1.【特斯拉续航剩72公里突然断电，售后称剩余100公里就要充电】近日有网友发帖称，驾驶特斯拉 在高速上行驶，续航还有72公里时车辆突然失去动力被降速。该网友表示，当时车速只能60km/h， 并且车上还有孕妇、老人、小孩， 十分危险。于是马上把双闪开启靠右紧急车道上，但续航还有60 公里时自动断电，连双闪都无法开启。据她描述，在向特斯拉官方售后反馈之后，工作人员表示，电 池已经过保不稳定，可以帮忙预约检测，但需要自费。工作人员还提醒称，开高速续航剩余100公里 就要充电。（新浪科技） 2.【现代汽车寻求向谷歌旗下Waymo供应5万辆自动驾驶汽车，价值25亿美元】据知情人士称，现代 汽车寻求到2028年向谷歌的自动驾驶子公司Waymo供应5万辆IONIQ 5自动驾驶汽车。鉴于每辆车的 价格估计约为50,000美元，该合同价值可能为25亿美元。（财经网） 3.【理想春节后将推"门店合伙人"计划！车企向渠道求效率，行业将逐步向"1+N"模式拓展】日前， 有消息称，理想汽车将在2026年春节后推行"门店合伙人"计划，以提升门店运营效率和市场响应速 度。对此，从理想汽车方面确认了该消息的真实性。据了解，在"门店合伙人" ...

以下文章来源于惊蛰研究所 ，作者惊蛰研究所消费组 惊蛰研究所 . 探索发现新经济。 "我们两年没办年会了，团建也没了。"提到年会的缺席，建筑行业HR刘芳（化名）的情绪并没有任 何波澜。过去两年，她所在的公司经历了人力大幅缩减，从过去的两百多人到如今只剩下六十人，并 且"春节前还会再减"。刘芳说："公司能存活下来，按时发工资就很好了。" 近几年，不少企业开启了"年会改革"，曾经雷打不动的年终仪式悄然退场或大幅缩水。当人们谈论它 的变化时，语气里没有愤怒，甚至鲜有怀念，只有一种近乎"麻木"的平静。这份平静背后，是一个正 在压倒一切的共识——活下去。 一场集体仪式的"退化" 年会曾经是集体归属感的象征。上世纪八九十年代，由单位组织的联欢会可以说是年会的雏形：工厂 礼堂作为年会场地、员工自发排练节目、单位负责采购瓜子糖果，而举办这场联欢会的核心目的是营 造集体归属感。 来源丨 惊蛰研究所（ID：jingzheyanjiusuo） 作者丨 娅沁 图源丨Midjourney *电影《年会不能停》剧照 进入二十一世纪，随着市场化改革深入和经济增长加速，年会迅速演变为企业实力的展示窗口，活动 规模和预算不断攀升。然而近年来， ...

Core Insights - The article discusses the challenges faced by AI hardware companies, particularly highlighting the case of Rabbit, which was once considered a leading product but ultimately failed due to high return rates and cash flow issues [4][5]. - It emphasizes that many current AI hardware products are transitional and do not meet user expectations, indicating that the market is not yet ready for a breakthrough akin to the iPhone [5][8]. Group 1: Market Challenges - Rabbit's experience illustrates that high sales do not guarantee success; instead, negative user feedback can lead to financial collapse [4]. - Many AI hardware products on the market are perceived as toys and fail to deliver on their promises, lacking real-time interaction capabilities [5][7]. - The current AI hardware landscape is characterized by products that are more about the concept of AI rather than practical applications, leading to user disappointment [8][10]. Group 2: Investment Opportunities - Despite the challenges, there is a significant investment interest in AI hardware, with some companies experiencing dramatic valuation increases, such as an AI glasses company whose valuation rose by 240% in just two hours [14]. - The article notes that the AI hardware investment trend is particularly strong in China, where there is a mature supply chain and a pool of young engineers [13][14]. - Successful AI hardware startups are often led by individuals with strong backgrounds, including those from major tech companies, which attracts substantial investment [15][16]. Group 3: Future Directions - The article suggests that the future of AI hardware is uncertain, with no clear standard for what successful products will look like, as traditional metrics for success may not apply [18][20]. - Companies that can quickly iterate and adapt their products to meet market needs are more likely to succeed, as seen with firms like玄源科技, which maintain control over their development processes [21][22]. - The potential for unique market opportunities remains, as evidenced by successful products like the AI recording pen Plaud, which found a niche in the market despite initial skepticism [20][22].

Core Viewpoint - The article highlights the significant advancements and market potential of SEAHI Robotics, a company specializing in underwater robotics, which has recently completed a substantial financing round and is poised to revolutionize the marine service industry with its innovative technology [5][21]. Company Overview - SEAHI Robotics, founded by Chen Xiaobo, focuses on the autonomous development of marine general-purpose robots, aiming to enhance operational efficiency and safety in underwater environments [5][8]. - The company has developed a unique underwater robot capable of operating in real marine conditions, which is a significant technological advancement in the industry [11][12]. Market Position and Investment - SEAHI Robotics has attracted significant investment, including multiple rounds from prominent investors like Jingshan Capital, indicating strong confidence in its business model and market potential [5][19]. - The company is recognized for its "full-stack self-research" capabilities, which create high barriers to entry in the underwater robotics market [12][19]. Product Offerings - The product line includes: - "Tiger Shark" series for surface patrol and environmental monitoring [12]. - "Tiger Whale" series for cleaning and maintenance of port and marine infrastructure, which is currently the main commercial product [12]. - OceanX series targeting deep-sea exploration and operations [12]. - The robots are designed to operate efficiently in various marine environments, significantly reducing the time and cost associated with traditional underwater cleaning methods [14][15]. Efficiency and Cost Savings - SEAHI Robotics' technology reportedly increases cleaning efficiency by 50 times compared to manual methods, drastically reducing operational time from weeks to hours [14][15]. - The company claims that using its robots can save shipping companies substantial fuel costs, with one case study showing a savings of 500,000 yuan per voyage due to improved vessel speed [15]. Future Prospects - SEAHI Robotics aims to expand its applications beyond ship cleaning to include marine photovoltaic and wind energy sectors, as well as deep-sea mining and data center operations [20][21]. - The company is actively working on developing new products, including the first marine photovoltaic robot capable of autonomous operation and underwater wireless charging [20].

Group 1 - Samsung Electronics is set to begin mass production of HBM4 as early as the third week of February, which will be used in NVIDIA's next-generation AI computing platform, Vera Rubin [2] - The storage industry is expected to see its value rise to $551.6 billion by 2026, driven by the AI boom, which is more than double the value of the foundry industry, projected to reach $218.7 billion [2] - Lingyi iTech has established an embodied intelligence super factory in Beijing, aiming for a production capacity of 10,000 units by 2026, expanding to 50,000 units by 2030 [2] Group 2 - Samsung Display is considering expanding its OLED panel production capacity in response to Apple's plans to launch the iPhone Flip, following the iPhone Fold [2]

「IPO全观察」 栏目聚焦首次公开募股公司，报道企业家创业经历与成功故事，剖析公司商业模式 和经营业绩，并揭秘VC、CVC等各方资本力量对公司的投资加持。 作者丨冯汝梅 编辑丨关雎 2月10日，爱芯元智半导体股份有限公司（股票代码：00600.HK，下称"爱芯元智"）在港交所主板 敲钟上市，成为港股" 中国边缘侧AI芯片第一股 "。 爱芯元智开盘股价报28.2港元/股，开盘市值166亿港元。公司全球发售约1.05亿股H股，募资29.59 亿港元。 爱芯元智是一家无晶圆厂（Fabless）半导体企业，主要设计和销售AI推理系统芯片（SoC）产品， 广泛应用于AIOT、消费电子、智能汽车、机器人等边缘与终端设备，为它们提供本地化AI视觉感知预 处理与端侧AI推理计算能力。 自2019年成立以来，公司已完成五代SoC芯片的独立研发并实现商业化。截至2025年9月，芯片累 计出货量超过1.6亿颗。 根据灼识咨询的数据，按2024年出货量计， 爱芯元智在"中高端视觉端侧AI推理芯片"这个细分赛道 里位居全球第一，拿下了24.1%的市场份额。 本次IPO，爱芯元智引入了包括豪威集团、雅戈尔、德赛西威、均胜电子等在内的16 ...

以下文章来源于白鲸出海 ，作者白鲸小编 白鲸出海 . 白鲸出海，泛互联网出海服务平台，白鲸专注于具备互联网属性的行业、公司、产品和服务的出海，包 括应用、游戏、电商、区块链、智能手机及硬件、旅游、网络文学、影视、动漫、教育、体育和金融 等。 来源丨白鲸出海（ID：baijingapp） 作者丨 Lainya 编辑丨 殷观晓 图源丨摄图网 远离屏幕，更多是因为"脑仁疼" 上瘾、爱玩，二十多年前"上线"的智能手机，成了我们最离不开的物件。 Eyesafe 报告以当前趋势推算，一个人一生中可能有四分之一的时间都在盯着屏幕，总暴露时长预计 超过 18 万小时，手机在其中"居功至伟"。而人脑的平衡机制，让已经深陷其中的我们开始想要逃 离。下了班之后，有意无意地规避手机的使用。 海外用户也是如此，德勤此前的一项调研中，超 38% 的受访者感到被手机"束缚"，并希望更好地控 制自己的屏幕使用时间。 这种逃离，也反映在人们的购买选择上。Z 世代掀起不支持社媒 App 的"笨手机"复古潮，2021- 2024 年，18-24 岁群体中"砖头机"的购买量上升 148%，而同年龄段智能手机使用量下降 12%。 图源｜HMD、卫报、 ...

Core Viewpoint - The coffee market in China is experiencing a shift as the "9.9 yuan" price point, once a dominant consumer mindset, is being challenged with price increases and changing market dynamics [4][11][21]. Group 1: Market Dynamics - Kudi Coffee, which popularized the "9.9 yuan coffee" concept, has announced the end of its unlimited "9.9 yuan" promotion, raising prices for most products by approximately 40% [4][11]. - The coffee market saw significant growth in 2023, with a 27.2% increase in market size compared to 2022, but growth rates are slowing down in 2024 [11][21]. - The number of new store openings among 23 coffee brands decreased by 46.08% in 2024 compared to 2023, indicating a trend of market saturation [11][21]. Group 2: Competitive Landscape - Luckin Coffee and Kudi Coffee engaged in aggressive price competition, with both brands gradually reducing subsidies and adjusting prices upwards [8][9]. - Other coffee brands, such as Tims, Nowwa, and Manner, have also participated in the price war, but are now facing pressure to establish brand differentiation beyond just low prices [8][21]. - New entrants like WA Coffee and Gu Ming are still attempting to attract customers with low prices, indicating that the "9.9 yuan" price point remains influential in consumer behavior [18][19]. Group 3: Financial Viability - Kudi's pricing strategy has led to financial strain on franchisees, with reports of significant losses due to high material costs and low selling prices [12][14]. - The rising costs of coffee and other materials have put pressure on profit margins, making it difficult for Kudi to maintain its low pricing strategy [14][21]. - Kudi's total store count is approximately 18,000, far from its goal of 50,000 stores by the end of 2025, highlighting challenges in scaling operations effectively [14][21]. Group 4: Future Outlook - The coffee industry is moving towards a phase where brands must focus on refined operations and customer retention rather than aggressive price competition [25][28]. - The end of the "9.9 yuan coffee" era suggests a transition towards a more sustainable business model, where brands will need to balance cost management with customer value [25][28]. - Despite the withdrawal from the "9.9 yuan" promotion, some products remain available at or below this price on delivery platforms, indicating a complex relationship between pricing strategies and consumer expectations [28].

Group 1 - Li Yaping announced the suspension of live streaming sales, stating he will focus on the Yanran Hospital work, with the next broadcast possibly a long time away. His recent live stream on February 8 attracted 16.842 million viewers and generated sales between 75 million to 100 million yuan [3][4] Group 2 - Chasing Technology invested nearly 10 million USD in advertising during the Super Bowl, showcasing its high-end smart ecosystem products. The company expects North American revenue to grow by 189% by 2025, with overseas revenue accounting for nearly 80% [5] Group 3 - The self-heating hot pot brand "Self-Heating Pot" is undergoing bankruptcy review, with a peak valuation of 7.5 billion yuan. The company has faced multiple legal issues, including over 1.4 billion yuan in executed amounts [7][8] Group 4 - Beijing Xibei Xiaoniu Catering Management Co., recently renamed to Beijing Beiniao Catering Co., has undergone management changes, with Jia Guolong stepping down as legal representative [8] Group 5 - Elon Musk stated that China is likely to dominate in AI and manufacturing if the U.S. lacks breakthrough innovations, highlighting China's advanced manufacturing capabilities and significant electricity output [9] Group 6 - Dingdong Maicai confirmed its business operations remain stable amid concerns over Meituan's acquisition, assuring customers of unchanged quality standards [10][11] Group 7 - Databricks raised 5 billion USD in funding, increasing its valuation to 134 billion USD, a 34% rise from the previous round [18] Group 8 - The Australian AI infrastructure company Firmus Technologies secured 10 billion USD in debt financing for data center expansion, aiming for a total capacity of 1.6 gigawatts by 2028 [18] Group 9 - Sensor Tower predicts that the total revenue of the top 100 mobile games will reach 53 billion USD by 2026, driven by enhanced monetization strategies [23] Group 10 - The Chinese consumer-grade XR market is projected to grow by 13% in 2025, with AR sales expected to surpass VR for the first time [22]

Core Insights - The article emphasizes the importance of growth and resilience in entrepreneurship, highlighting the journey of XSKY and its role in the AI era [1][2]. Group 1: Company Overview - XSKY was established in 2015 and is recognized as a leading provider of enterprise-level data storage solutions in China, classified as a national "specialized and innovative" small giant [3]. - The company is the largest independent distributed AI storage solution provider in China, assisting enterprises in data integration, decision optimization, and operational efficiency [3]. - XSKY's core offerings include AI data lake storage and AI training and inference storage, tailored to meet the AI transformation needs of enterprises across various sectors, including finance, telecommunications, smart manufacturing, and the internet [3]. Group 2: Technological Innovations - The company has developed proprietary technologies such as the XSEA flat architecture and XScale expansion technology, which address traditional storage bottlenecks, namely the "IO wall," "memory wall," and "gravity wall" [3]. - In 2026, XSKY plans to launch the AIMesh platform to facilitate seamless data flow and create a unified data foundation, further enhancing the value of data for enterprises and accelerating their AI transformation [3]. Group 3: Investment and Support - Northern Light Venture Capital became one of XSKY's earliest investors in 2015 and has consistently supported the company through various funding rounds, accompanying it through significant growth milestones [3].