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 ...

Core Viewpoint - Meta's CEO Mark Zuckerberg is under pressure to enhance the company's AI capabilities and is adopting a more hands-on approach to management, including the establishment of a Corporate Venture Capital (CVC) unit to attract top talent and improve performance in the AI sector [2][8]. Group 1: Meta's Current Challenges - Zuckerberg's recent management style has shifted to a more direct and micro-level approach, reallocating resources to the GenAI team to boost the performance of LLaMA [2][4]. - There is a growing concern about talent retention at Meta, with reports of AI engineers leaving for competitors like OpenAI and Anthropic, often with offers exceeding $2 million [6][7]. - The AI landscape is becoming increasingly competitive, with Meta's LLaMA struggling to keep pace with rivals like Qwen and DeepSeek, leading to a perception of stagnation in Meta's AI initiatives [6][12]. Group 2: Establishment of CVC - Historically, Meta has not had a dedicated CVC, relying instead on its corporate development teams for acquisitions [4][5]. - The decision to form a CVC is part of Zuckerberg's broader strategy to create a "superintelligence unit" aimed at revitalizing Meta's AI efforts [8][10]. - Meta's investment in the venture fund NFDG, led by Daniel Gross, is a strategic move to gain access to top talent and innovative projects in the AI space [9][12]. Group 3: Financial Implications and Market Dynamics - The AI investment landscape is currently dominated by corporate investments, which accounted for approximately 75% of the total funding in 2023, indicating a scarcity of available high-quality targets [12][13]. - Meta's recent acquisition of Scale AI for $14.8 billion is seen as a critical step in its strategy to bolster its AI capabilities [7][12]. - The overall number of AI startups has decreased significantly, with a reported 81% drop in new AI companies since the peak in 2021, complicating Meta's efforts to secure talent and technology [12][13].

Core Viewpoint - The article emphasizes the need for a new financial interface that allows seamless connections between different countries' payment systems while respecting their independence, akin to Apple's MagSafe charger [2][4]. Group 1: Current Financial Landscape - Emerging markets, represented by BRICS countries, are at a crossroads, desiring efficient payment systems like China's while also wanting to maintain their own financial sovereignty [4][5]. - Countries like Brazil and the UAE are developing their own payment systems, increasing their demand for upgraded cross-border payment capabilities [4][5]. Group 2: Solutions Offered - UnionPay, representing Chinese payment solutions, is positioned as a partner that understands local needs and offers compatible solutions rather than merely selling products [5][6]. - The dual-brand card and QR code interoperability are tailored solutions that respect local conditions while enhancing payment connectivity [6][10]. Group 3: Implementation of Solutions - The dual-brand card allows local transactions to be processed through domestic networks, preserving financial sovereignty, while international transactions utilize UnionPay's global network [10][13]. - The QR code interoperability project enables seamless transactions between Chinese and Indonesian payment systems, facilitating direct currency settlement without relying on third-party currencies like the US dollar [11][13]. Group 4: Broader Implications - The establishment of local payment systems using Chinese standards can lead to significant upgrades in financial IT for developing countries, bypassing traditional Western-dominated paths [15][16]. - This approach not only aids in the internationalization of the Renminbi but also creates a more resilient global financial network that is less dependent on a single currency [17][19]. Group 5: Strategic Importance - UnionPay's initiatives support BRICS countries in building their desired modern financial infrastructure, which is crucial for the strategic goal of Renminbi internationalization [19][20]. - The article concludes that the true value of the "Chinese solution" lies in its ability to create sustainable connections that enhance the global presence of the Renminbi through everyday payment scenarios [19][20].

Core Viewpoint - The article discusses the concept of "emotional consumption," emphasizing that every individual is both a producer and consumer of emotional value, which has become a necessary part of modern society [2][3]. Emotional Consumption - Emotional consumption arises from the need for emotional labor in various professions, where employees must manage their emotions while interacting with others [3][4]. - During economic downturns, the demand for emotional consumption increases, exemplified by the "lipstick effect," where consumers seek small luxuries to boost their emotional well-being [4]. Emotional Containers - The article highlights the role of products like Pop Mart's IP figures as "emotional containers," which allow consumers to project their emotions onto these abstract characters [7][10]. - Unlike established film characters, these non-film IPs provide a blank canvas for personal emotional projection, making them more relatable to a diverse audience [8][9]. IP Popularity Dynamics - The rise of the Labubu character illustrates the balance between the accidental and inevitable aspects of IP popularity, where initial rejection can turn into acceptance over time as consumer preferences evolve [12][14]. - Labubu's success in Thailand demonstrates how cultural acceptance can vary, leading to different market dynamics for the same IP across regions [15][16]. Business Models of Emotional Value Products - Emotional value is present in various products, including cosmetics, which serve both functional and emotional needs, creating a dual value proposition [19][20]. - The article identifies that while many products have emotional value, it should not be the core of the business model; instead, it should complement the functional aspects [22][24]. - The comparison of emotional value in products like toys, cosmetics, and pets highlights the unique position of IP toys in creating a dedicated emotional connection with consumers [23][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。 周末要闻 【马斯克宣布"美国党"成立】 据央视新闻，当地时间7月5日，美国企业家埃隆·马斯克在社交媒体平台X上发文称，"美国党"于当日成立，以 还给人民自由。近期，马斯克与美国总统特朗普就"大而美"税收和支出法案产生分歧。6月30日，马斯克猛批 特朗普力推的所谓"大而美"税收和支出法案并表示，如果法案通过，第二天就会成立"美国党"。 当地时间7月4日，美国总统特朗普签署"大而美"税收和支出法案，使其生效。法案签署成法的几个小时前，马 斯克再次在社交平台上发布有关建立新党派"美国党"的投票。在收到的约124.9万网络投票中，65.4%的网民支 持成立新党。据了解，马斯克于6月5日首次提出这一想法。 【罗马仕深夜正式发布停工停产通知，将停工6个月】 据新华社，就在日本社交平台疯传"日本今年7月5日将发生大灾难"之时，日本鹿儿岛县吐噶喇列岛附近海域5 日发生5.4级地震。日本气象厅随即举行记者会，表示此次地震与所谓"大灾难"的网络谣言没有关联。 据日本《每日新闻》报道，日本社交媒体平台疯传的"大灾难"源自日本 ...

Core Viewpoint - Xiangpiaopiao is actively seeking to regain its consumer base by exploring various channels, including snack stores, Sam's Club, and convenience stores, while also launching pop-up stores to engage with consumers directly [1][2][3]. Group 1: Market Challenges and Internal Changes - Xiangpiaopiao, founded in 2005, was once a market leader in cup-based instant milk tea but now faces challenges due to market fragmentation and evolving consumer demands [2][4]. - The company is undergoing a gradual internal transformation, integrating product development with channel management to streamline operations and enhance product launch speed [3][5]. - The chairman, Jiang Jianqi, aims to position Xiangpiaopiao as the "Zara of the milk tea industry," focusing on rapid product development and market responsiveness [3][6]. Group 2: Product Development and Market Strategy - Xiangpiaopiao is exploring new product lines, transitioning from instant to ready-to-drink options, and experimenting with various flavors and formats to meet diverse consumer preferences [6][8]. - The company has established two main product lines: instant and ready-to-drink, with a focus on creating a rich product matrix within these categories [6][7]. - The ready-to-drink segment, particularly the Meco brand, has shown significant growth, with sales increasing from over 300 million to nearly 1 billion in five years [9]. Group 3: Channel Expansion and Consumer Engagement - In 2024, Xiangpiaopiao plans to embrace the rapid expansion of snack stores, aiming to customize products for these new channels to differentiate from traditional offerings [25][26]. - The company is also testing new products through pop-up stores, which serve as a platform for consumer interaction and product validation [20][21]. - Xiangpiaopiao's strategy includes launching over 20 new SKUs targeted at different channels, reflecting a commitment to adapt to market changes and consumer segmentation [11][14]. Group 4: Operational Adjustments and Future Outlook - The company is working on enhancing production flexibility to meet the diverse and evolving demands of consumers, moving from large-scale production to smaller, customized batches [26][27]. - Jiang Jianqi emphasizes the importance of maintaining strong relationships with distributors while navigating the challenges posed by new market dynamics [33][34]. - The company aims to leverage its established brand recognition while innovating to stay competitive in a rapidly changing beverage market [30][34].

Core Viewpoint - Shanghai Lego Land, the largest in Asia, opened on July 5, 2023, but has received mixed reviews from visitors, with some criticizing the limited attractions and others praising it as a must-visit for Lego enthusiasts [3][4]. Group 1: Market Position and Competition - Lego Land is positioned as a competitor to Disney and Universal Studios, but it opened later than these established parks, which may affect its market presence [7][8]. - The park's ticket prices are the highest in Asia, with adult tickets priced at 549 yuan, which may deter potential visitors [10][11]. - The park's location in Jinshan District is relatively remote, approximately one hour from downtown Shanghai, which could impact visitor numbers [8][12]. Group 2: Visitor Experience and Feedback - Visitor feedback highlights three main concerns: high ticket prices, a focus on younger children (ages 2-12), and strict hotel policies that may deter families [10][12][13]. - The park's offerings are perceived as more suitable for children, leading to complaints that it is not engaging for older kids or adults [12]. - The hotel associated with Lego Land has strict check-in and check-out times, along with high fees for damages, which has drawn criticism from potential guests [13]. Group 3: Financial Considerations and Market Trends - The theme park industry in China is experiencing a shift, with consumers becoming more conservative in their spending, leading to a decline in secondary spending (food, merchandise) by 10%-30% [31][33]. - Despite Lego's strong brand presence in China, with a market share of 48.6% in the building toy sector, the timing of Lego Land's opening may not align with current consumer spending habits [28][30]. - The competitive landscape is intensifying with new parks like the Peppa Pig theme park set to open, which could further challenge Lego Land's market position [33].

Core Viewpoint - The article discusses the recent decision by the U.S. to pause military aid to Ukraine, highlighting the implications for both Ukraine and Russia, as well as the shifting dynamics in international relations regarding the conflict [3][4]. Summary by Sections U.S. Military Aid to Ukraine - The U.S. has decided to pause the supply of military aid to Ukraine, which includes various types of weapons such as air defense missiles and artillery shells, with quantities ranging from dozens to thousands [3]. - This decision was reportedly driven by concerns over U.S. weapon stockpiles, rather than being a top-down directive from high-level officials [3][4]. Reactions and Implications - The decision shocked U.S. lawmakers and European allies, with some Republican members criticizing the influence of Pentagon officials on this matter [3]. - The Kremlin welcomed the U.S. decision, suggesting that fewer weapons sent to Ukraine could lead to a quicker end to military operations [4]. Diplomatic Developments - French President Macron's recent conversation with Putin marked a significant diplomatic engagement, as it was the first in nearly three years, indicating a potential shift in European strategy towards Russia [4][5]. - Macron's motives for the call may include testing Russia's limits, enhancing France's negotiating position, and subtly pressuring Ukraine to consider compromises [5][6][8]. Current Military Situation - The article notes that approximately 600,000 Russian troops are currently engaged in the conflict, with a significant portion involved in frontline operations [9]. - Recent territorial gains by Russian forces include the occupation of 4,168 square kilometers in 2024 and an additional 2,500 square kilometers in the first half of 2025 [9][19]. Economic Considerations - The article highlights the unsustainable nature of Russia's economic model, which has seen increased military spending at the expense of private sector stability [18][19]. - The European Union has been providing substantial financial aid to Ukraine, with over $100 billion annually, primarily for government salaries and social support, raising questions about the sustainability of such funding [19][20]. Geopolitical Context - Ukraine has become a focal point in geopolitical tensions, with its government and societal structures adapting to the ongoing war [21][22]. - The potential for a ceasefire or reconstruction remains uncertain, as the current leadership is more familiar with wartime conditions than with peacetime governance [23].

Core Viewpoint - Xiaomi is facing significant challenges in ramping up production capacity for its new electric vehicle, the YU7, which has seen overwhelming demand leading to extended delivery times of up to a year for some models [3][4][6]. Production Capacity - The YU7 has a delivery time of 9 months to over a year, with the standard version estimated at 58-61 weeks and the Pro version at 51-54 weeks [3][4]. - Currently, all Xiaomi vehicles are produced at the first phase factory in Beijing, which has a designed annual capacity of 150,000 units but has been pushed to produce approximately 36,500 units annually, a 140% increase from its original plan [7][8]. - The second phase factory, set to be completed in mid-June, will also have a capacity of 150,000 units per year and is expected to start production in July or August [4][10]. Competitive Landscape - Competitors are actively trying to capture Xiaomi's potential customers during this production bottleneck, offering incentives such as cash bonuses for switching orders [5][14]. - The electric SUV market is highly competitive, with established players like Tesla and emerging brands like NIO and Xpeng vying for market share [5][19]. Market Dynamics - The upcoming reduction in tax incentives for electric vehicles in 2024 and 2025 could impact consumer purchasing decisions, potentially increasing the cost of the YU7 by over 10,000 yuan due to tax changes [6][24]. - Xiaomi's ambitious target of delivering 350,000 vehicles this year hinges on its ability to quickly resolve production capacity issues and fend off competitive pressures [6][13]. Production Challenges - Xiaomi's management acknowledges the production challenges and is actively working to improve capacity, with plans for a third factory in Wuhan and Shanghai still in the rumor stage [4][10]. - The YU7's production complexity is heightened by the fact that 90% of its components are newly developed, unlike Tesla's strategy of using shared parts across models [21][23]. Consumer Sentiment - Despite long wait times, Xiaomi's loyal customer base remains patient, but there are concerns that potential buyers may be deterred by the lengthy delivery periods [11][13]. - The brand's strong marketing and product appeal are crucial for retaining customers amidst fierce competition and production delays [23][24].

Core Viewpoint - The article discusses the plight of young women in Japan, focusing on how their choices are being restricted and how they are increasingly drawn into cycles of debt and emotional dependency through consumerism and entertainment [4][12][22]. Group 1: Social Issues and Trends - A notable increase in young women engaging in illegal activities, such as sex work, is linked to their emotional needs and desires for entertainment rather than just poverty [4][9]. - The phenomenon of "Higashi-Yoko Children" in Tokyo highlights the loneliness and social isolation faced by many young people, leading them to seek solace in shared interests, which can sometimes lead to harmful behaviors [9][10]. - The rise of "Oni-Kan" (male hosts) in nightlife has created a toxic environment where women are encouraged to spend beyond their means, often leading to debt and exploitation [12][13]. Group 2: Economic and Cultural Context - The economic stagnation in Japan has resulted in a shrinking consumer base of financially stable women, while the number of men seeking quick money through nightlife has increased, leading to fierce competition among male hosts [12][14]. - The traditional gender roles in Japan continue to persist, with women often being socialized to prioritize family over career, which limits their economic independence [17][22]. - The entertainment industry has capitalized on the emotional needs of women, creating a culture where they are encouraged to indulge in fantasies and consumerism, often at the expense of their financial stability [20][22]. Group 3: Psychological and Emotional Impacts - The article emphasizes that the emotional value derived from entertainment and consumerism can lead to addiction-like behaviors, where the initial joy diminishes over time, resulting in a cycle of dependency [4][28]. - Young women are often caught between conservative societal expectations and progressive ideals, leading to confusion about their roles and desires, which can exacerbate their struggles [25][26]. - The lack of attention to the mental and emotional well-being of lower-class women in Japan reflects a broader societal neglect, leaving them vulnerable to exploitation [18][19].