虎嗅APP
Search documents
车企CEO,都在研究小米YU7
虎嗅APP· 2025-06-30 13:40
Core Viewpoint - The launch of Xiaomi's YU7 SUV has created significant disruption in the automotive market, leading to a surge in orders and impacting competitors' sales and stock prices [3][4][6]. Summary by Sections 1. YU7 Launch and Initial Response - Xiaomi's YU7 SUV received over 289,000 orders within the first hour of its launch, with a total order value exceeding 600 billion yuan [3][4]. - The order volume surpassed the total sales of Xiaomi's previous model, SU7, in 13 months, and was equivalent to half of Tesla Model Y's sales in China last year [3][4]. 2. Market Impact - Competitors such as XPeng, NIO, and Li Auto saw their stock prices drop by 3% to 7% following the YU7's launch, while Xiaomi's stock surged nearly 10% [4][12]. - The market is experiencing a shift, with a notable decrease in customer traffic for other brands as potential buyers flock to Xiaomi's offerings [3][4]. 3. Production and Delivery Challenges - Xiaomi faces significant production challenges, with estimates suggesting it could take up to a year to fulfill the new orders alongside existing SU7 backlogs [4][10]. - The delivery timelines for YU7 have been extended, with standard versions expected to take over a year for delivery, raising concerns about customer retention [4][10]. 4. Competitive Landscape - The YU7 is positioned as a direct competitor to Tesla's Model Y, with a lower starting price and comparable features, but it may struggle to match Model Y's delivery volumes due to production constraints [8][9]. - The competitive response from other brands is anticipated to include price cuts and enhanced customer incentives as they react to YU7's market entry [6][12]. 5. Long-term Market Dynamics - Analysts suggest that while YU7 poses a significant threat to Model Y, its long-term success will depend on customer satisfaction post-delivery and the competitive strategies employed by Tesla and other brands [11][18]. - The introduction of YU7 has prompted a reevaluation of high-end strategies among traditional automakers, highlighting a potential disconnect between engineering focus and consumer emotional engagement [19][20].
山东人175cm是个什么水平?
虎嗅APP· 2025-06-30 13:40
以下文章来源于地球知识局 ,作者地球知识局 地球知识局 . 人文+地理+设计,全球视野新三观。 合作请联系:xiaobaibai_9999(注明品牌和需求) 当其他省份还在讨论"男性1米8算不算高"时,总有山东网友表示:1米8只是男生的基础配置。在山 东随便找个班级,让后排的男生站一排,身高都不低于一支南方篮球校队的首发。 那么问题来了,这究竟是网友们的吹水还是事实真相,山东真的人均巨人吗?男性身高1米75,在山 东到底是个什么水平? 一、中国身高看山东 人的个子高不高,是对比出来的。和人均1米4的非洲俾格米人相比,中国人人都是巨人;要是和男 性平均身高1米84的荷兰对比,中国人又显矮了不少。 所以要想知道山东人的身高在什么位置,先要和中国整体对比一下。 互联网上大家人均1米8,各大社媒评论区里的"我朋友1米9"、"我同学2米2",这种无法验证的信息 没什么用处。中国人现在身高到底什么水平,我们先来看几组数据。 根据《中国居民营养与慢性病状况报告 (2020年) 》,中国18~44岁的男女平均身高分别为 169.7cm和158cm。 相比2015年,中国人还是长高了不少▼ 本文来自微信公众号: 地球知识局 , ...
AI味,越来越让人受不了了
虎嗅APP· 2025-06-30 13:40
以下文章来源于直面AI ,作者小金牙 直面AI . 聚焦前沿科技,抢先看到未来。 本文来自微信公众号: 直面AI ,作者:小金牙,编辑:肖阳,原文标题:《DeepSeek式的AI味, 越来越让人受不了了》,题图来自:AI生成 我们让ChatGPT给这篇文章写了一个开头: 语言,正在变得越来越熟悉——也越来越陌生。 在我们这个由算法驱动的时代,表达不再只是人与人之间的桥梁,也成为人与机器之间的共鸣器。 当越来越多的人开始使用 AI 工具协助写作与交流,我们的语言,正在悄然发生变化。不是突然的, 也不是剧烈的,而是一种潜移默化的趋同:词汇变得标准,语气更趋中性,情绪被规整得恰到好处。 你可能已经察觉到了这一点——一些句子听起来"哪里怪怪的",太整洁,太流畅,太像 AI。 人们把这种风格称为:"AI 味"。 这不仅仅是一个风格问题,它关乎我们如何看待创作,如何信任彼此,甚至如何定义"人"的表达方 式。 于是,一个看似简单的判断题浮现出来:这段文字,是人写的,还是AI写的?而更深一层的问题也 随之而来:如果连我们自己也开始说得像AI,那么人类表达的界限,又该如何划定? 让ChatGPT用AI味讨论AI味,实在是别有一 ...
Minimal Phone众筹记录:一次美国制造业衰落的个体体验
虎嗅APP· 2025-06-30 13:40
以下文章来源于虹线 ,作者评论尸 虹线 . 面向自己写作。 本文来自微信公众号: 虹线 ,作者:评论尸,头图来自:视觉中国 从我 2024 年 2 月 28 日参与众筹算起,到 2025 年 6 月 27 日终于收到这部 Minimal Phone,时间已 经过去了整整 485 天。这比原计划的发货日期 (2024 年 8 月 31 日) 晚了将近一年。 这篇文章旨在记录我这次"虽败但到" (毕竟最后还是收到了货) 的众筹经历。结论先行:我最终拿 到了手机,但时至今日,仍有大量支持者两手空空。 这件事,或许是美国制造业衰败的一个缩影。人们常说美国本土早已造不出手机,但现实似乎更为严 峻:他们甚至连找到深圳的代工厂来完成 OEM 订单,都显得力不从心。 一、参加众筹 那么,这究竟是个怎样的项目呢?它由一家美国初创公司在众筹平台 Indiegogo 上发起,旨在打造一 款独具特色的智能手机:既拥有类似黑莓的全键盘,又配备了一块护眼的 E-Ink (电子墨水) 屏 幕。 近些年,E-Ink 手机和全键盘智能手机的众筹项目并不少见,但将两者如此激进地结合在一起, Minimal Phone 可谓是前无古人,恐怕也后无 ...
最近的相亲市场,不爱互联网大厂人
虎嗅APP· 2025-06-30 10:22
Core Viewpoint - The article discusses the challenges faced by young people in the dating market, particularly focusing on the changing perceptions of "big factory" employees in romantic relationships, highlighting their work-centric lifestyles and emotional detachment [3][12][20]. Group 1: Challenges in the Dating Market - The dating market has become increasingly difficult for young people, with expectations and realities often clashing [3][4]. - "Big factory" employees, once seen as desirable partners, are now perceived as emotionally unavailable due to their demanding work schedules and corporate culture [12][20]. - The phenomenon of "996" and "007" work culture has contributed to the perception that these individuals prioritize work over personal relationships, leading to a sense of loneliness in romantic contexts [13][24]. Group 2: Characteristics of "Big Factory" Employees - "Big factory" employees are often seen as methodical and organized in their professional lives, but this translates poorly into their dating lives, where they may treat partners like colleagues [8][10]. - Many of these individuals lack the ability to engage in meaningful conversations outside of work-related topics, making dating feel like a one-sided presentation [10][16]. - The emotional detachment of "big factory" employees is evident in their interactions, where they may prioritize professional networking over personal connections [22][25]. Group 3: Perception Shift - The status of "big factory" employees in the dating market has declined, with their once-coveted traits now viewed as liabilities [12][20]. - Non-core technical roles within these companies are increasingly seen as less desirable in the dating scene, while core technical roles maintain a better reputation [20][21]. - The article suggests that the emotional and psychological toll of high-pressure work environments has led to a generation of individuals who struggle to connect on a personal level [21][24]. Group 4: Emotional Dynamics - The article highlights the emotional struggles faced by "big factory" employees, who often compartmentalize their feelings due to work pressures [24][25]. - Relationships with "big factory" employees can be characterized by a lack of emotional support, as they may prioritize work commitments over personal connections [22][24]. - The conclusion emphasizes that while these individuals may appear strong and composed, they often lack the opportunity to express vulnerability in their relationships [25][26].
AI改变了一切,除了猫咪
虎嗅APP· 2025-06-30 10:22
Core Viewpoint - The rise of AI-generated cat videos has transformed into a lucrative business, attracting significant attention and engagement across social media platforms [10][12]. Group 1: Popularity and Engagement - AI cat videos have gained immense popularity, with channels like Batysyr achieving 770,000 new followers and 100 million views in just one month through 20 AI cat videos [8]. - Another channel, Cat channel 91, saw a surge of 2 million new subscribers after switching to AI-generated content, with video views skyrocketing from tens of thousands to millions [8]. - The trend is not limited to international platforms; similar growth is observed in domestic accounts, indicating a widespread appeal [10]. Group 2: Monetization Strategies - Creators are monetizing AI cat videos through various methods, including platform revenue sharing, with TikTok videos generating between 1,200 to 2,000 RMB for 10 million views [12]. - Advertising integration within AI pet short dramas is another revenue stream, as seen with accounts promoting pet products [12]. - Some creators charge for the production process of these videos, indicating a direct monetization approach [13]. Group 3: Technological and Cultural Factors - The current success of AI cat videos is attributed to a convergence of advanced AI technology and cultural trends, creating a "perfect chemical reaction" [15]. - The low production cost of these videos, often only requiring a few dozen RMB, has lowered the barrier to entry for creators [19]. - The ability of AI to simulate physical laws convincingly has enhanced the quality and appeal of the content, making it more engaging for viewers [19]. Group 4: Psychological Appeal of Cats - Cats have been chosen as the primary subject due to their inherent appeal, which aligns with psychological concepts like "neoteny," making them relatable and endearing to audiences [22]. - The use of cats helps avoid the "uncanny valley" effect, allowing AI companies to showcase their technology without risking viewer discomfort [22]. - The extensive history of cat content on the internet has provided a rich dataset for AI training, further enhancing the quality of the generated videos [22]. Group 5: Societal Implications - The phenomenon of AI cat videos reflects a broader societal trend, indicating how advanced technology can resonate with fundamental human emotions [24]. - The engagement with AI-generated content serves as a gentle introduction for society to adapt to the future of AI-generated content (AIGC) [24]. - The emotional responses elicited by AI cats highlight the intersection of technology and human sentiment, suggesting that AI can mirror human experiences and desires [24].
告别激进?H&M中国战略变了
虎嗅APP· 2025-06-30 10:22
Core Viewpoint - H&M is undergoing a strategic transformation in the Chinese market, shifting from rapid expansion to refined operations, aiming to find effective growth paths amidst intense competition in the fashion retail sector [1][3]. Financial Performance - H&M reported a 3% year-on-year increase in same-store net sales for Q2 of FY2025, indicating a recovery in major global markets. The group's net sales for the first half of FY2025 grew by 1% year-on-year, contrasting with a 0.6% decline in FY2024 [1][2]. - Following the financial report, H&M's stock price surged by 7%, reaching a 15-month high since March 2024 [2]. Strategic Adjustments - The company is focusing on optimizing its store network in China by closing underperforming locations and upgrading remaining stores to enhance customer experience. This includes the renovation of flagship stores in key urban areas [3][5]. - H&M plans to accelerate the opening of flagship stores in the second half of FY2025, with ambitious projects such as a 3,000 square meter immersive flagship store in Shanghai [5]. Market Positioning - H&M is transitioning from a traditional fast fashion model to a focus on experiential retail, emphasizing the quality of individual stores over the quantity of locations [5][6]. - The company has recognized the need to adapt to the competitive landscape in China's fashion retail market, where local brands are gaining traction, leading to a significant reduction in the number of H&M stores from over 500 in 2019 to around 300 by the end of 2024 [6]. Online Retail Strategy - H&M is enhancing its online presence by entering platforms like Douyin and Pinduoduo, moving beyond its previous reliance on its own e-commerce channels [6]. - The establishment of a China Design Center aims to incorporate local aesthetics into product development, with plans for 60% of new products in 2025 to utilize traditional Chinese craftsmanship [6]. Challenges Ahead - Despite these strategic initiatives, H&M faces challenges in maintaining market share, with a noted decline in operating profit margin to 2.2% in Q1 of FY2025 due to external factors and increased promotional activities [6][7].
国家级催婚:“单身税”要来了,影响有多大
虎嗅APP· 2025-06-30 10:22
Core Viewpoint - Japan is facing a severe population crisis, prompting the government to implement a new "Child and Childcare Support Fund" starting April 2026, which will levy an annual tax ranging from 2,400 to 12,000 yen (approximately 120 to 600 RMB) to subsidize families with children [3][5]. Group 1: Population Crisis in Japan - Japan's total population has been declining for 14 consecutive years, with the birth rate dropping below 700,000 last year, marking a new low [9][10]. - The Japanese population, excluding foreigners, has shrunk to 120 million, decreasing by nearly 900,000 in just one year [10][12]. - The country has the lowest birth rate globally and the highest aging rate, with a significant proportion of single individuals [13][14]. Group 2: Government Response and Historical Context - The new tax is perceived as a "universal fertility tax" rather than a "single tax," as it applies to all individuals who pay health insurance, regardless of whether they have children [5][6]. - Historically, various nations have implemented similar taxes on single individuals, including ancient Greece and Rome, as well as the Soviet Union, which had a "childless tax" until 1992 [6][7]. Group 3: Challenges in Stimulating Birth Rates - Despite over 66 trillion yen (approximately 3 trillion RMB) invested in fertility incentives over the past 30 years, Japan's birth rate has not improved significantly [19][24]. - Current support includes a one-time childbirth subsidy of 500,000 yen (about 25,000 RMB) and annual childcare subsidies of 120,000 to 180,000 yen for children aged 0-3 [20][21]. - The societal trend of declining marriage and increasing single-person households complicates the situation, with predictions indicating that by 2035, half of the population aged 15 and above may be single [17][26].
特斯拉没牌打了
虎嗅APP· 2025-06-29 23:55
以下文章来源于妙投APP ,作者Eastland 妙投APP . 近年来,特斯拉核心业务疲软,销量上不去、新车出不来、利润在缩水,FSD订阅收入增长极为缓 慢。至于人形机器人,Model 2/Q、Cybercab销量不及预期、4680电池量产拖了几年,投资人凭什么 相信Optimus能迅速量产、撑起特斯拉的万亿估值? Model Y和FSD 13都是现成的,拿来搞Robotaxi测试,唤起投资人对"打开万亿级出行市场"的憧憬, 马斯克貌似打出最后一张牌。 根据陆续传出的消息,Robotaxi内测状况频发:误入对向车道、突然急刹、在路口或六车道路中央让 乘客下车、打左转向灯却直行……由于坐副驾的安全员及时接管,没有造成事故。 乐观地说,Robotaxi打开"万亿级出行市场"是远水不解近渴。悲观地说,马斯克已经没牌了! 虎嗅旗下二级市场投研服务品牌,为您提供精选上市公司价值拆解,热门赛道产业链梳理 作者|Eastland 头图|视觉中国 2025年6月22日,特斯拉Robotaxi( 无人驾驶出租车 )在德州指定区域启动内测。用于测试的20辆 Model Y搭载FSD 13系统。但在马斯克心目中,未来Robota ...
早报 | 海关总署:有条件恢复日本部分地区水产品进口;海康威视回应加拿大业务被禁;安普瑞斯回应充电宝电芯问题;以色列防长险被暗杀
虎嗅APP· 2025-06-29 23:55
Group 1 - The General Administration of Customs of China has conditionally resumed imports of seafood from certain regions of Japan, excluding ten prefectures including Fukushima, based on safety assurances from the Japanese government [2][3][4] - Japanese seafood exporters must comply with China's food safety regulations and reapply for registration to export to China [2][3] - Strict supervision will be implemented on Japanese seafood imports, with immediate control measures to be taken if any violations of safety standards are detected [3] Group 2 - Hikvision has been ordered by the Canadian government to cease operations in Canada within 120 days, citing national security concerns, which the company strongly disputes [5] - Hikvision claims the Canadian government's actions are discriminatory and lack evidence, emphasizing their compliance with local laws [5] Group 3 - Chinese tourists in Iceland have faced exorbitant charges for minor damages to rental cars, with claims reaching up to 243,000 Icelandic króna (approximately 143,000 RMB) for sand damage [6] - Tourists are advised to purchase comprehensive insurance when renting cars in Europe to avoid such issues [6] Group 4 - Anker has modified its recall plan for defective power banks, allowing customers to soak the devices in saltwater for compensation due to shipping issues [8] - The company is under investigation for safety concerns related to certain battery materials used in their products [7] Group 5 - Nvidia executives, including CEO Jensen Huang, have collectively sold over $1 billion in company stock, with a significant portion occurring recently as they capitalize on the AI market's growth [10] - Concerns have arisen regarding the recent departures of several executives from China Rare Earth Group, which the company has clarified as normal personnel adjustments [11][12] Group 6 - Meta has reportedly hired four prominent AI researchers from OpenAI to bolster its artificial intelligence team, reflecting ongoing competition in the tech industry [13][14][15] - Warren Buffett has announced a record donation of $6 billion in Berkshire Hathaway stock, bringing his total charitable contributions to over $60 billion [16] Group 7 - Xiaomi has responded to concerns regarding its YU7 model's brake system after a fire incident during a track test, clarifying that the vehicle was not in optimal conditions for such testing [18][19]