以下文章来源于那个NG ，作者黄瓜汽水 那个NG . 用关注决定视界｜复杂世界的策展人 出品 | 虎嗅青年文化组 作者 | 黄瓜汽水 编辑、题图 | 渣渣郡 本文首发于虎嗅年轻内容公众号"那個NG"（ID：huxiu4youth）。在这里，我们呈现当下年轻人的面貌、故事和态度。 当人们为了南京红老头房间里的半桶油玩梗狂欢的时候，大连某高校的女大学生，因为和外国电竞选手发生性关系，被校方以"有损校誉国 格"为由开除学籍。 两件新闻接力发生，堪称性别纷争的年度魔幻时刻。 红爷、红叔、红老头——自称阿红的异装癖男子焦某的视频，可能是继陈姓艺人修电脑之后，中文互联网最大规模的性爱视频泄露事件。 我们从未如此真切地感受到什么叫做"科技平权"：这次终于轮到男人担惊受怕了。 大家从来没想过，男性群体有一天也会品尝到被"荡夫羞辱"的滋味。 金陵男子图鉴、新红字典、红学家、红登区、老红书严选、红房客。 今年的终极悬疑片，就叫《我好像在哪见过你》。 最有名的一位，是其中为数不多对老红叔的性别产生质疑，经过一段复杂的心理斗争之后，最终选择"来都来了"的络腮胡肌肉男。 他的困惑表情被做成了本年度最佳质疑表情包，甚至还有情侣头像大放送 ...

Core Viewpoint - The competition in the instant retail sector is intensifying, with major players like Taobao Flash Sale, Meituan, and JD.com rapidly increasing their daily order volumes, indicating a shift in consumer behavior towards "instant gratification" and "on-demand" shopping experiences [1][2][10]. Group 1: Market Dynamics - Taobao Flash Sale and Ele.me reported daily orders exceeding 80 million, a significant increase in response to Meituan's reported daily orders of 150 million [1][3]. - The competition is no longer limited to traditional meal delivery but has expanded to include a variety of products, indicating a broader market for instant retail [1][4]. - The rise of instant retail is reshaping consumer decision-making, moving from planned purchases to spontaneous, low-barrier buying decisions [2][11]. Group 2: Competitive Strategies - Different platforms are adopting varied strategies; JD.com focuses on quality and brand partnerships, while Taobao Flash Sale integrates with Alibaba's broader ecosystem for rapid growth [7][9]. - Meituan's strategy relies heavily on aggressive discounting and promotional offers, including zero-cost orders, to drive order volume [7][8]. - Taobao Flash Sale emphasizes a category-driven approach, leveraging existing consumer habits to accelerate the shift towards instant consumption [9][12]. Group 3: Supply Chain and Fulfillment - The competition is not just about order volume but also about building efficient supply chains and fulfillment systems to meet the demands of instant retail [4][15]. - Meituan has the largest delivery network, with 7.45 million registered couriers, ensuring a competitive edge in delivery speed and reliability [13][14]. - Taobao Flash Sale is restructuring its delivery paths to enhance efficiency, focusing on higher-value non-food items and optimizing rider incentives [14][15]. Group 4: Consumer Behavior and Merchant Impact - Instant retail is changing consumer habits, creating a new norm of "no-preference, spontaneous purchasing" that is difficult to reverse [11][12]. - The influx of subsidies and promotional strategies is altering the merchant landscape, with a notable increase in new merchants joining platforms like Taobao Flash Sale [12][13]. - The impact of price wars is particularly challenging for food service merchants, leading to concerns about profitability amidst rising order volumes [13][15].

Core Viewpoint - Jiangsu Province is recognized as a strong economic region with a balanced development across its cities, yet it also has relatively underdeveloped areas like Guanyun County, which has become an unexpected leader in the niche market of lingerie production, specifically in the adult segment [3][9][17]. Group 1: Economic Overview - Jiangsu has 13 cities ranked among the "Top 100 Cities" in China, with a significant presence in the "Top 100 Counties" list, where it occupies nearly a quarter of the spots [3][4]. - Guanyun County, part of Lianyungang City, consistently ranks at the bottom in GDP among Jiangsu's cities, highlighting the disparity within the province [4][9]. Group 2: Industry Development - Guanyun County produces 60-70% of China's adult lingerie, with over 1,000 factories dedicated to this industry, and more than 80% of production is for export [9][17]. - The annual sales revenue of Guanyun's lingerie industry has reached nearly 8 billion yuan, showcasing its significant economic impact despite its rural background [17]. Group 3: Market Dynamics - The local industry has benefited from changing perceptions among the younger generation, leading to increased demand and acceptance of adult lingerie [18][32]. - The U.S. market has been a target for Guanyun's lingerie exports, with a notable increase in shipments due to favorable tax policies, although recent trade tensions have introduced new challenges [21][26]. Group 4: Government Support and Future Trends - The local government has recognized the lingerie industry as a legitimate sector, implementing development plans to support its growth, including the establishment of an "Intimate Apparel Town" [29][31]. - There is a trend towards "de-sexualization" of lingerie, with products being marketed as fashionable clothing rather than solely adult items, reflecting a broader cultural shift [28][32].

Core Viewpoint - The article discusses the launch of Comet, an AI Agent browser developed by Perplexity, which aims to redefine the browsing experience by integrating AI capabilities to enhance information understanding and utilization rather than just access [3][4][6]. Group 1: Comet's Features and Innovations - Comet is designed to address the challenge of understanding and utilizing information, transforming traditional browsing into a more intelligent and integrated experience [6][10]. - The browser features a Comet Assistant that combines contextual awareness and action execution, allowing users to interact with multiple web pages seamlessly [9][14]. - Users can issue complex commands to the Comet Assistant, which can read and synthesize information from various sources, creating structured reports and filling documents automatically [15][22]. Group 2: Strategic Positioning and Market Challenges - Comet represents a radical shift in browser design, positioning itself as an "environment reconstruction" tool rather than just an enhanced browser, aiming to create a continuous, intelligent interaction space [25][31]. - The pricing strategy for Comet, requiring a $200 monthly subscription, has sparked controversy and disappointment among existing users, potentially limiting its initial user base [26][28]. - The article highlights the challenge of user adaptation, as the innovative features of Comet may require users to learn a new way of interacting with the browser, which could hinder widespread adoption [30][31]. Group 3: Future Implications - Comet's development is seen as a bold step towards redefining the relationship between users and information, suggesting a future where browsers serve as intelligent partners rather than mere tools [31][32]. - The success of Comet will depend not only on Perplexity's technological advancements but also on users' willingness to embrace this new browsing paradigm [31].

Core Viewpoint - The article discusses the evolution of TikTok's editing tools, particularly the Editor Pro, and how AI is reshaping content creation and user experience on the platform [3][4][5]. Group 1: Development of TikTok Editing Tools - TikTok's Editor Pro has become one of the most comprehensive in-app video editing tools globally, evolving from a simple interface to a robust multi-track editor [6][19]. - The initial challenges included skepticism about the necessity of developing editing tools given existing competitors like Capcut, but the strategic decision to build a dedicated tool for TikTok creators proved beneficial [9][19]. - The introduction of the "Magic" feature marked a significant turning point, transforming user engagement and reversing initial negative metrics [13][14][15]. Group 2: Stages of Editor Pro Evolution - The development of Editor Pro can be categorized into four stages, focusing on integrating core editing capabilities, launching with minimal resources, iterating user experience, and building an AI tool matrix [20][21]. - The tool's evolution included enhancing user experience through features like multi-track editing, improved visual quality, and the introduction of AIGC (AI-Generated Content) functionalities [21][22]. Group 3: Future of Content Creation Tools - The future of content creation is expected to be characterized by democratized access, where AI lowers the barriers for ordinary users to create high-quality content [33][34]. - AI will serve as an invisible assistant in the content creation process, streamlining tasks and allowing users to focus on creativity rather than technical details [37][38]. - The personalization of content creation will become more pronounced, with AI analyzing user data to provide tailored suggestions, enhancing individual expression [39][40]. Group 4: Insights and Reflections - The article emphasizes the importance of micro-innovations in user experience, highlighting how small changes can significantly impact user engagement and retention [28][29]. - The author reflects on the journey at ByteDance, expressing gratitude for the learning experiences and the potential for future innovations in AI and content generation [45][46].

Core Viewpoint - The collaboration between Rod Dixon and Saucony emphasizes a new perspective on victory, focusing on the wisdom of pacing and endurance rather than just speed [3][12]. Group 1: Brand Philosophy and Strategy - Saucony's philosophy is centered around the idea of "Elite poise," which combines professional performance with a calm mindset, redefining victory as a journey rather than a destination [16]. - The brand aims to resonate with elite professionals by promoting a lifestyle that values stability and long-term progress over immediate results [24][27]. - The concept of "Negative Split" is not only applicable in running but also in business strategy, where a slower buildup can lead to greater success [18]. Group 2: Market Position and Growth - The running shoe market in China has seen significant growth, with over 300 million participants in road running and a market size reaching 92 billion yuan, growing at a compound rate of 13% [13][24]. - Saucony has achieved a remarkable compound annual growth rate of 106% since re-establishing its direct sales in China, with projected sales exceeding 1 billion yuan in 2024 [24]. - The brand's direct-to-consumer (DTC) model has allowed for faster product iterations and a closer alignment with consumer needs, enhancing its competitive edge [24]. Group 3: Product Innovation - The latest Saucony flagship shoe features PWRRUN PB foam, making it the lightest in its series, with a 10% increase in midsole width for improved cushioning [19][20]. - Third-party lab tests indicate that the new flagship shoe has a 3-5% lower average energy consumption compared to competitors, emphasizing a focus on stable performance rather than just speed [22]. - The brand's commitment to sustainability is evident through initiatives like the Run for Good fund, which incorporates recyclable materials into its products [27]. Group 4: Cultural Impact and Community Engagement - Saucony's history and evolution from providing work boots to becoming a symbol of elite running culture reflect its deep-rooted connection to the running community [26][27]. - The brand's narrative has shifted from merely being a performance gear provider to becoming a cultural symbol that resonates with the lifestyle of modern professionals [27]. - The emphasis on a balanced approach to running, where the process is valued as much as the outcome, aligns with the growing consumer demand for a more sustainable and thoughtful approach to success [28].

Core Viewpoint - The article expresses a pessimistic outlook on the future of the global economy, highlighting issues such as wealth disparity and the reliance on technology companies to solve fundamental problems [3][4][5]. Group 1: Palantir Technologies - Palantir's stock price surged from $12.45 in 2024 to $140 in June 2025, indicating a significant increase in market value [11]. - The company's high valuation metrics include a TTM of 587, PB of 61.82, and PS of 107, suggesting an inflated market perception [14]. - Palantir's success is attributed to its deep integration into the U.S. military and political landscape, positioning it as a leader in military AI [18]. - The company has played a crucial role in military operations, including aiding the U.S. military in locating Osama bin Laden and supporting Ukraine in the ongoing conflict with Russia [19][20]. - Palantir has secured substantial government contracts, including a $1 billion deal with the Department of Homeland Security, which has implications for immigration enforcement [25][28]. - The company aims to expand its influence in Europe and the Middle East, potentially establishing a broader surveillance network [29]. Group 2: MP Materials Corp - MP Materials Corp's stock has also seen significant gains, driven by the strategic importance of rare earth materials amid U.S.-China trade tensions [35]. - The U.S. Department of Defense has invested $400 million in MP Materials, becoming its largest shareholder, which underscores the company's role in achieving rare earth independence [37]. - The agreement includes a guaranteed minimum price of $110 per kilogram for neodymium-praseodymium oxide, significantly higher than the current market price in China [38]. - MP Materials is expected to receive an additional $150 million loan from the Department of Defense to enhance its rare earth separation capabilities [40]. - The U.S. military's support for MP Materials aims to decouple its supply chain from China, particularly for critical military applications [44]. Group 3: Broader Economic Trends - The article discusses a trend of increasing government involvement in key industries, suggesting a shift towards nationalization in response to geopolitical pressures [48]. - It highlights a growing disconnect between advanced technology and practical applications in disaster response and public safety, reflecting a broader societal issue [54]. - The article concludes that wealth creation and distribution are both essential for sustainable economic growth, emphasizing the need for a balanced approach to economic policy [55].

Core Viewpoint - The article discusses the transformative impact of AI on programming, suggesting that traditional coding roles may diminish as AI takes over code generation, leading to a shift in the role of programmers from code writers to problem solvers and system designers [3][28][32]. Group 1: AI Programming Trends - AI programming is identified as one of the most disruptive fields within large models, with predictions that AI will write 90% of code within 3 to 6 months and potentially 99% by the end of 2025 [5][6]. - The employment rate for computer programmers in the U.S. has dropped to its lowest level since 1980, indicating a significant reduction in job opportunities in this field [6]. - Major companies like Microsoft and Meta report that a substantial portion of their code is now generated by AI, with Microsoft stating that 30% of its code is AI-written and Meta expecting to reach 50% soon [8]. Group 2: Market Potential and Players - The global AI coding market is projected to exceed $20 billion in eight years, with significant potential in the Chinese market, where over 38,000 software and IT companies generated a total software revenue of 12.3 trillion yuan [10]. - Notable players in the AI programming space include Cursor, GitHub Copilot, and Tencent Cloud Code Assistant, with Cursor recently raising $900 million and achieving a valuation of $9 billion [12]. Group 3: Evolution of Programming Roles - The role of programmers is evolving from manual coding to overseeing AI-driven processes, with a focus on task allocation and code review rather than writing code [16][28]. - The emergence of "vibe coding" allows users to generate code through natural language prompts, reducing the need for extensive programming knowledge [13]. Group 4: Future of Programming - The article posits that while traditional programming roles may decline, the demand for skilled problem solvers who can define and optimize systems will increase, leading to a new era where "everyone can be a programmer" [28][32]. - The democratization of programming will enable individuals to create customized software solutions based on their needs, facilitated by AI tools that simplify the coding process [29][32].

Group 1 - Hubei Province extends marriage leave to 15 days for employees who legally register their marriage [2] - Jiangxi Province announces subsidies for children under 3 years old born in accordance with laws and regulations, effective from January 1, 2025 [6] - The average price of watermelon in South Korea approaches 30,000 KRW (approximately 156 RMB), with a weekly price increase of 22.5% [7] Group 2 - Star Interactive Entertainment Co., Ltd. plans to sell 99.66% of its stake in the Spanish football club RCD Espanyol for 130 million euros, with 65 million euros paid in cash and 65 million euros in shares [17] - Elon Musk's xAI requires employees to install monitoring software on personal computers, raising privacy concerns [15][16] - Harvard University warns of nearly 1 billion USD annual cost increase due to federal measures, leading to budget cuts and hiring freezes [21][22]

Core Viewpoint - The sudden closure of the Hong Kong chain restaurant giant Jing Le Group reflects a broader trend of restaurant closures in the region, with over 20 chain brands shutting down in the past six months, including long-established establishments [3][4]. Group 1: Closure Trend - A wave of restaurant closures is sweeping through Hong Kong, with notable brands like "Sea Emperor Congee" and "Golden Milk Pudding" announcing their shutdowns due to deteriorating operating conditions and financial crises [4][5][6]. - International brands are also exiting the market, such as the Thai dessert brand After You Dessert Café and the Japanese ramen brand "Kintan," which closed their last locations in Hong Kong [8][10]. - The survival challenges are particularly acute for small and medium-sized restaurants, with many reporting rapid closures due to poor business conditions [11][12]. Group 2: Causes of Closure - High rental costs are a significant challenge for restaurant operators in Hong Kong, with many citing rent increases as a primary reason for their closures [14][15]. - Changes in consumer behavior, including a trend of Hong Kong residents shopping and dining in mainland China, have negatively impacted local restaurant revenues. For instance, the number of Hong Kong residents traveling to mainland China surged by over 50% compared to 2023 [18][19]. - The average spending of visitors to Hong Kong has decreased, with overall tourist spending dropping by 20% from the previous year, further squeezing the local dining market [19][20]. Group 3: Market Dynamics - The Hong Kong restaurant market is experiencing an oversupply, with the number of restaurants remaining stable compared to 2023 but exceeding pre-pandemic levels by 11% [22][26]. - This oversupply, combined with declining demand due to consumer spending shifts, has led to intensified competition and a wave of closures [27][28]. - Experts predict that up to 2,000 more restaurants may need to close to realign with the market conditions that existed before the pandemic, indicating a necessary market correction process [28].