2026 年的春节，注定是字节跳动的 AI 秀场。 2 月 10 日，字节旗下豆包正式官宣 "豆包过年" 新春活动，活动期间将为用户发放新春红包。此外，除 夕夜的中央广播电视总台 2026 年春晚期间，豆包还将为全国观众送出超过 10 万份接入豆包大模型的科 技好礼，以及现金红包。 据介绍，今年的豆包新春活动分为两个阶段。第一阶段将于2月13日20点正式启动，用户可进入豆包 App新春活动页面，体验AI生成拜年祝福等AI过年玩法，即可参与抽奖赢取红包，中奖后可提现。 2月16日除夕夜，豆包将在中央广播电视总台春晚期间，配合直播互动，开启第二阶段红包及科技礼包 抽奖。当晚，用户将有三轮机会赢取最高8888元的现金红包或接入豆包大模型的智能科技好礼。 据了解，此次豆包送出的"科技礼包"囊括17款热门产品，包括宇树机器人、拓竹3D打印机、大疆无人 机等前沿科技产品，也有极米投影仪、苏泊尔电饭煲等智能消费品，同时，科技好礼中还涵盖上汽奥迪 E5 Sportback和奔驰CLA两款电车使用权。 值得注意的是，此次所有科技奖品均由火山引擎深度融合豆包大模型能力，实现 AI 技术的实体化赋 能。其中，宇树机器人的拟人音色与 ...

Core Insights - The "Chinese solution" is positioned to lead in the AI industrialization era due to a long-term approach [2][5] - 2025 is seen as a pivotal year for large models, shifting from mere technical exploration to practical commercial applications [3][4] - Chinese large models are moving from a focus on parameters to industry-centric solutions, demonstrating resilience against computational restrictions [4] Market Adaptation - The market's adaptability has significantly compressed the iteration cycle of models from years to months or even weeks, creating an opportunity for China to "overtake" in AI [3] - Major companies like OpenAI and Google are pivoting towards cost-effective reasoning models for enterprise markets [3] Industrialization Trends - Large models are becoming "super supporting roles" in various industries, particularly in smart driving, where they operate behind the scenes [7] - Chinese automakers, supported by companies like Alibaba Cloud, are rapidly implementing AI in vehicles, achieving impressive speeds in smartization [9] Technological Advancements - Xiaopeng Motors has built a 10 EFLOPS AI computing cluster, enabling rapid iteration cycles of about five days [9] - The integration of large models into manufacturing processes is evident, with companies like Sany Heavy Industry utilizing AI agents across their operations [10] Efficiency and Cost-Effectiveness - The focus has shifted from merely achieving high scores in benchmarks to ensuring that technology is practical and cost-effective for businesses [14] - The emphasis on return on investment (ROI) for computational power is driving the evolution of AI in China, prioritizing efficiency over sheer intelligence [14] Open Source Ecosystem - The open-source strategy adopted by Alibaba Cloud is a key competitive advantage, allowing for rapid iteration and ecosystem development [22][25] - The Qwen architecture is emerging as a de facto standard in the global AI industry, with many developers leveraging it for their applications [26][28] Global Impact - Chinese AI is set to redefine global industrial standards through practical applications and open-source collaboration, positioning itself as a leader in the upcoming industrial revolution [28]

在试水两年半之后，抖音的内容付费似乎要告一段落了。日前有爆料显示，抖音平台将对内容变现模式 进行重大调整，自2026年2月5日起正式停止付费合集的相关功能与服务，原"合集付费配置"功能全面下 线，所有已创建的付费合集将统一转为免费合集，用户无需购买即可正常观看。 具体来说，就是抖音或将彻底关闭付费合集的变现经营能力，已购买相关付费合集的用户，可通过抖音 客户端下载保存对应内容，创作者也可通过合集管理功能对已转为免费的合集进行删除等操作。针对因 功能调整导致的用户退款需求，据称抖音方面明确相关退款将由平台全额承担，以保障付费用户的权益 不受损失。 在关闭付费合集的同时，抖音也为创作者提供了替代选项。据悉，抖音将同步推出合集升级计划，以投 稿数量、内容质量、播放效果等多维度数据为核心评估指标，定向为优质创作者提供创作激励，来替代 原有的付费分成模式，引导创作者转向基于内容流量与平台补贴的变现路径。 简而言之，兜兜转转一圈后，抖音创作者的内容变现路径又回到了单一的流量模式。那么问题就来了， 抖音探索付费短视频为何短短两年半时间就终止了呢？其实要想回答这个问题，先得来看看抖音当初开 放短视频付费的缘由。 此前在202 ...

在2026年的农历新年，观众迎来了一个前所未有的悠长假期。从2月15日（腊月二十八）至23日（正月初七），整整九天的法定休息时间，制造了一个"史 上最长春节档"。按理说，与往年常规的七天假期相比，这多出的两天，本应是中国电影市场一场不容错过的增长契机。 然而，假期扩容并未显著作用于档期时钟上。尽管全民假期提前开始，但重磅新片《飞驰人生3》《惊蛰无声》《镖人：风起大漠》《熊猫计划之部落奇 遇记》《星河入梦》《熊出没·年年有熊》无一例外，仍将首映日牢牢锁定在2月17日（大年初一）。 这意味着，从消费端看是九天的"黄金周"，从电影内容的供给端来看，仍是寸土寸金的传统"七天之争"。腊月二十八和二十九这两天已被释放的、巨大的 休闲娱乐需求，在影院里却面临新片真空，只能由上映已久的旧片填充。 抛开档期的错配，仅从片单本身看，春节档看起来还是热闹不减的。灯塔专业版显示，从预售和想看数据来看，《惊蛰无声》《飞驰人生3》《镖人：风 起大漠》构成头部主力阵营，《熊出没·年年有熊》《星河入梦》及《熊猫计划之部落奇遇记》则各守类型基本盘——与往年的"一超多强"格局不同，今 年则是类型多元、看似各具卖相的"多雄"战 场。 截至毒眸发稿 ...

大疆Pocket，近几年火爆全网的一款手持云台相机。 相比手机，它自带机械防抖，走路、运动拍视频也不晃；收音更干净，可外接麦克风，能过滤环境杂音；长时间拍视频不发热、不卡顿。 对比普通相机，它极致便携，巴掌大能装进口袋；自带防抖，不用额外花钱买稳定器；操作简单零门槛，新手一键就能开拍。 如今，很多网红博主外出拍视频，都用一台大疆Pocket 3搞定。 Pocket 3非常优秀，但对普通人来说，三千左右的价格，有那么一点压力。加上官方配件，售价都快赶上一台旗舰手机。 面对这种情况，OPPO、vivo和荣耀出手了。 各种消息显示，几家手机大厂，都在布局类似Pocket的手持云台相机项目，预计今年就能看到相关产品发布。 一位业内人士对科技每日推送表示，手机厂商在供应链整合、成本控制、影像算法、和手机的生态联动，以及消费级渠道等方面，都有一些优势；但要让 市场认可，则有一定的难度。 可以肯定的是，它们入局后，未来手持云台相机市场，价格会更加实惠。 OPPO这边同样很重视"Pocket项目"，由首席产品官刘作虎亲自带队，组建了高规格的研发团队。 试图将手机影像领域积累的算力芯片、光感芯片等技术优势，迁移到该项目中。 手 ...

Core Insights - The next-generation flagship model GLM-5 is set to be released, featuring a total parameter count of 745 billion, which is double that of its predecessor GLM-4.7 [2][4] - The model architecture has been confirmed through GitHub code submissions, revealing that GLM-5 utilizes the DeepSeek-V3/V3.2 architecture, incorporating sparse attention mechanisms and multi-token prediction [2][4] Model Architecture - GLM-5 employs DeepSeek Sparse Attention (DSA) to enhance long text processing efficiency while maintaining output quality, utilizing a two-phase process to evaluate token relevance [5] - The model consists of 78 hidden layers and follows a mixture of experts (MoE) architecture with 256 experts, activating 8 experts per inference, resulting in approximately 44 billion active parameters [5][6] - The context window supports up to 202,000 tokens, indicating a significant increase in capacity compared to previous models [5] Market Impact - The emergence of an anonymous model named "Pony Alpha" on the OpenRouter platform has led to speculation that it is a test version of GLM-5, causing a 60% surge in the stock price of Zhizhu AI over two days [2][4][11] - The timing of Pony Alpha's release aligns with predictions from Zhizhu's chief scientist regarding GLM-5's launch window, which is expected around mid-February 2026 [11][15] Community Response - The developer community has shown significant interest in Pony Alpha, noting its strong programming capabilities and performance in complex reasoning tasks, leading to discussions about its origins [9][11] - Concerns have been raised regarding the potential lack of multimodal capabilities in GLM-5, as the DeepSeek-V3 architecture primarily focuses on text [7]

Core Viewpoint - The collaboration between Kangtai Biological and AstraZeneca has ended, reflecting the significant challenges and structural issues facing the vaccine industry in China, particularly in light of changing market conditions and increased investment risks [1][2]. Group 1: Collaboration and Market Changes - Kangtai Biological and AstraZeneca established a strategic partnership in March 2025, with a total investment of approximately $400 million, each holding a 50% stake in a joint venture [1]. - On February 6, 2026, Kangtai announced the termination of its collaboration with AstraZeneca due to drastic changes in the market environment and significant downward pressure on the vaccine industry [1]. Group 2: Industry Performance and Financial Struggles - The year 2025 marked a downturn for the Chinese vaccine industry, with major players facing significant financial pressure; Kangtai's net profit is projected to decline by 63.8% to 75.7%, amounting to only 49 million to 73 million yuan [2]. - Zhifei Biological, once a leading company, is expected to report a net loss of 10.698 billion to 13.726 billion yuan for the first time since its listing, far exceeding market expectations [2]. - Watson Bio's revenue is projected to be around 2.4 billion yuan, a 14% decline year-on-year, with net profit dropping by 9% to 22% [2]. Group 3: Clinical Trials and Financial Issues - Kanglao Health has faced severe financial issues, leading to the suspension of clinical trials for its HPV vaccines due to overdue payments and funding shortages [3]. - The company has previously defaulted on a bank loan of 15.21 million yuan, resulting in account freezes, highlighting ongoing financial instability [3]. Group 4: Market Demand and Competitive Pressure - Kangtai's declining performance is attributed to changes in the immunization schedule for the DTP vaccine, which negatively impacted the uptake of its four-component vaccine [4][5]. - The HPV vaccine market has seen a decrease in demand due to economic cycles and increased competition, leading to price wars among numerous entrants [6]. Group 5: Industry Challenges and Future Outlook - The vaccine industry is currently facing significant internal competition and structural challenges following a period of rapid expansion [7]. - The historical weaknesses in China's vaccine industry have led to a situation where many companies are now struggling to maintain profitability amidst increased competition and changing market dynamics [8].

在新能源汽车渗透率持续攀升、智能化竞争加速演进的当下，汽车测试已不再是传统意义上的性能验证环节，而是成为贯穿研发、生产、应用全生命周期 的"质量生命线"与"创新催化剂"。 随着汽车产业从"机械制造"向"智能移动空间"加速转型，一场围绕汽车试验场的"军备竞赛"正在中国车企间悄然展开。 近日，长城汽车首次开放全新试验室探访，对外披露了重金投入建成的智能交互试验室、环境风洞试验室等一系列汽车测试设施。 其中，智能交互试验室是长城试验体系新建设的亮点之一。该试验室于2021年启动，2022年正式投用，总投资超过1200万元。 智能交互试验室 具备VR交互体验、HMI原型台架体验、实车模拟驾驶及人因客观评价等全链路验证能力，可以进行VR虚拟驾驶体验、车机界面原型测试、实车模拟体验 等，主要用于汽车智能交互体验的提前测试与优化。 通过虚拟仿真技术，在投入实车制造前，长城便可以通过该试验室，提前对智能座舱、多模交互、场景化服务等功能进行高还原度的测试，降低了相关功能 在实车阶段的试错成本。 负责该试验室建设的工程师告诉36氪，试验室台架中，车机部分采用自研H5框架，3个工作日即可生成新功能界面。"车机团队开发完新页面就可以 ...

Core Insights - The lightning warehouse industry is not a high-profit sector and requires careful management rather than blind entry [1][8][19] - The illusion created by subsidies has led many to mistakenly believe that lightning warehouses have low entry barriers and are easy to profit from [2][4] - The industry is undergoing a selection phase where only those with strong operational capabilities will survive [10][19] Industry Dynamics - The rapid increase in lightning warehouses during the subsidy period has not led to industry prosperity but has intensified competition, elongating the return cycle and increasing product homogeneity [2][10] - The reliance on subsidy-driven order volumes has distorted the perception of operational capability, leading to a misjudgment of business fundamentals [5][6][7] - As subsidies fade, businesses lacking foundational skills will struggle, revealing their weaknesses as order volumes increase [7][11] Business Model and Strategy - Lightning warehouses are characterized as a "hard business" that requires meticulous management and operational excellence [8][11] - The future of the industry will depend on the ability to create a robust supply chain and product offerings that meet diverse consumer needs [15][17] - Service quality and customer experience will become critical differentiators as supply becomes less scarce [16][17] Market Outlook - The instant retail market is projected to grow significantly, with estimates suggesting it will exceed 1 trillion yuan by 2026 and reach 2 trillion yuan by 2030 [12] - The differentiation in supply capabilities will become increasingly clear, with successful operators focusing on building systematic capabilities [14][19] - The industry is expected to mature, with weaker players being eliminated, leading to a focus on operational excellence and sustainable business practices [19][20]

01 上周末，一位汕头读者小郑跟我讲了他今年春节的计划，他买了张去土耳其的机票，单程、单人。 "不是不想在家过年，是怕自己撑不住。" "前几年春节我都是跑国外躲着，今年我想忍忍，陪他们过年，哪怕被念叨两句也算了。" 其实一开始小郑是打算今年陪爸妈过年的，但让他没想到的是，周末一顿普通的家庭聚餐，又把自己逼 到了破防边缘。 "你也老大不小了。" "差不多就行了，别挑了。" "隔壁谁谁谁孩子都打酱油了......" 餐桌上没有家长里短的寒暄，话题像精准制导一样，很快落在了小郑的人生大事上。 他试图转移话题，也试图解释，但越解释，话题越被放大，最后演变成了一场"不结婚就不要回家"的逼 婚宴。 "那种逼婚，对我来说就是精神折磨。" "我们吵得很凶，我把委屈、愤怒、无奈全吼了出来。"小郑最后没忍住跟父母吵了一场，争吵之后，是 长时间的沉默。 离开饭桌之前，他嘴上服软了，答应过年回家相亲，但回到广州，他转头就买了春节出国的机票。 "春节十几天在家，我真的怕自己会崩溃。"他说最难受的不是吵架，而是看到父母沉默的眼神。那种失 落、心疼、又无奈的表情，比任何指责都刺痛。 "他们只是想我有个家，但婚姻是我自己的人生，我不想为了完 ...