Group 1 - Apple is the biggest winner in the global smartphone market in 2025, achieving a 20% market share and leading both the incremental and installed base competition [1][3][6] - The global smartphone market saw a 2% year-on-year increase in shipments, driven by strong demand in emerging markets and improved economic momentum [1][3] - Apple’s iPhone 17 series significantly contributed to its market share, with one in five new smartphones sold being an iPhone [1][3] Group 2 - In terms of active installed base, Apple holds a 25% share, making it the leader in the global active smartphone market, with over 1 billion active devices [3][10] - Apple and Samsung are the only two manufacturers with over 1 billion active devices, together accounting for 44% of the total active devices [3][10] - Apple's net increase in active devices in 2025 surpassed the total of its next seven competitors combined [5] Group 3 - The iPhone 17 series has been particularly successful in China, with over 10 million units activated for the Pro series and over 20 million for the entire series [9] - Apple's long-term software support and updates contribute to the longevity and value retention of its devices, enhancing user satisfaction and loyalty [10][12] - Apple's strategy of providing extensive software updates and support has created a positive cycle for its user base, encouraging repeat purchases and service revenue [13][15] Group 4 - Apple's service revenue reached $30.01 billion in Q4 2025, a 14% year-on-year increase, driven by its strong installed user base [15] - The smartphone market is entering a phase of slower growth, making the management of existing users increasingly important for manufacturers [16] - Other Chinese brands like Xiaomi, Vivo, OPPO, and Huawei also achieved significant milestones in active device installations, indicating a competitive landscape [16]

划重点 ① 2026 年，全球算力基建正式跨入"连接为王"的通信大年。当 AI 集群规模冲向更大级别，1.6T 速率让传统铜缆因电阻热效应撞上物理天花 板，光电转换从备选项跃升为唯一解。这场由大模型迭代倒逼出的"光速互联"革命，正开启一场比 2000 年光纤时代更具实力的价值重估。 ② LITE 靠垂直整合实现从"零件差价"到"系统溢价"的跨越；COHR 通过精简业务、聚焦核心资产以收割 AI 最肥美的利润；黑马 AAOI 则凭 借 LPO 方案的成本优势与微软深度绑定，展现极高弹性。硅光子、CPO 与 LPO 三线并进，核心目标只有一个：消灭能耗与延迟，重塑 1.6T 时代的定价权。 ③ 不同于 2000 年的供给泡沫，2026 年是需求倒逼下的刚需基建。虽然估值波动与技术更迭仍是变量，但投资逻辑已发生质变：核心不再是算 力多强，而是连接能效多高。拥有芯片自研能力与巨头订单的厂商，正接过 GPU 的火炬，点亮 AI 时代的下半场红利。 站在 2026 年来看，全球算力基建的叙事正发生一场深刻的权力交接。如果说 2024 至 2025 年是属于英伟达和芯片代工厂的"GPU 盛世"，那么 2026 年则 正式开 ...

01 火爆全网的牛牛表情包，出自游戏黑图？ 马年将至，一头牛的表情包反而先火出了圈。 最近，不管是和朋友私聊，还是在群聊里，葡萄君总能见到这只皱着眉头的草地牛。 它确实很魔性，该怎么形容呢……草地牛的眼神有种深邃、严肃、成熟的认真感，但身体却是治愈童风的奶牛造型。 再加上和眼神毫不搭边的大鼻孔、情绪波动不明显的嘴角，整体结合出一种「态度很严肃，但其实也没在干什么很严肃的事」「严肃是表象，幽默是内 核」的反差萌感。 硬要说的话，我觉得或许草地牛传递出的精神状态，会让我有些联想到《国产凌凌漆》里的达闻西…… 而传得最广的草地牛表情包，大抵是抱腿而坐的这张：它好似在沉思、回顾人生，又可能是受了伤、正在EMO……当然，也有可能只是在纯纯发呆放空 自己。你永远摸不透草地牛到底在想什么，以及到底有没有在想东西。 草地牛究竟有多火？除了表情包满天飞以外，现在我甚至能刷到关于它的二创作品。这一方面体现出了大家对草地牛的喜爱，另一方面或许也变相说明， 草地牛正在成为时下的流量密码。 拼豆豆草地牛、国画草地牛，图源小红书 雪人草地牛，图源抖音@曾曾Zeng.目前已获超400万点赞 淘宝上的草地牛玩偶 而草地牛表情包的诞生，其实可 ...

Core Insights - The article discusses the introduction of a distributed cross-channel hierarchical aggregation method (D-CHAG) by scientists at the Oak Ridge National Laboratory, aimed at enhancing the processing of large-scale models on multi-channel datasets [1][2][4] Group 1: Methodology and Performance - D-CHAG enables distributed processing of the tokenization process and employs a hierarchical strategy for channel aggregation, allowing large-scale models to operate efficiently on multi-channel datasets [2][4] - In evaluations on hyperspectral imaging and weather prediction tasks, D-CHAG demonstrated a memory usage reduction of up to 75% when combined with tensor parallelism and model sharding on the Frontier supercomputer, achieving over 2x throughput improvement on up to 1,024 AMD GPUs [2][4] - The method addresses memory bottlenecks and computational efficiency issues in multi-channel foundational model training, achieving up to 70% memory reduction compared to using only tensor parallelism [4] Group 2: Data Utilization - The research utilized two typical multi-channel datasets: hyperspectral images of poplar trees, containing 494 images with 500 spectral channels, and the ERA5 high-resolution reanalysis dataset for weather prediction, which included 80 input channels derived from various atmospheric and surface variables [5][6] - The hyperspectral dataset is crucial for biomass research and plant phenotyping, while the weather prediction dataset was adapted for model training through regridding techniques [5][6] Group 3: Technical Advantages - D-CHAG combines distributed tokenization and hierarchical channel aggregation, reducing memory usage per cross-channel attention layer by processing fewer channels at each layer [9][11] - The method allows for efficient training of larger models on high-channel datasets, supporting configurations that were previously unmanageable with standard tensor parallelism [25] Group 4: Comparative Analysis - The performance of D-CHAG was compared against baseline methods, showing consistent training loss in hyperspectral image applications and significant improvements in weather prediction tasks across various metrics [20][21] - For models with 1.7 billion parameters, D-CHAG configurations demonstrated performance enhancements of approximately 60% for 1,024-channel data, while maintaining efficiency for 512-channel data [15][25]

Core Insights - The recent wave of departures from xAI includes three key Chinese co-founders, raising concerns about the company's stability and future direction [1][3][22] Group 1: Departures of Key Personnel - Tony Wu and Jimmy Ba announced their departures from xAI, following Greg Yang's exit due to health issues, marking a significant loss for the company [1][3][12] - The founding team of xAI, originally consisting of 12 members, has seen 6 departures within less than three years, indicating a troubling trend in talent retention [3][16] - The departures include prominent figures in AI research, with Wu and Ba being critical to the development of Grok's mathematical reasoning and deep learning applications [12][14][22] Group 2: Reasons Behind Departures - The high-pressure work culture at xAI, exemplified by Yang's health issues attributed to overwork, has been cited as a contributing factor to the talent exodus [8][19] - Strategic shifts within the company, including the acquisition by SpaceX and potential IPO plans, may have led to disagreements among founding members regarding the company's future direction and roles [19][22] - Regulatory pressures and product challenges, such as issues with Grok AI's image generation tools and chatbot behavior, are also impacting the company's reputation and operational stability [21][22] Group 3: Implications for xAI - The loss of key personnel raises questions about xAI's ability to maintain its competitive edge against giants like OpenAI and Google [22] - The ongoing departures could pose risks to the company's planned IPO, as external skepticism grows regarding its leadership and strategic vision [22][23] - The current environment in the AI sector, characterized by a surge in startups, may provide opportunities for the departing scientists, hinting at potential future endeavors [23]

Group 1 - A new company, Zhejiang Yipu Smart Technology Co., Ltd., has been established with a registered capital of 10 million RMB [1] - The legal representative of the company is Jin Peng, indicating a leadership structure [1] - The company's business scope includes research and development of intelligent robots, new material technology, and artificial intelligence application software [1] Group 2 - The shareholders of the company include Beijing Yipuhua Technology Co., Ltd. and China United Network Communications Group Co., Ltd. through its subsidiary Unicom Smart Network Technology Co., Ltd. [1]

雄安雄? 7 XIONGAN TALENT ● 2 2 1 A 10 P TF- th . T B I 198 INDER arm and and t in i "雄才杯 坚持政府引导 方向，搭建" 次人才带技7 与早期项目, 新质生产力, 与升级, 打造 聚焦新 等三大高端7 智能、医工 I AL 于概念验证 TTT -12 == 12 == 1 == 叶成果转化↓ 代 信 新 1.空天信 重点聚焦卫 北斗、低空 细分赛道。 2.人工智 重点聚焦具 设备制造、 3.其他 重点聚焦信 现代生命 重点聚焦 新材料: 医疗器械 重点聚焦 柔性电子! 参赛项 念验证、初1 意向在雄安亲 项目团 成型的产品/ 资源等必须扩 包模式。 任属 ष्ठ 66 ◆ 名参赛。 报名 即日 赛区 京津 长三 珠 = 海外 初塞 京津 长三 珠三 海外 决赛 决赛 报名链接：https://xatalent.cn/content/talentCupExplain ...

Core Insights - The winter vacation for over 200 million students in China opens a significant traffic opportunity for video platforms, marking a critical "golden period" for content consumption [1] - The competition among platforms for children's attention and family spending is intensifying, with a focus on educational and entertaining content [1] - Platforms like iQIYI, Youku, and Tencent Video are actively enhancing their children's content offerings to capture this market [1] iQIYI - iQIYI is increasing its supply of parent-child content during the winter vacation, launching the "Super IP Month" initiative to promote new and high-potential IPs [2][4] - The platform has introduced various interactive activities and new animated series, aiming to engage children and enhance their learning experience [4][6] - iQIYI's strategy has shifted from "creating content IP" to "IP commercialization," focusing on rapid promotion and marketing of new IPs [2] Youku - Youku has launched the "Winter Vacation Charging Station" event, combining online and offline activities to engage children in learning through animation [9] - The platform has formed a strategic partnership with CCTV Animation Group to enhance its children's content offerings, promoting various high-quality series [9][11] - Youku has developed a diverse content matrix, including original and licensed animations, to cater to different age groups and interests [11][13] Tencent Video - Tencent Video focuses on a content strategy that emphasizes quality, diversity, and internationalization, offering a wide range of programming for children [14] - The platform features popular IPs and innovative educational content, such as the award-nominated "Call Super Potato" and "Animal Detective Team" [14][16] - Tencent Video has implemented user-friendly features for children, including a "child-friendly mode" to enhance viewing safety and experience [16] Douyin - Douyin has introduced a dedicated content column for minors, providing access to high-quality educational materials from top universities [17][19] - The platform aims to connect children with reliable knowledge and innovative content, fostering their learning and creativity [21] - Douyin's approach to integrating educational content into short videos represents a shift in how children engage with learning materials [21] Industry Trends - The winter vacation period is seen as a strategic opportunity for video platforms to capture traffic and solidify user bases, particularly in the family consumption market [1][21] - The demand for high-quality, educational, and safe children's content is driving platforms to accelerate content iteration and upgrade their offerings [21] - The competition for children's content is not just about traffic but also about content quality, IP management, and commercial monetization strategies [21]

近日，江苏青昀新材料有限公司（以下简称"青昀新材"）宣布完成C+轮战略融资，中化资本创投旗下 中化创新（泉州）产业基金（以下简称"中化泉州基金"）与中国国新基金所属国新创投基金联合领投。 此次融资将加速青昀新材在闪蒸法材料领域的技术迭代创新与升级，进一步巩固其在该领域的全球领先 地位，为我国新材料产业自主创新注入新动能。 作为国家级专精特新"小巨人"企业，青昀新材成功突破海外企业长达60年的技术封锁，实现了从在工 艺、设备、配方方面实现闪蒸法工艺从0到1的突破，自主创新研发的闪蒸法特种材料鲲纶，填补了国内 空白，原料配方、核心工艺到成套装备的全链路技术自主可控。公司自主开发的鲲纶材料具备防水透 气、轻质高强、100%绿色环保可回收等优异特性，性能指标超越国际同类产品，并已顺利通过欧盟 RoHS/REACH、美国FDA等全球最高标准认证，目前广泛应用于医疗包装、安全防护、建筑节能、工 业、半导体、水处理等关键领域。 青昀新材创始人陈博屹表示："国新基金和中化泉州基金的战略投资是对青昀新材技术实力与产业价值 的充分认可。青昀的产业技术也将迎来重大升级与迭代创新，在技术与产品创新领域逐渐步入无人区。 同时，依托投资 ...

曾经，"有钱没钱，回家过年" 是刻在中国人骨子里的春节执念，被几代人奉为圭臬。 "买票难"是很多人选择"反向过年"的原因之一。在北上广深这些大城市，每到春节，都有大量的学生、打工人群体集体返乡。 根据《央视新闻》，2026年春运将于2月2日启动，至3月13日结束，历时40天。据预测，今年春运期间全社会跨区域人员流动量将达到95亿人次，创历 史新高。 相比较回老家的"一票难求"，反向过年在买票的难易程度、机票价格上都要明显友好很多。 在上海工作、老家在徐州的 @章晚月，买2月12日的票回家，以为已经比较早了，没想到高铁票还是很难买。"徐州算是个高铁大站，车多人也多，回 家的票不好买，但我发现从徐州东到上海的票，12号、13号、14号，都还有一大把，可以随便选。" 在买票因素之外，想把家人接到大城市来看看，也是一些年轻人"反向过年"的原因。 在深圳工作的 @菜菜，今年就打算把家人（父母、祖父母）从四川接到深圳过年，票价的确是一方面的考量，但更重要的是，"我在深圳这个城市工 作稳定，加上买房了，算是定居下来了。而且我爷爷婆婆年纪越来越大，未来来这里的可能性会越来越小，所以就想把家人接过来看看，毕竟这里也 算是我的第 ...