关于黄金和铜，黄金我自己不是很想忍受国庆节的不确定性，这年代持仓过节就等于没有过节。铜倒是 一个很烦的事情，它在一个旺季之前遇到了一个事件驱动，让逢低买的耐心问题变成了要不要追高的问 题。但对于拿着铜矿股的朋友来说，等于是一个意外之喜。这点可以之后再仔细讨论。 很多朋友都问过我为什么最近更关注地缘政治，我觉得每个时代都有每个时代的问题。用时代最新的工 具，解决时代最大的关注，我觉得总不会有错。所以地缘、商品、经济都是我喜欢研究的东西，但如果 说要做一番事业，那还是在政治和地缘上，比在商品和经济上上限更高。 一 祭祀，是内部的利益分配；战争，是外部的利益分配。所以无论是对于个人，对于公司，对于国家，最 重要的两个事情，确实就是祭祀和战争。 用身边的例子帮大家理解，比方说我自己以前还在公司工作的时候，只有两个会议是我打起一百二十分 精力参加的，一个是业务例会，一个是总结会议。第一个是赚钱的，第二个是分钱的。至于什么生日 会、读书会，或者晨会，我都是能逃就逃。到今天我还是这样觉得，我觉得一个公司只有两个事情值得 开会，一个是讨论怎么赚钱，一个是讨论怎么分钱...... 显然今天我们讨论的不是该怎么上班摸鱼，在我的地 ...

Core Points - The article discusses the ongoing struggle of parents in Shanghai who secretly prepare and bring meals for their children to school due to dissatisfaction with the quality of school lunches [11][12][17] - The issue has gained public attention following incidents of food safety concerns and poor meal quality, leading to a collective outcry from parents and students [12][35][36] Group 1: Parental Experiences - Parents in Shanghai are resorting to secretly preparing meals for their children, as many schools prohibit bringing food from home [4][10] - Various strategies are employed by parents to keep the meals discreet, such as using insulated containers to maintain temperature and conceal the contents [6][8] - Students often share snacks among themselves during lunch, indicating a culture of circumventing school meal regulations [7][9] Group 2: School Meal Quality Issues - The centralized meal supply system in Shanghai has led to widespread complaints about the taste and quality of school lunches, prompting parents to take matters into their own hands [11][12] - Specific incidents, such as the discovery of spoiled shrimp in school lunches, have heightened concerns about food safety and quality [12][35] - Shanghai Green捷实业发展有限公司, the largest supplier of school meals, has faced backlash due to these quality issues, leading to investigations and public outrage [13][36] Group 3: Systemic Challenges - Parents have found it difficult to communicate their concerns to schools, often feeling that their feedback is ignored or dismissed [32][33] - The lack of competition among meal suppliers and ineffective feedback mechanisms contribute to the ongoing issues with school lunches [42] - There is a growing sentiment among parents and students that simply changing suppliers will not resolve the underlying problems with meal quality and safety [42][43]

Core Viewpoint - The event showcases a significant gathering of over 1,400 technology innovation projects and more than 100 technology companies and venture capital institutions, indicating a strong push towards commercialization of laboratory technologies in Shanghai's investment ecosystem [1] Group 1 - The event features a 1,300 square meter entrepreneurial exhibition area [1] - The presence of over 1,400 global technology innovation projects suggests a competitive environment for potential investment opportunities [1] - The initiative WeStart2025 aims to accelerate the commercialization of laboratory technologies, highlighting a focus on future technological advancements [1]

西贝这波公关真是翻车现场教学，年营收62亿的餐饮巨头，结果一顿操作猛如虎。罗永浩吐槽预制菜， 西贝不装死，老板贾国龙上阵硬刚，放狠话要起诉，还拍脑袋开放后厨......真·自曝现场。 ...

Core Viewpoint - Anker Innovations is facing significant challenges due to a large-scale recall of approximately 481,000 power banks, raising concerns about product safety and quality management [1][5][8]. Recall Events - The U.S. Consumer Product Safety Commission (CPSC) announced the recall of about 481,000 Anker power banks due to fire and burn hazards, with 33 reported incidents including 4 minor injuries and 1 severe property loss [1][5]. - Since June, Anker has recalled a total of 2.352 million power banks globally, with potential economic losses estimated between 432 million to 557 million RMB if all products are refunded [2][6][7]. Financial Impact - The recalled products include various models, with the latest recall involving models priced between 30 to 50 USD, translating to a sales impact of approximately 103 million to 171 million RMB [6][7]. - Anker's financial performance shows a significant drop in net cash flow, with a net cash flow of -1.132 billion RMB in the first half of 2025, a 234.58% decline year-on-year [9][10]. Management Changes - Recent management changes include the appointment of a new board secretary and a chief marketing officer, indicating a strategic shift in response to the recall crisis [9][11]. - The rapid turnover in key management positions reflects Anker's urgency to boost product sales and secure additional funding amid the recall situation [11]. Product Quality Concerns - The increase in fire incidents and product recalls raises serious questions about Anker's product quality and supply chain management, particularly regarding the oversight of battery suppliers [8][15]. - Anker's operational model, which emphasizes autonomy within business units, may have contributed to the oversight of quality issues, highlighting a need for improved supplier management [15][16].

一位抖音主播连续3天抽自己嘴巴3天涨粉1.5万的故事，成了某种意义上的时代传说。 赛博世界正在抽象的路上一路狂飙。 现在，如果你刷到有人在短视频平台，连续猛扇自己耳光，别着急，这大概不是被人逼迫的校园暴力，而是在起号。 它吸引着一个又一个素人粉丝争相效仿，截至目前#扇巴掌已经有2.6万人参与，获得4.6亿次观看。 因此，扇嘴巴绝不是赛博时代乍现的孤立抽象事件，如果你看到更多同质化的起号内容，就会发现它们共同的特点都是一样。 听劝改造、电子宠物（在屏幕面前刷一礼物干一事）都市流浪（如北京拆二代被父母赶出家门自强求生的）都是现在互联网常见题材，它们都被认为是受起 号攻略影响而出现的内容，门槛低到只要敢干就能立刻上路。 在这个分裂时代，起号大概是人类行为的最大公约数。 社交平台每天都有热搜，一个个KOL的发财故事，让普通人相信他们是可以被复制、模仿的路径，这就是我们时代最广泛传播的都市传说。 在流量世界闯荡，就像在玩刮刮乐，算法既不可知又神秘莫测，你得不断尝试才能碰见幸运的那一天。而自抽嘴巴就像橱窗里最便宜的那一张彩票： 对于参与者来说，抽的不是脸，而是像，获得的不是虚妄的数字，而是在数字世界抢到了一个能被看到的前 ...

日本在历史问题上，又开始"表演"了！ 最近，"731"话题热议，部分日本政客和政治团体，淡化甚至否认731部队在中国犯下的滔天罪行。 谭主想起，10年前，在哈尔滨，731部队罪证陈列馆开馆之际，一位日本学者，竟然大言不惭地抛出一句话： "我觉得中国没有关于731部队真正可靠、真实的研究材料，那些材料都在日本的图书馆和日本国立公文馆，以及美国国家档案局和国会图书馆 里。" 潜台词是什么？不管他们日本人认不认，我们中国人也没有"资格"讲述"731"的真相。 一个小小的细节，反映出一个现实——日本的历史诡辩，早已超越了否认历史细节本身，而是上升到了谁有权书写历史、谁掌握话语权的高度。 这，才是真正的战争，一场关于记忆的战争。 国际舞台上的"罗生门"：一边喊冤，一边使坏？ 近年来，日本的历史战，浓缩在一件事中：阻碍731部队遗址及相关资料的联合国申遗工作。 时至今日，相关工作仍未见实质性进展。 但讽刺的是，同一时间，日本自己却在做什么呢？ 2019年，中国推进"731"相关档案申报《世界记忆名录》。随后，日本立刻"跟进"，同样是申报广岛核爆视觉资料列入《世界记忆名录》。 731部队相关历史档案； 哈尔滨的731部队旧 ...

Group 1 - The core viewpoint is that the marketing strategy of the company "始祖鸟" (Arc'teryx) has backfired spectacularly, leading to increased visibility despite negative public backlash [1] - The incident involved a fireworks display in the Himalayas that resulted in significant criticism and controversy, which paradoxically boosted the brand's recognition [1] - The event raises questions about the effectiveness of controversial marketing tactics in enhancing brand awareness and consumer engagement [1]

Core Points - The article narrates the story of Afghan women, particularly focusing on the experiences of Hadiya Haidari, who reflects on the struggles and resilience of women in Afghanistan under oppressive regimes and traditional norms [6][16][30]. Group 1: Life in Afghanistan - Afghan women face severe restrictions, losing jobs and freedoms, and are often treated as property of men, with their primary role being childbearing [4][20][22]. - The societal pressure to bear male children is immense, with families often prioritizing sons over daughters, leading to a culture where women are seen as mere vessels for reproduction [19][30]. - Traditional practices such as polygamy are encouraged, further entrenching the subjugation of women [20][22]. Group 2: Hadiya's Personal Journey - Hadiya graduated from one of Afghanistan's best universities and initially had opportunities for a career, but her life drastically changed with the rise of the Taliban [3][52]. - After fleeing to Pakistan, Hadiya continued to write, documenting the lives of Afghan women and their struggles, which she believes resonate with the themes in Margaret Atwood's "The Handmaid's Tale" [18][16]. - Despite the challenges, Hadiya remains committed to her writing, using it as a means of resistance and a way to preserve the history of Afghan women [24][98]. Group 3: Current Situation and Future Aspirations - The current political climate in Afghanistan has led to a significant regression in women's rights, with many being forced into early marriages and denied education [59][55]. - Hadiya's family, like many others, faces uncertainty and fear of deportation as Afghan refugees in Pakistan, yet they continue to hope for a better future [14][66]. - Hadiya has begun a new chapter in her life by securing a job as a journalist in Pakistan and is in the process of applying for refugee status in Canada, where she hopes to continue her education and writing [64][95][99].

Core Viewpoint - Pinduoduo is a highly controversial Chinese stock with strong performance metrics, yet faces significant competition from Temu, which has rapidly gained market share in a short time [2][5][11] Group 1: Financial Performance - Pinduoduo's domestic main site revenue and profits have been consistently increasing, with a price-to-earnings ratio remaining around 8-10 times despite strong cash flow [2][5] - The company has substantial cash reserves, allowing it to potentially buy back its own shares [2] Group 2: Competitive Landscape - Temu has surpassed established competitors like Shein in gross merchandise volume (GMV) within a year, prompting even Amazon to adopt a defensive stance [2] - The market perception of Pinduoduo is polarized, with some investors heavily backing it while others express dissatisfaction with its market performance [2][5] Group 3: Supply Chain and Logistics - Temu operates a fully managed supply chain, with logistics and air transport handled by Pinduoduo, utilizing major airports in Southern China for international shipping [6][7] - A recent increase in freight rates indicates that Temu's demand for logistics has significantly impacted the supply chain, suggesting robust growth in its operations [7] Group 4: Market Positioning - Pinduoduo's core competitive advantage lies in matching China's vast, undifferentiated low-end production capacity with the lower-tier market [11][17] - The company plays a crucial role in sustaining cash flow for low-end manufacturers, which rely on Pinduoduo's orders to maintain operations [12][14] Group 5: Future Outlook - The ongoing success of Temu is expected to enhance Pinduoduo's bargaining power with suppliers, potentially increasing its take rate [15][18] - The long-term overcapacity in Chinese production suggests that Pinduoduo's ability to provide substantial orders will remain critical for its business model [18]