以下文章来源于版面之外 ，作者画画 版面之外 . 说实话，这种感觉挺微妙。大疆还是那个大疆，技术代差依然摆在那里。可为什么以前那些相敬如宾 的对手，现在都敢亮剑了？ 曾经被仰望的巨人，身边开始出现一些身影，它们不再只是仰望，而是走近了，甚至开始伸手触碰大 疆的边界。 不知道你发现没，以前聊无人机或者手持相机，聊来聊去最后只能聊到一个名字：大疆。在那个圈子 里，大疆就像个不食人间烟火的孤独求败者，它出新品，友商就集体保持沉默，或者默默改个发布日 期，避其锋芒。 但现在，风向变了。 就在最近，手机圈的 vivo 坐不住了，媒体报道显示vivo已经立项了 Vlog 相机项目，摆明了要和手 持云台相机 Pocket 系列正面硬刚。 在此之前，影石的创始人刘靖康，更是直接在朋友圈发长文，言辞犀利，甚至有点直接拆台的味道。 这在以前的科技圈挺少见。 版面之外，才是真相。 本文来自微信公众号： 版面之外 ，作者：画画，题图来自：视觉中国 大疆掌控的那片安静的天空，突然热闹了起来。 换句话说，大疆的敌人，为什么忽然变多了？ 一、那些不按套路出牌的对手 以前大家怕大疆，是因为大疆把硬核的产品做到了极致。 你想想看，避障算法、自 ...

以下文章来源于字母AI ，作者小金牙 字母AI . 聚焦前沿科技，抢先看到未来。 本文来自微信公众号： 字母AI ，作者：小金牙，题图来自：视觉中国 24小时内，两位华人离开xAI。而且都有奔向"超级个体"的可能性。 吴宇怀 （Tony Wu） 和Jimmy Ba均是xAI初创团队成员。 不管是今年2月发布Grok3，还是7月发布Grok4，发布会上吴宇怀都是直接坐在马斯克旁边，占据 着"C位"的。 吴宇怀没有给出明确的离职原因，发布的消息非常客气。 Jimmy Ba紧随其后，就在几个小时前发布消息，称这是在xAI的"最后一天"。 当吴宇怀占C位的时候，Jimmy Ba也往往就在身旁。他在业内是知名学者，在xAI直接向马斯克汇 报，是华人成员中层级最高的一位。 有意思的是，吴宇怀和Jimmy Ba都在离职信息里，表达了对未来的期待。吴宇怀称"一支配备人工智 能的小团队可以移山填海"，Jimmy Ba则认为"我们正迈向一个在正确工具加持下生产力提升100倍的 时代。" 这不禁让人想到当下大火的OpenClaw，及其所代表的"超级个体"时代。 近期已经有3位华人核心人才离开，在前不久，杨格 （Greg Yang） ...

Core Viewpoint - The article discusses the implications of the Panama Supreme Court's ruling that invalidated the port concession contracts of Li Ka-shing's Cheung Kong Group, transferring operational rights to Maersk, highlighting the geopolitical tensions between China and the U.S. in the maritime sector [5][6]. Group 1: Geopolitical Context - The ruling is seen as a critical event in the ongoing geopolitical struggle between China and the U.S., particularly in the maritime domain, where the U.S. has been promoting narratives of "Chinese maritime threats" [5][6]. - The U.S. maritime system relies on layered control and offshore outsourcing, leveraging its naval power for global shipping security, while China is developing an independent maritime system that challenges U.S. hegemony [6][11]. Group 2: Systemic Competition - The article emphasizes the need for a systemic analysis of significant commercial actions within the global shipping logistics sector, as they reflect power struggles over control of key supply chain segments [8][9]. - The sale of Cheung Kong's port network to a consortium led by MSC and BlackRock signifies a shift in global shipping dynamics, with potential implications for China's maritime enterprises [8][9]. Group 3: U.S. Strategic Responses - The U.S. has adopted a defensive posture, moving from offshore outsourcing to reshaping its domestic supply chains in response to perceived threats from China's maritime industry [28][30]. - Specific actions include legislative efforts to restrict the procurement of Chinese-made port equipment and investigations into China's shipbuilding capabilities, indicating a comprehensive strategy to limit China's maritime influence [29][30]. Group 4: China's Maritime Development - China's maritime industry has developed an independent and resilient supply chain, rooted in a comprehensive industrial system established over decades, which is now increasingly self-sufficient [21][24]. - The growth of China's shipping industry is driven by internal demand and has led to significant advancements in shipbuilding, port operations, and logistics, positioning it as a global leader in these sectors [24][25]. Group 5: Future Implications - The competition between the U.S. and China in the maritime sector is expected to be long-term and complex, with both nations vying for dominance in a system that is not merely about market share but involves deeper structural and geopolitical considerations [33][31]. - The evolving dynamics of global shipping will likely reshape supply chain risks and structures, reflecting the ongoing power struggle between the two nations [33][32].

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 【美国1月非农录得13万远超预期，市场削减美联储降息押注】 美东时间周三，美国劳工统计局公布的数据显示，美国1月非农就业人数录得13万人，大幅好于市场预期，为 此前就业增长疲弱的一年画上阶段性句号，也为新一年开局注入更强动能，一定程度缓解了外界对劳动力市场 放缓的担忧，支持美联储维持利率不变的政策路径。 具体数据显示，经季节性调整后，美国1月非农新增就业岗位13万个，远超市场预期的5.5万人，前值(12月份) 被小幅下修至4.8万人。 美国1月失业率录得4.3%，略低于市场预期的4.4%，创2025年8月以来新低。 数据公布后，现货黄金短线跳水近40美元，美元指数短线急升50点，非美货币普遍跳水，美国国债收益率也显 著走高。 【苹果据悉开发新版Siri再次遇挫，多项AI功能或推迟发布】 据媒体援引消息人士报道，苹果筹备已久的升级版Siri计划再次遇到挫折，该项目在最近几周的测试过程中遭 遇问题，可能导致多项备受期待的新功能推迟发布。 知情人士透露，苹果原计划在3月推出的iOS 26.4系统更新中加入这些新功能，但 ...

Core Viewpoint - The article discusses the signs of recovery in the real estate market, particularly in the second-hand housing sector, with various cities showing improved transaction volumes and price stabilization [4][10][18]. Group 1: Market Recovery Indicators - As of January 2026, the year-on-year decline in second-hand housing transaction area in 22 cities narrowed from 26.8% to 13.0%, indicating a recovery trend [5]. - The transaction area for second-hand homes in 22 cities reached 279.0 million square meters by the end of January, marking the highest level since June 2025, with a year-on-year increase of 17.7% [5][12]. - Real-time signing data from real estate agents shows a 27.0% year-on-year increase in second-hand home transactions across 26 key cities as of January, with an 18.5% month-on-month growth [5][16]. Group 2: Price Trends - The nationwide average listing price for second-hand homes in January 2026 decreased by 0.85% month-on-month, a reduction in the decline rate compared to previous months [11]. - The listing price decline for first, second, and third-tier cities narrowed to 1.14%, 0.87%, and 0.73% respectively, indicating a stabilization in prices [11][9]. - The average price of second-hand homes in 100 cities was reported at 12,900 yuan per square meter, reflecting a narrowing of the price drop [11]. Group 3: Regional Performance - Major cities like Beijing, Shanghai, Guangzhou, and Shenzhen showed significant transaction volumes, with Beijing exceeding 15,000 transactions in January, marking a stable recovery [13][14][15]. - In January, Guangzhou recorded 8,881 transactions, a slight increase of 1.07% month-on-month, while Shenzhen saw a 2.9% increase, with a notable year-on-year growth of 45.5% [15] . Group 4: Policy Implications - The article highlights the introduction of policies aimed at stabilizing the real estate market, including the exploration of purchasing second-hand homes for rental housing in cities like Shanghai [34][36]. - The "old-for-new" policy in Shanghai aims to facilitate transactions by reducing costs for buyers and increasing the supply of rental housing, which could enhance market activity [35][39]. - Experts suggest that the current market conditions, including improved demand and reduced price declines, may lead to a "small spring" in the real estate market, particularly in core cities [25][27].

以下文章来源于凤凰网财经 ，作者风暴眼 "镣铐"：电子的与非电子的 韩守义站在机动车道边缘，扫帚紧贴着人行道路缘石，刷出"簌簌"的声响。他将收集起来的一簸箕垃 圾，一股脑倒进身后三轮作业车上高耸的塑料筐里。这是2月3日凌晨的山东临沂兰山区，气温刚到0 度。他头上戴一顶毛线帽，看起来不怎么顶用，鼻头冻得发红，鼻涕都来不及擦。 凤凰网财经 . 你好，我们是凤凰网财经，全球华人都在看的财经公众号，传播最有价值的财经报道，你值得关注！欢 迎访问：http://finance.ifeng.com/ 本文来自微信公众号： 凤凰网财经 ，作者：吕银玲，题图来自：视觉中国 在环卫工这个行当，有些事情是可以粗略计算的：比如每天走3万来步，弯腰400多次，一个树坑里 可能藏着60几个烟头，手里的垃圾袋有四五十斤重；有人的休息时间不能超过10分钟，更是杜绝半 小时以上的停留和脱岗，路面的垃圾滞留时间不能超过15分钟…… 更多的事情无法计算。比如每天的实际工作时间可能要比打卡记录显示的数字更长，加班也没有加班 费；比如每个人扔垃圾的速度和街上的狗排便的时段，都是不确定的；比如数不清的、没完没了的落 叶，砖缝里反复冒出头的杂草，基孔肯 ...

以下文章来源于底线思维 ，作者白玉京 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 ，作者：白玉京 当马斯克推动SpaceX收购xAI，并提出"太空可能成为生成式AI算力成本最低的地方"时，很多人还 没意识到新一轮太空竞赛的发令枪已经打响。 几乎在同一时间，SpaceX向美国联邦通信委员会申请部署数量高达100万颗的低轨卫星网络，这一动 作更像是在为某种超出现有通信需求的体系提前占位。两件事放在一起看，很难再把它们理解为彼此 孤立的商业决策。 过去几年，人工智能竞争常被简化为芯片性能和模型规模的比拼，但随着训练和推理规模持续放大， 电力消耗、散热能力以及数据中心扩容，正逐渐成为算力增长的现实瓶颈。 在这样的背景下，把算力与通信系统一并推向太空，不再只是科幻式设想，而是一种围绕能源条件、 系统结构和长期成本的现实选择。太空算力真正要回答的，远不只是芯片性能问题，而是能源从哪里 来、系统能否闭环，以及是否具备工程可行性。 如果说在低轨巨型互联网星座上，中国更多是在追赶别人已经跑通的路径，那么在"天算"这个尚未定 型的新赛道上，至少仍然存在提前进入、参与定义的空间。"天算"未必会变成第二个星链，但 ...

Core Viewpoint - The article discusses the emergence of the iKKO MindOne, an AI smartphone that has achieved significant pre-sale success, highlighting a shift in the smartphone market towards more specialized, efficient devices rather than traditional all-in-one models [5][12][38]. Group 1: Market Context - The smartphone market has become increasingly homogeneous, with incremental updates failing to excite consumers, leading to a consensus that current devices lack innovation [6][7]. - Major brands like Apple maintain high market shares despite minimal changes, indicating a lack of necessity for significant innovation in their offerings [6][7]. - The article notes that the AI smartphone concept gained traction following the introduction of a device by Nubia and Doubao, which integrated AI capabilities into its functionality [20]. Group 2: iKKO MindOne Overview - iKKO MindOne has achieved over 50 million yuan in pre-sales, with 30 million yuan from consumers and 20 million yuan from businesses, marking a notable achievement for a new brand in a saturated market [12]. - The device features a compact design, weighing less than an iPhone Air, and sacrifices certain functionalities like wireless charging and 5G to maintain a slim profile [14]. - The camera utilizes a 50-megapixel Sony module that can flip for both front and rear photography, optimizing the use of space within the device [16]. Group 3: AI Integration and Functionality - The MindOne operates on a unique iKKO AI OS, which focuses on efficiency tools such as translation, summarization, and information processing, rather than traditional app ecosystems [25][27]. - The device is designed to separate AI functionalities from standard applications, creating a dedicated workspace for productivity [25][27]. - iKKO aims to provide AI capabilities without subscription fees, positioning itself as a cost-effective solution for users [36]. Group 4: Competitive Landscape and Future Outlook - The article emphasizes that the future of AI smartphones lies in their ability to integrate deeply with system architecture and user data, rather than merely functioning as applications [22][24]. - iKKO's approach is seen as a challenge to the conventional smartphone model, aiming to redefine user interaction with mobile technology [40]. - The company believes that its focus on a streamlined, efficient device will resonate with users seeking practical tools rather than just entertainment [38][40].

Core Viewpoint - The article highlights a significant disparity in engineering graduate numbers between China and the United States, emphasizing the implications for innovation and industry in both countries [4][9]. Group 1: Graduate Numbers - China graduated approximately 1.3 million engineers last year, while the U.S. produced only about 130,000 to 145,000 engineering bachelor's degrees annually [4][6][9]. - If including broader STEM fields, China's annual graduate numbers could reach up to 5 million [9]. - The U.S. has seen a loss of over 10,000 STEM PhD holders in just one year, indicating a talent drain in critical fields [11][12]. Group 2: Industry Implications - The U.S. faces a "talent hemorrhage" with a significant portion of its engineering graduates shifting to finance or tech sectors, leaving a shortage of traditional engineering roles [20][21]. - In contrast, China's engineering workforce is characterized by a large number of practical engineers capable of hands-on work, which is essential for infrastructure development [21][22]. - The article argues that the U.S. is relying on AI to compensate for its engineering talent shortage, suggesting that this may not be a sustainable solution [30][41]. Group 3: AI as a Solution - The U.S. strategy involves using AI to replace lower-level engineering tasks, potentially leading to a future where skilled engineers are less prevalent [30][36]. - The concept of AI acting as an "apprentice" in engineering teams is presented as a double-edged sword, raising concerns about the loss of essential hands-on experience for future engineers [38][42]. - The article warns that over-reliance on AI could create a vacuum in the engineering workforce, with a lack of mid-level engineers to bridge the gap between senior engineers and AI [44]. Group 4: Lessons for China - The situation in the U.S. serves as a cautionary tale for China, emphasizing the importance of maintaining a robust engineering workforce as a strategic advantage [46]. - Despite criticisms of China's education system, the large number of engineers is viewed as a foundational strength for its manufacturing sector [47][48]. - The article concludes that true innovation will require a combination of deep physical intuition and the ability to leverage AI effectively, rather than relying solely on technology [49].

DT商业观察 . 第一财经旗下年轻态财经商业媒体。关注消费、互联网、电商、文娱、科技、城市等领域，融合媒体和 研究机构的禀赋，厘清趋势和商业间的关系，用年轻化的视角认识商业世界。 以下文章来源于DT商业观察 ，作者DT商业观察 本文来自微信公众号： DT商业观察 ，作者：DT商业观察 ， 题图来自：AI生成 曾经，"有钱没钱，回家过年"是刻在中国人骨子里的春节执念，被几代人奉为圭臬。 可如今，浩浩荡荡的春运大潮，价格暴涨的机票，以及"在家待3天就被爸妈念叨""逢年过节必被亲戚 花式问候"的经历，让"回家过年"，正从理所当然的必选项，变成越来越多人反复权衡的选择题。 《DT商业观察》发现，现如今，一大批人开始放弃"回老家过年"，在异地他乡，开启新的过年方 式。 避开人潮，"反向过年" 今年春节，很多年轻人调转了回家的方向，从"自己返乡过年"转变为"接父母来大城市过年"。 同程旅行《2026年春节旅行趋势报告》显示，春节前夕，一批由中小机场飞往北京、上海、广州、 深圳的"反向"机票预订热度增长显著，热门航线主要包括榆林-上海、衡阳-北京、宜宾-深圳、盐城- 广州、长治-上海等。 美团旅行数据有相似的洞察：2月初至 ...