以下文章来源于旅界 ，作者theodore熙少 旅界 . 跟踪时代浪潮，讲述文旅商业好故事。 一 本文来自微信公众号： 旅界 ，作者：theodore熙少，题图来自：AI生成 消失的倒数声背后，中国式跨年有点冷。 元旦清晨，我习惯性地打开手机上的新闻客户端，刷到不少昨夜全球各地跨年盛况。 伦敦的大本钟敲响，泰晤士河畔的伦敦眼变成了巨大的火轮，映照着数十万张仰望的脸庞。 迪拜的哈利法塔化身为巨大的垂直屏幕，把沙漠沉寂夜空硬生生染成了绚丽的万花筒。 南半球的悉尼海港大桥，万发 烟花在同一秒升空，将夜幕烫出了一个个彩色的洞。 那种隔着屏幕都能溢出来的热浪，让人恍惚觉得整个地球都在震动。 后来，我又努力搜索了下北京、上海、广州等地的跨年活动，除了零星的一些乐园里的烟花秀，或是 Livehouse里聚在一起的限定演出，那些曾经承载着城市集体记忆的公共地标，大多静默无声。 后来，我给几个平时最爱玩的95后、00后朋友发了信息，想知道在这个原本应该充满仪式感的夜 晚，他们究竟去了哪里。 答案是， 朋友们没有在家睡觉，但过得与往常周末好像也没有太大区别。 有朋友在崇礼酒店里等着第二天一早去滑雪，还有朋友租了京郊民宿小院，三五 ...

Core Viewpoint - The article discusses the distinction between legal and illegal addictive substances, emphasizing that legality does not equate to safety, and highlights the historical context and societal acceptance of various addictive products [4][6][11]. Group 1: Legal Addictive Substances - Alcohol, tobacco, tea, and coffee are identified as the three most common legal addictive substances, which, while having similarities in addiction potential with illegal drugs, differ fundamentally in legal status, social acceptance, health impacts, and addiction mechanisms [9][16]. - Legal addictive substances are regulated to varying degrees, with alcohol and tobacco being classified as carcinogens, while caffeine, although less harmful, is also recognized as a controlled substance under certain conditions [11][19]. - The consumption of caffeine through beverages like coffee and tea is generally safe within recommended limits, but excessive intake can lead to health issues and addiction, necessitating consumer awareness and caution [13][14]. Group 2: Distinction Between Legal and Illegal Addictive Substances - Legal addictive substances are characterized by their social acceptance and regulatory frameworks, while illegal drugs are strictly prohibited due to their severe health risks and societal impacts [16][20]. - The health implications of legal substances can be managed with moderate use, whereas illegal drugs often lead to irreversible health damage and severe addiction [16][24]. - The societal roles of legal substances can facilitate social interactions, while illegal drugs typically disrupt social functions and contribute to crime and instability [16][19]. Group 3: Historical Context and Commercialization - The historical trajectory of legal addictive substances shows a pattern of acceptance and commercialization, often linked to economic activities and societal norms, which can lead to their widespread use [22][23]. - The article notes that the commercialization of addictive substances has evolved over centuries, with advancements in production and consumption methods increasing their addictive potential [22][24]. - The rise of illegal drugs is similarly tied to their commercialization and the development of more efficient consumption methods, leading to increased addiction rates [24][25]. Group 4: Future Considerations - The article warns against the potential normalization and legalization of new addictive substances, advocating for proactive measures to control existing legal substances and prevent the emergence of new ones [28][29]. - It emphasizes the importance of historical awareness in addressing addiction issues, suggesting that society must remain vigilant against the risks associated with both legal and illegal addictive substances [27][28].

Group 1 - The core idea of the article revolves around the psychological aspect of investing, likening the role of investment advisors to that of a doctor providing comfort rather than concrete solutions [6][7][8]. - The concept of the placebo effect is introduced, highlighting its relevance in both medicine and investing, where psychological reassurance can lead to improved investor sentiment [10][15]. - The article discusses the long-term performance of index funds, specifically the S&P 500, which has shown annualized returns of approximately 12% over the past decade, adjusted for inflation [16][18]. Group 2 - The article emphasizes that the common mistakes made by retail investors often stem from emotional responses to market volatility rather than poor investment choices [15][18]. - It points out that many investors tend to panic during market downturns, leading to premature selling, which can hinder long-term investment success [19][21]. - The concept of "anti-placebo effect" is introduced, illustrating how negative news can amplify investor fears, resulting in irrational decision-making [24][25]. Group 3 - The article concludes that while psychological comfort is a basic function of investment advisors, their true value lies in helping investors maintain a rational perspective and avoid destructive behaviors [27][28]. - It suggests that a balanced investment strategy, such as a classic stock-bond portfolio, can serve as a psychological comfort while also managing volatility [28].

Core Viewpoint - The Chinese automotive industry has shifted from a phase of rapid expansion driven by investment and storytelling to a focus on efficiency and realization, emphasizing cash flow, profitability models, technology compliance, and global operational capabilities [2][3]. Group 1: Market Volume - The key question for 2026 is whether the new energy vehicle (NEV) market can surpass the 20 million unit threshold, with growth driven by factors such as trade-in programs, lower-tier markets, and improved charging experiences [4][5]. - The Chinese government has introduced a new trade-in subsidy policy for 2026, which is expected to stimulate demand in the automotive sector [6][7]. - Predictions for 2026 NEV sales vary, with estimates ranging from a 10% growth (14.14 million units) to a more optimistic 28.4% growth (16.5 million units), particularly in the 150,000 to 200,000 yuan price range [8][10]. Group 2: Profit Expectations - The industry is transitioning from a focus on scale to profitability, with competition intensifying in the 200,000 to 400,000 yuan price range [9][22]. - Companies like Geely are expected to see profit growth from multiple sources, while others like GAC face significant challenges [31][32]. Group 3: L3 and Intelligent Driving - The introduction of L3 autonomous driving is expected to shift responsibility from drivers to manufacturers, leading to systemic changes in the automotive ecosystem [38][40]. - The L3 era will likely drive the standardization of L2 features across all vehicles, increasing competition in the intelligent driving space [42][43]. Group 4: Luxury Narrative - The luxury narrative in the NEV sector is becoming increasingly complex, with a need for brands to establish genuine value propositions beyond just high-end features [50][51]. - The market for luxury vehicles priced above 300,000 yuan is growing slowly, while more affordable segments are seeing significant growth [57][60]. Group 5: Overseas Expansion - Chinese automotive exports are projected to exceed 8 million units in 2025, with significant growth in markets like Mexico and the UAE [67][68]. - The establishment of overseas production facilities is crucial for meeting demand and avoiding trade barriers, with many companies rapidly expanding their international manufacturing capabilities [72][73]. Group 6: AI Cross-Industry Moves - The focus for 2026 will likely shift away from ambitious cross-industry ventures towards enhancing core automotive services through AI, as companies learn from past experiences [78][81].

Core Viewpoint - The article discusses the rise of independent women in small towns, highlighting their struggles and aspirations in the context of economic independence and self-empowerment [5]. Group 1: Women in Small Towns - The concept of "strong women" has permeated from first-tier cities to small towns, driven by dissatisfaction in marriage and a growing self-awareness among women [5]. - Many women in small towns face limited career options, often resorting to divorce, beauty industries, or multi-level marketing as standard paths to independence [5]. - The article features women like Xue Hong and Huang Jie, who embody the "strong woman" image, actively pursuing careers in health and beauty despite their challenging circumstances [9][11]. Group 2: Personal Stories and Challenges - Xue Hong, initially discouraged from buying property due to economic conditions, decides to invest in the health industry, believing in the potential for financial success [7][8]. - Huang Jie, nearly 60, continues to work energetically in the beauty industry to provide for her children, despite her husband's lack of ambition and support [12][16]. - Many women, including Xue Hong and Huang Jie, pursue careers out of necessity rather than choice, often driven by a lack of security in their marriages [16][17]. Group 3: The Illusion of Success - Despite their outward success, many women face harsh realities, such as financial instability and the pressure to maintain appearances on social media [27][31]. - Xue Hong and Huang Jie engage in various business ventures, often influenced by motivational rhetoric, but struggle to achieve the promised financial returns [21][22]. - The article highlights the disconnect between the perceived success of these women and their actual financial situations, with many investing in dubious business models [29][31]. Group 4: The Future of Women in Business - The article suggests that the era of middle-aged women is emerging, with opportunities for ordinary individuals to succeed in business [20]. - Women are increasingly drawn to flexible, low-investment business models that promise high returns, such as health and beauty products [21]. - However, the article also points out the risks associated with these ventures, including potential scams and the lack of understanding of business models among these women [27][31].

Core Insights - In 2025, domestic tourism consumption in China experienced an unexpected trend where major economic hubs like Beijing and Shanghai saw a decline in tourism spending, while less developed regions such as Northeast (Heilongjiang, Jilin, Liaoning), Northwest (Gansu, Qinghai), and Southwest (Yunnan, Guizhou) exhibited a surge in tourism consumption [3][4][6]. - Traditional government measures to stimulate tourism, such as consumption vouchers and free admission, have become less effective, leading to the rise of new strategies like seasonal holidays and local intangible cultural heritage events to boost tourism [26][28][32]. Group 1: Consumption Patterns - A report categorized provinces into four consumption types based on per capita income and consumption rates, revealing that Beijing and Shanghai fall into the "cautious consumption" category, contrary to expectations [5][6]. - Residents in economically weaker regions like Northeast China are more willing to spend on tourism due to lower living costs and stable incomes, leading to increased tourism activity [11][12]. Group 2: Changing Consumer Behavior - The trend of tourists opting for camping over hotel stays during peak seasons highlights a shift towards seeking high cost-performance experiences in tourism [14][15]. - The K-shaped differentiation in tourism consumption indicates a split where some consumers prioritize high emotional value experiences, while others focus on high cost-performance, emphasizing value for money [16][18]. Group 3: New Stimulus Measures - The effectiveness of traditional tourism stimulus measures has diminished, prompting the introduction of new strategies such as school autumn breaks and government-led cultural festivals to stimulate local tourism [26][28]. - The introduction of school autumn breaks in cities like Sichuan and Guangdong has unexpectedly boosted local tourism, creating a new peak travel period [28][30]. Group 4: Future Opportunities - The shift in tourism consumption patterns presents new opportunities for businesses, particularly in less developed regions where tourism infrastructure is evolving [35][36]. - The anticipated rise of government-led cultural festivals and new public holidays is expected to further stimulate tourism consumption in 2026, with a focus on creative and low-barrier events [36][37].

以下文章来源于差评X.PIN ，作者差评君 除了得有较强表达能力外，还需要持续内容产出、精准的算法投合，甚至还得研究传播规律，如何设 计开头保前三秒的留存，中段如何确保完播。 网红，在当下已经成为一门竞争激烈的职业。 但是，最近有一个人仅仅凭借煮蛋，就在七、八天时间里，狂涨400多万粉，坐着火箭成了顶流。 差评X.PIN . Debug The World，关注科技、数码、汽车、产经、游戏，传播能改变世界的科技互联网信息。 本文来自微信公众号： 差评X.PIN ，编辑：莽山烙铁头&面线，作者：差评君 如今的互联网，网红们一茬接一茬兴起，占据热搜，留下造福神话，也吸引无数人怀揣梦想投身其 中。 但并非人人都能成为网红。 随着爆火，争议随之而来，有人质疑一天吃40颗蛋，既不科学，也不健康，就纯吹牛。面对铺天盖 地的质疑，这哥们钻了牛角尖，选择用自证硬刚。 自证视频中的他操作生涩、破绽百出，完全没有五年煮蛋老司机的松弛感，网友们化身侦探，逐帧截 屏复盘其中的不合理处，这场自证不仅没能挽回口碑，反而成了处刑现场。 这位博主名为爱吃蛋，网友此前调侃他为"蛋神"。 他的成神之路轻松到离谱。 一名网友分享了父亲煮出的带金沙 ...

以下文章来源于极客公园 ，作者Moonshot 极客公园 . 用极客视角，追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 本文来自微信公众号： 极客公园 ，作者：Moonshot，编辑：靖宇，题图来自：AI生成 如果说这个世界上有什么事比"被分手"更惨，那大概就是"被 AI 分手"，或者说关系里的"第三者"竟 然是 AI。 最近，《Futurism》的一篇报道揭开了一个正在硅谷蔓延的魔幻现实：ChatGPT 正在深度介入人类 的亲密关 系，从让它评评理，到代写分手信，从做伴侣咨询，到写离婚协议。 而且这并不是像电影《Her》那样，人类爱上了操作系统；而是两个大活人，因为过度依赖这个"第 三方"来评理、沟通，最终把关系搞砸了。 最魔幻的案例莫过于 AI 界的泰斗、图灵奖得主，"AI 教父"杰弗里·辛顿也是"受害者"之一。作为深 度学习之父，辛顿大概没想到，有一天深度学习会反噬到他的私生活上。据他在《金融时报》的采访 里表示，他的前女友曾用 ChatGPT 生成了一篇檄文，专门用来指责他。 在这篇采访里，辛顿提到了前女友分手时拿出 的"控诉信"｜图源：FT "她让 ChatGPT 来告诉我，我是一只什么样的 ...

Core Viewpoint - The consumption market in 2025 cannot be simply categorized as "recovery" or "weakness," as it reflects a transformation in consumer behavior, emphasizing "human feeling" as a core element of consumption [4][24]. Group 1: Eating - A Fine Calculation of Experience - The offline dining industry faces significant challenges, with a decline in foot traffic, as evidenced by a 0.66% decrease in average monthly customer visits in the first eight months of 2025, which worsened to a 4.1% decline after June [6][12]. - To attract customers, many dining brands are resorting to price reductions, with self-service hot pot and street food becoming representative categories of this strategy [7]. - A new approach to finding growth is the "dining + performance" model, which enhances the dining experience through entertainment, creating a compelling reason for customers to visit [8][12]. - Street vending has gained popularity since July 2025, with well-known brands setting up stalls, offering affordable home-style dishes priced between 10 to 30 yuan, thus broadening revenue channels [9][10][12]. Group 2: Drinking - Adding More Sweetness to Life - The new tea beverage market in 2025 is stabilizing, with a market size of 374.93 billion yuan, reflecting a growth rate of 5.7%, down from 6.4% in 2024 [14]. - The total number of tea beverage stores exceeded 415,000, but the net number of new openings was lower than closures, resulting in a decrease of 39,000 stores [14]. - The market is witnessing a shift in consumer preferences towards healthier options, with products like fresh fruit teas gaining popularity [15][17]. - The competition in the new tea beverage sector will increasingly focus on creating perceived value for consumers, as loyalty to specific brands diminishes [17][24]. Group 3: Entertainment - Experience Over Arrival - The cultural tourism market is thriving, with domestic travel reaching 4.998 billion trips in the first three quarters of 2025, a year-on-year increase of 18% [19]. - This surge in travel has stimulated significant consumer spending, with total expenditures reaching 4.85 trillion yuan, up 11.5% from the previous year [19]. - Innovative experiential offerings, such as city walks and interactive theme parks, are emerging to attract tourists, emphasizing engagement and participation [20][21]. Group 4: Summary - The overall consumption market in 2025 is stable, with retail sales expected to exceed 50 trillion yuan, maintaining a contribution rate of around 60% to GDP growth [23]. - Consumers are increasingly selective, rejecting products that lack emotional resonance, indicating a shift from accumulating assets to seeking meaningful experiences [24][25]. - The focus on "human feeling" reflects a collective return to valuing real experiences and immediate feedback in an uncertain economic environment [26].

Core Viewpoint - The Chinese home appliance industry is at a critical juncture, with the focus shifting towards international expansion as domestic markets reach saturation. The theme for 2026 is "going abroad," which represents a significant opportunity for companies like Haier, Midea, Hisense, and TCL to explore new markets and alleviate overcapacity issues [7]. Group 1: Overseas Market Potential - The global home appliance market is valued at nearly 4.5 trillion yuan, indicating substantial overseas market potential. In 2024, Midea and Haier are projected to generate approximately 270 billion yuan each in appliance revenue, translating to a global market share of only about 6% [9]. - Domestic brands have low market shares in most overseas regions, with Midea and Haier struggling to exceed 10% in many markets. In contrast, their competitors like Samsung and LG dominate the market [11]. - The growth strategy for domestic brands hinges on increasing their market share abroad, transitioning from competing with regional brands to facing established global giants [13]. Group 2: Challenges of Past Success - Historically, Chinese home appliance companies have relied on capacity expansion and brand acquisitions for international growth. However, this simplistic growth model is becoming unsustainable, as evidenced by the significant gap between global manufacturing share (over 45%) and retail share (less than 20%) [17]. - The stagnation in overseas revenue for leading companies like Haier and Midea, which has remained around 50% and 42% respectively for the past five years, highlights the need for a shift in strategy [18]. Group 3: Brand and Channel Development - The success of domestic brands in China was due to a strong competitive edge in product, brand, and channel management. However, these strengths have not yet translated effectively to international markets, where brand recognition and channel control remain challenges [23]. - Building brand recognition in mature markets is particularly difficult, as Chinese brands face trust issues despite offering lower prices compared to Japanese and Korean brands [25]. - The reliance on traditional retail channels in overseas markets poses significant barriers, as these channels are often fragmented and dominated by established players [30]. Group 4: Opportunities for Breakthrough - Technological innovation is seen as a key pathway to overcoming brand premium challenges and building core competitiveness. Chinese companies have increased R&D investments, achieving breakthroughs in areas like robotic vacuum navigation technology [33]. - Emerging markets such as Southeast Asia and Latin America present significant growth opportunities due to low penetration rates and a favorable demographic profile. These markets are less saturated, allowing for greater brand establishment potential [43]. - The rise of e-commerce in overseas markets offers a new avenue for brand penetration, enabling companies to reach consumers without the need for extensive physical retail investments [45].