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一个技术意义上的“影子中国”正在出现|品牌新事
吴晓波频道· 2025-09-29 00:29
文 / 飞机 "人世间数百万个闲暇的小时流逝过去,方始出现一个真正的历史性时刻。" 茨威格的这句话,很适用于 1776年。这一年,三件看起来毫不相干的大事同步发生:亚当·斯密出版了《国富论》,美国的国父们发表了《独立宣 言》,瓦特制造了世界上第一台蒸汽机。 《国富论》发布前的 300年,哥伦布开启大航海时代,由此形成的"大西洋自由贸易经济圈",是全球化贸易的母体,也是《国富论》的灵感来源; 瓦特的蒸汽机则吹响了工业革命的第一声号角,人类自此掌握了超越自身百倍、万倍乃至无穷的动能。 当科技与大西洋自由市场经济交汇,释放出了惊人的力量,财富快速膨胀,新生产力不断涌现 ——这一年成了人类文明的分水岭。 茨威格的这句话,放在当下的中国来看,亦愈发应景。 9月25日,一场主题为"生而全球·AI时代的中企出海"峰会在云栖大会召开,为一个初见端倪的新分水岭时刻,留下生动注脚。 吴老师在峰会的开场白,便是从引用《国富论》里的名句开始。 一场听到"炮声"的峰会 在去年年终秀上,吴老师将 "生而全球"的企业出海浪潮和人工智能革命视作这一代中国创业者最为重要的两个"百年机遇",而这场峰会恰好将两 大机遇点交集于一处。 现场他说道: ...
119座城市的生活账单出炉,谁是下一座机会之城?
吴晓波频道· 2025-09-28 00:31
Core Viewpoint - The economic data and living parameters of cities are becoming a reference for young people when choosing where to live and work in China, with a growing focus on second and third-tier cities that offer better living conditions and lower costs [2][4][28]. Group 1: City Selection Trends - Young graduates are increasingly considering factors like living costs, job opportunities, and quality of life when selecting cities, with many opting for second and third-tier cities over first-tier ones [4][6][8]. - The emergence of professional "city selection consultants" indicates a rising demand for tailored city recommendations based on individual preferences [4][6]. - A detailed comparison of key indicators across 119 cities reveals unique characteristics and attractions of each city, influencing young people's decisions [8][10]. Group 2: Consumption Patterns - The social retail sales (社零) data reflects the consumption dynamics of cities, with Chongqing surpassing Shanghai to become the top city in total retail sales, while cities like Wuhan, Chengdu, and Hangzhou show strong growth rates [12][18]. - In July, Chengdu and Hangzhou exhibited remarkable retail sales growth rates of 16.4% and 11.97%, respectively, indicating a consumption boom [12][18]. - The consumption characteristics of cities vary, with some focusing on upgraded consumption while others emphasize practical goods, showcasing diverse consumer behaviors [18][19]. Group 3: Income and Cost of Living - Shanghai leads in per capita disposable income at over 46,000 yuan, while cities like Hangzhou and Chongqing demonstrate high income growth rates, making them attractive for young professionals [30][31]. - The cost of living in cities like Beijing, Shanghai, and Guangzhou remains high, but emerging cities like Chongqing and Hefei offer better value for money, appealing to cost-conscious individuals [34][31]. - The average monthly salary in various cities is rising, with new first-tier cities like Hangzhou and Nanjing joining the ranks of cities where earning over 10,000 yuan per month is becoming common [37][39]. Group 4: Quality of Life Considerations - Factors such as housing, commuting, and retirement options are increasingly important for young people when choosing a city, with many prioritizing quality of life over mere financial gain [43][44]. - The rental market in first-tier cities is cooling, while demand in second and third-tier cities is on the rise, reflecting a shift in preferences towards more affordable living options [44][50]. - Commuting times and costs are critical factors, with cities like Shenzhen and Guangzhou showing improvements in commuting efficiency, enhancing overall living satisfaction [47][50]. Group 5: Future Living and Retirement - Discussions around future living and retirement options are gaining traction among young people, with many considering cities that offer a good quality of life for later years [52][54]. - The latest rankings of wellness cities highlight places like Haikou and Guangzhou as top choices for retirement, emphasizing the importance of health and well-being in city selection [52][53].
当AI有了大脑和身体,世界将如何改变?| 品牌新事
吴晓波频道· 2025-09-28 00:31
Core Viewpoint - The article discusses the evolution and future direction of Alibaba's cloud and AI strategies, emphasizing the significance of the annual Yunqi Conference as a platform for showcasing advanced technologies and innovations in AI and cloud computing [4][10]. Group 1: Conference Overview - The Yunqi Conference has transformed from a local internet technology exhibition to an international technology event, attracting a diverse audience including foreign participants [9][8]. - The theme for this year's conference is "Cloud Intelligence Integration, Silicon-Carbon Symbiosis," highlighting the focus on AI and cloud technologies [4]. Group 2: ASI Declaration and Strategic Path - Alibaba's CEO, Wu Yongming, introduced the "ASI Declaration," outlining a three-step path towards achieving Super Artificial Intelligence (ASI) [11]. - The first phase involves AI learning from vast human knowledge, the second phase focuses on AI's autonomous actions to assist humans, and the third phase aims for AI to surpass human capabilities through self-learning and real-world data integration [13][14][15]. Group 3: Investment and Infrastructure - Alibaba plans to invest 380 billion yuan over the next three years in cloud and AI infrastructure, exceeding the total investment of the past decade [18]. - The company aims to enhance its AI capabilities significantly, with projections indicating a tenfold increase in energy consumption for global data centers by 2032 [18]. Group 4: AI Supercomputer and Technological Advancements - Alibaba is developing a comprehensive AI supercomputer that integrates AI chips, cloud computing platforms, and foundational models, representing a full-stack approach to AI [20][30]. - The newly released models, such as Qwen3-Max and Qwen3-Next, demonstrate significant advancements in performance and efficiency, with Qwen3-Max surpassing GPT-5 and Claude Opus 4 in various benchmarks [23][24]. Group 5: Agent Development and Ecosystem - The introduction of the ModelStudio-ADK framework allows for the rapid development of intelligent agents, enabling them to perform complex tasks autonomously [27]. - Over 200,000 developers have created more than 800,000 agents using Alibaba's cloud services, significantly impacting various industries, including automotive and finance [28]. Group 6: Competitive Landscape - Alibaba has established itself as a leading player in the global AI cloud market, competing with major international firms and aiming to secure a position among the few remaining global super cloud computing platforms [36][35]. - The demand for AI computing power has surged, with Alibaba's AI computing capacity increasing over fivefold in the past year, indicating a robust growth trajectory in the AI infrastructure sector [35].
香港的“黄金崇拜”
吴晓波频道· 2025-09-27 00:29
整个事件犯罪人员近 20个人。9月18日,黄金全数追回,7人落网;9月19日,14人落网。案件主谋徐某与工场负责人原为生意伙伴,因生意纠纷 遂出此下策。 香港黄金劫案 " 一如互联网巨头对人们的生活与思想的深刻改变 ,对于诞生不少白手起家的黄金巨富的香港来说, ' 黄金崇拜 ' 也由此奠定。 " 文 / 巴九灵(微信公众号:吴晓波频道) 凌晨 5时30分左右,香港红磡鹤园东街1号富恒工业大厦中的一个打金工场,缓缓走进10个男子。 场内几个值班工人见有熟人领着, 来人不少是普通工人模样,以为是老板找了人来取货,就眼见他们将已熔为金粉和金粒的黄金取走,共重 60多 公斤,总值约5900万港元。 点击上图▲立即收听 他们很快知道这是明目张胆的抢劫,尽管对方一未蒙面、二未持械。事后,这伙人赶走他们、用铁链锁锁门、拿走监控视频,逃之夭夭。 这就是 十天前 发生在香港、震惊全国的 "黄金大劫案"。当然,它很快又以最缺乏戏剧性的方式落幕: 当天夜间, 国际 现货黄金价格 突破 370 0 美元 /盎司,刷新历史 最高 纪 录,较年初的 2644美元/盎司涨了40%,较2022年底的1824美元/盎司 直接翻倍。 黄金大劫案 ...
洞悉未来十年科技趋势,这趟美国之行给你答案
吴晓波频道· 2025-09-27 00:29
在CES,看见未来的轮廓 CES被业界誉为"消费电子春晚",一直是全球科技潮流的风向标。在这里,你将见证技术从概念到落地的完整轨迹。 回顾今年年初的CES,几个趋势已清晰可见,为我们预判明年指明了方向:人工智能不再是孤立的功能,而是如水电般融入产品的底层能力。 2025的CES展,它们分别是: 首先,具身智能机器人从实验室迈向家庭。 斯 坦福机器人实验室孵化的家庭服务机器人已能完成煮咖啡、整理衣物等复杂任务;而中国企业宇 树科技展示的双足机器人,则在运动平衡上取得了重大突破,预示着智能家居的下一个形态。 资本视角的投资逻辑。助你构建创新认知框架,把握AI时代发展先机。 点击上图▲立即报名 被誉为"全球科技年度盛会"的CES,将于2026年1月在美国拉斯维加斯再度揭幕。 今年我们将继续组团带大家去现场深度观展;随后深入硅谷创新腹地,参访斯坦福大 学、Google、Meta和500 Global等顶尖机构,并与AI硬件等专家零距离对话,探 讨行业趋势与机遇,你将收获顶尖学府的创新思维、科技巨头的AI布局与实践、以及 如果说有一个地方能够让你一眼看透未来十年的科技趋势,那一定是每年1月在美国拉斯维加斯举办的国际消费 ...
特朗普再次挥舞关税大棒,公募基金规模突破36万亿 | 财经日日评
吴晓波频道· 2025-09-27 00:29
商务合作▲点击图片 全国基本养老保险参保人数达10.72亿人 9月26日,国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会。人力资源社会保障部部长王晓萍介绍,目前,全国基本养老 保险参保人数达到10.72亿人,比"十三五"末增加7300多万人,参保率从91%提高到95%以上。失业保险、工伤保险参保人数达到2.46亿、3.02 亿人,较"十三五"末分别增加2900多万、3400多万人。 人社部副部长李忠表示,基本养老保险基金实现稳健增值。"十四五"期间,持续扩大委托规模,提升投资收益。目前,基本养老保险基金投资运 营规模2.6万亿,比"十三五"末翻了一番,基本养老保险基金自2016年底启动投资运营以来,连续8年实现正收益,年均投资收益率5.15%,较好 实现了保值增值目标。(国新网) |点评| 基本养老保险覆盖率接连提升,为国内更多居民养老提供保障。今年国内对用人单位缴纳社保作出了更加严格的规定,短期内社保缴 纳人数将大幅提升,能享受到基本养老保险的居民人数也将持续增加。缴纳养老保险金减少了个人当期收入,但却为老年生活提供了一份保 障,每年养老金还会根据物价涨幅进行上调,在一定程度上保障了养老 ...
西贝、始祖鸟事件背后的“登味”与“听劝”
吴晓波频道· 2025-09-26 00:21
Core Viewpoint - The article discusses the evolving relationship between brands and consumers, emphasizing the need for brands to adopt a more empathetic and responsive approach to consumer feedback and societal changes [5][10][26]. Group 1: Brand-Consumer Relationship - Many established brands are increasingly losing consumer favor, leading to a phenomenon known as the Tacitus Trap, where public trust is eroded, and any brand communication is met with skepticism [5][6]. - Brands are categorized into two types based on their marketing styles: "Dengwei" (arrogant) brands that attempt to educate consumers and "Tingquan" (responsive) brands that actively engage with consumer feedback [8][9]. - The disconnect between brands and consumers is exacerbated by the rise of social media, which allows for real-time, direct communication, making traditional one-way brand messaging ineffective [10][11]. Group 2: Consumer Expectations - New generations of consumers prioritize self-expression and value recognition, expecting brands to be relatable and authentic rather than authoritative [14][15]. - The perception of brands varies significantly based on the value contracts established with consumers, where high-end brands face greater scrutiny if they fail to meet elevated expectations [19][20]. - Brands must balance between leading consumer demand and responding to consumer feedback, as failing to adapt can lead to negative public perception [21][23]. Group 3: Communication Strategies - Brands often experience a disconnect in storytelling, language, and power dynamics, leading to a lack of resonance with consumers [26]. - Effective brand communication in the social media era requires a shift from traditional marketing to a more interactive and emotionally engaging approach [27][36]. - Brands should focus on building genuine relationships with consumers through transparency, community engagement, and personalized communication [28][30]. Group 4: Future Directions - Brands need to reassess their value propositions and ensure alignment between their promises and actual practices to avoid backlash [34]. - The shift from transactional marketing to long-term customer relationship management is essential for sustaining brand loyalty and trust [35]. - Authenticity and sincerity in brand messaging are crucial for long-term success, as consumers increasingly value genuine interactions over superficial marketing tactics [38].
学校食堂采购验收指引发布,电动隐藏门把手或退场 | 财经日日评
吴晓波频道· 2025-09-26 00:21
Group 1: Trade Agreements and Economic Impact - The U.S. has reduced tariffs on EU imported cars to 15% as part of a trade agreement, previously facing an additional 25% industry tariff [2] - The EU has committed to eliminating tariffs on all U.S. industrial products and increasing market access for U.S. seafood and agricultural products [2] - The trade agreement is seen as a necessary concession by the EU to protect its automotive industry, which has faced declining exports due to previous tariffs [2][3] Group 2: Digital Consumption Development - The Ministry of Commerce and eight other departments have issued guidelines to promote digital consumption, focusing on supply, business growth, and support systems [4] - The guidelines emphasize the need for effective supply of new digital products, including AI devices and smart retail solutions [4][5] - The government aims to stimulate consumption as a key strategy for economic stability, with potential direct subsidies to consumers being considered [5] Group 3: School Food Safety Regulations - New guidelines for the procurement and inspection of bulk food supplies in school cafeterias have been released to enhance food safety [6] - Schools are required to procure from suppliers with valid qualifications and a clean safety record over the past three years [6][7] - The guidelines aim to address public concerns over food safety in schools, particularly in light of recent incidents [6][7] Group 4: Electric Vehicle Design Standards - A draft national standard for automotive door handles has been released, potentially phasing out electric hidden door handles due to safety concerns [8] - The new standard requires door handles to provide adequate space for hand operation, addressing issues of accessibility and safety during emergencies [8][9] - The shift away from electric hidden door handles reflects a prioritization of safety over aesthetic design in the automotive industry [8][9] Group 5: Tax Reporting Regulations for Platform Enterprises - New tax reporting regulations for internet platform enterprises will be implemented to enhance tax compliance and oversight [10] - The regulations require platform operators to report comprehensive income and identity information of their workers, aiming to close tax loopholes [10][11] - While the new rules may not increase tax burdens for compliant businesses, they could impact pricing and revenue models within the platform economy [11] Group 6: Global AI Investment Trends - Global AI investment is projected to reach $1.26 trillion by 2029, with a compound annual growth rate of 31.9% [13] - The U.S. is expected to dominate the AI market, holding over 55% of the market share by 2025, while China is also a significant player with a projected investment of over $111 billion by 2029 [13][14] - The competition in AI investment is intensifying, with governments and tech companies worldwide increasing their funding and resources [13][14] Group 7: Future of Flying Cars - Xiaopeng Motors plans to mass-produce the world's first flying car by 2026, having invested significantly in prototype development [15] - The flying car is expected to revolutionize urban commuting, although safety and regulatory challenges remain [15][16] - The commercial viability of flying cars is uncertain, as operational limitations and pilot training requirements could restrict their use [16]
9:00中国品牌全球化大会:为增长而出海 |今日直播
吴晓波频道· 2025-09-26 00:21
点击上方按钮▲ 预约直播 文 / 巴九灵(微信公众号:吴晓波频道) 从 " 产品出海 " 到 " 品牌出海 " ,从 " 代工贴牌 " 到 " 自主创新 " ,中国品牌正在全球市场迎来一场前所未有的身份转变。 十年前,我们还在讨论如何 " 走出去 " ;十年后的今天,我们在思考怎样 " 走上去 " " 走进去 " 。 在全球贸易格局重构、数字化浪潮席卷的当下, 中国品牌是否已经做好了迎接全球化 2.0 时代的准备? 我们是否真正理解不同市场的文化、习惯与信任机制? 我们能否在供应链、渠道、品牌价值观上实现深度融合? 9 月 26 日上午 9:00 ,吴晓波频道视频号直播间将全程直播《中国品牌全球化大会》 , 汇集多位一线出海企业家、平台负责人、国际营销专 家,分享实战经验与趋势判断。 我们将重点探讨以下话题: 1. 全球化变局下,跨境电商如何重构出海路径? 真正的出海,是让品牌价值成为用户心中的"新大陆",而不是在流量的红海里漂泊。 点击下方卡片,一键预约直播,我们一起在中国品牌的世界时间,找到你的坐标。 点击下方按钮▼ 预约直播 2. 从"中国制造"到"中国品牌",我们该如何系统打造全球影响力? 3. 俄罗 ...
在工博会找一个“AI脑”|品牌新事
吴晓波频道· 2025-09-26 00:21
Core Viewpoint - The article emphasizes the growing importance of industrial AI in transforming manufacturing processes, highlighting the need for companies to adopt AI solutions to enhance efficiency, reduce costs, and improve decision-making capabilities [4][7][29]. Group 1: Industrial AI Demand - Industrial AI has become a central topic in various industry events, with companies actively seeking AI solutions to address specific operational challenges [3][8]. - The demand for AI solutions is driven by both competitive pressures and a proactive desire for transformation among Chinese enterprises, with a significant portion already integrating AI into their operations [12][15]. - As of September 2023, the penetration rate of AI applications in China's logistics and supply chain sector exceeds 37%, with transportation applications reaching 78% [12][13]. Group 2: AI Solutions and Implementation - The industrial AI landscape is characterized by a dual role of "seekers" (companies looking for AI solutions) and "platform builders" (companies like Siemens providing comprehensive AI solutions) [9][11]. - Siemens has showcased its capabilities in AI-driven solutions, such as reducing programming and debugging cycles by 30% through intelligent assembly equipment [9][25]. - The integration of digital twin technology with AI is highlighted as a key method for validating AI decisions before implementation in physical production lines, thereby minimizing risks [21][26]. Group 3: Future of Work and AI - The article discusses a fundamental shift in the workforce dynamics, where AI will take over repetitive tasks, allowing human workers to focus on complex decision-making [28][30]. - Siemens is positioned as a leader in this transformation, having a long history of AI exploration and a commitment to developing practical AI applications for industrial settings [30][31]. - The ultimate goal of industrial AI is to enhance system efficiency and enable human workers to concentrate on innovation and strategic decisions, fostering sustainable growth in manufacturing [33].