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。 昨夜今晨 【丽江公开发函喊话小红书审核避雷贴】 据现代快报，12月23日下午，云南丽江市古城区文化和旅游局公开发布《关于请小红书平台强化丽江市婚拍领 域信息审核监管和监测的函》，称小红书在履行平台信息监测及管理方面的主体责任和审核义务不到位，导致 大量消费者为达到其超合理诉求，在企业无过错责任情况下利用平台发布不实"避雷贴"、"曝光贴"等内容，威 胁企业退钱退款的情况，企业针对此类不实内容申诉难，造成大量企业商誉受到诋毁，退单退订大面积发生。 据丽江市古城区旅拍行业协会调查摸排，截止到12月，因不实"避雷贴"企业退订100余万元，间接损失超500万 元。 当晚 9 点， @ 现代快报 记者联系上丽江市古城区文化和旅游局副局长朱镇罡，他表示已和小红书取得联系并 递交相关材料，事情已在处理阶段。 【东方雨虹：美国子公司疑遭电信诈骗，涉案金额约1211万元】 据界面新闻，东方雨虹12月23日公告，公司近日获悉，公司下属美国全资子公司OYH Construction Materials LLC（简称"OYH建材公司"）疑遭电信诈骗 ...

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，题图来自：AI生成 一个有趣的问题是：如果 AI 有泡沫，为什么不卖出 288 倍 PE 的寒武纪，卖出亏损的摩尔线程、沐 曦，买入 44 倍 PE 的英伟达？如果 AI 没有泡沫，为什么放着 44 倍 PE 的英伟达不买，而去追高 288 倍 PE 的寒武纪、亏损的摩尔线程和沐曦？ 当我把问题抛给 DeepSeek ，善于拍马屁的它直呼， 这确实是一个 " 灵魂拷问 " ，并给出了它的看 法： 答案并非简单的 " 是 " 或 " 否 " ，而是取决于投资目标、风险承受能力和对 AI 产业发展路径 的判断。 坦率说，当 DeepSeek 给出这些分析以及建议时，我觉得 AI 并没有泡沫或者说 AI 的进化值得期 待，在 AI 领域投再多的投入都值得。这是场看不见硝烟的军备竞赛，赢家通吃，输家则彻底出局。 这也是 " 胆小鬼的游戏 " ，谁也不敢先认输，起码英伟达的黄仁勋没有。他在近期一次内部交流会 上预测： 到 2027 年，仅 英伟达 自己供 ...

Core Viewpoint - Kuaishou Technology, one of China's largest short video platforms, experienced a significant network attack that led to the temporary shutdown of its live streaming services, marking one of the largest security incidents in recent years for Chinese internet platforms [6][19]. Group 1: Incident Overview - On December 22, Kuaishou's live streaming channels were flooded with inappropriate content due to a large-scale cyber attack, with reports indicating that some live streams attracted nearly 100,000 viewers at one point [6]. - Following the attack, Kuaishou's stock price fell nearly 6% at the opening of the Hong Kong stock market, closing down 3.52% [8]. - Kuaishou issued a voluntary announcement stating that the live streaming function was attacked around 10 PM and that emergency measures were taken to restore services [8]. Group 2: Public Reaction and Impact - The incident led to a surge in Kuaishou's visibility on social media, with the app climbing to the second position in the Apple App Store's download rankings in China, surpassing other competitors [11]. - There were rumors about potential security issues affecting WeChat accounts due to the attack, but these were debunked by WeChat's official response [11]. - Kuaishou is reportedly intensifying its recruitment for security positions, although some job postings predate the attack [13]. Group 3: Technical Analysis - Experts suggest that the attack was likely a well-organized external hacking effort, exploiting vulnerabilities in the live streaming interface and bypassing Kuaishou's content review processes [16]. - The incident highlights significant weaknesses in Kuaishou's risk control and defense systems against extreme security attacks, as traditional manual defenses are inadequate for large-scale automated attacks [16][19]. Group 4: Financial Implications - Kuaishou's live streaming business, which accounted for 26.9% of total revenue in Q3 2025, is under scrutiny due to the potential impact of this security incident on its operations [19][20]. - The company has warned investors to exercise caution when trading its securities following the incident [20].

以下文章来源于脑极体 ，作者珊瑚 脑极体 . 从技术协同到产业革命，从智能密钥到已知尽头 本文来自微信公众号： 脑极体 ，作者：珊瑚，题图来自：AI生成 2025年，某社交平台上一篇帖子火了。一位网友打码贴出录用意向书，略带调侃地宣布："达成靠AI 挂面率为零的新成就。" 评论区迅速发酵，有人质疑，有人求攻略，更多人晒出了自己的战绩： 有人用AI优化了数十份简历后，拿到了心仪面试；有人靠实时辅助软件，顺利通过了某国企的AI视 频初筛。 当企业用AI快速筛选简历、用虚拟人进行第一轮面试时，求职者也开始用AI武装自己，试图以技术 对抗技术。 一个怪圈已然形成：企业部署AI以求效率，求职者使用AI以求机会。两者相遇，面试不再是求职者 与公司的对话，而是演变成了屏幕两端AI系统的博弈。从美化简历到伪造面试表现，一场围绕AI的 攻防战正在重塑人才市场的第一道关卡。 那么，市面上有哪些AI辅助面试形式？我们又该如何看待这样你攻我防的面试对决？ AI面试魔法对轰 根据世界经济论坛的调查，当前至少百分之八十八的公司已在招聘中运用人工智能筛选求职者，其中 百分之二十三甚至用AI进行面试。求职者也在用ChatGPT之类的生成式A ...

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 | 阿珂可 编辑、题图 | 渣渣郡 以下文章来源于那个NG ，作者阿珂可 那个NG . 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。 一个笨手笨脚、干啥啥不行的笨蛋、废物、没用的男人…… 《小猪佩奇》可能是现在最容易让人急眼的动画片。 光看这些恶毒的词汇，也许你会想到一个特别讨人厌的形象。 但现在，它们却成了炮轰一头卡通小猪的弹药。 对，就是小猪佩奇的老实人爸爸。 之前，佩奇就因为童言无忌被贴上了"婊子"的标签。如今，连老实人猪爸爸都被卷入了舆论风波中。 吹响号角的是一名叫作大卫·的著名超模，他在BBC的节目Sundy with Laura Kuenssberg上向猪爸爸正式开炮。 在聊到家庭里的性别平衡问题时，甘迪语出惊人："我为什么要让我的孩子们去看这个？而且从男性角度来 看，猪爸爸就是一个大废物。" 甘迪的批评带动了一股批猪浪潮，观察这些发言，我们不难发现，猪爸爸成为靶子主要有三个原因： 第一，他有点笨，干啥啥不行，经常笨手笨脚的，几乎每集都要闯个祸。 在玩击球 ...

Core Viewpoint - The concept of the "kill line" in the U.S. disproportionately affects the middle class, highlighting the fragility of their economic stability and the rapid descent into financial ruin when faced with unexpected challenges [6][7][8]. Group 1: Kill Line Mechanism - The "kill line" refers to a threshold where individuals, particularly in the middle class, face exponentially greater risks of financial collapse when their circumstances change suddenly, such as losing a job [6][8]. - In the U.S., losing a job can lead to a series of negative consequences, including inability to pay rent, loss of housing, and ultimately a downward spiral into poverty [10][11]. Group 2: Comparison with China - In contrast to the U.S., the job market in China does not require a fixed residential address, largely due to the existence of a national ID system that provides a level of trust and verification for employers [14][20]. - The absence of such a mechanism in the U.S. necessitates alternative methods for establishing trust, such as requiring proof of a stable residential address, which can be more costly and complex [22][23]. Group 3: Societal Implications - The article argues that policies perceived as beneficial, such as free healthcare and education, can inadvertently create barriers that disproportionately affect the middle class, leading to increased financial burdens [30][34]. - The "kill line" serves as a metaphorical tax on maintaining a certain standard of living, where individuals must meet various requirements to avoid financial disaster [35][36]. Group 4: Economic Vulnerability - The middle class is particularly vulnerable to the "kill line" due to their higher fixed costs and the precarious nature of their financial situations, where even minor risks can lead to significant consequences [37][38]. - The article suggests that lower-income individuals, such as certain communities of color, may have developed resilience strategies that allow them to navigate these challenges more effectively [40][41]. Group 5: Broader Context - The discussion extends to the historical context of capitalism and the evolution of societal structures that create these economic pressures, emphasizing that the mechanisms of trust and risk management have varied across cultures and time periods [16][19]. - The narrative critiques the notion that all policies are inherently good, suggesting that many well-intentioned initiatives can lead to adverse outcomes for specific demographics, particularly the middle class [32][35].

Core Viewpoint - The European Union has decided to eliminate the import tax exemption for cross-border packages valued under 150 euros starting in 2026, which will significantly impact Chinese cross-border e-commerce sellers [4][5]. Policy Changes - The EU will impose a temporary tax of 3 euros on each cross-border e-commerce package valued under 150 euros starting July 2026 [4]. - This policy's implementation has been moved up by two years, affecting many Chinese sellers who previously relied on this exemption to maintain high margins and rapid turnover [4][5]. Cost Implications - The removal of the 150-euro exemption is expected to increase overall operational costs by 5 to 10 percentage points due to additional compliance, declaration, and warehousing costs [8]. - Platforms may experience a short-term profit compression of around 10%, while sellers will face further margin pressure [8]. Market Reactions - In the short term, cross-border e-commerce platforms in Europe may adopt a strategy of maintaining prices to stabilize the market, potentially through subsidies and profit dilution [9]. - After the price adjustment period, overall prices in the European market are likely to rise by more than 5% [10]. Order Fluctuations - Price increases may lead to a decline in order volumes, creating a transitional phase from reduced orders to stabilized pricing in the first half of 2026 [12]. - A similar situation occurred in the U.S. market in 2025 when the $800 tax exemption was removed, leading to a price adjustment phase [13]. Strategic Adjustments - Cross-border e-commerce platforms are shifting their inventory and logistics strategies, moving away from low-stock direct shipping to more strategic inventory planning [15]. - There is a noticeable trend towards increased use of sea and land transport, reducing reliance on expensive air freight, which helps distribute shipping costs [15]. Local Partnerships - Many platforms are accelerating the establishment of warehouses in Europe and collaborating with local delivery services to reduce last-mile delivery costs [16][17]. - The cost of door-to-door delivery in Europe is approximately $3, while self-pickup options cost around $2 [17]. Survival of the Fittest - The changes brought by the tax policy will favor companies that can enhance compliance and supply chain efficiency, while smaller sellers relying on low-cost strategies may face significant challenges [18]. - Larger merchants with monthly revenues exceeding $300,000 are expected to absorb the cost increases more effectively than smaller sellers [18]. Industry Outlook - The early implementation of the tax policy indicates that Chinese platforms have been preparing for these changes, focusing on compliance and operational efficiency [19]. - The tax changes may lead to industry consolidation, with stronger, compliant platforms gaining a competitive edge while smaller, less compliant sellers may be eliminated [20][21].

Core Viewpoint - The article discusses Palantir's innovative scholarship program aimed at recruiting top high school graduates with a monthly salary of approximately $5,400, challenging the traditional college education model and reflecting a shift in societal values regarding education and employment [4][5][7]. Group 1: Palantir's Scholarship Program - Palantir's scholarship program directly recruits outstanding high school graduates, offering them a high salary to forgo prestigious college admissions [5]. - The program has sparked intense debate in the U.S., with supporters viewing it as a means to break class barriers and critics fearing it may lead to corporate indoctrination [8][9]. - The program reflects a growing distrust in higher education, with only 36% of Americans expressing confidence in universities by 2024, a significant drop from 57% in 2015 [10]. Group 2: Changing Perceptions of Higher Education - The article highlights a decline in trust towards higher education, with 32% of Americans expressing almost no confidence in universities due to issues like political indoctrination and high tuition costs [10]. - Despite the skepticism, college remains the mainstream choice for American youth, although immediate enrollment rates have decreased from around 70% in 2009 to approximately 62.8% in 2025 [10][11]. - The disparity in college graduation rates based on parental education levels indicates a significant issue of educational equity in the U.S., with only 22% of children from non-college-educated parents obtaining degrees compared to 68% from college-educated parents [11]. Group 3: Palantir's Business Model and Impact - Palantir, founded in 2003, specializes in big data analytics and AI software, providing critical decision-making support to government and large enterprises [14][17]. - The company’s unique business model involves deploying engineers directly to clients to customize software solutions, emphasizing practical application over traditional advertising sales [17]. - Palantir's products, such as Gotham and Foundry, have been instrumental in various sectors, including defense and aerospace, showcasing the company's significant role in modern technological applications [18]. Group 4: Skills Over Degrees - The article emphasizes a societal shift towards valuing skills over formal education, with over 70% of employers seeking alternative evaluation methods beyond degrees [27]. - A survey indicated that 53% of U.S. employers have removed degree requirements from job postings, reflecting a growing trend towards skills-based hiring [29]. - The financial burden of student loans, exceeding $1.6 trillion, has led to a consensus that traditional four-year degrees may represent a misallocation of resources in the current economic climate [30]. Group 5: Future Implications - The emergence of programs like Palantir's signals a potential transition to a post-degree era, where practical experience and skills take precedence over academic credentials [29][30]. - The article suggests that if top talent increasingly opts for direct employment in tech companies over traditional universities, a new class structure based on specific technical skills may develop [31]. - This shift reflects a broader trend of re-aligning technology with national interests, as companies like Palantir redefine the role of tech professionals in society [31].

Core Viewpoint - The article emphasizes the rapid evolution and acceleration of DingTalk's AI capabilities under the leadership of its founder, Wu Zhao, highlighting the importance of speed in the AI era [2][3][15]. Group 1: Product Development and Innovation - DingTalk has released over 20 AI products in a significant update, marking a major evolution since the launch of AI-native DingTalk 1.0 four months prior [2]. - The internal perception among product managers reflects a shift towards a fast-paced development cycle, with over 100 versions of DingTalk ONE developed in just six months [4][8]. - The introduction of DingTalk ONE represents a new interaction model that allows direct engagement with AI, moving away from traditional app complexity [8][14]. Group 2: User-Centric Approach - The development process involved intensive field research, where the team observed user behaviors rather than relying solely on user feedback, leading to a more effective identification of pain points [5][6]. - The AI-driven customer service model was implemented, allowing AI to handle most dialogues, enabling human agents to focus on personalized problem-solving [6][10]. - The design of DingTalk ONE evolved to balance user familiarity with innovative AI features, ensuring a sense of security while enhancing user experience [9][18]. Group 3: Strategic Positioning and Market Context - DingTalk's acceleration aligns with a broader trend among global AI companies, particularly in Silicon Valley, where rapid iteration is becoming the norm [3][15]. - The launch of DingTalk's Agent OS signifies a strategic shift towards an AI-centric operational framework, moving away from traditional mobile internet architectures [14][17]. - The competitive landscape is characterized by a sense of urgency, as companies must adapt quickly to avoid losing their market position in the face of AI advancements [18].

Core Viewpoint - The article discusses the strategic direction and challenges faced by WEY brand under Great Wall Motors, particularly focusing on the leadership change and future product strategies as the brand approaches its 10th anniversary in 2026 [2][6]. Group 1: Leadership and Management - The recent change in WEY's CEO, with Zhao Yongpo taking over, is seen as a response to the pressures of managing a high-end automotive brand [4][3]. - Great Wall Motors' Chairman Wei Jianjun emphasizes the need for a CEO to possess comprehensive skills to manage the entire automotive value chain effectively [3][4]. Group 2: Product Strategy - The product strategy for WEY includes "one car, multiple powertrains, one car, multiple forms, one car, multiple categories," which will guide the brand's offerings in 2026 and beyond [6][8]. - The upcoming high-end product will feature advanced multi-power technology and maintain the mechanical quality that Great Wall is known for [6][7]. Group 3: Production and Sales Efficiency - New models will be produced in the same factory and sold through the same channels as existing models to enhance production focus and reduce management costs [7][8]. - Great Wall has achieved comprehensive coverage in powertrain technology, including traditional and new energy sources, to adapt to global market trends [7][8]. Group 4: Market Position and Challenges - The brand's sales have shown significant recovery, with a 93.94% year-on-year increase in sales from January to November 2025, nearing the target of 100,000 annual sales [18]. - Wei Jianjun asserts that true high-end brands require time to develop a value proposition that resonates with consumers, indicating that the current high-end positioning in the Chinese market is still evolving [18][20]. Group 5: Competitive Landscape - The automotive industry is experiencing intense competition, with overcapacity and declining profits, pushing companies to adapt to new technologies and business models [19][22]. - Great Wall's average vehicle price remains competitive at around 180,000 yuan, which is higher than other leading domestic brands, providing a buffer during market downturns [21]. Group 6: Technological Advancements - The introduction of AI and smart technologies is crucial for maintaining a competitive edge, with Great Wall focusing on self-developed intelligent driving systems and data integration [12][22]. - The recent launch of the Blue Mountain Smart Edition showcases advancements in AI capabilities, including natural language processing and enhanced driving assistance features [12].