以下文章来源于镜相工作室 ，作者镜相作者 镜相工作室 . 商业世界的风向与人 华人超市的 " 草根全球化 " , 完成了最小单元的出海。 文 ｜ 冯叶 编辑 ｜ 卢枕 来源｜ 镜相工作室（ID：shangyejingxiang） 封面来源 ｜ pixabay 你几乎可以在地球任何一个角落找到中国超市。这个"角落"，可以是旧金山湾区的拐角，或者柬埔寨首都金边的华人聚集区。 有时，"角落"偏僻到人们难以想象。比如，在中文互联网上几乎隐形的滨海萨凡纳，一座位于加勒比海岛国牙买加的海滨城市。为数不多的公开资料里，它 被描述为"抢劫、偷盗、谋杀和涉毒等犯罪活动频发"的危险区域，即便如此，数家中国超市依然在此扎根。 李明达曾在滨海萨凡纳的中超合伙九年，被问起远赴牙买加的契机时，他很笃定，"这都不用多问，99%在国外干超市的中国人，都是被亲戚朋友带过去 的"。 环球旅行者阿轲有着类似的观察。根据他的经验，在东南亚和拉美，做超市生意的华人尤其多。以阿根廷为例，公开数据显示，截至2023年，阿根廷一共有 10788家华人超市，在其首都布宜诺斯艾利斯，每两三个街区就能看到一家中国超市。 这种分布背后有着复杂的历史原因，阿轲的观察 ...

硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 以下文章来源于硬氪 ，作者欧雪 相变金属材料在制冷方案中 具备高能效、低噪音、便携和环保等优势。 文 ｜ 欧雪 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 封面来源 ｜ AI制图 硬氪获悉，元相科技近日完成数千万元人民币融资，本轮由Brizan领投，投后估值达亿级。资金将主要用于团队扩建、产品研 发、生产设备购置及前期市场拓展。据悉，本轮融资交割已于8月21日完成，下一轮融资预计将在首款产品众筹结束后启动。 元相科技是一家专注于相变金属材料（SMA）研发与应用的创新企业，聚焦制冷与制热技术的商业化落地。该材料在相变过程中 可实现热能与机械能的高效转换，其制冷性能系数（COP）理论值接近卡诺循环极限（实验室数据）。 公司由深圳市一晤未来科技有限公司孵化，为其独立运营的子公司，依托母公司在电机电控与智能硬件领域的技术积累与产业链 资源，元相科技正将相变金属材料从实验室推向商业化应用。公司创始人白睿曾任大疆创新电机控制团队负责人。 在接受硬氪采访时，白睿表示，公司切入相变金属材料领域，源于对制冷与制热行业痛点的洞察。"传统压缩机技术长期主导 ...

以下文章来源于三联生活实验室 ，作者傻狍子 三联生活实验室 . Never Bored 城市Cool Guy生活样本 看似是紧锣密鼓地学习， 实则是分秒必争的休息。 文 ｜ 傻狍子 来源｜ 三联生活实验室（ID：LIFELAB2020） 封面来源 ｜ unsplash 这几年，打工人经历了几轮旅行演变。 之前流行特种兵旅游，主打"5天征战欧洲8国"，结果累成美丽世界的无头苍蝇；紧接着，特种应激的打工人，开始尝试彻底享受，旅游就是花钱找个度假村 买服务，主打一站式出片。 但是，无论是高密度打卡还是直接躺平，对于一些最想要获得感的打工人来说，都是隔靴搔痒， 如今，他们开始研究跨国学艺了。 图源：赵葱葱葱姜鱼 清迈，这座泰国旅游城市，正以 "世界打工人兴趣班" 的姿态，成为这场跨国学艺运动的宇宙中心。 图源：陈小如啦啦啦 从泰拳、瑜伽到音疗冥想，从摇摆舞、银艺手作到泰餐、按摩，清迈的兴趣班早已自成宇宙。 有人本想做个按摩享受，结果反手考了张按摩师证；有人抱 着疗愈心态走进课堂，结业时却带走了一年的好心情。 所谓跨国学艺，就是利用"汇率差"进行一场文化套利， "用县城消费，学中产技能。" 跟出国留学不同，跨国学艺不卷 ...

Group 1 - Yu Donglai announced a personal sharing session for entrepreneurs, charging 500,000 yuan for a three-hour session, with plans for monthly sessions and additional learning opportunities at a cost of 1 million yuan per participant [3][4] - Iceland has confirmed the presence of mosquitoes for the first time, challenging the belief that it was the only mosquito-free country [4] - Mercedes-Benz is implementing a large-scale layoff plan, targeting 30,000 employees, with senior management receiving compensation of up to 500,000 euros [6] Group 2 - Li Jiaqi responded to claims of losing 2 billion yuan in one night during Double Eleven, calling the reports false [6] - The price of pork in China has decreased for ten consecutive weeks, with experts suggesting that prices may have reached their lowest point for the year [8] - Xiaomi's president, Lu Weibing, expressed optimism about the company's potential to enter the world's top 100 companies in the next five years, emphasizing the importance of chips and AI [11] Group 3 - Netflix denied rumors of acquiring Warner Bros. Discovery, reaffirming its stance against purchasing traditional media networks [12] - Ant Group's OceanBase announced a global expansion plan, accelerating its international strategy [12] - Apple is set to launch its first foldable iPad, with a projected price close to 3,000 USD, potentially delayed until 2029 due to engineering challenges [13] Group 4 - Hermes reported a 9.6% increase in third-quarter sales, with slight improvements in the Chinese market [14] - Samsung Electronics' stock price has surged 85% this year, contributing to Samsung Group's market value surpassing 900 trillion won for the first time [14] - Tesla reported third-quarter revenue of 28.1 billion USD, a 12% year-on-year increase, but a 37% decline in net profit [22] Group 5 - IBM's third-quarter revenue reached 16.33 billion USD, exceeding market expectations [23] - Tonghuashun reported a net profit of 704 million yuan in the third quarter, a 144.5% year-on-year increase [24] - Huawei launched the official version of HarmonyOS 6, enabling data transfer with Apple devices without using data [26]

Core Viewpoint - The article discusses the trend among young people to engage in DIY (do-it-yourself) projects as a means to save money, highlighting the potential pitfalls and time investments involved in this approach [4][9][23]. Group 1: DIY as a Cost-Saving Strategy - Many young individuals, like Li Zishan, attempt to save money by creating their own products, such as lip balm, using low-cost raw materials [7][10]. - The article provides examples of how DIY projects can appear to be cost-effective, such as making a tea table for under 200 yuan compared to a market price of 600-700 yuan [10]. - Li Zishan's experience shows that her homemade lip balm cost only about 3 yuan per stick, significantly less than the 30-40 yuan for store-bought versions, allowing her to save over 100 yuan in a winter season [7][11]. Group 2: Time vs. Money - The article emphasizes a shift in mindset among young people, who are willing to invest time to save money, contrasting the traditional view of "buying time with money" [16][23]. - DIY projects often require significant time investment, as seen in the case of Xiao Min, who spent over 12 hours making a doll's outfit, which, when calculated at her hourly wage, cost nearly 1,000 yuan [33]. - The time required for DIY projects can lead to frustration and realization that the effort may not be worth the savings, as illustrated by Xiao Min's dissatisfaction with her sewing skills [34][44]. Group 3: The Reality of DIY - The article points out that while DIY can seem like a way to escape consumerism, it often leads to additional costs and challenges, such as health issues from prolonged sitting during crafting [29][31]. - Many individuals, including Mao Mao, find themselves accumulating materials and spending more than intended, contradicting the original goal of saving money [37][39]. - The narrative concludes that the true cost of DIY projects often includes not just materials but also the value of time and effort, leading to the realization that some expenses cannot be avoided [44].

Core Viewpoint - The article discusses the rising popularity of the sushi brand Sushi郎 in China, driven by its cost-effective strategy and the recovery of the Japanese cuisine market following previous controversies [11][13]. Market Context - The Japanese cuisine market in China is projected to reach a scale of 690 billion yuan in 2024, with a year-on-year increase of 2.2%, and is expected to recover to 700 billion yuan by 2025 [13]. - As of March 2025, the number of Japanese cuisine restaurants in China is expected to exceed 54,000, showing a slight increase [14]. Sushi郎's Strategy - Sushi郎's average consumer spending is 117.45 yuan, which, while not the lowest, is perceived as high value due to its pricing strategy [15]. - The brand frequently offers limited-time promotions, such as 8 yuan caramel foie gras and 8 yuan thick-cut salmon, to attract younger consumers [17]. Financial Performance - For the fiscal year 2025, Sushi郎's parent company FOOD&LIFE COMPANIES reported a revenue increase of 18.3% to 3,131.49 billion yen and a net profit increase of 74.3% to 180.72 billion yen [18]. - In the international market, Sushi郎's net sales increased by 41.2% to 931.05 billion yen, with a segment profit increase of 118.9% to 111.16 billion yen [19]. Expansion and Market Presence - Sushi郎 entered the Chinese market in 2021 and has since opened multiple locations, with Guangdong being its primary market, accounting for 36% of its stores [22][24]. - The brand has strategically avoided entering the highly competitive Shanghai market, focusing instead on regions like Guangdong where the demand for fresh ingredients and efficient logistics supports its business model [30]. Competitive Landscape - Other sushi brands like 滨寿司 and 元气寿司 are also expanding in China, with 滨寿司 having over 100 locations and 元气寿司 operating 51 locations, primarily in first-tier cities [32]. - Sushi郎 faces increasing competition as consumer acceptance of sushi grows, and the brand must innovate to maintain its market position [33]. Challenges Ahead - The brand's rapid popularity may lead to dilution of its "hype" as more stores open, and consumer expectations may shift as they become more accustomed to sushi [34]. - Global economic changes and rising costs of raw materials and labor may impact Sushi郎's operational strategies and profitability [35].

以下文章来源于智能涌现 ，作者富充 智能涌现 . 直击AI新时代下涌现的产业革命。36氪旗下账号。 帮助具身智能抵达落地"最后一厘米"。 文 ｜ 富充 编辑 ｜ 苏建勋 来源｜ 智能涌现（ID：AIEmergence） 封面来源 ｜ IC Photo 一句话介绍 深圳星际光年科技有限公司（以下简称"星际光年"）是一家硬件与操作系统全栈自研的灵巧手公司。企业近日发布的五指灵巧手Pantheon 22具有"臂手一 体"结构，其轻量小巧的手部设计在人机交互场景更具仿生形态与安全性。 星际光年新发布的产品Pantheon 22 图源：采访人提供 团队介绍 创始人兼CEO位德浩研究生毕业于清华大学，本科毕业于哈尔滨工业大学，在机器人领域累计发表多篇领域顶会ICRA，Nature系列、IEEE Trans系列等文 章。 位德浩具有5年灵巧手设计和控制经验。他曾任小米人形机器人研发中心算法工程师，参与灵巧手在汽车工业场景的应用；曾在字节AI Lab负责高精度数据 采集系统、机器人操作大模型开发。 星际光年目前具有两条产品线——Pantheon Hand系列与Gaia Hand系列。 其中，Pantheon Hand系列采取 ...

Core Viewpoint - The market has underestimated the long-term risks faced by TSMC, particularly from Intel's resurgence and potential policy changes in the U.S. that could impact TSMC's operations and competitive position [4][6][11]. Financial Performance - TSMC's stock price has surged over 50% in 2025, with a market capitalization exceeding $1.5 trillion, driven by strong earnings growth [5]. - In Q3 2025, TSMC reported a revenue growth of 30.3% year-on-year, surpassing Bloomberg's consensus estimate by 2.8 percentage points, with a net profit margin of 45.7% [6]. Competitive Landscape - Intel is set to launch its 18A process in H2 2025, which will directly compete with TSMC's 2nm process, potentially altering the competitive dynamics in the advanced semiconductor manufacturing space [7][8]. - TSMC currently holds a significant advantage with 74% of its revenue coming from advanced processes below 7nm, while Intel's advanced processes are still maturing [7]. U.S. Policy Risks - The U.S. government is pushing for domestic chip production, which could impose a 1:1 ratio requirement for chips produced in the U.S. versus imported chips, posing a compliance risk for TSMC [10][11]. - TSMC has committed to significant investments in the U.S., including $650 billion for three fabs and an additional $1 trillion for further facilities, to mitigate potential policy impacts [11]. Market Dynamics - TSMC's revenue from North America accounted for 70% of its total revenue in 2024, indicating a heavy reliance on the U.S. market, which could be affected by new production policies [12]. - The competitive landscape is further complicated by Intel's collaborations with major chip designers like Nvidia, Apple, and AMD, which could challenge TSMC's market share [16]. Pricing Pressure - Samsung has initiated a price war in the chip foundry market, reducing its 2nm wafer prices to $20,000, which is 33% lower than TSMC's expected price of $30,000, potentially attracting cost-sensitive customers [17][18]. - TSMC plans to adjust prices for its advanced processes, but the competitive pricing from Samsung could pressure TSMC's margins in the long run [17]. Market Reaction - Despite facing multiple headwinds, TSMC's stock has reached historical highs, attributed to strong earnings growth and a favorable market environment driven by AI demand [20][21]. - TSMC's price-to-earnings ratio has increased significantly, reflecting market confidence in its short-term performance, but raises concerns about long-term valuation sustainability [23].

Core Viewpoint - OpenAI has launched ChatGPT Atlas, a new browser that integrates ChatGPT capabilities, aiming to enhance user experience by combining web browsing and AI assistance [4][6][36]. Group 1: Product Features - Atlas is designed to be a comprehensive browser built around ChatGPT, featuring memory and agent capabilities to assist users in various tasks [6][9]. - The memory function allows ChatGPT to remember the context of websites visited, enabling users to retrieve information easily [7][8]. - The agent mode allows ChatGPT to autonomously complete multi-step tasks, such as preparing shopping lists or summarizing documents [31][35]. Group 2: User Experience - Users can interact with ChatGPT through a sidebar while browsing, allowing for real-time assistance and content summarization [8][19]. - The browser supports various functionalities, including text optimization and summarization of video content, enhancing productivity [23][25]. - Users have control over privacy settings, including the ability to clear browsing history and manage what ChatGPT remembers [9][11]. Group 3: Competitive Landscape - Atlas positions itself against existing AI browsers, such as Dia, which was recently acquired by Atlassian for $6.1 billion, indicating a competitive market for AI-integrated browsing solutions [40][41]. - The development of Atlas is led by Ben Goodger, a key figure in Chrome's development, highlighting the expertise behind the product [37]. Group 4: Strategic Direction - OpenAI is shifting from a "super app" model to a product matrix approach, allowing different products to specialize in various user needs [41][42]. - This strategy aims to optimize user experience by clearly defining the roles of different applications within the OpenAI ecosystem [42].

10月22日，金州勇士VS洛杉矶湖人的超级对决引爆了全球球迷的热情。但今年的揭幕战，不只是场上的较量那么简单。 想知道巴特勒能给勇士注入多少新能量吗？好奇斯玛特究竟能不能防住库里？东契奇和艾顿的挡拆组合到底有多可怕？在过去，这些问题可能只能靠教练 直觉、解说员 " 感觉 " 来回答。 但今年有点不一样了。NBA和亚马逊云科技在十月初宣布的重磅合作，在这个赛季，让我们第一次拥有了 " 上帝视角 " 。我们不再只能模糊地讨论"防守 强度"，而是可以通过 " 防守压力分数"实时量化斯玛特对库里造成的每一次压迫。我们也不再只惊叹于东契奇高难度后仰跳投的"不讲理"，而是能通 过"投篮命中率"科学计算出那一刻出手的真实成功概率。 那些我们一直说不清、道不明的篮球"神迹""玄学"，第一次拥有了可以被精确解读的"科学标尺"。 投篮命中率 发生在NBA的这一幕，是整个体育行业一场变革的缩影：真正的体育创新，早已超越了优化观赛体验的"呈现层"，而是深入到了对竞技本身的"内核层"解 码。体育，作为数字创新"最后一块大陆"的领域，它的不可预测性便是最难突破的点。 而亚马逊云科技正在尝试破解这个看似不可能的谜题。 要实现这一目标，行业 ...