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早报|阿里离职员工发万字长文,马云回应;腾讯视频调整架构;小米回应“纽北圈速误差”;特朗普:如果没派兵,洛杉矶恐已烧成废墟
虎嗅APP· 2025-06-11 23:59
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。 本 栏目由虎嗅出品。 热点追踪 【韦东奕称已受舆论影响不想再做回应】 【特朗普:如果没派兵,洛杉矶恐已烧成废墟】 据央视新闻,当地时间6月11日,美国总统特朗普在其社交平台"真实社交"上发文称:"如果我们的军队当时没 有进入洛杉矶,这座城市恐怕现在已经被烧成废墟,就像他们许多房屋那样被焚毁。洛杉矶的伟大人民非常幸 运,因为我做出了派兵协助的决定。" 美国加利福尼亚州州长加文·纽森10日表示,特朗普政府的执法重点并未放在无证移民中的犯罪分子身上,而 是在推动大规模驱逐出境。他批评称,特朗普在应对洛杉矶抗议活动时部署国民警卫队,实际上是"选择了作 秀,而非维护公共安全"。 回应来了 据红星新闻,不想再做任何回应,这波舆论已经对其产生了影响——这是韦东奕向记者表达的两个态度。 北大官网显示,韦东奕所在部门为数学科学学院的微分方程教研室,职称为研究员,从2019年底开始担任助理 教授。本学期有一门"双曲方程"的课程,上课时间分别是周一和周三。 目前,上述课程已结束。近日,在韦东奕的办公室,记者见到了韦东奕本人。韦东奕有独立的办公室 ...
招聘放宽至45岁释放什么信号?
虎嗅APP· 2025-06-11 13:32
Core Viewpoint - The "35-year-old crisis" in the job market is gradually easing as various regions in China, including Shandong, Xinjiang, and Beijing, are lifting age restrictions for recruitment, allowing some positions to be open to candidates up to 45 years old [3][6][7]. Group 1: Changes in Recruitment Policies - Several regions have begun to relax age restrictions in recruitment, with Shandong, Xinjiang, and Beijing allowing candidates up to 45 years old for certain positions [6][7]. - The trend reflects a shift in labor market dynamics, where the aging workforce is being recognized for its value and experience [4][6]. Group 2: Demographic Trends - The average age of the labor force in China has increased from 32.25 years in 1985 to 39.72 years in 2022, indicating an aging population [8]. - Over 50% of the employed population in China is aged between 30 and 49, with the 30-39 age group making up 27.6% and the 40-49 age group at 25.1% [10]. Group 3: Labor Market Evolution - The total labor force aged 16-59 peaked at 930 million in 2012 and has since declined to 860 million in 2023, highlighting a demographic shift towards an older workforce [12]. - The proportion of individuals aged 45-64 in the labor force has increased from 27.3% in 2000 to 41.91% in 2022, with an average annual growth rate of 0.66% [12]. Group 4: Changing Perceptions of Experience - The value of experience in the job market is being reassessed, as older workers are seen as having unique advantages due to their extensive industry experience and peak physical capabilities [8][16]. - The perception of the "golden age" for employment has shifted, with predictions indicating that by 2035, the ideal age for career success may rise to 45-50 years [17].
美国大学毕业季,成了“奢侈品回收季”
虎嗅APP· 2025-06-11 13:32
以下文章来源于跑步有毒 ,作者跑步有毒 跑步有毒 . 一个非主流妈妈,一个非主流媒体人,一个非主流跑者,一个全情游荡的人 以上商品全部免费。 在杜克大学毕业季,毕业生们搬出了位于北卡罗来纳州Durham的公寓楼,住在这里的莱娜·盖勒 (Lena Geller) 在公寓垃圾房里发现了上面这些物品,以及,许多其他物品。 本文来自微信公众号: 跑步有毒 ,作者:跑步有毒,原文标题:《她从美国大学生垃圾堆里捡了 6600美元:毕业垃圾季成了"奢侈品回收季"》,头图来自:AI生成 Valentino运动鞋零售价980美元。 Tovala烤箱原价390美元。 Clear Home Design Lucite桌子原价899美元。 "扔掉这么多东西感觉不对劲,"盖勒女士在一篇文章中写道。她用电子表格记录了在垃圾桶里发现的 大约70件物品,经过一番研究后估计,这些物品的零售价总计为6600美元。 "我有几个朋友读完文章后给我发短信,说'我们应该制定一个商业计划',"26岁的盖勒女士说,"我 确实觉得有钱可赚。" 盖勒女士撰写的文章页面 6月是美国大学的毕业季。每年这个时候,很多即将离校的大学生选择"断舍离",但方式相当激烈: ...
Labubu溢价超30倍,黄牛挑衅:你们能抢到算我输
虎嗅APP· 2025-06-11 13:32
Core Viewpoint - The article discusses the explosive popularity of the Labubu toy series from Pop Mart, highlighting its significant market demand and the emergence of scalpers profiting from its scarcity. The Labubu series is compared to "plastic Moutai," indicating its high value and desirability in the market [1][2]. Group 1: Market Performance - As of June 8, 2023, Pop Mart's stock price surged over 11 times since the beginning of 2024, with the Labubu series being a major contributor to this growth [2]. - On June 9, 2023, Pop Mart's stock closed at 253 HKD per share, reaching a market capitalization of approximately 340 billion HKD (about 311.3 billion RMB) [1]. Group 2: Scalper Activities - The Labubu series has become a lucrative target for scalpers, with some items being sold at over 30 times their original price in the secondary market [2]. - Scalpers utilize technology, such as automated clicking tools and multiple devices, to secure limited stock quickly, often sharing information in dedicated groups [5][6]. - The presence of paid membership groups provides faster and more accurate restock notifications, allowing scalpers to maximize their profits [6]. Group 3: International Market Dynamics - The Labubu series has gained international attention, with celebrities like Beckham and Rihanna promoting the product, further driving demand [10]. - Scalpers are engaging in reverse purchasing, acquiring Labubu toys from Southeast Asia and reselling them in China at significant markups, with some items priced at 1.5 to 2.3 times their original cost [12][13]. Group 4: Counterfeit Challenges - The rise of counterfeit products, referred to as "Lafufu," poses a significant challenge for Pop Mart, as these imitations are sold at much lower prices, impacting the brand's market integrity [15][16]. - The production cost of counterfeit items is minimal, leading to a substantial profit margin for counterfeiters, which could threaten Pop Mart's revenue and brand reputation [16][17].
日薪八万还在哭穷,月薪三千的人笑了
虎嗅APP· 2025-06-11 13:32
Core Viewpoint - The article discusses the disconnect between the lives of celebrities and ordinary people, highlighting the disparity in income and the lack of genuine empathy from stars towards their audience [1][2][3]. Group 1: Celebrity Income Disparity - The article mentions a controversy involving a celebrity, He Qiushi, who boasted about his income, stating he gives away at least 30,000 to 40,000 RMB daily, which reflects a lavish lifestyle that ordinary people cannot relate to [1]. - Huang Yi's comments about her income from wedding performances, earning 80,000 RMB per day, sparked outrage as it contrasts sharply with the average income of ordinary workers [2]. - The article emphasizes that the entertainment industry has created a significant gap in understanding between stars and the general public, with celebrities often failing to empathize with the struggles of everyday life [2][8]. Group 2: The Culture of Complaining - The trend of celebrities complaining about their hardships, despite their wealth, has become tiresome for the audience, as it feels disconnected from the reality of most people's lives [3][4]. - The article illustrates how celebrities, while enjoying luxurious lifestyles, still portray themselves as victims of their circumstances, which is perceived as insincere by the public [6][7]. - The concept of "crying poor" is critiqued, as it highlights the absurdity of wealthy individuals lamenting their struggles, which can come off as tone-deaf [7][9]. Group 3: Lack of Genuine Empathy - The article argues that the ability of celebrities to empathize with ordinary people has diminished, leading to a lack of authentic connection with their audience [8][10]. - It points out that many stars live in a bubble, detached from the realities faced by the average worker, which is evident in their public statements and behaviors [11][12]. - The narrative suggests that the entertainment industry needs to foster a better understanding of the audience's experiences, rather than perpetuating a culture of self-pity among its stars [15][16].
现在房东都是怎么调价卖房的?
虎嗅APP· 2025-06-11 10:39
Core Viewpoint - The article discusses the current state of the second-hand housing market in Shanghai, highlighting a significant increase in the number of landlords reducing prices, indicating a shift in market sentiment and the challenges faced by sellers in achieving sales at desired prices [3][4][12]. Group 1: Market Data Analysis - Recent second-hand transaction data shows a total of 19,000 units sold, which is considered a relatively good figure compared to the past five years, yet it does not evoke strong market enthusiasm [3][4]. - In May, among 110,000 listings, 76% of landlords kept their prices unchanged, 22% reduced prices, and less than 1% increased prices, resulting in an average price adjustment of -3.86% [9][11]. - The increase in landlords reducing prices began in January, reflecting a growing concern about market downturns and a shift in sentiment since the new policies introduced in September [14][12]. Group 2: Pricing Strategies - To sell properties, sellers may need to reduce their asking prices significantly; for example, properties that were initially listed at 5 million yuan may require a reduction of 12.1% to achieve a sale [19][20]. - The average price reduction for properties that eventually sold was -6.1%, indicating that sellers must be prepared for substantial negotiations [18][19]. - For properties priced below 5 million yuan, a strategy of small, frequent price adjustments is recommended to attract buyers without significantly impacting the overall price [29][27]. Group 3: Market Sentiment and Future Outlook - The article emphasizes that despite recent positive transaction data, the overall market sentiment remains subdued, with a need for careful planning based on individual circumstances and market conditions [36]. - The demand for second-hand market data has increased among real estate companies and consulting firms, reflecting a broader interest in understanding market dynamics [36].
训推大模型,为何应该先彩排?
虎嗅APP· 2025-06-11 10:39
Core Viewpoint - The article discusses the challenges and strategies in achieving breakthroughs in artificial intelligence (AI) and the importance of system engineering over single-point technology advancements [1][3]. Group 1: Challenges - The article identifies three main challenges in AI model training and inference systems: dynamic load demands leading to hardware-software conflicts, the utilization black hole of large-scale training clusters, and the need for stable operation of complex clusters [4][5][6]. - Over 60% of computing power is wasted due to hardware resource mismatches and system coupling, highlighting the limitations of traditional optimization methods in addressing the "triangle contradiction" of computing power, bandwidth, and capacity [3][4]. Group 2: Solutions - The concept of a "digital wind tunnel" is introduced, allowing for pre-simulation of complex AI models in a virtual environment to identify bottlenecks and optimize resource allocation before real-world implementation [7][8]. - The "Sim2Train" framework is designed to optimize the architecture of training clusters, achieving a 41% efficiency improvement through automated optimization of resource allocation and communication strategies [8][10]. - The "Sim2Infer" framework enhances inference performance by over 30% through dynamic optimization and load balancing, ensuring high throughput and low latency for various tasks [12][13]. Group 3: Reliability and Availability - The "Sim2Availability" framework focuses on ensuring high availability of computing systems, achieving a 98% uptime through rapid recovery and fault management strategies [15][16]. - The article emphasizes the importance of continuous innovation in system architecture to support the evolving demands of AI applications and the need for advanced modeling and simulation techniques to enhance the reliability of computing infrastructure [18][20].
喜马拉雅“上岸”,应该感谢字节
虎嗅APP· 2025-06-11 10:39
Core Viewpoint - The acquisition of Ximalaya by Tencent Music Entertainment Group (TME) for approximately $2.847 billion is seen as a strategic move to enhance TME's audio ecosystem and address the challenges faced by Ximalaya in a competitive market [3][4][10]. Group 1: Acquisition Details - TME announced a merger agreement with Ximalaya, valuing the company at about $2.847 billion, which includes $1.26 billion in cash and $1.587 billion in equity [3]. - If the acquisition is completed, Ximalaya will operate as a wholly-owned subsidiary of TME while maintaining its independent operations [3]. - Ximalaya's valuation peaked at $4.3 billion, but due to multiple failed IPO attempts, it is now being sold at a significantly lower price [4][10]. Group 2: Market Dynamics - The market has shifted from a focus on growth through losses to prioritizing profitability, making it difficult for Ximalaya to secure new financing [4]. - The rise of ByteDance's products, such as Tomato Novel and Tomato Listening, has intensified competition in the audio sector, further eroding Ximalaya's market share [7][8]. - Ximalaya's advertising revenue has declined from 14.88 billion yuan in 2021 to 14.23 billion yuan in 2023, with its revenue share also decreasing [7][9]. Group 3: Financial Performance - Ximalaya's revenue for 2021-2023 was 58.57 billion yuan, 60.61 billion yuan, and 61.63 billion yuan, with growth rates plummeting from 43.7% to 1.7% [9]. - The company reported a net profit of 3.736 billion yuan in 2023, indicating a shift towards profitability after years of losses [10]. - Cumulative losses from 2018 to 2022 reached 3.166 billion yuan, highlighting the financial struggles faced by Ximalaya [8]. Group 4: Business Model and Strategy - Ximalaya's revenue model heavily relies on membership and advertising, lacking high-margin business support [16]. - The company has been slow to adapt to the podcasting trend, only recently prioritizing it as a key growth area despite earlier attempts to establish a podcast channel [18][19]. - Internal governance issues, such as the dual leadership structure, have hindered decision-making and execution within the company [22].
马斯克大概是认输了
虎嗅APP· 2025-06-11 10:39
以下文章来源于西坡原创 ,作者西坡 西坡原创 . 人在西坡,摸鱼有我。敢于相信一切美好的事物都与自己有关。 本文来自微信公众号: 西坡原创 ,作者:西坡,题图来自:视觉中国 八小时前,马斯克转发了一条美国副总统万斯的帖子。所谓管窥蠡测,从这条帖子可以看出美国现在 的政治风格。 JD Vance: People who were already violating the law are only violating the law because President Trump started enforcing the law. This is the logic of Newsom and his stooges. "那些本来就在违法的人之所以违法,仅仅是因为特朗普总统开始执法了。"这就是纽森和他那群走狗 的逻辑。 (翻译by ChatGPT) 这几天美利坚连续剧的主线是联邦VS加州。因为联邦机构在洛杉矶县展开大规模移民搜捕行动,引 发骚乱。加州表示可防可控,特朗普表示不行我来,于是派兵前往。 坚定站在特朗普对面的大西洋月刊表示,在唐纳德·特朗普执政期间,联邦政府就像一个糟糕的父 母:在你需要他的时候总不 ...
广发银行到了最危险的时刻
虎嗅APP· 2025-06-10 23:59
Core Viewpoint - In 2024, Guangfa Bank experienced its first decline in both revenue and net profit in nearly 17 years, with revenue of 69.237 billion yuan, a year-on-year decrease of 0.63%, and net profit of 15.284 billion yuan, down 4.58%. The main reason for this decline is the poor performance of its credit card business, which accounts for nearly half of its revenue [1][2]. Summary by Sections Credit Card Business Performance - Guangfa's credit card business revenue fell significantly, with personal banking and credit card revenue at 31.35 billion yuan, a year-on-year decrease of 61.2 billion yuan [1]. - The number of credit card holders remained stagnant at 118 million in 2024, marking zero growth for the first time, while the cumulative issuance reached 123 million [2][4]. - In terms of overdraft scale, Guangfa's credit card overdraft balance was 392.846 billion yuan in 2024, ranking approximately tenth among all banks [2][5]. Key Performance Indicators - Cumulative issuance of Guangfa credit cards increased from 101 million in 2021 to 123 million in 2024, but growth has slowed significantly [4]. - The card usage rate declined from 35.89% in 2021 to 32.44% in 2024, indicating a decrease in active usage [5][6]. - The credit card overdraft balance decreased from 452.345 billion yuan in 2021 to 392.846 billion yuan in 2024, with the proportion of personal loans contributed by credit cards remaining high at 48.09% in 2023 [6][7]. Complaints and Customer Sentiment - In 2024, Guangfa received 15,531 regulatory complaints, with 86.4% related to credit cards, indicating growing customer dissatisfaction [8]. - The bank's credit card offerings have faced criticism due to reduced benefits and increased complaints, leading to a perception of being "waste cards" [10][11]. Management and Strategic Changes - The leadership changes at Guangfa Bank have impacted its credit card strategy, with a shift from a focus on innovation to a more conservative approach [12][13]. - The bank's strategic pivot towards retail banking has not yielded the expected results, as evidenced by a significant drop in retail business growth rates [13][14]. Financial Health and Future Outlook - Guangfa's net interest margin has decreased to 1.54% in 2024, the lowest in recent years, indicating weakened profitability compared to peers [14][15]. - The bank's non-performing loan ratio in the real estate sector was high at 6.21% in 2023, contributing to overall asset quality pressures [15][16]. - The reliance on the credit card business poses significant risks for Guangfa Bank, as its core business faces substantial challenges [16].