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集体飘红的电影股,谁能笑到最后?
3 6 Ke· 2026-02-11 06:02
Core Insights - The pre-sale for the 2026 Spring Festival movie season has begun, with top contenders being "Fast Life 3," "Silent Awakening," and "Bounty Hunter: Wind Rises in the Desert" [1] - The stock market has reacted positively to the pre-sale, with movie stocks generally rising, while the industry appears more cautious compared to previous years [1][3] - The "Nezha Effect" from last year's blockbuster has drawn new investors into the movie stock market, increasing interest in which stocks to buy as the Spring Festival approaches [3] Industry Dynamics - The leading films in terms of social media buzz are "Fast Life 3," "Silent Awakening," and "Bounty Hunter: Wind Rises in the Desert," with significant involvement from listed companies like Damai Entertainment and Maoyan Entertainment [4][6] - Damai Entertainment is notably involved in three major films this year, including "Silent Awakening," which is expected to perform well at the box office [6][8] - The participation of listed companies in this year's Spring Festival films is higher than in previous years, enhancing the investment value associated with these films [3][6] Stock Market Reactions - Following the announcement of "Fast Life 3," the stock price of its production company, Bona Film Group, saw a notable increase, indicating strong market interest [3][9] - The stock performance of Bona Film Group is particularly significant given its recent financial struggles, with the company having to restructure its debts [9][14] - The overall stock market for movie-related companies is expected to respond positively if the Spring Festival box office performs well, despite historical discrepancies between Hong Kong and A-share market reactions [8][9] Competitive Landscape - The competitive landscape for this year's Spring Festival is characterized by a shift, with traditional players like Light Media taking a backseat compared to companies like Bona and Wanda Film, which have a more substantial presence [9][14] - Wanda Film has diversified its offerings this year, producing multiple films, including the reliable "Boonie Bears: Year of the Bear," which is expected to generate stable revenue [14][21] - The film "Star River Dream" is facing challenges in terms of pre-sale performance and market positioning, which may affect its box office potential [24]
坚果200块一斤,你要拿多少年终奖才敢走进薛记炒货?
3 6 Ke· 2026-02-11 05:50
Core Viewpoint - The article discusses the rising popularity and high pricing of Xueji Snacks, a brand known for its premium nuts and snacks, drawing comparisons to other high-end brands and exploring consumer behavior and perceptions around its pricing strategy [2][4][12]. Group 1: Pricing and Consumer Behavior - Xueji Snacks has gained notoriety for its high prices, with products like sunflower seeds priced at 23.8 yuan per jin and cashews nearing 100 yuan per jin, yet it remains popular among consumers [4][12]. - Despite the high prices, consumers express a desire for the products, often feeling compelled to purchase after trying samples in-store, indicating a psychological tactic employed by the brand [6][8][12]. - The brand's strategy of allowing customers to sample products before purchase creates a dilemma for consumers, as they may feel pressured to buy after tasting [11][19]. Group 2: Brand Positioning and Market Strategy - Xueji Snacks positions itself as a high-end snack brand, with store designs reminiscent of jewelry shops, which contributes to its premium image [6][14]. - The brand's marketing emphasizes quality, sourcing ingredients from core production areas and utilizing advanced preservation techniques, justifying its higher price point [14][21]. - Xueji Snacks has expanded rapidly, with over 1,100 stores projected by the end of 2025, indicating a strong growth strategy despite potential market saturation [21][25]. Group 3: Consumer Expectations and Market Challenges - There is a growing divide in consumer expectations, with some seeking affordable options while others are willing to pay for premium quality, posing a challenge for Xueji Snacks to balance its high-end positioning with broader market appeal [23][25]. - The brand faces competition from other snack companies that offer more affordable alternatives, which may impact its long-term sustainability if it cannot justify its pricing to consumers [23][25]. - Feedback from consumers indicates a desire for transparency in pricing and product quality, suggesting that Xueji Snacks must adapt to maintain customer loyalty and avoid being perceived as overpriced [25].
AI算力竞速(中):国产GPU企业的集体冲锋与隐忧
3 6 Ke· 2026-02-11 05:44
当全球巨头在技术前沿狂奔时,中国本土的GPU产业在历史机遇的叠加下,正奋力开启一场波澜壮阔的追赶。来自弗若斯特沙利文的调查数据揭示了令人 惊叹的增长曲线:中国GPU市场规模从2020年的385亿元猛增至2024年的1638亿元,预计到2029年将攀升至1.4万亿元,占全球市场的份额将从16%跃升至 38%。其中,由大模型驱动的AI智算GPU是绝对的增长引擎。 与此同时,外部环境的变化构成了强烈的"倒逼"力量。近年来,高性能AI芯片的出口管制持续升级,国际领先产品的供应受到限制。这场"断供"危机,将 供应链安全的紧迫性提到了前所未有的高度,从反面催生了刚性的国产替代需求。 01 国产崛起:政策东风与市场沃土下的追赶者 国家层面,从国务院到工信部,支持AI芯片与智算基础设施发展的政策密集出台。笔者观察到,上海在该领域继续走在了前列——上海市国资委推动设 立的总规模1000亿元产业投资母基金,首个直投项目便是壁仞科技。这种政策与资本的深度绑定,为本土企业开辟了一个受保护的、宝贵的战略成长窗口 期。 | 公司 | 事件 | 时间 | | --- | --- | --- | | 摩尔线程 | 在上交所科创板上市,上市首 ...
技术、可持续与人才培养:对全球管理学者的调查
3 6 Ke· 2026-02-11 05:32
这个世界总是需要管理者,无论是管理人才还是管理技术。当技术爆发新的能量,旧模式不断拉响警 报,未来的管理会呈现什么样的变化?是与AI共生共舞,抑或以可持续为轴心?管理学的未来会走向 哪一个方向?更多元还是更集中?管理学界和业界仍旧在试探、争论,众说纷纭,难有定论。唯一可以 确定的是,未来没有剧本,只能从过去的理论和眼前的实践中寻找线索,然后思考、推理、判断和验 证。 作为一个始终聚焦管理领域前沿议题、致力于成为管理学界和商界思想原动力的平台,《管理视野》依 然希望以"思维构架未来",在关于未来的重重迷雾中点一盏灯。我们也坚信,管理学的发展从不局限于 单一地域或单一视角,唯有不断向外寻求养分,汇聚全球学界智慧、碰撞不同文化背景下的认知与洞 见,才能更精准地捕捉领域前沿趋势,为管理实践与教育革新提供更具普适性的参考。 在过去的10年里,近300位来自不同国家和地区、不同研究领域的国际学者在《管理视野》上刊发了他 们的研究成果,越过学术与实践的藩篱,提供了大量极具启发性的洞察和思考。站在这个技术迭代的节 点上,我们希望再次凝聚他们的管理智慧,透过专业的视角提供一些关于未来的指南。 为此,我们发起了"管理的未来与未来 ...
小众架构赢麻了,通过编辑功能让100B扩散模型飙出892 tokens/秒的速度
3 6 Ke· 2026-02-11 05:21
Core Insights - The article highlights the significant advancements of Ant Group's LLaDA2.1 model, which has achieved a peak speed of 892 tokens per second in complex programming tasks, outperforming mainstream autoregressive models that operate at much lower speeds [1][18][20]. Group 1: Model Development and Features - LLaDA2.1 represents a historic shift from being a research model to a practical tool, showcasing improved efficiency and usability [2][5]. - The model introduces a dual-mode design, allowing users to switch between Speedy Mode and Quality Mode with a single configuration, thus simplifying user experience and model management [4][6]. - The Speedy Mode allows for rapid initial draft generation, while the Quality Mode focuses on accuracy, catering to different user needs [6][21]. Group 2: Technical Innovations - The model employs an Error-Correcting Editable (ECE) mechanism, enabling self-correction during the generation process, which addresses the common issues of inconsistency in earlier diffusion models [8][13]. - LLaDA2.1 successfully implements reinforcement learning (RL) on a 100B parameter diffusion model, a feat previously considered impossible, enhancing its performance in alignment tasks [16][22]. Group 3: Performance Metrics - In benchmark tests, LLaDA2.1 outperformed its predecessor LLaDA2.0 across various tasks, demonstrating superior performance in both speed and quality [22][23]. - The model's peak speed in Speedy Mode reached 892 tokens per second on the HumanEval+ benchmark, while the mini version exceeded 1500 tokens per second in certain tasks [18][24]. Group 4: Industry Implications - The advancements in LLaDA2.1 challenge the dominance of autoregressive models, suggesting a potential shift in industry standards towards more efficient and versatile models [20][26]. - The open-sourcing of LLaDA2.1 and its mini version indicates a strategic move to foster wider adoption and innovation within the AI community [24][27].
国内乘用车市场分析:区域篇
3 6 Ke· 2026-02-11 05:09
前 言 车百智库基于我国乘用车终端销量数据,从区域、城市线级、典型城市等维度,对新能源乘用车销量的区域发展路径,下沉市场潜力及典型城市的发展模 式展开分析。 区域发展特征 我国新能源汽车产业的区域发展脉络清晰,呈现出从点到面、区域性扩散的特征。先是东南沿海地区率先起步,随后围绕珠三角、长三角、京津冀及川渝 四大核心经济区形成多点开花的发展格局,最终逐步向东北、西北等内陆省份延伸普及。 从区域分布特征来看,华东、华南地区的新能源汽车渗透率位居全国前列,占比约达54%;华北与西南川渝地区紧随其后,处于渗透率第二梯队;而西 北、东北受冬季寒冷气候的影响,新能源渗透率整体偏低,在新能源车型中,消费者往往青睐续航无焦虑的插电混动车型。 西部与东北地区新能源汽车市场仍蕴藏较大发展潜力,需立足区域资源禀赋与气候特征,实施差异化推广策略。西部区域内,川渝、陕西两省新能源汽车 产业发展走在前列,可充分发挥其产业集群优势与市场引领作用,形成辐射周边省市的联动发展效应。内蒙古、新疆地区坐拥丰富的风光清洁能源资源, 可重点探索车网互动模式,推动新能源汽车深度参与电网储能与调峰,同时结合当地旅游产业特色,拓展新能源汽车自驾租赁等应用场 ...
7 英寸大屏卷土重来:折叠屏与平板双重夹击,巨屏手机能否杀出「第三赛道」?
3 6 Ke· 2026-02-11 04:58
Core Viewpoint - The potential resurgence of 7-inch smartphones is being tested by two manufacturers, indicating a response to user demand for larger screens in a market filled with small tablets and foldable phones [1][4]. Group 1: Market Context - The current market already has 7-inch smartphones, such as Huawei's Mate70 Air, which measures 6.96 inches and has a width of 81.5mm, significantly wider than the Xiaomi 17 Ultra at 77.6mm, affecting user grip [1][4]. - The disappearance of large-screen smartphones in the past was attributed to usability issues, but the scarcity of large screens has diminished as technology has advanced [10][12]. Group 2: Reasons for Resurgence - The first reason for the revival of 7-inch smartphones is the increased internal space, allowing manufacturers to incorporate larger batteries, advanced imaging modules, and enhanced cooling systems [4][6]. - The second reason is the improved viewing experience, where a transition from 6.7 inches to 7 inches enhances information density, reading comfort, multitasking space, and video immersion [6][8]. Group 3: Challenges and Considerations - The main challenge for manufacturers is to ensure that the 7-inch device remains portable and user-friendly, maintaining single-handed usability and pocket storage [6][12]. - The device must provide a unique experience that differentiates it from foldable screens and small tablets, offering a straightforward large display without the need for unfolding or carrying an additional device [8][14]. Group 4: User Experience and Market Position - The 7-inch smartphone could become a "second mainstream" option for specific user groups, such as business professionals and heavy mobile gamers, rather than a universal choice [12][16]. - Manufacturers must focus on hardware weight distribution and software adaptation to fully utilize the larger screen, ensuring that it enhances user experience without compromising portability [14][18]. Group 5: Conclusion - The introduction of 7-inch smartphones represents an attempt by manufacturers to break away from market homogenization, aiming to redefine large-screen experiences without reverting to past trends [16][18].
苹果的Magic,究竟在何处?
3 6 Ke· 2026-02-11 04:55
科幻作家亚瑟·C·克拉克在《未来的轮廓》中,总结了三条定律,其中最著名的一条,当属第三定律: Any sufficiently advanced technology is indistinguishable from magic. 任何足够先进的科技,都与魔法 无异。 亚瑟·C·克拉克的书桌,摆放着一台 iMac 跨越半个世纪,如果你足够敏锐,会发现苹果官方在定义产品名与体验时,极其迷恋一个第三定律中出 现过的词——Magic。 通常,这个英文单词代表着两个意思:魔法,或神奇,无论哪种释义,都是一种非常主观且感性的体 验,当它用于形容一堆由冰冷的玻璃、金属和无数行代码堆砌起来的工业制品上时,本身会呈现出一种 微妙的张力。 这种奇妙的张力,也许就是我们选择苹果的原因——在强烈竞争中,能将生态做到魔术般神奇的,只有 苹果。 但这种「Magic」的感知,究竟从何而来? 拆解开来,其实就是三件事。 Magic,源于「不打扰」 如果用一个词来形容苹果的生态体验,我觉得是无感。 这听起来很玄学,但你仔细回想一下 AirPods 的体验,不需要插线,不需要你在蓝牙列表里痛苦地搜索 配对,就像是长了眼睛,能预判你的预判;我 ...
洗浴中心,扎堆上演最具性价比年会
3 6 Ke· 2026-02-11 04:42
又到年会季。如果与老板觥筹交错很无聊,那你是否接受与同事,在洗浴中心坦诚相待? 这个年末,不少企业都将年会举办地,从以前的豪华酒店,平替到洗浴中心。在这里,老板致辞、颁奖表演都被简化,打工人可以"去中心化"地按自己的 心意,各自泡汤、棋牌、唱歌,甚至可以独自找个格子间美美地大睡一觉。最关键的是,老板也很轻松,预算能节省不少。 演化了数千年的人类,仍然喜好在独处和群居中间,一边计算利益得失,一边走着自己的钢丝。 #01 选择对谁赤裸? "在池子里泡了十来分钟,和姐妹们聊了下护肤秘诀,然后就去棋牌室打麻将。" 这是安徽淮北教培行业90后女孩唐汉月,度过的最舒服的一个年会。以前公司年会多是聚餐,人均餐标100多元,老板长篇大论,又占用大家时间,又逼 着所有人在一个空间里两三小时地盯着彼此,很不自在。 图 | 汤泉自助餐 当然"汤泉年会",也不是每个人都自在。 对习惯于泡汤的北方人来说,"你有我有全都有",何必大惊小怪,但对南方人来说,面对赤裸相对的同事,多少有点不适。深圳某手机公司的宋妍,听闻 公司年会,要在水疗会所举办后,第一反应就是如何请假。 作为一个纯I人,光想到跟半熟不熟的同事"光溜溜相见",宋妍就觉得脚趾 ...
里程碑时刻,100B扩散语言模型跑出892 Tokens /秒,AI的另一条路走通了
3 6 Ke· 2026-02-11 04:31
Core Insights - The release of LLaDA2.1 marks a significant transformation in the field of diffusion language models (dLLM), which was previously considered a niche area. The new version includes LLaDA2.1-Mini (16 billion parameters) and LLaDA2.1-Flash (100 billion parameters) [1][3] - LLaDA2.1 achieves a peak speed of 892 tokens per second, demonstrating a practical efficiency advantage and breaking the "fast but inaccurate" paradigm with its error-correcting mechanism [3][10] - The model introduces a dual-mode system allowing users to switch between quality and speed, addressing the trade-off between these two aspects effectively [15][19] Model Performance - LLaDA2.1's 100 billion parameter version achieved a peak speed of 892 tokens per second, which is particularly notable given the complexity of tasks it can handle, such as programming benchmarks [10][11] - The model's architecture allows for parallel generation and self-correction, which enhances its usability compared to traditional autoregressive models that lack this capability [13][14] - In experimental evaluations, LLaDA2.1 outperformed its predecessor LLaDA2.0 in quality mode across various benchmarks, while also showing significant improvements in throughput in speed mode [20][22] Technical Innovations - The introduction of an Error-Correcting Editable (ECE) mechanism allows LLaDA2.1 to draft answers quickly and then edit them, enabling a more flexible and accurate output generation process [13][18] - The model employs a reinforcement learning phase to enhance its understanding of instructions and alignment with user intent, marking a first for diffusion models at this scale [16][17] - The dual-mode design allows users to configure the model for either speed or quality, simplifying user experience and model management [15][19] Industry Implications - LLaDA2.1's advancements suggest a potential shift in the landscape of AI models, challenging the dominance of autoregressive architectures and opening up new avenues for research and application in language modeling [26] - The successful implementation of a 100 billion parameter diffusion model indicates that the barriers to scaling such models may be diminishing, encouraging further investment and exploration in this area [11][26] - The model's ability to handle complex tasks efficiently positions it as a competitive alternative in the AI landscape, potentially influencing future developments in language processing technologies [10][26]