Core Viewpoint - The recent dispute between internet celebrity Luo Yonghao and Xibei has brought the topic of "pre-prepared dishes" into the spotlight, highlighting the negative perceptions associated with them in Chinese dining culture [1][2]. Group 1: Cultural Context of Freshness - Chinese food culture is deeply intertwined with the concept of freshness, where the time from farm to table is crucial for quality [3][5]. - Freshness is not only about time but also about taste, with specific regional preferences dictating what is considered fresh, such as live fish being killed on-site [3][4]. - The preference for fresh ingredients is evident in consumer behavior, as seen in the popularity of live poultry markets prior to health crises like SARS [3][4]. Group 2: Pre-prepared Dishes and Consumer Perception - Pre-prepared dishes are viewed as the antithesis of freshness, with consumers associating them with lower quality and safety concerns [6][7]. - The cultural resistance to pre-prepared dishes mirrors historical aversions to canned foods, with data showing significantly lower consumption rates in China compared to Western countries [6]. - The introduction of long shelf-life products raises consumer anxiety about freshness and quality, leading to skepticism about the nutritional value of such items [7][19]. Group 3: Central Kitchen Model in the Restaurant Industry - The central kitchen model has become prevalent among chain restaurants, with 68.3% of such establishments utilizing this system to streamline operations and reduce costs [10][14]. - Central kitchens allow for standardized food preparation, which can diminish the traditional role of chefs and the uniqueness of regional cuisines [11][12]. - The efficiency of central kitchens supports rapid expansion and profitability for restaurant chains, as seen in the case of Haidilao's subsidiary, which supplies ingredients to over 2,000 outlets [13]. Group 4: Market Trends and Future Outlook - The pre-prepared dish market in China is projected to grow significantly, with a market size of 419.6 billion yuan in 2022 and an expected annual growth rate of around 20% over the next few years [14][17]. - Despite the convenience offered by pre-prepared dishes, there remains a strong consumer preference for fresh, locally sourced ingredients, indicating a potential challenge for the industry [17][22]. - The need for transparency in the pre-prepared food supply chain is emphasized, as consumers seek assurance regarding the safety and quality of these products [20][21].

大反转：9月16日，今日市场震荡走高，创业板指一度跌幅超过1%，午后回升翻红，指数黄白线分化，中小盘股表现较强。沪深两市成交额2.34万亿，较上 一个交易日放量640亿。截至收盘，沪指涨0.04%，深成指涨0.45%，创业板指涨0.68%。 Meta年会即将召开： ...

AI的段子 看见高德扫街榜把"藤原豆腐总店"排在成都美食榜单的第三名，排在陈麻婆豆腐总店的后面。甚至还打败了双流老妈兔头。 作为一个成都人，我感觉有点好笑。 能做出这么个排名，怕是高德地图自己都没看过吧。或者情况更糟，是他们自己都不懂什么是"藤原豆腐店"。 那我凭着多年二次元的底子给他们科普一下：亲爱的高德地图AI产品经理，藤原豆腐总店不是比陈麻婆豆腐店差一点比双流 老妈兔头强一点的美食店。它是致敬日本漫画《头文字D》里面主角家的店铺（藤原豆腐店）而成的网红打卡点。 漫画《头文字D》 山藤原豆腐总店 高德地图CEO郭宁说过，"高德扫街榜是AI时代'用脚投票'的最真实榜单"。但现在的榜单怕是用脚到不了的。榜上的春熙路店 到我搜索时所处的龙泉山足有30公里，如果是双脚怕是要赶上一天才够给它投票。但还是要感谢高德地图，没有把藤原豆腐 幸好我是本地人，不会被骗。要是外地来的游客想要吃吃成都本地的美食，三十公里过去，就算是四轮，也得气到跳脚。那 高德地图，就变成用"跳脚"投票了。 这回靠着本地人优势，高德地图的AI没有骗到我，但8年前我是实实在在遭过它一招。 龙泉 店（都江堰店）推荐到这个榜单，那就是70～80公里了。 ...

无官无职的网红被杀，凭什么能让白宫为他降半旗？拥枪之人死于枪下，到底是自由美利坚的日常风景 线，还是政治极端化的又一次具现？ ...

在云南有片能预知未来的水潭，水混必有灾厄发生；树枝缠满红布，当地人拒绝饮用；仪器无法测出深 度，水下暗藏一个黑暗的腐烂王国…… ...

一夜之间，甲骨文就从垂垂老矣的数据库公司变成AI巨擘，以及成为未来TikTok 股权交易的最大赢 家。 美东时间9 月15 日，甲骨文股价再度上涨3.41%。此前八月，它就被美国私人金融和投资咨询公司 Motley Fool列入"美股十巨头"之列。这"十巨头"除了此前的"七姐妹"【英伟达（NVDA）、微软 （MSFT）、苹果（AAPL）、亚马逊（AMZN）、Alphabet（GOOGL）、Meta Platforms（META）、 特斯拉（TSLA）】之外，加上了甲骨文（ORCL）、博通（AVGO）和奈飞（NFLX），认为它们将引 领AI前进方向。 跻身AI 巨头，甲骨文对云计算市场也野心勃勃。六月份的2025财年第四季度收益报告里，甲骨文CEO 萨弗拉·卡兹曾宣称："甲骨文不仅有望成为全球最大的云应用公司，而且还有望成为全球最大的云基础 设施公司之一。" 甲骨文可能收到的一份大礼将巩固它在云计算市场的优势，那就是TikTok 美国用户数据将继续由甲骨 文托管，存储在得克萨斯州的数据中心。 更重磅的是，据传，甲骨文与沃尔玛组成的财团将有望接持 TikTok40%的股份。81岁的甲骨文创始人拉 里·埃里森迎娶了 ...

在相似的处境下，这两个行业似乎开始"抱团取暖"，从去年起，我们发现，月子中心悄然"入驻"各大高星酒店，奢华如柏悦、半岛、宝格丽、瑰丽等酒店 中，也出没着月子中心的身影。如今，一向与高端酒店合作、借助高端酒店资源运营的圣贝拉，终于扭亏为盈，看似更为这种合作带来了想象力。 只是，仅靠这点暖意驱散不了"寒冬"。 今年年初，在全国有67家门店的爱家月子中心宣告破产，而随着爱家的倒塌，前几年如火如荼的月子中心行业迎来一股泠冽的寒流，杭州、宁波、上海等 地的多个月子中心也接连"暴雷"。 一位从业者直言，"2025年应该是月子会所行业最难的一年，不出意外的话会倒一半，甚至60%。" 同样在经受考验的还有酒店行业，尤其是象征着奢华和身份的高端酒店。去年，全年一共有超过1000家中档及以上档次酒店停业，很多曾经火出天际的酒 店接连被法院拍卖，但鲜有人接盘。今年，"禁酒令"一出，更令高星酒店原本就不景气的宴会生意雪上加霜，迫不得已，酒店纷纷走向街头，摆起了小 摊。 "酒店+月子中心"，或成主流？ 2024年适逢龙年，生育迎来了一波小阳春，整个月子中心行业看起来蒸蒸日上，然而，这波高潮实际上已经让危机越发显露。根据《中国母婴产业发 ...

今天聊的应该是全世界最强的火器王国了，这里曾经拥有世界上最先进的火器部队。欧洲人还在穿铠甲 用长矛互捅的时候，他们已经用机关枪和火箭炮轰人了。这个王朝曾经和西方殖民列强至少打了十场战 争，结果场场获胜，无一败绩，这段历史在教科书上往往被一笔带过。这个王朝不仅发明了机关枪、火 箭炮、地雷，甚至还有古代版的坦克。今天讲的就是那个曾经让全世界都为之颤抖的——大明火器王 朝。 ...

2、DeepSeek背景：量化巨头的出圈之作 大家好，又到了我们每月一次的深度分享课。这次换个口味：不谈十几年前的旧书，聚焦2025年大放异 彩的人工智能工具——DeepSeek、Kimi等。它们好用、实用，如何移植到投资战场？怎样借此丰富、 优化我们的交易方法？今天简单聊聊。 想在市场上持续盈利，核心无非三条： 1. 掌握大众未知的信息或数据； 2. 从公开信息中提炼出别人没发现的规律，固化成可持续赚钱的因子； 大纲： 1、引言：AI工具与投资新战场 3、三大应用：提升投资能力的捷径 4、行业研究：扮演你的麦肯锡分析师 5、标的分析：全面财务与风险透视 6、未来展望：知识库与自动化可能 1、引言：AI工具与投资新战场 军情"——把数据巧合当成普适规律，包装得有利可图，实战却劳而无功。这是所有量化团队研发新策 略时都会踩的坑。 这场一夜之间席卷全球的"远程地震"，源自中国，却改写了全球大模型竞争版图。功能如此耀眼，就得 把它搬进日常、搬进投资。正如段子所言：过去量化基金在A股赚得盆满钵满，其中不少银子是个人散 户"赞助"的；如今他们掏钱搞出了DeepSeek，咱们必须用起来——毕竟当年"交过学费"。 言归正传 ...

Core Viewpoint - The article discusses the extreme work culture among young AI entrepreneurs in Silicon Valley, highlighting their dedication to work at the expense of personal well-being and social life, driven by the desire for success and financial freedom [2][12][22]. Group 1: Work Culture and Lifestyle - Many young founders in Silicon Valley are adopting an extreme work ethic, often working over 90 hours a week and sacrificing sleep and social activities [2][5][12]. - The office has become a multifunctional space for these entrepreneurs, serving as their workplace, dining area, and even sleeping quarters [6][8]. - The trend of "sleeping in the office" is prevalent, with some entrepreneurs using makeshift sleeping arrangements to maximize work time [6][8]. Group 2: Investment Landscape - The investment landscape for AI startups has seen fluctuations, with global private investment in AI startups totaling approximately $96 billion in 2023, a decrease of nearly 20% from $103.4 billion in 2022 [13][17]. - Despite the decline in total investment, the number of AI startups receiving funding has increased, with 1,812 companies securing financing in 2023, a 40.6% rise from the previous year [17][18]. - The average funding amount per startup has decreased, indicating a more competitive environment where only those with strong capabilities can secure significant investments [18][20]. Group 3: Competitive Environment - The AI startup ecosystem is characterized by intense competition and a lack of differentiation among many new entrants, leading to a reliance on basic models and applications [21]. - Investors are increasingly cautious, preferring to fund established companies or those with clear competitive advantages, which has led to a "winner-takes-all" dynamic in the market [21][22]. - The pressure to succeed is compounded by the rapid pace of technological advancement, with many entrepreneurs feeling a sense of urgency to capitalize on fleeting opportunities [27][28]. Group 4: Motivations and Aspirations - The drive for financial success and the allure of becoming a "unicorn" motivate many young entrepreneurs to endure extreme working conditions [23][25]. - The current AI boom is likened to the internet bubble of the late 1990s, with many seeing it as a chance to achieve life-changing wealth [24][25]. - There is a pervasive fear of missing out (FOMO) among entrepreneurs, pushing them to work tirelessly to secure their place in the rapidly evolving AI landscape [26][27]. Group 5: Future Outlook - The article suggests that the most successful AI companies may not emerge from the most extreme work cultures but rather from teams that balance ambition with sustainability [31][32]. - The ongoing struggle and dedication of these young entrepreneurs are noted as significant contributions to the evolving narrative of the AI industry [32][33].