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8点1氪:南京博物院发布致歉信;自嗨锅关联公司濒临破产;特斯拉售后建议“剩100公里去充电”
36氪· 2026-02-10 00:12
Group 1 - The Jiangsu Provincial Government's investigation into the Nanjing Museum's management of donated cultural relics involved extensive data collection, including interviews with over 1,100 individuals and the review of more than 65,000 documents [4] - The investigation specifically traced the whereabouts of five donated artworks, including the "Jiangnan Spring" scroll, and identified potential misconduct during the transfer and circulation of these artworks [4] - Following the investigation, the Nanjing Museum issued an apology for the issues identified in the management of the donated relics [4] Group 2 - A company associated with the self-heating pot brand, Hangzhou Jinlingyang, is facing bankruptcy, with its legal representative restricted from high consumption due to significant financial liabilities exceeding 1.4 billion yuan [6] - The company has multiple enforcement records and has been involved in labor disputes, leading to its current financial difficulties [6] - The legal representative has connections to 16 related companies, with only three currently operational [6] Group 3 - Tesla's Full Self-Driving (FSD) technology does not have a specific launch date in China, but local training centers have been established to support its deployment [10] - The company is facing scrutiny over incidents of sudden power loss in its vehicles, raising concerns about the reliability of its electric control systems as early models exit warranty periods [7][10] Group 4 - A new e-commerce product featuring a gold phone case priced at 139,999 yuan has gained attention, offering a promotional iPhone with the purchase [8] - The product is made of Au99.99 gold and comes in various weights, with specific limitations on wireless charging due to potential overheating issues [8] Group 5 - Memory prices are projected to surge by 80%-90% by the first quarter of 2026, driven by a significant increase in DRAM prices for general servers [9] - The price of 64GB RDIMM contracts has reportedly risen from $450 in the previous quarter to over $900, with expectations of surpassing $1,000 in the second quarter [9] Group 6 - Apple is preparing to celebrate its 50th anniversary, with CEO Tim Cook confirming that plans are underway, although specific details have yet to be disclosed [11] - The company is reflecting on its historical impact and the value it has created over the past five decades [11] Group 7 - Uber has announced the acquisition of Getir's delivery business in Turkey, which includes various delivery services pending regulatory approval [17] - This move indicates Uber's strategy to expand its delivery capabilities in the region [17]
涨价200%也要买,年轻人捧红「老北京玲娜贝儿」
36氪· 2026-02-10 00:12
惊蛰青年 . 一座Z世代博物馆。 以下文章来源于惊蛰青年 ,作者象树 在什刹海边默默地刻了十年木雕 、 无人问津的大爷,就经历了这样的好运。 他雕刻的"玲娜贝儿"挂件,因为外形过于抽象,突然风靡全网。毕竟,大爷说 这是照着玲娜贝儿雕的,拥有西半球最强法务部的迪士尼都不敢起诉—— 因为起诉前,迪士尼得先承认,这个潦草的眯缝眼小妖怪,真的是那只粉色的可爱小狐狸。 大爷的"玲娜贝儿"二创,迪士尼看了都不敢告。(图/社交媒体截图) 掌握地利优势的 北京潮人 已经到什刹海排队,和黄牛竞争抢购了。而更多只能望"贝"兴叹的人,则是默默接起了大爷的事业运: 神明啊,请让我也这 样莫名其妙地挣钱吧! 一周前到北京旅游的胡雨,专门安排了半天到什刹海"蹲点"大爷出摊。胡雨抢购的那一天,大爷的木雕已经彻底供不应求,涨价到40元/个。大爷每天乘 坐公交车来什刹海出摊,从下公交起,就有好几个排队的年轻人簇拥着他,以求第一个买到抽象版"玲娜贝儿"。 "我就爱买丑东西,怎么了?" 文 | 象树 编辑 | 安菲尔德 来源| 惊蛰青年(ID:wakinglism) 封面来源 | IC Photo 你是否幻想过,一夜之间全世界工作水平下降100倍 ...
正浩、OPPO前高管创业AI智能运动手表,天使轮估值1亿美金|早起看早期
36氪· 2026-02-10 00:12
Core Viewpoint - The article discusses the recent angel round financing of the AI smart sports wearable brand "MossCode," which has raised several tens of millions of yuan and is valued at $100 million. The funding will be used to expand the R&D team and ensure stable mass production of products, with plans to launch in the European and American markets in the first half of 2026 [5][6][7]. Company Overview - MossCode is a subsidiary of Shenzhen Wuyin Power Technology Co., Ltd. The founding team includes experienced professionals from leading companies like OPPO and Apple, with a strong background in hardware development and market insights [6][7][11]. - The founder, Ni Ruoyang, has a history in TMT and hard technology investments and has successfully expanded teams and revenue in previous roles [7]. Market Context - According to CounterPoint, Apple Watch has seen a decline in shipments for two consecutive years, with a drop of 10%-19% annually, resulting in a loss of approximately 6-7 million users each year [7]. - In contrast, specialized brands like Garmin have seen significant revenue growth, with Garmin achieving $1.77 billion in revenue in Q3 2025, indicating a shift in consumer preference towards specialized sports health products [8]. User Behavior Insights - There is a clear migration from general smart wearables to specialized devices, with users increasingly seeking products that meet specific data and performance needs [9][10]. - Many users are currently using multiple devices to fulfill their needs, such as wearing Whoop for recovery and Garmin for performance tracking, highlighting the limitations of single-device solutions [10][11]. Product Positioning - MossCode aims to fill the gap in the market by creating a wearable that provides both real-time data interaction during exercise and continuous recovery monitoring [11][12]. - The company emphasizes the importance of comfort and usability in wearable design, aiming to avoid the pitfalls of increased weight and complexity that can deter users from consistent wear [12][13]. Technological Innovation - MossCode plans to leverage advancements in computing power and energy density to create a new hardware form that meets user demands for both performance and comfort [12][13]. - The company intends to utilize AI to provide personalized training methods based on individual physiological signals and preferences, moving beyond traditional training metrics [13]. Market Strategy - MossCode's strategy focuses on entering a niche market that is currently overlooked by larger competitors, aiming for a patient and precise execution to establish a foothold in the industry [14].
微信封元宝,是腾讯最清醒的一次决策
36氪· 2026-02-09 15:12
以下文章来源于首席商业评论 ,作者宁缺 微信挥刀斩元宝, 阿里千问送奶茶。 文 | 宁缺 来源| 首席商业评论(ID:CHReview) 封面来源 | unsplash 2026刚开年,堪称魔幻的一幕发生了。 微信官方公告毫不留情地落下一记重锤,将自家兄弟元宝的红包活动链接挡在门外。 近日,微信以"包含诱导分享、关注等诱导行为内容"为由,彻底封杀了腾讯自家产品元宝的红包分享链接,用户参与活动需绕经浏览器,原本流畅的体验被 粗暴打断。 认证为微信公关总监的账号"微信粥姨"在社交媒体上的那张"我发起疯来自己都打"的配图更是把网友逗笑了。 首席商业评论 . 拒绝快餐式解读,还原本质与经典!首席决策人的望远镜和地图。 图源:微博 本是一家,为何突然内部干架?有网友猜测是微信所在的WXG和元宝所属的CSIG不合,也有用户猜测是腾讯"自导自演"博流量和关注度。 实际上,从笔者的角度看, 腾讯内部生态的这次大义灭亲看似是一场闹剧,但其实是其产品体验问题与AI赛道焦虑的集中爆发。 这场封禁的全貌,远比规则执行或内部博弈更复杂。 用户投诉 才是压垮骆驼的最后一根稻草 元宝是基于混元大模型打造、承载腾讯AI战略核心的智能助手,不 ...
人机辩论、搭积木、玩音乐......36氪「挑战者之夜」,真被AI秀到了
36氪· 2026-02-09 15:12
2月4日,36氪全新IP"玩大了"首场活动——"挑战者之夜"直播玩!大!了! 36氪"玩大了"IP致力于打造连接科技、品牌与用户的平台,每个季度发起脑洞大开、互动性强的事件活动,验证科技产品是否在满足真实的需求,解决人的 实际问题。内容上,"玩大了"融合科技、商业、艺术、音乐、生活方式等多元素,合作伙伴也横跨不同行业,让人和商业玩儿起来! 商汤科技超强AI大脑与武大辩手打响"唇枪舌战"! "挑战者之夜"首战,便是人类思维与AI逻辑的正面交锋。我们邀请到了北大苏世科创合伙人、前武汉大学校辩论队队长、未来知声系列赛事常驻评委罗冠华 代表人类出战。而它的对手则是搭载了商汤科技"商量AI讲解大脑"的机器人汤汤。 "挑战者之夜",玩儿了个大的。 双方围绕"20后的AI童年,会不会让他们长成和我们不一样的大人",展开激烈的辩论。在立论、自由辩论、结辩三个环节,汤汤逻辑缜密、表达流畅,跟人 类辩手打得有来有回;还使用拖延战术,让对方重述观点,消耗辩论时间。眼看着罗冠华一顿输出,汤汤还会搓手跺脚,尝试争夺"话语权"。 过去一年,我们见过太多AI的"华丽包装"——实验室里的完美演示、宣传片中的全能形象。滤镜退去,我们更想知道, ...
再不打假,北面的莆田货都要没人买了
36氪· 2026-02-09 15:12
Core Viewpoint - The North Face, once a dominant outdoor brand in China, is experiencing declining sales in the Greater China market due to various competitive and operational challenges [4][6][8]. Financial Performance - For the fiscal years 2023-2025, The North Face's revenue growth in the Asia-Pacific region is projected to be 31%, 37%, and 20%, showing a downward trend [4]. - In the first three quarters of fiscal year 2026, revenue growth rates for The North Face in the Asia-Pacific region were 16%, 7%, and -1% [4]. - The parent company, VF Corporation, reported a 6% and 4% decline in revenue from the Greater China region for the third quarter and the first three quarters of fiscal year 2026, respectively [4]. Market Challenges - The North Face faces significant competition in the Chinese market from both counterfeit products and a growing number of domestic brands, leading to a loss of market share [6][20]. - The brand's image has suffered due to a lack of proactive measures against counterfeiting and a failure to maintain its brand identity [14][20]. - The outdoor market in China has become increasingly competitive, with brands like Camel and Arc'teryx gaining traction, while The North Face struggles to differentiate itself [20][23]. Consumer Perception - The North Face was once a popular choice among university students in China, often referred to as the "college uniform," but has since faced backlash due to the prevalence of counterfeit products [11][13]. - Many consumers now associate the brand with being overly common and have shifted their preferences to other brands that offer better value or unique features [11][23]. Strategic Initiatives - VF Corporation has launched the "Reinvent" plan to enhance brand building and operational performance, with a focus on revitalizing The North Face in the Asia-Pacific market [26][28]. - The North Face has opened new high-end concept stores and membership centers in key cities to strengthen its brand presence and engage with consumers [28][30]. - The company aims to expand its store network and improve localized operations, with plans to upgrade around 30 stores in China by the end of 2025 [30].
奥迪只要10万了
36氪· 2026-02-09 10:45
Core Viewpoint - The article discusses the significant price drop of the Audi A3, questioning whether it can still be considered a luxury car when its price has fallen to the level of more affordable models [4][46]. Group 1: Price and Sales Trends - The Audi A3, which previously had a starting price of around 19 million yuan, is now available for as low as 11.5 million yuan, with some dealers offering it for as low as 9.9 million yuan [13][15]. - Sales of the Audi A3 have drastically declined, with only 54,700 units sold in 2024, marking a five-year low, and a 22% increase in sales expected in 2025 due to aggressive pricing strategies [13][21]. - The overall luxury car market in China is experiencing a downturn, with a 9.6% decline in sales for luxury brands in 2025, and Audi's total sales in China fell by 5% to 617,500 units [21][22]. Group 2: Competitive Landscape - The price drop of the Audi A3 has led to increased competition with models like the Volkswagen Golf, which shares the same platform and engine but is priced lower [24][31]. - Other competitors in the same price range, such as the BYD Qin PLUS and Nissan Sylphy, offer better space and practicality, making them more appealing to family-oriented consumers [31][32]. - The Audi A3's lack of advanced technology and higher maintenance costs compared to competitors are significant drawbacks that affect its market position [31][32]. Group 3: Consumer Sentiment - Consumers like the A3 for its aesthetic appeal and driving experience, but many do not view it as a luxury vehicle anymore, focusing instead on practicality and personal preference [46][47]. - The emotional value associated with owning an Audi is still present, but the perception of luxury has diminished as the price has dropped significantly [30][46].
王慧文深夜发帖「抢项目」,竟因全球增速第一的OpenClaw|AI产品榜·网站榜2026年1月
36氪· 2026-02-09 10:45
开源的OpenClaw验证了方向, OpenClaw正以惊人的速度席卷全球,在Github从5千星标到17.5万星标只用了30天成为Github星标之王,在最新发布的2026年01月AI产品榜·网站榜中, OpenClaw 263万月访问量登顶AI产品榜·全球增速榜。 这一现象级产品的爆发,迅速触动了科技行业的敏感神经。2月7日凌晨,王慧文再次在社交媒体公开发布英雄帖:"哪个团队要做OpenClaw相关领域创业, 需要融资的欢迎联系我,或者谁想组局进入这个领域创业,也可以联系我,或者想加入OpenClaw相关创业公司的,也可以联系我。",并留了其投资公司 Lollapalooza的邮箱作为联系方式。 OpenClaw成为Github星标之王、登顶AI产品榜·网站榜·全球增速榜、王慧文发布OpenClaw英雄帖,共同说明了一件事:开源的OpenClaw验证了方向,产品 化后可获得确定性的机会。 产品化后可获得确定性的机会。 其实,在OpenClaw爆火之前还有两个做事火爆的智能体:一个叫Manus、一个叫豆包手机,这三个做事的智能体都有一个核心叫:权限。你给的权限越 多,体感越震撼,意思是用户让渡权限,获得体验 ...
当AI公司都在产品层内卷,这家公司却在思考Frontier Research
36氪· 2026-02-09 10:45
从端到端语音到超级智能体,FlashLabs以前沿研究回应Agent时代的一次反共识下注。 OpenClaw的爆火,让AI Agent第一次被推向了真实的工程环境。 这一次,Agent不再只是Demo、插件或对话式工具,而是开始尝试进入企业内部,承担持续、复杂、可被验证的工作任务。但几乎与此同时,一个现实问题 也被清晰地暴露出来: 当Agent走向长期运行的真实工作流,它所面临的挑战,远不止是提示词或工具调用,而是部署成本、交互效率,以及底层模型是否 适合"常驻运行"。 这也迫使行业直面一个更底层、却迟早必须回答的问题—— 如果Agent的目标是成为可靠的数字员工,它是否还应该继续建立在上一代模型与交互假设之上? 在这一阶段,行业事实上已经形成了一种隐含共识:Agent的问题,应当通过更快的产品迭代来解决。 更复杂的Prompt、更精细的流程编排和更丰富的工具调用,成为多数团队默认的前进方向。 但在FlashLabs看来,这种路径回避了一个更根本的问题: 如果底层模型本身并不适合长期运行与实时协作,那么再精巧的产品设计,也只是在放大系统的 结构性上限。 多数团队选择在既有模型能力之上加速产品化,尽快跑通应用与 ...
让人上瘾的「高铁零食刺客」,抱不上春运的大腿
36氪· 2026-02-09 10:45
Core Viewpoint - The article discusses the decline of the three major duck brands in the Chinese snack market, highlighting their struggles with performance, store closures, and the challenges posed by changing consumer preferences and market saturation [4][11]. Group 1: Performance and Market Dynamics - The three major duck brands, Zhou Hei Ya, Jue Wei, and Huang Shang Huang, have seen significant declines in performance, with Jue Wei expected to report a loss of 160 to 220 million yuan in 2025, marking its first annual loss [9][10]. - The market capitalization of these brands has dropped from several hundred billion to only tens of billions [10]. - In the first half of 2025, over 5,300 stores were closed among the three brands, indicating a severe contraction in their retail presence [11]. Group 2: Brand Strategies and Market Positioning - Zhou Hei Ya aimed for a high-end positioning, maintaining a direct sales model and premium pricing, with average transaction values above 60 yuan from 2017 to 2020 [7][18]. - Huang Shang Huang, as the first listed company in the industry, reached a peak revenue of over 2.4 billion yuan in 2020 but has since struggled to maintain its growth trajectory [14][15]. - Jue Wei adopted an aggressive expansion strategy, reaching over 10,000 stores within 14 years, but has faced challenges in profitability and market perception [22][24]. Group 3: Consumer Behavior and Market Trends - The rapid growth of the duck snack market has slowed, with the market size expected to reach 157.3 billion yuan in 2024, reflecting a drastic decline in growth rate to 3.7% compared to over 15% in previous years [38]. - Consumers are increasingly price-sensitive, with the most common spending range for duck snacks being 20-30 yuan, while the major brands often price their products significantly higher [41]. - The emergence of local brands and new competitors offering lower-priced alternatives has intensified competition, leading to a shift in consumer preferences [49][52]. Group 4: Required Changes for Recovery - To regain market share, the brands need to embrace significant changes, including breaking away from negative perceptions of being overpriced and homogeneous [58]. - Innovations in product offerings and marketing strategies are essential, as seen with Zhou Hei Ya's introduction of a 9.9 yuan snack series and Jue Wei's new product lines [58][60]. - A focus on operational efficiency and cost management is crucial, as the brands must adapt to a more competitive and cost-sensitive market environment [64][66].