以下文章来源于国民经略 ，作者凯风 国民经略 . 在这里，读懂中国经济、城市和楼市 当前，新一轮机场争夺战如火如荼，一批"双机场城市"横空出世，几乎所有省市都在拼命建机场，就 连三四线地市也被席卷其中。 机场竞速，谁能最终跑在前列？ 一 本文来自微信公众号： 国民经略 （ID：guominjinglve） ，作者：凯风，题图来自：AI生成 流量入口争夺战，又升级了。 近日，广州白云国际机场T3航站楼初步具备竣工验收条件，预计10月底前具备投运条件，届时终端 旅客吞吐能力将达1.4亿人次。 这意味着， 广州白云机场将超过北京大兴机场、上海浦东机场，成为全国第一也是全球最大单体机 场。 这是2025年上半年内地各大机场旅客量排行： | | | | | 2025年6月全国千万级机场旅客吞吐量(初步统计) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 排序 | 机场 | 代码 | 本月客流 | 同比 | 令年累计 | 累计同比 位次变化 | | | 1 | 上海浦东 | PVG | 690.2 | 10.2% | 4116.1 | 11.6% ...

以下文章来源于最话 FunTalk ，作者最话团队 最话 FunTalk . 不写平庸的故事 本文来自微信公众号： 最话 FunTalk ，作者： 何伊然，编辑：刘宇翔 过去三个月，互联网行业迎来了久违的热闹。美团、京东、淘宝轰轰烈烈地搞起了外卖 " 三国杀 " 。 在此番大战中，外卖业务所背负的想象空间已经超过了一日三餐，摇身一变成了依托于本地生活的 " 30 分钟即时零售 " 战场，是打通线上和线下的巨大流量入口。 尽管官方下场明确要求各家公司不能用低价倾销扰乱市场秩序，可是这场 " 三国杀 " 不见降温的迹 象， 反倒从 " 闪电战 " 转化为了 " 持久战 " 。 相比之下 ，大洋彼岸的 美国外卖市场波澜不惊， " 美国 版 美团 " DoorDash 日子显得轻松许多，不 仅没有新冒头的竞争对手，继续稳坐美国外卖市场第一名，还在今年以 38.6 亿美元的价格收购了英 国外卖平台 Deliveroo ，进入 12 个欧洲国家。 看似 " 自由竞争 " 的美国反而没那么多 " 商战 " ，各个细分市场无一例外都有一家垄断级的巨头， 占据了绝对市场份额，由此在资本市场上获得极高溢价。 各家巨头为了维持股价 ...

Core Viewpoint - The article discusses Elon Musk's recent political ambitions, including the establishment of a new political party, and critiques the underlying motivations and implications of such actions in the context of American politics and society [3][10]. Group 1: Musk's Political Aspirations - Musk's announcement of forming a new political party, referred to as the "American Party," is seen as a continuation of his political ambitions, which some view as a response to the perceived failures of existing political structures [10][12]. - The article argues that Musk's political ideals are not aligned with the majority of American voters, suggesting that his views are more representative of a niche group within Silicon Valley rather than the broader electorate [12][15]. Group 2: Ideological Underpinnings - The article highlights that Musk and other Silicon Valley figures, such as Peter Thiel, possess distinct political ideals that are intertwined with their business interests, suggesting that their political actions are driven by a desire to protect their economic empires [5][6]. - It is noted that Musk's vision of establishing a utopia on Mars reflects a broader desire among certain right-wing factions to escape what they perceive as a deteriorating social order in the U.S. [8][9]. Group 3: Critique of Governance Philosophy - The article critiques Musk's approach to governance, arguing that his business-oriented mindset, which emphasizes cost-cutting and efficiency, is ill-suited for managing a nation, as it overlooks the complexities of societal needs [13][15]. - The tension between Musk's technological optimism and the realities of political governance is emphasized, suggesting that his reliance on technology as a panacea for societal issues is fundamentally flawed [19][21]. Group 4: Challenges Ahead - The article points out the inherent challenges Musk faces in establishing a viable political party, including the difficulty of gaining traction in a political landscape dominated by two major parties and the need to build local support networks [16][24]. - It concludes that Musk's political endeavors are likely to fail due to a disconnect with the broader electorate and the complexities of American political dynamics [15][24].

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。本栏 目由虎嗅出品。 热点追踪 【美国总统特朗普宣布对韩国和日本征收25%的关税】 据央视新闻，当地时间7月7日，美国总统特朗普在社交媒体平台上发布了致日本首相石破茂、韩国总统李在明 的信件，宣布美国将自2025年8月1日起对所有日本和韩国输美产品征收25%的关税。 特朗普表示，尽管美国与韩国和日本之间存在巨额贸易逆差，美国仍决定继续与两国合作。然而，美国决定以 更加平衡、公平的贸易为前提，继续向前推进。特朗普称，贸易逆差已对美国经济乃至国家安全构成重大威 胁，因此必须作出改变。自2025年8月1日起，美国将对所有韩国和日本产品征收25%的关税，此项关税将独立 于各类行业性关税。此外，任何试图通过第三国转运来规避该关税的做法，也将被征以更高的关税。 特朗普警告称，如果日韩两国以提高关税作为回应，美国也将在25%的基础上再提高同等额度的关税。 【东亚杯首战国足0比3不敌韩国，对阵韩国六连败且一球未进】 据澎湃新闻，北京时间7日晚间7点，2025东亚杯首轮，韩国队在龙仁主场迎来和中国队的比赛，上半场韩国队 20分钟内先后打进两球 ...

以下文章来源于妙投APP ，作者Eastland 妙投APP . 虎嗅旗下二级市场投研服务品牌，为您提供精选上市公司价值拆解，热门赛道产业链梳理 作者｜Eastland 头图｜视觉中国 2025年6月25日，中远海控（ SH：601919 ）实施了每10股10.3元的年报分红。加上2024年10月的中 报分红（每10股5.2元）。股东1年内的现金回报达10.29%（ 按6月25日收盘价 ）。 最近1年同样实施了两次现金分红的贵州茅台（ SH：600519 ），股息率仅3.63%（ 按6月25日收盘 价 ）。 中远海控股息率是茅台的2.8倍！ 中远海控估值不高（ 动态市盈率仅5.1倍 ），因为投资人对这个"周期之王"有所担忧，主要包含三 点： 一是贸易战导致无货可运； 二是运力扩张导致运价崩盘； 三是当运价跌成本不跌，利润缩水甚至由盈转亏。 过往六年，经历了疫情、关税战，中远海控业绩有高峰有低谷，但年均净利润达481.3亿，相当于茅 台过往六年净利润的80%。说明以上担心的理由并不充分。 运量刚性强 说起航运公司，许多人脑子里浮现这样一个"时钟"： 第一个十五分钟，货多得运不过来，运价暴涨； 第二个十五分钟，运 ...

Core Viewpoint - Paramount Pictures, despite its historical significance and recent financial struggles, is being valued at $8 billion by Tianwu Media for acquisition, indicating a strong interest in the entertainment sector. This sets a precedent for potential buyers looking for similar investment opportunities in the cultural and film industry, such as Leo Radvinsky's OnlyFans, which is also listed for $8 billion [1]. Group 1: Company Overview - Leo Radvinsky is a highly secretive entrepreneur, known for his role as the owner of OnlyFans, a platform that has transformed the adult industry by allowing creators to monetize their content directly [3][4]. - OnlyFans was initially a standard adult site but saw a significant surge in popularity and revenue after Radvinsky's acquisition in 2019, with user payments increasing over fourfold to $308 million by 2020 [5]. Group 2: Financial Performance - OnlyFans has accumulated 300 million users and generated $1.3 billion in revenue for the fiscal year 2024, reflecting a 20% year-over-year growth and a pre-tax profit of $658 million [9]. - Radvinsky, as the sole shareholder, has earned approximately $1.3 billion in dividends from OnlyFans over five years, showcasing the platform's lucrative business model [5][6]. Group 3: Market Dynamics - The adult content industry is facing challenges, including compliance issues and reputational risks, which have led to difficulties in partnerships with major payment processors and app stores [11][12]. - Despite these challenges, OnlyFans has attempted to diversify its content offerings and improve its public image, although efforts to eliminate adult content have faced backlash from creators [12][13]. Group 4: Acquisition Interest - There is significant interest from potential buyers for OnlyFans, including a consortium led by The Forest Road, which has previously engaged in investment activities related to the platform [8][9]. - The valuation of $8 billion for OnlyFans may be considered low given its financial performance and user base, suggesting that Radvinsky might be looking to sell quickly due to the ongoing challenges in the adult content sector [10].

Core Viewpoint - The article discusses the significant impact of recent alcohol bans on the retail liquor industry, highlighting a drastic decline in sales and a shift in business models for liquor stores and convenience stores due to changing consumer behavior and regulatory pressures [2][3][4]. Group 1: Impact of Alcohol Ban - The ban has led to a sales decline of over 80% for many liquor stores, with more than 90% of stores experiencing severe damage [2]. - The core business model of liquor stores, which relied heavily on corporate bulk orders (50-70% of sales), has been disrupted, forcing them to operate as regular retail stores [3]. - High-end liquor brands like Moutai and Wuliangye are particularly affected, with inventory turnover days increasing from 45 to over 70 days [4]. Group 2: Decline in Convenience Stores - Convenience stores are facing a "chronic consumption battle," with average daily customer traffic down by about 15% compared to the previous year [7]. - The average number of items purchased per customer has decreased from 3.9 to 2.8, indicating a shift towards more targeted shopping behavior [8]. - The decline in customer traffic and average purchase quantity is leading to a continuous drop in the average transaction value [8][10]. Group 3: Industry Transformation - The retail landscape is shifting from a focus on information asymmetry and channel advantages to a more competitive environment where operational efficiency is crucial [10]. - Convenience stores must adapt by either reducing physical space or diversifying their service offerings to attract more customers [12][15]. - The transition to a "community service node" model is essential for survival, as traditional liquor sales are no longer sufficient [15]. Group 4: Strategic Adjustments - The article emphasizes the need for convenience stores to embrace a "small but refined" strategy, focusing on cost reduction and efficiency [12]. - In high-density urban areas, convenience stores must evolve into brand-oriented establishments that offer not just products but also experiences and social interactions [14]. - The survival of retail businesses now hinges on continuous operational refinement, market sensitivity, and the willingness to adapt to changing consumer demands [15].

以下文章来源于底线思维 ，作者周德宇 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 （ID：dixiansiwei） ，作者：周德宇（匹兹堡大学政治学系博 士，中国人民大学历史学院博士后），题图来自：视觉中国 马斯克的"美国党"成立了。 目标很明确：反对特朗普的"大美丽法案" （One Big Beautiful Bill Act） ，再通过组建一个真正的 第三党来影响政治，号召支持者们摆脱两党体系： 当然，大家现在最大的疑问就是， 美国两党制根深蒂固，哪里是他一个局外人能撼动的？他连自己 建的"政府效率部"都搞不定，还指望他有这样的政治能力去建个政党？ 虽然这种一眼就能看明白的道理，对于马斯克这样自我极其膨胀的人不太适用，但马斯克也不是完全 没有考虑这些。所以他声称自己定的初步目标没有太高，并不想一步到位取代现有政党， 而是要聚 焦于两三个参议员席位选区和十个左右的众议院选区，做能够决定政策的关键少数： 其实美国历史上的第三党并不少见，赢得了一定国会席位或者总统选举人票的党派也可以数出好几 个。 比如，最早的"美国党" （American Party） ，又叫"无知党" （Know Not ...

Core Viewpoint - The article discusses the challenges and opportunities in the field of controlled nuclear fusion, emphasizing its potential as a solution to future energy demands driven by advancements in artificial intelligence and the limitations of traditional energy sources [3][4]. Group 1: Understanding Nuclear Reactions - Nuclear fusion involves the combination of light elements like deuterium and tritium to form heavier elements, releasing significant energy in the process [6]. - Achieving controlled nuclear reactions requires high material purity and density, as well as specific conditions to initiate chain reactions [6]. Group 2: The Timeliness of Nuclear Fusion - The urgency for nuclear fusion development is highlighted by the increasing energy demands associated with AI advancements and the limitations of traditional energy sources [8][9]. - The U.S. is shifting focus towards nuclear fusion as a viable energy solution, potentially bypassing renewable energy sources due to their slower implementation [9]. Group 3: Challenges in Achieving Nuclear Fusion - Achieving nuclear fusion is likened to "cooking dumplings in a paper pot," requiring precise control over extreme conditions [13]. - The three core conditions for nuclear fusion are high particle density, extreme temperatures (typically over 100 million degrees Celsius), and sufficient confinement time, collectively referred to as the "triple product" [15]. Group 4: Progress in Nuclear Fusion Industry - Research in nuclear fusion has seen exponential growth since the 1960s, with the triple product doubling approximately every 1.8 years, outpacing other technological advancements [28][29]. - The development of control systems and materials science has significantly contributed to this progress [29][30]. Group 5: Cross-Industry Applications of Nuclear Fusion Technology - Nuclear fusion technology is driving advancements in high-temperature superconductors and non-ferromagnetic materials, which have applications in various industries [33][34]. - The demand for non-ferromagnetic materials is increasing due to the extreme magnetic fields involved in nuclear fusion, necessitating new materials that can withstand these conditions [37]. Group 6: Entrepreneurial and Investment Opportunities - The nuclear fusion industry is still in its early stages, presenting opportunities for entrepreneurs and investors to engage in critical technology development [41]. - Successful entrepreneurs in this field will likely have practical experience in large experimental setups and the ability to attract talent from various disciplines, including AI and materials science [42]. - Potential areas for startups include superconducting magnet design, precision control systems, and specialized materials, with an emphasis on technologies that can also serve other markets [43].

以下文章来源于那个NG ，作者那个NG 那个NG . 用关注决定视界｜复杂世界的策展人 如果我们将一部商业电影剥离任何说教元素，单从视听享受和电影节奏来看，《F1：狂飙飞车》几乎是你 能在电影院里享受到的最爽的2个小时，有几秒钟甚至让人梦回好莱坞的经济上行期。 这还要从这部电影的唯一大男主布拉德·皮特说起。 关于这部电影最风趣的描述是这样的： 60岁的某一天，布拉德·皮特如往常般起床，一照镜子发现自己太tmd帅了，于是这部电影就诞生了。 如果是十年前，很难想象一部商业片的口碑能好成这样。 这部电影在豆瓣达到了惊人的8.5分，对于一部纯粹的爆米花来说，已经是近几年好莱坞能够企及的最高 分数。基本上宣告杀死比赛，今年应该不会再有比这部F1更好的商业电影。 可见大家有多久没有看过一部标准的教科书式好莱坞爽片了。 对于了解F1的资深车迷来说，这部电影穿插了无数个"熟人"彩蛋。每一场比赛几乎都有熟悉的车手名字出 现在镜头前打打酱油。影片结尾列出的参演F1车手，堪称史上最贵的群演名单。 这是本年度截至目前最爽的院线电影。 对于不了解F1的非车迷普通观众来说，这部电影能让他们了解到F1这项地球上最烧钱的运动赛事到底 在"比 ...