings went public in 2010 with an initial market capitalization of approximately 6.83 billion yuan, and has since grown to become a leading player in the domestic oil and gas equipment market [7]. - As of February 12, 2026, the company's market capitalization reached 106.5 billion yuan, driven by new orders from North America [1][8]. Recent Orders and Business Expansion - The company has recently secured multiple contracts for gas turbine generator sets, totaling approximately 1.265 billion yuan, aimed at supporting North American data centers [8][10]. - The gas turbine business, initiated in 2018, is part of Jerry Holdings' strategy to diversify its operations beyond traditional oil and gas sectors [12][13]. Future Outlook - Analysts predict that Jerry Holdings will achieve a revenue of 15.96 billion yuan in 2025, reflecting a 20% year-on-year growth, with a net profit of 3.3 billion yuan, indicating a 25% increase [14].