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].

在印度，电是神赐的，偷电成了全民运动，40%用户从未缴费，连议员都拖欠数千万卢比。本期视频一 口气看懂，印度"偷电宇宙"有多野？ ...

本篇评级为★★★，主要围绕以下内容展开： 1、中美谈判有进展，如何影响投资市场情绪？ 2、反内卷政策加力，下半年会有一波吗？ 如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。 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、中美谈判有进展，如何影响投资市场情绪？ 今天国内市场仿佛被一层"保护垫"托住，刚一下跌，便有一股力量迅速将其拉起；其背后的关键推手， 正是那条"暖风"——中美在西班牙的谈判取得实质进展。 根据中国官方发布的公告，此番磋商的核心议题是短视频平台TikTok的未来走向，双方已在几大分歧上 达成初步共识。此前，TikTok身上悬着两大死结：第一，股权归属——美方谋求控股，中方拒绝让渡主 导权；第二，核心算法——算法能否出口、能否转让，中方视其为命脉。 每天10分钟拆解新闻背后的逻辑。大家好，今天是2025年的9月16号星期二，我是董小姐。 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。 ...

更具体说，是为何"非升即走"只在国内高校的青年教师里"大行其道"？ "非升即走"制度，作为高校人事管理制度中的一项常见政策，自在国内引入起，就频频引发热议。青年 教师群体，在规定的聘期内若未能达到晋升要求（如发表论文、申请课题、完成教学任务等），则不再 续聘（走人）。 诸如末位淘汰、绩效考核不达标则辞退等，这类竞争淘汰制度在学界之外，比如企业界，并不罕见。为 什么同样是"不达标就走人"，在企业中被普遍接受，甚至被视为企业经营的有效手段，而在高校中，却 引发如此大的争议和反对？ 更进一步看，为什么这类高度竞争性的淘汰机制，尤其在高校青年教师群体中能够运转，而很少在其他 高知职业群体中大规模推行（如同在高校的行政人员，其他领域如医生、律师、企业研发工程师等）？ 淘汰，为何只在学界"争议满满"？ 其二，企业中的淘汰往往是结构性的、周期性的，或是针对个别表现不佳的员工，很少出现像高校这样 大规模、高比例的淘汰。例如，某985高校曾在一年内招聘近百名预聘制教师，6年后仅不到20%获得长 聘。这种淘汰规模，在企业中往往是由于业务调整，通常早有预期。 其三，即便同样是"淘汰"，社会对企业"淘汰"接受度相对高。企业是以盈利为 ...

文章标题：北漂下班捡菜，成了"新赛道"？ 文章链接：https://www.huxiu.com/article/4780533.html 阅读原文：北漂下班捡菜，成了"新赛道"？_虎嗅网 既捡到菜，又起了号，菜市场捡菜，成了年轻人的"新赛道"。 ...

西贝的致歉信把我看乐了，顾客虐我千百遍，我待顾客如初恋，可老罗提意见就不是初恋，是恶毒前 任？ ...

Core Viewpoint - The hotel industry is currently facing significant challenges, primarily related to high rental costs and platform fees, which are squeezing profit margins and leading to operational difficulties for many establishments [7][34][40]. Group 1: Industry Challenges - Many hotels are publicly complaining about high rents, indicating a broader issue within the industry where labor and energy costs have already been maximized, leaving rent and platform fees as the main expenses [7][34]. - Specific examples illustrate the struggle: a hotel in Guangdong with 83 rooms has a monthly rent of 40,000 yuan, requiring a 63% occupancy rate to break even, while another hotel in Changsha with 28 rooms has a rent of 30,000 yuan and has been unable to find a buyer for six months [9][13]. - The phenomenon of "abandoning properties" is emerging, with hotels in cities like Hangzhou and Xiamen selling equipment or closing down due to unsustainable costs [14]. Group 2: Financial Metrics - The conventional rental cost should not exceed 20% of the hotel room price, with an ideal range of 15%. In lower-tier cities, rents range from 7 to 15 yuan per square meter, while in first-tier cities, it can exceed 100 yuan [22][23]. - For instance, the 延年洋湖公园酒店 charges 46 yuan per square meter, which translates to a rental cost that is only 15% of the room price, suggesting that high rents may not be the sole issue [24][25]. - The average revenue per available room (RevPAR) is declining, exacerbated by high platform fees that can exceed rental costs, with some hotels paying up to 35% of their revenue to platforms [34][36]. Group 3: Operational Insights - The hotel industry is not only burdened by rent but also by increasing platform fees, which are now a significant part of operational costs, often surpassing traditional expenses like rent and utilities [33][34]. - In the first half of 2025, over 600 mid-to-high-end hotels closed, while platform companies reported profits, highlighting a disparity in financial health between hotels and platforms [36]. - The overall profit margin for the hotel industry in Beijing has drastically decreased, with a reported profit margin of only 0.3% in the first half of 2025 [37]. Group 4: Strategic Recommendations - To improve their situation, hotels need to focus on enhancing product differentiation, customer experience, and operational efficiency rather than solely blaming high rents [45]. - The current strategy of negotiating lower rents without addressing underlying operational issues is not sustainable, as it does not resolve the core problems affecting profitability [44].

出品 | 妙投APP 作者 | 董必政 那你可要注意了。 退保意味着，你此前几年交的保费几乎退还不了多少到你的账户。 你想让保险公司多退你点。 你的需求，催生了一个黑灰产生意——代理维权。 "他们就是纯骗，真的是太猖狂了，我已经报警了"，王芳（化名）愤怒地说。 （图片来源：当事人提供） 王芳本想帮老公退掉保险，在互联网平台上找到了可以"高额退保"的代理维权机构。最后，不仅事情没有办成，还被骗了1500元。 编辑 | 关雪菁 头图 | AI制图 如果你交了几年保险金，突然不想续保。 "他们拉了一个群里面有7个人，有所谓的法务、退保老师"，王芳告诉妙投。 妙投一琢磨，7个人，1500元他们够分吗？一人赚200？ 由此，妙投开始使劲琢磨，结果发现代理维权这个黑灰产，了不起，成体系，用流量漏斗精准筛选到了王芳这样的人群，并做了非常有效地转化。 据虎嗅妙投向业内人士了解，黑灰产在抖音平台一年的广告投放费用就超过60亿元，60亿占整个北京金融机构投放总额的10%左右。 不仅舍得花钱，黑灰产机构还训练有素，有组织、有体系、有打法，还狼性。 那么，代理维权这个黑灰产又是如何运作的呢？ 一、公司化运营 2024年10月，马上消 ...

因为投资工作的原因，最近我跑了很多二线城市去看项目，看下来我有一个很大的感受，二线城市真是 商机遍地，如果你想在二线城市自己创业做点小生意，或者回到二线城市发展，这期视频千万别错过！ ...