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Kimi海外收入已超国内,要做「Anthropic + Manus」丨36氪独家
36氪· 2026-01-31 09:08
以下文章来源于智能涌现 ,作者邓咏仪 智能涌现 . 直击AI新时代下涌现的产业革命。36氪旗下账号。 文 | 邓咏仪 编辑 | 苏建勋 继续冲击模型智能上限, 明确生产力工具定位。 来源| 智能涌现(ID:AIEmergence) 封面来源 | AI生成 1月,一个疯狂的模型大更新季度刚刚过去,刚刚发布新模型K2.5的Kimi,来到一个关键节点。 "智能涌现"获悉,近期Kimi在和投资人的沟通中表示,公司的海外收入已超过国内收入,新模型K2.5发布后,全球付费用户已有 4倍增长。 这一变化恰好发生在新一代模型K2.5发布后的短短几天内。 继上一代模型K2发布会后,K2.5继续引发了海外热潮。在Openrouter上,K2.5的排名已经来到第三位,仅次于Claude Sonnet 4.5和Gemini 3 Flash。 事实上,前一代模型K2发布后,Kimi从10月开始商业化,进程已经算很快。 从K1.5到K2.5,Kimi这一年的模型迭代路径非常清晰:如何让AI更像一个真正的智能体,而不仅仅是一个聊天机器人。 如果说,K1.5时代,Kimi还是专注在让模型能够理解和生成更长的文本;K2是"Scale step ...
福建「豪门」,打响继承之战
36氪· 2026-01-31 09:08
Core Viewpoint - The article discusses the generational transition in family businesses among Fujian entrepreneurs, highlighting the challenges faced by the second generation as they take over leadership roles in a competitive and changing market environment [5][6][7]. Group 1: Leadership Transition - Xu Shihui, founder of Dali Food Group, has retired, passing the presidency to his daughter Xu Yangyang, who has been groomed for this role over the years [6][7]. - Similarly, Cao Dewang, founder of Fuyao Group, has stepped down as chairman, handing over the reins to his son Cao Hui, who has been prepared for leadership through international experience [6][10]. - The trend of generational handover is becoming more common among Fujian private enterprises, with several second-generation leaders taking charge of their family businesses [7][8]. Group 2: Challenges of Succession - The second generation faces intense pressure to meet the expectations set by their predecessors, often leading to a struggle between personal ambition and familial duty [5][16]. - The article notes that many second-generation entrepreneurs are hesitant to take over, with some preferring to pursue their own ventures instead of stepping into established family businesses [8][10]. - The transition is often marked by conflicts, as seen in the case of Cao Hui, who initially resisted taking over Fuyao but eventually agreed under his father's insistence [10][11]. Group 3: Business Performance and Strategy - Dali Food's revenue peaked at 22.294 billion yuan in 2021 but has since declined, with 2023 revenue reported at 18.86 billion yuan, indicating significant challenges for Xu Yangyang as she takes over [22][24]. - Fuyao Group, under Cao Hui's leadership, reported a revenue of 21.45 billion yuan in the first half of 2025, showing a double-digit growth, but maintaining this growth will be a key challenge [27]. - The article highlights the strategic shifts required by the new leaders, such as Xu Yangyang's attempts to innovate Dali's product lines in response to changing consumer preferences [24][22]. Group 4: Cultural and Structural Dynamics - The article emphasizes the traditional approach of family succession in Fujian, where leadership is typically passed down to the eldest son, reflecting deep-rooted cultural practices [8][10]. - The concept of family alliances through marriage is also discussed, showcasing how Fujian entrepreneurs are forming strategic partnerships to strengthen their business networks [30][31]. - The establishment of family offices among Fujian businesses is noted as a modern strategy to manage wealth and address succession issues, indicating a blend of traditional and contemporary approaches to business continuity [32][34].
欲望失控的Z世代,海绵宝宝成性幻想对象了?
36氪· 2026-01-31 01:21
Group 1 - The article discusses the emerging trend of "Clear-coding" in dating among Generation Z, emphasizing direct communication about expectations and boundaries from the start of relationships [6][8] - The report highlights a revival of "office romances" as dating apps become less appealing, with over 70% of users feeling exhausted by the swiping culture [8] - A new social gathering trend called "admin night" is gaining popularity, where friends meet to tackle personal administrative tasks together, reflecting a shift in social interactions [12][14] Group 2 - Lululemon's new campaign for the 2026 Spring Festival showcases a blend of Eastern aesthetics and the theme of finding new experiences within repetition, appealing to diverse demographics [18][20] - Alo Yoga plans to open two flagship stores in Beijing and Shanghai, indicating confidence in the high-end lifestyle market in China, while also facing potential challenges in adapting to local consumer preferences [23][25] - MUJI's new flagship store in Chengdu integrates local cultural elements into its design and product offerings, aiming to resonate with the community and enhance customer experience [26][28] Group 3 - Pinterest's 2026 trend forecast predicts a shift towards "Gummy Aesthetic" and "Glamoratti," reflecting a desire for comfort, boldness, and personal expression in various lifestyle sectors [30][32] - The article notes the rise of unique IPs, such as G-Dragon's cat Zoa, which combines fashion and storytelling, aligning with current consumer interests in personalized and relatable content [33][35] - Pornhub's annual report reveals evolving sexual preferences, with a notable increase in searches related to diverse sexual identities and fantasies, indicating a broader acceptance of non-traditional relationships [36][39] Group 4 - The return of GQ magazine, now titled "Elite GQ," focuses on blending global fashion with Chinese cultural aesthetics, reflecting changes in editorial direction and partnerships [45][47] - The popularity of a new down jacket from Sam's Club, which sold out quickly, highlights a consumer shift towards practicality and value in winter apparel amidst rising prices in the market [53][56] - Alex Honnold's successful free solo climb of Taipei 101 marks a significant achievement in extreme sports, drawing global attention and showcasing the intersection of adventure and media [62][67]
大厂芯片业务前负责人创业AI CPU,拿下头部基金融资,已量产出货15万颗|早起看早期
36氪· 2026-01-31 01:21
以下文章来源于硬氪 ,作者彭丽 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 新一代芯片定位端侧智能化, 瞄准300亿参数大模型。 文 | 彭丽 编辑 | 袁斯来 来源| 硬氪(ID:south_36kr) 封面来源 | 企业官微 近日,基于RISC-V架构研发和销售下一代AI CPU芯片的企业 " 进迭时空 " 完成数亿元B轮融资,我们总结了本轮融资信息和该公司几大亮点: 融资金额及投资机构 融资轮次: B轮 融资规模: 数亿元人民币 投资方:包括中国互联网投资基金、北京AI基金、华夏恒天、农银国际、光远资本等,老股东顺禧基金、君联资本、经纬创投、联想创投、Brizan Ventures、余杭国投等持续追投 公司从端边再逐步升级满足云计算应用领域,从泛机器人、行业计算、生态市场等中高端市场切入,利用团队已有成熟资源迅速打开市场,之后逐步向AI PC、大模型推理、具身智能、云计算CPU等高端芯片应用场景渗透。 团队背景 资金用途: 公司将加速推进算力芯片的迭代演进,确保每年推出一代新芯片,性能提升3-10倍。另外,资金将用于加速芯片的市场化推广和产业应用。 公司基本信息 成立时间: 2021年11 ...
9点1氪:特朗普宣布下任美联储主席提名人选;广东连续8年成为第一生育大省;“黑白颠周媛”被立案调查
36氪· 2026-01-31 01:21
Group 1 - The article discusses the nomination of Kevin Warsh by President Trump to replace Jerome Powell as the next Chairman of the Federal Reserve, highlighting Warsh's previous hawkish stance on monetary policy and recent support for Trump's tariff policies and accelerated interest rate cuts [3] - Warsh was the youngest member of the Federal Reserve Board when he joined in 2006 and was previously considered for the Chairman position before Powell was ultimately nominated [3] Group 2 - The article mentions the legal process for appointing the Federal Reserve Chairman, which requires the President's nomination to be approved by the Senate [4]
丰田全方位战略:保留内燃机的觉悟
36氪· 2026-01-30 13:35
Group 1 - Toyota is committed to maintaining the total number of internal combustion engines until 2030, emphasizing the continued relevance of engines in the automotive industry [4][10] - The company plans to develop various high-power engines and increase local production of core components in the U.S. to meet rising demand for hybrid vehicles [10][13] - In response to stringent environmental regulations, Toyota's upcoming GR GT supercar will feature a 4-liter V8 engine and will be developed independently, marking a shift from previous collaborations [6][9] Group 2 - In the U.S., hybrid vehicles accounted for approximately 13% of new car sales from July to September 2025, indicating strong market demand [13] - Toyota's new SUV, RAV4, will be produced locally in North America, with plans to increase the production of hybrid models and components domestically [14][15] - The company is facing challenges in the Chinese market, where it plans to focus on developing models specifically for local consumers, such as the bZ3X electric SUV [17][18] Group 3 - Toyota's R&D expenses for the fiscal year 2024 are projected to be 1.3 trillion yen, reflecting the increased costs associated with a comprehensive power source strategy [21] - The company is collaborating with NTT on AI and communication infrastructure to enhance safety and with Waymo for advancements in autonomous driving technology [21] - A new business model is necessary for Toyota to navigate the evolving automotive landscape and maintain competitiveness [22]
荣膺权威年度车奖项,一台电动车如何建立信任标杆?
36氪· 2026-01-30 13:35
当一台车能够在极严苛的使用场景中 反复验证这一点,它的价值本身就已经成立。 电动车市场已经不再缺少看起来很强的产品。更快的加速、更大的屏幕、更复杂的功能,几乎已经成为这个时代的默认配置。 但当这些指标被不断刷新,一个更现实的问题被推到台前: 当环境变得复杂、条件不再理想,一台车还能不能保持稳定、可控、可信? 在这样的语境下,行业评选与用户投票的意义显得愈发有价值。 近期,奥迪 E5 Sportback 在多个年度车评选体系中获得关注与认可:先斩获专业评审主导的 CCOY"2026 中国年度车 " 大奖,后又在全民参与为机制的 微博年度车评选中,连续斩获 2025 微博年度车型( Weibo Car of the Year )、 2025 微博年度影响力车型( 2025 Weibo Annual Influential Vehicle )两项大奖。 左右滑动查看更多 不同的评价体系指向的是同一个问题: 在一众新势力与豪华纯电产品中,为什么是奥迪 E5 Sportback ? 行业进入电动化时代 车的信任如何建立? 在电动化时代,汽车信任的基础正在发生变化。 过去,人们判断一台车是否可靠,往往看发动机、变速箱等成 ...
中国投资者去年买走全球近十分之一黄金
36氪· 2026-01-30 13:35
以下文章来源于21世纪经济报道 ,作者21记者 21世纪经济报道 . 权威、专业、深度、有趣!用经济思维看世界。 互联网新闻信息服务许可证编号:44120180007 李蓓解释,这并非直接看空黄金,黄金未必会跌,可能在高位震荡,但机会成本极高,未来两年中国顺周期蓝筹或迎来大牛市,持有黄金将错失更大机 会。更重要的是,人民币升值背景下,人民币计价的黄金可能下跌,进一步降低投资价值。对普通投资者而言,跟风追涨不可取,需警惕高位震荡与汇率 波动的双重风险。 此前,美国银行将其短期黄金目标价上调至6000美元/盎司。美银分析师迈克尔·哈特内特在给客户的报告中写道:"历史虽不能预测未来,但回顾四次黄 金牛市,价格平均在43个月内暴涨约300%,据此推算,黄金有望在2026年春季触及6000美元/盎司。" 投资观点总是见仁见智,有人认为当前金价已透支上涨空间,存在估值泡沫;也有人看好黄金长期配置价值,认为新高只是起点。面对市场上的种种声 音,1月29日,世界黄金协会中国区CEO王立新在2025年全年《全球黄金需求趋势报告》媒体发布会上表示,市场始终存在多元的声音,不同投资者的风 险偏好、策略目标和分析视角各不相同,这十分 ...
金银之后,会轮到铜吗?
36氪· 2026-01-30 13:35
以下文章来源于东针商略 ,作者东针商略 东针商略 . 聚焦科技趋势,分享商业新知,关注世界变化,一起思考有价值的内容,在沸腾的时代里,并肩成长。 文 | 苏莱1984 来源| 东针商略 (ID: dongzhen-value ) 封面来源 | pexels 单纯的周期性商品,变成具有战略意义的资产,是最大的变化之一。 当前的市场,正处于认识这一巨变的剧烈摩擦期,价格的所有纠结和震荡,都源于此。 金银和铜,为何会被点燃? 黄金价格飙涨,突破了每盎司5500美元的历史性关口,白银也随之起舞。 市场一片喧哗,谈论着"避险"、"货币属性"和"历史新高"。 贵金属大涨之后,是不是 该轮到铜这样的工业金属"补涨"了? 紧接着,一个熟悉的问题被提了出来,按照过去的市场剧本,贵金属大涨之后,是不是该轮到铜这样的工业金属"补涨"了? 今天,我想和大家聊聊这个问题。 我认为这次的情况,与人们普遍认为的"板块轮动"或"补涨"有所不同。 铜这个工业金属,价值有变化了。 驱动它的力量,和推高金银的力量有一部分是重合的,但铜还会显得复杂一些。 表面上看,金银(尤其是黄金)和铜完全不同,一个是几乎没用的避险金融资产,一个是到处都要用的工业 ...
AI语音输入法,人类进入「不打字」时代
36氪· 2026-01-30 13:35
Core Insights - The article discusses the rapid rise of AI voice input technology, highlighting its potential to revolutionize the way people interact with devices, moving from traditional typing to voice commands [6][21][32]. Group 1: Industry Trends - Starting from the second half of 2025, AI voice input methods are expected to become a significant trend, with major players like Sogou and emerging startups like Typeless leading the charge [6][21]. - Sogou's voice input boasts a recognition rate of 98% and an average daily usage of nearly 20 billion times, indicating its dominance in the industry [6][15]. - The financing of Wispr Flow has reached $81 million, with a valuation of $700 million, showcasing investor interest in this sector [6]. Group 2: Performance Metrics - AI voice input methods are reported to be significantly faster than traditional typing, with speeds reaching up to 250 words per minute for voice input compared to 130 words per minute for top typists [12][15]. - Studies indicate that voice input is approximately three times faster than typing, with error rates for voice input at 6.67% compared to 17.73% for keyboard input [14][15]. - Newer voice input technologies, such as those from Typeless and LazyTyper, claim to be four to seven times faster than typing, with accuracy rates around 97.8% [15][18]. Group 3: User Experience - Users report a significant shift in their input habits, with many transitioning from typing to voice input within a short period, citing time savings and increased efficiency [7][34]. - Voice input can function effectively even in low-noise environments, with Sogou claiming a 97% accuracy rate at sound levels as low as 20 decibels [18]. - The technology allows for more natural interaction, enabling users to express complex thoughts in a single voice command rather than multiple typed inputs [35][36]. Group 4: Future Outlook - The article suggests that AI voice input could evolve into a "super entry point" for applications, potentially integrating across different platforms and enhancing user interaction [22][23]. - There is a belief that voice input will eventually replace traditional typing methods, as it aligns more closely with natural human communication [27][32]. - The anticipated advancements in AI voice technology could lead to a future where dedicated input methods are no longer necessary, as systems become more intuitive and capable of understanding user intent [26][36].