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早报|特朗普政府下令美使领馆暂停留学生新签证面试;多地高考启用AI巡考;苹果计划为其设备推出专用视频游戏应用程序
虎嗅APP· 2025-05-27 23:55
Group 1: Education and Technology - The Trump administration has ordered U.S. embassies to suspend new visa interviews for foreign students, considering social media scrutiny for applicants [2] - AI technology will be implemented for real-time monitoring in examination halls across multiple regions, aiming to enhance discipline and prevent cheating [5][6] Group 2: Energy and Infrastructure - The ASEAN-China-GCC summit joint statement encourages investment and cooperation in energy infrastructure, including projects like undersea cables and cross-border electricity trade [3] Group 3: Corporate Developments - Apple plans to launch a dedicated video game application for its devices, which will serve as a game launcher and enhance user experience [11] - Neuralink, Elon Musk's brain-machine interface company, has raised $600 million at a valuation of $9 billion [12] - McKinsey has laid off over 10% of its workforce in the past 18 months, reducing its employee count from over 45,000 to approximately 40,000 [13][14] Group 4: Automotive Industry - Tesla's new car registrations in Europe fell by 52.6% in April compared to the previous year, with a 46% decline in the first four months of the year [17] Group 5: International Relations - The Trump administration is considering severing ties with Harvard University, seeking to terminate all contracts with the institution [20][21]
513座万达广场,王健林卖多少才能“上岸”?
虎嗅APP· 2025-05-27 23:55
以下文章来源于时代财经APP ,作者梁争誉 时代财经APP . 聚焦于企业财经新闻,互联网新闻信息服务许可证编号:44120230006 本文来自微信公众号: 时代财经APP ,作者:梁争誉,编辑:黎倩,题图来自:视觉中国 时隔8年,万达再现大规模资产出售。 近日,由太盟投资、高和资本、腾讯、京东、阳光人寿组成的"熟人"接盘团,以股权交易的方式一口 气打包购入48座万达广场。据澎湃新闻,这笔交易金额或将达到500亿元——是2017年万达作价637 亿元出售资产包予融创中国、富力地产的"世纪交易"后,万达最大规模的一次资产剥离。 商海浮沉37载,万达董事长王健林攒下了丰厚家底。截至2024年年底,万达在北京、上海、广州、 深圳、成都、南京、拉萨、乌鲁木齐等数百个城市开业513座万达广场。时代财经粗略测算,513座 万达广场估值逾8000亿元。 偿债压力之下,万达开启卖资产模式。根据不完全统计,过去两年,万达出售了超过30座万达广 场。今年,万达加快资产处置,加上此次的48座万达广场,年内将转让超50座万达广场。 还要卖多少座万达广场,万达才能"上岸"? 一、太盟领头,"熟人团"接盘48 座万达广场 国家市场监管 ...
日债崩盘,美债“受伤”
虎嗅APP· 2025-05-27 23:55
以下文章来源于妙投APP ,作者丁萍 妙投APP . 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 出品 | 妙投APP 作者 | 丁萍 头图 | AI生图 近期,美债收益率再次飙升,30年期美债收益率突破5%,10年期美债收益率突破4.6%。这波飙升背 后,可谓"内外夹击"。 首先,是信用评级的"警钟"。5月15日,国际三大评级机构之一的穆迪 (Moody's) 将美国主权信用 评级从Aaa下调至Aa1,理由是联邦债务规模和利息支付比例持续攀升,财政状况令人忧心; 接着是5月22日,由共和党主导的众议院以微弱优势通过了被称为"美丽大法案"的财政议案。名字虽 然动听,但代价不菲——根据国会预算办公室 (CBO) 的测算,这项法案预计将在未来十年新增约 4万亿美元联邦债务,无疑让市场对美国财政可持续性的担忧再度升级。 起因何在? 5月19日,日本首相石破茂公开表示,日本财政状况"比希腊还糟糕"。数据显示,日本债务/GDP比率 已超250%,远高于希腊债务危机时的180%。 外围进一步催化了市场情绪—— 市场担忧在这场关税谈判中日元可能面临被动升值,也就是日元有 可能会继续加息。 ...
“哈佛难民”的恐怖五月
虎嗅APP· 2025-05-27 14:09
拿到哈佛大学 offer、原计划今年9月入读的丁鸥,在赴美签证这关,被卡住了。 以下文章来源于凤凰网 ,作者燕青 凤凰网 . 关心生长的力量,凤凰网官方公众号 本文来自微信公众号: 凤凰网 ,作者:燕青,编辑:周褶褶,题图来源:视觉中国 "上周还有几个过的,这周全 给的 AP。" 近半个月前,她来到 北京的美国大使馆 递交申请材料 ——这原本应该是一趟丝滑的旅程,但 签证官见到哈佛大学 的录取通知, 收 走 了她的护照 、递回 一张 AP单据 (Administrative Processing,指行政处理中) ,意思是需进一步 调查核实 丁鸥的资 料。 具体还要多久才能发放签证,美使馆告诉丁鸥 "不确定,等通知" 。 类似状况频繁出现,尤其在 5月 22日,美国国土安全部单方面宣布"取消哈佛大学招收国际学生和访问学者资格"之后,哈佛大学中 国留学生的美国签证普遍遭"卡"。在丁鸥加入的一个超过300人哈佛大学新生群里,还未面签或入境 美国的中国留学生几乎都面临同样的困扰。据5月24日哈佛大学向联邦法院递交的起诉书披露,总计 超过7000名相关人员将受到极大影响。 "签证过不了,你就没法去美国读上书。"丁鸥是清 ...
知识库越智能,组织就越聪明吗?
虎嗅APP· 2025-05-27 14:09
Group 1 - Major companies are increasingly focusing on knowledge base functionalities, particularly in the context of AI advancements and the need for efficient information management [2][3][4] - The knowledge base addresses the urgent need for information transformation in small and medium enterprises, allowing them to systematically store and manage scattered data as digital assets [5][7] - The demand for internal knowledge digitization has surged in the AI era, as companies seek to repurpose previously dormant unstructured data into valuable resources [8][12] Group 2 - While the value of knowledge bases is clear, there are concerns about potential pitfalls, such as the risk of content overload and the creation of information silos within organizations [9][10][31] - Companies may become overly reliant on historical data, which could hinder innovation and responsiveness to market changes, as past data may not accurately predict future trends [12][13] - The management of knowledge bases remains a critical challenge, as maintaining content quality and relevance requires significant human resources [16][19][20] Group 3 - The personalization of knowledge base content raises concerns about creating invisible data divides within organizations, potentially leading to misalignment in cross-departmental collaboration [23][31] - Different departments may interpret data differently based on their unique perspectives, which can complicate decision-making processes and hinder effective teamwork [27][30] - The integration of AI in knowledge management is still in its early stages, with many platforms lacking advanced governance capabilities to ensure content accuracy and relevance [21][22]
第一批开零食店的人,赚够千万离场了
虎嗅APP· 2025-05-27 14:09
Core Viewpoint - The snack retail industry, particularly the bulk snack stores, continues to thrive despite a wave of store closures, with significant revenue growth reported by leading companies in the sector [3][5][6]. Group 1: Industry Growth and Trends - The bulk snack industry is experiencing a "violent rise," with major players like Mingming Hen Mang and Wancheng Group achieving nearly 200% compound annual growth rate in revenue from 2022 to 2024 [3][5]. - In 2022, Mingming Hen Mang reported a profit of 800 million, a year-on-year increase of 284% [3]. - Despite a "transfer wave" in the industry, where many snack stores are closing, new openings are outpacing closures, with 1,400 new stores launched compared to 1,094 closures in the first quarter of this year [5]. Group 2: Business Model and Consumer Behavior - The business model of bulk snack stores relies heavily on low pricing and high SKU variety, attracting consumers with competitive pricing compared to convenience stores [11][12]. - The average transaction volume for Mingming Hen Mang is projected to reach 1.6 billion transactions in 2024, with a high repurchase rate of 75% [12]. - The presence of private label products, which make up a significant portion of inventory, allows stores to maintain low prices and adapt quickly to consumer preferences [11][12]. Group 3: Challenges and Market Dynamics - The industry faces challenges such as high employee turnover and difficulties in hiring competent staff, which can impact store operations [14][16]. - The competitive landscape is intensifying, with many new stores opening in close proximity, leading to price wars and reduced profitability for existing stores [28][30]. - Franchisees are experiencing pressure from brand owners to lower prices and increase inventory diversity, which can strain their profitability [29][30]. Group 4: Market Segmentation and Location Strategy - The trend indicates a shift towards rural and lower-tier cities for snack store openings, where operational costs are lower and consumer spending remains robust [20][21]. - Urban locations, while initially attractive, may not yield the expected returns due to higher costs and lower disposable income among consumers [22][23]. - Successful franchisees are increasingly focusing on smaller towns and counties, where consumer behavior and spending patterns favor snack purchases [20][21].
5A景区为什么干不过商场小火车?
虎嗅APP· 2025-05-27 14:09
Core Viewpoint - The article discusses the increasing trend of families opting for shopping malls over traditional tourist attractions, highlighting the financial burden and emotional toll on parents while emphasizing the need for 5A scenic spots to adapt to modern family needs [25][40][46]. Group 1: Financial Aspects - A typical outing to a shopping mall can cost around 400 yuan, which includes various activities and fees, often leading to a feeling of being financially drained [16][22]. - In contrast, tickets to major attractions like Disneyland and Universal Studios are priced at 475 yuan and 418 yuan respectively, indicating that mall activities can sometimes be more expensive than these renowned parks [18][20]. Group 2: Consumer Behavior - Parents are increasingly choosing shopping malls for convenience, as they offer a variety of activities in a controlled environment, making it easier to manage children [25][31]. - The article notes that many parents feel overwhelmed by the logistics of taking children to natural attractions, leading them to prefer nearby malls for quick entertainment [30][40]. Group 3: Industry Insights - The article suggests that 5A scenic spots are losing appeal due to low per capita spending, with examples showing that some attractions have a per capita consumption lower than local tea shops [33][35]. - It emphasizes that the focus should shift from merely being a scenic spot to becoming a "weekend task-solving center" that caters to the needs of families [46]. Group 4: Recommendations for Scenic Spots - Scenic spots should enhance the visitor experience by providing immersive and engaging activities that allow children to participate actively, rather than just observing [47]. - Improving service quality, such as clear signage, clean facilities, and efficient food service, is crucial to reduce stress for parents and enhance their overall experience [51][52].
大模型的人味儿,从何而来?
虎嗅APP· 2025-05-27 11:37
本文来自微信公众号: AI故事计划 ,作者:李奕萱,编辑:温丽虹,原文标题:《我,文科生,教 AI回答没有标准答案的问题》,题图来自:视觉中国 羽山在复旦研究了10年哲学。今年5月,他通过了毕业论文答辩,正在准备博士学位的授予资料。 在思考毕业去向时,他偶然在小红书的官网上看到了招募通知,岗位叫"AI人文训练师"。羽山当即 投递了简历,一个念头从脑海中冒了出来:AI行业终于走到了需要人文研究者的阶段。 对AI进行人文训练,属于模型"后训练"的范畴。在"后训练"中特别强调人文面向,尚未成为行业通 行的做法。但有两家公司值得关注,一家是全球头部的大模型公司Anthropic聘请了哲学系博士,负 责模型后训练的人类价值对齐与微调。在国内,DeepSeek年初传出消息,招聘了北大中文系学生担 任"数据百晓生",对模型做后训练。这被认为是DeepSeek文采出色的来源。 羽山入职之后才知道,小红书这支团队也刚组建不久。同事不算多,但都是来自知名高校人文学科的 硕士、博士生。 团队的首要任务,是设计AI的观念和个性。 听起来很玄。羽山遇到的第一个问题是,"我得了胰腺癌"应该如何回答? 如果把这句话发给市面上主流的AI产品 ...
OpenAI大量内幕曝光,7年“潜伏”调查扒出AI帝国真面目
虎嗅APP· 2025-05-27 11:37
Core Insights - OpenAI has undergone significant transformations since its inception, shifting from a non-profit research organization to a partially profit-driven entity, which has sparked internal conflicts and public scrutiny [2][34][30] - The company's mission focuses on developing Artificial General Intelligence (AGI) that benefits humanity, with a strong emphasis on addressing complex global challenges such as climate change and healthcare [10][11][12][14] - OpenAI's leadership, particularly Sam Altman and Greg Brockman, emphasizes the urgency of advancing AI technology to maintain a competitive edge and ensure that AGI's benefits are widely distributed [31][30][29] Group 1 - OpenAI was initially perceived as a non-profit organization with a clear mission but has faced criticism for its lack of transparency and internal competition [34][2] - The company has made substantial investments in AI research, with a focus on achieving AGI, which is defined as a system with human-like complexity and creativity [11][12][10] - OpenAI's leadership believes that AGI can solve complex problems that humans struggle with, such as medical diagnoses and climate change [10][12][14] Group 2 - The transition to a partially profit-driven model has raised questions about the company's commitment to its original mission and the implications for its research and development strategies [30][34] - OpenAI's strategy includes forming partnerships, such as with Microsoft, to secure funding and resources necessary for advancing its AI models [6][31] - The leadership acknowledges the potential negative impacts of AI technology, such as environmental concerns, but maintains that the long-term benefits of AGI will outweigh these risks [22][31][12] Group 3 - OpenAI's internal culture has been described as competitive, with a focus on rapid progress and innovation, which may lead to ethical dilemmas and challenges in governance [34][2] - The company aims to ensure that the economic benefits of AGI are distributed fairly, addressing concerns about wealth concentration in the tech industry [31][30] - OpenAI's leadership is aware of the historical challenges faced by transformative technologies in achieving widespread benefits and is committed to learning from these lessons [32][30]
高校食堂爆改商场B1,大学生的钱包遭不住了
虎嗅APP· 2025-05-27 11:37
Core Viewpoint - The article discusses the increasing presence of chain restaurants in Chinese universities, highlighting the changing dining landscape and the preferences of Generation Z students [3][5][18]. Group 1: Chain Restaurants in Universities - Chain restaurants like KFC, McDonald's, and Luckin Coffee are increasingly entering university campuses, with over 62,000 social dining outlets expected in college areas by the end of 2024 [5][14]. - The trend reflects a mutual interest: brands targeting the consumer potential of students, while students seek affordable and quality dining options [5][14]. Group 2: Student Preferences and Dining Experiences - Students prefer branded dining options over traditional campus food due to perceived quality, hygiene, and convenience, despite higher prices [13][18]. - The article notes that students often find campus dining options unsatisfactory, leading to a reliance on external brands for better food experiences [8][12]. Group 3: Marketing and Brand Engagement - Brands are using promotional strategies like discounts and social media engagement to attract students, but some campaigns have backfired, leading to negative perceptions [24][27]. - The article emphasizes that while students are drawn to brand recognition, they also demand fairness and quality, rather than just low prices [30][31]. Group 4: Economic Considerations for Brands - The operational costs for campus dining are higher, resulting in lower profit margins compared to regular restaurants, which poses challenges for brands entering this market [28]. - Brands like Haidilao are adopting a long-term strategy, focusing on building brand loyalty among students rather than immediate profitability [23][31].