陈震，被全网禁言了。 最讽刺的是，他在12月3日的微博上刚刚点赞了处理违规博主的公告。 K震同学 V V } 12-3 16:43 来自 Android 在生生 @ 央视新闻 7 【#网络名人账号违法违规行为被查＃】#违规网络主播被发现重新注册# 近期,网信部 门指导有关网站平台，依法处置网络名人账号违法违规行为。现将其中典型案例通报如 下: 一、网络账号"户晨风"在多个平台长期编造所谓"安卓人""苹果人"等煽动群体对立言论, 各平台相关账号已关闭。 、微博账号"郭美 May 努力努力"、小红书账号"亿颜 LuLu"、快手账号"忘川"、抖音账 号"Ayuki 888"、微信视频号"周熙凯.XK"等持续宣扬炫富拜金等不良价值观，相关账号 已关闭或长期禁言。 三、微博账号"阑夕"发布宣介境外色情影片内容，抖音主播"张雪峰"在直播中长时间使用 污言秽语，相关账号已限期禁言、停播。 四、根据税务部门通报的网络主播偷税案件情况，抖音、快手等平台账号"小影夫妇""曳 步舞鑫鑫"已长期禁言停播、暂停带货营利权限。网络主播"王子柏"相关账号此前因偷逃 税款、炫富拜金行为被关闭，近期发现重新注册，网信部门已督促相关平台开展核查 ...

1.卢伟冰：小米汽车出海首站欧洲市场是全球汽车最难的市场 12月3日晚间，小米集团合伙人、总裁，手机部总裁，小米品牌总经理卢伟冰发布视频，谈及汽车出海问 题。卢伟冰表示，第一站欧洲市场是全球汽车最难的市场。我们希望在最难的市场立足之后，再进入其他 的市场。"这次出差我去了德国，感受非常的多。德国在汽车工业方面非常的成熟，还有很多值得我们学习 的地方。试驾之后我也跟当地的同事们开了一个会，进一步会讨论接下来的方向，大家期待的不会太晚。" 点评：小米挑战欧洲高端市场，彰显全球化雄心与自信。 2.博杰股份：与T客户在机器人、汽车业务上有合作 博杰股份12月4日披露的投资者关系活动记录表显示，公司于12月3日接待华金证券、华福证券、招商证 券、华安合鑫、平安基金、国泰海通等机构调研，并就AI服务器出货情况、机器人业务的进展情况等进行 了回应。博杰股份介绍，当前公司的机器人业务主要是与T客户的机器人测试需求进行对接，从imu、 camera、电子皮肤力传感器到麦克风检测等，imu设备小批量发货。另外，公司也在同步研发一些电子皮肤 测试设备，现在还是实验室环节。"除了上述业务，公司与T客户在汽车、Robotaxi都有合作 ...

Core Viewpoint - The article discusses the shifting landscape of wealth in China over the past decade, highlighting the rise of new wealthy individuals in the "emotional" economy, contrasting with the decline of traditional real estate tycoons [4][6]. Group 1: New Wealth Creation - The top new wealthy individuals in 2025 include Xu Gaoming and Xu Dongbo from Laopu Gold, with a wealth of 69.5 billion yuan, and Li Qibin and Qi Yan from Card Game, with 60 billion yuan [6]. - Companies like Pop Mart and Laopu Gold reported revenue and net profit growth exceeding 200% year-on-year in their latest financial reports [6][9]. - Card Game's revenue is projected to surpass 10 billion yuan in 2024, with a net profit margin exceeding 40%, outperforming Pop Mart [6]. Group 2: Emotional Economy - The rise of brands like milk tea chains has created a new class of wealthy individuals, emphasizing emotional connection and cultural identity over mere product functionality [9]. - The article notes a significant shift from high-tech internet and manufacturing wealth creation in 2015 to emotional-driven businesses in 2025 [9][10]. Group 3: Investment Challenges - Many of the new wealthy individuals faced initial skepticism from major investment firms, which underestimated their potential before they achieved significant financial success [10][11]. - For instance, Pop Mart's founder struggled to secure funding until a key investor provided crucial support, leading to the brand's eventual success [10]. Group 4: Female Entrepreneurs - The article highlights the increasing presence of female entrepreneurs on the wealth list, with 22.4% of the total being women, many of whom are first-generation wealth creators [12][15]. - Notable female figures include Zong Fuli, who became the first female billionaire in the beverage industry, and Zhong Huijuan, who emerged as a new female billionaire in the pharmaceutical sector [15][16]. Group 5: Decline of Real Estate Tycoons - The article notes a significant decline in the representation of real estate tycoons on the wealth list, dropping from 30% to just 10% over the past decade [25][28]. - High-profile figures like Wang Jianlin and Xu Jiayin have fallen from grace due to financial struggles and legal issues, reflecting the broader challenges facing the real estate sector [28][29]. Group 6: Market Dynamics - The article discusses the changing dynamics in the market, with traditional brands in the apparel sector facing difficulties adapting to new consumer preferences and competition from emerging brands [30][32]. - Companies like Meisibangwei and others have struggled with financial losses and are attempting to pivot their business models to survive in a competitive landscape [30].

以下文章来源于首席侧写师 ，作者阳明山人 首席侧写师 . 观人，鉴历史，知天地。 2025年末，巴基斯坦政坛被一层厚重的不确定性笼罩。该国最著名的政治人物、前总理伊姆兰·汗在监狱中一度与外界失联长达数周，其家人、律师、私人医生等 均被禁止探视。与此同时，一项被外界称为"宪法政变"的第27条宪法修正案在议会迅速通过，极大地重塑了国家的权力结构。 这两件几乎同步发生的大事并非巧合，它们共同指向巴基斯坦正经历的一场剧烈的政治权力重置。 这场危机不仅关乎一位前总理的个人命运，更关乎巴基斯坦未 来将走向何种政治道路——是重回军方主导的强人政治，还是在持续的动荡中寻找新的平衡。 前总理"失联"，谣言四起 自2025年11月4日起，被关押在拉瓦尔品第阿迪亚拉监狱的伊姆兰·汗陷入了完全的"信息黑洞"。他的儿子向媒体表示，家人已有超过三周没有任何直接或可验证的 接触，对于他的状况"没有任何可核实的信息"，甚至恐惧当局可能隐瞒了"一些不可逆转的事情"。尽管法院下达了允许每周会面的命令，但这道命令形同虚设，无 论是其政党高层、法律团队还是至亲，无一能跨越监狱设置的重重障碍。 面对日益汹涌的公众质疑和国际关注，巴基斯坦当局的回应显得 ...

以下文章来源于远川投资评论 ，作者张婕妤 远川投资评论 . 看更好的资管内容 周金涛离世将近十年，中国投资界仍然没有任何一句话能够比"人生发财靠康波"更有号召力。 中国人习惯将冗长的俄式命名简化，陀思妥耶夫斯基=陀氏，柴可夫斯基=老柴，康德拉季耶夫好不容易把 资本主义经济简化成一个50-60年一循环的周期理论，我们又简化成了康波二字。 作为这一理论杰出的继承者，周金涛曾在2016年春天留下了极具"水晶球"色彩的预判：2018年将是康波周期 的至暗时刻，2019年则是新一轮周期的起点。这是1985年以后出生的人，生命中第一次发财的机会。 那年年初，他在南开大学校友会上乐观地定下一个"四年之约"："到2020年一定要再来参加一次校友会，到 时候我要看谁还在台上发言，我认为到了那个时刻还在台上发言的，至少作为一代人来讲，才是真正的成 功[2]。" 命运却没有给他赴约的机会。 2016年冬，周金涛因胰腺癌与世长辞。他没能亲眼见证2018年沪深300在中美贸易摩擦与金融去杠杆双重风 暴下，一年跌去25%的疮痍；也没能亲耳听到2019年中国核心资产绝处逢生，迎来史诗级爆发的鼎沸。 平心而论，2018年后全球市场进入了越来 ...

反内卷的企业文化 硅谷的城镇看起来像安静的郊区，但是，在21世纪，这里成为全世界资本主义价值创造的中心。相比于其 他地方，硅谷拥有更多的快速成长、改变世界的创新型企业。 对于这样引人注目的成就，标准的解释是，硅谷是美国科技行业的核心。但是，我的解释不强调所谓的科 技行业的发展，而是将重点放在极客企业文化的兴起上。近期的研究表明，存在一种独特的极客企业文 化，其特征是放权力度大，员工自主性强；此外，它还鼓励创新，提升敏捷性和执行力。 无论你是极客公司的仰慕者、敌对者还是竞争者，花时间去了解它们如何变得如此具有优势，对你来说都 是有价值的。我的观点很简单：他们创建的文化对其获得成功具有至关重要的推动作用。 人们希望在健康的环境里工作，而现在我们知道如何创造这样的环境，这要归功于两个截然不同的群体： 新近出现的极客企业创始人和领导者群体，还有提出各种关于人类行为和文化进化的问题并予以解答的科 学家群体。 每一家公司都要面对若干相同的根本性取舍问题，包括：是给予员工自主性，还是建立体系架构和标准流 程；是相信数据、试验和算法，还是依赖直觉、经验和判断；是快速行动，还是有条不紊；是接受争论和 异议，还是重视和睦与共识； ...

1.东方甄选将在京开首家旗舰店，直播机构扩张线下 东方甄选CEO、新东方集团董事长俞敏洪构想的东方甄选全国百家门店，将迈出第一步。12月3日，记者发 现，东方甄选正以1.5万—3万元薪资招聘北京首家旗舰店的店长，优先有"餐饮+零售"复合业态管理经验的 人才。据了解，这家旗舰店位于北京中关村，面积在400平方米左右，除了生鲜、零食、日百等便利店商 品，还涵盖简餐和咖啡饮品区。 点评：线上巨头布局线下，流量变现探索新版图。 7.微软下调AI软件销售指标，因企业客户对新产品反应冷淡 2.摩尔线程：12月5日在科创板上市 12月3日，摩尔线程公告，经上海证券交易所审核同意，摩尔线程智能科技（北京）股份有限公司发行的人 民币普通股股票将于2025年12月5日在上海证券交易所科创板上市。 3.抖音电商调整"超级福袋"规则，奖品信息禁用"随机发""奖品盲盒"等表述 12月3日，抖音电商安全与信任中心发布公告，宣布"超级福袋"规则升级。抖音电商表示，近期在日常巡查 中发现，少数商家和达人在使用"超级福袋"功能时，存在奖品信息不明确、奖品描述与实际不符、奖品随机 发放等违规行为。 4.麦当劳以3800万港元出售香港慈云山一家门 ...

外卖大战没有绝对赢家 | | | 截至9月30日止三個月 | | | 截至9月30日止六個月 | | | --- | --- | --- | --- | --- | --- | --- | | | 2024 | 2025 | | 2024 | 2025 | | | | 人民幣 | 人民幣 | 美元 | 人民幣 | 人民幣 | 美元 | | | | (以百萬計) | | | (以百萬計) | | | 經營活動產生的現金流量淨額 | 31.438 | 10.099 | 1.419 | 65.074 | 30.771 | 4.322 | | 投資活動產生(所用)的現金流量淨 | | | | | | | | 額 | 964 | (69,652) | (9.784) | (34.865) | (51.324) | (7,209) | | 融資活動(所用)產生的現金流量淨 | | | | | | | | 額 | (66,782) | 10.902 | 1.531 | (86,364) | 8.171 | 1.148 | | 匯率參動對現金及現金等價物、受限 | | | | | | | | 制現金及應收託管資金的影響 | ...

Core Viewpoint - The article discusses the dramatic loss of $15 billion in wealth by Nicolas Piesch, the fifth-generation heir of Hermès, due to a long-term betrayal by his trusted financial advisor, Eric Freymond, highlighting the vulnerabilities of relying on personal trust in financial management in a complex modern financial landscape [2][4][6]. Group 1: The Betrayal - Nicolas Piesch, once a billionaire with a net worth of $15.6 billion, now finds himself in a precarious financial situation, relying on budget airlines for travel [2][4]. - The betrayal was orchestrated by Eric Freymond, who managed Piesch's wealth and personal affairs for over 25 years, exploiting the trust placed in him [4][6]. - The loss of wealth began during a critical period when LVMH was secretly acquiring shares of Hermès, raising questions about the timing of the financial mismanagement [6][24]. Group 2: The Mechanism of the Fraud - Freymond's strategy involved becoming an indispensable "shadow" to Piesch, managing not only his finances but also his daily life, leading to Piesch's dependency and loss of oversight [9][10]. - He isolated Piesch from external influences, instilling fears about family members wanting to take his shares, which further entrenched Piesch's reliance on Freymond [9][10]. - The pivotal moment came when Piesch was persuaded to convert his Hermès shares into bearer shares and transfer them to Switzerland, allowing for untraceable ownership transfers [10][12]. Group 3: The Aftermath and Broader Implications - A small oversight in 2022 revealed the extent of the fraud, leading to a comprehensive audit that uncovered the majority of Piesch's shares had been sold off by 2021, coinciding with LVMH's acquisition efforts [12][24]. - Freymond's subsequent death, ruled as a suicide, left many questions unanswered and complicated the recovery of the lost assets [14][24]. - The case illustrates the dangers of relying on personal trust in financial matters, emphasizing the need for institutional safeguards and transparency in wealth management [22][28]. Group 4: The Context of Wealth Management - Piesch's situation reflects a broader issue within wealthy families, where traditional trust-based systems may fail in the face of modern financial complexities [16][22]. - The Hermès family had previously taken steps to protect their collective wealth from external threats, but individual members like Piesch remained vulnerable due to a lack of oversight and modern financial literacy [20][22]. - The article concludes with a warning about the internal threats to wealth, suggesting that the most dangerous attacks often come from within rather than from external forces [28][32].

Core Viewpoint - The recent export control on artificial diamond powder by China is a strategic move aimed at countering U.S. dominance in the semiconductor industry, highlighting the increasing tensions in U.S.-China relations [2][4][24]. Group 1: Export Control Announcement - China's Ministry of Commerce and General Administration of Customs announced that artificial diamond powder with an average particle size of ≤50 microns will be subject to export controls, effective November 8 [2][24]. - This regulation directly targets the U.S. semiconductor industry, which relies heavily on Chinese diamond materials, with over 70% of chip-grade diamond raw materials imported from China [4][24]. Group 2: Importance of Diamond in Technology - Diamonds, known for their exceptional hardness and thermal conductivity, are critical in various high-tech applications, including semiconductor manufacturing and precision processing [6][9]. - The thermal conductivity of diamond is reported to be 2000 W/(m·K), significantly higher than that of copper and silicon, making it essential for advanced chip cooling solutions [8][9]. Group 3: China's Dominance in Diamond Production - China has emerged as the global leader in the diamond industry, with a production capacity that far exceeds that of developed countries, capturing 80% of the global diamond powder market [13][20]. - The city of Zhecheng in Henan Province has developed a complete industrial chain for diamond production, producing 10 million carats of cultivated diamonds annually [20][22]. Group 4: Strategic Implications of Export Controls - The export control on diamond powder is part of a broader strategy by China to leverage its material advantages in high-tech industries, similar to previous controls on rare earth elements [24][26]. - The regulation allows for civilian use while restricting military and semiconductor applications, effectively maintaining a balance between global supply and national security [24][26].