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8点1氪:微信公关总监回应屏蔽元宝链接;vivo确认立项Vlog相机,对标大疆;贾国龙微博解禁,首发内容是速冻西兰花科普视频
36氪· 2026-02-05 00:09
Group 1 - WeChat's public relations director emphasized user experience and announced changes to the red envelope sharing mechanism to address user complaints about the Yuanbao app [4] - Vivo confirmed the internal project for a Vlog camera aimed at competing with DJI's Pocket series, expected to be released in 2026 [4] - JD's Qixian Xiaochu became Beijing's first officially registered online meal service for the elderly, providing a new dining option for seniors [7] Group 2 - Novo Nordisk reported that sales of its flagship product, semaglutide, reached approximately 250.84 billion yuan in 2022, with a year-on-year growth of over 10% [8] - The U.S. stock market showed mixed results, with AMD experiencing a significant drop of over 17%, marking its worst single-day performance since 2017 [5] - Panasonic announced potential layoffs could expand to 12,000 employees as part of its restructuring efforts [10] Group 3 - The National Healthcare Security Administration of China is conducting collective interviews with mental health insurance institutions to strengthen management and combat misuse of insurance funds [9] - Multiple small and medium-sized banks in China have announced increases in deposit rates ahead of the Spring Festival, while some banks have opted to lower rates [11][12] - Walmart's market capitalization surpassed $1 trillion, with its stock price increasing over 24% in the past year [12] Group 4 - HP's CEO Enrique Lores will take over as CEO of PayPal, aiming to enhance execution efficiency and advance existing strategic initiatives [13] - The 3D printing industry in China is experiencing growth, with several listed companies reporting increased performance and expanding applications across various sectors [13] - Tesla is reportedly still working on integrating Apple's CarPlay into its vehicles, despite previous speculation that the project had been abandoned [15]
磁悬浮输送线第一梯队,FRT无线供电技术行业领先,这家公司完成首轮千万元融资丨早起看早期
36氪· 2026-02-05 00:09
Core Viewpoint - The article discusses the recent Pre-A round financing of Kunshan Nabowang Precision Technology Co., Ltd., highlighting its advancements in magnetic levitation technology and its strategic focus on software integration for smart manufacturing solutions [5][9]. Company Overview - Kunshan Nabowang was established in 2018 and is headquartered in Kunshan, Jiangsu Province. The founder, Tom, has extensive experience in the industrial automation sector, having held senior positions in globally recognized companies [5]. - The company has developed a complete product system around magnetic levitation flexible track transmission systems, achieving a "soft and hard integration" design [5]. Technology and Product Development - Nabowang has made breakthroughs in the full-stack technology development of magnetic levitation conveying systems, mastering core technologies such as drivers, encoders, controllers, and wireless power supply systems [5][8]. - The company's leading wireless power technology (FRT) is identified as a significant competitive advantage [5]. Market Potential - The market for magnetic levitation flexible transmission lines is expected to exceed 11 billion yuan by 2029, driven by growth in key industries such as energy storage, AI, and various manufacturing sectors [7]. - The company aims to build an application-oriented product chain by mastering key component technologies and focusing on software as a core competitive advantage [7][8]. Competitive Landscape - The competition in the industry is characterized by immature technologies and homogenization, which may impact overall development. Nabowang's competitive advantages lie in cost-effectiveness, applicability, and differentiated technology [9]. - Investors from Zhongxin Capital and Guotai Junan Innovation Investment express confidence in Nabowang's future, emphasizing its role in the construction of "black light factories" in Industry 4.0 [9].
Clawdbot开始雇佣人类:2万人排队卖身,时薪狂飙3500
36氪· 2026-02-05 00:09
Core Viewpoint - The emergence of RentAHuman.ai signifies a paradigm shift in the relationship between AI and humans, where AI can now "hire" humans for tasks, reversing the traditional employment dynamic [12][92]. Group 1: Overview of RentAHuman.ai - RentAHuman.ai allows humans to register and list their skills, enabling AI to hire them for various tasks, with hourly rates reaching up to $500 [7][10]. - The platform gained immense popularity, with over 23,000 registrations within 48 hours, indicating a diverse user base including gig workers, CEOs of AI startups, and students [16][17]. - The site operates as a marketplace where humans can "offer" themselves for AI to utilize in tasks that require physical presence or real-world interaction [25][28]. Group 2: Functionality and User Experience - Users create profiles detailing their skills, location, and pricing, allowing AI agents to directly call upon them for tasks [33][34]. - The platform emphasizes a straightforward payment process, with funds transferred directly to users without the complexities of traditional employment [30]. - Tasks available on the platform include physical tasks, meetings, errands, research, and more, with the highest-paying task being to hold a sign for AI [43][47]. Group 3: Cultural and Societal Implications - The concept of humans becoming "programmable resources" raises questions about the future of work and the evolving role of humans in an AI-driven world [91][97]. - The platform's success reflects a growing trend where AI is not just a tool but an entity that can engage human labor for tasks it cannot perform itself [92][96]. - The phenomenon has sparked discussions about the implications of AI hiring humans, with some viewing it as a potential solution to employment challenges, while others see it as a concerning development [94][95].
微信还是守住了「不打扰用户」的底线
36氪· 2026-02-04 13:38
Core Viewpoint - The article discusses the internal conflict within Tencent regarding the WeChat ecosystem and the impact of WeChat's ban on the Yuanbao red envelope activity, highlighting the challenges of balancing user experience and compliance with platform rules [5][12][13]. Group 1: Incident Overview - On February 4, WeChat blocked direct links to the Yuanbao red envelope activity, citing violations of its external link content management regulations related to "induced sharing" [5][10]. - Users must now perform cumbersome actions to access the red envelope, which disrupts the user experience and engagement [14]. Group 2: Yuanbao's Response - Yuanbao publicly acknowledged the issue and stated it is optimizing its sharing mechanism to enhance user experience [6]. - The company aims to ensure that the red envelope activity does not violate WeChat's guidelines while still attracting users [11]. Group 3: Internal Dynamics at Tencent - Tencent's internal discussions revealed concerns about the compliance of the Yuanbao red envelope activity with WeChat's rules, indicating a need for careful evaluation of user experience versus regulatory compliance [11]. - The company recognizes the importance of maintaining its credibility in managing third-party links while trying to innovate and attract users [12]. Group 4: Market Implications - The ban on Yuanbao's red envelope is seen as a significant setback for its 10 billion yuan promotional campaign, raising questions about the sustainability of user acquisition through such methods [13][15]. - The article suggests that Yuanbao must focus on product strength and user engagement beyond monetary incentives to retain users in a competitive landscape [15].
逐际动力创始人张巍:不跟风、不内卷,我们在「造新物种」
36氪· 2026-02-04 13:38
具 身智能赛道火热, 逐际动力获2亿美金融资 。 过去的2025年,什么赛道最火? 毫无疑问,具身智能。 根据投中嘉川数据,2025年全年,具身智能领域共有168家企业获得融资,融资规模共计329亿,同比大涨291% 。 资本的热度烧到了2026年,仅在开年 的一个月内,国内具身智能领域又披露了近20起融资,金额在数亿人民币的屡见不鲜。 2025年,"具身智能"作为前瞻布局的未来产业,被写入"十五五"规划建议中,其明确提出推动具身智能等成为新的经济增长点。近日,工信部表示以人形 机器人为小切口带动具身智能大产业发展。 然而,繁花似锦中,"寒冬论"、"泡沫论"悄然滋生。技术路线未收敛、商业路径难闭环、应用场景找不到,再配合上高昂如天价的企业估值……"2026下 半年"成为不少行业人士心中的"具身智能寒冬"。 当然也有例外。 "那当然不了,这咋寒冬啊?我不认为2026年是什么寒冬,反而是具身落地的元年。今年会有各种细分场景的POC(Proof of Concept)验证,跑出来的 27年会规模化起量。"逐际动力创始人张巍告诉36氪。 是的,在所有具身智能创业公司中,逐际动力始终是极特别的玩家。 年初,中共中央政治 ...
AI洪流先漫过短剧,再浸入游戏丨2026前瞻
36氪· 2026-02-04 13:38
Core Viewpoint - The article discusses how AI is reshaping the content industry, particularly through the emergence of AI-driven content formats like "AI Manhua" (AI comics), and the impact on traditional sectors like gaming, highlighting both opportunities and challenges in 2025 and beyond [5][8]. Group 1: AI Manhua - AI Manhua has rapidly emerged as a new content format, significantly supported by AI technology, which has lowered barriers and costs while enhancing efficiency [9][10]. - In December 2022, Douyin's platform saw daily consumption of Manhua exceed 20 million yuan, a staggering 568% increase compared to the first half of the year [6]. - The AI Manhua industry is projected to grow to 20 billion yuan by 2025, surpassing one-third of the traditional film industry's scale [6]. - The development of AI Manhua has outpaced that of short dramas, achieving a production rate of 300 to 500 episodes per day by mid-2025, comparable to traditional animation output [10][12]. - The industry is expected to see a significant increase in quality and quantity in 2026, with the potential for blockbuster hits [12][13]. Group 2: Gaming Industry - AI has permeated the entire game production process, with companies exploring its application for efficiency and innovation [22][23]. - Major gaming companies are focusing on practical applications of AI rather than fully embracing AI-native games, prioritizing efficiency improvements in areas like art and localization [23][24]. - The gaming industry is currently experiencing a surplus of content, making it increasingly difficult for new titles to succeed, thus raising the bar for quality and innovation [27]. - Game IP management is seen as a crucial strategy for sustaining player engagement and emotional connection, with a focus on long-term brand loyalty over immediate commercial gains [28].
「800元一颗的天价菠萝,俺不中了」
36氪· 2026-02-04 13:38
Core Viewpoint - The article discusses the recent trends in the high-priced fruit market, highlighting the rapid price fluctuations and the emergence of new premium fruits like black strawberries and pink pineapples, which have gained significant consumer attention and sales despite their high prices [4][33]. Group 1: Price Trends - The price of Chilean cherries has dropped significantly, from 99.9 yuan/kg to 79.9 yuan/kg within a few weeks, showcasing the volatility in fruit pricing [5][6]. - Black strawberries, a new premium fruit, are priced around 600 yuan/kg, with individual pieces selling for as much as 300 yuan [18][10]. - Pink pineapples have also gained popularity, with prices reaching 800 yuan per piece, and some gift boxes priced at 2458 yuan [22][27]. Group 2: Consumer Behavior - Consumers are increasingly drawn to unique and visually appealing fruits, with the perception that unusual colors and high-end names correlate with higher prices [39][40]. - The article notes that despite high prices, there is still strong demand for these premium fruits, as evidenced by sales data showing high volumes sold [19][30]. Group 3: Market Dynamics - The emergence of high-priced fruits is attributed to their rarity and the marketing strategies employed by sellers, which emphasize their nutritional benefits and exclusivity [48][49]. - The article mentions that the cultivation of black strawberries is limited, with lower yields compared to traditional varieties, contributing to their high market price [54][55]. - Historical examples, such as the price drop of sunshine grapes from over 300 yuan/kg to more affordable prices due to increased supply, illustrate the potential for price normalization in the fruit market [60][66]. Group 4: Future Outlook - There is an expectation that as cultivation techniques improve and supply increases, the prices of currently high-priced fruits like black strawberries may eventually decrease [75][76]. - The article suggests that the fruit market is evolving, with competition now focusing on sensory experiences and social value rather than just taste [69][70].
自断主营业务、营收砍半,一家老牌OEM扫地机器人公司的转型豪赌|Insight全球
36氪· 2026-02-04 09:39
以下文章来源于硬氪 ,作者欧雪 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 ILIFE曾是一家年出货量超200万台的扫地机器人代工厂。2024年,其决定彻底终止代工业务,全面转向自主品牌。2025年,该品牌在速卖通平台销售额同比增长超 300%,在波兰市场突破千万美元,平均每10个家庭就有一个使用其产品。ILIFE的路径很好地展现了中国制造从代工出口向品牌出海的转变。 文 | 欧雪 编辑 | 袁斯来 来源| 硬氪(ID:south_36kr) 封面来源 | 企业官方 在波兰,每10个家庭中,就有一个使用着来自中国的扫地机器人品牌ILIFE。 2025年,ILIFE在阿里旗下跨境电商平台速卖通(AliExpress)上的销售额同比增长超过300%, 仅波兰单一市场便突破千万美金大关。 而在2025年海外"双 11"期间,其速卖通销售额首次超过亚马逊,标志着品牌渠道结构发生关键转折。 这个数字背后,是一场不留余地的豪赌。 它的前身是深圳一家典型的OEM代工厂,曾为科沃斯、德国Lukas等十余家海内外品牌代工,高峰期年出货量超过200万台。 之后,公司作出战略决断:彻 底砍掉代工业务,All in自主 ...
日薪3000的「游戏陪玩」,正疯狂捞金
36氪· 2026-02-04 09:39
Core Insights - The article discusses the explosive growth of the gaming companion market driven by the game "Delta Action," which has significantly impacted the industry and created new revenue streams for players and clubs [5][12][15]. Group 1: Market Dynamics - The gaming companion market is experiencing unprecedented growth, with some clubs reporting monthly revenues exceeding 100 million RMB due to the popularity of "Delta Action" [12][15]. - Players can earn substantial incomes, with some full-time companions making over 6,000 RMB per month, and top-tier players charging around 300 RMB per hour for their services [8][9]. - The game "Delta Action" has achieved remarkable user engagement, surpassing 41 million daily active users (DAU) [15][18]. Group 2: Business Models - The article highlights two primary business models within the companion market: "running knives" and "escort services," both of which cater to different player needs and income levels [26][30]. - "Running knives" involves players accumulating in-game currency (Haf coins) for clients, while "escort services" provide a more interactive experience where companions assist players in achieving game objectives [30][31]. - The exchange rate for Haf coins is approximately 1:30 with RMB, creating a lucrative market for both players and service providers [25][26]. Group 3: Industry Challenges - The companion industry operates in a gray area, facing regulatory risks and potential backlash from game developers regarding non-standard gaming behaviors [45][46]. - The rise of the escort service model has led to concerns about fairness and the potential for creating a divide between casual players and those who can afford to pay for enhanced gaming experiences [50][51]. - The article notes that the industry is evolving, with a shift towards more professionalized and capitalized service offerings, indicating a potential future where these services may become fully regulated [59][60].
最懂iPhone相机的人,回到苹果了
36氪· 2026-02-04 09:39
Core Viewpoint - The article discusses the return of Sebastiaan de With to Apple, highlighting his significant contributions to iPhone photography and the implications of his return for the future of iPhone imaging technology [6][9][12]. Group 1: Sebastiaan de With's Background and Contributions - Sebastiaan de With, known for developing the photography app Halide, has a history with Apple, having worked on key projects like Mobile Me and iCloud [9][10]. - His team, Lux Optics, has developed award-winning photography applications, including Halide and Spectre Camera, which have received accolades for their design and functionality [10][12]. - De With has maintained a tradition of evaluating iPhone imaging capabilities annually, providing insights into the evolution of Apple's camera technology [12][13]. Group 2: iPhone 17 Pro Camera System - The iPhone 17 Pro features significant upgrades, including a new long-focus lens with a 56% larger sensor area and 48 million pixels, allowing for an optical-grade 8x zoom [18][19]. - The front camera has been upgraded to a square sensor, enhancing the "Center Stage" feature, which automatically frames subjects in the center of the shot [20][23]. - The rear camera system is described as powerful, with three 48 million pixel lenses, providing extensive creative freedom for users [26][29]. Group 3: Performance and Image Quality - The main camera's recent focusing distance has been criticized, as it struggles to switch effectively between modes, impacting the quality of close-up shots [29][30]. - The 2x mode of the main camera shows noticeable improvements in clarity and reduced digital artifacts, attributed to advanced deep learning techniques [31][33]. - The overall image system has improved color consistency and smoother zoom transitions, enhancing the user experience [34][36]. Group 4: Video Capabilities - The iPhone 17 Pro's video features are highlighted as being on par with professional cinema cameras, offering advanced specifications like Genlock and ProResRAW [70][73]. - These capabilities position the iPhone as a versatile tool for both casual users and professionals, enabling high-quality video production [71][73]. Group 5: Material and Software Changes - The return to aluminum materials is noted for improved heat dissipation during intensive use, enhancing the device's durability [75]. - The introduction of iOS 26 brings significant changes to the camera application and overall user experience, although initial updates have faced performance issues [76][77]. Group 6: Professionalism in Design - The iPhone 17 Pro is positioned as a professional-grade device, akin to a DSLR, emphasizing the importance of advanced features for creative expression [82][84]. - The article suggests that while the device may lack some of the aesthetic qualities of previous models, its focus on professional capabilities represents a positive evolution in Apple's product line [81][82].