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宁德时代,给欧洲人上了一剂“猛药”
虎嗅APP· 2025-09-09 09:43
这近3倍的差距背后,核心阻碍并非政策,而是如何打消欧洲消费者心中根深蒂固的疑虑。根据壳牌今年6月的 一份调查,尽管欧洲新能源汽车销量不断增加,但欧洲燃油车用户对于新能源汽车的兴趣,从2024年的48%下 滑到了41%。"不升反降"现象的背后,是几个曾在中国市场同样上演过但要求更高的难题。 这些根植于使用习惯的担忧,叠加关税导致的价格壁垒,共同构成了欧洲新能源市场难以逾越的鸿沟。想要征 服这片大陆,中国企业别无选择,唯有拿出压箱底的技术,用无可争议的产品力正面回应。 于是,在慕尼黑,宁德时代为欧洲带来了一剂"猛药"——一套堪称当下最安全最全面的磷酸铁锂动力电池解决 方案"神行Pro"。 祭出"大杀器" 出品丨虎嗅汽车组 作者丨李赓 头图丨视觉中国 欧洲,已然成为全球动力电池当下最关键的"赛场"。 2025年上半年,全球新能源汽车市场新增的199万辆销量中,近90%由中国和欧洲贡献。但一个关键的分化正 在出现:中国的市场渗透率已飙升至44%,而欧洲尚在18%徘徊。 里程焦虑:对视汽车为必需品的欧洲人而言,续航太低是硬伤; 低温衰减:欧洲寒冷的冬季,是对电池性能最严酷的考验; 长期主义:与中国的消费习惯不同,欧洲人 ...
花两万去小城市“捡套房住”的年轻人,熬不过第一年
虎嗅APP· 2025-09-09 09:43
Core Viewpoint - The article discusses the evolving housing aspirations of young people in China, particularly the trend of purchasing properties in smaller cities as a response to the high housing prices in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen [4][5]. Summary by Sections Housing Market Trends - Young individuals are increasingly unable to afford high housing prices in first-tier cities, leading them to consider properties in surrounding areas and smaller cities like Kunshan, Yanjiao, Chengdu, Hangzhou, and Chongqing [5]. - Economic changes have resulted in stagnating housing prices in major cities, prompting a shift towards buying properties in smaller cities, where prices are more affordable [5]. Personal Stories - April, a young professional, faced job loss and limited savings, which led her to explore buying a home in a smaller city. She purchased a property in Shandong for only 13,500 yuan, motivated by the desire for stability and ownership [9][10]. - Another individual, a photographer named Ni Lu, sought a sense of belonging and security through homeownership. She traveled to Hokkaido, Japan, and eventually bought a house for 35,000 yuan, emphasizing the emotional and psychological benefits of having a personal space [12][17]. Challenges and Realizations - April's experience revealed the downsides of her purchase, including poor living conditions and a lack of social engagement in a small city, leading her to sell the property shortly after [23][24]. - Ni Lu, despite facing potential issues with her property, found comfort in the idea of having a home that provided her with a sense of security and a retreat from her busy life [21][25].
OpenAI真的需要一个产品经理
虎嗅APP· 2025-09-09 00:10
以下文章来源于直面AI ,作者苗正 直面AI . 聚焦前沿科技,抢先看到未来。 本文来自微信公众号: 直面AI ,作者:苗正,编辑:王靖,原文标题:《谷歌nano banana成功 后,OpenAI花11亿买了一家公司》,题图来自:视觉中国 2025年9月3日,OpenAI宣布:以约11亿美元的全股票交易方式,收购产品实验平台Statsig。伴随此 次收购,Statsig的创始人兼首席执行官Vijaye Raji将加入OpenAI,担任新设立的"应用部门首席技术 官" (CTO of Applications) 。 这一举动在行业内引起了广泛关注,其金额之高、动作之快,都表明这并非一次简单的业务版图扩 张。虽然这不是OpenAI第一次收购,但是OpenAI为何要在这个时间点投入如此巨大的资源去收购一 家主营业务为产品测试与实验的公司,并且还要为应用部门吸纳一名CTO? 一 要理解这一决策的根本动因,首先需要理解OpenAI当前所处的经营环境。自ChatGPT发布以来, OpenAI的营收实现了惊人的增长。2025年6月,奥特曼曾对外公开宣布,OpenAI已经实现了100亿 美元的年收入。 其核心盈利模式主要依 ...
股市见顶信号未现
虎嗅APP· 2025-09-09 00:10
Core Viewpoint - The article discusses the recent fluctuations in the A-share market, highlighting the contrasting views of pessimists and optimists regarding the current bull market and its sustainability [5][6]. Market Performance - As of September 4, the Shanghai Composite Index experienced a three-day decline with a cumulative drop of 2.83%, while the Sci-Tech Innovation Board Index fell by 8.74% [5]. - Following this decline, the market rebounded, recovering losses from September 3 [5]. Bull Market Signals - The article identifies three key indicators to assess whether the bull market is nearing its peak: 1. The "Buffett Indicator," which compares GDP to total market capitalization. Currently, this ratio is approximately 0.8, indicating the market is relatively undervalued [8][9]. 2. The ratio of household deposits to total market capitalization, currently around 1.5, suggesting there is still room for capital to flow into the stock market [8][9]. 3. The equity-bond yield spread, which indicates the relative attractiveness of stocks compared to bonds. The current dividend yield of A-shares is about 2.5%-2.8%, higher than the 10-year government bond yield of around 1.7% [11][12]. Investment Strategy - Investors are advised to gradually reduce their positions as the Buffett Indicator approaches 0.9, suggesting a potential market peak [13]. - The article recommends a "barbell strategy" for asset allocation, balancing between defensive assets like high-dividend stocks and growth sectors, particularly technology [15][16]. Technology Sector Focus - The technology sector is highlighted as the primary driver of the current bull market, benefiting from a favorable macroeconomic environment characterized by liquidity expansion and declining interest rates [17][19]. - The article emphasizes that technological advancements, particularly in AI, are reshaping asset valuations and driving market growth [19][21]. Market Dynamics - The article notes that the current market environment is more aligned with valuation expansion rather than profit recovery, with the Shanghai Composite Index surpassing 3800 points despite limited overall profit improvement [18][21]. - The ongoing technological innovations, especially in AI and robotics, are expected to significantly impact future market dynamics and growth potential [20][21]. Investment Timing - Investors are cautioned against chasing high prices and are encouraged to wait for significant market corrections (large bearish candles) to enter positions [24][25]. - The article stresses that successful investing in a bull market requires patience and strategic timing, particularly during periods of market panic [25].
早报 | 小米王腾因泄密被辞退;多地违规向死亡人员发放养老金;宇树科技辟谣估值500亿元;法国总理未通过信任投票将辞职
虎嗅APP· 2025-09-09 00:10
Group 1 - Xiaomi's employee Wang Teng was dismissed for leaking confidential information and serious violations of company policies [2][3] - Wang Teng held the position of General Manager of Xiaomi's China Marketing Department and was known for his outspoken nature [3][4] Group 2 - French Prime Minister Borne's government failed a confidence vote, leading to her resignation [5][6] - This marks the second resignation of a French Prime Minister in nine months, with a total of five expected within two years [6] Group 3 - Tesla's market share in the U.S. electric vehicle market dropped to 38%, the lowest in nearly eight years, due to increased competition [9] - Tesla previously held over 80% of the market share, but the decline is attributed to an aging product line and competition from new entrants [9] Group 4 - China Unicom received a license for satellite mobile communication services, allowing it to conduct satellite phone services [11] - Both China Unicom and China Telecom can now offer direct satellite phone services, while China Mobile is limited to satellite messaging [11] Group 5 - Meituan's CEO revealed that high-frequency riders earn an average income of 7,230 to 10,100 yuan, a 12% increase from the end of 2024 [17][18] - Meituan plans to extend pension subsidies to all types of riders nationwide [19] Group 6 - Apple is set to hold its fall product launch event, expected to unveil the iPhone 17 series, including the iPhone 17 Air [29][30] - The iPhone 17 Air is anticipated to feature a thickness of approximately 5.5mm and a 6.6-inch screen [30] Group 7 - The People's Bank of China signed bilateral currency swap agreements with the European Central Bank, Swiss National Bank, and Hungarian National Bank [13] - The agreements aim to enhance bilateral financial cooperation and stabilize financial markets [13]
谁在定义中国出海的下一个十年?
虎嗅APP· 2025-09-08 13:33
当人们谈论"中国出海",脑海中浮现的画面早已不再是集装箱与生产线。新的故事主角,是改写全球 社交版图的短视频APP,是凭借极致柔性供应链风靡海外的时尚品牌,也是深入产业毛细血管的企服 SaaS和工业软件。 这些并不是"下一个大航海时代"的想象,它已经在发生。 我们正在见证一场前所未有的出海模式重构: 我们希望用一次榜单,聚焦这些值得被记录、被看见的出海企业。 我们寻找的,不只是增长曲线好看的企业,而是那些正在重新定义"中国出海"含义的公司: 他们可能是领先全球布局的巨头,也可能是初露锋芒的新锐; 可能是一站式整合的服务平台,也可能是专注某一环节的隐形冠军。 虎嗅发起《2025年度出海标杆》榜单评选,设置三大奖项: 中国企业不再只是做低价供货者,而是定义平台规则、控制终端渠道、创造品牌价值的全链路参与 者。 从"供应链出海"到"品牌出海"再到"生态出海",中国力量正在全球商业版图上深刻留下自己的坐标。 新一代的出海企业,呈现出"全球化原生"的鲜明特质。他们生于数字时代,以技术和数据为舟,不必 亲身踏足每一片土地,却能精准捕捉不同文化圈层的脉搏。 所以,虎嗅出海榜单来了。 我们的评审将围绕以下五个核心维度,力求全 ...
中国最重要的五大城市群,定了
虎嗅APP· 2025-09-08 13:33
Core Viewpoint - The article discusses the recent policy document on promoting high-quality urban development in China, emphasizing the formation of a new urban cluster pattern characterized by "3+2+N" cities, with three world-class urban clusters and two domestic growth poles as the main drivers of urban development [4][19]. Group 1: Urban Clusters Overview - The document identifies three world-class urban clusters: Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macau Greater Bay Area, which are positioned as the main forces in urban development [4][19]. - The Chengdu-Chongqing area and the Central Yangtze region are recognized as important growth poles for high-quality development, enhancing regional coordination in the central and northeastern parts of China [4][19]. - The "14th Five-Year Plan" outlines 19 national urban clusters, forming a spatial pattern of "two horizontal and three vertical" urbanization [6][8]. Group 2: Classification of Urban Clusters - Urban clusters are categorized into three tiers: the first tier includes Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta, Chengdu-Chongqing, and Central Yangtze, which are in the "optimization and enhancement" category [8][10]. - The second tier consists of Shandong Peninsula, Guangdong-Fujian-Zhejiang, Central Plains, Guanzhong Plain, and Northern Bay urban clusters, which are in the "development and expansion" category [10][11]. - The third tier includes Harbin-Changchun, Liaoning Central South, Central Yunnan, Central Guizhou, and Northern Tianshan urban clusters, which are in the "cultivation and development" category [12][13]. Group 3: Strategic Importance of Urban Clusters - The three world-class urban clusters are crucial for global resource allocation, international competition, and national development, representing over 40% of China's total economic output [23][24]. - The article highlights that only the three world-class urban clusters and the Yangtze and Yellow River strategies are included in China's highest-level regional strategies, underscoring their strategic significance [24]. Group 4: Chengdu-Chongqing and Central Yangtze Regions - Chengdu-Chongqing is referred to as the "fourth pole" and the Central Yangtze as the "fifth pole," with the former being recognized for its transportation and strategic positioning [25][28]. - The Chengdu-Chongqing area has been officially endorsed as a significant growth pole for national high-quality development, marking its elevation from a "Western growth pole" to a "national growth pole" [31][32]. - The Central Yangtze region, while ambitious, remains more conceptual and faces challenges in becoming a fully realized growth pole due to its geographical and economic fragmentation [35][37].
普通人为什么很难变有钱?
虎嗅APP· 2025-09-08 13:33
Core Viewpoint - The article discusses the evolving nature of consumerism, emphasizing that modern consumerism is less about material possessions and more about lifestyle choices and identity, leading to a paradox where individuals struggle to convert emotional and creative efforts into sustainable economic returns [5][7][8]. Group 1: The Nature of Modern Consumerism - Traditional consumerism focused on material possessions, but modern consumerism is increasingly tied to lifestyle choices and identity, creating a more subtle form of consumption [7][8]. - The shift from "having" to "being" reflects a deeper societal change where consumption is linked to identity and social status, often masked as self-expression [8][19]. - The rise of lifestyle experiences, such as travel and unique dining, is seen as self-investment but often results in one-way spending without asset accumulation [21][24]. Group 2: Emotional Value and Economic Paradox - Emotional value has become a significant currency in relationships, but it requires substantial emotional labor, which is often overlooked in its economic implications [14][16]. - The difficulty in monetizing emotional value stems from its nature as a consumption rather than a production, making it challenging for individuals to achieve financial stability through emotional engagement alone [16][17]. - The article highlights that those who successfully leverage emotional value often do so through significant investment in personal development and emotional management [15][16]. Group 3: Capital and Consumption Dynamics - The methods of capital extraction have evolved, with a focus on guiding individuals to invest in immediate gratification rather than long-term wealth accumulation [19][20]. - The blurring lines between production and consumption in the age of social media lead many to mistakenly believe they are engaging in value creation when they are primarily consuming [23][24]. - The narrative of self-actualization through consumption persists, with individuals often equating spending with freedom, despite the underlying capitalistic logic remaining unchanged [25][26]. Group 4: Self-Awareness and Choice - True freedom lies in self-awareness regarding personal values and choices, distinguishing between genuine desires and those imposed by societal expectations [26][28]. - Individuals are encouraged to engage in lifestyle choices consciously, ensuring that their actions reflect their true intentions rather than algorithm-driven impulses [28].
Nano Banana有点ChatGPT时刻的味儿了
虎嗅APP· 2025-09-08 13:33
Core Viewpoint - Nano Banana has revolutionized AI image generation by enabling real-time, interactive creation through natural language dialogue, significantly enhancing user experience and engagement [6][7][8]. Group 1: User Experience and Growth - Nano Banana has attracted over 10 million new users to the Gemini App in a short period, showcasing its rapid adoption and popularity [7]. - The tool allows users to make precise modifications to images using simple commands, transforming the creative process into a fluid conversation rather than a rigid structure [10][11]. Group 2: Technological Innovations - The model's ability to remember conversations and maintain character consistency sets it apart from previous technologies, allowing for seamless integration of characters in various scenes [11]. - Nano Banana incorporates world knowledge and reasoning capabilities, enabling it to understand and execute complex instructions with contextual accuracy [14]. Group 3: Performance Metrics - Text rendering is considered a core performance indicator for Nano Banana, as it reflects the model's ability to handle structured visual information, which in turn enhances overall image quality [12]. - The introduction of interleaved generation allows the model to create multiple images within the same context, improving coherence and user experience [13]. Group 4: Future Directions - The team aims to enhance the model's intelligence, enabling it to interpret vague or incomplete instructions and exceed user expectations in creative outputs [15]. - Speculations about the underlying architecture suggest it may utilize a unified Transformer framework for better cross-modal generation, combining strengths from both language and image processing [17][18].
2025智驾“大逃杀”,谁能解决“长尾问题”?
虎嗅APP· 2025-09-08 10:35
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:林书,编辑:刘宇翔,原文标题:《2025智驾 "大逃 杀",谁会被VLA"绞杀"?》 2025年8月的最后一个星期,中国智能驾驶被骤然按下快进键——从算法底座到整车OTA,行业在短 短几天内,呈现出了 "VLA齐爆发" 的景观。 VLA ,即 Vision-Language-Action , 视觉 - 语言 - 行动模型 。 VLA 的快速商业化落地,正在重新 定义 " 高阶智驾 " 的技术门槛。 首先是理想汽车借纯电旗舰 i8 上市窗口,首次向全量用户推送" VLA 司机大模型";元戎启行于 8 月 26 日正式发布自研 VLA 大模型,推出名为 DeepRoute IO 2.0 的新平台,确定将在 5 款车型上使 用,覆盖累计约 20 万台车。 紧接着,小鹏汽车在 8 月 27 日的新 P7 发布会上端出新一代 VLA 架构,宣称时延 <100 ms 、规划 帧率 20 Hz ,刷新量产天花板。 与此同时, 华为代表的另一大路线 ——WA (世界行为模型) , ...