7月26日，世界人工智能大会（WAIC）在上海正式拉开帷幕。 在展会现场，具身智能无疑是最备受瞩目的行业。从灵活完成格斗动作的人形机器人，到能精准执行家务、康复辅助的服务型机器人，这些具备物理交互能 力的智能体凭借流畅的动作、自然的交互赚足了观众眼球。 然而，在这场科技盛宴中，当人们沉浸在具身智能带来的震撼体验时，人工智能产业的核心底座——以芯片、板卡、服务器、计算集群等为核心构成的算力 基础设施，依然是整个行业绕不开的关键话题。 与往届大会相比，今年算力基础设施展区呈现出截然不同的风貌。 往年展台上随处可见的"参数竞赛"已悄然淡去，各厂商送展的芯片和服务器展品中，很少再有将某项极致性能参数用醒目字体刻意标记出来的情况。 曾经被重点标注的技术指标，如今更多地融入到具体的产业解决方案中，或是隐藏在真实的应用场景演示里。 现场的讨论也多是基于"碎片化算力资源统筹"、"低功耗与低成本"与"垂类产品软硬件整合"这些非常务实的话题。 全链路国产化进行时 在算力基础设施的务实转型浪潮中，"全链路国产化"的推进节奏尤为引人关注。 过去几年，全球供应链波动引发的芯片断供风险，以及核心技术"卡脖子"的现实挑战，反复挑动着国内人 ...

Core Insights - The global advertising industry is undergoing a significant restructuring by 2025, with two distinct paths emerging: one focusing on scale through mergers and acquisitions, and the other leveraging technology and AI for efficiency and agility [2][3][4] - The competition between scale and speed represents a strategic choice that can determine the success or failure of companies in the industry [4] Company Performance - Public financial reports reveal contrasting performances between major players: Publicis Groupe (阳狮) reported a net income of €3.617 billion in Q2, a year-on-year increase of 4.6%, while WPP experienced a revenue decline of 5.5% in the same period [7][8] - Publicis has raised its organic revenue growth forecast to nearly 5%, while WPP has downgraded its annual forecast to a negative growth of 3% to 5% [7][8] Strategic Choices - Publicis has made significant investments in technology and data, positioning itself as a platform-driven growth company, while WPP has struggled with debt reduction and brand integration, appearing to be reactive rather than proactive [15][31] - The acquisition of Sapient in 2014 marked a pivotal moment for Publicis, allowing it to integrate technology and digital transformation into its core services, while WPP's strategy remained conservative, focusing on optimizing traditional research businesses [17][30] Data and Technology - The acquisition of Epsilon for $4.4 billion allowed Publicis to establish a stronghold in first-party data, which is becoming increasingly critical in the advertising landscape due to privacy regulations and the decline of third-party cookies [32][35] - Epsilon's data capabilities have significantly enhanced Publicis's revenue structure, with digital income rising from less than 30% to over 50% [47] AI and Platformization - Publicis has introduced the Marcel platform to enhance internal collaboration through AI, while also investing €300 million over three years in AI research and data platform upgrades [56][63] - WPP has also developed its own technology platform, OpenX, but lacks the proprietary data assets that Publicis has secured, limiting its competitive edge [65][51] E-commerce and Retail Media - Publicis has recognized the shift towards retail media advertising, acquiring companies like Profitero and Corra to enhance its capabilities in e-commerce solutions [76][77] - Retail media advertising is projected to account for over 20% of global ad spending by 2024, indicating a significant growth opportunity for companies that can adapt quickly [74] Industry Dynamics - The advertising industry is facing competition not only from traditional players but also from consulting firms and tech giants, which are increasingly encroaching on advertising budgets [84][85] - The success of Publicis raises critical questions about whether advertising holding companies must evolve into technology companies to remain relevant in the changing landscape [87]

林远是TOP3高校的学生。在这个暑假，她回到自己老家所在的南方省份地级市，做本校的招生志愿者。 招生组的目的是在普通批分数段内，争取高分生；在低分数线的冷门专业内，招到足够数量的学生。往常，后者并非难题。招生组只需要用惯常的策略 ——描摹蓝图，勾画理想，强调名校光环——就能完成任务。 但林远发现，今年，招生组的策略正逐一失效。越来越多的考生开始意识到，志愿填报在个人意愿之外，是多方力量的博弈。 在高校招生组的任务、家庭的期许、中学的绩效之间，刚成年不久的孩子们在多方利益中周旋。有人识破被营造的幻觉，尝试从各类期许中逃逸。但离开 主流描摹的道路后，地域、阶级与信息差筑造的鸿沟，又给他们的前路带来新的迷雾。 以下是林远的自述： 一、策略失效 "你好，我是来问我的分数能不能报你们学校的。"房间里百无聊赖的氛围被座机的铃声搅碎。电话那头，女孩的声音怯生生的。 在记录下她的成绩和毕业学校之前，我就大概知道了不能给到肯定的回复：对于我所在的这所TOP3高校招生组，主动打来电话的考生，往往都游离在分 数线上下，并不是有竞争力的高分考生。 我建议对方参考以基础学科为主的"强基计划"和提前批中的小语种专业。这两个方向的分数线更 ...

Core Viewpoint - The wireless charging technology, despite being around for nearly 15 years, has not seen widespread adoption compared to other smartphone features, with the Wireless Power Consortium (WPC) asserting that the technology is not at fault [2][3]. Group 1: Qi2 Protocol Updates - WPC recently updated the Qi2 protocol to version 2.2.1, increasing the charging power from 15W to 25W, a nearly 70% increase [3][6]. - The updated protocol aims to expand its ecosystem to include mainstream Android smartphones, although the first compliant devices do not support magnetic alignment [6][12]. - The Qi2 protocol emphasizes the magnetic alignment feature, which is considered essential for faster and more efficient wireless charging [6][12]. Group 2: Market Adoption Challenges - Despite the introduction of the Qi2 protocol, the actual adoption of magnetic charging technology in smartphones has been limited, with only a few models, such as Nubia Z40 Pro and HMD Skyline, fully supporting it [13][14]. - The slow adoption is attributed to the fact that many manufacturers prefer their proprietary high-power charging protocols over the Qi2 standard, which is seen as lagging behind [16][19]. - The requirement for built-in magnets in devices complicates design and manufacturing, as current smartphone designs prioritize battery and camera size over compatibility with Qi2 [17][20]. Group 3: Competitive Landscape - The competitive landscape is further complicated by the existence of a mature market for third-party magnetic accessories, which has developed independently of the Qi2 protocol [22]. - Major players like Apple have successfully integrated magnetic charging into their ecosystem, while competitors like Samsung have faced challenges due to design constraints and interference issues with existing features [23][24]. - The future of Qi2 adoption remains uncertain, as manufacturers continue to prioritize proprietary solutions in a market characterized by increasing component density and competition [25].

Core Viewpoint - The article discusses the challenges faced by graduates of hotel management programs, particularly those from prestigious institutions like EHL, in securing meaningful employment within the hotel industry, highlighting a disconnect between education and job market realities [2][4][14]. Employment Landscape - Hotel management is characterized as a high-investment, low-return field, with many graduates not entering the hotel industry [2][3]. - At EHL, only 54% of graduates find jobs in the hotel sector, while 46% pursue careers in consulting, finance, and retail [4][6]. - The average starting salary for management trainees in first-tier cities is between 7,000 to 9,000 yuan, significantly lower than the starting salaries in finance and tech sectors [15][16]. Educational Concerns - The curriculum in domestic hotel management programs is criticized for being broad but lacking depth, leading to a superficial understanding of the industry [20][21]. - Many educators in domestic programs may not have substantial industry experience, which affects the quality of education [23][24][25]. - The article contrasts the practical focus of EHL's curriculum with the theoretical and exam-oriented approach of many domestic institutions [26]. Industry Perception - There exists a societal bias against hotel work, often viewed as low-status despite the industry's significant economic contribution [28][33]. - The article points out the double standards in how society appreciates hotel services while simultaneously devaluing the work behind them [29][30]. Career Development - Despite the low starting salaries, the hotel industry offers structured career advancement opportunities, including comprehensive training and evaluation mechanisms [40]. - The article suggests that high-investment education in hotel management can lead to long-term career benefits, particularly in broader service industries [46][48]. Conclusion - The article concludes that while the hotel management profession faces significant challenges, the skills acquired through education can be valuable in various sectors, emphasizing the need for a shift in how the industry and society perceive hotel management roles [43][49].

本文来自微信公众号：新周刊 （ID：new-weekly），作者：陈倚，编辑：L，题图来自：AI生成 我们尽可以回顾那些苦中作乐的夏天，但不意味着要让更年轻的人们，在时代进步中没苦硬吃。 人丹、清凉油与湿毛巾，是对抗暑热的"神器" 你的夏天还好吗？ 眼下正值酷暑，空调房几乎成了所有人的救命稻草。可一脚踏出门外，汹涌的热浪瞬间就会将人裹挟，仿佛置身巨大的火炉之中。此前，东北更是迎来了 史上罕见的极端高温天气，部分地区地表温度最高甚至达65℃以上。这种持续高温的天气，直接使东三省的线下空调销售额同比狂增几百倍。 气候变化，在高温红色预警频发的夏季，一些传统意义上并不算"火炉"的地区，大学宿舍还未普及空调。此前有新闻报道，一些学生们热到睡不着，只能 在楼道、操场打地铺。 时间倒回二三十年前，特别对于大学校园而言，空调还是奢侈品。蒲扇、凉席、竹床，才是许多人对炎夏的共同记忆。尤其是在重庆、武汉、福州、长 沙、广州这些现在赫赫有名的"火炉城市"上大学，熬过夏天就像是一种"生存体验"。 70后、80后，甚至是90后，熬过了宿舍没有空调的酷暑，也见证了城市发展和生活水平的飞跃。全球变暖趋势仍在持续，夏季气温也在逐年升高，不 ...

Core Viewpoint - The emergence of the -86℃ coffee trend, initiated by the "三立方丨Mahlkönig Dirty" store, highlights a shift in consumer behavior where the experience and social media appeal of the product outweigh its taste [1][21]. Group 1: Product and Experience - The -86℃ coffee is created using laboratory-grade freezing technology, which enhances the visual appeal and creates a unique drinking experience [3][14]. - The optimal tasting period for the coffee is limited to 30-40 seconds after the milk is poured, emphasizing the urgency and experiential aspect of consumption [4][21]. - Consumers are primarily drawn to the experience of taking photos and sharing on social media rather than the taste itself, indicating a shift towards experiential consumption [12][49]. Group 2: Market Response and Competition - Following the popularity of the -86℃ coffee, various coffee shops across China have introduced similar products, indicating a trend towards unique and experiential offerings in the coffee market [7][20]. - Pricing for the -86℃ coffee varies by region, with Shanghai's "三立方" offering it at 26 yuan, while other cities like Beijing and Chengdu have higher prices, reflecting regional market dynamics [11][12]. - The -86℃ coffee trend is not unique to "三立方," as similar products were previously introduced by other brands, but they did not gain significant traction until now [8][20]. Group 3: Brand Strategy and Positioning - "三立方" was established in 2021 with a focus on affordable coffee, successfully capturing market share through low pricing strategies [23][26]. - The brand differentiates itself through unique design elements and a strong product line, including over 100 merchandise items that enhance customer engagement [30][32]. - The operational model of "三立方" relies on a low-cost structure and a small store footprint, allowing for rapid expansion and competitive pricing against larger chains [35][38]. Group 4: Consumer Behavior and Trends - The trend indicates that coffee is becoming a secondary product in the experience-driven market, where consumers prioritize unique experiences over traditional product attributes [20][49]. - The rise of experiential coffee shops suggests a broader shift in consumer preferences towards niche markets and personalized experiences, as seen in various themed coffee shops [52][69]. - The success of coffee shops is increasingly tied to their ability to create memorable experiences and social media-worthy moments, rather than just the quality of the coffee itself [69].

Group 1 - The WAIC event this year is characterized by a shift towards practicality and stability, contrasting with last year's imaginative innovations [1] - The event has attracted significant attention, with ticket prices skyrocketing from 200 yuan to 3000 yuan on resale platforms, indicating high market expectations [6] - This year's exhibition area exceeded 70,000 square meters, featuring over 800 companies, with more than 50% being international or from outside the city [7] Group 2 - The focus has shifted from large models to embodied intelligence, with the number of participating companies in this field increasing from 18 to 80, occupying the entire second floor of the exhibition hall [5][8] - Major players like Yushu Technology and Zhiyuan Robotics are leading the spotlight, with valuations exceeding 10 billion yuan and 15 billion yuan respectively, and both companies are rumored to be preparing for IPOs [21][22] - Both companies claim to have achieved significant revenue targets, with Yushu reporting annual revenue of "around 1 billion yuan" and Zhiyuan also aiming for 1 billion yuan in revenue [22][23] Group 3 - The majority of exhibitors are still demonstrating basic functionalities, with many struggling to achieve significant commercial progress, highlighting a disparity between high financing amounts and actual sales [30][31] - The investment landscape in the embodied intelligence sector has seen a surge, with financing events in the first five months of the year surpassing the total for the entire previous year, amounting to over 23 billion yuan [34] - Concerns have been raised about the sustainability of this financing trend, with industry insiders suggesting that companies need to secure funding now before a potential cooling period [36] Group 4 - In contrast to the embodied intelligence sector, the large model companies are adopting a more pragmatic approach, focusing on practical applications rather than merely showcasing technical capabilities [51] - The remaining large model companies are shifting from a focus on model parameters to telling compelling stories that resonate with investors and clients [54] - The current landscape indicates a consolidation in the large model sector, with many companies disappearing or significantly reducing their presence at the event [50] Group 5 - The enthusiasm surrounding the WAIC raises questions about potential market bubbles, as the impressive demonstrations may mask underlying challenges in the industry [57] - The rapid evolution of the large model sector from a competitive landscape to a few dominant players within just a few years serves as a cautionary tale for the embodied intelligence field [59][60] - The desire for early certainty and commercial success may stifle the necessary innovation and risk-taking that the industry requires [62][63]

Core Viewpoint - The rapid revenue growth of domestic AI model company Jiyue Xingchen, which is projected to reach nearly 1 billion in 2025, indicates a significant shift in the commercialization capabilities of domestic large models, potentially marking a new threshold for revenue in the industry [5][12][52]. Group 1: Event Overview - The WAIC World Artificial Intelligence Conference is a major annual event in the AI industry, attracting significant attention from both the industry and investment circles, with high-profile attendees including the Prime Minister [2]. - The conference serves as a platform for many important announcements from AI companies [4]. Group 2: Company Performance - Jiyue Xingchen, established only two years ago, has shown remarkable revenue growth, with last year's figures reportedly only in the tens of millions [7]. - The company focuses on foundational model research rather than easily monetizable AI applications, which makes its revenue growth even more impressive [8]. Group 3: Market Comparison - Other domestic large model companies have not disclosed revenue figures, but it is noted that Zhiyu's revenue was around 200-300 million last year, primarily from customized private sector services [9]. - The previous generation of AI companies typically took 3-4 years to surpass 1 billion in revenue, often leveraging rapid adoption in sectors like security and finance [11]. Group 4: Technological Advancements - Jiyue Xingchen has positioned itself as a leader in multi-modal capabilities, with its latest model, Step 3, achieving state-of-the-art results across various benchmarks [24]. - The Step series encompasses a wide range of functionalities, including text, speech, image, video generation, and more, making it versatile for numerous applications [25]. Group 5: Industry Collaboration - The company has formed a "Model and Chip Ecological Innovation Alliance" with nearly ten chip and infrastructure manufacturers, enhancing collaboration and technology sharing [35]. - This collaboration aims to optimize the performance of domestic chips in supporting large models, addressing the current gap between domestic and international chip capabilities [38]. Group 6: Market Applications - Jiyue Xingchen's technology is being integrated into various sectors, including automotive, mobile devices, and smart consumer electronics, with notable partnerships with major manufacturers [42][43]. - The demand for multi-modal capabilities is increasing, as evidenced by an 800% increase in model calls from smart terminals in the first half of the year compared to the previous half [48].

星野事件的"错位控诉"：当合约不存在，责任从何而来？ 近期日本知名酒管品牌星野集团社长星野佳路，在X（原Twitter）以中英双语发文警告，提醒消费者避 免透过Agoda订房，引发社群关注、主流媒体跟进与酒管同业进场指控。 问题起因，可究源到2024年3月前，OTA平台Agoda上有部分第三方供应商上架未验证的房源，引发消 费者订房后的履约问题。同年6月，日本观光厅发出业务改善要求。迄今年，星野集团对于Agoda的改 善措施并不认同，因此近期事件升级，其后Agoda则由CEO Omri Morgenshtern出面，表示将引进基于人 工智能的提前监控系统，自动删除不准确的内容，并强化第三方供应商管理，算是双方初步都体面走下 台阶。 然而，事情的吊诡在于：星野与Agoda之间并未有任何直签合约关系。 Agoda作为OTA平台，贩卖的是第三方供应商（marketplace seller）所上架的星野房源。这就像是 Amazon贩卖的某品牌商品，并非来自品牌旗舰店，也非平台自营，而是某间转售商从其他渠道取得后 再上架。若产品有瑕疵，品牌能怪平台吗？恐怕法律上并不成立。 在合约上，Agoda的权责关系并不面向星野，而 ...