以下文章来源于刺猬公社 ，作者刺猬公社编辑部 刺猬公社 . 互联网内容行业观察与研究 来源丨刺猬公社（ID： ciweigongshe ） 作者丨 毛巾 编辑丨 陈梅希 封面图源丨 小红书@David大大 2026 年 1 月底的北京，坐在朝阳大悦城 9 楼已停业的 Seesaw Coffee ，望着窗内窗外的一片荒 芜，我忽然想起当年从我大学校园里走出的小黄车 —— 在咖啡店的遗址上莫名怀念一辆单车的原因 有很多，绝不只是因为创始人都变成了老赖这么简单。 从地面上 9 楼的路很长，像 2017 年到 2026 年那么长。 2017 年， ofo 高调出海，进入欧洲市 场，摩拜几乎在同一时间跟进，二者共同上演了一场大西洋东岸的抢滩登陆：数万辆单车快速落地英 德法意，共享经济赛道一时风光无两。 九年过去，尘埃落定，泡沫消失，世界主义和国际贸易，都不再保有曾经的轮廓。人们更多陷入追忆 和怀旧，而就在这时，我们又在欧洲街头看到了那辆熟悉的单车。 ofo在慕尼黑。图源小红书@留德一只沐 黄色是时代的眼泪，喊着退押金，是对旧日情仇还有牵挂。伦敦、柏林、巴黎、阿姆斯特丹 …… 小 红书上，网友们在这些国际化的都市持续发掘 ...

Group 1 - Tencent's Yuanbao is optimizing its sharing mechanism after being blocked by WeChat due to user complaints about disruptive marketing practices [3][5] - WeChat's security center announced the restriction on Yuanbao's links to protect user experience, indicating ongoing monitoring of marketing activities [5] - Yuanbao has adjusted its sharing feature to a "password red envelope" system following the restrictions [5] Group 2 - Elon Musk's team has been secretly visiting multiple Chinese photovoltaic companies, indicating potential strategic partnerships in the solar energy sector [8][9] - JinkoSolar confirmed interactions with Musk's team, while other companies like GCL also reported discussions about strategic cooperation [9] Group 3 - Nvidia is nearing a deal to invest $20 billion in OpenAI, marking its largest single investment in the company [10] - Alphabet's Q4 net profit reached $34.455 billion, a 29.8% year-on-year increase, with total revenue of $113.83 billion [18] - SK Hynix announced a record bonus for employees equivalent to 2964% of their base salary due to the company's highest-ever performance [21] Group 4 - ByteDance acquired two commercial plots in Haidian District for 2.8 billion yuan, with a total area of approximately 39,522 square meters [10][11] - GAC Honda's new Fit model has sold out, with no further production planned, highlighting strong demand for the limited edition [18] Group 5 - Tesla's Shanghai Gigafactory delivered 69,129 vehicles in January, a 9% year-on-year increase, contributing significantly to global delivery numbers [37] - The automotive industry in China is projected to export 8.324 million vehicles in 2025, a 29.9% increase from the previous year [36]

1.【丰田汽车将在巴西设立生物燃料实验室】丰田汽车巴西首席执行官Evandro Maggio当地时间2月 3日表示，丰田将在巴西圣保罗州索罗卡巴设立生物燃料实验室，初期将配备约40名工程师。丰田在 索罗卡巴设有工厂。（凤凰网） 2.【段永平：FSD确实好用，开特斯拉已是我首选】2月4日，步步高创始人、著名投资人段永平通过 其雪球账号"大道无形我有型"发文表示，"FSD确实好用，Model Y开起来也没啥不舒服的，现在开 特斯拉已经是我的首选了。"此前，段永平曾表示马斯克是牛人，但投资特斯拉有点难。在2025年11 月上线的访谈中，段永平称不是很喜欢马斯克的品行，投资实际上在跟公司经营者做朋友，"我不想 跟他做朋友，哪怕给我钱我也不干"。段永平还表示，电动车的生意不会太好，差异化很小，特斯拉 做出了差异，但大部分电动车生意很艰苦。（同花顺财经） 扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 3.【比亚迪将推出王朝首款B级纯电SUV】2月4日，比亚迪王朝网销售事业部总经理路天在社交平台 发布预告，将推出王朝首款B级纯电SUV——宋Ultra EV。（ ...

Core Viewpoint - The investment of 100 million yuan in humanoid robots for the Spring Festival Gala is not merely a financial transaction but a strategic move to enhance brand recognition and long-term development in the industry [4][21]. Investment Justification - The cost of 100 million yuan is insufficient for the Spring Festival Gala, as it involves extensive collaboration among various departments, including control and algorithms, requiring significant human resources and time [5]. - The investment goes beyond sponsorship fees, as companies must ensure a 100% success rate for live performances, which necessitates additional research and development efforts [7]. Brand Recognition and Market Impact - The Spring Festival Gala serves as a national-level IP, creating lasting memories that contribute to the long-term development of humanoid robot companies, such as Yushutech, which benefits from increased visibility and reduced trust costs [7][12]. - The aftermath of the Gala is expected to generate orders, rental demands, and heightened industry attention, ultimately reflecting positively on the companies' financials [12]. Industry Trends and Future Projections - The demand for humanoid robot performances is projected to grow significantly, with the rental market expected to reach 1 billion yuan by 2025 and potentially expand to 10 billion yuan by 2026 [14]. - The emergence of rental models, such as "Qingtian Rent," is transforming the industry from direct sales to a service-oriented approach, enhancing operational efficiency and market penetration [14][15]. Technological Development and Performance - Robot performances are essential for refining the underlying technology, as they provide real-world data that improve stability and functionality, which are crucial for future applications [13][20]. - The complexity of robot performances challenges the perception of robots as mere toys, highlighting the intricate algorithms and joint coordination required for successful execution [12][13]. Long-term Industry Viability - While performances may not become the primary revenue source for robot companies, they serve as a vital income stream and a means to build brand recognition, similar to the trajectory of the drone industry [20]. - The ongoing performances are a strategic choice for companies to gain time, resources, and market positioning while the technology matures [20][21].

以下文章来源于车东西 ，作者迩言 车东西 . 未来汽车看车东西！智能汽车产业专业新媒体车东西专注智能汽车产业创新，重点关注自动驾驶、智能 座舱、整车创新等；用专业视角，大众认知传播智能汽车新技术新体验。 来源丨车东西（ID： chedongxi） 作者 | 郭月 编辑 | 志豪 Waymo拿下全球自动驾驶领域史上最大一笔融资！ 2月3日，Waymo官宣完成了160亿美元（约合人民币1111亿元）的融资，公司投后估值达到1260 亿美元（约合人民币8753亿元）。 Waymo正在接送乘客 2025年，Waymo年订单量增长了超两倍，达到1500万次，迄今为止累计订单量已超过2000万次， 为2026年将在包括东京和伦敦在内的20多个城市开展网约车业务奠定了基础。 Waymo方面还表示，这笔资金注入将帮助其加快向前发展，当前重点是全球扩张，今年会将Waymo Driver带到全球更多城市。 Waymo官宣完成千亿融资 本次融资的投资方阵容庞大，除了母公司Alphabet（谷歌母公司）外，本轮融资由Dragoneer Investment Group、DST Global和Sequoia Capital领投，And ...

中信里昂董事长李春波（左）和创业邦创始人兼CEO南立新（右）为周逵先生颁奖 1月15日，在第18届创业邦年会暨创业邦100未来独角兽大会上，红杉中国合伙人周逵获评为"2025 年度投资人"。 他在随后的演讲中分享了对创业者韧性与远见的观察。 在成功投出多家千亿市值公司的背后，周逵表 示，远见和胸怀、良好准备且行动 果断 、面对困难 积极和 有韧性，是这类成功者的典型特质。 于 投资者， 最好做个创业者背后的创业者，心有未来、 早 期 下注、从大的社会 需求 中去找大的商业 价值， 并协助 创业者 避坑和 聚焦。面对 今天 的成绩和运气， 企业家 保持 理性乐观和 "Day1"状 态，好事才会刚开始 …… 以下是周逵的演讲实录，由创业邦整理。 面对大目标，创业者要敢于早动手 摩尔线程、地平线、小马智行、一亩田 温暖祝福 最热的跑道会有最多人来支持，同时也有最多人来竞争。实现大机会的过程，没有不经历百般煎熬 的，需要founder具备非常的韧性和开阔的胸怀。最初你有远见和能力，别人包括投资人才会跟你 干，遇到困难你有韧性不放弃，同伴才不会放弃。你有远见且有胸怀，别人才愿意长期跟你一起打 拼。成功是founder有 ...

Core Insights - The article discusses the rapid rise of the AI programming startup Cognition, which recently completed a $400 million funding round, elevating its valuation to $10.2 billion [3][5]. - The founders of Cognition, all young programming competition champions, have become billionaires due to the surge in the generative AI sector [9][11]. Company Overview - Cognition specializes in "vibe coding," utilizing AI to assist software engineers in project development by automating repetitive tasks [5][13]. - The company has attracted investments from top-tier firms such as Founders Fund, Khosla Ventures, and Bain Capital Ventures [5]. Founders' Background - The three founders, Steven Hao, Walden Yan, and Scott Wu, have impressive backgrounds in competitive programming and technology [6][8]. - Hao, the CTO, has a net worth of approximately $1.3 billion, while Yan and Wu have net worths of around $830 million and $600 million, respectively [5][8]. Market Context - The article highlights the broader trend of young entrepreneurs becoming billionaires in the AI industry, with Cognition's founders exemplifying this phenomenon [9][11]. - Previous records for the youngest self-made billionaires have been broken recently, showcasing the rapid wealth creation in the tech sector [9][11]. Recent Developments - Cognition recently acquired the remaining assets and team of competitor Windsurf, which was previously rumored to be acquired by OpenAI, indicating strategic growth in the competitive landscape [13].

Group 1 - The domestically developed hybrid drone Rainbow YH-1000S successfully completed its maiden flight, showcasing advancements in logistics, emergency rescue, weather modification, and marine monitoring capabilities [2] - Apple plans to use TSMC's 2nm N2 process for its M6 chip, focusing on architecture upgrades and cost control rather than adopting the N2P process [2] - Samsung's upcoming Galaxy S27 Ultra will feature Polar ID facial recognition technology, utilizing polarized light for identification without requiring large cutouts on the screen [2] - Avita Technology announced the naming of its new model Avita 06T, which will be the first to feature Huawei's next-generation lidar for enhanced environmental perception [2]

以下文章来源于汽车公社 ，作者曹佳东 汽车公社 . 速度 深度 态度 来源丨汽车公社（ID： iAUTO2010 ） 作者丨曹佳东 编辑丨 何增荣 2025年，中国车市看似一路高歌猛进。乘联会狭义乘用车数据批发数据显示，全年汽车总销量达 2955.4万辆，同比增长8.8%。另据数据可知，自主车企全年累计销量达2050.2万辆，同比暴涨 16.6%，市场份额从2024年的64.7%跃升至69.5%。 但说实话，对于身在其中的每一个人而言，在经过一轮又一轮的价格战和舆论战的洗礼，谁又能真的 用笑脸喜迎未来呢？ 不出意外，在政策的强烈影响下，开年首月的市场氛围注定是悲观的。销售数据的下滑，是汽车消费 市场的摇摆不定所致，更意味着，全行业在"卖车"一事上，愈发深感压力的同时，对未来的不确定性 充满了生存焦虑。 而眼下，当乘联会秘书长崔东树指出，2025年1~12月行业销售利润率降至4.1%，创下历史新低。其 中12月1.8%的利润率也创下近期低点，环比下降2.6个百分点，同比下降2.3个百分点。 那种对于行业发展现状的担忧，几乎就是被公开摆上了台面。 残酷的现实 谁都无法视而不见 业内总认为，企业利润率的持续下滑并非 ...

作者丨 薛路皓 编辑丨 巴里 "我们不把自己定位为财务型投资人，而是产业型投资人。" 2026 年初， 和利资本创始管理合伙人孔令国 在第 18 届创业邦年会暨创业邦 100 未来独角兽大会 期间，回顾了自己近 30 年的投资生涯。 曾参与 180 多家企业的投资，近 100 亿元的基金管理规模，千亿市值的寒武纪和沐曦的天使投资人 ——这些数字背后，是一位来自中国台湾的投资人，在大陆做了 30 年芯片投资的身份演变。 和利资本成立于 2006 年，专注于半导体中早期投资的创投机构，这既不是大公司下属的战投机构， 也不是国家政府主导的政府投资基金。 "我常常跟人说，和利不仅仅是财务型投资人，更像是产业型投资人。"这背后隐藏着什么？ 伴随张汝京 2000 年在上海创建中芯国际，孔令国 2001 年从中国台湾到大陆驻扎，一头扎进国内的 半导体产业投资。 "你怎么和英特尔竞争？和英伟达竞争？"当时的世界是"平"的，半导体是全球化分工最明显的产业 链。对于许多芯片初创团队，最常面对的就是这些问题。 类似的这些问题浇灭了很多半导体创业者的热情，减少了许多投资机会。但孔令国没有放弃，默默坚 持了下来。 鉴于孔令国在苏州的经 ...