题图｜视觉中国 根据汽车市场信息公司J.D.power今年7月底的最新调研，中国汽车尤其是自主品牌产品的智能化，已 经达到了一个全新的高度——即使是入门级的中国自主品牌新能源汽车，其智能化得分也已接近甚至 超过传统豪华燃油车型。 这一结果也符合大众对于中国汽车这些年智能化提升、产品崛起的直观体验。 但随着新能源汽车座舱智能化全面覆盖各类"控车"场景，新的"隐形天花板"已经出现。 以过去几年行业和大众衡量座舱智能化水平的关键指标——"车机流畅度"与"语音指令处理能力"为 例，多数产品已实现高度流畅的操作体验，并能连续处理十余条语音指令。但部分厂商受"AI功能竞 赛"影响，为追求"领先"盲目叠加功能——其中不乏消费者既不需要、也不会使用的功能。 智能座舱的创新是否已走到尽头？若未止步，未来应如何突破、向何处发展，已成为中国新能源汽车 产业亟待厘清的关键议题。 面向未来，智能座舱应该如何分 级？ 从需求角度出发，一套足够面向未来的智能座舱分级大致需要满足以下几个需求： 1. 覆盖智能座舱的全场景应用，避免局限于当前的功能逻辑； 2. 具备技术普适性，不依赖特定品牌或厂商体系； 3. 保持中长期有效性，体现行业技术发 ...

Core Viewpoint - AI is a civilization-level technology that has a profound impact on human life and society, requiring careful management to ensure it serves humanity rather than dominating it [4][6]. Group 1: Nature of AI and Human Role - AI is a double-edged sword with both potential and risks, necessitating human guidance and control [5][7]. - The development of AI should be inclusive and open, allowing everyone to participate and shape its future, breaking the monopoly of a few tech giants [5][8]. - The current AI landscape is dominated by a few companies, primarily in the U.S., and there is a need for responsible use of technology [8] Group 2: Future of AI - "Spatial intelligence" is identified as the next key phase in AI evolution, enabling machines to understand and interact with three-dimensional spaces [5][22]. - The societal impact of AI on education, employment, and social structures requires collective responsibility from individuals, businesses, and public sectors [5][25]. - Effective governance of superintelligence is crucial, focusing on human decision-making rather than the technology itself [27][28]. Group 3: Education and Human Development - In the AI era, education should focus on nurturing curiosity, critical thinking, and responsibility in children, preparing them to be active participants rather than passive users of technology [5][31]. - The importance of teachers in society is emphasized, as they play a critical role in guiding students in the responsible use of AI tools [34][35]. Group 4: Industry Trends and Challenges - The influx of capital into the AI sector raises concerns about potential market bubbles, but the demand for AI applications in various fields remains strong [32][33]. - The environmental impact of AI's energy consumption is a pressing issue, highlighting the need for renewable energy innovations [33]. Group 5: Personal Insights and Experiences - The journey from a challenging immigrant experience to becoming a leader in AI reflects resilience and the importance of curiosity in scientific exploration [15][17][20]. - The influence of mentors and the importance of interdisciplinary approaches in AI research are acknowledged [19][11].

Core Viewpoint - The traditional supermarket industry in China is facing a significant downturn, with 62 major supermarket companies reducing their store count by 3,037 in 2024, indicating a collective struggle against the rise of e-commerce and changing consumer habits [4][7][14]. Group 1: Industry Trends - The market share of traditional supermarkets has declined from 34% in 2019 to 32% in 2024, while the share of e-commerce has increased from 22% to 32% during the same period [15]. - The large hypermarket segment has seen a drastic drop from 19% to 13% in market share, reflecting a shift in consumer preferences towards more efficient shopping options [15]. - The rise of community group buying and specialized stores has further eroded the customer base of traditional supermarkets, which are perceived as inefficient and cumbersome [18][20]. Group 2: Company Performance - Among the top 100 supermarkets in China, 62 companies reduced their store numbers, with only 25 showing growth, highlighting a trend of contraction in the industry [7][9]. - Notable reductions include 1,009 stores by Jibai Holdings, 493 by CR Vanguard, and 234 by Yonghui Superstores, indicating a widespread retreat among major players [9][10][12]. - Yonghui Supermarket's revenue plummeted from 48.7 billion to 29.9 billion yuan, showcasing the financial strain faced by leading companies in the sector [12]. Group 3: Consumer Behavior - Consumers are increasingly opting for convenience, with shopping habits shifting towards online platforms and quick delivery services, diminishing the appeal of large supermarkets [4][15][16]. - The traditional supermarket model is failing to meet modern consumer expectations in terms of efficiency, experience, and value, leading to a decline in foot traffic and sales [20][22]. - The lack of social engagement and unique shopping experiences in traditional supermarkets has resulted in a loss of relevance among younger consumers [20][22].

本文来自微信公众号： 阜成门六号院 ，作者：张鲁军，题图来自：AI生成 俄罗斯工程院不过是一个加入门槛不高的民间组织，其院长第一学历为中专，并且连任已经35年， 严肃性可想而知。中国目前的"克莱登院士""水货院士"满天飞，根本上是不合理的高校和政府的科研 人员评价机制，经费资源分配体制导致的，这种危害性远大于协和"4+4"。 （1）这几天媒体揭露江苏科技大学首席科学家、俄罗斯工程院外籍院士郭峰，实际仅是高中学历， 涉嫌严重伪造履历、欺诈科研经费。昨日一个自称"俄罗斯工程院中国总部、俄工科力 （北京） 科 技中心 （有限合伙 ） "发了一个红头文件函，自称要调查核实郭峰的院士资格。 阜成门六号院 . 理性、中立、深刻、用事实说话 以下文章来源于阜成门六号院 ，作者张鲁军 多位知名人士，包括经济学家马光远、媒体人凯雷都质疑这一机构的严肃性：一个俄罗斯机构竟然专 门设立中国总部，还与一家公司捆绑在一起，是不是专门骗中国人的野鸡机构？笔者顺藤摸瓜，查了 一下俄罗斯工程院的俄文信息，果然让人大开眼界。 首先说，俄罗斯工程院 （Российская инженерная академия） 并非像俄罗斯科学院 （或中国工 ...

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 【特朗普签署行政令，启动人工智能"创世纪计划"】 据央视新闻，当地时间11月24日，美国白宫发布声明表示，总统特朗普签署了一项行政命令，启动一项旨在利 用人工智能（AI）变革科学研究方式、加速科学发现的全新国家计划"创世纪计划"。声明表示，该命令指示能 源部创建一个人工智能实验平台，整合美国超级计算机和独特数据资产，以生成科学基础模型并为机器人实验 室提供支持。该命令指示总统科学与技术事务助理（APST）协调这项国家计划，并整合联邦政府各部门的数 据和基础设施。能源部长、总统科学与技术事务助理以及人工智能与加密技术特别顾问将与学术界和私营部门 的创新者合作，支持并加强"创世纪计划"。 【Anthropic发布模型Opus 4.5，称其编程能力已超越人类工程师】 据财联社11月25日讯，当地时间周一（11月24日），美国人工智能初创企业Anthropic在官网宣布，公司推出了 最新的AI模型"Claude Opus 4.5"。 Anthropic表示，该模型智能高效，"是目前全球在编码、智能代理和计算机应用方面表现 ...

Core Viewpoint - The article highlights the significant performance of Luoyang Molybdenum Co., Ltd. (LMO) in the metals sector, particularly its stock price surge despite disappointing revenue growth, driven by strategic business adjustments and market conditions [2][5][8]. Group 1: Market Performance - The non-ferrous metals sector has seen a cumulative increase of approximately 77% year-to-date as of mid-November 2025, ranking first among 31 primary industries [2]. - LMO's H-shares have experienced a price increase of over 220% and A-shares have risen by about 160% in 2025 [2]. - The H-share market has outperformed the A-share market, with LMO's H-shares dropping 17% over six trading days in October 2025, compared to an 8% decline in A-shares [2]. Group 2: Revenue and Profit Analysis - LMO's revenue growth has been disappointing, with year-on-year declines of 0.25%, 13.99%, and 2.36% in Q1, Q2, and Q3 of 2025, respectively [3]. - The decline in revenue is attributed to a contraction in the low-margin mineral trading segment, while the mining segment has shown growth in both revenue and profitability [5][6]. - In the first half of 2025, LMO's mineral trading revenue fell by 11.44% to 82.33 billion yuan, while mining revenue increased by 25.64% to 39.40 billion yuan, with a 40.56% rise in gross profit [6]. Group 3: Competitive Positioning - LMO has strategically reduced its low-margin mineral trading operations while enhancing its core mining business, which has led to improved profitability [5][6]. - The company is a leading global cobalt producer, benefiting from a significant price increase in cobalt (approximately 140% in 2025) compared to copper (less than 30%) [8][10]. - LMO's copper mining operations have a gross margin of 54.07%, significantly higher than its peers, due to its cost advantages and strategic expansion during low cycles [10]. Group 4: Strategic Expansion and Ownership - LMO has undergone significant changes in ownership and management, transitioning from a state-owned enterprise to a mixed-ownership model controlled by Hongshang Group, led by Yu Yong [12][15][17]. - Since acquiring control, Yu Yong has implemented a counter-cyclical global expansion strategy, acquiring key assets in Brazil and the Democratic Republic of Congo [18][19]. - LMO's indirect ownership of the TFM copper-cobalt mine and KFM project positions it favorably in the global resource market [21][22]. Group 5: Market Outlook and Influencing Factors - The company's performance is closely tied to copper prices, which are influenced by both commodity and financial attributes, including the U.S. dollar index and global supply-demand dynamics [24][25]. - Despite a weak global economic outlook, copper prices remain optimistic due to supply constraints and new demand from AI-related investments [30][31]. - The article emphasizes the importance of monitoring global economic indicators, manufacturing cycles, and geopolitical factors to assess future copper demand and pricing trends [31][32].

Core Viewpoint - The article discusses the integration of AI in mental health services, highlighting its role in depression screening and psychological intervention, while also addressing ethical concerns and the evolving relationship between AI and human emotions [5][6][19]. Group 1: AI in Mental Health Services - AI systems, such as "Zhixin Zhiyu," are being utilized in mental health institutions to assess depression risk with an accuracy of 80% by analyzing micro-expressions and voice tone [13]. - The development of digital therapy products like "Xinling Daoyu Aurora" offers structured digital interventions for patients, showcasing a shift towards technology-driven mental health solutions [14]. - AI is increasingly taking on roles in initial consultations, follow-ups, and reminders in various psychiatric hospitals across China, indicating a broader acceptance of AI in clinical settings [15][19]. Group 2: Ethical and Practical Considerations - Experts emphasize the need for rigorous clinical research and ethical reviews for AI tools in mental health, given the significant shortage of mental health professionals [19]. - The World Health Organization estimates that around 1 billion people globally suffer from mental health issues, with China reporting 6.6 million registered severe mental disorder patients against only 64,000 psychiatrists [19]. - The article notes that while AI can alleviate some pressure on healthcare providers, it must be used cautiously, particularly for severe mental health conditions [19][32]. Group 3: User Experience and Emotional Impact - Users report feeling more comfortable with AI interactions, as these systems provide non-judgmental support, which can be particularly beneficial for those experiencing loneliness or anxiety [31][33]. - However, there are concerns about emotional dependency on AI, with studies indicating that high satisfaction with AI interactions may lead to decreased interpersonal communication skills [34]. - The article highlights the importance of balancing AI's supportive role with the need for genuine human connection, as algorithms can simulate empathy but cannot replace the depth of human experience [34][35].

Group 1 - The article discusses the importance of understanding different types of fatigue and how to address them effectively [6][7][9] - It emphasizes that sleep deprivation is a common issue that can significantly impact cognitive functions and emotional stability [11][12][13] - The article provides practical tips for improving sleep quality, such as increasing exposure to natural light and avoiding screens before bedtime [14] Group 2 - Attention fatigue is highlighted as a result of prolonged focus, leading to decreased decision-making abilities and a tendency to seek short-term rewards [15][16][17] - The article suggests taking breaks in nature or engaging in sensory experiences to restore attention resources [18][19] Group 3 - The article identifies the impact of minor daily stresses that can accumulate and lead to mental exhaustion, even when work pressure seems low [20][21][22] - Writing down thoughts and feelings is recommended as a method to clear mental clutter and regain focus [23][24] Group 4 - The article discusses the negative effects of a sedentary lifestyle, explaining that lack of physical activity can lead to both physical and mental fatigue [25][26][27] - It encourages incorporating movement into daily routines to combat fatigue and improve overall well-being [28][29] Group 5 - The article addresses the psychological fatigue stemming from a lack of excitement or anticipation in life, which can diminish motivation and energy [30][31][32] - It suggests creating a reward system by planning enjoyable activities or goals to reinvigorate enthusiasm for life [34][35][36]

Core Viewpoint - The article discusses the evolving concept of "DINK" (Double Income, No Kids) families in China, highlighting their choices regarding childbearing and retirement planning, as well as the societal implications of these choices [5][6]. Group 1: Definition and Background of DINK - "DINK" refers to couples who both have incomes but do not have children, a term that originated in the U.S. in the late 1980s and has gained traction in Chinese urban areas since the 1990s [5]. - The first generation of DINK couples in China is now entering retirement, leading to discussions about their aging, inheritance, and societal roles [5][6]. Group 2: Personal Stories and Motivations - Vicky and Andy, a DINK couple, chose not to have children due to their personal experiences and a desire to live independently from traditional family expectations [9][10]. - Yang Shu and her husband, Dong Li, view their DINK status as a means to explore life freely, influenced by their upbringing in intellectual families that valued education over traditional family roles [10][11]. Group 3: Societal Perspectives on Aging - Traditional beliefs in China suggest that having children is essential for support in old age, but DINK couples argue that retirement planning should focus on financial stability and healthcare systems rather than relying on children [12][14]. - The article emphasizes that DINK couples are increasingly considering comprehensive retirement plans that include financial resources and access to healthcare rather than depending solely on offspring for support [12][14]. Group 4: Retirement Planning and Community Resources - DINK couples like Yang Shu and Dong Li plan to retire in Shanghai, where they believe the city offers adequate resources for aging, provided they maintain financial stability [12][14]. - The article mentions the growing availability of high-quality retirement communities in Shanghai, which combine living, medical, and social services, catering to the needs of an aging population [13][14]. Group 5: Emotional and Psychological Aspects - The article highlights the emotional challenges faced by DINK couples as they age, including the need for companionship and support during health crises [16][20]. - Both Vicky and Yang Shu reflect on the importance of personal fulfillment and mental well-being in their later years, emphasizing the need for self-understanding and enjoyment of life [20][21].

Core Viewpoint - OpenAI acknowledges that while it remains a leader in AI, Google is rapidly closing the gap, particularly with the release of innovative products like Gemini 3 Pro and Nano Banana Pro, which introduce significant advancements in image generation technology [4][27]. Group 1: Technology Comparison - Nano Banana Pro utilizes a Chain of Thought reasoning mechanism, allowing it to simulate the physical world rather than merely generating images based on statistical correlations, as seen in OpenAI's GPT-4o [10][21]. - The output from Nano Banana Pro is more accurate in reflecting object properties and spatial relationships, while GPT-4o often produces visually appealing but logically flawed images [8][12]. - The fundamental difference lies in the approach: GPT-4o relies on statistical feature matching, while Nano Banana Pro incorporates logical reasoning and physical modeling in its image generation process [10][36]. Group 2: Development Strategies - Google adopts a native multimodal approach, integrating text, images, video, and audio from the outset, allowing for a more cohesive understanding of data [28][29]. - In contrast, OpenAI follows a modular approach, where different models specialize in specific tasks, leading to potential inefficiencies in integrating visual and textual data [29][30]. - This divergence in development strategies results in distinct capabilities, with Google leveraging its extensive video content and OCR technology to enhance its models' understanding of the physical world [31][33]. Group 3: Market Position and Future Outlook - Google's focus on accuracy and logical reasoning in AI image generation has led to a competitive edge, prompting OpenAI to recognize the need for improvement [36][41]. - OpenAI's strategy emphasizes rapid iteration and market fit, which may lead to technical debt and challenges in evolving its models to match the capabilities of competitors like Google [39][40]. - The fast-paced nature of AI development suggests that new models will emerge to challenge Nano Banana Pro, indicating a continuously evolving competitive landscape [41].