以下文章来源于硅星人Pro ，作者周一笑 硅星人Pro . 硅（Si）是创造未来的基础，欢迎来到这个星球。 本文来自微信公众号： 硅星人Pro （ID：gh_c0bb185caa8d） ，作者：周一笑，原文标题：《AI泡沫要破？微软和Meta：继续奏乐继续舞》，题图来 自：AI生成 微软和Meta在同一天公布了最新季度财报，尽管宏观经济前景不明，两家科技巨头的财报数据均给出了超出分析师预期的营收和利润，带动各自股价 乃至AI股在盘后交易中上涨。 Meta盘后涨超6%，微软则一度上涨近9%，显示出市场对两家公司业绩的积极反应。 这些财报数据不仅反映了它们核心业务的当前状况，也为外界观察其在人工智能领域的投入和进展提供了新的窗口。硅星人分别梳理了两家公司的财 报要点，关注其关键业务表现，并重点分析AI在其中扮演的角色以及未来的资本支出计划。 微软：云业务再超预期，开始优化 AI投资 根据财报，微软第三财季营收达到701亿美元，同比增长13%，净利润为258亿美元，同比增长18%。这样的业绩超出了分析师预期，推动其股价在盘 后交易中上涨。 强劲的云业务是推动增长的关键引擎。微软的商业云 （Commercial Cl ...

Core Viewpoint - The article discusses the phenomenon of AI-generated images, particularly focusing on the realistic yet imperfect selfies created by GPT-4o, which resonate with people's perception of authenticity and reality [3][67]. Group 1: AI Image Generation - GPT-4o has sparked a wave of interest with its ability to generate images from simple prompts, leading to a variety of creative outputs [3][4]. - The simplicity of the prompt used to generate these images emphasizes a mundane and unremarkable quality, which contributes to their perceived realism [24][41]. - The platform Sora is highlighted for its superior experience in generating images compared to ChatGPT, allowing for multiple images to be created at once [26]. Group 2: Perception of Reality - The article argues that the ordinary and unrefined nature of the AI-generated images evokes a sense of familiarity and authenticity, contrasting sharply with the polished images typically seen on social media [58][66]. - The concept of "realness" is explored, suggesting that the imperfections in these images resonate with human experiences and memories, making them feel more genuine [59][67]. - The discussion includes a reference to the iconic photo "The Falling Man," illustrating how unedited and raw moments can convey profound truths about reality [67].

Core Viewpoint - The article discusses the evolution of globalization from 1.0 to 3.0, highlighting the impact of MAGAism and the rise of protectionism, leading to a potential collapse of the current global trade system and the emergence of a new, more inclusive globalization model driven by digital technology and emerging economies [1][2][3]. Group 1: Globalization 1.0 - Globalization 1.0 was established post-World War II, primarily led by the United States, focusing on rebuilding economies through international cooperation and the establishment of organizations like the IMF and World Bank [7][8]. - The General Agreement on Tariffs and Trade (GATT) was signed in 1947, leading to a significant reduction in global tariff levels, with an average annual trade growth rate of 7.8% from 1950 to 1973 [7][8]. - The period was characterized by a division between capitalist and socialist blocs, resulting in a structured but not fully globalized trade system [9]. Group 2: Globalization 2.0 - Globalization 2.0 began after the Cold War, marked by the establishment of the WTO in 1995, which facilitated a true global economic integration, particularly between the U.S. and China [11][12]. - The period saw rapid trade liberalization, with global tariffs dropping from 6.2% in 1991 to 3.2% in 2006, and significant growth in international investment [12][13]. - The rise of emerging economies, particularly China and India, began to reshape the global economic landscape, contributing to a multi-polar world [15]. Group 3: MAGAism and Its Impact - MAGAism has led to a rise in protectionist policies in the U.S., which may provide short-term benefits to certain industries but could disrupt global supply chains and increase consumer costs in the long run [20][21]. - The political polarization in the U.S. has intensified, with MAGAism exacerbating divisions between different social and economic groups, impacting political stability and governance [21][22]. - The global implications of MAGAism include a decline in U.S. leadership in international affairs and a shift towards a more fragmented global trade environment [22][23]. Group 4: Transition to Globalization 3.0 - The article posits that the world is transitioning towards Globalization 3.0, characterized by a more inclusive and technology-driven economic model, despite the challenges posed by de-globalization and protectionism [26][27]. - Emerging economies are advocating for a more open and cooperative global economic system, as seen in initiatives like the Belt and Road Initiative and RCEP [26]. - The future of globalization is seen as an inevitable trend, with the potential for a new economic order that is less dominated by major powers and more reliant on digital technologies [27].

以下文章来源于时代周报 ，作者曾思怡 时代周报 . "去年五一500多元被抢光 （的房间） ，今年定价100元多还剩不少。"在丽江古城开民宿的小敖告诉时代周 报记者，虽然游客数量较去年同期变化不大，但最近两年当地民宿越开越多。 而在桂林，也有多名导游对时代周报记者表示，今年五一接团数量明显低于去年同期。 但上述受访者在分析业务滑落时都提到一个共同原因：人来了，但消费下降了。 一、五一"抢客" 五一假期前，全国各地抢客潮已经涌动近一个月。 记录大时代，深读全商业。互联网新闻信息服务许可证编号：44120230006 本文来自微信公众号： 时代周报 ，作者：曾思怡，编辑：黎广，原文标题：《五一小长假，多地疯狂"抢 游客"，从发消费券到减免门票》，题图来自：视觉中国 前几日，一则"专家建议五一拿出一万亿促消费"的消息长居热搜榜。 建议虽未落地，但关注五一小长假旅游的人已经发现，已有多个地方推出大手笔消费券揽客。 不仅减免门票、增加文旅节目成为基本操作，各类消费券金额也一地更比一地高。如青海、河南、四川三 省的文旅消费券分别达到3000万元、5000万元和6800万元。 扩内需、提振服务消费的背景之下，各地揽客举措有 ...

Core Viewpoint - The article discusses the implications of the recent tariff increases announced by the Trump administration, particularly focusing on the impact on U.S. imports from China and the potential for new trade routes through third-party countries [5][10][12]. Group 1: Tariff Impacts - The U.S. announced a 145% tariff on Chinese goods, which is expected to lead to a significant increase in prices for imported goods and a reduction in the volume of imports [5][6]. - The CEO of the Port of Long Beach predicts a 44% decrease in the number of ships arriving in the week of May 4-10 compared to the previous year, indicating a substantial drop in import volumes [7]. - The U.S. is likely to enter a phase of inventory depletion due to reduced imports, which could lead to rising prices and job losses in the logistics sector [9]. Group 2: Trade Opportunities - The article suggests that a new trade route involving China, third-party countries, and the U.S. will emerge, creating significant opportunities for global traders [12][14]. - The 137th Canton Fair saw a notable increase in foreign buyers, with participation from 224,372 overseas purchasers, a 20.2% increase from the previous year, indicating heightened interest in Chinese goods [15][17]. - The article posits that global traders are recognizing the potential for profit through intermediary trade routes as U.S.-China direct trade diminishes [19]. Group 3: Regional Trade Shifts - Vietnam and Mexico are highlighted as beneficiaries of the trade war, with exports to the U.S. from Vietnam projected to nearly double from $83.9 billion in 2018 to $161.9 billion in 2024, a 92.9% increase [27]. - Exports from China to Mexico are expected to grow from $44.0 billion in 2018 to $90.2 billion in 2024, reflecting a 105% increase [28]. - Taiwan is also expected to benefit, with exports from China projected to rise from $48.6 billion in 2018 to $75.2 billion in 2024, a 54.6% increase [29]. Group 4: Global Trade Dynamics - The article emphasizes that the global trade network is vast, and even with reduced direct trade between the U.S. and China, trade will continue through third-party channels [37][38]. - The U.S. faces challenges in imposing tariffs on other countries, as many nations are economically strained and may not easily concede to U.S. demands [31]. - The article argues that the U.S. lacks a coherent long-term strategy for revitalizing its manufacturing sector, which complicates its ability to compete globally [39][43].

Core Viewpoint - The article discusses the rising mental health issues among the younger generation, particularly the "Z generation" (born between 1995-2012), attributing these problems to the digital transformation of childhood, primarily due to the prevalence of smartphones and social media [6][7][11]. Group 1: Digital Transformation and Mental Health - The shift from outdoor play and face-to-face social interactions to screen time and online socializing is described as a transition from a "playful childhood" to a "screen childhood" [10]. - Research indicates a significant increase in depression, anxiety, and suicidal thoughts among teenagers since 2010, correlating with increased social media usage [10][12]. - A bold hypothesis is proposed that the mental health crisis among teenagers is highly related to the proliferation of smartphones and social media [11]. Group 2: Supporting Research and Findings - Internal research from META (Instagram's parent company) found that one-third of teenage girls felt worse about their body image due to Instagram [12]. - A UCLA study showed that teenagers' brains reacted similarly to receiving likes on social media as they would to monetary rewards, indicating a dependency on external validation [12][13]. - Social media mechanisms, such as "likes," are said to weaken self-regulation and increase anxiety and social pressure among youth [13]. Group 3: Broader Context of Anxiety - The book introduces the concept of "digital reconstruction of childhood," linking the rise of internet and smartphone usage to deteriorating mental health among teenagers, but emphasizes that correlation does not imply causation [15]. - The Z generation is noted as one of the biggest beneficiaries of information technology, with 81% of teens believing social media helps them stay connected with friends [16]. - Factors such as economic pressure, educational competition, and changes in family structure are highlighted as significant contributors to the rising mental health issues among the Z generation [17][18]. Group 4: Historical Perspective on Anxiety - The article compares the anxiety levels of different generations, noting that the 80s generation has a higher anxiety index than the 00s generation, with sources of anxiety including housing loans, children's education, and workplace pressure [23]. - Each generation faces unique societal pressures, with the 80s generation experiencing significant societal changes and challenges during their formative years [22][23].

Core Viewpoint - The article discusses allegations of manipulation in the LMArena ranking system for AI models, suggesting that major companies are gaming the system to inflate their scores and undermine competition [2][11][19]. Group 1: Allegations of Cheating - Researchers from various institutions have published a paper accusing AI companies of exploiting LMArena to boost their rankings by selectively testing models and withdrawing low-scoring ones [11][12][15]. - The paper analyzed 2.8 million battles across 238 models from 43 providers, revealing that a few companies implemented policies that led to overfitting specific metrics rather than genuine AI advancements [12][19]. - Meta reportedly tested 27 variants of its Llama 4 model privately before its public release, raising concerns about unfair advantages [19][20]. Group 2: Data Access Inequality - The study found that closed-source commercial models (like those from Google and OpenAI) participated more frequently in LMArena compared to open-source models, leading to a long-term data access inequality [23][30]. - Approximately 61.3% of all data in LMArena is directed towards specific model providers, with Google and OpenAI models accounting for about 19.2% and 20.4% of all user battle data, respectively [26][30]. - The limited access to data for open-source models could potentially lead to a relative performance improvement of up to 112% if they had access to more data [31][32]. Group 3: Official Response - LMArena quickly responded to the allegations, claiming that the research contained numerous factual inaccuracies and misleading statements [36][40]. - They emphasized that they have always aimed to treat all model providers fairly and that the number of tests submitted is at the discretion of the providers [40][41]. - LMArena's policies regarding model testing and ranking have been publicly available for over a year, countering claims of secrecy [40][41]. Group 4: Future of Rankings - Andrej Karpathy, a prominent figure in AI, expressed concerns that the focus on LMArena scores has led to models that excel in ranking rather than overall quality [42][43]. - He suggested OpenRouterAI as a potential new ranking platform that could be less susceptible to manipulation [44][49]. - The original intent of LMArena, created by students from various universities, has been overshadowed by corporate interests and the influx of major tech companies [51][56].

Core Viewpoint - The article discusses the recent developments and market positioning of Hunan Mingming Hen Mang Commercial Chain Co., Ltd. (referred to as "Mingming Hen Mang") as it applies for an IPO, highlighting the integration trend in the snack retail industry and the potential for growth in lower-tier markets [5][10]. Group 1: Company Overview - Mingming Hen Mang was established through the merger of "Snacks Hen Mang" and "Zhao Yiming Snacks" in 2023, and it aims to validate the effectiveness of the integration strategy in the snack retail sector [5]. - As of December 31, 2024, Mingming Hen Mang operates 14,394 stores across 28 provinces, with approximately 58% located in county towns and rural areas [6]. - The number of franchisees increased from 994 in 2022 to 3,377 in 2023, and further to 7,241 in 2024, indicating rapid expansion [6]. Group 2: Market Strategy - The company is focusing on a "high quality-price ratio + high frequency of new products" strategy, with 3,380 SKUs in stock by the end of 2024, 25% of which are customized products [7]. - Mingming Hen Mang plans to launch a dual-brand 3.0 store model in 2025, expanding its product offerings to include diverse categories such as daily necessities and fresh food [7]. - The revenue model is primarily based on product sales to franchise and direct-operated stores, with franchise fees accounting for less than 0.5% of total revenue in 2024 [7]. Group 3: Operational Efficiency - The company has established a database of over 10,000 site locations to assist franchisees in achieving profitability and has implemented a standardized operational management system [8]. - Mingming Hen Mang is enhancing its digital capabilities across the supply chain, including a digital ordering system and warehouse management, to improve operational efficiency [8]. Group 4: Industry Context - The Chinese snack retail market reached a size of 3.7 trillion yuan in 2024, projected to grow to 4.9 trillion yuan by 2029, with a significant shift towards specialty store channels [9]. - The competitive landscape is intensifying, with both traditional and emerging snack brands entering the market, necessitating continuous innovation and responsiveness to consumer preferences [9]. - Consumers are increasingly seeking healthier and personalized snack options, which requires Mingming Hen Mang to invest in research and development to meet evolving demands [9].

Core Viewpoint - The article discusses the emergence of a new narrative among the youth that revolves around the theme of "defeating capitalists," reflecting a broader societal sentiment against economic oppression and the desire for empowerment through unconventional means [6][30]. Group 1: Urban Myths and Cultural Narratives - The narrative of "defeating capitalists" is presented as a modern urban myth, echoing the theme of "Revenge of the Humiliated," which is a common trope in various cultures [25][29]. - The article highlights the popularity of certain martial arts, such as "Mantis Fist" and "Frog Skill," as symbols of grassroots resistance against perceived economic injustices [22][19]. Group 2: Characteristics of the New Content - The content produced by the youth often features a structure that includes elements of youthfulness, transparency, disdain, martial arts, and war narratives, creating a fantasy of empowerment [12][30]. - The portrayal of characters in these narratives often emphasizes their struggles and the absurdity of their situations, reinforcing the theme of resilience against societal pressures [14][22]. Group 3: Societal Reflections - The article notes that the rise of this narrative reflects a shift in workplace attitudes from a "Buddhist" mindset to one of active resistance, albeit in a performative manner [30][31]. - It suggests that while these narratives resonate with the frustrations of the youth, they may ultimately serve as a form of escapism rather than a genuine call to action [30][39].

以下文章来源于城市研究室 ，作者王药师 城市研究室 . 本文来自微信公众号： 城市研究室 ，作者：王药师，题图来源：AI生成 近期，中日友好医院肖飞医生的绯闻事件在网络上掀起轩然大波。 这本是一起婚内出轨的私人道德事件，却因涉事的董小姐的"4+4"医学博士背景被推上舆论的风口浪尖。 这位哥伦比亚大学经济学本科生，通过协和医学院"4+4"临床医学试点班，仅用四年便成为了医生博士，当上了临床医生。 这不禁令人担忧，这种"4+4"培养模式出来的医生，你敢找他 （她） 看病么？ 什么是"4+4"医学培养模式？ 近年来，国内部分高校开始实施"4+4"医学生培养模式， 即学生先完成4年非医学专业本科，再接受4年医学教育，最终通过规培再成为执业医生。 可根据我国传统的医学生培养模式，基本都需要攻读临床五年制 （本科） 、临床"5+3"一体化 （本硕连读） 或者临床八年制 （本博连读） ，方有资 格参加执业医师考试，并最终站上手术台。 "4+4"模式最初于2002年出现在上海交通大学医学院，虽然期间曾将招生范围拓展至文科生，但主要招生对象仍以理工科背景学生为主。 发现城市价值。 时至今日，实施该模式的院校包括上海交通大学医学 ...