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对话周其仁:AI替代不了“你真正的喜欢”
虎嗅APP· 2026-01-06 09:13
以下文章来源于中国企业家杂志 ,作者梁宵 中国企业家杂志 . 讲好企业家故事,弘扬企业家精神 本文来自微信公众号: 中国企业家杂志 ,编辑:米娜,作者:梁宵 企业家问路在哪里?他只会给出三个字——"看着办"。 即便没有亲身感受过北京大学国家发展研究院教授(以下简称"北大国发院")周其仁的课堂,在两个 小时的采访中也不难发现,这位以犀利、敢言风格著称的经济学家,在研究、治学中特有的敏锐,以 及风趣: 从他的口中,不会听到艰深晦涩的概念和理论,都是具体而微的企业实践;对于"泛泛的宏观"、貌似 普遍的提法,他总是很警惕,"人云亦云一番,毫无意义";他还经常"反客为主",从受访者转变为提 问者,一个追问接着一个,直到答案已在来来回回间跃然而出;最好,对方意见相左,比起自说自 话,他显然更喜欢在"观点的自由市场"中辩出一个所以然——"来,斗。"他甚至鼓励争论继续。 据说很多学生毕业后还很怀念"周老师的午餐"——每周六中午课后,周其仁会邀请一些善于提问的学 生边吃边聊,可以想象得到,那是怎样一场高能的"头脑风暴"。 同是北大国发院经济学教授的汪丁丁对其尤为赞佩,"他的洞察力跟别人很不一样,他能够把细节抓 住,而且他抓住细 ...
霸王茶姬“擦边毒品”是暴论,但奶茶越泡越浓是真的?
虎嗅APP· 2026-01-05 23:57
以下文章来源于Vista氢商业 ,作者贾小乐 Vista氢商业 . 关心都市白领的消费生活 提供易懂有趣的品牌报道 本文来自微信公众号: Vista氢商业 ,作者:贾小乐,编辑:卢力麟,原文标题:《霸王茶姬"擦边 毒品"是暴论,但把茶越泡越浓的奶茶确实正在让更多打工人心悸失眠?》,题图来自:AI生成 霸王茶姬或许没有预料到,自己有一天会被与毒品联系起来。 上个月,知乎上一位20万粉丝的博主"睡前消息"发文质疑霸王茶姬新品奶茶的咖啡因含量过高,并 指控"高浓度咖啡因蹭准毒品擦边球"、"奶茶里添加高咖啡因是为了让人上瘾"。 虽然如今"耸人听闻"的消息已经司空见惯,但"耸人听闻到闻所未闻"的结论,还是在庞大的奶茶消费 群里引起了恐慌。关于"奶茶咖啡因"的猜测逐渐变得离奇,连上海禁毒办都不得不站出来辟谣, 茶 叶里天然含有咖啡因,和提纯后的"毒品"完全是两回事,霸王茶姬的咖啡因含量也完全在合格范围 内。 总结起来,"奶茶不是健康饮品,但罪不至此"。 不过,有关霸王茶姬高咖啡因的争议近两年一直没停,"下午三点万里木兰,凌晨三点替父从军"。不 仅是霸王茶姬,"喝完睡不着"的问题在喜茶、一点点等连锁奶茶里也变得越来越普遍。 ...
早报|胖东来就“茶叶有苍蝇”致歉;马杜罗在美首次出庭拒认罪;豆包否认AI眼镜将出货传闻;官方通报新生儿被剪断手指
虎嗅APP· 2026-01-05 23:57
Group 1 - Doubao AI glasses are not set to be released as previously rumored, according to a company representative [1] - Maduro of Venezuela denies charges from the US during a court appearance, asserting his position as president [2] - The UN Security Council held an emergency meeting regarding the situation in Venezuela, expressing concerns over US military actions [5] Group 2 - Nanjing aims to attract over 300,000 young talents annually through new talent policies, including financial incentives for graduates [13][14] - The Zhengzhou Porsche Center has ceased operations due to the termination of its authorization agreement, affecting vehicle registration for some customers [16] - Tencent addressed an incident where its AI model produced inappropriate responses, confirming it was an output error and not human intervention [17][18] Group 3 - Gree Electric stated it will not raise prices for household air conditioners and has no plans to switch to aluminum instead of copper [21] - Romaishi announced a restructuring plan while continuing to operate customer service during a prolonged shutdown [22] - Xiaomi's CEO discussed the safety design of their vehicles, specifically the "wheel detachment" safety feature [23][24] Group 4 - Gold prices surged due to geopolitical events, prompting a price increase for certain gold jewelry by Chow Sang Sang [27][28] - The 2025 Hydrogen and Fuel Cell Industry Conference is set to take place, impacting the fuel cell sector [29] - Nvidia's CEO highlighted the upcoming significance of "Physical AI" in driving industrial advancements [30][31][32]
2026年,最容易赚钱的两条方向
虎嗅APP· 2026-01-05 23:57
Core Viewpoint - The article emphasizes the potential for significant investment opportunities in the commodities sector, particularly in metals like gold, silver, and copper, as they are expected to perform well in 2025 due to various economic factors and geopolitical uncertainties [5][6]. Group 1: A-shares Market - The A-share market is projected to experience a slow bull market in 2025, with the Shanghai Composite Index rising by 18.41% and the ChiNext Index increasing by 49.57% [7]. - The bull market is supported by stable policy and improving macroeconomic conditions, particularly a phase of easing in China-U.S. relations [8][9]. - The market is expected to continue its structural bull market into 2026, characterized by selective sector performance rather than broad-based gains [10][11]. Group 2: Hong Kong Stock Market - The Hong Kong stock market is anticipated to show a mixed performance, with strong IPO activity in 2025 leading to liquidity constraints [18][19]. - The Hang Seng Index's earnings per share (EPS) forecasts have been downgraded to a range of -1.4% to -2.7%, reflecting weak fundamentals [19][20]. - The market's recovery is closely tied to the improvement of the mainland Chinese economy, which significantly influences Hong Kong's market dynamics [20]. Group 3: U.S. Stock Market - The U.S. stock market faces risks from high valuations and potential corrections if growth expectations are adjusted downward [22][23]. - Despite concerns about a tech bubble, the underlying technological advancements are seen as a long-term positive for the market [22]. - Key risks include the potential for high inflation leading to "stagflation" and the effectiveness of the Federal Reserve's monetary policy in stimulating the economy [23][24]. Group 4: Gold Market - Gold prices have surged, with COMEX gold rising approximately 64% in 2025, driven by central bank demand and geopolitical tensions [26][27]. - The shift in market sentiment towards safety and the changing macroeconomic environment are expected to sustain gold's attractiveness as an investment [27][28]. - The article notes that while gold's price growth may not be as rapid as in 2025, the long-term outlook remains positive due to increasing inflation and fiscal challenges [28][29]. Group 5: Bond Market - The bond market is currently facing challenges, with the 10-year Treasury bond ETF showing minimal growth in 2025 [32][34]. - The mismatch between market expectations and actual monetary policy actions has led to a decline in bond prices despite a generally favorable interest rate environment [34][35]. - Short-term bonds are recommended for risk-averse investors, while longer-duration bonds may be more suitable for those willing to engage in market timing [37][38].
“两年工龄,一身工伤”,大厂人终于敢把公司送上法庭
虎嗅APP· 2026-01-05 13:28
Core Viewpoint - The article discusses the mental health challenges faced by employees in the internet industry, highlighting the phenomenon of "Big Factory Disease," which refers to the psychological strain caused by high work intensity, competitive environments, and a lack of meaningful engagement in work [9][10][26]. Group 1: Employee Mental Health Issues - A survey conducted by the Shanghai Mental Health Center found that about 70% of respondents experienced mental health issues due to workplace problems, particularly in the internet sector [9]. - Employees in major internet companies face compounded stress from intense internal competition, performance sensitivity, and fears of being replaced, leading to survival anxiety [9][10]. - The term "Big Factory Disease" has emerged to describe the state of exhaustion and disconnection experienced by employees due to high workloads and impersonal management practices [9][10]. Group 2: Individual Experiences - Wu Qifan, a former employee of a leading internet company, was diagnosed with moderate depression after experiencing significant workplace changes and personal loss, including the death of his father [11][15][16]. - Another individual, Qin Qing, reported a decline in her mental health after entering the fast-paced environment of a major internet company, leading to a breakdown of personal relationships and a diagnosis of severe depression and anxiety [25][26]. - Huang Yushan, who worked in commercial analysis, experienced a gradual decline in her mental state due to unclear job expectations and constant pressure, ultimately leading to a mental health diagnosis [28]. Group 3: Legal and Systemic Challenges - Wu Qifan's legal battle against his former employer highlights the difficulties in recognizing mental health conditions as "special diseases" under labor laws, which affects employees' rights and protections [34][35]. - The article notes that many employees face stigma and fear regarding mental health diagnoses, which can lead to negative repercussions in their careers [33][34]. - Legal experts suggest that the current legal framework is inadequate for addressing the complexities of mental health issues in the workplace, often requiring clearer causal links between work stress and mental health conditions [36][37]. Group 4: Company Responses and Support Systems - Many internet companies are beginning to implement Employee Assistance Programs (EAP) that provide psychological support, crisis intervention, and mental health resources to employees [41]. - Despite these initiatives, there is a concern that the focus on quickly restoring employees to productivity may overlook the deeper issues of mental health and well-being [43]. - The transition towards mandatory mental health protections in the workplace is underway, with recent policy changes indicating a shift towards recognizing occupational mental health issues [44].
回望新消费:风停了,猪会摔下来
虎嗅APP· 2026-01-05 13:28
Core Viewpoint - The article discusses the dramatic shift in the new consumption sector from a period of rapid growth and high valuations to a phase of significant decline and business failures, emphasizing that while some brands thrived, many others collapsed under unsustainable business models and market conditions [5][24]. Group 1: Market Trends and Brand Performance - In 2021, the new consumption sector experienced a frenzy with 842 financing events totaling over 900 billion yuan, leading to inflated valuations for brands with minimal sales [11]. - By 2025, many once-prominent brands like墨茉点心局 and 钟薛高 faced severe operational challenges, with墨茉点心局 reducing its stores from a nationwide presence to just 29, primarily in its home city of Changsha [6][8]. - The consumer market in 2025 is undergoing a harsh selection process, with a significant number of previously sought-after unicorns facing closure and valuation drops [8]. Group 2: Reasons for Business Failures - The rapid decline of brands can be attributed to several factors: high operational costs, severe product homogeneity, and a faster-than-expected consumer downgrade [19]. - The cost of maintaining storefronts in high-rent areas is unsustainable for low-margin products like 30 yuan noodles, leading to financial strain [19]. - The oversaturation of similar products in the market has made it difficult for brands to differentiate themselves, resulting in a loss of consumer interest [19]. Group 3: Survivors and Their Strategies - Brands like 蜜雪冰城 have emerged as winners by maintaining a cautious approach to capital and focusing on sustainable business practices, such as building their supply chains [21][23]. - Traditional brands like 泸溪河 have also thrived, with over 600 stores nationwide, demonstrating resilience against the backdrop of newer, capital-driven brands [21]. - The article highlights a shift in consumer behavior, where repeat purchases are essential for business sustainability, contrasting with brands that relied heavily on initial consumer interest without fostering loyalty [23][24].
委内瑞拉=几个大庆?答案是三位数
虎嗅APP· 2026-01-05 13:28
以下文章来源于地球知识局 ,作者地球知识局 地球知识局 . 委内瑞拉相当于2个伊拉克、4个俄罗斯、4个美国、以及11个中国。 如果拿我们的头牌大庆油田来比一比,目前大庆的可采储量大约是30亿桶。那么一个委内瑞拉,就相当于101个大庆。 本文来自微信公众号: 地球知识局 ,作者:地球知识局 可能95%的人都不知道,世界上石油最多的国家,不是沙特,不是伊朗,更不是俄罗斯,而是——委内瑞拉。 人文+地理+设计,全球视野新三观。 合作请联系:xiaobaibai_9999(注明品牌和需求) 特朗普在三个半小时内抓到马杜罗后,随即宣布:美资要全面接管委内瑞拉的石油资源。 要的不单是"人" 埃克森美孚、雪佛龙的股价应声上涨。此前,巴菲特已经连续加仓美国能源股,简直就是"未卜先知"。 委内瑞拉这块肥肉,终究还是被端上餐桌了。所以——委内瑞拉,到底有多少石油? 这是世界石油探明储量前十强: 石油这东西并不是"越稠越有营养"。如果说美国、中东的轻质原油,是全球原油定价体系里的摇钱树,那么委国的重油、超重油,就是纯纯 的垃圾油。 其实大庆以前也是个巨无霸,但是咱们一直挖呀挖,已经累计采了180多亿桶。 那问题就来了——为什么有这 ...
2026:你的同事可能不是人,你的文凭可能是废纸?
虎嗅APP· 2026-01-05 13:28
Core Insights - The article presents ten disruptive predictions for 2026 from prominent figures in Silicon Valley, focusing on the themes of intelligence, economy, and physical advancements [4][6]. Group 1: Intelligence - Prediction 1: AI model sizes will increase by 100 times due to advancements in software and algorithms, particularly through a technique called "quantization" [9][12]. - Prediction 2: AI may solve one of the Millennium Prize Problems, enhancing our understanding of complex physical systems like fluid dynamics [14][17]. - Prediction 3: New AI terminologies will emerge, creating opportunities for young entrepreneurs to build billion-dollar companies with minimal resources [19][23]. Group 2: Economy - Prediction 4: The concept of "digital transformation" will become obsolete, as companies will need to rebuild their capabilities from scratch using AI, potentially reducing workforce size by 10 to 20 times [27][29]. - Prediction 5: Automation will achieve a 90% competency rate in high-value tasks, leading to a significant shift in job roles and the value of human labor [32][34]. - Prediction 6: The emergence of full-stack AI employees will challenge traditional workplace trust, as AI could perform roles typically held by humans at a fraction of the cost [36][37]. Group 3: Physical - Prediction 8: Space exploration will advance significantly, with potential commercial activities like mining water ice on the Moon becoming a priority [46][50]. - Prediction 9: The development of Level 5 autonomous driving and humanoid robots will revolutionize urban environments, transforming how cities are designed and function [53][55]. - Prediction 10: Advances in biotechnology may lead to breakthroughs in reversing aging, marking a potential turning point in human longevity [56][60].
免签后老外扎堆中国看病:旅游红利还是资源掠夺?
虎嗅APP· 2026-01-05 10:14
Core Viewpoint - The article discusses the rising trend of foreign patients traveling to China for medical treatment, highlighting the efficiency and cost-effectiveness of the Chinese healthcare system compared to Western countries, particularly the UK and the US [3][10][27]. Group 1: Case Studies of Foreign Patients - A British TikTok influencer named Amy traveled 8,000 kilometers to China for medical treatment, receiving a comprehensive diagnosis and treatment within 13 days at a cost of approximately 2,800 RMB (298.6 GBP), significantly lower than the costs in the UK [4][5]. - Another case involved a British blogger whose stepfather faced long wait times for diagnosis in the UK, ultimately receiving prompt treatment in Shanghai, which was also documented on social media [8][9]. Group 2: Factors Driving Interest in Medical Tourism - The increase in foreign patients seeking treatment in China is partly due to recent visa exemption policies and the comparative analysis of healthcare costs between China and Western countries, which revealed significant savings for patients [10][20]. - Social media has played a crucial role in spreading awareness about the efficiency and affordability of Chinese healthcare, leading to a surge in interest from foreign patients [6][11]. Group 3: Concerns from Domestic Patients - There are concerns among Chinese citizens about foreign patients potentially monopolizing medical resources, especially in top-tier hospitals that are already under strain [12][14]. - Some citizens worry that the influx of foreign patients could lead to a diversion of resources away from local patients, creating a perception of inequality in healthcare access [15][16]. Group 4: Structure of International Medical Services - Chinese hospitals have established dedicated international medical departments that operate independently from regular outpatient services, ensuring that domestic patients are not adversely affected [18][19]. - The international medical departments are subject to strict regulations, limiting their service capacity to 10% of the total hospital services, thereby safeguarding local patient access [20][21]. Group 5: Future Prospects and Developments - The Chinese healthcare system is actively preparing to attract more foreign patients, with many hospitals establishing international medical departments and engaging with potential patients through social media [23][24]. - Recent government initiatives aim to standardize and promote international medical services, indicating a strategic push to enhance China's position in the global medical tourism market [25][26][27].
住在云端,困在深谷:买超高楼层的业主进退两难
虎嗅APP· 2026-01-05 10:14
Core Viewpoint - The article discusses the challenges and risks associated with living in high-rise residential buildings, highlighting the decline in desirability and increasing issues faced by residents as these buildings age [4][21][30]. Group 1: Issues Faced by High-Rise Residents - Many high-rise buildings, particularly those over 30 years old, are showing significant issues such as exterior wall deterioration, elevator malfunctions, and plumbing problems, leading to increased living risks [4][21]. - Residents experience discomfort due to temperature fluctuations, noise pollution, and extreme weather impacts, which diminish the quality of life in high-rise apartments [4][14][15]. - The financial burden of maintaining these properties is substantial, with residents facing high monthly costs for mortgages, property management, and utilities, often leading to financial strain [17][18][30]. Group 2: Market Dynamics and Trends - The real estate market for high-rise apartments is experiencing a downturn, with many owners unable to sell their properties without incurring significant losses, reflecting a shift in market demand [18][21]. - New regulations limiting the height of residential buildings are emerging, indicating a potential decrease in the construction of new high-rise developments, which may affect future market dynamics [21][22]. - Despite the challenges, younger generations, particularly those born in the 1990s, are still showing interest in purchasing high-rise apartments, suggesting a complex relationship between lifestyle preferences and market realities [24][30]. Group 3: Long-Term Concerns - The aging infrastructure of high-rise buildings poses long-term risks, including safety concerns related to fire, earthquakes, and other emergencies, as many buildings are reaching the end of their operational lifespan [31][32]. - The cost of maintaining and potentially demolishing aging high-rise buildings could exceed their market value, leading to a situation where these properties become less desirable over time [32][33]. - Residents express anxiety about the future viability of their homes, as the uncertainty surrounding maintenance and safety becomes more pronounced with aging structures [33].