站在今天回望，过去一年的中国消费市场锣鼓喧天。 蜜雪冰城、古茗、沪上阿姨相继挂牌，鸣鸣很忙也于农历新年之前登陆港股，连霸王茶姬也远赴纳斯达克成为"中国茶饮美股第一股"，消费连锁品牌的资 本化浪潮喧嚣一时。 但在这波上市热潮背后，新消费赛道正浮现出一个极具反差的行业真相：无论是手握甜蜜旋律的"雪王"，还是遍布全国县域的零食店、火锅食材店，虽然 每天服务数千万终端消费者（C端），但真正的商业核心与收入引擎，却隐藏在对加盟商（B端）的持续供货之中。 以"雪王"蜜雪冰城为例，其向加盟商销售食材、包材、设备的收入占比高达90%以上。这意味着，4块钱的柠檬水只是流量入口，品牌真正赚的是卖给加 盟商的糖浆、奶粉和吸管的钱。这种逻辑在量贩零食巨头"鸣鸣很忙"身上更为极致，其99.5%的收入源自向加盟商供货。 这意味着，无论终端门店竞争如何激烈，无论消费者是否买单，品牌方通过向加盟商销售原材料、设备、包装等必需品，已提前锁定了利润，加盟商则在 享受品牌带来的影响力外，承担了租金、人力、库存和市场竞争的压力。 在如今万店时代的博弈中，这些经营着"茶饮"、"火锅食材"或"零食折扣店"不同类目的品牌，本质上其实都是新型的大型供应链贸 ...

最经典的专注类应用，可以追溯到 2014 年由台湾团队打造的 Forest。 彼时，"种树"机制下，App 驱动用户专注的逻辑是，建立在"番茄钟"基础上的纪律与惩罚。规定时间内，用户是"被管理者"，一旦失败，小树枯萎，会产 生负罪感。 时间来到 2025 年，无论是像 Focus Friend 这样，靠创始人"大网红"背景迅速爆火的"编织豆子"；还是像 Self-Care Pet: Momo 这样，来自异星球、有丰富 故事的"八字眉宠物"；驱动专注的核心逻辑都是陪伴与奖励。用户化身"帮助者"，通过专注行为为虚拟角色（豆子、Momo 宠物）换取成长资源（编织物 换家具、金币换装饰品）。 过去一年，我们持续关注健康赛道，而健康大类下，专注类产品和助眠类产品，成了我们选题中出现频率最高的 2 个观察对象。 这两个赛道看似面向不同的用户需求，但内核都指向现代人的同一种困境：在信息过载的时代，如何重新掌控注意力与睡眠。内核相同的另一面，是产品 们给出的解决方案和商业化表现又呈现出不同景象。 专注 App 的三种进化路径 正向激励机制下的虚拟宠物 Momo（左）；Focus Friend （右）｜图源 App 这种转换视 ...

他停顿了一下，问我叫什么名字。我觉得这并非因为这个问题展现了他什么独到的见解。或许只是因为 这个问题在课堂上比较少见——大多数学生都不会问这种问题。但现在回想起来，那一刻标志着我长达 十年观察这个领域悄然变革的开始。 十年过去了，模拟电路设计发生了翻天覆地的变化。但这种变化究竟代表"衰落"还是"重组"，则取决于 你的视角。在本文中，我想探讨一下实际情况，并挖掘其中的机遇。 变革的现实 劳动力结构的转变 十年过去了，我可以肯定地说，模拟电路设计领域确实已经由亚裔和印度裔工程师主导。这并非我个人 的看法。根据美国国家科学基金会 (NSF) 2024 年的报告，美国超过 55% 的博士级工程师是外国出生 的，美国大学工程学博士生中超过 60% 是国际学生。STEM OPT 签证统计数据显示，印度籍申请人占 48%，中国籍申请人占 20%。 日前，美国一个博主nutty写一篇名为《The Future of Analog Circuit Design — Finding Opportunity in a Changing Landscape》的文章。在文章中，他探讨了模拟芯片的机会以及模拟芯片。 以下为文章正文： 大 ...

APPSO 先给你快速梳理下 OpenAI 智能音箱的核心信息 「长眼」的智能音箱，你敢用吗 在苹果、Meta 都在把 AI 塞进眼镜、手表、吊坠等可穿戴设备时，OpenAI 尝试把摄像头塞进音箱，能「看见」你和周遭的环境，让 AI 对你的理解也将从 语言延伸到行为，你的作息、习惯、情绪状态，都将让 AI 读懂和拼凑出一个真实的你。 智能音箱这个品类，从 Amazon Echo 到 Apple HomePod，已经卷了快十年。但这些设备的「智能」，往往停留在「能听懂关键词」的层面，离真正的 「理解」差着十万八千里。 OpenAI 的解法简单粗暴：给它装上眼睛。 据 The Information 爆料，OpenAI 正在开发一款智能音箱，它将配备摄像头，支持类似苹果 Face ID 的人脸识别。你未来可能「看一眼」就能完成购物 支付，类似功能目前在小米、Rokid 等智能眼镜已经实现。 智能音箱内置摄像头，能识别你周边环境，比如桌上摆了什么、旁边在聊什么。还支持类似 Face ID 的面部识别，可以直接刷脸完成购买。这种「所见即 所得」的购物体验，目前市面上的智能音箱还做不到。 产品假想图，图片由 Nano ...

这个春节，机器人比人更忙，成为了最"抢眼"的"年味担当"。 刚刚过去的2026年央视春晚，也是机器人登场密度最高的一届，从武术表演到小品再到歌舞、微电影，在登台数量和参与深度上，都创下了新高。机器人 还在各大地方春晚上，轮番整活，玩乐队、跳"扫腿舞"都不在话下。不少网友直呼，"张万森，下机器人了。" 这股"机器人打工"热潮在线下活动中，表现得更为迅猛。 在景区边，机器人正在为游客写福字；在商场门口，它们一边跳舞，一边引得孩子们阵阵欢笑；在小区里，有年轻人正带着机器人去给亲戚送年货，让不 少路人围观拍照。这些曾经在科幻小说中的情景，已经成为了真实生活中的写照。 机器人租赁市场也迎来了前所未有的热度。 智元旗下机器人租赁平台擎天租数据显示，截至2月12日，平台已累计收到覆盖春节假期的订单超过1000单。综合当前已下单及预约情况测算，整个春节 假期内平台整体GMV预计环比涨80%。截至春节假期结束，平台累计订单量预计将突破5000单。 从企业年会、商场开业，到个人拜年、求婚，机器人租赁已从"小众尝鲜"变成"大众市场"。当科技与年味相遇，机器人不再是遥不可及的"未来科技"，而 是成了春节里最"铁"的新朋友。 不过，随 ...

光伏行业洗牌加剧：跨界企业退市破产，国资"掐尖"接盘优质资产，格局重塑。 2025年4月，ST嘉寓和ST旭蓝发布了终止上市公告，成为A股当年首批面值退市的光伏企业 。与此同时，甘肃金刚光伏因逾8000万元借款逾期 被法院强制执行，四家下属公司申请重整 。但在另一个维度，曾折戟IPO的一道新能却迎来了新主人——衢州国资通过旗下公司取得不少于 34.05%的表决权，实现单独控股 。同样是光伏企业，有人倒在黎明前的血泊中，有人在国资"输血"后获得喘息。 2025光伏行业部分破产企业： | 时间 | 174 | 破产类型 | No | | --- | --- | --- | --- | | 1月3日 | 宿迁阳力能光伏有限公司 | 破产申请 | 江苏宿计 | | 1月7日 | 梓亦光伏(上海)有限公司 | 破产申请 | 上海 | | 1月9日 | 深圳市英威腾交通技术有限公司 | 破禁止鋁 | 广东深圳 | | 4月2日 | 太一光伏科技(常州)有限公司 | 破产申请 | 江苏常外 | | 4月8日 | 南阳德才光伏发电有限公司 | 破产申请 | 河南方城 | | 4月28日 | 华东光能科技(徐州)有限公司 | 破 ...

Core Viewpoint - The article discusses a creative competition among various AI models to generate couplets for the upcoming Year of the Horse, targeting different demographics: elderly, young adults, and elementary school students. The performance of each model is evaluated based on their ability to meet the specific needs and preferences of these groups. Group 1: Elderly Audience - The elderly prefer couplets that convey stability and traditional values, focusing on themes like health and family happiness [5][12]. - The AI model "Doubao" produced a well-rounded couplet that met traditional expectations, while "Deepseek" impressed with its cultural depth [6][8]. - "Gemini 3" provided a straightforward yet relatable couplet, while "ChatGPT" was criticized for being overly conventional and lacking creativity [11][12]. Group 2: Young Adult Audience - Young adults seek couplets that are trendy, relatable, and motivational, incorporating modern language and internet culture [13][14]. - "Doubao" effectively captured the aspirations of young workers with its use of popular phrases, while "Gemini 3" was praised for its clever integration of relatable themes [17][21]. - "Deepseek" was noted for its visual appeal but did not resonate as strongly, and "ChatGPT" was seen as too rigid and lacking in contemporary relevance [24][25]. Group 3: Elementary School Audience - For elementary students, the couplets should be simple, fun, and easy to understand, focusing on themes of learning and growth [25][26]. - "Doubao" created a clear and engaging couplet suitable for both children and parents, while "Deepseek" produced a playful couplet that resembled a children's song [27][28]. - "Gemini" also performed well, creating a lively image of a smart and eager child, whereas "ChatGPT" was deemed too formal and lacking in charm [30][31]. Group 4: AI Models' Self-Evaluation - The AI models engaged in a self-assessment round, with "Deepseek" critiquing others for their strengths and weaknesses, particularly highlighting "ChatGPT" for its lack of modern appeal [32][34]. - "ChatGPT" countered by pointing out significant errors in "Deepseek's" output, emphasizing the importance of accuracy in couplet creation [36][39]. - The final rankings indicated that "Doubao" was the most balanced, "ChatGPT" was traditional but safe, "Gemini 3" was creative but less formal, and "Deepseek" suffered from critical errors [40][44].

春节，像一个巨大的坐标系，让散落在天南海北的年轻人们，短暂回归原点。当一线城市的打拼者与留守县城的老同学在饭桌上重逢，一场无声的比较便 开始了。 总有一些瞬间，会让在一线城市打拼的年轻人，心中涌起对老家同学的羡慕：或许是发现老家同学的月供比自己在一线城市的房租还便宜，或许是看到他 们晚上六点准时下班能享受自己的时间，而自己的手机相册里，除了公司就是地铁站。 这种羡慕，起初是源于物质上的对比——宽敞的房子、无忧的消费。但仔细一想，是一种"确定感"。在小城，人生的轨迹更清晰：稳定的工作、安稳的家 庭、可预期的未来。而在大城市，每一个选择都伴随着一定风险。 但有意思的是，这份羡慕似乎是相互的。县城的同学也会打探互联网大厂的八卦，羡慕他们朋友圈里的都市见闻，羡慕他们的见识和更多的可能性。 我们似乎都活在对彼此生活的想象里，不自觉地美化着自己没走过的那条路。大城市有它的机遇和代价，小城市有它的安稳和束缚。 这种偶尔的"羡慕"，可能只是我们在疲惫时一个短暂的情绪出口，也可能是认真考虑的"备选方案"。我们在一次次比较中，更清楚自己想要什么、不想要 什么，也最终学会接纳自己的选择，以及这一路上得到的与失去的。 1 十年北漂： ...

Core Insights - The article discusses the trend of startups adopting a "Palantir-like" model, emphasizing the deployment of Forward Deployment Engineers (FDEs) to create customized workflows for clients, akin to special forces rather than traditional software companies [1][2][10]. Group 1: The Appeal of the Palantir Model - The allure of the Palantir model lies in its ability to integrate disparate systems and deliver customized platforms quickly, which is particularly appealing to startups aiming for significant contracts [2][10]. - The surge in FDE job postings, with reported increases of 800% to 1000% this year, indicates a growing trend among AI startups to ensure effective deployment through on-site engineering support [10][12]. Group 2: Unique Attributes of Palantir - Palantir's success is attributed to its unique combination of a robust product platform, embedded elite engineers, and proven performance in critical government and defense environments, which most companies struggle to replicate [9][21]. - The company's approach is not merely about automating existing processes but involves pushing clients to adopt new workflows, which is a rare courage among vendors [18]. Group 3: Challenges of Imitating the Model - Many startups attempting to emulate Palantir may end up as high-cost service firms without the competitive advantages that come from a true platform [2][10]. - The article warns that not every problem warrants a "Palantir-level" solution, especially in less critical environments where the ROI does not justify extensive customization [15][16]. Group 4: Key Considerations for Adoption - Companies should assess the criticality of the problems they are solving, the concentration of their customer base, and the regulatory environment before adopting a Palantir-like model [23]. - The article suggests that startups should view FDE deployment as scaffolding rather than the foundation of their business, ensuring that they do not become trapped in a service model [25][30]. Group 5: Practical Steps for Implementation - Startups are encouraged to focus on building strong foundational components rather than fully customized workflows, allowing for scalability and reusability [26]. - Engaging FDEs as integral parts of product development rather than just delivery can create a feedback loop that enhances product quality and customer satisfaction [27].

Core Viewpoint - Wang Teng, the founder of Today Sleep Technology, has publicly switched to using an iPhone 17 for better compatibility with sleep monitoring devices, marking his first use of a non-Xiaomi phone since leaving the company in September 2025 [1] Group 1: Company Transition - Wang Teng previously served as the General Manager of Xiaomi's China Marketing Department and General Manager of the REDMI brand before founding Today Sleep Technology [1] - The company, Today Sleep Technology, was established in January 2026 and has completed seed round financing of several million yuan [1] Group 2: Product and Market Insights - Wang Teng highlighted that sleep is a complex system requiring multifaceted improvements, sharing his sleep data from the past six months [1] - The switch to iPhone 17 was specifically due to better adaptation with sleep monitoring devices such as Whoop, Oura, and Eight Sleep [1]