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]

今天，谷歌Chrome团队投下了一枚深水炸弹：WebMCP（Web模型上下文协议）正式登场。 它可以让AI智能体跳过「人类用户界面」，直接与现有的网站和Web应用深度交互。 在Chrome 146的早期预览版中，开启特定flag即可体验WebMCP 这相当于给Agent加上了「超能力」，从此不用再「装得像个人一样」，去看网页、找按钮，或是点链接。 仅通过一个API：navigator.modelContext，AI便可绕过图形界面，直接与Web应用服务的内核对话。 假设想要订一张机票，Agent不用在屏幕上点击，而会直接通过底层协议，向航空公司网站发送命令，直接获取结果。 用开发者Alex Volkov的话来说，「WebMCP就相当于UI里的API」。 可以说，WebMCP的诞生，释放了一个极其明确的信号—— AI Agent与网页交互的底层逻辑，正迎来一场彻底的重塑。 它实现了从「视觉模拟」到「逻辑直连」的跃迁，正让传统的Web交互范式彻底走向终结。 WebMCP震撼登场 掀起Agent交互革命 或许很多人，还没有意识到WebMCP的重要性。 它的核心在于，改变了Agent获取服务的方式，让其直接拿到了网页 ...

Core Viewpoint - The article emphasizes the importance of maintaining a healthy diet and lifestyle during the Chinese New Year holiday to prevent weight gain, despite the temptation of festive foods and gatherings [1][14]. Group 1: Healthy Eating During the Holiday - Controlling both the quality and quantity of food is crucial for a healthy New Year meal, suggesting the use of low-oil, low-fat, and low-salt ingredients, along with steaming or boiling methods to reduce calorie intake [3][5]. - Traditional festive foods often lead to excessive calorie consumption, with an average meal exceeding 2000 kcal, equivalent to consuming 10 bowls of rice [14][18]. - Recommendations include substituting half of the dumpling wrappers with whole wheat, using lean meats and vegetables for fillings, and opting for steamed or boiled dishes instead of fried ones [5][9]. Group 2: Managing Snacks and Beverages - It is advised to portion snacks into small dishes to control intake, with a recommendation of no more than 20g of unsalted nuts per day and choosing low-sugar beverages like green tea [7][9]. - Alcohol consumption should be moderated, with suggestions to opt for low-alcohol options and avoid high-sugar drinks [9][18]. Group 3: Maintaining Physical Activity - Regular exercise should be integrated into the holiday routine, with alternatives like resistance band workouts or bodyweight exercises to maintain fitness levels [22][24]. - Engaging in household chores and social activities can also contribute to calorie expenditure, while monitoring weight daily can help manage dietary choices [24][26]. Group 4: Importance of Sleep - Adequate sleep (7-8 hours) is highlighted as essential for hormonal balance, which affects metabolism and appetite regulation, thus playing a significant role in weight management during the holiday [24][26].

Core Insights - Shiseido Group reported a net sales of 969.99 billion yen (approximately 43.20 billion RMB) for 2025, marking a year-on-year decline of 2.1% [1][3] - Core operating profit increased to 44.52 billion yen (approximately 1.98 billion RMB), reflecting a year-on-year growth of 22.4%, with a core profit margin of 4.6% [1][2] - The company recorded an operating loss of 28.79 billion yen (approximately 1.28 billion RMB) [1][2] Financial Performance - The 2025 revenue represents one of only two declines in the past five years, with a net loss attributable to owners of the parent amounting to 40.7 billion yen (approximately 1.81 billion RMB) [2][3] - Goodwill impairment losses reached 46.8 billion yen (approximately 2.08 billion RMB) [1][3] - The main brand Shiseido remained flat year-on-year, while the Drunk Elephant brand saw a significant decline in net sales, dropping 39% [2][3] Regional Performance - The Americas market experienced a double-digit decline, primarily due to the poor performance of Drunk Elephant and NARS brands, with a core operating profit loss of 11.6 billion yen (approximately 0.52 billion RMB) [17] - The Chinese and travel retail business saw a 4.3% decline in net sales for the year, despite a 4.2% growth in Q4 [20][21] - Japan's net sales showed a slight increase of 0.4%, driven by new product launches, but were impacted by reduced inbound consumption from Chinese tourists [20] Brand Performance - Among Shiseido's eight core brands, four showed growth while three declined, with ELIXIR and Issey Miyake fragrances experiencing drops of 2% and 10%, respectively [9][11] - The Next 5 brands, including ELIXIR and Narciso Rodriguez, saw net sales growth of 9% and 5%, while Drunk Elephant faced a drastic decline [11][16] Strategic Changes - Shiseido is undergoing significant organizational changes, including restructuring and voluntary retirement plans, with related expenses of 3.1 billion yen (approximately 0.14 billion RMB) [26] - The company aims to achieve a core operating profit margin of 7% as part of its 2025-2026 action plan, while also focusing on improving capital efficiency and cash generation capabilities [28]

Core Viewpoint - The recent departure of two co-founders from xAI, Yuhuai (Tony) Wu and Jimmy Ba, has raised concerns about the company's future and the potential difficulties in developing its Grok model [1][7][11]. Group 1: Departures and Reactions - Yuhuai (Tony) Wu expressed gratitude for his time at xAI and hinted at new opportunities ahead, emphasizing the potential of AI to redefine productivity [3][39]. - Jimmy Ba, known for his contributions to deep learning, also reflected on his time at xAI and mentioned a new direction involving recursive self-improvement cycles for AI models [6][11]. - The departures have sparked speculation among the public and industry insiders regarding the challenges xAI may be facing, particularly with the Grok model being behind schedule [7][11]. Group 2: Background of Co-founders - Yuhuai (Tony) Wu was a key member of the technical and research team at xAI, previously working at Google and contributing to significant AI research [8]. - Jimmy Ba, a prominent figure in deep learning, was responsible for optimizing the Grok model and had a direct reporting line to Elon Musk [10]. - The departures of Wu and Ba are part of a larger trend, with five co-founders leaving xAI in the past year, raising questions about the company's internal dynamics [11][14]. Group 3: Company Culture and Management - Elon Musk's management style at xAI is characterized by high expectations for productivity and a culture of extreme commitment, which has been both praised and criticized [40][45]. - The intense work environment has led to discussions about employee well-being and the sustainability of such a high-pressure culture [45][48]. - Musk's approach emphasizes rapid execution and innovation, which may contribute to high turnover rates among staff [45][48].

后空翻、跳舞、拳击、一脚踢碎西瓜……过去一年，这些充满视觉冲击力的机器人动作片段不断刷屏。行业为之振奋，资本加速涌入，公众的期待值也升 至高点：成熟的机器人产品，似乎已从实验室快步走向现实。 而在被称为机器人"学校"的数据训练中心里，场面却安静得多：数据采集员手持操作设备，引导身边的机器人完成一些看似简单的任务，比如抓起桌上的 零件，放入工具箱，再合上盖子，动作缓慢，偶尔停顿。 这只是"学习"的第一步。机器人每完成一组动作，就会生成一条结构化的数据。将这些数据投喂给大模型进行训练，且数据量要足够大，才有可能让机器 人拥有"大脑"，从而脱离被动的编程控制，迈向主动的理解与决策。用业内人士的话来说，这将是"猴子和人的区别"。 这套"数据+算力+算法"的逻辑我们并不陌生，以ChatGPT、deepseek为代表，席卷全球的大语言模型已经验证了其可行性，并建设了相对成熟的算力资源 和算法体系。但机器人面对的挑战在于，这次的智能从数字世界来到了物理世界，数据成为了最高的壁垒。 大语言模型所使用的语言、图像等数据，本质上存在于二维数字世界，易获取、可复制；而机器人面对的三维物理世界，是一个高维、连续、多模态的时 空流，包 ...

对于大多数人而言，立春意味着冰雪的消融与解冻，而对于冬泳爱好者来说，立春也是一个冬泳季的正式结束。 在冬泳者的江湖里，季节的更迭由水温定义。更严苛的爱好者认为，唯有兼顾低温与节气这两点，才算真正意义上的冬泳 。目前，全国已有300家单位注 册成为中国冬泳委员会团体会员，覆盖27个省份、140多个城市。参与者普遍认为常年坚持这一运动的人数已超过 20万。 「图片来自网络」 义务指导与"自来熟"的江湖 由于"野泳"没有竞争压力，泳友间常有"自来熟"的情谊 。 冬泳圈有着一种近乎原始的"自来熟"和互助逻辑 。小孙曾是一个连水都不敢下的"旱鸭子"，直到他遇见了那群平均年龄在50-70岁之间的前辈。他们不仅 帮他纠正姿势，还潜入水中教他闭气，这种"长辈对晚辈的关爱"给了他安全感，让他自然地完成了从普通户外游泳到冬泳的过渡 。 这种情谊在南方沿海也同样存在。今年是老张冬泳的第七年，他和几位同好都是游泳发烧友，基本每天都会下水。冬泳对他们来说，不是刻意为之，只是 习惯的延续。"这个季节水温凉了些，但还是要游的，就像人不会因为冬天就不吃饭一样。"老张说。 然而，进入这个江湖并非没有门槛。有的协会要求申请者在水库里往返游完30 ...

Group 1 - Jimmy Ba, co-founder of xAI, has left the company, stating it is time to recalibrate his perspective on the future, particularly highlighting the significance of the year 2026 [1] - Ba expressed gratitude towards Elon Musk and emphasized his commitment to maintaining a close relationship with the company as a friend [1] - Ba's departure follows a restructuring at xAI, where many of his core responsibilities were transferred to fellow co-founders Tony Wu and Guodong Zhang [2] Group 2 - Tony Wu also announced his departure from xAI, expressing nostalgia and gratitude towards the team and Musk for their trust in the mission [2] - Wu was a key figure in mathematical reasoning and symbolic AI at xAI, having previously worked at Google and OpenAI, and was responsible for the development of the Grok model's reasoning capabilities [3] - The company has experienced significant talent loss, with six out of twelve co-founders having left, five of whom departed within the past year [3] Group 3 - xAI recently completed a $20 billion funding round, with a post-money valuation exceeding $230 billion, attracting major tech investors like Nvidia and Cisco [4] - SpaceX completed a stock-for-stock acquisition of xAI, resulting in a combined valuation of $1.25 trillion, making it the highest-valued private company globally [4] - xAI faces regulatory challenges, particularly concerning compliance issues related to its Grok model, which has generated controversial content leading to temporary bans in several countries [4]

Group 1: Core Insights - The consumer sector is experiencing a revival in 2025, with significant activity in the IPO space, particularly in the consumer IP domain, highlighted by companies like TOPTOY and 52TOYS [1][2] - The market is witnessing a structural shift from material consumption to cultural consumption, with a focus on emotional value and original IP creation [3][4] - AI is becoming a pivotal element in reshaping consumer experiences, with companies like Luobo Intelligent achieving rapid sales through innovative AI products [1][17] Group 2: Consumer IP - 2025 is marked as a breakthrough year for consumer IP, with Bubble Mart's market value surpassing 400 billion, inspiring other toy companies [3] - The trend is shifting towards original design as the core driver of growth in the toy industry, moving away from reliance on licensing and imitation [5][6] - Emotional demand is driving the need for personalized and diverse product offerings, particularly in the male consumer market [6] Group 3: Offline Channels - The offline retail landscape is undergoing significant transformation, with traditional supermarkets like Yonghui adopting "fat reduction" strategies and new players like Hema and Meituan entering the market [9][10] - The competition in offline retail is evolving from a focus on individual product strength to comprehensive operational capabilities, emphasizing long-term strategies [11][13] - Community-based retail is expected to become a core battleground in the new retail landscape, with a focus on private labels and direct sourcing [13][15] Group 4: Consumer + AI - 2025 is recognized as the "year of AI in consumption," with a convergence of technology maturity, user acceptance, and commercial imagination pointing towards a potential explosion in AI-driven products [17] - AI products are expected to diversify in 2026, focusing on creating natural and emotionally connected experiences for consumers [18][19] - The gaming sector is anticipated to see significant growth, with AI playing a crucial role in the development of immersive experiences [21] Group 5: Consumer Brands - The competition among consumer brands is shifting towards depth in consumer engagement rather than breadth of reach, with a focus on tangible product innovation [22] - New retail channels, such as instant retail and community supermarkets, are emerging as key growth areas, necessitating brands to adapt their product offerings accordingly [23][24] - The high-end market is evolving, with consumers seeking richer emotional and cultural values from products, pushing brands to innovate in their offerings [25][26][27]

2026年情人节马上到来，给自己心仪的女朋友送什么礼物往往是很多男生最头痛的事。如果不知道送什么，化妆品肯 定是最贴心的选择，毕竟每一位女性都需要美丽加持，所以情人节也是各大美妆品牌抢夺市场的最佳时机。 近期法国著名奢侈品牌YSL圣罗兰美妆（以下简称YSL）推出了"粉星辰"情人节系列限定礼盒供广大消费者选择。与此 同时，摘星屋限时快闪店也接连在全国各大城市亮相，粉色梦幻星光闪闪的装饰风格令人印象深刻。 新年当有"新"气象，这一波浪漫营销深得人心，自然会让销量节节攀升，帮助YSL实现开门红。不过如今国内美妆越发 内卷，作为海外大牌的YSL正在承受着不小的压力。当毛戈平、花西子等国产品牌开始打造高端美妆"中国样本"，YSL 又该何去何从呢？ 好业绩掩盖不住焦虑 在2025年第三季度财报电话会议上，欧莱雅首席执行官叶鸿慕向外界透露，旗下YSL的销售额已经逼近30亿欧元，跻 身全球奢侈美妆前五强，与迪奥、香奈儿、雅诗兰黛位居同一阵营。 具体到中国市场，尽管欧莱雅在大众化妆品领域表现不佳，但在高端赛道保持着强劲势头。据第三方数据平台统计， 2025年YSL在天猫、京东、抖音等主流电商销售额累计超过40亿元，远超其他品牌 ...