不仅止住了下滑颓势，营收交付更双双创下新高。但如此靓丽的财报发布后，马斯克却还是不想说电动 车。他敦促投资者看得远一点，更多关注自动驾驶以及人形机器人这两大未来业务，因为这才是特斯拉 的未来。 营收交付创下新高 好消息，特斯拉终于停止了业绩下滑的步伐，而且上季度营收和交付创下了历史新高。坏消息，特斯拉 不太可能延续这种透支未来的增长，而且利润暴跌了近四成。 特斯拉昨天盘后公布了第三季度财报。如市场预期一样，特斯拉止住了过去几个季度的营收和交付下滑 的颓势，甚至交出了一份比市场预期更为靓丽的财报。 当季营收同比增长12%，达到281亿美元，超过分析师预期的264亿美元。当季交付量同比增长7.4%，达 到49.7万辆。其中，Model 3和Y销量高达48.1万辆，占比达到98%。 与此同时，特斯拉第三季度运营现金流为62亿美元，自由现金流接近40亿美元，同样创下历史新高。季 度末的现金及现金等价物达到416亿美元，显示出强劲的财务韧性。 然而，这样靓丽的财报，却没有继续推高特斯拉股价，该股盘后下滑了3.2%。这是因为特斯拉第三季 度财报，除了营收与交付创下新高之外，还包括了诸多令人担忧的因素。 亮眼的营收数据掩盖 ...

Core Viewpoint - The article discusses the launch of Vidu Q2 by Shengshu Technology, which aims to compete with the global AI video leader Sora2, showcasing innovative features and unique applications [1] Group 1 - Vidu Q2 introduces creative concepts such as "Cao Pi drinking cola," "Genghis Khan delivering packages," and "Liu Bei in departmental meetings," which are seen as comparable to Sora2's abstract gameplay [1]

Core Viewpoint - The rental market in Hangzhou, particularly for influencers and content creators, has significantly cooled down since its peak, leading to increased vacancies and a shift in demand towards lower-tier cities [4][5][8]. Group 1: Market Dynamics - In 2019, rental properties in Hangzhou were in high demand, with tenants willing to pay more to secure a viewing [2]. - By 2025, the market has drastically changed, with properties remaining vacant for weeks despite aggressive marketing efforts [2][3]. - Landlords are now offering incentives such as rent-free months and flexible payment options to attract tenants [3]. Group 2: Influencer Migration - Many influencers who initially flocked to Hangzhou for opportunities are now relocating to cities like Chengdu and Changsha due to a slowdown in the live-streaming and short video industry [5][8]. - The influx of influencers had previously bolstered the rental market, but as their business prospects dimmed, many have chosen to leave [4][7]. Group 3: Changing Tenant Preferences - Influencers remaining in Hangzhou are becoming more price-sensitive, often requesting lower rents due to unstable incomes [10][13]. - The demand for specialized rental properties designed for influencers has decreased, as many are now seeking more affordable options [11][12]. Group 4: Industry Challenges - The average monthly salary for mid-tier influencers has dropped by 30% year-on-year, reflecting broader industry challenges [13]. - The once-thriving influencer market in Hangzhou is now characterized by uncertainty, with many influencers reconsidering their long-term commitments [14][29]. Group 5: Real Estate Adaptations - Real estate developers in Hangzhou had previously catered to the influencer market by creating luxury rental properties, but the demand for such accommodations is waning [21][22]. - The market is witnessing a shift towards more practical and cost-effective housing solutions as the influencer bubble bursts [23][27].

Core Insights - The automotive industry is rapidly advancing towards solid-state batteries, which are seen as the next generation of energy storage technology, especially as traditional lithium-ion batteries approach their performance limits [1][4]. Industry Trends - By the end of 2024, solid-state batteries are expected to be a key trend in China's electric vehicle industry, with significant investments from automakers and battery manufacturers [2][4]. - Major companies like CATL, Guoxuan High-Tech, and others are actively developing solid-state battery technologies, with CATL focusing on sulfide routes and expanding its R&D team [2][9]. Technological Developments - Recent breakthroughs in solid-state battery technology have led to significant improvements in performance, such as the potential for over 1000 km range with lighter batteries [3][17]. - The industry anticipates that solid-state batteries will begin to be installed in vehicles by 2027, with mass production expected by 2030 [4][11]. Competitive Landscape - A variety of companies, including traditional automakers like Changan and Geely, are entering the solid-state battery space, each pursuing different technological routes [10][12]. - International players like Toyota and Samsung SDI are also making strides, with plans for mass production of solid-state batteries by 2027 [13]. Challenges and Barriers - Despite the promising outlook, solid-state batteries face challenges such as high production costs, which are currently 5 to 10 times higher than traditional lithium-ion batteries [20][21]. - Technical hurdles include the need for high-pressure environments for solid-state cells, which complicates their commercial viability [23][24]. Market Dynamics - The rapid increase in patent applications for solid-state batteries in China indicates a growing interest and investment in this technology, outpacing Japan by three times [14]. - The cost of solid-state batteries poses a significant barrier, with estimates suggesting that the cost of a solid-state battery pack could exceed 400,000 yuan compared to 40,000 to 44,000 yuan for traditional batteries [20][22].

Core Insights - The article discusses Liu Yan's perspective on the evolving landscape of AI and his entrepreneurial journey, emphasizing the importance of "AI native" organizations that leverage AI as a core component of their existence rather than as an add-on [2][21][56] Group 1: Liu Yan's Background and Experience - Liu Yan is recognized as a pivotal figure in China's tech evolution, having facilitated the IPOs of early internet companies like Sina and NetEase [2][19] - He has a history of entrepreneurship, including founding China's first broadband company and a profitable video-sharing platform, which showcases his adaptability and foresight in the tech industry [2][17] - Liu Yan's ventures have often been characterized by a willingness to pivot, as seen in his transition from video sharing to live streaming and virtual idols [17][52] Group 2: AI Native Concept - Liu Yan defines "AI native" as organizations that cannot exist without AI, contrasting it with the "Internet+" model, which merely integrates AI into existing frameworks [21][56] - He believes that the future of AI will heavily rely on "prompt engineering," which involves crafting effective prompts to maximize the potential of AI models [11][14] - The article highlights Liu Yan's new venture, the "Forty-Three Group," which focuses on developing products centered around prompt engineering, indicating a shift in how AI capabilities are harnessed [11][29] Group 3: The Importance of Prompt Engineering - Liu Yan argues that prompt engineering could become a more significant field than algorithm engineering, predicting a demand for 50 million prompt engineers compared to 1 million algorithm engineers [14][28] - He emphasizes that effective prompt engineering can significantly enhance the output quality of AI models, addressing the gap between user needs and AI responses [14][28] - The article outlines the four engines of the Forty-Three Group: self-research and incubation, training prompt engineers, consulting services, and investment in young talent [13][30] Group 4: Current Projects and Future Directions - The "Mountain Top Biography" application is highlighted as a key project, designed to autonomously generate comprehensive biographies through user interaction [15][31] - Liu Yan expresses a commitment to continuous improvement of AI applications, aiming to enhance user experience and output quality [34][35] - The article concludes with Liu Yan's vision for the future of AI and entrepreneurship, emphasizing the need for organizations to remain agile and responsive to technological advancements [56][60]

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本文来自微信公众号：今心与禾火，作者：今心与禾火，题图来自：作者供图 这篇小记，写在生孩子到底有多痛之后，不知是因为初为人母的忙乱，还是分娩后的痛楚太过拉扯，一直躺在草稿箱里忘记发出来。如今翻开，一笔笔账 单依然清晰，也是一个新生命初临人世的"入场券"。 怀孕3个月 生孩子的花钱周期，指四月从初次查HCG确认怀孕，至十二月生产完出院，一共8个月零18天。个人记录，不具有普遍意义。 整个孕期，我前后去过三家医院。 最初的症状是小腹持续疼痛了一周左右，类似大姨妈来临前那种闷闷的胀痛，不知出于什么心理，我翻出试纸测了测，随后丢在一旁继续洗漱去了。忙完 想起来再看，试纸上多了一道淡淡的粉红印记，喊家属来看，他也不明所以。我拍照发给两位已经生育的朋友，她们都肯定地告诉我是怀孕了，建议我第 二天早晨再测试一次。 第二天，那道印记果然变得更清晰，带着些许不可思议和不明就里的情绪，我在上班午休的间隙去公司附近的医院抽了血，两个小时后结果出来， HCG304mIU/mL（大于5代表怀孕），检查的医生推测，大概才两周。 | 长江医院检验科检验报告单 | 标本号: 6 | | | | | | | | | --- | --- | - ...

Core Insights - The article discusses the paradox of increasing online connections versus a decline in meaningful friendships in real life, highlighting a significant shift in social dynamics over recent decades [5][11]. Group 1: Social Media and Friendships - WeChat has 780 million daily users accessing Moments, with 120 million users posting, indicating stable engagement levels [1]. - Despite the large number of online friends, the actual number of close friends remains low, with studies showing an average of 2.5 best friends in China [4][5]. Group 2: Changing Nature of Relationships - The concept of "Dunbar's number" suggests a limit of 150 close relationships, but this may not apply in the context of modern social media, where superficial connections can be easily maintained [3][6]. - Surveys indicate that many young people struggle to make new friends, particularly in lower-tier cities, with nearly 60% having fewer than two close friends [4]. Group 3: Urbanization and Social Dynamics - Urbanization and population mobility have led to a decline in traditional social structures, making it harder to maintain deep friendships [7][8]. - Increased work pressures and a culture of "involution" have reduced the time available for non-utilitarian social interactions, contributing to the decline of meaningful relationships [8]. Group 4: Trust and Social Connections - A significant decline in interpersonal trust has been observed, with 64% of adults feeling that trust among people is diminishing [10]. - The modern environment fosters anxiety and uncertainty, leading individuals to limit their social circles to a few trusted relationships to mitigate risks [10][11].

Group 1 - The article highlights a shift in perception towards gold, which is now being viewed more favorably by a specific group willing to pay a premium for it [1]

Core Insights - The article traces the historical significance of soybeans in China, highlighting their journey from being a prized agricultural product to a key player in global trade dynamics. Group 1: Historical Context - In 1873, China showcased silk, porcelain, and soybeans at the Vienna World Exposition, marking the beginning of its international recognition [1] - Soybeans were referred to as a "heavenly gift" by European botanists during a time of recovery from cholera and economic depression [2] - By 1920, Northeast China's soybean production accounted for 88% of the world's total, generating significant silver revenue for the region [11] Group 2: Economic Impact - The export of soybeans became a crucial means to prevent silver outflow from the Qing Empire, leading to the rapid economic development of Northeast China [9] - The establishment of the Fenghai Railway under Zhang Zuolin aimed to break Japanese transportation monopolies, with soybeans constituting 70% of the transported goods [14] - By 2004, the number of soybean processing enterprises in China drastically reduced from thousands to just 90, with 64 of those controlled by four multinational grain companies [43] Group 3: Global Trade Dynamics - After joining the WTO in 2001, soybeans became one of the first products to be opened for trade, leading to unforeseen challenges in the market [35] - In 2018, U.S. soybean exports reached $26 billion, but faced significant tariffs due to trade tensions, causing global soybean prices to drop to a ten-year low [50][48] - By 2025, China's soybean planting area is projected to reach 16 million acres, with an annual production target of 23 million tons, indicating a shift towards self-sufficiency [59] Group 4: Future Trends - Brazil has emerged as China's largest soybean supplier, with significant shifts in local agricultural practices to focus on soybean production [62] - The article emphasizes the ongoing evolution of the soybean market, reflecting broader economic and geopolitical changes [70]