Hu Xiu

Search documents
能帮你提高50%学习和工作效率的好方法
Hu Xiu· 2025-07-25 00:09
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 ...
特斯拉做得好极了,除了没卖好车
Hu Xiu· 2025-07-24 23:31
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]
硅谷华人能不能站起来把钱挣了?
Hu Xiu· 2025-07-24 23:24
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]
越来越多餐厅,正在抛弃包间
Hu Xiu· 2025-07-24 14:05
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].
作为光伏从业者,我来说说行业反“内卷”中的利益冲突
Hu Xiu· 2025-07-24 13:46
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 ...
特斯拉进入黑暗隧道
Hu Xiu· 2025-07-24 13:05
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]
AI无悖论中欧第二期
Hu Xiu· 2025-07-24 12:12
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]
一名“优等生”的自救:为什么优绩主义让人抑郁
Hu Xiu· 2025-07-24 11:46
Core Viewpoint - The article discusses the mental health struggles faced by high-achieving students, particularly focusing on the case of a student named Ruisha, who has been diagnosed with bipolar disorder and depression due to immense academic pressure and expectations from parents and society [3][4][6]. Group 1: Academic Pressure and Mental Health - High academic performance can lead to mental health issues, with many top students experiencing perfectionism and anxiety, which can create a vicious cycle affecting their ability to focus on studies [3][4]. - Ruisha's parents placed significant pressure on her academic performance, leading to feelings of guilt and anxiety when her grades slipped [2][9][10]. - The societal expectation for students to excel academically can contribute to a sense of isolation and fear of falling behind, as seen in Ruisha's experience of feeling abandoned when she took time off from school [5][18]. Group 2: Coping Mechanisms and Self-Understanding - Studying psychology helped Ruisha understand her condition better and develop coping strategies, leading to improved emotional stability [6][21]. - Ruisha created educational content to help other students facing similar challenges, indicating a proactive approach to mental health awareness among youth [22][32]. - The article highlights the importance of recognizing mental health issues as common and the need for open discussions to reduce stigma [30][31]. Group 3: Family Dynamics and Support - Initially, Ruisha's parents struggled to understand her mental health issues, but over time they began to support her without imposing expectations [38][40]. - The relationship between Ruisha and her parents evolved as they learned to provide a supportive environment, emphasizing the role of family in a child's mental health journey [42]. - The article suggests that parents should focus on being a strong support system rather than imposing academic expectations, which can exacerbate mental health issues [41][42].
泰国,不“泰”便宜了
Hu Xiu· 2025-07-24 11:39
Core Insights - Thailand's tourism costs have significantly increased, leading to a decline in its reputation as a budget-friendly destination for travelers [2][3][10] Price Increases in Food, Accommodation, and Transportation - The prices for food, accommodation, and transportation in Thailand have risen sharply, with specific examples showing that chicken egg prices have increased by approximately 24% and pork prices by about 38% from 2019 to 2025 [3][4] - The average daily hotel price in Thailand is projected to rise by about 34% by 2024 compared to 2019, with luxury hotels seeing an increase of around 42% [4] - Transportation costs have also escalated, with taxi fares and public transport prices rising, making travel more expensive for both tourists and locals [4][5] Economic Context and Inflation - Thailand's inflation rate reached 6.08% in 2022, the highest in 24 years, driven by rising food and energy prices [6] - The depreciation of the Chinese yuan against the Thai baht has increased the cost of living for Chinese tourists by approximately 17% [7] Shift in Tourist Behavior - Tourists are now seeking high-value travel experiences, opting for less popular destinations and local dining options to avoid inflated prices [8][9] - The article suggests that the era of budget travel in Thailand is ending, with a shift towards more sustainable and quality-focused tourism [10]
突发“风险提示“,会管用吗?
Hu Xiu· 2025-07-24 10:52
新闻解读评级说明:五星重磅,四星重要,三星级以下大家选择听。 1、大宗商品涨停潮,交易所风险提示会管用吗? 本篇评级为★★★,主要围绕以下内容展开: 如有疑问请以音频内容为准,添加妙妙子微信huxiuvip302,入群有机会与董小姐进一步交流。 须知,期货这一金融工具,本质是为实体经济服务,帮助工厂、企业锁定原材料价格、规避大幅波动风 险。然而,眼下期货独自急涨急跌,反而给实体套保带来巨大风险——原本用来避险的工具,如今成 了"挖坑"制造风险。时间一久,必然引起监管注意。 本文为妙投付费内容,上述仅为摘要,购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读 体验机会,在妙投APP-我的-权益兑换 输入"妙投888"即可领取。 今天的 A 股市场依旧红通通,我们一起梳理盘面,看看继续向上的潜力有多大,以及可能遇到的风 险。 1、大宗商品涨停潮,交易所风险提示会管用吗? 2、券商板块透支了吗?从资金层面看两条线索 3、芯片稍稍启动,背后的推动力有多大? 到目前为止,市场的主线之一仍在横向扩展,这条主线便是去产能赛道。前几日,煤炭、钢铁涨幅巨 大,这两天出现收缩;而横向扩展的结果是又有新主角登场——今天,热点 ...