文| 镜像娱乐，作者丨顾贞观 "再不出现，你就完了。" 10月15日，周杰伦在社交媒体上公开喊话昔日合作伙伴蔡威泽。据三湘都市和报和21世纪经济报道援引 媒体报道，疑因几年前蔡威泽拿走周杰伦320万美元，为周杰伦代操投资比特币，但如今已经失踪长达 数月。 美图净赚5.7亿离场，博雅互动高位持续买入 周杰伦320万美元下落不明，昔日好友关系破裂 热衷魔术的周杰伦，与台湾地区的魔术师蔡威泽合作渊源颇深。2018年两人在春晚上合作表演《告白气 球》；2020年周杰伦在快手开启直播首秀，直播嘉宾为陈冠霖和蔡威泽；在周杰伦作为发起人的户外综 艺《周游记》前两季中，蔡威泽的身份都是固定嘉宾。周杰伦曾公开称蔡威泽为"魔术界最懂我的人"， 但一场比特币投资，似乎让两人的关系彻底破裂。 周杰伦喊话前几天，正值币圈迎来史上"最大爆仓日"，一夜之间爆仓192亿美元。 据三湘都市报援引媒体报道，几年前蔡威泽为周杰伦代操投资比特币，最初的投资金额为320万美元 （约2300万人民币），今年10月5日，比特币突破12.5万美元/枚，创下历史新高，理论上这笔投资是赚 的，当然只是理论上。周杰伦发文约一个小时后，蔡威泽在社交媒体上回应："真 ...

【钛媒体综合】据新华社，国务院关于金融工作情况的报告26日提请十四届全国人大常委会第十八次会 议审议。报告提出，下一步金融工作将突出金融服务实体经济重点方向，着力提供高质量金融服务。 报告显示，2024年11月以来，金融系统进一步提升支持实体经济质效，全面加强金融监管，持续深化金 融改革开放，维护金融稳定和国家金融安全，各项工作取得新成效。 在金融支持实体经济方面，2024年11月至2025年9月，A股共98家企业首次公开发行股票，融资918亿 元，其中86%为民营企业，92%为战略性新兴产业企业；上市公司再融资9968亿元，相当于前两年总 和。2025年9月末，科技、绿色、普惠、养老、数字经济产业贷款同比分别增长11.8%、22.9%、 11.2%、58.2%、12.9%，均明显高于全部贷款增速。超600家主体发行科技创新债券约1.4万亿元。 报告提出，下一步将突出金融服务实体经济重点方向，着力提供高质量金融服务。加力做好金融"五篇 大文章"，指导金融机构提升金融服务专业化精细化能力和水平。继续聚焦科技创新、提振消费、小微 企业、稳定外贸等重点方向，强化财政、货币、产业等政策协同联动，管好用好现有各项结构性 ...

Core Viewpoint - The launch of the industrial-grade interactive embodied robot, Spirit G2, by Zhiyuan Robotics is positioned as a "global benchmark," supported by significant orders from Junsheng Group and Longqi Technology, raising questions about the authenticity of these claims and the underlying business relationships [1][7][12]. Group 1: Product Development and Features - The Spirit G2 is an upgraded version of the Spirit G1, which was initially aimed at the research and education sectors. The G1 has reportedly shipped over 1,000 units since its release in November 2023, providing a foundation for the G2's development [1][4]. - Key upgrades in the G2 include industrial adaptability, featuring the world's first cross-wrist force-controlled arm and high-precision joint torque sensors, enabling it to respond delicately to external forces. It also boasts a dual-battery hot-swappable system for 24-hour continuous operation [3][4]. - The G2 has completed over 130 extreme tests, demonstrating stable operation in various environments, including temperature ranges from -15°C to 50°C. Its capabilities were showcased through real-time demonstrations in automotive and logistics settings [4][5]. Group 2: Business Relationships and Orders - The significant orders from Junsheng Group and Longqi Technology are not merely from independent third-party clients, as both companies have close ties with Zhiyuan Robotics. Longqi became a shareholder during the B-round financing and holds a 0.7394% stake [1][7][9]. - The partnership with Junsheng Group involves both procurement and component supply, indicating a complex relationship that may not reflect purely market-driven demand [9][12]. - The orders are structured to be completed by the end of 2025, with actual deployment in early 2026, suggesting a preliminary binding based on cooperative intentions rather than immediate market needs [7][12]. Group 3: Team Dynamics and Market Perception - There have been notable departures of key personnel from Zhiyuan Robotics, including co-founders and leaders in critical areas such as design and control, raising concerns about the company's technical capabilities and project progression [5][12]. - The timing of the announcement regarding the large orders coincides with the company's need to bolster market confidence and attract further investment, especially given its recent funding rounds from major investors like Tencent and LG Electronics [12][16]. - The G2's positioning as a "benchmark" product is questioned, as its actual performance and market acceptance will require validation through extensive real-world application and data accumulation over time [16].

文 | 新眸，作者 | 棠宁 OpenAI的GPT-4发布时，硅谷投资人安德烈斯·霍夫曼曾断言："我们正站在计算革命的起点。"三年过 去，这句话已从预言变成现实。 但若将视线拉长至历史维度，这场变革更像是一场"迟到的觉醒"。2012年，AlexNet在ImageNet竞赛中 横空出世，深度学习的种子悄然埋下；2016年AlphaGo击败李世石，AI的"超凡能力"初现端倪；2022年 ChatGPT点燃公众想象，资本、人才、算力开始疯狂涌入。 尤其是今年以来，创投领域迎来历史性转折点：AI初创企业首次捕获全球风险投资总额的51%，超过其 他所有领域的总和。这一数据来自CB Insights的最新报告，标志着资本对人工智能的空前追捧。其中， 美国在浪潮中占据绝对主导，贡献了85%的AI融资额和53%的交易量。 数据显示，全球AI市场投资规模接近2000亿美元，但真正具备"苹果级"颠覆能力的企业尚未诞生。复盘 苹果的崛起路径，1976年乔布斯创立苹果时，个人电脑是"工程师的游戏"，但Macintosh以图形界面和 用户体验重新定义了人机交互；1998年iMac打破彩色电子产品的"工业设计枷锁"；2007年iPhon ...

"不如直接买雪中飞，何苦中间赚差价"，近日有网友表示，其在短视频平台直播间购买的阿迪达斯羽绒 服，实际上为雪中飞代工产品。 根据该网友出示的羽绒服标签显示，经销商为阿迪达斯体育(中国)有限公司，制造商为江苏雪中飞制衣 有限公司。 对此，阿迪达斯客服回应称，所售产品均具备质量保障。 公开信息显示，作为波司登旗下中端羽绒服品牌，雪中飞在2024/25财年的收入约为22.06亿元，占波司 登集团品牌羽绒服销售额的1/10。 近年来，受地缘政治风险等综合因素影响，波司登的贴牌加工业务发展良好。根据波司登2024/25财年 报告，截至3月31日，集团的贴牌加工管理业务收入约为33.73亿元，占整体收入的13.0%，较去年同期 上升26.4%。 其中，贴牌加工管理业务来自前五大客户的收入约占贴牌加工管理业务收入的90.4%。 一边是早已成熟的代工业务模式，另一边是消费者的不满，雪中飞代工阿迪达斯究竟为何会激起消费者 如此大的反应？ 品牌溢价与性价比之间的选择 消费者之所以会对雪中飞生产的阿迪达斯羽绒服颇有微词，或许源自雪中飞与阿迪达斯之间的产品价格 对比。 有消费者在阿迪达斯官方旗舰店中提出质疑，该品牌的某款短款羽绒服售 ...

Group 1: Strategic Collaborations - LoBo Fast Run has announced a strategic partnership with PostBus, a subsidiary of Swiss Post, to launch the autonomous driving service "AmiGo" in Switzerland by December 2025, with full operations expected by Q1 2027 [1] - Pony.ai has partnered with Stellantis to develop L4 autonomous vehicles for the European market, focusing initially on light commercial vehicles [3] Group 2: Product Launches - Yushu Technology has launched the Unitree H2 bionic robot, featuring a height of 180 cm, weight of 70 kg, and advanced capabilities such as a full-dimensional bionic facial system and a "super vision system" for 360-degree environmental perception [2] - ByteDance's AI assistant application Cici has achieved significant download success in multiple overseas markets, ranking among the top 20 free apps on Google Play in several countries [4] Group 3: Market Expansion - Bawang Tea Ji has opened its largest store in Malaysia, bringing its total number of stores in the country to over 200, following a strategic partnership with a local hotel giant [6][7] - Kaito Electric has announced plans to accelerate its overseas market expansion and AI integration, with products already entering markets such as Singapore, Malaysia, and the US [8] Group 4: Financial Agreements - Hansoh Pharmaceutical has entered a licensing agreement with F. Hoffmann-La Roche Ltd, receiving an upfront payment of $80 million for the global exclusive rights to develop and commercialize a targeted antibody-drug conjugate [5][6] Group 5: Industry Performance - The Chinese film industry has seen overseas box office revenue exceed $140 million in 2025, surpassing the total for 2024, with 46 countries participating in the release [11] - FlareFlow, a subsidiary of Zhongwen Online, reported a 269% quarter-over-quarter increase in mobile revenue, driven by its overseas short drama platform [13] Group 6: Manufacturing Investments - Longi Green Energy plans to establish a solar module manufacturing plant in Nigeria with a capacity of 500-1000 MW, complementing its previous agreements in the region [14] - Yingli Co. is investing in a new factory in Saudi Arabia to produce computer and data center components, enhancing its international presence [16] Group 7: Financing Activities - New Stone Technology has completed over $600 million in Series D financing, marking a record in China's autonomous driving sector, with plans for global market expansion [18] - LiblibAI has secured $130 million in Series B financing, the largest single financing in the domestic AI application sector in 2025, aimed at global expansion [21]

Core Insights - The emergence of generative AI has led to a global consensus on its technological direction, with various industries, including IT, manufacturing, and finance, seeking to leverage AI for innovation [1] - The release of HarmonyOS 6 marks a significant advancement in human-computer interaction, enhancing system-level AI capabilities and establishing a collaborative ecosystem for third-party applications [3][4] Group 1: AI Interaction and User Experience - HarmonyOS 6 simplifies AI interaction, allowing users to issue commands across various devices seamlessly through a unified AI service, Xiaoyi [4][5] - The new Harmony Agent Framework enables efficient communication and integration among third-party AI agents, enhancing user experience [5][7] - Users can now perform complex tasks, such as medical inquiries, with simple voice commands, showcasing the system's advanced AI capabilities [4][8] Group 2: Ecosystem and Application Development - HarmonyOS 6 has integrated over 80 third-party AI applications across diverse sectors, including healthcare, entertainment, and shopping, enhancing user convenience [7][16] - Major applications from Tencent and other developers have been fully adapted to HarmonyOS, introducing innovative features and improving user experience [16][19] - The "one-touch" feature allows for seamless content sharing and collaboration across devices, further enhancing the ecosystem's functionality [17] Group 3: System Upgrades and AI Capabilities - The upgrade includes significant enhancements to built-in applications, such as advanced photo editing features powered by AI [8][9] - HarmonyOS 6 introduces intelligent document management and note-taking capabilities, streamlining user workflows [11][13] - Xiaoyi's capabilities are set to expand, including support for multiple dialects and advanced research assistance features [11][13] Group 4: Market Growth and Future Prospects - HarmonyOS has rapidly gained market traction, with over 23 million devices deployed, making it the fastest-growing operating system in smart terminal history [19] - The transition from "usable" to "user-friendly" is a key focus for HarmonyOS 6, aiming for innovative breakthroughs in user experience [14][19] - The future development of HarmonyOS will rely on collaboration with third-party developers to enhance its AI capabilities and user engagement [19][20]

Core Viewpoint - The quarterly report of Tuo Wei Information (002261.SZ) reveals a continued decline in revenue, with a 29% year-on-year decrease in operating income for the first three quarters, amounting to 2.07 billion yuan. However, net profit shows significant growth due to a low base effect and non-operating income, raising questions about the sustainability of this performance [2][3][5]. Financial Performance - The operating income for the third quarter was approximately 771.96 million yuan, representing a 36.54% decrease compared to the same period last year [4]. - The net profit attributable to shareholders for the third quarter reached 26.04 million yuan, a year-on-year increase of 239%. For the first three quarters, the net profit was 104.85 million yuan, soaring by 852% year-on-year [4]. - Excluding non-recurring gains, the net profit for the first three quarters was only 601,000 yuan, a decline of 37% year-on-year, indicating that the apparent profit growth is not strongly correlated with the company's operational performance [2][5]. Non-Recurring Gains - The significant profit increase is largely attributed to a one-time performance compensation of 72.84 million yuan received in March, which accounted for 70% of the total profit for the period [7]. - Non-recurring gains reached a near-decade high, with the largest contribution coming from "other non-recurring gains," highlighting the reliance on unexpected income rather than core business performance [5][7]. Cost Management - The company benefited from a reduction in sales, management, and financial expenses, which decreased by 31%, 6%, and 79% respectively. This was due to the absence of sales commissions from the previous year and a reduction in bank loan scales [7][8]. Project Delays - Tuo Wei Information announced delays for four fundraising projects, with some projects postponed until December 2027, significantly lagging behind the original schedule set in 2021 [2][11]. - The delays are attributed to a strategic shift towards "AI + Hongmeng," reflecting the company's cautious approach in light of emerging AI technologies [12]. - The company has previously altered the use of raised funds and faced multiple delays, indicating challenges in executing its strategic initiatives [12].

文 | 数说智行，作者 | 廖鸿杰，编辑 | 文祥 谁也没想到，燃油车的销量冠军，竟然是日产！ 近日，东风日产再度宣布，旗下的轩逸车型再度荣获2025年9月国内燃油车的销量冠军，并在宣传海报 上醒目地标注了"五连冠"！ （图片源自：东风日产微信公众号） 不是都说日系车不行了吗，为何燃油车的销量冠军是日系车？ 退一步说，即便日系车能夺得国内燃油车的销量冠军，那也应该是丰田啊，怎么会是日产？ 扛压的日系 在自主品牌迅速崛起的当下，日系车在中国市场接连受挫，这是事实。 当然，身处险境的不仅仅是日系车，几乎所有合资品牌都在面临着强压，只不过日产品牌的处境最为危 险罢了。 东风作为日产品牌唯一的合作方，东风日产的市场现状直接反映了日产品牌在中国市场的处境。 东风集团股份最新的产销数据显示：2025年1—9月东风日产（日产、启辰、英菲尼迪）汽车累计销量约 41.86万台，同比下降9.4%；2024年全年销量约63.16万台，同比下降12.72%。 看似正常，但这已经是东风日产连续第七年的销量下滑。10%上下的降幅，也只能解释为跌幅有所收 窄，还远没有出现"止跌回稳"的迹象。 从近十年的销量数据来看：2015年东风日产全年 ...

（四川时代厂区一瞥，摄影：王宇） （2025世界动力电池大会新闻发布会，摄影：四川发布） 而后，他们中的一部分人和签约的项目，将在宜宾落地、扎根，一如此前三届大会的成果一样，共同绘 就宜宾动力电池"1+N"的完整生态系统和绿色低碳发展的蓝图；而更多的思想和观点，将以宜宾为圆心 扩散开去，以看得见或看不见的方式影响企业决策、政策法规、产业命运乃至全球双碳叙事的走向。 10月24日，一场重磅新闻发布会在成都举行，正式官宣2025世界动力电池大会将于11月12日至13日在四 川宜宾召开。 届时，将有约800位来自世界动力电池产业链上最精锐的专家、学者、企业家、投资人、媒体人赶赴长 江第一城，在宜宾国际会展中心主会场汇聚，分享观点、碰撞思想、签约项目。 可以预见，那些围绕产业发展的政策、技术、趋势、项目将以文字、图片、声音和视频的形式迅速传播 至全球，给宜宾带来新一波影响力的高光。 站在新一届世界动力电池大会召开前夕回望，宜宾在全球能源变革和双碳目标"天时"下，以动力电池破 局，叠加"地利"和"人和"，建设成为动力电池之都的路径，不仅是宜宾的探索，它照见的，也是新能源 大时代，城市和产业革新的方向。 盛会为媒，产业崛 ...