观察浪的走势，在合适的时候再次跳上冲浪板。 今天（7月15日），由上海市新闻出版局指导、上海市网络游戏行业协会主办的上海游戏精英峰会暨上海游戏出版产业报告发布会在上海华邑酒店召开。 本次会议除了发布《2025年1—6月上海游戏出版产业报告》外，还围绕中国游戏产业全球化作出讨论。触乐编辑也前往现场参会。简单来说，会议的主要 内容可以概括为："中国游戏产业正从单纯的产品出海，转型为一整套上下游产业链的全球化"。 结合约一周前由上海市人民政府办公厅印发的《上海市促进软件和信息服务业高质量发展的若干措施》中，"外资游戏企业在沪研发的游戏产品视同国产 游戏的政策试点"的描述，很显然，目前我国多地政府正在尝试通过政策驱动，为游戏产业营造全球市场上的进一步竞争力。 《公平竞争审查条例》共分为5章、27条，主要包括5个方面的内容。其中明确要求"进一步扩大开放，放宽外资市场准入，维护市场公平竞争，保障外资 企业的国民待遇，加强外商投资服务保障，营造一流的营商环境"。 这段条例也可以被更具体地表述为，在政府采购、行业监管等领域对中外资企业一视同仁，中外资企业及其产品拥有同样的监管、规范和要求，也就是 说，"外资企业在上海视同上海 ...

本次监测周期内，真维斯、ubras和有棵树以1.84、1.77、1.76的综合热度位列榜单综合热度前三。 内衣材料科技普惠化解显性痛点，场景价值观重新定义生活方式 从品牌分布来看，新锐内衣品牌以"技术场景双螺旋"重构春季消费逻辑，通过材料革命与场景精准切割 满足功能与精神双重需求。 季节更迭激活户外轻运动场景，Ubras借势力推超薄"空气感无痕系列"，以无尺码2.0专利技术实现"春装 零痕适配"，将通勤穿搭痛点转化为技术突破口；蕉内则升级第四代"凉皮防晒衣"，融合凉感纤维与 UPF50+防晒科技，突破传统内衣边界，实现通勤防晒、郊游透气的"一衣跨场景"功能整合。有棵树以 ESG战略深化差异化，将健康环保价值观植入产品基因，精准触达绿色消费人群。 | 部 排名 | | 品牌 | | | | --- | --- | --- | --- | --- | | 01 | | 真维斯 | 1.84 | NEW | | 02 | ubras | ubras | 1.77 | A 1 | | 03 | | 有棵树 | 1.76 | ▲ 1 | | 04 | COACH | 蔻驰 | 1.73 | ▲ 1 | | 05 | | ...

Group 1 - The article discusses the contrasting outcomes of Chinese restaurants expanding overseas, highlighting that some have seized a trillion-dollar opportunity while others have faced challenges [2] - It emphasizes the necessity for some production capacity to relocate for healthy development [2] Group 2 - Pop Mart anticipates a profit increase of no less than 350% for the six months ending June 30, 2025, compared to the same period last year [3] - The company expects its revenue for the same period to grow by no less than 200% compared to the six months ending June 30, 2024 [3] Group 3 - Qunar Travel launched an English version of its platform, providing English booking services for hotels, flights, trains, and vacation products [4] - Users can switch to English by adjusting settings in the app [4] Group 4 - XPeng Heavens completed a $250 million Series B financing round, which will support the development, mass production, and commercialization of flying cars [4] - The first flying car production facility is nearing completion and is expected to be operational by the fourth quarter of this year, with mass production scheduled for 2026 [4] Group 5 - The domestic consumer electronics industry is accelerating its globalization efforts, with companies like Lens Technology and Luxshare Precision pursuing listings in Hong Kong [4] - The trend reflects a deeper global development strategy, emphasizing the need for comprehensive local production, sales, and service capabilities [4] Group 6 - Meta plans to invest hundreds of billions of dollars in artificial intelligence, with expectations of becoming the first to launch a 1GW+ supercluster laboratory [5] - Following this announcement, Meta's stock price rose by 1.5% [5]

Core Insights - The latest annual ranking of the "Top 205 Global Hotel Groups" has been published, reflecting the development trajectory of the global hotel industry based on data from the end of 2024 [2] Group 1: Rankings and Performance - Marriott International retains the top position with 1,667,331 rooms across 9,131 hotels, an increase from 1,560,687 rooms and 8,566 hotels in 2023 [3] - Jin Jiang International Holdings Co., Ltd. ranks second with 1,454,335 rooms and 14,377 hotels, up from 1,342,161 rooms and 13,250 hotels in the previous year [3] - Hilton ranks third with 1,268,206 rooms and 8,447 hotels, compared to 1,182,937 rooms and 7,530 hotels in 2023 [3] - H World Group moves up to fourth place with 1,088,218 rooms and 11,147 hotels, an increase from 912,444 rooms [3][4] - IHG Hotels & Resorts ranks fifth with 987,125 rooms and 6,629 hotels, up from 946,203 rooms [3] Group 2: Trends and Changes - The number of hotel groups on the list has decreased by over one-third from 2019 to 2024, indicating a trend of consolidation in the industry [6][10] - The top 50 list includes 21 Chinese companies, an increase from 19 the previous year, highlighting the growing influence of Chinese hotel groups [5] - The industry is entering a new phase characterized by stronger brands and increased concentration, with many rising companies demonstrating strong capital, technology, or brand capabilities [8] Group 3: Brand Performance - HanTing Hotel from H World Group tops the single brand ranking with 359,475 rooms, followed by Holiday Inn Express from IHG with 343,957 rooms [11][13] - Jin Jiang International Holdings has seven brands listed, the highest number among the groups, reflecting its extensive portfolio [13] - The ranking of brands shows a competitive landscape where mid-range and economy segments are undergoing significant restructuring [13]

Group 1: Company Developments - Anta Group has officially onboarded over 1,000 fresh graduates for the 2025 intake, aiming to recruit over 100,000 young talents by 2030 [1] - Moonlight Dark Side has released the Kimi K2 model with a total parameter count of 1 trillion, engaging multiple engineers in a Q&A on Zhihu about its development [2] - BMW has announced a collaboration with Chinese tech company Momenta to develop new intelligent driving assistance solutions for the Chinese market [3] - Tabo has entered into an exclusive operational partnership with Ciele Athletics to manage its brand and market presence in China [4] - ByteDance is reportedly developing a lightweight mixed reality headset, although the company has not officially responded to inquiries [5] - Tesla has set the on-road price for the Model Y in India at 6.1 million rupees (approximately $70,919) [6] - Panasonic has commenced mass production at its Kansas battery plant, targeting an annual capacity of 32 GWh and plans to employ around 4,000 people [7] - Nvidia has received U.S. government approval to begin selling H20 chips in China, with the Chinese Foreign Ministry commenting on the implications of such technology sales [8] Group 2: Investment and Financing - Huayi Quantum has completed a multi-hundred million yuan Series A financing round, with funds aimed at accelerating the development of core quantum computing technologies [11] Group 3: Regulatory and Standards Updates - The Financial Regulatory Bureau has released interim measures for the supervision of local asset management companies to enhance industry regulation and risk management [12] - New national standards for power banks are being developed, focusing on stricter safety and technical requirements [13]

Core Insights - The World Artificial Intelligence Conference (WAIC) 2025 will focus on AI's role in transforming the healthcare industry, addressing challenges from data governance to clinical application [3][25] - The event will feature multiple forums discussing key areas such as diagnostic innovation, AI drug development, clinical applications, and healthcare accessibility [3][5] Group 1: Event Details - WAIC 2025 will take place from July 26 to July 28, 2025, at the Shanghai World Expo Center and the Shanghai World Expo Exhibition Hall [3] - The exhibition area will exceed 70,000 square meters, showcasing over 30 healthcare technologies and products [17] Group 2: Key Forums and Discussions - The healthcare segment will include four major forums focusing on AI's impact on medical diagnostics, drug development, clinical applications, and equitable healthcare [3][5] - A forum titled "AI Empowering New Paradigms in Medicine and Health" will feature discussions led by Nobel laureates and Turing Award winners on transformative research and drug development [5][14] Group 3: Innovations and Technologies - The conference will unveil several technological advancements, including AI-driven drug development optimization solutions and global medical imaging AI analysis platforms [15] - Notable companies like Alibaba and Ant Group will present innovative AI medical imaging diagnostic systems [18] Group 4: Global Participation - The event will gather international research institutions, hospitals, and universities, including the Royal Academy of Engineering and Stanford University School of Medicine [9][11] - Experts from various fields will engage in high-level dialogues on the application of AI in healthcare, addressing macro industry development and clinical applications [6][25]

Core Insights - The World Artificial Intelligence Conference (WAIC) 2025 will focus on the integration of AI in the cultural and entertainment industries, addressing challenges such as content homogenization, copyright issues, and ethical concerns surrounding virtual interactions [3][4][5]. Group 1: Event Overview - WAIC 2025 will take place from July 26 to July 28, 2025, at the Shanghai World Expo Center, featuring forums and exhibitions dedicated to AI's role in arts and entertainment [3]. - The event aims to explore solutions and future prospects for AI in various sectors, including art, tourism, gaming, and media [4]. Group 2: Key Topics - Discussions will include technical solutions and legal frameworks for AIGC content copyright, ethical boundaries and commercialization models for virtual human interactions, and the development path of AI machine vision aesthetics [5]. - The event will also address the collaborative growth model between artistic intelligence and AI, focusing on interactive audio therapy and the construction of world IP in the context of Chinese themes [6]. Group 3: Featured Sessions - A session on AI music therapy will showcase the integration of AI and acoustic technology, aiming to promote the industrial transformation of AI music therapy for healthcare and mental wellness [7]. - Another session will analyze the current state and trends of the "AI + cultural tourism" industry, exploring new paths and opportunities for intelligent and personalized development [8]. Group 4: Participating Organizations - The event will involve cultural institutions such as the Shanghai Municipal Bureau of Culture and Tourism and various media outlets, alongside renowned companies like Microsoft, Alibaba, and Tencent [9][10][11]. - International academic institutions and research organizations, including King's College London and the European Academy, will also participate [12]. Group 5: Notable Guests - The conference will feature prominent figures such as Joanna Zylinska from King's College London and other influential artists and scholars from various countries [14]. Group 6: Exhibition Highlights - WAIC 2025 will showcase over 40 companies and more than 100 innovative products in a 70,000 square meter exhibition area, highlighting the deep integration of AI with cultural and digital entertainment [16]. - Notable exhibits will include the Nuwaai digital human platform and various AI and AR glasses, showcasing advancements in user experience and technology [17][19][21][25]. Group 7: Publication Launch - The conference will also introduce the first issue of "WAIC UP!", a guide aimed at exploring the potential of AI and its impact on future civilization [29].

近日，《纽约客》杂志刊发文章《AI或许能消除孤独，却可能制造更大的困境》（A.I. Is About to Solve Loneliness. That's a Problem），作者为 美国耶鲁大学心理学教授保罗・布鲁姆（Paul Bloom）在文中深入探讨了人工智能（AI）伴侣在缓解人类孤独感方面的潜力与隐忧。 布鲁姆指出，AI伴侣凭借其极具说服力的同理心模拟能力，或许能为孤独者提供慰藉，这一点对因年老、疾病或社交隔绝而深陷孤独的人群 而言尤为显著。不过，他也警示道，孤独并非单纯的痛苦感受，更是一种驱动个人成长与社会联结的生物信号。倘若AI彻底消除了孤独带来 的痛感，人们可能会失去自我反思以及改善人际关系的动力，真实关系的价值也可能随之被削弱。 文章从哲学、心理学与文化多个视角出发，剖析了AI伴侣的"双刃剑"本质：它既是带来慰藉的希望，也可能对人性的深层需求构成潜在威胁。 这种复杂的观点不仅引发了人们对技术伦理的思考，也促使我们重新思考孤独在人类生命体验中所承载的深层意义。以下为文章全文： 划重点： 聊天机器人可以为真正被隔绝的人带来慰藉。然而，孤独不仅仅是痛苦——它是一种警示信号，一种关键的提醒，催促我 ...

Core Viewpoint - The company is experiencing a significant shift towards family governance, marked by the departure of key executives and a return to leadership by the Liu family, which raises questions about the future direction and management of the company [2][12][24]. Group 1: Executive Changes - The recent resignations of CEO Sun Yinan and CFO Peng Hongzhi within four months indicate a major leadership transition at the company [2][3]. - The board of directors has been reduced from six to four members, with control returning to the Liu brothers, who hold 78.33% of the company's shares [2][23]. - The new appointments of Liu Fuping as CEO and Yu Feng as CFO further emphasize the company's shift towards family-centric management [2][12]. Group 2: Market Reaction - Following the announcement of executive changes, the company's stock price dropped nearly 13%, resulting in a market capitalization loss of approximately 46 billion HKD [3][4]. - The stock price has decreased by 28.6% from its peak of 17.783 HKD per share, reflecting investor concerns about the leadership transition [4][11]. Group 3: Performance and Strategy - The company reported a revenue of 6.266 billion CNY in 2024, marking a 28.6% year-on-year increase, and a net profit of 1.069 billion CNY, up 21.37% [7][8]. - The shift in product focus from traditional spicy strips to vegetable products, particularly konjac products, has led to a significant change in revenue structure, with vegetable products now accounting for 53.8% of total revenue [26][27]. - The average price of spicy strips has increased by 47% from 13.9 CNY/kg to 20.5 CNY/kg between 2018 and 2023, which has negatively impacted sales volume [29]. Group 4: Challenges Ahead - The company faces increasing competition in the konjac product market, which may lead to a similar fate as its spicy strips if not managed properly [30][31]. - The reliance on offline sales channels, which account for 88.8% of revenue, poses a risk as the company has missed opportunities in emerging online sales channels [34][35]. - Recent quality control issues, such as the packaging weight discrepancy in konjac products, highlight the challenges in supply chain and quality management under family governance [32][34].

Group 1 - MiniMax has secured nearly $300 million in new financing, bringing its post-financing valuation to over $4 billion (approximately 30 billion RMB) [1][3][4] - The company, founded in 2021 by former SenseTime vice president Yan Junjie, is rapidly transitioning from "technical showcase" to "commercial closure" by launching a full-stack product suite covering foundational models, video, voice, and agents [1][3] - MiniMax's Talkie app has achieved over 10 million downloads globally, generating $70 million in revenue from user payments and advertising in the previous year [4][6] Group 2 - MiniMax has released a series of core technologies and products, including the MiniMax-M1 model series and the Hailuo Video Agent, which aims to generate professional-grade short videos from simple text prompts [3][11] - The company is preparing for an IPO, having attracted top-tier investors such as Sequoia China, Alibaba, Tencent, IDG Capital, and Mihayou [4][5] - The competitive landscape among the "AI Six Tigers" is intensifying, with MiniMax leading the charge in this new narrative [2][3] Group 3 - The AI industry is facing a challenge of product differentiation due to high levels of homogeneity in AI applications, making it essential for companies to innovate and stand out [9][10] - MiniMax's Hailuo AI has gained recognition for its video generation capabilities, with users praising its quality and realism [6][14] - The emergence of AI agents is seen as a significant opportunity for commercialization, with various applications being explored across different industries [11][16]