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以色列暴走中东,阿拉伯国家为啥集体装睡?
虎嗅APP· 2025-06-21 02:57
以下文章来源于九边 ,作者九边 九边 . 2023年印象笔记收藏量排第一的公号 本文来自微信公众号: 九边 (ID:ertoumu893) ,作者:九边,题图来源:视觉中国 前几天随便写了 一篇 ,后来反响很好,加上很多人洗稿,于是我就扩写了三千多字,做了大量信息 补充,重新发上来,大家可以随便看看。 大概在两年前,那时候"第六次中东战争"的说法就甚嚣尘上。当时还是有分歧的,很多人觉得以色列 激起众怒,会不会被群殴?也有不少人看出来不太可能。到现在基本上没分歧了,因为现实是明摆着 的,再糊涂的人也看清楚了。 那问题来了,为啥周边国家安静如鸡,看着自己的同教兄弟挨打,却不出手呢? 其实也不复杂。 咱们外人很容易把穆斯林看做是同一个群体,其实他们内部教派分立,互相看彼此 不顺眼,而且利益上根本就合不来。 第一次海湾战争的时候,萨达姆往以色列扔了一堆飞毛腿,指望以色列来打他。 这个操作匪夷所思,但很好理解,如果以色列打他,就会惹怒其他逊尼派兄弟,说不定可以发展一场 圣战。当时美国国务卿常驻以色列调停,防止以色列疯了真去打伊拉克。那为啥美国打萨达姆没人管 呢?因为美国是沙特叫来的,属于沙特叫了外援来清理门户。 也能看 ...
当东方甄选与黄子韬狭路相逢
虎嗅APP· 2025-06-21 02:57
Core Viewpoint - The article discusses the recent surge in interest and competition in the sanitary napkin market, driven by various brands and celebrities entering the space, highlighting both the market potential and the challenges faced by new entrants [3][4][5]. Market Dynamics - The sanitary napkin market in China is projected to reach a scale of 703.4 billion yuan in 2023, with an expected annual growth rate of 5%-8%, potentially exceeding 1,050 billion yuan by 2025 [15][17]. - The market is characterized by a high frequency of use and a low manufacturing threshold, yet many established brands have faced quality issues, leading to consumer distrust [11][12]. Recent Developments - Notable brands like Dongfang Zhenxuan and Three squirrels have recently launched their sanitary napkin products, achieving significant sales in a short period [3][5]. - Celebrity endorsements, such as Huang Zitao's "Duo Wei," have led to rapid sales, with some products selling out within minutes [3][5]. Quality Concerns - The article highlights ongoing quality issues in the sanitary napkin industry, including problems with pH levels and material safety, which have led to consumer complaints and skepticism [9][10][11]. - The lack of stringent quality control and the prevalence of misleading product claims have contributed to a negative perception of existing brands [11][12]. Cost and Pricing Trends - The rising costs of raw materials and labor have contributed to increasing prices in the sanitary napkin market, with average prices rising from 0.49 yuan to 0.9 yuan per piece between 2009 and 2023 [19][20]. - Brand premiumization is a significant factor, with consumers willing to pay more for trusted brands, leading to increased marketing and R&D expenditures by companies [21][22]. Distribution and Sales Channels - The traditional distribution model relies heavily on offline retail, which incurs multiple layers of markups, significantly inflating consumer prices [27][29]. - The rise of e-commerce and live-streaming platforms is reshaping the market, allowing new entrants to gain market share and challenge established brands [29][30]. Future Outlook - The sanitary napkin market is expected to continue evolving, with a shift towards online sales and potential growth in instant retail channels [30]. - Companies are adapting their strategies to meet changing consumer preferences and market dynamics, indicating a competitive landscape ahead [30].
给“顶流”Labubu做衣服,卖给外国人,我月入十万
虎嗅APP· 2025-06-21 02:57
Core Viewpoint - The article discusses the explosive popularity of the Labubu doll and its associated clothing, highlighting the opportunities and challenges faced by businesses in the cross-border e-commerce market for these products [2][4][14]. Group 1: Market Dynamics - Labubu has gained significant traction in overseas markets, becoming a "social currency" in the fashion scene, particularly in Europe and the U.S., with celebrities like Beckham and Rihanna endorsing it [2][4]. - The demand for Labubu-related clothing has surged, with some businesses reporting a tenfold increase in prices when selling to foreign consumers, indicating a lucrative market for cross-border sales [2][6]. - The global expansion strategy of Pop Mart, the parent company of Labubu, has been crucial in establishing a strong market presence through localized marketing and participation in international toy fairs [5][14]. Group 2: Business Opportunities - The low cost of producing doll clothing (around 10-30 RMB) allows for high profit margins when sold internationally, with prices reaching 50-80 USD [6][15]. - Entrepreneurs like Xiaoguo have successfully tapped into this market by leveraging social media platforms like Xiaohongshu to reach both domestic and overseas customers, resulting in rapid sales growth [4][6]. - The trend of personalized and unique designs has proven to be a significant driver of sales, with Xiaoguo's custom designs seeing a substantial increase in demand [8][9]. Group 3: Consumer Behavior - There are notable differences in consumer preferences between domestic and international markets, with overseas consumers favoring more exaggerated and creative designs compared to the cute and delicate styles preferred by domestic buyers [11]. - The purchasing behavior also varies, with domestic customers showing high repeat purchase rates, while international customers tend to make single purchases influenced by social media trends [11][12]. Group 4: Challenges and Risks - The rapid growth in demand has led to production capacity concerns, as larger clients can overshadow smaller ones, causing delays in order fulfillment [14][15]. - The market is also facing challenges from counterfeit products, which can lead to customer dissatisfaction and complaints about sizing issues [12][14]. - Strict copyright protections from Pop Mart pose risks for businesses, as unauthorized use of Labubu's image can result in penalties, highlighting the importance of understanding intellectual property rights in this industry [16].
海底捞“捞”向快餐业务
虎嗅APP· 2025-06-20 13:26
Core Viewpoint - The article discusses Haidilao's recent foray into the fast food market, highlighting its innovative approach to catering to the evolving consumer demands in China's dining landscape, particularly focusing on affordability and convenience [3][4][6]. Group 1: Fast Food Business Launch - Haidilao has introduced a fast food service in select locations, offering a self-service lunch for 12 yuan, which includes one meat dish, one vegetable dish, one soup, and two types of staple food [3][4]. - The fast food initiative was initially tested in various stores without centralized coordination, allowing individual locations to adapt based on local demand and customer feedback [6][7]. - The fast food service aims to address the needs of delivery riders and local office workers, providing a quick and affordable meal option during peak hours [4][9]. Group 2: Market Strategy and Consumer Insights - The pricing strategy of 12 yuan for the fast food meal is significantly lower than the typical cost of a full meal at Haidilao, which is around five times higher, thus attracting a broader customer base [6][11]. - The fast food concept emerged from direct observations of delivery riders' eating habits, leading to a tailored offering that meets their needs for quick, affordable meals [7][8]. - Haidilao's fast food strategy is part of a larger trend in the restaurant industry, responding to the growing demand for budget-friendly dining options amid increasing consumer price sensitivity [11][13]. Group 3: Broader Industry Context - The fast food sector in China is experiencing intense competition, with various brands rapidly expanding their presence and adapting to consumer preferences for value and convenience [13]. - Haidilao's approach reflects a shift in the industry towards balancing high-end dining experiences with affordable options, catering to a diverse range of consumer needs [12][13]. - The company's innovative organizational structure, which incentivizes managers to explore new business opportunities, plays a crucial role in its ability to adapt and thrive in the competitive fast food market [12].
跌破2了,印度人也不想生了
虎嗅APP· 2025-06-20 13:26
Core Viewpoint - India's fertility rate has dropped to 1.9, below the replacement level of 2.1, raising concerns about potential population decline and the loss of demographic dividends [3][4][18]. Group 1: Historical Context of Population Control - India established its first family planning association in 1949 and implemented national family planning policies in 1952, becoming the first developing country to do so [7]. - The initial focus was on improving maternal and child health through voluntary contraception, but as industrialization progressed, the need for more aggressive measures became apparent due to rapid population growth [6][10]. - By the 1960s, India's population surged from 450 million in 1960 to 550 million in 1970, with a fertility rate of 5.49, leading to significant food security concerns and urban migration issues [10][11]. Group 2: Recent Trends in Fertility Rates - The fertility rate in India has consistently declined, reaching 4.04 in 1990 and 3.31 in 2000, with the latest figures showing it has fallen below the replacement level [10][18]. - The use of contraceptives has increased from 54% to 67%, and early marriage rates have improved, contributing to the decline in fertility [10][11]. - Urban families tend to have a lower fertility rate of 1.6, while rural areas still exhibit higher rates, with states like Bihar and Uttar Pradesh showing rates of 3 and 2.4 respectively [11][12]. Group 3: Regional Disparities - There are significant regional disparities in fertility rates across India, with southern states generally exhibiting lower rates compared to northern states [11][12]. - The socio-economic conditions and educational levels in different regions contribute to these disparities, with higher literacy rates correlating with lower fertility rates [16][17]. Group 4: Future Projections and Policy Implications - Despite the decline in fertility rates, India's population is projected to reach 1.46 billion by 2025, maintaining its status as the world's most populous country [18]. - The government aims to reduce fertility rates in high-growth areas to replacement levels by 2025 through improved healthcare and education initiatives [13][18]. - There are ongoing debates regarding the effectiveness and ethical implications of stringent family planning policies, particularly in relation to religious and cultural sensitivities [15][17].
后军备竞赛时代的AI公司启示录
虎嗅APP· 2025-06-20 13:26
Core Viewpoint - The AI industry is characterized by the need for substantial funding, resources, and a deep understanding of specific verticals to create valuable applications, especially for companies serving B-end clients [1][2][3] Group 1: AI Application and Market Dynamics - Companies must focus on deep and vertical applications of AI, as structural opportunities exist in specialized markets [3] - The integration of AI into traditional industries requires a nuanced understanding of compliance and operational challenges, particularly in the financial sector [3][5] - AI-driven platforms like Qifu Technology have successfully built knowledge graphs and intelligent systems to meet the specific needs of financial institutions [5][6] Group 2: Data and Technology Integration - Qifu Technology has established connections with 163 financial institutions and 268 million registered users, leveraging data to enhance decision-making processes [5][19] - The company’s credit super-intelligent system exemplifies the integration of high-quality data and advanced technology to improve risk control and compliance in finance [5][19] - The emphasis on technology and data-driven solutions is crucial for AI companies to maintain competitiveness and adapt to market demands [6][18] Group 3: Talent and Workforce Dynamics - The demand for hybrid talent, who understand both technology and finance, is increasing in the financial sector, as evidenced by the growth in tech personnel at banks [11][12] - Companies that foster a culture of continuous learning and adaptation to technological changes can alleviate employee anxiety regarding job displacement by AI [14][18] - The implementation of a "stay vigilant" mindset within organizations is essential for navigating the evolving landscape of AI and maintaining employee engagement [8][13] Group 4: Financial Stability and Strategic Direction - Financial stability and a clear strategic direction are fundamental for AI companies to avoid revenue anxiety and focus on research and development [16][18] - The AI industry is not solely about creating general-purpose models; instead, success lies in accumulating specialized data and expertise within vertical markets [18][19] - The combination of general frameworks with vertical modules is becoming a consensus in the AI sector, emphasizing the importance of niche expertise [18]
新能源车雨天充电安全吗?
虎嗅APP· 2025-06-20 13:26
以下文章来源于autocarweekly ,作者autocarweekly autocarweekly . 车不只是代步工具,还是生活的一种刻度。 本文来自微信公众号: autocarweekly (ID:autocarweekly) ,作者:七号-宋,头图来自:AI生 成 最近的上海,雨下得有些任性。朋友圈晒的不再是美食和遛娃,而是一排排雨天出行全副武装的新能 源车。 电动车用户最关心的事之一,就是"雨天到底能不能安全充电?尽管我们知道,新能源汽车的三电系 统早已不是当年的毛坯房,也听说过防水等级、密封圈这些专业术语,但看到雨水沿着车身流到充电 口时,心里难免还是犯嘀咕。 于是,各大电商平台上,各种充电口防雨帘、防水密封盖销量节节攀升,有人说这是智商税,也有人 坚持有备无患。 那么,这些防雨罩到底有没有必要?雨天充电到底安不安全?今天这篇,就和大家好好讲讲背后的技 术逻辑,以及你该不该为它买单。 防水等级IPX5意味着什么?它比 IPX6差在哪里? 有些朋友肯定听说了,新能源汽车防水等级达到IPX7等级,泡水都不怕,还怕雨水么? 这其实是有误区的。因为IPX7主要针对的是汽车的电池包,而不是充电口。 汽车充 ...
Midjourney发布视频模型:不卷分辨率,但网友直呼画面惊艳
虎嗅APP· 2025-06-20 09:47
以下文章来源于APPSO ,作者发现明日产品的 APPSO . AI 第一新媒体,「超级个体」的灵感指南。 #AIGC #智能设备 #独特应用 #Generative AI 本文来自微信公众号: APPSO (ID:appsolution) ,作者:appso,原文标题:《这个AI生图神器首次发布视频模型:不卷分辨率,但网友直呼画面 惊艳超预期|附提示词》,题图来自:AI生成 面对迪士尼和环球影业的版权诉讼,老牌文生图"独角兽"Midjourney没有放慢节奏,反而于今天凌晨顶着压力推出了首个视频模型V1。 调色精准、构图考究、情绪饱满,风格依旧在线。 不卷分辨率、不卷长镜头、Midjourney卷的,是一股独有的氛围感和审美辨识度。Midjourney是有野心的,目标剑指"世界模型",但目前略显"粗糙"的 功能设计,能否让其走得更远,恐怕还是一个未知数。 你卷你的分辨率,我走我的超现实。 Midjourney一直以奇幻、超现实的视觉风格见长,而从目前用户实测的效果来看,其视频模型也延续了这一美学方向,风格稳定,辨识度高。 省流版如下: 上传或生成图像后点击"Animate"即可,单次任务默认输出4段5秒视频 ...
2025时尚之谜:到底是球鞋出轨,还是皮鞋劈腿?
虎嗅APP· 2025-06-20 09:47
Core Viewpoint - The article discusses the emergence of "sneaker loafer" shoes as a significant trend in the fashion industry, highlighting a shift towards comfort and versatility in footwear design amidst a backdrop of economic challenges and changing consumer preferences [4][38][42]. Group 1: Trend Analysis - The "sneaker loafer" trend is seen as a response to a lack of innovation in fashion, with critics noting that the current era is one of the least innovative in 500 years [4]. - Nike's introduction of the Nike Air Max Phenomena, a women's exclusive sneaker loafer, is viewed as a delayed response to the trend [6]. - New Balance is identified as a leader in this trend, particularly with the launch of the 1906L model in collaboration with designer Junya Watanabe, which sparked significant market discussion [8][9]. Group 2: Market Response - Following New Balance's lead, brands like HOKA, Converse, and Puma have also introduced their versions of sneaker loafers, incorporating traditional loafer designs with modern sneaker technology [13]. - The sneaker loafer's design caters to contemporary aesthetic preferences and lifestyle habits, emphasizing comfort and ease of wear [41]. Group 3: Consumer Sentiment - Consumers express a desire for fresh styles, with sneaker loafers providing a contrast to traditional footwear, leading to a sense of renewed fashion identity [20]. - Despite some skepticism, with only 30% of surveyed individuals preferring the new sneaker loafer over traditional loafers, the overall sentiment indicates a significant interest in this new design [29]. Group 4: Historical Context - The concept of mixed design in footwear is not new, with past attempts like Nike's Vagabond in 1980 failing to gain traction, but the current resurgence is seen as more appealing due to changing consumer needs [33][38]. - The economic climate has shifted consumer focus towards versatile and comfortable fashion, reminiscent of past trends during economic downturns [38][41]. Group 5: Cultural Significance - The rise of sneaker loafers symbolizes a broader cultural shift towards innovation and exploration in fashion, representing a break from the safety of traditional designs [48][49]. - The article concludes that while sneaker loafers may not define a new era, their popularity in 2025 signals a potential turning point in the fashion landscape [50].
380亿豪赌背后,跨国大厂抱紧中国药神
虎嗅APP· 2025-06-20 09:47
以下文章来源于AGI接口 ,作者陈广晶 AGI接口 . AI卷起的财富风暴。 出品 | 虎嗅科技医疗组 作者 | 陈广晶 编辑 | 苗正卿 头图 | AI生成 制药界也为AI疯狂了? 6月13日,一份潜在价值超50亿美元的AI制药大单,在业界刷屏了。这也是继续新药领域频繁BD ( 商务拓展,指药企通过针对新药的合作、交易、并购等实现业务增长——虎嗅注 )之后, 跨 国药企给国产新药产业打的又一剂强心针。 根据石药集团的公告,该集团将使用其AI药物发现平台,针对阿斯利康选定的多个靶点,找到治 疗多个适应症的有潜力的小分子口服药的候选药物。其中包括一种用于免疫疾病的疗法。 对于这些候选药物,阿斯利康有优先选择权,可获得全球范围内开发、生产和商业化的独家授 权。 上述交易中,阿斯利康给出的首付款就有1.1亿美元,后续潜在里程碑付款最高可达16.2亿美元, 销售里程碑付款可高达36亿美元,此外还可能有基于产品年净销售额的销售提成。总价值约53.3 亿美元,折合人民币超过了380亿元。 虽然在license-out( 对外许可 )的战绩中,这一交易算不上新高,但在AI+制药领域却是刷新记 录的。 作为行业里有名的"AI ...