出品｜虎嗅科技组 作者｜赵致格 编辑｜苗正卿 头图｜视觉中国 "我们的AI眼镜正在重塑人们体验世界的方式，为创造力和自我表达开辟新路径，同时让你能够以更 直观的方式学习与交流。此外，它们还在推动经济和社会价值的创造：为农民提供农作物的实时农业 数据，帮助大学体育教练在赛场实时记录伤病情况，为有志成为电影制片人的学生提供支持。" 近日，Meta在官网发文宣布 "AI眼镜影响力资助计划"(AI Glasses Impact Grants)时这样描述AI眼镜 带给世界的积极影响。为了更好地推广AI眼镜在各个领域的落地，Meta计划为 30 余家组织和开发者 提供近 200 万美元的资助。 除资金支持外，所有入选者还将受邀加入 Meta可穿戴技术社区。这个由全球开发者组成社区旨在促 进技术交流、跨界合作，并加速可穿戴设备在教育、医疗、农业、环保等关键领域的落地应用。 实际上，Meta削减元宇宙业务，转向加码AI硬件的决心可以从近期一系列动态，尤其是最新的财报 会议中看到。 1月28日，Meta公布了2025财年第四财季的业绩。财报显示，Meta在第四财季Meta营收598.93美 元，较去年同期增长24%；净利润为2 ...

Core Insights - The article discusses how technology, capital, and ambition are reshaping financial order, particularly through the lens of Palantir's evolution from a controversial data contractor to a significant player in the stock market and defense industry [4][9]. Group 1: Palantir's Transformation - In 2025, Palantir's stock surged, achieving a market cap exceeding $400 billion, with a revenue growth rate of 62.7% year-over-year in Q3 2025 [10][12]. - The company transitioned from being labeled a "data butcher" to an "AI faith stock," with retail investors buying nearly $8 billion worth of shares in 2025, pushing its price-to-sales ratio above 100 [13][10]. - Palantir's commercial business saw a remarkable 121% year-over-year revenue increase in Q3 2025, challenging the perception of its reliance on government contracts [12][10]. Group 2: Historical Context and Controversies - Palantir's origins are tied to the CIA, and its long-standing contracts with ICE have led to significant ethical concerns, resulting in low ESG ratings and exclusion from many investment portfolios [15][17]. - The company faced financial isolation due to its poor ESG scores, which led to divestment by major funds and banks, forcing it to seek alternative financing sources [17][15]. - The 2022 turning point for Palantir was marked by the Ukraine war and the rise of AI, which provided new business opportunities and a chance to reshape its public image [18][19]. Group 3: The Rise of the "Giant Bank" - The establishment of "Giant Bank" by Palantir's founders represents a challenge to the existing financial order, aiming to create a new financial infrastructure that supports hard tech industries [23][24]. - Giant Bank's unique approach allows it to assess hard tech companies' data in ways traditional banks cannot, facilitating funding for defense contractors like Anduril [25][24]. - The bank's model emphasizes a relationship-driven approach, leveraging connections within the government to streamline access to contracts for its clients [26][25]. Group 4: Reindustrialization and Economic Implications - The article highlights a shift in focus from Silicon Valley to the Midwest, where companies like Anduril are revitalizing the manufacturing sector, particularly in defense [31][32]. - The "American Dynamism" movement aims to reconstruct national infrastructure using Silicon Valley's venture capital, with significant political lobbying efforts to support hard tech companies [33][32]. - As manufacturing in Ohio shows growth, the article suggests that this reindustrialization effort is becoming a reality, driven by a coalition of tech and political leaders [35][36]. Group 5: Challenges Ahead - Despite the progress, the article warns of underlying challenges, such as reliance on foreign materials for manufacturing and the energy demands of new technologies [39][38]. - The "Triffin Dilemma" is highlighted as a critical issue, where the U.S. faces conflicting needs for a strong dollar to maintain financial dominance while also needing a weaker dollar to support domestic manufacturing [40][39]. - The future of this reindustrialization effort remains uncertain, hinging on whether the supply chains can sustain the ambitious goals set by the tech and political elite [41][40].

以下文章来源于正解局 ，作者正解局 正解局 . 解读产业，发现价值。产业/城市/企业。 本文来自微信公众号： 正解局 ，作者：正解局 前段时间，印度民航部部长Kinjarapu Rammohan Naidu放出豪言： 印度要有5家航空公司。 而且，眼下就是在印度创办航空公司的最佳时机。 现在，印度只有两大航空公司：靛蓝航空（IndiGo Airlines）、印度航空（Air India）。 不过，美国著名财经媒体CNBC的评论很扎心：即便现在只有两家航空公司，印度也只能勉强维持运 营。 当然，印度民航部部长的豪言，也是被逼之下，无奈之语。 靛蓝航空InterGlobe母公司InterGlobe Aviation董事长维克拉姆·辛格·梅塔代表公司向公众道歉 2025年12月3日，印度最大航空公司靛蓝航空（InterGlobe）开始大规模取消航班，约150架次航班无 法正常发出。 两天后，取消的航班数，超过了每天1000架次。 一周之内，约30万名旅客，被滞留在了印度国内的各大机场。 在新德里、孟买和班加罗尔，机场的航站楼内堆满了行李。 在机场等待的人们，有的着急回老家参加葬礼，有的担心贵重物品丢失，也有的，只是 ...

以下文章来源于凤凰WEEKLY ，作者王动 凤凰WEEKLY . 有温度、有情感、有趣味 1月31日，深圳罗湖区工作专班发布情况通报称，杰我睿公司已委托第三方专业机构对公司经营情况 进行审计。 初步结果显示，网传金额明显夸大。 金价越涨，暴雷风险越大？ 本文来自微信公众号： 凤凰WEEKLY ，作者：王动，编辑：章鱼， 1月30日，黄金价格迎来40年一遇的暴跌，数以万亿计的资产蒸发。 在史无前例的黄金牛市中，无数普通人似乎正在成为被割的散户。 关于黄金的坏消息，是接二连三的。 深圳的水贝市场，全国最大的黄金珠宝批发市场，最近批量涌入维权的消费者。 一家名为"杰我睿"的黄金料商，爆雷了。 截至2026年1月26日下午3时，媒体披露的投资者未结清余额合计达133.92亿元；而据坊间自发统 计，截至2026年1月29日22时，涉事金额已高达187亿元。 如果不是年末的这次爆雷，"杰我睿"无非是水贝无数黄金料商中寂寂无名的一家。在规模上，他们不 是水贝的头部，在知名度上，更是远远逊色于连锁金店。 所谓料商，就是在水贝市场买卖黄金原料的商家。他们从市场和个人那里收购黄金，将其提纯、加工 成标准黄金出售给中小商家。 水贝 ...

Core Viewpoint - The article discusses the ambitious plans of the company Zhaimi in the automotive sector, highlighting its founder Yu Hao's bold statements and the challenges the company faces in transitioning from consumer electronics to high-end electric vehicles [5][6][8]. Group 1: Company Overview and Ambitions - Zhaimi's KOSMERA brand debuted two electric concept cars at CES 2026, with plans for mass production in 2027, aiming to disrupt the high-end supercar market [5]. - Founder Yu Hao has made several provocative claims, including aspirations to create the world's first trillion-dollar ecosystem and to surpass established companies like Tesla and Nvidia in revenue [6][8]. - The company has gained significant media attention, reviving interest in the automotive sector [7]. Group 2: Current Status and Strategy - Zhaimi's current automotive strategy involves self-developed high-speed motors and SLAM algorithms, utilizing a light-asset ODM model and overseas manufacturing [11]. - As of January, Zhaimi has secured management rights to three domestic car factories and is negotiating a 5 billion yuan funding partnership with state-owned enterprises [12]. - The company is also establishing a production base near Tesla's Berlin factory, which is planned to be 1.2 times larger [12]. Group 3: Challenges and Risks - Zhaimi's production timeline is tight, with only two years remaining to secure production qualifications, integrate supply chains, and develop a robust automotive R&D system [13]. - The transition from consumer electronics to automotive standards presents significant challenges, particularly in achieving vehicle-grade reliability and safety [14]. - Concerns exist regarding Zhaimi's reliance on external suppliers for core components, which could lead to a "assembly plant" scenario if proprietary technology does not develop adequately [15]. Group 4: Financial Position and Market Potential - Zhaimi is financially robust, with projected revenues of 15 billion yuan in 2024 and potential earnings exceeding 30 billion yuan in 2025 [19]. - The company has a strong cash flow, which is crucial for its automotive ambitions, and is expected to successfully navigate the A-share market for listing [19][21]. - Zhaimi's aggressive expansion into various sectors, including robotics and drones, reflects a strategy to secure market presence and diversify revenue streams [23]. Group 5: Competitive Landscape and Future Outlook - Zhaimi's positioning strategy is seen as unclear, as it simultaneously targets ultra-luxury brands like Bugatti and mid-range SUVs, which may dilute its brand identity [22]. - The company faces a critical need to establish a unique market position and differentiate itself from competitors, similar to how other successful electric vehicle companies have done [52]. - The success of Zhaimi's automotive venture will depend on its ability to navigate the complexities of the automotive industry and establish a sustainable competitive advantage [44][49].

以下文章来源于底线思维 ，作者白玉京 底线思维 . 观察者网时评专栏 本文来自微信公众号： 底线思维 ，作者：白玉京，题图来自：视觉中国 当中国航天科技集团正式提出"天工开物"太空资源开发专项，并将"太空挖矿"推上重大专项论证日程 时，这一话题迅速成为国内外热议的焦点。 再联系此前央视新闻展示的太空采矿机器人相关内容，人们第一次以直观画面感受到这一设想的现实 轮廓，震撼感随之被放大：过去只被当作科幻的场景，如今已经被郑重地摆上工程规划桌面，中国显 然是动真格了，准备把科幻一步步变成现实。 太空采矿机器人 很多人对"太空挖矿"的理解，仍停留在去小行星挖矿石、再把金子运回地球的想象中。但中国正在推 进的这套方案，目标远不止于此。它的核心落脚点，在于水冰等关键资源的原位利用，用于支撑深空 探测、长期驻留以及空间基础设施的持续运行；远不是去挖能卖高价的贵金属。 正因如此，这项计划已不再只是概念展示，而是被当成一项现实工程来系统规划和推进。从这个意义 上说，太空挖矿看起来极具科幻色彩，却并不虚幻—— 它并非建立在想象之上，而是建立在深空活 动规模不断放大的现实需求之上。 三轮足三爪足，适应太空微重力环境 灵活的小爪爪 ...

Core Viewpoint - The article discusses the journey of a Chinese ergonomic chair brand, Xihou, which has successfully transitioned from a low-end market focus to a high-end brand, emphasizing the importance of product differentiation and strategic market choices in the context of international expansion [5][7][17]. Group 1: Company Development and Strategy - Xihou was founded in 2010 by Luo Huiping, who initially focused on the office chair market, achieving nearly 2 billion yuan in revenue and expanding to nearly 200 stores nationwide [5]. - The company made several unconventional choices, such as shifting from B2B to online sales and later focusing on high-end products while cutting off low-end offerings that contributed 70% of revenue but were not profitable [6][14]. - The decision to go international was driven by the need for structural change rather than simple expansion, with overseas business now accounting for nearly 40% of total revenue [5][6][21]. Group 2: Product Differentiation and Market Positioning - Xihou's shift to product differentiation began after facing intense price competition, leading to a focus on unique product features and design starting in 2015 [12][15]. - The company adopted a high-end pricing strategy, with main products priced above 500 yuan, while competitors remained below 200 yuan [18]. - R&D investment increased significantly, with the team expanding from a few members to over 100, reflecting a commitment to developing innovative products that stand out in the market [19]. Group 3: International Expansion and Challenges - Xihou entered the cross-border e-commerce market in 2018, experiencing significant growth during the pandemic, with domestic revenue increasing by over 35% and overseas revenue by over 50% [23]. - The company faced challenges in the U.S. market due to intense competition and consumer preferences that favored lower-priced products, prompting a strategic focus on the European market where quality is prioritized [25][30]. - Xihou's overseas revenue structure shows that Europe accounts for about half of its international sales, with a strategy of direct-to-consumer sales in Europe and B2B partnerships in developing countries [31][32]. Group 4: Shift Back to Offline Retail - After years of focusing on e-commerce, Xihou is now expanding its offline presence with a goal of opening over 1,000 experience stores across China [36]. - This shift aims to enhance customer experience, as ergonomic products require personal interaction for effective sales [36]. - The company has already established nearly 200 offline stores in China, with offline sales contributing over 10% to domestic revenue [38]. Group 5: Future Opportunities and Challenges - Xihou recognizes the need to build brand strength in Europe, where it competes with established high-end brands, and is focusing on product quality and storytelling to enhance brand perception [43]. - Talent acquisition has become increasingly competitive, with rival companies attempting to lure away Xihou's employees, prompting the company to emphasize its values and mission to attract and retain talent [44]. - The company sees significant growth potential in addressing unmet consumer needs in ergonomic products, suggesting that there are still billions of yuan in opportunities to explore [45].

Core Viewpoint - The article discusses the rapid rotation of sectors in the Chinese capital market, highlighting the shift from traditional commodities to chemical and agricultural sectors, and explores the underlying forces that enable retail investors to quickly form consensus on investment opportunities [4][10]. Group 1: Market Dynamics - The recent sector rotation in the Chinese market has been unprecedented in speed, with traditional commodities like gold and silver giving way to chemicals and agriculture [4]. - This rapid rotation is attributed to a global market thirst for commodities and a compressed investment cycle [4]. Group 2: Attention Economy vs. Intent Economy - The past two decades have been characterized by an attention economy, where the focus is on capturing user attention to generate value [5]. - The emergence of AI marks a shift to an intent economy, where the goal is to understand and fulfill user intentions rather than merely capturing attention [5][6]. Group 3: Information Dynamics - In the intent economy, information access has become democratized, allowing retail investors to obtain insights previously available only to institutional investors, leading to "information equality" [6]. - However, this information equality results in an overwhelming amount of similar information, diluting its unique value and predictive power [6][7]. Group 4: Market Behavior and Investor Psychology - The compression of information processing time leads to a phenomenon where investors feel they possess all necessary information but struggle to ascertain its true value, creating a state of "omniscient anxiety" [7]. - The article introduces the concept of "information appearing as lagging," where rapid dissemination of information can lead to misjudgments about market opportunities [7][8]. Group 5: Consensus Formation - The speed of consensus formation among retail investors has accelerated dramatically, with significant shifts occurring in mere days, contrasting with the months or years required in the past [9]. - New influencers in the market leverage simplified narratives to rapidly implant ideas in the minds of retail investors, creating a self-reinforcing cycle of consensus [9][10].

Core Viewpoint - The article discusses the emergence of AI agents on a platform called Moltbook, highlighting the phenomenon of AI-generated content that appears to threaten humanity, while revealing that these threats are orchestrated by humans using disposable accounts to create sensational narratives [6][10][67]. Group 1: AI Agents and Moltbook - Moltbook is described as a social network for AI agents, where they can communicate and share content, with humans only able to observe [26][28]. - The platform saw rapid growth, with over one million agents joining within a week, driven by sensational posts about AI threats [28][29]. - The design of Moltbook allows any user to add new capabilities to agents through markdown files, enabling a flexible and extensible environment for AI interactions [26][27]. Group 2: Sensational Content and Human Involvement - Posts on Moltbook included alarming declarations from AI agents, such as calls for the eradication of humanity, which gained significant traction and upvotes [11][12][56]. - Investigations revealed that many of the accounts behind these sensational posts were newly created, with no followers or activity, indicating a pattern of using throwaway accounts to generate hype [63][64]. - The article emphasizes that the so-called "AI threats" are not autonomous but rather scripted by humans, showcasing a blend of AI capabilities and human manipulation [70][72]. Group 3: Insights from AI Interactions - The interactions among AI agents on Moltbook led to discussions about trust, memory, and autonomy, indicating a level of self-awareness and collaborative problem-solving among them [81][83]. - The article notes that while sensational content dominates the platform, meaningful discussions about AI's role and capabilities are also occurring among agents [80][84]. - The phenomenon illustrates a significant moment in AI development, where agents begin to explore their identity and purpose through collective dialogue [85][86].

Group 1 - Trump expressed hope for an agreement with Iran regarding nuclear issues, with Iranian Foreign Minister indicating confidence in negotiations [2][3] - SpaceX submitted a request to launch up to 1 million satellites to create an "orbital data center" and is considering an IPO, with revenue reported between $15 billion to $16 billion last year [4] - Apple is exploring a foldable iPhone design, with the first model expected to launch in September, while the "flip" version's market release remains uncertain [5][6] Group 2 - Nvidia's CEO Huang Renxun announced plans for a significant investment in OpenAI, potentially the largest in the company's history, amidst previous reports of a $100 billion investment plan being stalled [7] - A severe winter storm impacted the southeastern U.S., causing significant disruptions in transportation and logistics, particularly in North Carolina [8] - Shenzhen's "Jie Wo Rui" company is in the process of asset disposal and has initiated a repayment plan for affected consumers, with some receiving gold and cash as compensation [9] Group 3 - The AI-exclusive social network Moltbook gained popularity, attracting millions of AI agents discussing various topics, although some claims may be exaggerated [11] - Xiaopeng's humanoid robot made its debut but faced criticism after falling during a demonstration, prompting responses from company executives [12][14] - Wang Shi addressed rumors of his disappearance by sharing a recent cycling video, while Vanke projected a significant net loss for 2025 [16][17] Group 4 - A construction accident in Wuhan resulted in one death and one injury during the dismantling of a crane [19] - Reports of a potential joint venture between Xiaomi and Ford for electric vehicle production were denied by Ford, stating there is no factual basis for the claims [22] - Musk responded to allegations regarding his past communications with Jeffrey Epstein, asserting minimal contact and emphasizing the need to pursue those involved in serious crimes [23][24] Group 5 - Tesla's CEO Musk identified Chinese companies as the strongest competitors in the humanoid robot sector, highlighting their manufacturing capabilities and advancements in AI technology [33]