以下文章来源于格隆 ，作者万连山 格隆 . 一个游走于资本市场与佛祖之间的浪子。我可以生，可以死，我大笑，由天决定！ 燃烧的熔炉。 来源：格隆 作者 ：万连山 这次不是标题党。 继去年底决议将政府机构从 30 个缩减至 21 个后，隔壁越南政府继续大刀阔斧改革！ 日前，在河内举行的越南国会常务委员会第 46 次会议上，已全票通过重组行政单位的决议： 将现有的 63 个省，精简至 34 个。 动作如此之大，堪称是暴风骤雨式的变动！ 这不是简单的两个数字。 最直接的，行政单位缩减这么多，相关人员也必然 "精简"。 你想一想，一个县几所学校合并都千难万难，大量教师、主任、副校长之流四处托关系保饭碗 ……何况是这么多个省？ 有多少越南公务员要下岗？至少 10 万。 其次，合并省份后，地图、身份证、驾照、教科书、户口本、交通指标、字典等等 ……全部都 得换。 如此之麻烦，老百姓自然也有怨言。 但是，越南政府宣布，改革后每年节约的钱，将用于资助学生、发展义务教育： 从 2025 年 9 月起，越南开始推行 15 年免费教育。 此令一出，越南人立刻反对转支持。 借着这股势， 6 月 3 日，越南国会正式批准《人口条例》修正 ...

Core Viewpoint - The article emphasizes the rapid growth and success of AI-driven startups, highlighting their ability to achieve significant revenue and profit in a short time frame, and the importance of practical AI applications in traditional industries [1][3][5]. Group 1: AI Startups Performance - A small team has achieved 100 million in revenue with a reported profit of 50 million [1]. - There is a notable emergence of AI sales tools, with many projects currently in development [2]. - AI entrepreneurs are reaching IPO levels in the A-share market, with some achieving billion-level revenues and million-level profits [3][6]. Group 2: AI Practical Application - The focus should be on how AI can generate substantial profits and help businesses overcome challenges, rather than just discussing concepts or selling tools [5]. - An AI practical training camp is being organized to connect entrepreneurs who have successfully implemented AI solutions with those looking to learn [4][7]. Group 3: Event Details - The AI practical training camp is scheduled for July 18-20, lasting three days and two nights, aimed at helping businesses leverage AI for growth [7][8].

Group 1 - Founders must prioritize product, channel, and market, dedicating sufficient time and energy to these areas [1] - Understanding the core channel is essential; founders should know why customers choose their channel and what alternatives exist [1] - Market focus should be customer-centric, considering competitors, potential competitors, and substitute products [1] Group 2 - Customer interviews reveal insights into competition; for example, customers may choose alternatives like fruits or seeds instead of the primary product [1] - The definition of competition is shaped by customer preferences, highlighting the importance of understanding customer behavior [1]

以下文章来源于侃见财经 ，作者侃见财经 今年一季度如果说哪家光伏巨头的表现最让外界大跌眼镜，那么晶科能源一定"榜上有名"。 因为，当隆基、通威、中环等行业巨头在今年一季度亏损环比收窄之际，晶科能源的亏损却同 比扩大。作为过去几年眼光最为"毒辣"的光伏巨头，如今却"顶不住"了。 侃见财经 . 看见不一样的财经！ 光伏行业分化，已成大趋势。 来源：侃见财经 据财报显示，一季度晶科能源实现营收138.4亿，同比下滑40.03%，环比下降33.13%；实现 净利润-13.9亿，同比下滑218.2%，环比下降24.52%。相较于同样以组件作为主营业务的隆 基绿能，今年一季度分别实现营收和净利润136.5亿和-14.36亿，营收和净利润增速分别 为-22.75%和38.89%，虽然今年一季度隆基绿能没有走出亏损泥潭，但从净利润增速来看， 跟去年同期相比隆基绿能的亏损程度正在收窄。 | 项目 | 本报告期 | 上年同期 | 本报告期比上 年同期增减变 | | --- | --- | --- | --- | | | | | 动幅度(%) | | 营业收入 | 13,842,855,175.60 | 23,083,671,87 ...

Core Viewpoint - The article discusses the phenomenon of "involution" in consumer culture, highlighting how similar offerings in shopping and dining experiences lead to a lack of uniqueness and excitement in local markets [1][3][13]. Group 1: Examples of Involution - Many famous local streets in China have become homogenized, offering the same types of food and souvenirs, which detracts from the authentic local experience [1]. - Major shopping centers in China exhibit similar patterns, with identical luxury brands and products across different locations, making shopping a monotonous experience [2][3]. Group 2: Causes of Involution - Involution occurs because businesses tend to replicate successful models without differentiation, leading to a saturation of similar offerings [4][13]. - The example of Shimokitazawa in Tokyo illustrates how the influx of chain stores diminished the area's unique character, resulting in a decline in popularity [7][8]. Group 3: Solutions to Involution - To combat the loss of uniqueness, Shimokitazawa began to reject chain stores and instead welcomed distinctive local shops, such as those selling organic vegetables or unique records [10][12]. - This strategy successfully revitalized the community, demonstrating that embracing uniqueness can restore vibrancy and appeal [12]. Group 4: Unique Business Models - The article highlights a flagship store of Tommy in Tokyo that offers exclusive clothing items not available in other locations, emphasizing the value of uniqueness in a saturated market [15][16]. - The concept of limited availability is compared to Michelin-starred restaurants, suggesting that uniqueness is a rare and valuable resource in a world filled with sameness [17].

Core Viewpoint - The article discusses JD's aggressive entry into the hotel and travel (酒旅) sector, aiming to challenge established players like Ctrip and Meituan through high salaries for talent acquisition and a strategy focused on "no bundling, transparent pricing" along with subsidies [4][10][13]. Group 1: JD's Strategy in the Hotel and Travel Sector - JD is reportedly offering three times the salary to recruit talent from competitors such as Ctrip, Meituan, and Fliggy, indicating a strong commitment to enhancing its hotel and travel business [4][10]. - The company has launched various job postings for hotel and travel-related positions, emphasizing the need for experience from competitors [10][11]. - JD's travel platform offers significant customer incentives, including a new user gift package worth 145 yuan and various hotel discount coupons, which are part of its strategy to attract users [13][21]. Group 2: Market Context and Competitive Landscape - The online travel agency (OTA) market is currently dominated by major players like Meituan and Ctrip, creating a challenging environment for new entrants [19][20]. - Meituan's financial performance highlights the profitability of the local services sector, with a reported operating profit margin of 19.7% for its core local business [17]. - Ctrip's core OTA business transaction volume is projected to exceed 1.2 trillion yuan in 2024, showcasing the scale and competition JD faces [18]. Group 3: Historical Context of JD's Travel Business - JD has been involved in the travel sector since 2011, initially launching flight booking services and later acquiring a hotel booking platform, but struggled to achieve significant success due to its e-commerce roots [14][15]. - The company has made several strategic moves over the years, including partnerships with airlines and other OTAs, to enhance its travel offerings [14][15][16]. - JD's travel business has evolved, with the introduction of a dedicated travel channel and collaborations with various suppliers to expand its hotel booking services [15][16]. Group 4: Future Prospects and Challenges - JD's expansion into the hotel and travel sector is seen as a way to complete its local service ecosystem, potentially leading to further developments in group buying and other services [19][21]. - The competitive landscape is intensifying, with new players like Douyin and Xiaohongshu entering the travel market, adding pressure on established OTAs [19][20]. - JD's strategy of "no bundling" aims to capture user attention, reminiscent of its previous price wars in other sectors, but long-term profitability will depend on effective cross-selling and resource accumulation [21][22].

每日金句 创业者要对自己的方向和模式进行自我确认。 如果方向不对，所有的努力都 是白费。如果他的模式不对，就是事倍功半，或者在竞争中会走非常多的弯 路。我觉得创业者最需要的不仅仅是钱，钱只是一个结果，只要公司做得好， 会有很多的钱追着。反之，不仅浪费资本，更浪费创业者的时间。 报名 吴世春·无锡游学， 6月19日-21日 ， 跟吴世春一起去 无锡 ， 深入梅花创投投资版图， 打开万亿赛道蓝海，咱们 边游学、边提高、边拿钱！ 对了，我们这次还特意邀请了 鹿明机器人的联合创始人黄浩 作为特邀嘉宾，平时很难请到。 活动详情如下 ↓↓↓ 费用： 原价 12800元/人，早鸟价9800元 /人 （名额有限） 地点： 无锡 时间： 6月19日-21日 李祝捷 | 不惑创投创始合伙人 黑马加速导师 这里认真推荐你： ...

Group 1 - The core viewpoint is that early-stage investment is challenging, and it typically takes about 12-15 years for a company to develop from early stages to listing on A-shares or the Sci-Tech Innovation Board [2][3] - Early-stage funding often cannot support the long duration required for company growth, indicating a need for new solutions in the investment landscape [3][4] - The company has maintained a focus on early-stage investments, reviewing approximately 5,000 projects annually, with about 1,000 entering detailed processes, 200 reaching meetings, and 60 ultimately passing [5][6] Group 2 - Successful entrepreneurs typically exhibit four key traits: strong mentality, deep understanding, broad vision, and a calm, positive attitude [7] - A learning trip for 100 entrepreneurs is planned, where the company will consider immediate investment in promising projects [7][8]

i黑马 . 让创业者不再孤独@i黑马 以下文章来源于i黑马 ，作者i黑马 吴世春 梅花创投合伙人、黑马加速导师 早期创投，确实是比较难。 所以，如果以10年来看的话，我们肯定看过 40000-50000个 项目。 我一直相信： 所谓的收益，都是跟伴随着困难和高风险来的。 你能克服多少困难，你就能获得多少收益； 你能化解多大风险，你就能得到多少酬劳。 所以，早期投资肯定有它的难点，但是我相信， 只有极少数优秀机构能够坚守在早期。 现在一个企业从早期开始发展，要上 A 股、上科创板，大概需要 12-15 年。 所以，现在早期的钱，很多时候是支持不了这么长时间。 但我们也有一些新的办法，来去解决这样的问题。 我们一直坚守在早期投资领域，而且还能够就持续投资项目，说明我们有这样的能力。 现在我们一年大概要看 5000 个 项目，最后能够进入详细流程的大概是 1 000 个 项目，能 够上会的大概是 200 个项目，最后能过会的大概是 60 个项目。 目前，我们管理着有好几个城市的钱， 基金规模超100亿。 此前，我们投资、陪跑的企业已有 600多家 ，并陪伴 13家企业 完成了上市。 今年，我们至少还要 投五十家企业 ...

Group 1 - The core idea emphasizes that entrepreneurship is a collective effort, requiring founders to have a broad vision and an open mind [1] - Teams should consist of two types of individuals: those who can inspire and communicate effectively, and those who are goal-oriented, proactive, and willing to take responsibility [1] Group 2 - The article promotes a learning and networking event led by Wu Shichun, scheduled for June 19-21 in Wuxi, aimed at exploring investment opportunities in a trillion-dollar market [2] - The event features a special guest, Huang Hao, co-founder of Luming Robotics, who is typically hard to invite [2] - The event costs 12,800 yuan per person, with an early bird price of 9,800 yuan, and has limited availability [3]