本文来自微信公众号：新周刊 （ID：new-weekly），作者：洞照，编辑：宋爽，题图来自：AI生成 在双杠上，运动天赋过人的妹妹做出高难度动作，试图吸引妈妈的注意。不远处，妈妈牵着文静的姐姐快步向前，没投来哪怕短暂一瞥，唯有简单粗暴的催 促在风中飘荡。 类似韩剧《未知的首尔》中这一幕的场景，在现实中无数次上演。 这部近期豆瓣评分最高的都市剧，在因青春成长与治愈爱情线备受好评的同时，书写了一本令无数非独生子女共鸣的"多孩家庭生存手册"。 《未知的首尔》中，双胞胎姐姐名叫刘未来，妹妹名叫刘未知。剧名暗示了故事的视角与关键地点——成年后的未知原本与首尔毫无瓜葛，因为与姐姐互换 身份，她才第一次来到这座曾经向往的大都市。顶着姐姐的名字，属于她的首尔生活徐徐开启…… （图/社交媒体平台截图） 尽管主人公的双胞胎身份较为特殊，但不可否认，编剧揭露了多孩家庭的普遍弊病：不论主观上是否注意，父母永远没法"一碗水端平"，成长环境的失衡感 给孩子造成深刻的创伤，孩子之间也会因此产生误会与隔阂。 一、不被偏爱的孩子，躲在阴影里 第七次人口普查显示，从生育孩次看，2014~2017年，我国出生人口中"二孩"占比明显上升，由201 ...

Group 1 - The core of the new trade agreement between the US and Japan focuses on several cooperation areas, including semiconductor manufacturing, natural gas, and shipbuilding [2] - Japan has committed to purchasing 75% more US rice immediately and has agreed to buy $8 billion worth of US goods, including corn, soybeans, fertilizers, biofuels, and environmentally friendly fuels for aircraft [2][3] - The agreement also includes Japan's purchase of 100 Boeing commercial aircraft, indicating a significant commitment to US manufacturing [2] Group 2 - The US has strategically targeted Japan's rice market, which is a sensitive and culturally significant area for Japan, as a means to exert pressure during negotiations [10][14] - Japan has historically protected its rice market with high tariffs and subsidies, making it a politically charged issue that the US has leveraged to gain concessions [11][23] - The US's approach marks a shift from broad trade wars to more precise pressure tactics, focusing on Japan's vulnerabilities to achieve broader strategic goals [19][22] Group 3 - The agreement is seen as a way for the US to deepen Japan's economic reliance on it, strengthen military alliances, and counter China's influence [36][47] - Japan's acceptance of the rice agreement reflects a painful compromise, balancing the need to maintain trade stability against the backdrop of internal agricultural challenges and external pressures [34][32] - The deal is expected to have significant implications for Japan's agricultural sector, including potential financial burdens on the government to support affected farmers [35] Group 4 - The US aims to use this trade agreement as a tool for broader geopolitical strategies, including shifting critical supply chains away from China and enhancing military integration with Japan [39][40] - The focus on Japan's rice market serves as a test of Japan's willingness to comply with US demands in other strategic areas, indicating a potential shift in the dynamics of US-Japan relations [41][44] - The agreement highlights the changing landscape of international trade, where cultural and political sensitivities are increasingly becoming focal points in negotiations [52][58]

Core Insights - The summer study tour market in China is experiencing a significant downturn, with industry insiders predicting 2025 to be the coldest year for this sector [3][15][40] - Parents are tightening their budgets, leading to a shift in spending habits and a decline in demand for study tours [19][22][30] Group 1: Market Conditions - Industry professionals report a drastic drop in bookings, with some hotels and travel agencies seeing no study tour groups this summer [9][11] - The ticket sales for popular attractions like the China Science and Technology Museum indicate a lack of demand compared to previous years, where tickets were hard to come by [5][7] - The trend is not limited to Beijing, as southern regions are also witnessing a decline in study tour participation [8][15] Group 2: Changing Consumer Behavior - Parents are increasingly opting for local activities instead of overseas study tours, with many choosing to stay within their provinces [12][13][22] - The focus has shifted from family-inclusive trips to individual participation, as parents seek to minimize costs [20][21] - There is a growing awareness among parents regarding the value of study programs, leading to more scrutiny of the offerings [30][31] Group 3: Safety Concerns - Safety anxieties stemming from global events have made parents and schools more cautious about sending children on study tours, particularly abroad [34][36][37] - The combined effect of parental concerns and institutional caution has led to a preference for domestic study programs [38][39] Group 4: Industry Evolution - The study tour industry is transitioning from a focus on quantity to quality, with a need for programs that genuinely enhance children's learning experiences [41][44] - Innovative offerings such as nature education and immersive experiences are likely to gain traction as traditional models falter [46][54] - The importance of effective marketing and brand presence is increasing, as parents now rely on social media for information and bookings [49][52]

今天的文章，我想跟你分享几条我一直在践行的方法。 它们都非常简单，毫不费力，只需要你对生活做出一些小小的调整，就能立竿见影地提高你工作、学习 和思考的效率。 希望今天的文章，能够为你注入动力。 一、用"有效的事情"来启动任务 你一定有过这样的经历：想要开始一项任务，但坐到电脑前，却总是随手打开了其他网页，或者刷起了 手机、看起社交媒体。一边刷，一边在心里告诉自己：先随便溜达一下，一会再做吧。 而这"一会"是多久呢？也许就在你毫不留意的时候，就过去了20分钟、30分钟…… 其实，如果观察一下自己，你也许会发现：很多时候，真正影响我们工作效率的，其实就是"如何启 动"。一旦我们启动了，进入工作状态了，往往就能持续地做下去。 这背后，其实就是大脑追求稳定的原理在作祟：我们总是不愿意改变现在的状态。当我们休息时，我们 经常不愿意启动。而当我们工作时，我们往往又忘了停下来休息。 所以，如果我们能尽可能减少启动的心理障碍和阻力，就能为每天省下大量被不知不觉消耗掉的时间。 当你准备开始工作时，不要下意识去漫无目的地闲逛，而是先打开这张清单，从里面随便找一件事情 （按照心情来就好），开始去做。 做完之后，把它划掉，然后，想休 ...

Core Points - Tesla's latest quarterly performance shows a continued decline in both revenue and net profit, bringing the company closer to its lowest point since 2012 [1][2] - Elon Musk stated that Tesla is currently undergoing a transformation period and will face several challenging quarters ahead [1][26] Financial Performance - Revenue for the quarter was $22.5 billion, a year-on-year decrease of 12%, marking the largest single-quarter decline in a decade [2] - Net profit was $1.17 billion, down 16% year-on-year [2] - Vehicle deliveries fell to 384,000 units, a 13% year-on-year decrease, marking the first time in Tesla's history that deliveries have declined for two consecutive quarters [9] - Operating profit margin dropped to 4.1%, and free cash flow was nearly exhausted, leaving only $146 million [2] Future Outlook - Musk emphasized the potential of Tesla's AI initiatives, predicting that the Robotaxi service will cover half of the U.S. population by the end of the year [3][33] - The company aims to launch the humanoid robot Optimus by the end of the year and achieve mass production next year [3][33] - Despite the ambitious goals, Tesla faces significant challenges, including delays in the cheaper Model Y and regulatory issues surrounding Full Self-Driving (FSD) [4][11] Market Environment - The policy environment has become less favorable for Tesla, with changes in electric vehicle policies and tariffs impacting financial performance [5][20] - Tesla's stock price fell over 5% after the earnings report and has dropped approximately 18% year-to-date [6][7] Sales and Production Challenges - Tesla's sales have been declining in key markets, with a 17.48% year-on-year drop in Model Y sales in China and a 21.1% decline in California [11] - The company is relying on the upcoming cheaper Model Y to boost sales, which has faced multiple delays since its announcement in 2020 [11] Other Business Segments - Tesla's energy storage business showed strong performance, with deliveries reaching 9.6 GWh, marking a new high for year-on-year growth [12] - Revenue from services and other segments increased by 17% to $3.05 billion, driven by charging services [14] Regulatory and Cost Pressures - The reduction in carbon credit sales, which accounted for a significant portion of Tesla's profits, has seen a 51% year-on-year drop, impacting overall profitability [18][19] - Tariff costs have increased by approximately $300 million, with expectations of further increases in the coming quarters [24] Strategic Initiatives - Tesla is accelerating local battery production to mitigate tariff impacts, with plans for a new lithium iron phosphate battery factory in Nevada [25] - Musk reiterated that Tesla is not just a car manufacturer but an AI company, emphasizing the importance of data from Robotaxi operations for improving FSD [34][35]

Group 1 - The core focus of the article revolves around the recent developments in the American AI sector, particularly the restructuring of Meta's AI team and the competitive landscape with Chinese open-source models [1][2][3] - Meta's AI team has undergone significant changes, with a large number of new hires and the departure of older staff, indicating a shift in strategy to improve performance in AI model development [2][3][4] - The article highlights the increasing prominence of Chinese teams in the open-source AI model space, suggesting that Meta's Llama series has fallen behind compared to its Chinese counterparts [2][3][4] Group 2 - The restructuring at Meta is seen as a necessary move to maintain competitiveness, especially as the company has ample resources but has not delivered satisfactory results in recent AI projects [3][7] - The article discusses the high proportion of Chinese talent within Meta's AI team, with at least half of the core members being of Chinese descent, reflecting the significant role of Chinese professionals in the American AI industry [4][10] - The article critiques the leadership of Alexander Wang from Scale AI, questioning the appropriateness of his background in data labeling for overseeing AI model development, which has raised concerns within the industry [8][9][10] Group 3 - The shift in focus from AGI (Artificial General Intelligence) to SSI (Superintelligence) in the AI discourse is noted, with both terms being described as vague and lacking clear definitions [22][24] - The article argues that the promises associated with AGI and SSI create unrealistic expectations for investment returns, complicating the financial viability of AI projects [24][25] - The emergence of Chinese open-source models, such as those from DeepSeek, is seen as a challenge to the traditional closed-source models from American companies, potentially destabilizing the market dynamics [25][30][31]

Core Insights - The traditional belief that "scattered tables attract customers, while private rooms generate profits" in the restaurant industry is failing, leading to operational difficulties for many establishments [3][4][13]. Group 1: Declining Business Performance - Many restaurants are experiencing a significant drop in business, with daily revenues plummeting by as much as 90% in some cases [4][6][12]. - A restaurant in Anhui that previously maintained daily revenues between 7,000 to 10,000 yuan has seen its earnings fall to between 800 and 2,000 yuan [6]. - In Chengdu, a restaurant reported a 20% year-on-year decline in overall revenue, with many local establishments experiencing a drop of over 30% [7]. Group 2: Changing Market Dynamics - The demand for private rooms has decreased, influenced by factors such as rising vacancy rates in office buildings and a slowdown in corporate expansion, which has reduced the need for business banquets [17][21]. - Vacancy rates for Grade A office buildings in Guangzhou and Shenzhen have been on the rise since Q3 2021, with Shenzhen's rate expected to reach 27.8% by 2024 [18]. - Consumer behavior is shifting, with many opting for lower-priced menu items, leading to a decrease in high-end seafood orders that were once standard in private room dining [22]. Group 3: Adaptation Strategies - In response to declining business, some restaurants are reducing staff and salaries to cut costs [10][11]. - Many establishments are abandoning the reliance on traditional business receptions and are diversifying their offerings to include events like birthday parties and afternoon teas, which are becoming significant revenue sources [29][30]. - A restaurant in Beijing successfully hosted numerous wedding and birthday events, maintaining stable income despite a decrease in average spending per customer [32][33]. Group 4: Future Outlook - The shift from business-oriented dining to family-oriented consumption is becoming a driving force in the restaurant industry, enhancing customer flow and table turnover rates [35][36]. - Despite a decline in per capita spending in private rooms, the overall revenue and profit from these rooms still exceed that of scattered tables [37].

观察者网：近期政策层和行业层面共同发力"反内卷"，引发市场广泛关注。您作为光伏从业人员，如何看待这轮反内卷？它和 之前的"去产能"和"供给侧改革"有什么本质不同？ 金鑫：在我看来，供给侧改革也好、去产能也好，对本行业本质上没什么不同。去年你们也采访过我，我当时就说"过剩"是个 必须面对的问题，只是由于当时雷蒙多访华，不便多谈此事；但到去年下半年，大家不得不认真直面这个局面。 如今"反内卷"已经扩展到更多领域，光伏的反内卷和去产能需求比最近下功夫最多的汽车行业还早，去年光伏就已经面临去产 能问题，但因为雷蒙多来华，去年下半年以前，全行业和国家层面此前并未充分讨论此事。现在再不谈这个问题已不行，情况 非常严重。我们谈本行业供给侧改革核心就是要客观上承认我们产能过剩。 光伏行业全球性产能过剩的第一个背景是国内产能过于强大，确实过剩。 第二个背景是中国资本过剩，这是因为中国及全球经济基本面低迷，只要有个稍好的行业资本就蜂拥而入，于是产能疯狂上 涨。地方政府在过去的两三年中找到光伏这个好项目之后，为招商引资推波助澜，给地、给政策、给贷款甚至入股，光伏产能 像脱缰野马。 第三个背景与全球光伏需求下滑密切相关。去年全球光伏 ...

Core Viewpoint - Tesla's CEO Elon Musk maintains that the company will become the most valuable in the world, contingent on executing its plans effectively [1] Financial Performance - Tesla's net profit decreased by 16% to $1.172 billion, slightly above market expectations of $1.136 billion [2] - Total revenue fell to $22.496 billion, a 12% year-over-year decline, below the expected $22.826 billion [2] - Revenue from automotive business dropped by 15% to $15.787 billion [2] - Operating profit plummeted by 42% to $0.923 billion, with the operating margin decreasing from 6.3% to 4.1% [2] - Gross margin stood at 17.2%, down from 18.0% year-over-year [2] - Global delivery of passenger cars and light trucks fell by 13% to 384,122 units [2] - Free cash flow was reported at $146 million, down from $664 million in the previous quarter [2] Business Transformation - Tesla is undergoing an "unusual transition period," shifting from a car manufacturer to a real-world AI company, a narrative that has been recognized by Wall Street [1][6] - The company is focusing on its Robotaxi and Full Self-Driving (FSD) initiatives, with plans to expand operations significantly by the end of the year [3] Future Prospects - The Robotaxi initiative aims to deploy 1,000 vehicles across multiple U.S. cities, with significant revenue and profit potential expected by 2026 [3] - Tesla plans to begin internal testing of FSD V14 by Q4 2025, with a full release anticipated in Q1 2026, which Musk claims will enable Level 5 autonomy [3] - The company is developing its Dojo 2 supercomputer, expected to scale operations next year, enhancing its AI capabilities [3] Challenges and Market Dynamics - The automotive business is currently struggling, and emerging businesses have not yet compensated for the decline in traditional vehicle sales [4][6] - Regulatory approvals for Robotaxi operations are ongoing, with uncertainty affecting the rollout timeline [6] - Market acceptance of autonomous driving technology remains a concern, as evidenced by incidents affecting public perception [6] - The company faces operational challenges in scaling Robotaxi services, including fleet management and high operational costs [6]

Core Insights - Many business founders aim to leverage AI for cost reduction and efficiency improvement, but AI represents a systemic transformation in management thinking rather than just a simple efficiency tool [1] - The introduction of AI requires clear strategic positioning, organizational diagnosis, and infrastructure readiness; otherwise, it may disrupt existing order rather than deliver expected results [1] Group 1: Impact of AI on Organizational Structure - AI's influence on enterprise management is expanding from individual tasks to organizational structure [2] - Many companies are establishing positions like Chief AI Officer (CAIO) to emphasize the strategic importance of AI and to transition from decentralized applications to systematic management [3] - The emergence of CAIO roles indicates that companies view AI as a key component of future competitiveness [7] Group 2: Transformation of Management Models - AI is driving a shift from individual efficiency to organizational process optimization [4] - The evolution of job structures due to technological advancements is a common pattern observed since the Industrial Revolution, with AI expected to replace some roles while creating new ones [6] - AI Agents are impacting various management functions, such as HR, by automating processes and enhancing decision-making efficiency [9] Group 3: Employee Engagement and Cultural Change - Companies need to address employee resistance to AI by fostering a culture that emphasizes collaboration between humans and AI [17] - Clear communication about AI's purpose—such as enhancing productivity rather than merely reducing headcount—is essential for alleviating employee concerns [18] - Providing both material and non-material incentives, along with a supportive infrastructure, can encourage employees to embrace AI [19] Group 4: Data Ethics and Compliance - Shadow AI, or the unauthorized use of external AI tools by employees, poses data security risks and requires a structured management approach [21] - Companies should create internal AI platforms to ensure compliance and data security while allowing employees to utilize AI effectively [23] Group 5: Opportunities for Small and Medium Enterprises (SMEs) - SMEs can leverage AI to enhance management professionalism and resource allocation efficiency, potentially achieving competitive advantages [26] - AI democratizes access to knowledge and technology, enabling smaller firms to compete with larger enterprises [26] Group 6: Future of Human-AI Collaboration - The future will see a coexistence of carbon-based and silicon-based entities, necessitating new management strategies for AI Agents [27] - Organizations must redefine roles and trust mechanisms among humans and machines to ensure ethical and compliant AI operations [28]