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国货神奇「百变灯」颠覆台灯!
首席商业评论· 2025-07-07 03:55
自工业革命以来,灯便一直是每个家庭不可或缺的必需品。 而随着时代的进步,灯具 也开始细分种类:台灯、壁挂灯、氛围灯 ...不同灯具对应不同功能。 通通买回来价格太贵,好多灯用不了几次就被闲置。 想要挑选一款多场景适用的灯具,现如今倒成了一件困难事! 到底有没有集颜值和实用于一体、多场景适配的灯具? 答案当然是肯定的。 今天就来给大家推荐一款 轻松拆卸、万能百变、价格实惠的便携式灯具: ceker多功能LED灯 毫不夸张的说,ceker多功能台灯 真正做到了「一灯充当多灯用」! 一个灯身配套支架+夹架+磁吸座,可吸可挂可立, 只有想不到,没有它做不到! 首先是zui普遍的台灯式用法, 将灯身的磁吸口靠近支架,一个精致小巧的台灯瞬时出现在眼前。 独特的 环绕式磁吸结构,360°方向随意调节毫无压力, 可以照射到任何角度。 细支架白色外形简约美观,与任何装潢都能完美融合,十分百搭。 周围没有桌子也不用担心!毕竟 ceker台灯「万物皆可夹」。 只要有固定处就能紧紧扣住,哪里都可以放置,特别方便移动~ 除此之外, ceker万能灯还配备悬挂式用法~ 只要有金属就能轻松自动吸附。 相比于普通吊灯需要在墙壁上打孔,cek ...
绕不开的中国稀土
首席商业评论· 2025-07-06 03:40
Core Viewpoint - The article discusses the critical role of rare earth elements in the automotive industry, particularly in electric vehicles, highlighting the supply chain challenges and geopolitical implications of rare earth dependency, especially for countries like the United States and Japan [3][4][5]. Group 1: Supply Chain and Dependency - Suzuki Motors announced production halts for its Swift model due to delays in parts procurement linked to rare earth export controls [3]. - European and American automotive suppliers are also facing production interruptions, with Ford pausing its Explorer model production [3]. - Rare earth elements are essential for various components in electric vehicles, including motors, sensors, and other electronic parts [3][4]. Group 2: Market Dynamics and Historical Context - China controls approximately 65% of global heavy rare earth mining and 88% of refining, making it a dominant player in the market [4]. - The previous rare earth crisis in 2010 led to significant price increases, prompting countries like the US and Japan to initiate plans to reduce dependency on Chinese supplies [5]. - The US Department of Energy estimates that rebuilding a complete rare earth supply chain could take another 10 years [5]. Group 3: Technological Implications - The use of neodymium in electric motors significantly enhances performance, with Tesla's Model 3 and Model S benefiting from this technology [7][10]. - Neodymium-iron-boron magnets, known for their high magnetic strength, are crucial for achieving high efficiency in electric motors [12][16]. Group 4: Industry Structure and Challenges - The processing of rare earth elements presents a significant barrier, with most countries lacking the necessary production and processing capabilities [22][24]. - China's strategic policies have focused on limiting the export of raw materials while promoting high-value-added products, leading to a significant advantage in the global market [23][27]. - The Mountain Pass mine in California, once a major supplier, has struggled to compete due to China's processing capabilities and market dynamics [20][30]. Group 5: Future Outlook and Innovations - Tesla aims to reduce its reliance on rare earth materials by developing alternative technologies, reflecting a broader trend in the industry to seek independence from rare earth supply chains [32][34]. - The increasing demand for electric vehicles is expected to further elevate the strategic importance of rare earth elements, solidifying their role in the automotive supply chain [37].
字节,跳成短剧霸主
首席商业评论· 2025-07-06 03:40
Core Viewpoint - The article discusses the rapid rise of the short drama platform "Hongguo Short Drama," which has achieved significant user growth and content production in a short period, positioning itself as a leader in the industry. The article also highlights the challenges and competitive landscape that the platform faces moving forward [3][31][66]. Group 1: User Growth and Market Position - "Hongguo Short Drama" has reached 173 million monthly active users, three times the total of its closest competitors, and has produced over ten "10 billion-level" short dramas in 2025 alone [3][51][31]. - The platform's user growth rate of 220.28% is second only to DeepSeek and Doubao, indicating a strong market presence [51]. - In just two years, "Hongguo" has nearly matched the user base that Youku accumulated over ten years [52]. Group 2: Business Model and Content Strategy - The platform employs a free model that allows users to watch dramas for free while earning money through viewing, which has proven to be a significant draw for users [20][22]. - "Hongguo" has rapidly built a content library of over 15,000 short dramas by leveraging existing IP resources from its sister platform, "Tomato Novel," and producing content quickly [31][33][48]. - The platform's strategy includes incentivizing users through tasks and rewards, which enhances user engagement and retention [19][20]. Group 3: Competitive Landscape and Industry Challenges - The short drama market is projected to reach 504 billion in 2024, surpassing the total box office of Chinese films, indicating a growing competitive landscape [66][73]. - Major competitors like Tencent and iQIYI are increasing their investments in short dramas, which could intensify competition for "Hongguo" [68][70]. - Regulatory scrutiny has increased, with the government emphasizing content quality and compliance, which poses risks for "Hongguo" as it navigates industry challenges [56][63][66]. Group 4: Future Outlook - The next one to two years are seen as critical for determining the future success of "Hongguo" and the short drama industry as a whole, with potential for market restructuring [74]. - The article suggests that while "Hongguo" has made a strong start, the real test lies ahead as competition and regulatory pressures mount [74].
儿子上初中后,才发现过去6年的焦虑,都是没必要的内耗
首席商业评论· 2025-07-06 03:40
很多孩子在进入 中学后,总感觉学习数理化力不从心。这是因为数理化都是抽象的科学,逻辑思维能力 和空间想象力不足的孩子会比较吃力。 一旦孩子学习过程中感觉困难,就很难保持学习兴趣。升入中学后,数学的整体水平上了一个大台阶, 再加上抽象的物理、化学加入,让孩子在整个初中阶段都倍感艰难。 概念和公式是数理化学习的基础。只有基本概念清晰,理解正确,思维才会敏捷,达到灵活运用的目 的。但是现在的教材和课堂,对于概念和基础的要求已经越来越模糊。 以五年级上学期人教版数学教材中的方程为例,我翻看孩子们的课本时,并没有发现关于方程的定义或 概念,书中都是通过应用知识告诉孩子方程是什么样的,如何应用。 如果孩子在课堂上学习时,感觉书中的内容都会,但考试的题却不会做,或者题目稍微变一下就不会, 这都是因为基础没有打好的缘故。只有准确地掌握基本概念,才能对数理化问题进行正确的分析、判 断、推理和论证。 就在我为了孩子理科基础薄弱发愁时,发现了 《1分钟数理化》 这套书。可以说它真的解了我的燃眉 之急。 里面的基础知识和基本概念,都列得清清楚楚。例如前面提到的方程,虽然教材上没有概念,但是在 《数学》上册中,却把方程的概念列举的非常 ...
抖音新规:未满16周岁禁止出镜直播|首席资讯日报
首席商业评论· 2025-07-06 03:40
Group 1 - Meizu's recent social media account name change does not affect the company's name or entity, focusing on the Meizu and Flyme brands for more efficient communication [1] - In the first half of 2025, Chinese electric vehicles dominated the Israeli market, with 21,252 units sold, accounting for 81.2% of total electric vehicle sales in Israel [2][1] - The top-selling electric vehicle in Israel was the XPeng G6, with 3,164 units sold, followed by BYD's ATTO 3 and Chery's Omoda 5 [1] Group 2 - The China Football Association reported over 25,487 registrations for the "China Football Association Player Self-Recommendation System," with 6813 submitting personal information [3] - Musk's proposal to establish a third political party in the U.S. faces significant legal and logistical challenges, according to election experts [4] - The latest version of WeChat for HarmonyOS aims to align with and potentially surpass Android and iOS functionalities [5][6] Group 3 - Shunde Rural Commercial Bank has withdrawn its IPO application, leading to the termination of its listing review by the Shenzhen Stock Exchange [8] - SF Holding completed the placement of 70 million new H-shares, raising approximately HKD 29.33 billion, increasing its total issued H-shares to 240 million [9] - CATL and Geely have signed a comprehensive strategic cooperation agreement to deepen collaboration in battery technology and supply chain development [10][11] Group 4 - ST Huike is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [12] - Jinan has established a Robot Industry Empowerment Alliance, releasing a list of 87 application scenarios for robots across 12 sectors, with an annual investment of 142.6 billion yuan [13][14] - Tencent's stake in Zhong An Online has decreased from 8.09% to 7.99% after selling approximately 1.48 million shares [15] Group 5 - Douyin has implemented new regulations prohibiting minors under 16 from live streaming, requiring parental consent for those aged 16 to 18 [16]
越南巨变
首席商业评论· 2025-07-05 04:17
Core Viewpoint - Vietnam is undergoing significant administrative reforms, reducing the number of provinces from 63 to 34, which is expected to streamline governance and improve efficiency in public services [3][4][12]. Group 1: Administrative Reforms - The Vietnamese government has decided to cut down the number of administrative units, which will lead to a reduction in the number of civil servants, potentially affecting at least 100,000 jobs [5][6]. - The reform aims to save funds that will be redirected to support education, specifically implementing 15 years of free education starting from September 2025 [12][13]. - The public initially opposed the reforms but shifted to support them once the benefits for education were highlighted [13][14]. Group 2: Historical Context and Comparison - Vietnam's reforms are seen as a significant shift from past practices, where the government had to balance the interests of entrenched power structures while pushing for economic reforms [20][22]. - The current reforms are compared to China's past experiences, indicating that Vietnam is now taking a more aggressive approach to reform than it did in the past [18][49]. Group 3: Corruption and Governance - Corruption has been a longstanding issue in Vietnam, with military and government officials previously allowed to engage in business, leading to a concentration of power and wealth [42][43]. - The "熔炉" (Furnace) movement has been initiated to combat corruption, resulting in significant improvements in Vietnam's international business environment ranking, moving from 113th to 70th place [57][58]. - A high-profile corruption case involving a real estate tycoon has highlighted the deep-rooted issues within the system, with significant financial implications and a vast network of implicated officials [62][71]. Group 4: Future Implications - The ongoing reforms are expected to enhance Vietnam's attractiveness for foreign investment, as the government aims to improve efficiency and reduce bureaucratic hurdles [82]. - Despite improvements, challenges remain, such as the need for further enhancements in the business environment to compete effectively with neighboring countries [81].
奥特曼:硅谷大佬“宠儿”变成了大佬“公敌”
首席商业评论· 2025-07-05 04:17
Core Viewpoint - The article discusses the transformation of Sam Altman from a celebrated figure in Silicon Valley to a controversial leader, highlighting the competitive landscape of AI and the challenges faced by OpenAI in its quest for dominance in the industry [1][27]. Group 1: Talent Acquisition and Competition - OpenAI's CEO Sam Altman mentioned that despite Meta offering over a billion dollars in signing bonuses, no core team members left OpenAI [1]. - Altman criticized the strategy of offering high upfront salaries, suggesting it detracts from building a competitive culture within the company [2]. - Altman's ambition has made him a target for criticism among Silicon Valley elites, including ongoing disputes with Elon Musk and aggressive expansion into hardware partnerships [4][19]. Group 2: Altman's Background and Leadership Style - Sam Altman, born in a Jewish middle-class family, showed exceptional programming talent from a young age and attended Stanford University on a full scholarship [8]. - Unlike typical tech CEOs, Altman invests significant time in external communication and networking, which has been crucial for OpenAI's growth [11]. - His ability to navigate power dynamics and build relationships has been a key factor in his success, as noted by various Silicon Valley figures [10][17]. Group 3: OpenAI's Growth and Financial Dynamics - Since its inception, OpenAI has received substantial investments, totaling $13 billion from Microsoft, which has become its closest partner [15]. - OpenAI's user base for ChatGPT has reached 800 million weekly active users, contributing to its valuation exceeding $300 billion [31]. - The company faces challenges with GPU shortages, which have hindered its development plans, prompting Altman to seek partnerships with major chip manufacturers [22][24]. Group 4: Strategic Shifts and Future Plans - OpenAI is transitioning towards a profit-driven model, seeking to reduce Microsoft's control over its AI products while pursuing significant funding [24][32]. - Altman has initiated a $66 billion fundraising effort and signed a five-year contract worth $11.9 billion with CoreWeave to secure computing resources [32]. - The company plans to release GPT-5 and is also focusing on hardware development, including a $6.5 billion acquisition of a startup founded by a former Apple chief designer [36][38]. Group 5: Industry Landscape and Competitive Pressures - OpenAI's competitors, including Google and Anthropic, are intensifying their efforts, prompting Altman to adapt strategies in response to emerging threats [34]. - The article suggests that Altman is evolving from a revolutionary figure to a potential monopolist in the AI space, reflecting the cutthroat nature of the industry [39].
瑞·达利欧新书最新警告:当下全球正处于 “ 死亡螺旋 ” 临界点
首席商业评论· 2025-07-05 04:17
Core Viewpoint - The article discusses the significant changes in the global order due to the intersection of the "Great Debt Cycle" and "Five Forces," as outlined by Ray Dalio in his new book "Why Nations Fail: The Great Cycle" [1][3]. Group 1: Great Debt Cycle - The Great Debt Cycle typically spans about 80 years, leading to significant debt bubbles and their eventual bursts [6][11]. - The cycle consists of five stages: 1. Sound monetary phase with low net debt levels [11] 2. Debt bubble phase with abundant and cheap capital [12] 3. Peak phase where the bubble bursts [13] 4. De-leveraging phase where debt levels adjust to sustainable states [14] 5. Recovery phase leading to a new cycle [15]. - Central banks often face a choice between printing money, leading to currency devaluation, or halting printing, which could trigger widespread defaults [8][9]. Group 2: Five Forces Impacting the Future - The first force is the debt/credit/money/economic cycle, which creates purchasing power and drives asset prices but also leads to debt accumulation [19]. - The second force involves internal order and chaos cycles, where political fluctuations can lead to significant changes in governance [20][21]. - The third force is the external order and chaos cycle, highlighting the shift from multilateralism to unilateralism in global relations [24][25]. - The fourth force is natural forces, such as droughts and pandemics, which have historically caused more destruction than wars [26][27]. - The fifth force is human creativity, particularly technological advancements like AI, which can significantly impact various sectors [28][42]. Group 3: Future Predictions - There is a high probability (65%) of a global debt restructuring crisis within the next five years, which could severely impact the dollar's dominance [3][35]. - Political shifts towards authoritarianism may occur as populist conflicts intensify within nations [36]. - The next five years are expected to witness significant technological advancements, particularly in AI, which will reshape many industries [40][41].
董明珠拟提名国家科技进步奖|首席资讯日报
首席商业评论· 2025-07-05 04:17
Group 1 - Guangzhou's Huangpu District has launched a series of policies to support the development of artificial intelligence and robotics, with funding up to 10 million yuan, driven by the urgent need for economic transformation as GDP growth lags behind national and provincial averages [1] - The international study published in Nature indicates that fine particulate matter pollution is linked to increased mutations in cancer-related genes among non-smokers, raising lung cancer risks more significantly than secondhand smoke [2] - The Xiaomi Life car-mounted tissue box, originally priced at 169 yuan, has sparked discussions online after being sold for 350 yuan, with the CEO acknowledging the high production costs due to complex materials and manufacturing processes [3] Group 2 - The upcoming opening of the LEGO theme park in Shanghai has led to a significant increase in hotel and homestay bookings, with hotel reservations up 3.5 times and homestay bookings up 6 times year-on-year [4] - The China Aerospace Science and Technology Corporation has announced that the first FLASH radiotherapy robot in the country has entered the clinical trial phase, with trials being conducted at several major hospitals [5] - Dong Mingzhu is nominated for the National Science and Technology Progress Award for her work on key technologies and industrialization of efficient heat pump air conditioners for extreme environments [6] Group 3 - WeChat has introduced an optimized chat record backup feature that allows users to back up their chat records to external storage devices, with an automatic backup option available [7] - There is a growing trend of young consumers engaging in large-scale borrowing, leading to potential debt issues, prompting the China Consumers Association to advise caution and responsible consumption [8] - Xiaomi's YU7 model has faced accusations of configuration changes, with customer service attributing the discrepancies to a documentation error [9] Group 4 - Apple's iPhone sales in China have seen an 8% year-on-year increase in Q2, marking the first growth in two years, attributed to discounts and improved trade-in values [10][11] - Chinese scientists have developed a new ultrafast electron source based on carbon nanotubes, achieving significant breakthroughs in electron beam energy concentration and pulse duration, laying the groundwork for advanced electron microscopy [11] - Alibaba plans to issue 12 billion HKD in zero-coupon convertible bonds, leveraging the strong performance of Alibaba Health's stock to reduce financing costs [12]
特朗普把“大而美”法案作为美国独立日献礼?
首席商业评论· 2025-07-04 11:44
Core Points - The "One Big Beautiful Bill Act" is a significant budget plan that has caused a deep divide between the two major political parties in the U.S. and even within the Republican Party itself [1][6][21] Tax Policy - The act includes tax cuts for all income groups, with wealthier individuals benefiting the most. It permanently extends the tax cuts from the 2017 tax reform, reducing corporate tax rates from 35% to 21% and personal income tax rates up to 37% [2][3] - New tax exemptions include tips and overtime pay for service industry workers, benefiting millions of low-income earners. However, it imposes additional taxes on countries with "unfair foreign taxes," potentially leading to trade conflicts [2][3] Social Welfare Cuts - To offset the revenue loss from tax cuts, the act proposes cuts to social welfare programs, including Medicaid and food assistance programs [3][4][5] - Medicaid will see stricter work requirements, potentially resulting in 2 million low-income individuals losing their health insurance. Additionally, funding for rural hospitals will be reduced by over 20%, risking closures [4] - The age limit for food assistance (SNAP) eligibility will be raised from 54 to 64, cutting $230 billion in funding and affecting 2.3 million elderly individuals [5] Debt and Fiscal Adjustments - The act necessitates an increase in the federal debt ceiling by $5 trillion, with a projected deficit increase of $3.3 trillion over the next decade [8] - Spending adjustments include a $1.2 trillion reduction in healthcare, welfare, and clean energy subsidies, while increasing defense spending by $150 billion and border security by $465 billion [8] Energy and Industrial Policy - The act terminates clean energy subsidies, including tax credits for electric vehicles and renewable energy projects, while supporting traditional energy sources [8] - It includes provisions that prevent projects involving "foreign adversaries" from receiving tax credits, compelling U.S. companies to sever ties with Chinese supply chains [8] Political Dynamics - The act has led to significant political conflict, with Democrats opposing it vehemently, while some Republicans also express concerns over its implications [21][24] - The passage of the act was contentious, with a narrow margin in both the House and Senate, highlighting the deep divisions within Congress [18][20] Conclusion - The act represents a critical moment in U.S. fiscal policy, with potential long-term implications for social welfare, taxation, and political dynamics, as it awaits the President's signature [16][17]