以下文章来源于旅界 ，作者theodore熙少 旅界 . 跟踪时代浪潮，讲述文旅商业好故事。 本文来自微信公众号： 旅界 ，作者：theodore熙少，头图来自：AI生成 一 春节将至，国内各地外国人浓度突然高了起来。 这两天，一位在成都成华区某中端连锁酒店工作的朋友在旅界社群里晒了张截图，是他所在酒店的春 节订单构成。 他说，自己本来只是想感慨一下今年春节又要满房了，结果翻了翻订单才发现，今年春节期间，每天 竟然差不多有三分之一是老外。 | In I- LAST, BARRAS | on India I BLAA. I | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 可售房数 | 出租房数 | 出租率 | 外籍客人 | 外籍占比 | 国内客人 | 国内占比 | 平均房价(元) | | 2/15 | 453 | 410 | 90.5% | 123 | 30.0% | 287 | 70.0% | 438 | | 2/16 | 453 | 418 | 92.3% | 125 | 29.9% | 293 | ...

Core Viewpoint - The article discusses the rise of "Crispy Honey Kumquat" as a new luxury fruit, particularly popular among middle-class consumers, and its significant market presence, especially in tech companies like ByteDance and NVIDIA [5][20]. Group 1: Market Trends - The "Crispy Honey Kumquat" has gained immense popularity, with discussions on social media platforms exceeding 100 million and over 800 million views on Douyin [5]. - The fruit is being marketed as a premium product, with prices reaching up to 15 yuan per piece, making it more expensive than Ferrero chocolates [7][12]. - Sales of the kumquat have increased significantly, with a reported 25% growth in sales from the previous year [14]. Group 2: Product Characteristics - The "Crispy Honey Kumquat" is characterized by its thin skin, large size, and high sweetness, with a sugar content exceeding that of typical fruits like watermelon and strawberries [14][22]. - The fruit's unique breeding process has led to a product that is 100% edible, with a long shelf life, making it suitable for both domestic and international markets [22][23]. Group 3: Economic Impact - The production area for "Crispy Honey Kumquat" in Guangxi has expanded to 231,000 acres, with an expected total output of 287,000 tons and a market value of approximately 5.6 billion yuan [23]. - The brand value of Guangxi kumquat has increased from 4.54 billion yuan to 5.92 billion yuan, marking it as one of the fastest-growing geographical indication brands in the region [23]. Group 4: Consumer Behavior - The kumquat has become a status symbol among middle-class consumers, often used as a gift due to its perceived quality and auspicious connotations [16]. - The fruit's high price point has led to a phenomenon where consumers are willing to pay a premium for perceived quality, with some consumers expressing surprise at the taste compared to traditional kumquats [11][17]. Group 5: Future Outlook - The article suggests that while the current trend is positive, there are concerns about maintaining quality and price stability as production scales up, drawing parallels to other fruits that have experienced market saturation [29][37]. - The commercialization of "Crispy Honey Kumquat" is still in its early stages, with expectations that it may reach its peak in the coming years [36].

Core Viewpoint - Seedance 2.0, developed by ByteDance, has gained significant attention for its advanced video generation capabilities, raising concerns about the implications of realistic AI-generated content and its potential impact on the industry [4][7][20]. Group 1: Seedance 2.0 Features and Impact - Seedance 2.0 allows users to input multiple types of media (text, images, videos, audio) simultaneously, enhancing creative flexibility [10][14]. - The model's ability to simulate physical phenomena, such as gravity and motion, significantly improves the realism of generated videos, reducing common artifacts like "floating" objects [15][26]. - The introduction of precise frame transitions and storyboard-driven video generation allows for a more controlled and coherent narrative flow in the output [16][18]. - The model's performance has led to a surge in stock prices for companies in the media and AI application sectors, with some stocks rising by 10% in a single day [7][8]. Group 2: Industry Reactions and Concerns - The rapid success of Seedance 2.0 has sparked fears among industry experts about the potential for misuse and the erosion of content authenticity [6][21]. - Previous models like Sora 2 faced significant challenges, including a sharp decline in user retention and issues related to copyright and digital rights, which may serve as cautionary tales for Seedance 2.0 [8][41][44]. - The model's ability to generate content featuring popular IP characters raises ongoing copyright concerns, prompting ByteDance to take a more cautious approach to its features [46][48]. Group 3: Future Considerations - The long-term success of Seedance 2.0 will depend on its ability to create meaningful user experiences and integrate deeply with existing platforms like Douyin and Jianying, forming a comprehensive creative ecosystem [48][49]. - The model's advancements in understanding physical laws and causal relationships may position it closer to achieving Artificial General Intelligence (AGI), as it demonstrates a shift from mere pattern recognition to conceptual reasoning [28][30][34].

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【黄金重回5000美元，白银涨超7%】 周一美股三大股指收盘普涨，道指涨0.03%，纳指涨0.90%，标普涨0.45%。英伟达涨超2%，苹果跌超1%，谷 歌微涨，微软涨超3%，亚马逊跌0.65%，Meta涨超2%，博通涨超3%，特斯拉涨超1%。纳斯达克中国金龙指数 收涨0.12%，热门中概股涨跌不一。 随着华尔街对人工智能可能给软件股带来的潜在颠覆愈发警惕，微软公司的股票在不到一周内第二次遭到评级 下调。 周一，Melius Research将微软评级从"买入"下调至"持有"，理由是对资本开支（capex）以及微软以Copilot为品 牌的产品的担忧。Copilot是微软向办公人群销售AI软件工具的主要载体。此前，上周晚些时候，Stifel也做出 了类似的下调，分析师当时警告称微软Azure云计算业务的增长速度存在隐忧。 此次评级下调发生在投资者对整个软件行业长期前景愈发不安之际。来自Anthropic等公司的AI工具被视为重 要的颠覆力量，并可能对增长构成长期、甚至永久性的逆风。高盛的一篮子软件股自1月下旬以来 ...

A股这7大板块，勾勒出中 国经济全貌 出品 | 妙投APP 作者 | 妙投团队 编辑 | 丁萍 头图 | AI制图 幸福的人大致相同，不幸的人各有各的不幸。 银河证券研报显示，截至1月31日，2956家A股上市公司已披露2025年年报业绩预告，披露率为54%。其中 电机、地面兵装、个护用品、风电设备预喜率 （包括扭亏、续盈、略增、预增等情形） 超过70%，汽车行 业超过50%，受益于AI算力需求的电子和通信行业，预喜率分别达到45%和37%。这些大体上属于科技、高 端制造、新消费等领域。 而传统行业，大多较为一般。 煤炭、房地产、轻工制造、建筑装饰、食品饮料、社会服务、石油石化等行业预喜率较低，均低于25%； 焦炭、体育、林业、农业综合、厨卫电器、油气开采、白酒行业预喜率更是均为0%；传统行业中预喜率较 高的，主要是非银金融、有色金属、钢铁、公用事业等少数行业。 展望2026年，有些业绩不错的行业，有望继续保持成长。而有些2025年经营惨淡的行业，也有边际复苏的 机会，或者有复苏的预期。 这句话放到宏观经济各个层面中来看，也是如此。有的行业经历着良好的增长，有的行业在期待着复苏的 曙光。 2025年到现在，无 ...

以下文章来源于深圳微时光 ，作者黄小邪 深圳微时光 . 寻找深圳的每一寸惊喜。 本文来自微信公众号： 深圳微时光 ，作者：黄小邪，题图来自：虎嗅（张一然拍摄） 1月底的一天，华强北赛格康乐市场一间档口内，老板老张将手里的翻译器，凑近身旁的老外耳边， 翻译器用英文重复了他刚刚的话："你手里这个是老款，现在没货了，可以看看这款。"老外点头，又 冲着老张手里的翻译器说了一段英文。 翻译器就是老张的主营产品，这名老外要订购20台翻译器。两人谈妥了价格，但老外没有付款，表 示自己要再转转。"他还会回来的"，老张笃定地说。 眼下，就连华强北的摊贩、摩的佬，也能说出不少做老外生意的细节。"老外爱吃哈密瓜、草莓、菠 萝、桑葚这些，反正酸的他就不吃"，一个卖甘草水果的男人说。"黑人老是搞价钱，你说你不拉，他 还非要坐"，街口的摩的佬吐槽。 在华强北，老外都在买什么？ 做外贸生意的Allen将华强北街头的老外分为三类：一类为了商务考察或选品，一类是到广东出差或 旅游，把华强北作为观光购物点，还有一类以来自广州的背包客为主。 "现在很多老外也喜欢货比三家。"Allen说。他在深圳做过七年外贸工作，去年注册了外贸公司做电 子产品出口 ...

以下文章来源于凤凰WEEKLY ，作者凯斯 凤凰WEEKLY . 有温度、有情感、有趣味 本文来自微信公众号： 凤凰WEEKLY ，编辑：章鱼，作者：凯斯，原文标题：《春节第一社交「硬 通货」，又涨价了》 每逢过年，都是一次对钱包的大考。 机票高铁的花销自不必说，光年礼一项就称得上是春节销金窟。 在今年的诸多春节销金窟中，炒货荣登刺客榜首。 办公室的小k决定带点儿炒货回老家。来到公司楼下的炒货店，她本着"各家都要考虑到的原则"拿了 七八包，到了收银台，小票上的数字让她两眼一黑。 松子，蘑菇脆，巴旦木，水果冻干...... 原本只是一样拿一点尝尝，账单居然要600多。 打开手机一查，小k发现瓜子比猪肉贵已经登上热搜了。 明明是平时节日聚会、家庭茶几上摆的常见干果，怎么一眨眼就都换上了三位数的价签？ 小k破防了，都说有钱没钱回家过年，但没人说过： 回家过年的每一步路，都是拿钱铺出来的啊。 月入几万，都不能实现「炒货自 由」？ 实际上，从两三年前开始，炒货的价格就已经开始屡屡摸高了。 高到什么程度呢？ 有人说，炒货炒货，就是一种越炒越贵的货。 狭义上，它指的是炒制出锅的瓜子栗子和花生，广义上，它还能涵盖在同一店铺售 ...

Core Viewpoint - The article discusses the significant impact of AI programming tools on the tech industry, particularly the replacement of mid-level programmers with AI, leading to a transformation in employment dynamics within the sector [5][6]. Group 1: AI Impact on Employment - A major internet company has reduced its programming team by one-third over two years due to AI tools, with plans for further reductions [5]. - The strategy involves replacing experienced mid-level programmers with younger, less expensive talent, as AI can effectively handle the tasks previously performed by these workers [5][6]. - The trend of using AI to replace lower-value human labor is prevalent across the tech industry, raising questions about the sustainability of this approach [6]. Group 2: New AI Tools - Recent releases of Claude Code and GPT-5.3-Codex have revolutionized programming capabilities, allowing for more automated and intelligent application development [6][9]. - Claude Code is noted for its strong reasoning abilities and support for long context windows, while Codex excels in execution speed and automation [10][11]. - The emergence of these tools signals a potential shift in the software outsourcing industry, as AI may replace human developers entirely [12]. Group 3: Market Reactions - The release of advanced AI models has caused panic in the capital markets, particularly among gaming companies and game engine developers [12]. - The introduction of new models like ByteDance's Seedance 2.0 has further intensified discussions about the impact of AI on various industries, including video production [13]. Group 4: Future Outlook - The article suggests that companies not primarily focused on software development will likely downsize their development teams, as AI tools become more user-friendly and capable [12]. - The tech industry is at a crossroads, with companies needing to adapt quickly to survive and thrive in an AI-driven landscape [14].

以下文章来源于深氪新消费 ，作者朱末 本文来自微信公众号： 深氪新消费 ，作者：朱末 "奶中黄金"又出事了。 近日，广西知名乳企桂牛水牛乳业因产品检出黄牛源性成分被罚近7万元的消息，再次将水牛奶行业 的标准模糊与监管难题推上风口浪尖。 根据市场监督管理局的公告，桂牛乳业2025年6月6日生产的720件"高钙水牛奶"（蓝版），被检出同 时含有黄牛源性成分与水牛源性成分。而按照产品设定，该款水牛奶应仅以生水牛乳为原料，严禁添 加其他品种原料乳。 无独有偶，顶着"网红水牛奶"光环的百菲乳业，A股冲刺之旅也宣告"戛然而止"，不仅未能敲开上交 所的大门，反而在聚光灯下"原形毕露"——靠着"水牛奶"这个细分品类走红的百菲乳业，被扒出某些 爆款竟然属于"调制乳"。 深氪新消费 . 深氪新消费成立于2016年，聚焦新经济，关注新消费、新零售等领域的商业进化。 水牛奶之所以备受追捧，正是源于其差异化特性。根据《食品工业科技》杂志发表的论文验证，水牛 奶的蛋白质含量是普通牛奶的1.5倍，钙、磷、生育酚、维生素A等矿物质显著高于普通牛奶。 正因如此，在各大电商平台上，水牛奶产品的售价普遍是普通牛奶的2-3倍，但依然让消费者心甘情 ...

以下文章来源于斑马消费 ，作者陈碧婷 寻找泛消费领域的斑马企业 本文来自微信公众号： 斑马消费 ，作者：陈碧婷，题图来自：视觉中国 铜，原本属于常见的工业原料，近期，却忽然被推入了公众的可持有资产配置里。 热度来得很快，一根1000克的金属条，封装、刻字、编号、配证书，摆上柜台与直播间，像极了贵 金属。许多人下单时并不笃定要赚多少，反而更在意手里多点实物就踏实一点。 而深圳水贝的铜条"禁售"风声之所以刺耳，是因为它戳中了热潮里最软的环节。 那些刚刚完成的下 单，瞬间就要面对买入容易、卖出难的现实命题。 这一畸形热潮背后，并非铜突然变得稀缺，而是安全感在找出口。 2026年1月22日，SMM所列的长江现货1 #铜均价为100410元 /吨，上海期货交易所的沪铜日行情也 在相近区间波动。然而，当这些数字在直播间里被反复转述，情绪就可能替代计算，许多人并不真正 理解"吨"的交易尺度，反而更容易被1000克一条的零售形态吸引。 斑马消费 . 低门槛、高情绪 铜条之所以能冲进大众购物车，正是因为低门槛的错觉。 多方信息显示，市场上流行的铜条规格多为1000克，零售端报价曾经在180元到299元之间波动，随 后在管理收紧 ...