史上 "最智能" 的一届奥运会是怎样炼成的？ 阿里云和奥运的渊源已经有好几年了，早在2022年北京冬奥就已经实现了核心系统全面上云，阿里云支持的云转播也完成了技术测试，奥林匹克广播服务 公司（OBS）首席执行官伊阿尼斯表示："2024年巴黎奥运会期间，云端转播分发与处理量已全面超越卫星转播。而米兰冬奥会必将深化这一趋势。" 赛事内容的爆发式增长，是奥运数字化转型最直观地体现。2008年北京奥运，全球制作的内容总量约6万小时，到了2024年的巴黎奥运会，这个数字变成 了接近50万小时，但与之形成鲜明对比的是，广播中心的面积、转播所需的设备、碳排放量等，却都在大幅减少。2016年里约奥运会国际广播中心面积达 5.5万平方米，而2028年洛杉矶奥运会的广播中心面积将缩减一半，能耗更将降低75%。传统技术难以实现的效率提升，在云技术的赋能下成为现实。 伊阿尼斯坦言："阿里云与奥林匹克转播服务公司（OBS）云平台取得巨大成功的关键，在于阿里工程团队倾注时间与才智，为广播电视行业量身定制解 决方案。" 而在内容全面数字化、云化后，奥运要回答下一个问题，就是如何让赛事内容变得通俗易懂、充满趣味，向观众呈现普适化的回放解读。 ...

在很长一段时间里，Thomas Dohmke 都被视为"最不像 CEO 的 CEO"。 他会在深夜亲自回复 GitHub Issues，会在发布会上公开演示自己写代码的过程，也会在 Copilot 最早的内测阶段，反复强调一句话："如果这个东西不能改 变开发者每天的工作方式，那它就不值得存在。" 但去年 8 月，这位 GitHub 首席执行官正式离职。外界一度猜测，他是否会加入另一家大厂，或转向 AI 创业投资。但几个月后，他给出的答案更直接 ——重新创业。 今年 48 岁的 Thomas Dohmke 创办了一家名为 Entire 的新公司，这是一个面向"智能编码时代"的开源开发者平台。 他在 x 上宣布了这一消息。 Grab 首席产品官 Philipp Kandal 在 x 上发帖表示祝贺。 1 Entire 是谁？ 那么，这个 Entire 到底是什么？ 据 Dohmke 介绍，Entire 是一个平台，但它未必会与 GitHub 展开竞争。Dohmke 表示，其理念是在技术栈的更高层构建一个平台，让开发者能够管理智 能体的推理过程并与之协作。代码仓库仍将是其中的核心。 Entire 正在构建的是一个三 ...

转眼就到2026年春节，9天超长假期就摆在眼前，估计不少人早就按捺不住想往国外跑的心情了。 毕竟辛苦了一整年，谁不想换个陌生的地方吃顿不一样的年夜饭，躲躲家里七大姑八大姨的催婚追问， 顺便拍点氛围感大片，在朋友圈低调装个X呢？ 但今年的出境游市场，那真是实打实的"冰火两重天"。很多往年挤破头、抢着去的顶流目的地，因为各 种各样的糟心事，彻底跌下神坛，这也让很多游客犯了难。 除了东南亚和日韩周边短线目的地，长线目的地中的美国也受影响。以前，美国是很多人春节长线游的 首选，纽约时代广场、洛杉矶好莱坞、拉斯维加斯、大峡谷等都是热门打卡地，但现在安全问题直接影 响了中国游客的出游信心。 在过去一年全球旅游增长4%的大背景下，前往美国的外国游客数量居然下降了4.2%。报道分析，这主 要是因为美国现政府大幅扩大移民执法、加强边境审查、加征关税，彻底劝退了不少国际游客。 咱先说说最让人唏嘘的顶流——日本，估计有一大半人，都是咬着牙、不甘心地把它从出行清单里划掉 的。 放在前几年，日本那绝对是春节出境游的"顶流中的顶流"，妥妥的香饽饽。北海道的漫天白雪、大阪的 心斋桥逛街扫货、京都的古寺禅意，甚至还有不少人专门飞日本买年货、 ...

Core Insights - Nike's Greater China region has seen significant leadership changes, with current head Dong Wei set to step down on March 31, 2026, and Cathy Sparks appointed as the new Vice President and General Manager [1] - The company's performance in Greater China has been disappointing, with a 13% revenue decline in fiscal year 2025, marking it as the largest market decline globally [1] - Nike's overall revenue for fiscal year 2025 dropped to $46.3 billion, attributed to challenges in its Direct-to-Consumer (DTC) strategy and increased competition from emerging brands [1] Leadership Changes - Dong Wei has been with Nike since 2005, playing a crucial role in the company's development in China, including during significant events like the Beijing Olympics [1] - Elliott Hill, a veteran at Nike, has taken over as CEO and initiated the "Win Now" transformation plan, focusing on core sports and optimizing inventory [3] Strategic Initiatives - The "Win Now" plan includes a renewed focus on sports, inventory optimization, and reducing discounts to improve margins [3] - The company has re-established relationships with traditional retailers like Footlocker and JD Sport, enhancing their profitability [3] - In March 2025, Hill introduced the "Sport Offense" strategy, emphasizing a return to core sports categories such as running, basketball, and soccer [3] Financial Performance - In Q1 of fiscal year 2026, Nike's wholesale channel showed a 7% year-over-year growth, contributing to overall revenue growth, while inventory decreased by 1.68% to $8.114 billion [4] - Net profit for Q2 of fiscal year 2026 rose from $211 million in Q4 of fiscal year 2025 to $792 million, indicating improved sales efficiency [4] Regional Performance - North America saw a significant performance increase in Q2 of fiscal year 2026, with revenues reaching $5.633 billion, a 12.2% quarter-over-quarter increase and an 8.77% year-over-year increase [6] - The main brand's revenue in North America grew by 1% to $12.1 billion, although this was offset by declines in Greater China and APLA regions [7] Market Focus - Nike remains committed to the Greater China market, with Hill emphasizing its long-term potential and ongoing optimization of local operations [9] - The company has integrated its innovation and design teams for Nike, Jordan, and Converse to enhance collaboration and focus on three core metrics: innovation capability, market ecosystem restructuring, and structural adjustments in China [9] Product Strategy - Nike has relaunched its ACG (All Conditions Gear) brand, focusing on outdoor performance and targeting the competitive outdoor market in China [10] - The new ACG flagship store in Beijing is seen as a strategic move to capture the growing outdoor consumer market [10] Market Dynamics - The outdoor market in China is highly competitive, with brands like Anta and Li Ning also expanding their presence [12] - Nike's ACG brand aims to differentiate itself through specialized offerings in trail running and performance outdoor gear [12] Advertising and Brand Image - Nike has recently released advertisements aimed at reconnecting with its brand identity, indicating a desire to regain its previous marketing prowess [12] - The company acknowledges that the recovery process will not be linear, but the logic of collaborative growth is beginning to materialize [13]

Group 1: Company Developments - Qianwen's Daily Active Users (DAU) reached 73.52 million, and the app has topped the App Store's free chart for six consecutive days [1] - South Korean AI startup Wrtn plans to enter the U.S. market, aiming for an IPO as early as 2028, with projected annual revenue exceeding $100 million this year [2] - Founder of Pang Donglai, Yu Donglai, announced retirement and will transition to an advisory role, with decision-making now handled by a committee [3] - Elon Musk is planning to establish an AI satellite factory on the Moon through his company xAI, which aims to enhance AI capabilities [4] - Meituan launched a native "Deep Research" Agent with a usability rate of 61.1%, outperforming ChatGPT's 42.8% [5] - iFlytek officially released the Spark X2 model, focusing on high-specialty applications in education, healthcare, and automotive sectors [6] Group 2: Legal and Financial Matters - Estée Lauder has filed a lawsuit against Walmart for selling counterfeit beauty products without adequate measures to ensure authenticity [6] - Qingyun New Materials completed a C+ round strategic financing led by Zhonghua Capital and Guoxin Venture Capital to accelerate innovation in flash evaporation materials [7] - The Shanghai and Shenzhen Stock Exchanges introduced a package of measures to optimize refinancing, enhancing support for quality listed companies [8][9] - Alphabet's bond issuance received a record £24 billion in subscriptions, with plans to issue at least $9.4 billion in bonds, including rare century bonds [9] - The South Korean government plans to invest 1 trillion KRW (approximately $687.8 million) in developing AI semiconductors over the next five years [11] Group 3: Industry Insights - The State Council of China issued guidelines to improve the national unified electricity market system, focusing on optimizing resource allocation and enhancing market functions [10]

Core Viewpoint - Faraday Future (FF) has faced significant challenges since its inception, including financial instability and legal battles, but has recently gained renewed attention and potential opportunities in the market due to strategic pivots and external factors [1][2][4]. Group 1: Company Background and Challenges - FF was founded by Jia Yueting, who has been under financial strain since the collapse of LeEco, with debts exceeding $10 billion [1]. - The company has experienced multiple crises, including a failed partnership with Evergrande and a significant drop in stock price following a short-seller report questioning the legitimacy of its production orders [2][3]. - In late 2022, FF was on the brink of bankruptcy, with Jia Yueting resigning from most of his positions due to the company's dire financial situation [2][3]. Group 2: Market Dynamics and Strategic Moves - In May 2024, FF received a boost when President Biden announced a 100% tariff on Chinese electric vehicles, allowing FF to position itself as a bridge between Chinese supply chains and the U.S. market [4]. - The stock price of FF surged dramatically due to a meme stock phenomenon, increasing over 100 times in just four days, which helped restore market interest and allowed the company to maintain its listing status [4][6][14]. - FF has adopted a "dual-flywheel" strategy, focusing on electric vehicle production and expanding into Web 3.0 and cryptocurrency, aiming to leverage these sectors for funding and growth [5][70]. Group 3: Business Operations and Future Plans - FF has established a subsidiary, FX, targeting the mid-market segment with its first mass-produced vehicle, an MPV, utilizing a light-asset model in collaboration with Chinese manufacturers [9][90]. - The company aims to capitalize on the growing demand for electric vehicles in the U.S. market, which is seen as a significant opportunity despite the competitive landscape [9][80]. - FF has also ventured into the cryptocurrency space, planning to tokenize its stock and attract Web 3.0 investors, which is expected to provide additional funding avenues [5][70]. Group 4: Leadership and Vision - Jia Yueting has re-emerged as a prominent figure in the U.S. market, leveraging his personal brand to garner support and attention for FF [5][6]. - The leadership emphasizes the importance of vehicle production as the key to improving the company's financial health and fulfilling Jia's commitment to repay debts and return to China [9][50]. - The company is focused on building a strong operational foundation while navigating the complexities of the automotive and tech industries [7][73].

时隔不到24小时，又一xAI联合创始人离职了！ 智东西2月11日报道，今天上午，马斯克旗下的AI独角兽xAI的联合创始人Jimmy Ba宣布，今天是他在xAI任职的最后一天。 上周，科技媒体The Information援引知情人士消息称，马斯克因新一代Grok模型发布延迟，近几周来"日益不满"。与此同时，xAI正以每月近 10亿美元的惊人速度消耗资金。 Jimmy Ba是一名加拿大籍的华裔AI研究员，他因2014年与他人合作开发Adam优化器而声名鹊起，该算法已成为训练AI模型的标准工具之一， 在谷歌学术上，Adam论文的引用量超过了24万次。 | Jimmy Ba | | | --- | --- | | University of Toronto | | | Verified email at cs.toronto.edu - Homepage | | | Neural Networks Artificial Intelligence | | | Machine Learning Deep Learning | | | ARTICLES CITED BY PUBLIC ACCESS | CO-AUTHOR ...

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 ...