以下文章来源于那个NG ，作者渣渣郡 那个NG . 用关注决定视界｜复杂世界的策展人 出品 | 虎嗅青年文化组 作者 | 渣渣郡 本文首发于虎嗅年轻内容公众号"那個NG"（ID：huxiu4youth）。在这里，我们呈现当下年轻人的面 貌、故事和态度。 提起战争中的爱情，估计不少朋友们都能想起喀秋莎这首歌。 在很多国家的传统的爱情文学范式中，有一个文学母题，就是"等待从战场归来爱人的女性"： 从歌曲《喀秋莎》，到描绘士兵妻子苦难与坚守的电影与宣传画，这种性别化的道德寓言，构成了生 活在承平日久时代人心中的一种浪漫。 苏联时期的一部电影，着重描述了妻子的等待 战火中的俄罗斯，延续了这种价值观。 在现在的VK上，俄罗斯人正在发起一场文化运动，发起者建议士兵不要在退伍前结婚，因为他们 说： "爱你的女人会等你从战场回来，而在之前跟你结婚的，都是盯着你抚恤金的婊子。" 在21世纪初，俄罗斯人把执行恐怖袭击的车臣女性称为"黑寡妇"。 现在，这个恐怖的称呼笼罩在俄罗斯所有女性头上，只要你被质疑有为钱跟士兵结婚的嫌疑，就有被 套上这个称呼，在telegram频道示众的风险。 这场道德审判运动，起源于俄罗斯博主Anastas ...

Core Viewpoint - The article discusses the challenges faced by private universities in China, particularly highlighting that many may face closure in the future due to declining student enrollment and financial sustainability issues. Group 1: Overview of Ningbo Oriental Institute of Technology - Ningbo Oriental Institute of Technology is presented as a promising private university with significant academic achievements, including the recruitment of 16 academicians and 52 national-level talents since its establishment in 2020, and has secured 2.37 billion yuan in research funding [1][2][3]. Group 2: Tuition and Enrollment Strategies - The university charges a high tuition fee of 96,000 yuan per student per year, which is considered high compared to other top-tier universities, but it offers a full scholarship for its first cohort, effectively making it free for them [2][3]. - This pricing strategy is seen as a calculated move to attract students while allowing room for future tuition increases, blending educational quality with commercial strategy [3]. Group 3: Trends in Private Higher Education - Many private universities have ceased enrollment over the past decade due to various reasons, including financial difficulties and regulatory issues, while public universities have experienced fewer closures [4]. - The financial viability of private universities heavily relies on tuition fees, making them more susceptible to market factors such as employment rates and birth rates, which are expected to decline in the coming years [4][5]. Group 4: Demographic Changes and Future Implications - China's higher education enrollment has increased from 7.3 million in 2015 to an expected 10.68 million in 2024, but a significant drop in birth rates since 2019 poses a threat to future enrollment numbers [6][7]. - Projections indicate that by 2040, the number of students entering higher education could drop to between 5 million and 6 million, leading to a potential oversupply of university seats [8][9]. Group 5: Market Dynamics and Educational Quality - The article suggests that the oversupply of degrees has transformed higher education from a "buyer’s market" to a "seller’s market," complicating the recruitment of students for many institutions [9][10]. - To survive, universities must adapt by offering programs that meet market demands and establishing strong brand identities, as seen with Ningbo Oriental Institute of Technology's strategy to attract quality students through scholarships [11].

以下文章来源于远川投资评论 ，作者张伟栋 远川投资评论 . 看更好的资管内容 本文来自微信公众号： 远川投资评论 ，作者：张伟栋，编辑：张婕妤，题图来自：视觉中国 股票市场对经济数据的变化一向敏感，但今年6月似乎是个例外。 其中，最谨慎的可能要属李迅雷。 在去年末发布的《聚焦最终需求——2025年中国经济展望》中，李迅雷预测，2025年物价低位运行 趋势将延续，全年CPI同比甚至将从2024年的0.3%进一步下降到-0.1%，其中的关键影响因素在于 出 口 。 虽然2024年我国的出口表现亮眼，但主要源于"以价换量"。在李迅雷看来，特朗普再次就任总统之 后，将推行重商主义政策加征关税，直接影响我国的外需。同时低价抢出口的策略也使得中国与一些 新兴市场国家产生了利益冲突，可能使中国的出口环境进一步恶化。 而出口转弱，最终会向制造业投资和消费等内需传导，进而影响国内供求格局和物价形势 [1] 。 从刚刚披露的5月经济数据来看，相比前四个月，大部分领域如社融增速、服务消费、就业数据等均 呈现出边际改善的趋势，结果却撞上了资本市场的冷眼旁观。 原因也许并不复杂：当经济发展要向消费转型已经形成一种宏观共识，持续疲软的C ...

Group 1: U.S.-Iran Relations - U.S. President Trump announced that the U.S. will hold talks with Iran next week, potentially signing an agreement, with the core demand being that Iran should not possess nuclear weapons [2] - Trump stated that the ceasefire between Iran and Israel is progressing smoothly, while maintaining a strong stance against Iran's nuclear activities [2] - The U.S. military has reportedly conducted successful strikes against Iranian nuclear facilities, and both Iran and Israel have agreed to a ceasefire [2] Group 2: Chinese Liquor Market - The price of Feitian Moutai has dropped significantly, with wholesale prices falling from 1915 yuan to 1830 yuan per bottle, and retail prices on some e-commerce platforms dropping to as low as 1700 yuan [3] - The entire Chinese liquor industry is experiencing a price war, with major companies like Wuliangye and Yanghe issuing supply restrictions to stabilize prices [3] Group 3: Technology and AI - NVIDIA's CEO Huang Renxun highlighted that robotics technology represents a significant growth opportunity for the company, alongside artificial intelligence, with potential market growth in the trillions of dollars [20] - Intel is undergoing major restructuring, including shutting down its automotive business and outsourcing marketing roles to Accenture, as part of a broader cost-cutting strategy [21][23] Group 4: U.S. Housing Market - The U.S. Federal Housing Finance Agency is preparing to allow cryptocurrencies as collateral for mortgage applications, marking a significant shift in asset evaluation standards [24]

Core Viewpoint - The collaboration between Duodian Shuzhi and Wumart Group aims to address the persistent issue of unsold fresh and short-shelf-life products in the retail sector by implementing a "data-driven + process reconstruction" strategy to create an intelligent dynamic clearance system, which can be replicated across the retail industry [4][5][6]. Group 1: Industry Challenges - The retail sector faces significant profit erosion due to unsold products, particularly in the fresh and short-shelf-life categories, where traditional discounting methods are ineffective [5][6]. - Rigid promotional mechanisms fail to adapt to the unique inventory and customer flow dynamics of different stores, leading to inefficiencies [5][6]. Group 2: Dynamic Clearance System Implementation - The dynamic clearance project focuses on high-value clearance scenarios within the "people, goods, and environment" triangle of retail, starting with high-priced, high-volume meat products in busy Wumart stores [5][6]. - The implementation process involves a closed-loop system that simplifies the clearance workflow from five manual steps to just one, significantly reducing the time required for product clearance from one hour to five minutes [5][6]. Group 3: Data and Process Integration - The system utilizes a variety of data types, focusing on key factors such as inventory, real-time sales, and store type to optimize discount decisions [15][17]. - The integration of online and offline processes allows for unified configuration of clearance plans, addressing the previous fragmentation in promotional activities [19][20]. Group 4: Employee Engagement and Training - To mitigate resistance from store staff regarding process changes, the solution emphasizes real-life experiences of employees who benefit from reduced workload and increased efficiency [6][29]. - The project involves training and demonstrating the system's effectiveness through pilot stores, ensuring that employees see tangible benefits from the new processes [22][29]. Group 5: Scalability and Future Expansion - The dynamic clearance system is designed to be scalable, with the potential to extend its application from fresh products to short-shelf-life items and other categories, contingent on accurate data management and industry knowledge integration [33][34]. - The system's success hinges on continuous feedback and adjustments based on real-world performance, allowing for fine-tuning of strategies to suit different store types and customer behaviors [31][32].

Core Viewpoint - The article discusses a study conducted by MIT that explores the cognitive effects of relying on AI, specifically ChatGPT, for writing tasks, suggesting that over-dependence on AI may lead to a decline in critical thinking and creativity [3][25]. Group 1: Experiment Overview - The experiment involved 54 university students from prestigious institutions who were divided into three groups: one using ChatGPT (AI group), one using Google search (search engine group), and one relying solely on memory (brain group) [6][11]. - Each group completed writing tasks based on SAT prompts, with their brain activity monitored using EEG technology to assess cognitive engagement [4][10]. Group 2: Cognitive Findings - The brain activity of the brain group was the most active, indicating strong engagement in thinking, organizing, and executing tasks, while the AI group showed lower overall brain activity and declining attention over time [11][22]. - The study highlighted the concept of "cognitive debt," where reliance on AI for writing may enhance short-term efficiency but could degrade long-term cognitive abilities, such as critical thinking and creativity [8][12]. Group 3: Writing Quality and Perception - Essays produced by the AI group were criticized for being grammatically correct but lacking depth and originality, while the search engine group produced more coherent and personalized content [8][12]. - Students using AI expressed mixed feelings about their work, often feeling a lack of ownership and clarity regarding the sources of their information [14][22]. Group 4: Long-term Effects of AI Usage - In a follow-up round, students who switched from using AI to writing independently exhibited slower cognitive responses and difficulty recalling their writing processes, indicating a potential decline in cognitive skills due to prior reliance on AI [21][22]. - Conversely, students who transitioned from traditional writing to using AI showed increased brain activity and improved writing quality, suggesting that AI can enhance cognitive engagement when used appropriately [24][25]. Group 5: Conclusion and Implications - The research culminated in a paper titled "Your Brain on ChatGPT," which sparked discussions about the implications of AI on cognitive development and writing skills [24][25]. - The study emphasizes the importance of maintaining active engagement in writing processes to foster critical thinking and creativity, warning against the risks of becoming overly reliant on AI tools [26][27].

折叠手机已经越来越常见了，特别是在打工人的世界里，在通勤地铁、商务会议、差旅途中，我们总 能看到有人优雅地展开一块大屏——几年前，整个手机行业都把"折叠"作为冲击高端品牌、服务精英 用户的关键战略决策，从体感上，可以说他们的战略已经取得了肉眼可见的阶段性的成功，也带动了 产业链上游技术和产能的快速提升。 但从去年到今年，折叠屏市场的增长曲线似乎正在放缓，似乎不再像它刚面世时每年成倍增长的崛起 之势——就好像一只股票，从"成长股"变成"价值股"，估值分析的逻辑都会发生根本上的变化——根 据IDC公布的数据， 在2024年，中国市场上的折叠屏手机，增速第一次下降到两位数区间， "仅"有 30.8%了；而在全球市场上，折叠屏的巨头三星则录得-33%的负增长。折叠屏的市场表现显著依赖 于明星产品的发布节奏，比如在2024年的最后一个季度，因为没有重磅新品推出，中国的折叠屏手 机出货量出现了同比下滑。直到2025年新品的发布，才让同比增长率回升到53.1%。 这组数据清晰地表明：中国厂商们在可折叠手机上的创新，仍然能获得消费者的认可，消费者对产品 迭代升级持有观望态度，是回归理性的表现。 这符合任何一项新兴技术的发展规 ...

Core Viewpoint - The article discusses the potential acquisition of Daya by KKR and the challenges and opportunities the company faces in the competitive beverage market, particularly in the carbonated drink segment where Coca-Cola and PepsiCo dominate. Group 1: Acquisition and Market Position - Daya is reportedly in talks for KKR to acquire an 85% stake, with the founder possibly retaining a minority share [1] - Daya's sales revenue is estimated at around 2 billion yuan in 2022 and approximately 3 billion yuan in 2023, making it the leading domestic soda brand in terms of profitability [2] - Daya's market share in the carbonated beverage category is 2.64%, with a year-on-year growth rate of 11.15% [2] Group 2: Strategic Shifts and Product Innovation - Daya is undergoing a transformation towards a "full-category" strategy, focusing on light health and youth-oriented products [6][7] - Recent product launches include "Probiotic Juice Soda" and "Sugar-Free Tea Fruit Tea," indicating a shift towards healthier options [6] - The company aims to expand its product categories to include carbonated drinks, fruit and vegetable juices, plant-based protein drinks, energy drinks, and tea beverages [7] Group 3: Market Challenges - Daya faces significant competition from Coca-Cola and PepsiCo, which together hold over 80% of the market share [4][8] - The complexity of the domestic market and the traditional distribution network pose challenges for Daya's national expansion [4][11] - The carbonated beverage market is experiencing a cyclical decline, with ready-to-drink tea surpassing carbonated drinks in market share [13] Group 4: Marketing and Channel Strategy - Daya has successfully utilized advertising in subways and social media platforms to enhance brand visibility [3] - The company has focused on strengthening its presence in the restaurant channel, which accounts for over 85% of its sales [12] - Future challenges include transitioning from a strong restaurant presence to retail channels, where competition is fierce [15]

Core Viewpoint - The article discusses Faith Kipyegon's attempt to break the 4-minute mile barrier for women, a feat considered nearly impossible for female athletes, with significant support from Nike's innovative technology and expert team [3][5][11]. Group 1: Kipyegon's Achievements and Goals - Faith Kipyegon set a new women's mile record of 4 minutes 07.64 seconds on July 22, 2023, improving the previous record by approximately 8 seconds [2][3]. - Kipyegon aims to complete the mile in under 4 minutes, a challenge that has been deemed unattainable for decades [3][5]. Group 2: Nike's Support and Innovation - Nike's approach to Kipyegon's challenge mirrors its previous "Breaking2" marathon project, utilizing a team of experts in various fields to optimize every detail of the performance [7][8]. - The team focuses on factors such as weather, athlete oxygen consumption, and equipment design to maximize Kipyegon's potential [7][8]. - Kipyegon is equipped with custom-designed gear, including the Fly Suit and Nike Victory Elite FK spikes, which are engineered for aerodynamics and performance [9][20]. Group 3: Technological Advancements in Running Gear - Nike's Fly Suit features 3D-printed Aeronodes to enhance speed and reduce drag, showcasing the brand's commitment to innovation [9][11]. - The Nike FlyWeb sports bra utilizes revolutionary 3D-printed materials, providing a lightweight and breathable experience for athletes [9][11]. - Nike has a history of introducing groundbreaking running shoe technologies, such as the Vaporfly series, which have transformed the running shoe market [13][15]. Group 4: Brand Strategy and Market Positioning - Nike's "Win Now" strategy emphasizes a return to the core of sports and innovation, aiming to strengthen its competitive edge in the athletic apparel market [24][25]. - The brand's recent advertising campaigns resonate with athletes by highlighting the challenges they face, reinforcing the value of perseverance and achievement [26][28]. - Nike's initiatives, such as the After Dark Tour for female runners, demonstrate its commitment to addressing the specific needs of diverse consumer groups [26][28].

Core Viewpoint - The article discusses the rising trend of young private chefs in response to the increasing demand for convenient meal solutions among busy individuals, particularly in urban settings [3][21]. Group 1: Market Demand - There is a growing market for "quick meals" and "ready-to-cook" options as young people prefer dining out or ordering in rather than cooking at home due to fatigue from work [3][4]. - The demand for home-cooked meals prepared by private chefs is significant, especially among young professionals and families who lack the time or energy to cook [10][11]. Group 2: Private Chef Experience - A case study of a private chef, 阿绿, illustrates the potential for income in this field, with her earning over 8,000 yuan in her first month by catering to busy clients [10]. - The clientele primarily consists of young women aged 20 to 35, including self-media bloggers and mothers, who seek home-cooked meals due to their busy lifestyles [10][12]. Group 3: Work Dynamics - Private chefs like 阿绿 manage their time effectively, often working long hours to meet client demands, showcasing the intense nature of this job [6][10]. - The article highlights the importance of maintaining boundaries and professionalism in client relationships, which is a key factor in the success of young private chefs [17][21]. Group 4: Social Dynamics - The rise of young private chefs addresses the social discomfort some clients feel when hiring older domestic workers, as they prefer peers who understand their lifestyle and preferences [21][22]. - The service provided by young private chefs is characterized by efficiency and a non-intrusive approach, allowing clients to enjoy their meals without the stress of cooking [22].