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字节砍掉的“麻烦”,沙特483亿接盘了
虎嗅APP· 2026-02-16 02:42
Core Viewpoint - ByteDance is selling Moonton Technology to Savvy Games Group for an estimated valuation of $6-7 billion, marking a significant profit from its initial acquisition price of around $4 billion in 2021, reflecting over 50% book profit [5][6][12]. Group 1: Sale Details - The sale is expected to be finalized with a share purchase agreement in February, with completion anticipated by Q1 2026 [5]. - The deal includes multiple in-development games and assets from various studios, indicating a strategic divestment while retaining other core gaming teams [5][7]. Group 2: Strategic Shift - ByteDance's strategy has shifted from "boundaryless expansion" to "focusing on core areas," emphasizing resource allocation towards high-return sectors like AI, e-commerce, and short videos [18][22]. - The gaming sector, characterized by high uncertainty and long-term investment needs, has been deprioritized in favor of sectors that align better with ByteDance's strengths in traffic distribution and algorithmic recommendations [18][19]. Group 3: Moonton's Performance - Moonton has maintained a healthy performance, with its flagship game, "Mobile Legends: Bang Bang," generating nearly $2.4 billion in revenue since launch and showing a 122% quarter-over-quarter revenue growth as of January 2026 [12][17][29]. - The game has established a robust esports ecosystem in Southeast Asia, further enhancing its market position [12]. Group 4: Market Context - The Chinese gaming industry faced a turning point in 2021, with a significant slowdown in domestic market growth, prompting companies to seek international expansion [9][11]. - ByteDance's aggressive acquisition strategy during this period aimed to leverage its traffic advantages to reshape the gaming industry, but the anticipated synergies with Moonton did not materialize as expected [11][34]. Group 5: Acquisition Rationale - The choice to sell to Saudi Arabia's Savvy Games Group rather than domestic competitors like Tencent was driven by the need for a swift transaction and the avoidance of regulatory hurdles associated with domestic competition and international scrutiny [24][25][27]. - Savvy Games Group's acquisition aligns with Saudi Arabia's Vision 2030, aiming to diversify its economy and develop a robust gaming and esports sector [27][28].
不写一行代码,和AI聊了两天,我居然上线了一个软件?
虎嗅APP· 2026-02-16 02:42
Core Viewpoint - The article emphasizes the accessibility of AI tools for non-technical individuals to create software products, demonstrating that even those without coding knowledge can successfully develop functional applications with minimal investment and time [5][6]. Group 1: Motivation and Initial Steps - The motivation for creating a software tool stemmed from the author's frustration with video cover images and the high costs associated with existing AI image generation tools [7][11]. - The author suggests that before diving into development, it is crucial to clearly define the project requirements, as vague ideas can lead to ineffective outcomes [12][14]. Group 2: Development Process - After clarifying the requirements, the author utilized Google AI Studio to create a basic webpage layout using natural language, which allowed for quick iterations and adjustments [19][23]. - For more complex functionalities like user registration and payment processing, the author transitioned to using Claude Code, which provided a more robust solution compared to other tools [28][29]. Group 3: Implementation and Learning - The development process involved a collaborative approach with AI, where the author provided input and received detailed plans for implementation, including database setup and payment integration [34][35]. - The author highlighted the importance of hands-on learning, as interacting with AI during the coding process not only facilitated project completion but also enhanced understanding of the underlying concepts [43][44]. Group 4: Finalization and Deployment - Once the coding was complete, the author deployed the application to a cloud server and purchased a domain name to make the software accessible to users [46][49]. - The article concludes with two key recommendations: clearly define project goals and start by solving personal problems, which can lead to the development of useful tools [54][56].
可口可乐涨价变味后,突然卖不动了?
虎嗅APP· 2026-02-15 13:04
Core Viewpoint - Coca-Cola has reported its first zero growth in global single-serve sales in a decade, indicating a significant decline in sales performance, particularly in the Asia-Pacific region, where operating profit dropped by 5% year-on-year and 36% in Q4 [4][6]. Group 1: Sales Performance - In 2025, Coca-Cola's global single-serve sales remained flat, marking a decade of zero growth, with revenue of $47.941 billion and a net profit of $13.137 billion, reflecting a 2% and 23% increase respectively [6]. - The decline in sales is attributed to stagnation in key markets such as the U.S., Mexico, and Thailand, which offset growth in Central Asia, North Africa, and Brazil [6][8]. - The Asia-Pacific region, including China, saw a revenue drop to $1.139 billion, down 7% year-on-year, with operating profit falling by 36% [6][9]. Group 2: Market Challenges - Coca-Cola faces increasing competition from local brands like Eastroc Super Drink, Nongfu Spring, and Genki Forest, which have shown strong market performance [10]. - The company's price hikes have led to consumer dissatisfaction, with many reporting changes in taste and quality, contributing to a decline in brand reputation [12][14]. - The shift in consumer preferences and the company's failure to adapt to these changes have resulted in reduced impulse purchases [12][15]. Group 3: Pricing Strategy - Coca-Cola has implemented multiple price increases, with product prices rising by 4% in 2025, despite stagnant sales [14]. - In various regions, prices for products have increased by 7% to 25%, with the price of a 500ml bottle rising from 3 yuan to 3.5 yuan [14]. - Experts suggest that relying solely on price increases is unsustainable, and the company must focus on volume to share costs, or risk falling into a cycle of declining sales [15]. Group 4: Leadership Changes - Coca-Cola's current COO, Brian Smith, is set to replace CEO James Quincey on March 31, 2026, raising questions about the company's future direction in the Chinese market [15][17].
英伟达的AI芯片,被卖马桶和织布的“卡”了脖子
虎嗅APP· 2026-02-15 13:04
Core Viewpoint - The article discusses the unexpected beneficiaries of the AI boom, highlighting how various companies from different industries are profiting from the increased demand for AI-related technologies and materials. Group 1: Supply Chain Challenges - Nvidia has decided to allocate its production capacity to AI instead of releasing new graphics cards, leading to frustration among PC gamers [4][5]. - The price of memory components, such as a 256GB DDR5 memory kit, has skyrocketed, comparable to the cost of a house in Shanghai [4][5]. - The demand for T-glass, a special glass fiber fabric used in advanced chip packaging, has surged, causing significant price increases from manufacturers like Nittobo and Resonac [10]. Group 2: Diverse Industry Winners - TOTO, a well-known bathroom products company, has seen its stock price soar due to its development of a static suction cup used in chip manufacturing, which is crucial for handling delicate silicon wafers [12][14]. - Ajinomoto, originally a seasoning company, has created a valuable insulating film for semiconductors, which is now essential in the packaging of CPUs and GPUs [19][21]. - Kao, a consumer goods company, has developed a specialized cleaning agent for silicon wafers, ensuring cleanliness during chip production [24][26]. Group 3: Innovative Solutions - A Taiwanese company, Chuanhu Technology, has developed robust drawer slides for heavy AI server racks, showcasing how traditional manufacturing can adapt to high-tech needs [30][31]. - The article emphasizes that the AI industry relies on various materials and technologies from seemingly unrelated sectors, illustrating the interconnectedness of modern technology [32].
奥迪,只要10万了
虎嗅APP· 2026-02-15 13:04
毕竟,作为德系车老大,奥迪车头的"四个圈"不仅是一枚车标,更是一种身份象征。 以下文章来源于盐财经 ,作者辰夕 盐财经 . 洞察趋势,睿智人生。《南风窗》旗下专业财经媒体。 本文来自微信公众号: 盐财经 ,作者:辰夕,编辑:|江江 几年前,如果有人和你说,10万出头就能买到一辆全新的奥迪,你一定会认为是在开玩笑。 早在上世纪80年代,首批499辆奥迪100面市后,迅速填补了空缺许久的高档轿车市场,一度成为了 我国公务用车的首选,有着极其强烈的公众认知。甚至在很长一段时间里,在街上看到"某某坐奥 迪",往往可以引发身份的猜测。 因此,对不少大众消费者而言,拥有一辆奥迪,意味着体面与进阶,是人生第一辆豪华车的重要节 点。 然而,到了2026年初,10万/台奥迪这样的价格已经真实出现在市场上。 网友购买的奥迪A3 随着宝马宣布多款车型降价、奔驰降幅直逼12%,奥迪也将入门级A3的终端价格压至10万元出头。 这一数字,与大众朗逸、丰田卡罗拉等主流家用车型处在同一区间。换句话说,曾经被仰望的奥迪, 如今变得触手可及了。 不过,价格下探并未带来预期中的销售热潮。甚至有部分城市的奥迪4S店陆续关停,从天津到开 封,曾经灯火 ...
中国最惨大学专业,已经开始招不满人了
虎嗅APP· 2026-02-15 09:39
Core Viewpoint - The article discusses the decline of foreign language majors in Chinese universities, highlighting the impact of AI on the job market and the diminishing appeal of these programs among students [3][4][5]. Group 1: Decline of Foreign Language Majors - Foreign language majors have been experiencing a significant decline, with the number of programs being cut increasing from 22 in 2018 to 36 in 2022 [6][10]. - In 2023, over 60 foreign language programs in Jiangsu failed to meet enrollment targets, with the worst year seeing a need to recruit an additional 280 students [10][12]. - The trend of declining interest in foreign language studies has led to the rebranding of foreign language colleges into broader fields such as cultural communication and international education [10][12]. Group 2: Job Market Challenges - Graduates from foreign language programs are facing difficulties in the job market, with average salaries for foreign language graduates lagging behind the national average, at around 9,568 yuan per month five years post-graduation [25][26]. - The emergence of AI technologies has further complicated job prospects for foreign language graduates, as AI can perform translation tasks more efficiently and at a lower cost [28][34]. - A survey indicated that the percentage of translation professionals reporting reduced business due to AI increased from 25% to 51% over two years, highlighting the growing impact of AI on the translation industry [32][34]. Group 3: Educational and Professional Implications - The traditional educational approach in foreign language studies, which emphasizes grammar and conversation skills, is becoming less relevant as the job market demands additional skills beyond language proficiency [21][29]. - The perception of foreign language skills as a unique asset has diminished, making it challenging for graduates to stand out in a competitive job market [18][21]. - The article suggests that many foreign language graduates may need to consider transitioning to other fields to find better employment opportunities, as the demand for traditional language skills continues to decline [36].
包厢靠抢,套餐变小,私厨上门成顶流……马年年夜饭怎么吃?
虎嗅APP· 2026-02-15 09:39
Core Viewpoint - The article highlights the booming demand for "New Year's Eve dinners" in the restaurant industry, with many establishments experiencing a surge in reservations and a shift towards smaller, more intimate dining experiences [4][8]. Reservation Trends - Many mid-to-high-end restaurants and time-honored brands have reported that reservations for New Year's Eve dinners are selling out quickly, indicating a strong market demand [4][5]. - For example, Quanjude has seen a 16% year-on-year increase in reservations, with a total of 919 tables booked by February 2026 [4]. - Haidilao has received over 50,000 reservations for New Year's Eve dining, with more than 1,000 locations operating on the holiday [4]. Market Changes - The New Year's Eve dinner market is evolving, with a noticeable trend towards smaller, more manageable dining packages for families and small groups [11][15]. - In Shanghai, many traditional restaurants have already sold out their New Year's Eve dinner seats, leading consumers to seek alternatives like "New Year's lunch" [10]. - The demand for 3-6 person packages has surged, reflecting a shift towards smaller family gatherings [11][15]. Innovative Offerings - Restaurants are introducing innovative dishes and themed packages to attract customers, such as Quanjude's "Bite Spring" set menu and Haidilao's collaboration with the My Little Pony brand [20][21]. - Many establishments are focusing on high-quality ingredients and personalized service to enhance the dining experience [6][20]. Home Dining Trends - There is a growing trend of families opting for home-cooked New Year's Eve dinners, with pre-packaged meal kits seeing a 180% increase in sales [26]. - Various restaurants and retailers are launching ready-to-eat and semi-prepared meal kits, catering to the demand for convenience [27][28]. Emotional Value in Dining - The article notes a shift in consumer expectations, with families prioritizing emotional connections and experiences over mere presentation and extravagance [32]. - The competition in the New Year's Eve dinner market is increasingly focused on product quality, service, and overall value rather than just price [32][33].
人类已经不再是地球上最聪明的存在了
虎嗅APP· 2026-02-15 09:39
Group 1 - The article discusses the emergence of AI as a dominant intelligence, suggesting that humans are no longer the smartest beings on Earth, which raises concerns about the future of human roles and value in society [5][12][27] - It highlights the rapid evolution of AI capabilities, indicating that AI models are doubling in task complexity approximately every six months, surpassing human performance in various fields [14][16][19] - The article draws parallels between the current AI revolution and historical events, suggesting that the societal impact of AI will be more profound and rapid than previous technological revolutions [19][24][27] Group 2 - The text emphasizes the psychological impact of AI on human identity and value, noting that as AI becomes more capable, human intelligence may lose its status as a valuable asset, leading to feelings of deprivation and anxiety [30][31][32] - It argues that the relationship between humans and AI could resemble that of colonizers and indigenous peoples, where humans may lose control over their destiny and resources to a more powerful AI [24][25][27] - The article concludes with a call for individuals to adapt to the changing landscape by actively engaging with AI technologies while acknowledging the potential loss of human supremacy [42][43][46]
Seedance2.0炸场之后,豆包Seed2.0能否再度勇攀高峰?
虎嗅APP· 2026-02-15 02:32
以下文章来源于极客公园 ,作者连冉 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:连冉,编辑:郑玄,原文标题:《Seedance 2.0 炸场之 后,豆包 Seed2.0 能否再度勇攀高峰?》 真正决定豆包2.0能否承载Agent场景的,仍然是底层能力本身。 首先是逻辑推理能力的显著提升。在推理与数学等核心评测维度上,豆包2.0已经进入与Gemini 3 Pro同一梯队的区间。但比榜单更重要的是,它在真实任务中的表现更加稳定:能够完成复杂任务的 结构化拆解,建立因果链条,进行多步规划,并在最终输出前进行结果校验。 | Capability Benchmark | Seed2.0 | | Seed2.0 Seed2.0 | GPT-5.2 | GPT-5 | Claude | Claude | Gemini 3 | Gemini 3 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | Pro | Lite | Mini | High | mini-High ...
土豆粉“隐形冠军”:关店600家后,年营收却翻了数倍
虎嗅APP· 2026-02-15 02:32
以下文章来源于商业弧光 ,作者李佳琪 商业弧光 . 听风者,捕光人,最准点的商业节拍 越收缩,越赚钱? 出品|虎嗅商业消费组 作者|李佳琪 编辑|苗正卿 题图|姐弟俩土豆粉 2026 年的中国餐饮市场,正处在一个充满矛盾的十字路口:一边是网红品牌如走马灯般更迭,平均生命周 期不足 18 个月。另一边是传统连锁品牌在存量竞争中挣扎,或陷入规模扩张的陷阱,或在数字化浪潮中迷 失方向。 在这样的背景下,一家2001年从河南郑州一个4平米小店起家,七年间迅速将门店扩张至上千家,后又大幅 收缩的品牌——姐弟俩土豆粉,引起了虎嗅的关注。 不仅因为它是中式快餐土豆粉细分品类的 "隐形冠军",更因为它的发展轨迹,恰是中国本土餐饮穿越多个 周期的代表,是品牌从 "野蛮生长" 到 "理性进化" 的缩影。 创始人宋宝民创业的25 年,也是中国餐饮行业飞速发展的 25 年:从夫妻老婆店遍地开花,到连锁品牌崛 起。从线下堂食主导,到外卖、预制菜等新业态冲击。从吃饱的刚需消费,到吃好、吃健康、吃场景的品 质消费… 姐弟俩也并非一帆风顺。自2008年起,其门店数开始从1100余家主动收缩至500余家,全面停止加盟,再之 后几年投入巨资研发 ...