不久前，有位于北美的视频博主"极客小猪"，发布了一段特斯拉平价车型的近距离实拍视频，虽然车身被伪装黑布包裹的严严实实，但仍释放出了不少关 键信息： 首先，大概率不是全新研发的车型。 以下文章来源于超电实验室 ，作者王磊 超电实验室 . 让汽车和未来触手可及。 "丐"劲儿十足。 文 ｜ 王磊 编辑 ｜ 秦章勇 来源｜ 超电实验室（ID：SuperEV-Lab） 封面来源 ｜ 特斯拉官网 能把特斯拉"毛坯房"做得更毛坯的只有特斯拉自己了。 根据博主的表述，轴距和Model Y相近，而且车身曲线也和Model Y极为相似，但是前后尾灯样式上有所变化。 其次，同样是五座SUV车型，但在内饰上和现款Model Y有所不同，比如中控下方选择了"通道式设计"，此前标志性的全景天幕玻璃，换成了普通的硬顶 等。 结合此前在二季度财报会上，马斯克透露过的一个消息，"特斯拉的平价车型"在今年上半年已在Model 3/Y产线上开始投产，预计Q4季度发布。 种种线索结合起来，马斯克口中的即将发布的廉价车型，不会是备受期待的"Model 2"车型，而是一款变得更加毛坯的"廉价Model Y"。 "丐中丐"Model Y 廉价版Model ...

下一代AI软件是Agentic Software。 7月26日开幕的WAIC2025，参展观众人满为患，甚是热闹，相比之下今年AI产品的噱头与出圈，反倒少了很多消息。 产品变得"低调"，正是大模型眼下阶段的一个缩影。在初期暴力堆参的阶段，很多博眼球的产品热度飙升，但也随后昙花一现，到了今年的WAIC，则能 明显感觉到"实用"取代了"搏眼球"，是否切实解决了用户需求，成为AI厂商的关注点。 比如大模型独角兽之一阶跃星辰的展台，除了常规的AI写作等功能外，还展示了"深入核查"功能，针对性地解决了AI创作的内容无处溯源、虚假内容的问 题；出门问问则推出了AI硬件TicNote——3毫米薄、可以磁吸在手机上、包含与手机软件配套进行录音转写和思路整理等功能。 在这样的氛围下，金山办公也发布了自己"接地气"的新产品——原生Office办公智能体WPS灵犀及系列产品，包括WPS AIPPT、WPS个人知识库、灵犀语 音助手等。 如今Agent被提及得很多，但金山办公提出了和市面上Agent都不同的路线。 金山办公助理总裁田然表示，当下AI软件有两种现状，一个是用户面对软件，AI能力藏在软件背后，不能完全发挥能力，另一个是用 ...

Core Viewpoint - The recent adjustment in stock prices is a shift from "performance-driven" to "expectation-based" trading [3]. Group 1: Performance Forecast - On July 15, Pop Mart released a strong performance forecast, indicating that its revenue growth for the first half of 2025 is expected to exceed 200% year-on-year, with net profit growth potentially reaching 350%, resulting in revenue exceeding 13.6 billion yuan and net profit exceeding 4 billion yuan [4][5]. - Despite the impressive forecast, Pop Mart's stock price fell by 4% the day after the announcement, followed by a slight decline in subsequent trading days [4][5]. Group 2: Market Reaction - The market's lack of enthusiasm can be attributed to two main reasons: early investors taking profits and skepticism regarding the sustainability of Pop Mart's performance growth [7]. - The stock price behavior resembles that of the A-share market, where good news often leads to a sell-off, contrasting with the Hong Kong market's focus on actual performance [6][9]. Group 3: Valuation Analysis - Based on the forecasted net profit growth of 350%, Pop Mart's annual net profit could exceed 8 billion yuan, leading to a dynamic P/E ratio of approximately 40 times, which is above its historical average [8][9]. - Historical P/E ratios for Pop Mart have mostly been below 50 times, indicating that the current valuation is relatively high compared to past performance [8][9]. Group 4: Key Product Dependency - The significant performance increase is largely driven by the popularity of the Labubu IP, raising concerns about whether this growth can be sustained in the future [10][12]. - In 2024, Labubu's sales exceeded 3 billion yuan, accounting for over 23% of total revenue, and its contribution to revenue is expected to increase in 2025 [11][12]. Group 5: International Expansion - Pop Mart's international revenue growth is outpacing domestic growth, with projections indicating that overseas revenue may surpass domestic revenue by 2025 [15][16]. - The company plans to open 100 new stores overseas in 2025, focusing on North America and Europe, with current overseas store revenue significantly higher than domestic [24][25]. Group 6: Future Outlook - The market is currently cautious, awaiting further validation of Pop Mart's performance sustainability, particularly regarding its ability to maintain a 40%-50% compound profit growth rate [30][31]. - Despite short-term stock price pressures, the valuation is expected to remain stable, as the market acknowledges the company's current growth potential while questioning its long-term sustainability [30][31].

Group 1: National Policies and Economic Measures - The national childcare subsidy plan was announced, providing 3,600 yuan per child per year for infants under three years old starting from January 1, 2025 [2] - The Shanghai government is offering rent reductions and startup funding for eligible AI talent teams, with support ranging from six months to three years [13] Group 2: Corporate Developments - 澜起科技股份有限公司 has submitted its listing application to the Hong Kong Stock Exchange, with joint sponsors including CICC, Morgan Stanley, and UBS [1] -居然智家 announced the passing of its actual controller and CEO, 汪林朋, and stated that daily operations will be managed by the executive team [6] -药明康德 reported a net profit of 8.561 billion yuan for the first half of the year, a year-on-year increase of 101.92% [15] -三星 signed a chip supply agreement worth $16.5 billion with Tesla, which is expected to boost Samsung's struggling foundry business [11] Group 3: Market Trends and Economic Indicators - The U.S. Federal Reserve is expected to maintain its current interest rates during the upcoming monetary policy meeting, with potential cuts anticipated in September [5] - In South Korea, housing prices outside the capital region have declined, while prices in Seoul have increased by 0.39% in the first half of 2025 [12]

Core Viewpoint - The article highlights the significant market opportunity for Tean Lithium (Shanghai) New Energy Co., Ltd. in the pre-plated nickel steel strip market, which is currently dominated by foreign manufacturers, and discusses the company's recent funding and product developments [4][5]. Company Overview - Tean Lithium was established in July 2023 in Shanghai and has production facilities in Jiangsu and Shandong [4]. - The company has completed nearly 100 million yuan in Series A financing, with funds allocated for production line enhancement and capacity expansion [4]. Market Context - The global pre-plated nickel steel strip market is primarily monopolized by overseas companies, leading to long procurement cycles and limited global capacity, which is significantly below market demand [3][4]. - Tean Lithium aims to leverage its 30 years of industry experience to capitalize on this market opportunity [5]. Product Development - Tean Lithium's core technology is pre-plated nickel, which offers advantages over traditional nickel plating methods, such as more uniform coating thickness and improved corrosion resistance [4][5]. - The company has initiated a project to produce 15,000 tons of cylindrical battery pre-plated nickel steel strips in 2023, with an expected output of 12,000 tons of related products by the end of the year [5]. Competitive Advantage - Tean Lithium's pre-plated nickel products are comparable in performance to those from leading Japanese and European manufacturers, while offering a cost reduction of approximately 10% [5]. - The pre-plated nickel cylindrical batteries are gaining traction among major automotive companies like Tesla, BMW, and Mercedes-Benz, particularly in the electric vehicle sector [5]. Additional Products - Besides pre-plated nickel products, Tean Lithium has commercialized aerogel insulation films, which are used in electronic devices to address overheating issues [6]. - The company is also supplying electromagnetic shielding materials to Samsung and is developing new composite materials for other clients, including Lenovo and BOE [6].

Core Viewpoint - The article discusses the regrets of young people regarding their student years, highlighting the emotional weight of choices made and missed opportunities, and encourages reflection on these experiences as a means of personal growth [6][41]. Group 1: Regrets in Relationships - Many individuals express regret over not confessing their feelings to someone they liked during their school years, wishing they had taken the chance to pursue those relationships [9][10][12]. - Some reflect on past relationships, indicating that they would advise their younger selves to either end relationships sooner or to cherish them more, as adult relationships can be more challenging to navigate [6][10][12]. Group 2: Academic and Career Choices - There are regrets about not choosing preferred academic paths, with some wishing they had pursued humanities instead of sciences, while others lament the opposite [22][41]. - Several individuals emphasize the importance of gaining work experience during college, suggesting that earlier exposure to the workforce could have led to better career outcomes [16][17][41]. Group 3: Life Experiences and Enjoyment - Many express a desire to have enjoyed their student life more, indicating that excessive focus on academics or work led to missed opportunities for socializing and creating lasting memories [36][41]. - The article highlights the tension between pursuing academic excellence and enjoying the youthful experiences that come with being a student, suggesting that balance is crucial [30][41]. Group 4: Personal Growth and Reflection - The reflections shared in the article indicate a common theme of wishing to have been more courageous in their choices, whether in love, academics, or social interactions [41]. - The narrative encourages readers to appreciate their current paths, suggesting that every choice contributes to personal development, even if it comes with regrets [41][42].

以下文章来源于南风窗 ，作者远游 冷静地思考，热情地生活。 新官上任，还是老一套。 文 ｜ 远游 编辑 ｜ 阿树 来源｜ 南风窗（ID：SouthReviews） 封面来源 ｜ CNN 谁能想到，这一次，马斯克真打到特朗普痛处了。 7月17日，他在X上通宵达旦地发帖，连续十多条推文狂轰滥炸，再次暗示特朗普掩盖爱泼斯坦的真相："有太多有权有势的人，想要压制那份名单。" 他还要求彻底调查"特朗普7次乘坐'洛丽塔快线'"（指爱泼斯坦运送幼童至私人岛屿的专机）的完整名单。 这一次，爱泼斯坦的幽灵，终于再次在美国政坛、媒体和互联网卷起滔天巨浪。马斯克大肆炒作的同时，"真情实感"的MAGA支持者也破了防。社交媒体流 传着三顶红色MAGA帽付诸一炬的图片——烧掉象征"MAGA运动"的红帽子，特朗普支持者们正以这种仪式"脱粉"。 南风窗 . 政坛盟友也纷纷分裂。FBI副局长丹·邦吉诺威胁辞职，一气之下还不来上班了（缺席一天）。众议院议长迈克·约翰逊，前国家安全顾问迈克尔·弗林，乃至 特朗普第一任期副总统彭斯，也加入到呼吁特朗普公布文件的队伍中。 彭斯 盟友们警告称，要是特朗普继续在爱泼斯坦议题上食言，明年中期选举共和党将会丢 ...

Core Viewpoint - The article highlights the success of Lofree, a Shenzhen-based company that has differentiated itself in the mechanical keyboard market through innovative design and a focus on high-end products, achieving significant sales growth in overseas markets [4][20]. Group 1: Company Overview - Lofree was established over 10 years ago and initially focused on a retro-styled Bluetooth mechanical keyboard, which allowed it to carve out a unique market niche [4][7]. - The company has achieved remarkable sales figures, with a monthly revenue of $410,000 (approximately 3 million yuan) shortly after entering the Amazon US and Japan marketplaces in 2023 [4][14]. Group 2: Market Strategy - Lofree's strategy involves targeting the high-end market with differentiated products rather than competing in the price-sensitive segment of the mechanical keyboard market [4][20]. - The company has identified a growing trend in overseas markets where mechanical keyboards are seen as "ceremonial items" for office use, contrasting with the domestic perception of them as gaming peripherals [4][5]. Group 3: Product Innovation - The design of Lofree's products is a core competitive advantage, with a focus on aesthetics and functionality, such as the "lipstick keyboard" that incorporates popular lipstick colors [11][13]. - Lofree has developed its own mechanical switches in collaboration with domestic manufacturers, allowing it to offer unique tactile experiences while avoiding direct competition with gaming keyboards [16][20]. Group 4: Market Expansion - Lofree's overseas sales are projected to exceed 100 million yuan in 2024, demonstrating rapid growth in international markets [20]. - The company has successfully utilized influencer marketing and community engagement to enhance brand visibility, achieving over 100 million overseas exposures and a 30% increase in sales [26][27]. Group 5: Product Ecosystem - To increase customer retention, Lofree is focusing on the keyboard accessory market, particularly keycaps, which have high repurchase potential [23][24]. - The company is expanding its product range to create a comprehensive ecosystem that includes keyboards, mice, calculators, and other lifestyle products [24][26]. Group 6: Target Audience - Lofree's target demographic consists mainly of middle-class white-collar workers under 35 years old, who are willing to pay a premium for well-designed products [27][28]. - The brand aims to sell not just keyboards but also a desirable work experience, emphasizing the enjoyment derived from using their products [28].

Core Viewpoint - The article discusses the strategic brand transformation of Moji Weather, emphasizing its evolution from a weather information provider to a decision-making partner, driven by a comprehensive understanding of the value of meteorological data in various industries [9][10][40]. Brand Transformation - Moji Weather unveiled its new brand identity during a launch event on July 16, 2025, marking a significant shift in its branding strategy [12][39]. - The brand's mission is to "open a new world of meteorology," aiming to help users make informed decisions based on weather data [15][16]. - The company has evolved from providing weather forecasts to offering tailored decision-making solutions for various industries, reflecting a broader role in the market [17][40]. Visual Identity and Design Philosophy - The new logo features a simplified design with an orange and white color scheme, symbolizing a fresh approach to branding [6][34]. - The design philosophy focuses on creating a visual identity that resonates with the brand's core values of professionalism, intelligence, and global perspective [32][35]. - The color scheme of black and orange represents the duality of technological rigor and human warmth, aligning with the brand's mission to provide reliable and empathetic weather services [35][36]. Service Evolution - Moji Weather's service model has transitioned from a standard weather app to a comprehensive decision-making platform, utilizing AI to provide customized insights [39][40]. - The company now offers industry-specific solutions, enhancing its role as a service provider across various sectors, including logistics and agriculture [40][41]. - The internationalization strategy aims to replicate its successful decision-making model in global markets, adapting services to local needs [41][42]. Conclusion - Moji Weather's transformation signifies a redefinition of meteorological data value, positioning itself as a crucial link between weather insights and everyday decision-making for individuals and industries alike [42].

Core Viewpoint - The article discusses the investigation of Shi Yongxin, the abbot of Shaolin Temple, for alleged criminal activities, including misappropriation of funds and inappropriate relationships, raising questions about the commercialization of the temple and its impact on its spiritual integrity [3][8][24]. Group 1: Background and Development of Shaolin Temple - Shi Yongxin has been the abbot for 26 years, transforming Shaolin Temple from a dilapidated site into a commercial empire spanning culture, tourism, and food industries [8][24]. - The temple's commercialization began with the recognition and protection of its cultural value, leading to the establishment of the Henan Shaolin Intangible Asset Management Company in 2008 [16][24]. - The temple's tourism revenue was significant, with 2010 figures showing it accounted for one-third of Dengfeng's fiscal income, and in 2019, visitor numbers peaked at 4.2 million, generating over 1.2 billion yuan in total revenue [18][24]. Group 2: Commercialization Strategies - Shi Yongxin's approach to commercialization included legal actions to protect the Shaolin brand, establishing the first Buddhist enterprise in China, and embracing digitalization early on [12][16]. - The temple has diversified its revenue streams through various means, including e-commerce, cultural performances, and the development of health products, with sales of Shaolin medicinal products exceeding 80 million yuan in 2019 [20][21]. - The temple's brand has expanded into various sectors, with over 706 registered trademarks covering food, beverages, and cultural products by 2022 [22]. Group 3: Controversies and Challenges - The increasing commercialization has led to public scrutiny regarding the temple's spiritual integrity, with rising ticket prices and significant investments in commercial real estate raising concerns about its original purpose [24][28]. - Allegations against Shi Yongxin, including complex relationships and asset misappropriation, have sparked debates about the accountability and governance of religious institutions [26][28]. - The temple's ventures into real estate and high-profile projects, such as plans for hotels and golf courses, have further fueled criticism regarding the alignment of its commercial activities with Buddhist principles [28].