以下文章来源于不懂经 ，作者不懂经也叔的Rust 不懂经 . 《主权个人》：未来会活得很爽的有三种人，一是技术精英，二是各行业头部，三是有资本及良好判断 力的人。本号专注后面两种。 本文来自微信公众号： 不懂经 ，作者：不懂经也叔的Rust，原文标题：《AI将比工业革命大100 倍，普通人最值得做这一件事》，题图来自：视觉中国 在近日达沃斯世界经济论坛上，Google DeepMind的CEO、诺贝尔奖得主戴密斯·哈萨比斯说出了一 个让全场震惊的判断： "AI带来的变革，将是工业革命的10倍规模、10倍速度。" 主持人迅速接话："那就是100倍。" "是的，100倍。"哈萨比斯确认道。 无独有偶，就在几天前，硅谷传奇投资人马克·安德森也在一场播客中抛出类似观点："为什么一切即 将扩大十倍？因为当技术发生根本性突破时，基于现有市场数据的预测完全失效。" 问题是：在这场百年未见的巨变中，普通人的最佳机会在哪里？ 答案可能让很多人意外，也让一些人不屑一顾。 普通人最值得做的，不是去学Python 编程，不是去卷大厂职位，更不是去all in炒币，而是成为一名 内容创作者，或者更准确地说，成为一家"一人公司" （On ...

本文来自微信公众号： 半佛仙人 ，作者：半佛仙人，头图来自：视觉中国 每当看到一堆超市言必称胖东来的时候，我都想笑。 这些超市过到今天这个样子不是没有理由的，很多甚至都没理解胖东来到底是一家什么样的企业。 居然还想用超市的模式理解胖东来，复刻胖东来。 这就相当于想让3a大作跑在自己那个黑白屏的小学计算器上，那这个计算器不用你摁都要自动播报 66666666。 以下文章来源于半佛仙人 ，作者半佛仙人 半佛仙人 . 半佛仙人那些疯癫又暴躁的灵魂文章。 胖东来只是恰巧跟他们分在了同一个班，不代表大家是一个世界的人。 胖东来的业务模式和管理模式一开始就是无法复制的，就连于东来自己都很难说复制，我两年前都写 过，人家不出河南就是看明白了。 一 先看业务模式。 但凡觉得胖东来是超市，用超市的方式分析，根本就没玩明白游戏规则。 胖东来最核心的业务是房东。 不是超市，是房东。 有时候是大房东，有时候是二房东，但没区别，都是收租。 不要用超市那点货品差价理解胖东来。 只要保证人流和人气，他们就可以作为房东的存在来收租。 只有在这个前提下，才能理解为什么他们如此的照顾客户。 因为只要照顾好客户，他们就可以收其他来他们这里开门店的 ...

Core Insights - The hospitality and travel industry is facing a critical challenge where customer service is no longer just a response center but a key operational node that impacts conversion rates, repurchase rates, and service efficiency [3] - Travelers are increasingly impatient, prioritizing immediate responses over cleanliness or food quality, leading to rising labor costs exceeding 30% [3][4] Group 1: AI Integration in Customer Service - The integration of AI in customer service is evolving from a simple response system to a comprehensive concierge service that can drive repurchase [7] - AI can reduce ineffective inquiries and compress interaction rounds through dual engines of itinerary and location [7] - The boundaries of proactive care are defined by time thresholds, types of benefits, and push frequency [7] Group 2: Human-AI Collaboration in Customer Service - There is a need to identify which services should be handled by AI and which should remain human-operated across pre-stay, in-stay, and post-stay phases [8] - Examples of both successful and failed cases of intelligent distribution and human-machine collaboration are discussed [8] Group 3: Unique Challenges of AI in Hospitality - The hospitality sector cannot simply adopt retail models for AI customer service due to different operational needs [8] - The effectiveness boundary between scene-level knowledge graphs and Q&A knowledge bases is highlighted [8] - Compliance and safety issues arise when agents transition from "suggestion" to "execution" [8]

Core Viewpoint - The leading domestic vaccine company, Zhifei Biological, has reported its worst performance forecast since its listing, with an expected net profit loss of between 10.698 billion to 13.726 billion yuan for 2025, marking a year-on-year decline of 630% to 780% [2][3]. Group 1: Performance Analysis - The company attributes its poor performance to disappointing sales of core products, primarily relying on agency products, which accounted for over 90% of revenue in 2023 and 2024 [8]. - The sales outlook for the HPV vaccine, which is the main source of agency revenue, is critical for Zhifei's performance in 2026 [10]. - The HPV vaccine market has become increasingly competitive with the entry of domestic products, leading to a significant drop in prices and sales volumes for Zhifei's HPV vaccines [12][14]. Group 2: Inventory and Financial Pressure - Zhifei's inventory has surged to 20.246 billion yuan in Q3 2025, a 125% increase from the end of 2023, raising concerns about potential asset impairment due to unsold stock [16]. - The company has signed high-value procurement agreements with Merck, leading to further financial strain as sales decline [16][31]. - A recent loan agreement for up to 10.2 billion yuan indicates that the company is facing liquidity pressures amid stagnant sales of core agency products [31]. Group 3: Self-Developed Products - Zhifei has four self-developed products expected to launch in 2026, including flu and rabies vaccines, but these are not classified as first-class applications and face intense market competition [22][25]. - The competitive landscape for flu and rabies vaccines is challenging, with significant price reductions already observed in the market [25][27]. - Despite the potential of the 15-valent pneumonia vaccine, the existing competition and pricing strategies from other companies may limit its market impact [29].

以下文章来源于TOP创新区研究院 ，作者创新区研究组 TOP创新区研究院 . 创新区研究，就在TOP研究院。TOP研究院专注于全球创新区的一体化研究，从Talent(个人), Organization(组织), Place(区域)三大维度出发，通过"研究/连接/分享"，探索中国创新区的实践路径。 本文来自微信公众号： TOP创新区研究院 ，作者：创新区研究组，题图来自：视觉中国 2004年，如果你问一位全球顶级投资人："地球上最好的软件公司在哪里？"得到的答案只有两个： 旧金山或者波士顿。 那是双城记的时代。 波士顿拥有麻省理工 （MIT） 和哈佛，拥有以Route 128为核心的硬件与企业软件霸权；而旧金山湾 区则在那场著名的互联网泡沫破裂后舔舐伤口，蓄势待发。 二十年后的今天，情形巨变： 根据Will Manidis的数据，旧金山湾区创造了14万亿美元的企业价 值；而曾经与之分庭抗礼的波士顿，仅勉强创造了1000亿美元。 14万亿与1000亿，这是两个数量级的差距。 或者说，这是物种隔离，是霸王龙与蜥蜴的区别。 如果说纽约靠着金融帝国的余晖还能苟延残喘，那么波士顿作为一个科技中心，已经上不了主桌了 ——而 ...

以下文章来源于纪中展讲决策 ，作者纪中展 纪中展讲决策 . 纪中展｜伟事达 095 组教练|随行灯塔创始人产品社群发起人|亿级创始人的决策力教练|被企业家们称 为"黄油刀教练",温柔锋利，专切创始人的关键决策难题。 本文来自微信公众号： 纪中展讲决策 ，作者：纪中展，题图来自：视觉中国 每次王石被推上热搜，我都觉得荒诞。荒诞的不是他的人生有起伏，那谁的人生没有呢。荒诞的是一 个在中国企业发展史上写下浓重一笔的人，正在被当成段子消费。 你可以不喜欢他的婚姻，你可以看不惯他的太太，你甚至可以不同意他的很多选择，包括他讲的很多 话。 但，也请你别把一个有历史定位的符号级别的企业家，降格成八卦素材。麻烦你，尊重一下王石。 王石不是"普通名人"，他是有历 史定位的 王石之所以值得被尊重，不是因为他"没错"，而是因为他确实给过中国企业家一个重要的启发：企业 家可以不只是一种活法。 他之所以是符号：因为他"开过 路" 真正值得尊重的企业家，往往不只是"赚钱的人"，而是"开过路的人"。王石的意义在于：他在多个关 键问题上，给了中国企业家"另一条路"的想象空间。 他代表的，不只是"做成一家大公司"，更是一种更稀缺的尝试：把企业 ...

Core Viewpoint - The article discusses the increasing weight of electric vehicles (EVs), particularly SUVs, and the implications of this trend on the industry, safety, and resource utilization. It highlights the need for the industry to adopt measures to reduce vehicle weight in response to new energy consumption standards set by the government [4][9][47]. Group 1: Industry Trends - By 2025, China's production and sales of new energy vehicles (NEVs) are projected to reach 16.626 million and 16.49 million units, respectively, marking a year-on-year growth of 29% and 28.2%, maintaining the global lead for 11 consecutive years [4]. - The average weight of new energy vehicles is 20%-30% heavier than traditional fuel vehicles, with some models exceeding 3 tons [14][11]. - The implementation of national energy consumption standards is pressuring the industry to reduce vehicle weight [8][49]. Group 2: Causes of Increased Weight - The primary reason for the increased weight of EVs is the battery, with electric versions of vehicles like the BMW X3 weighing significantly more due to larger battery packs [17][15]. - The trend of "oil-to-electric" conversions has led to redundant weight as manufacturers retrofit existing fuel vehicle platforms with batteries, resulting in additional structural reinforcements [20][22]. - The growing number of features and configurations in EVs, such as larger interiors and added amenities, contributes to the overall weight increase [25][27]. Group 3: Negative Consequences - Heavier vehicles pose safety risks, as increased weight affects braking efficiency and can lead to greater wear on components [34][35]. - The additional weight results in higher energy consumption, creating a cycle where increased battery capacity leads to heavier vehicles and diminished returns on range improvements [39][40]. - The inefficient use of resources in battery production exacerbates environmental concerns, contradicting the eco-friendly principles of EVs [45][46]. Group 4: Regulatory Response - The new national standard for electric vehicle energy consumption, effective from January 1, 2026, aims to bind energy consumption limits to vehicle weight, making it more challenging for manufacturers to rely on simply adding battery capacity [47][48]. - This standard encourages a shift away from the "stacking batteries" approach, promoting a focus on weight reduction and efficiency [49]. Group 5: Solutions for Weight Reduction - Upgrading materials, such as using aluminum and composite materials, can significantly reduce vehicle weight while maintaining strength [55][56]. - Structural optimization through advanced manufacturing techniques, like large-scale die-casting, can streamline production and reduce weight [58]. - System integration strategies can minimize redundant components, effectively lowering overall vehicle weight without compromising performance or safety [60][66].

以下文章来源于表外表里 ，作者洞见数据研究院 表外表里 . 洞见数据研究院 周琦成为猎头那一年，国内房地产正上演"最后的狂欢"。 本文来自微信公众号： 表外表里 ，作者：严贝 贝，编辑：曹宾玲、陈梓洁，原文标题：《40万猎头"向死而生"：熬读AI论文，享百万年薪》，头图 来自：视觉中国 明明是文科生，年纪也不饶人，老猎头Joe却总是逼自己熬夜啃AI论文。 读完"天书"，他还得爬起来查看简历库，因为候选人凌晨最活跃。眼皮在打架，脑袋昏昏沉沉，然而只要一想到无数猎头公司正深陷"生杀局"，Joe又 提起了精神。 小欧望着没干满一个月，就连滚带爬离了职的同事，怎么也无法和那个一口气交齐三月房租、发誓干一番事业的人联系起来。跟他同期进来的新人都跑 光了，年初120人的公司，稀稀拉拉剩下一半，连他自己也在倒数着提桶跑路的时间。 "猎头行业进入了一个20年不遇的寒冬。"40万从业者正在经历生存压力测试，小欧去社交平台搜索"猎头"关键词，铺天盖地全是同行的哀嚎。 但这不是"无人生还"的终局，而是一次结构变革的阵痛。 Joe的日子虽苦，一年做的单却有三四百万。南瓜去年也赚了一百万，不仅收入远超前几年，还不用加班。他的秘诀，在于 ...

Group 1 - Apple plans to transform Siri into its first chatbot product, expected to launch in the second half of 2026, relying on Google's Gemini model [2][3] - The chatbot, codenamed "CAMPOS," is set to be introduced in June 2026 and may run directly on Google Cloud using TPU chip technology [4] Group 2 - OpenAI's CEO Sam Altman is meeting with top Middle Eastern investors to prepare for a new funding round, aiming to raise at least $50 billion, with a post-funding valuation expected between $750 billion and $830 billion [6] - The negotiations are in the early stages, and the funding amount may still be adjusted [6] Group 3 - Moore Threads expects a net profit loss of between 950 million to 1.06 billion yuan for 2025, despite projecting annual revenue of 1.45 billion to 1.52 billion yuan, representing a growth of 230.70% to 246.67% year-on-year [7] Group 4 - The European Union is set to simultaneously review Netflix and Paramount's bids for Warner Bros, marking an unusual competitive scrutiny that could reshape Hollywood's power dynamics [8] Group 5 - Xibei Restaurant Group completed a new round of financing on January 20, with new investors including Taizhou Xinrongtai Investment and former Ant Group CEO Hu Xiaoming, although the specific amount remains undisclosed [11][12] - This financing increased Xibei's registered capital from 89.9 million yuan to 101.68 million yuan, a 13.1% increase [12] Group 6 - The Shanghai Futures Exchange is adjusting the margin ratios and price limits for copper and aluminum futures, increasing the price limit from 6% to 8% [30][31]

以下文章来源于镜相工作室 ，作者镜相作者 镜相工作室 . 商业世界的风向与人 本文来自微信公众号： 镜相工作室 ，作者：阮怡玲，头图来自：视觉中国 2025年10月18日，肖宏斌打开手机，发现"芯光云"App已无法登录。客服失联，群聊禁言——有人 投了200万，有人贷了30万，还有人把养老钱全砸了进去。这个曾宣称"布局全球AI服务器和机房建 设"的平台，在运行近两年后轰然崩盘。当人工智能成为新时代的炼金术，一群对技术既狂热又无知 的普通人，成了最理想的猎物。 幻梦 2025年4月8日下午，三亚。 坐在从机场出发的大巴里，肖宏斌看向窗外的热带风光，有些兴奋，也有些担忧。45分钟后，他到 达了目的地：三亚海棠湾喜来登度假酒店。这是一个五星级酒店，占地10.8万平方米。肖宏斌听导游 说，能住在这里的都是非富即贵的人。 年近40的肖宏斌来这里参加芯光云科技公司的"XGAI-2025年春季新品发布会"。去年年初，朋友带 他投资了这个"AI项目"，放了三十万进去。三个月后，作为投资者，肖宏斌受邀参加这场三亚的发 布会。 发布会来了几千人，大家排队签到，酒店500多间客房都住满了。在人堆里，肖宏斌看到有些农村的 老爷爷老婆 ...