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短剧市场,霸总的“爹妈们”真的不够用了吗?
虎嗅APP· 2025-11-26 09:40
Core Viewpoint - The short drama market is experiencing a shortage of middle-aged actors, leading to a mismatch between supply and demand, as the industry requires experienced performers rather than amateurs pursuing acting dreams [4][5][14]. Group 1: Industry Demand and Supply - The short drama industry is facing an unprecedented production explosion, with 251 micro-dramas registered in Zhejiang and 2,656 in Zhengzhou within the first seven months of the year [10][20]. - Despite the apparent demand for middle-aged actors, the industry is not genuinely welcoming to them, as the fast-paced nature of short dramas often excludes older performers [14][20]. - The recruitment of middle-aged actors is complicated by the need for professional experience, as many aspiring actors lack the necessary skills and training [13][14]. Group 2: Challenges for Aspiring Actors - Many aspiring actors, including those encouraged by their children, face harsh realities when attempting to enter the industry, often finding themselves unprepared for the demands of acting [8][9]. - The industry has a preference for younger actors who can convincingly portray older roles through makeup and acting techniques, further marginalizing actual older actors [15][19]. - The recruitment process often leads to disappointment, as many hopefuls are met with vague promises and high training fees, rather than genuine opportunities [22][23]. Group 3: Misconceptions and Industry Dynamics - The perception of a "shortage" of middle-aged actors is partly fueled by the industry's focus on younger talent and the rapid production cycles of short dramas [20][22]. - The high daily wages advertised for roles often apply only to well-known actors, while ordinary roles pay significantly less, creating a misleading narrative about earnings in the industry [19][26]. - The influx of recruitment advertisements is often linked to training programs that exploit the aspirations of those seeking acting opportunities, rather than a true need for more actors [22][23].
奔驰的PPT,为何如此简洁?
虎嗅APP· 2025-11-26 09:40
Core Viewpoint - Mercedes-Benz is focusing on technological breakthroughs rather than just presenting data, as demonstrated by the unveiling of the Mercedes-AMG GT XX concept car at the 2025 Guangzhou Auto Show, which emphasizes innovation and cross-disciplinary collaboration through the new "XX Technology Project" [2][4][28] Group 1: Performance and Technology - The AMG GT XX concept car completed a remarkable 40,075 kilometers in 7 days, 13 hours, and 24 minutes, setting 25 world records, including a new record for the longest distance traveled by an electric vehicle in 24 hours at 5,479 kilometers [2][9] - The vehicle features an axial flux motor, which is lighter and more efficient than traditional radial motors, achieving a peak power exceeding 1,000 kW (1,360 horsepower) and a top speed of over 360 km/h [9][11] - Mercedes-Benz has established a dedicated factory for the production of the axial flux motor, incorporating over 100 processes, 35 of which are globally innovative, and has secured more than 30 patents [11] Group 2: Battery Technology - The AMG GT XX concept car utilizes a high-performance battery developed from F1 technology, featuring cylindrical cells with NCMA (nickel/cobalt/manganese/aluminum) materials, achieving an energy density of over 300 Wh/kg [12] - The vehicle employs an innovative immersion cooling technology for its battery cells, ensuring optimal temperature management and stable high-power charging and discharging during rapid acceleration and deceleration [12][14] Group 3: Charging Capabilities - The AMG GT XX can achieve an average charging power of over 850 kW, allowing for a range increase of 400 kilometers with just 5 minutes of charging under WLTP conditions [14] - It can maintain a peak charging power of 1,041 kW for approximately 2.5 minutes, showcasing its advanced charging capabilities [14] Group 4: Design and Emotional Value - The AMG GT XX concept car features a striking aerodynamic design with a drag coefficient of 0.19, utilizing innovative technologies such as variable blade aerodynamic wheels and plasma actuators [19] - The interior combines luxury with advanced technology, including 3D-printed seat cushions tailored to the driver's physique and the use of LABFIBER bio-tech leather, a first in the automotive industry [22] - Unique interactive features include external speakers integrated into the headlights and an AR racing helmet that projects vehicle data and driving strategies onto the road [24] Group 5: Future Implications - The technologies and innovations showcased in the AMG GT XX concept car are expected to be implemented in the upcoming Mercedes-AMG high-performance four-door electric vehicle, set to launch on the AMG.EA platform [26][28] - The "XX" project represents a commitment to breaking conventional thinking and fostering teamwork, indicating that these concept cars are serious and systematic experiments rather than mere showcases [28]
AI来了,印度IT产业怎么办?
虎嗅APP· 2025-11-26 09:40
Core Insights - The article discusses how AI is transforming India's core competitiveness, particularly in the IT sector, which has historically relied on a labor arbitrage model [4][10]. Group 1: The Rise of India's IT Industry - India's IT industry has contributed up to 7% of GDP over the past 30 years, despite employing only 1% of the workforce, making it a key economic engine [7]. - The "Y2K" crisis in 1999 provided a unique opportunity for Indian IT companies to take on labor-intensive coding tasks at competitive prices, leading to significant growth [12][14]. - From 2000 to 2010, India's IT service exports surged from approximately $4 billion to nearly $50 billion, with the industry's GDP contribution rising from 1.2% to 6.1% [20][21]. Group 2: Impact of AI on the IT Sector - AI is threatening the traditional labor arbitrage model, with predictions that a $1 billion AI service company may only need 1,000 employees, compared to nearly 30,000 for a traditional IT company [9][23]. - Major Indian IT firms have collectively reduced their workforce by over 60,000 in the past year due to AI's impact, leading to a hiring freeze across the industry [9]. - The shift from a labor-intensive model to an "intelligent leverage" model is evident, where a few top AI engineers can achieve outputs previously requiring thousands of workers [24]. Group 3: Strategic Responses from Indian IT Giants - Indian IT giants like TCS, Infosys, and Wipro are pivoting towards AI-driven strategies, moving away from reliance on human labor to enhance productivity through AI tools [32]. - TCS has developed the ignio™ AIOps platform, which has reduced IT operational costs by 15% and automated 58% of incidents [33]. - The industry is also focusing on reskilling employees, with TCS training over 600,000 staff in AI skills, aiming to adapt to the new technological landscape [34]. Group 4: Challenges and Government Initiatives - The Indian government has launched the "IndiaAI Mission," planning to invest over ₹10.37 billion (approximately $1.2 billion) to build AI infrastructure and support startups [48]. - The initiative includes establishing a vast computing network with at least 38,000 GPUs to alleviate computational bottlenecks [49]. - However, challenges remain, including a lack of high-end GPU production, a talent gap at the top levels of AI expertise, and insufficient venture capital for foundational model research [42][43][45]. Group 5: Lessons for China - India's IT transformation offers strategic insights for China, emphasizing the need to build a robust foundation in core technologies rather than relying solely on application-level success [58]. - The article suggests redefining talent development to focus on AI literacy and interdisciplinary education to prepare a workforce capable of collaborating with AI [61]. - It also highlights the importance of creating a symbiotic ecosystem between large enterprises and innovative SMEs to foster growth and prevent monopolization of data and computational resources [64].
梁建章有底气
虎嗅APP· 2025-11-25 23:55
Core Viewpoint - Ctrip Group reported strong financial performance in Q3 2025, with a significant increase in revenue and net profit, primarily driven by substantial other income from the sale of a stake in MakeMyTrip [2][5]. Financial Performance - In the first three quarters of 2025, Ctrip's revenue reached 471 billion, a year-on-year increase of 15.9%, and net profit was 291 billion, up 93.6% [2]. - The Q3 net profit was 199 billion, surpassing Kweichow Moutai's net profit of 192 billion by 3.6% [2]. - Ctrip's revenue in 2023 doubled to 446 billion, with a revenue index of 125, and is projected to reach 534 billion in 2024 [5]. - From 2019 to Q3 2025, Ctrip's revenue had a compound annual growth rate of 9.5% [7]. Revenue Breakdown - Accommodation bookings and transportation ticketing are the two main revenue streams, contributing 80% of total income [8]. - In 2019, accommodation revenue was 140 billion and transportation revenue was 135 billion, together accounting for 77% of total revenue [9]. - In 2023, accommodation and transportation revenue indices reached 128 and 132, respectively, indicating a strong recovery post-pandemic [10]. Cost Management - Ctrip has significantly improved its cost management, reducing total expense ratio by 12 percentage points since 2019 [14]. - In 2023, the gross profit margin increased to 81.8%, while the total expense ratio decreased to 56.3% compared to 2019 [16]. - By Q3 2025, Ctrip achieved a gross profit of 381 billion with a gross profit margin of 81.1% [16]. Competitive Landscape - The travel market is expected to see over 6 billion domestic trips and a total spending of 6.5 trillion by 2025, indicating a competitive environment with numerous players [22]. - Ctrip faces competition from various OTA platforms, traditional travel agencies, and new entrants like JD.com and Meituan [23][24]. - Ctrip's unique advantages include a vast hotel resource network, with over 1.4 million global hotel partnerships and nearly 100% coverage of high-star hotels in China [28]. Strategic Advantages - Ctrip has established a strong market position by acquiring competitors and enhancing its service offerings [25]. - The company operates over 7,000 offline stores across more than 300 cities, providing a significant advantage in customer trust and service [31]. - Ctrip's call center, with approximately 12,000 seats, offers 24/7 support, enhancing customer satisfaction and loyalty [32].
为何10万元突然从我卡里“消失”了?
虎嗅APP· 2025-11-25 23:55
Core Viewpoint - The article discusses the challenges faced by individuals whose bank accounts are frozen due to being inadvertently involved in fraud schemes, highlighting the emotional and financial turmoil they experience [4][9]. User Experiences - Many individuals, like Wang Li, find their bank accounts frozen without understanding the reasons, leading to significant disruptions in their daily lives and financial obligations [4][8]. - A case from Henan illustrates how a farmer's account was frozen after receiving payment for wheat, which was later deemed to be linked to fraud [6]. - Various scenarios, such as part-time jobs, currency exchange, and business transactions, make cardholders vulnerable to becoming unwitting participants in fraud [7]. Investigation Findings - The article reveals that individuals often become "pawns" in a larger fraud network, with their accounts frozen due to the flow of funds linked to criminal activities [10][12]. - Fraudsters typically use legitimate transactions to launder money, making it difficult for innocent parties to prove their lack of involvement [16][18]. - The freezing of accounts is primarily based on automated systems that track suspicious fund flows rather than individual assessments [17]. Legal and Financial Implications - The article discusses the complexities of legal responsibility for individuals who unknowingly receive fraudulent funds, emphasizing the need for them to prove their innocence to unfreeze their accounts [21][22]. - The concept of "unjust enrichment" is explored, where individuals may be required to return funds received from fraudulent sources, even if they were unaware of the fraud [20][29]. - The article highlights the importance of providing evidence of legitimate transactions to facilitate the unfreezing of accounts [21][22]. Current Trends and Challenges - The article notes the increasing prevalence of fraud cases and the evolving tactics used by criminals, particularly in relation to bank cards and phone cards [25]. - It emphasizes the need for improved measures to prevent individuals from becoming unwitting accomplices in fraud schemes [30][31]. - Recommendations include separating bank accounts for different purposes to minimize the impact of potential fraud on personal finances [33].
早报|史上最严充电宝新规将落地;特朗普称俄乌和平协议已“非常接近达成”;90后彭志辉出任上纬新材董事长;中国一男子在日本机场坠亡
虎嗅APP· 2025-11-25 23:55
Group 1 - The U.S. President Trump stated that a peace agreement between Ukraine and Russia is "very close to being reached," although European leaders express skepticism [2][3] - A U.S. official mentioned that Ukraine has tentatively agreed to the proposed peace agreement, but some terms still require discussion [3] - The Ukrainian National Security and Defense Council Secretary confirmed that the U.S. and Ukraine delegations have reached a consensus on the core terms of the peace agreement discussed in Geneva [3] Group 2 - Peng Zhihui, known as "Zhihui Jun," a post-90s entrepreneur, has been elected as the chairman of Upwind New Materials, marking a significant leadership change [4] - Baidu has established two new model research departments that report directly to CEO Li Yanhong, indicating a strategic focus on AI development [5] Group 3 - HP plans to lay off 4,000 to 6,000 employees by the end of the 2028 fiscal year, leading to a more than 7% drop in after-hours trading following their Q4 earnings report [10] - The company reported Q4 net revenue of $14.64 billion, slightly above market expectations, and adjusted EPS of $0.93, also meeting expectations [10] Group 4 - The Ministry of Industry and Information Technology in China is set to implement stringent new safety standards for power banks, which may lead to nearly 70% of existing production capacity being eliminated [11] - The new standards are expected to be finalized by December and officially implemented by June 2026, rendering existing 3C certifications invalid [11] Group 5 - Singapore's national AI program has shifted from using Meta's model to Alibaba's Qwen model, reflecting a significant strategic pivot in AI development [13][14] - The new Qwen-SEA-LION-v4 model has quickly risen to the top of an open-source leaderboard for Southeast Asian language capabilities, addressing previous limitations in handling regional languages [14] Group 6 - Super Monkey, a fitness brand, is experiencing a wave of store closures while simultaneously opening new locations in major cities, indicating a mixed operational strategy [23][24] - The brand's response to the closures cites expired lease contracts as a primary reason, while emphasizing ongoing new store openings [24] Group 7 - Elon Musk criticized other automakers for not adopting Tesla's Full Self-Driving (FSD) technology, asserting that their reluctance is irrational given Tesla's leading position in the autonomous driving sector [26] - Musk believes that traditional car manufacturers will eventually need to license FSD technology to survive in the market [26] Group 8 - Nvidia claims to maintain a generational lead in AI technology, asserting that it is the only platform capable of running all AI models across various computing scenarios [29] - The company expressed satisfaction with Google's advancements in AI while reaffirming its own technological superiority [29]
1.1亿女工的青春:生育、照料、养家
虎嗅APP· 2025-11-25 13:46
以下文章来源于一席 ,作者一席YiXi 一席 . 人文·科技·白日梦 女工的一生都是在满足不同阶段的家庭照护或经济需求,她们的人生轨迹随着家庭需求而转折,并用 自己的劳作托举整个家庭。本文来自微信公众号: 一席 ,演讲嘉宾:王欧(华中师范大学社会学院 副教授),原文标题:《生育、照料、养家,1.1亿女工的青春|王欧 一席第1137位讲者》,头图来 自:视觉中国 大家好,我是王欧,来自华中师范大学社会学院,主要从事农民工相关问题研究。 我对农民工问题感兴趣,与我的经历密切相关。我父母在我小时候就离开江西农村老家,去深圳打 工。从那时起,我就成为了留守儿童。每年寒暑假,我会以小候鸟的身份去他们的打工地深圳龙华看 望他们。至今我还记得,我要坐一整夜的班车,第二天天蒙蒙亮到达时,感觉就像穿越到了另外一个 世界。 因此,我很小就知道了工业园、工厂、流水线、加班倒班,熟悉城中村、工厂宿舍和二房东这些概 念,也接触到了很多各式各样的农民工。 这些经历让我读博时一接触劳工社会学知识就受其影响,并且一直对农民工问题感兴趣。 一、一个困惑 "农民工"是指拥有农村户籍,但离村到城市务工的劳动者。这个群体在改革开放初期就已出现,规模 ...
大厂的“荣誉退休”,是另一种体面劝退吗?
虎嗅APP· 2025-11-25 13:46
Core Viewpoint - Tencent has introduced a unique "Honor Retirement" policy allowing employees to retire early after 15 years of service, providing a financial incentive of "N+6" (where N is the number of years worked) as a retirement bonus, which is seen as a response to the industry's age-related pressures and a way to retain talent while managing workforce demographics [6][9][21]. Group 1: Honor Retirement Policy - The "Honor Retirement" policy allows employees who have worked for 15 years to retire early and receive a one-time retirement payment equivalent to at least 21 months' salary, which can amount to over a million yuan based on average salaries in large tech companies [9][12]. - The retirement package includes a "long-term service appreciation bonus" of 6 months' salary and a "retirement honor bonus" of 15 months' salary, which is converted into Tencent stock with a four-year vesting period [12][25]. - Employees must meet specific conditions, including not having the lowest performance rating in their last evaluation, to qualify for this retirement option [11][25]. Group 2: Employee Experiences - An employee, referred to as Lily, shared her experience of retiring at 39 after 15 years at Tencent, highlighting the relief from workplace stress and the opportunity to focus on family and personal health post-retirement [15][19]. - Lily noted that the high-pressure environment of the tech industry often led to health issues, but after retirement, she experienced significant improvements in her well-being [19][27]. - The decision to retire was influenced by a desire for a better work-life balance and the realization that life is unpredictable, prompting her to prioritize family time [15][27]. Group 3: Industry Context and Implications - The average age of employees in major internet companies is around 30, with Tencent being slightly older at 29, reflecting a trend of younger workforce preferences in the tech industry [22][23]. - The "Honor Retirement" policy is seen as part of a broader strategy to manage aging employees while promoting a younger workforce, as companies like Tencent face pressure to maintain a dynamic and innovative environment [21][22]. - There are concerns that this retirement option may serve as a subtle form of workforce reduction, as older employees may feel compelled to leave under the guise of a generous retirement plan [21][25].
最有潜力30 岁以下AI 领军者·TOP20榜单揭晓:原生力量改写商业未来
虎嗅APP· 2025-11-25 13:46
Core Insights - The article emphasizes the emergence of young leaders in the AI sector, particularly those under 30, as pivotal figures in the ongoing AI 2.0 wave [3][4]. - A "Top 20 List of Most Promising AI Leaders Under 30" was created to highlight these individuals, evaluated on five core dimensions: technology, product, business, financing, and market [5]. Group 1: Evaluation Process - The selection process involved a rigorous evaluation by experts from various investment and research institutions, ensuring a comprehensive assessment of candidates [5]. - Key considerations included technical capabilities, commercial viability, and the ability to attract significant investment, with many candidates demonstrating strong R&D investment and impressive revenue growth [6]. Group 2: Industry Focus - A significant portion of the selected leaders are concentrated in the robotics sector, which accounts for nearly half of the list, followed by AI infrastructure and AI agents [7]. - The robotics field is highlighted as a challenging area that requires a combination of hardware and software expertise, as well as strong supply chain capabilities [8]. Group 3: Notable Young Leaders - Notable figures include Jiang Zheyuan, who launched a high-performance humanoid robot priced at 9,998 yuan and recently secured nearly 300 million yuan in Pre-B financing [8]. - Pan Yunzhe, founder of Wujitech, focuses on dexterous robotic hands, with a team of 120 members and a product that is the lightest in the world, weighing only 600g [11]. - The list features several PhD graduates and dropouts, with many focusing on AI infrastructure, showcasing a trend of highly educated individuals entering the entrepreneurial space [13]. Group 4: Commercialization and Market Potential - Many of the listed entrepreneurs have already achieved significant revenue milestones, with some AI agents securing benchmark clients, indicating their commercial capabilities [12]. - The selected projects are positioned in markets with substantial growth potential, with some products showing promise to become foundational infrastructure in their respective industries [6].
折叠屏只需和自己赛跑
虎嗅APP· 2025-11-25 13:46
Core Viewpoint - The foldable smartphone market is experiencing renewed interest, particularly with the upcoming release of the foldable iPhone in 2026, despite the current penetration rate of foldable phones in the smartphone market remaining below 10% [2][20]. Group 1: Market Dynamics - The launch of Huawei's Mate X7 is expected to redefine industry standards and set a benchmark for foldable devices [3]. - The evolution of foldable phones is not a straightforward competition with traditional smartphones but rather a diversification of form factors to meet various user needs [22]. - The market for foldable phones is still in its growth phase, with significant potential for innovation and user adoption [23]. Group 2: Product Features and Innovations - The Huawei Mate X7 has reduced its thickness to 9.5mm when folded, making it comparable to traditional smartphones in terms of portability [5]. - The device features an 8-inch inner display with 2K resolution, offering superior display quality compared to most tablets [5]. - Durability improvements include a 20% increase in impact resistance and a 100% increase in bending resistance, addressing common concerns about foldable devices [7]. - The Mate X7's camera system has been upgraded to enhance color accuracy by 43%, making it competitive with flagship smartphones [10]. Group 3: User Experience and Interaction - The transition from traditional smartphones to foldable devices often leaves users uncertain about how to utilize the larger inner screen effectively [14]. - Huawei has integrated AI functionalities to enhance user interaction, allowing for seamless multitasking and improved usability [16][17]. - A significant majority of existing foldable phone users express a willingness to continue using foldable devices, indicating a positive reception of the new interaction paradigms [18]. Group 4: Competitive Landscape - Huawei holds a 69% market share in the domestic foldable phone market as of the first three quarters of 2025, highlighting its dominance without being perceived as monopolistic [22]. - The success of foldable phones is attributed to technological advancements, ecosystem development, and enhanced user experiences rather than mere competition with traditional devices [22][25]. Group 5: Future Outlook - The foldable smartphone market is expected to continue evolving, with manufacturers focusing on addressing existing shortcomings and fostering innovation to attract traditional smartphone users [23][25]. - The Huawei Mate X7 is positioned as a milestone product, showcasing the potential of foldable devices in terms of design, durability, and interactive capabilities [25][26].